United Capital Financial Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 1,055
- Total Value
- 10893381476
- Accession Number
- 0001463217-25-000003
- Form Type
- 13F-HR
- CIK
- 0001463217
- Manager Name
- United Capital Financial Advisors, LLC
Data Enrichment
77% identified814 identified241 unidentified
Holdings
1,055 positions
Manager:
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Page 38 of 53
46435U663
Shares:
12751(+0.1%)
Value:
$489.7M(-8.5%)
852234103
Shares:
8717(+5.7%)
Value:
$473.6M(-32.4%)
887432342
Shares:
12648(+106.4%)
Value:
$468.4M(+95.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
8.1K | QoQ -3.13% (-261)YoY -7.87% (-690) | All Managers (Combined) | $491.4K | ||
(cusip46435U663)✕ | 12.8K | All Managers (Combined) | $489.7K | ||
1.5K | QoQ +3.13% (-47)YoY +5.23% (-77) | All Managers (Combined) | $489.7K | ||
5.7K | All Managers (Combined) | $489.3K | |||
5.2K | All Managers (Combined) | $483.8K | |||
7.4K | All Managers (Combined) | $483.1K | |||
5.4K | QoQ +5.23% (+271)YoY +4.13% (-216) | All Managers (Combined) | $479.7K | ||
Firstenergy Corp(FEcusip337932107) | 11.8K | QoQ +2.40% (+277)YoY -4.94% (-615) | All Managers (Combined) | $477.5K | |
Kraft Heinz Co(KHCcusip500754106) | 15.7K | All Managers (Combined) | $477.2K | ||
31.9K | All Managers (Combined) | $474.7K | |||
Berkley W R Corp(WRBcusip084423102) | 6.7K | All Managers (Combined) | $474.3K | ||
5.6K | QoQ -3.17% (-183)YoY -5.90% (-350) | All Managers (Combined) | $473.8K | ||
2.4K | YoY -3.11% (-78) | All Managers (Combined) | $473.7K | ||
(cusip852234103)✕ | 8.7K | QoQ +5.68% (-469)YoY -3.20% (-289) | All Managers (Combined) | $473.6K | |
6.7K | All Managers (Combined) | $473.4K | |||
Loews Corp(Lcusip540424108) | 5.1K | QoQ -1.59% (-83)YoY +1.69% (+85) | All Managers (Combined) | $470.0K | |
(cusip887432342)✕ | 12.6K | YoY NEW(+12.6K) | All Managers (Combined) | $468.4K | YoY NEW(+$468.4K) |
43.3K | All Managers (Combined) | $464.8K | |||
Textron Inc(TXTcusip883203101) | 6.4K | All Managers (Combined) | $464.5K | ||
5.6K | All Managers (Combined) | $464.1K |