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 39 of 53
08579W103
Shares:
6630(-4.5%)
Value:
$462.8M(+3.1%)
97717W604
Shares:
14123(-12.3%)
Value:
$451.4M(-18.4%)
66538H641
Shares:
13221(+109.0%)
Value:
$451.1M(+90.0%)
464287838
Shares:
3343(+0.0%)
Value:
$450.6M(+3.7%)
33740U307
Shares:
10079(+4.6%)
Value:
$449.0M(+1.9%)
78463X871
Shares:
13723(+0.0%)
Value:
$438.6M(+3.1%)
46138G870
Shares:
17957(+50.3%)
Value:
$435.3M(+50.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
121.4K | All Managers (Combined) | $463.6K | |||
(cusip08579W103)✕ | 6.6K | QoQ -4.46% (-310)YoY NEW(+6.6K) | All Managers (Combined) | $462.8K | YoY NEW(+$462.8K) |
Biogen Inc.(BIIBcusip09062X103) | 3.4K | All Managers (Combined) | $462.3K | ||
9.2K | All Managers (Combined) | $459.8K | |||
16.8K | QoQ +6.25% (+991)YoY -1.53% (-263) | All Managers (Combined) | $456.9K | ||
(cusip97717W604)✕ | 14.1K | All Managers (Combined) | $451.4K | ||
12.5K | QoQ +6.61% (+775)YoY +4.59% (+549) | All Managers (Combined) | $451.4K | ||
(cusip66538H641)✕ | 13.2K | YoY NEW(+13.2K) | All Managers (Combined) | $451.1K | YoY NEW(+$451.1K) |
(cusip464287838)✕ | 3.3K | QoQ 0.00% (+0) | All Managers (Combined) | $450.6K | |
4.1K | All Managers (Combined) | $449.8K | |||
(cusip33740U307)✕ | 10.1K | QoQ +4.56% (+440)YoY NEW(+10.1K) | All Managers (Combined) | $449.0K | YoY NEW(+$449.0K) |
3.3K | QoQ +2.96% (-94)YoY +9.75% (+290) | All Managers (Combined) | $443.8K | ||
2.5K | All Managers (Combined) | $443.3K | |||
11.7K | QoQ +7.66% (+832)YoY -4.62% (-566) | All Managers (Combined) | $441.8K | ||
2.5K | QoQ -1.70% (-43)YoY -3.61% (-93) | All Managers (Combined) | $441.0K | ||
Garmin Ltd(GRMNcusipH2906T109) | 2.0K | QoQ +1.85% (+37) | All Managers (Combined) | $440.5K | |
(cusip78463X871)✕ | 13.7K | QoQ 0.00% (+0) | All Managers (Combined) | $438.6K | |
22.6K | All Managers (Combined) | $438.4K | |||
(cusip46138G870)✕ | 18.0K | All Managers (Combined) | $435.3K | ||
3.5K | QoQ +6.80% (+223)YoY +4.10% (+138) | All Managers (Combined) | $435.2K |