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 40 of 53
315948109
Shares:
5967(+26.4%)
Value:
$429.4M(+11.5%)
46438G646
Shares:
16633
Value:
$427.0M
46436E296
Shares:
18609
Value:
$426.0M
46436E148
Shares:
17421
Value:
$425.1M
33740U505
Shares:
9765(+77.5%)
Value:
$423.8M(+72.8%)
97717W281
Shares:
8534(-12.2%)
Value:
$412.3M(-13.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.5K | All Managers (Combined) | $433.7K | |||
28.1K | All Managers (Combined) | $433.2K | |||
2.6K | QoQ +9.06% (-214)YoY -3.55% (-95) | All Managers (Combined) | $432.7K | ||
(cusip315948109)✕ | 6.0K | YoY NEW(+6.0K) | All Managers (Combined) | $429.4K | YoY NEW(+$429.4K) |
2.9K | All Managers (Combined) | $429.4K | |||
2.8K | QoQ NEW(+2.8K) | All Managers (Combined) | $428.8K | QoQ NEW(+$428.8K) | |
(cusip46438G646)✕ | 16.6K | QoQ NEW(+16.6K) YoY NEW(+16.6K) | All Managers (Combined) | $427.0K | QoQ NEW(+$427.0K) YoY NEW(+$427.0K) |
(cusip46436E296)✕ | 18.6K | QoQ NEW(+18.6K) YoY NEW(+18.6K) | All Managers (Combined) | $426.0K | QoQ NEW(+$426.0K) YoY NEW(+$426.0K) |
8.9K | All Managers (Combined) | $425.8K | |||
(cusip46436E148)✕ | 17.4K | QoQ NEW(+17.4K) YoY NEW(+17.4K) | All Managers (Combined) | $425.1K | QoQ NEW(+$425.1K) YoY NEW(+$425.1K) |
3.1K | All Managers (Combined) | $423.9K | |||
(cusip33740U505)✕ | 9.8K | YoY NEW(+9.8K) | All Managers (Combined) | $423.8K | YoY NEW(+$423.8K) |
29.3K | All Managers (Combined) | $420.5K | |||
13.7K | YoY NEW(+13.7K) | All Managers (Combined) | $415.2K | YoY NEW(+$415.2K) | |
5.1K | QoQ 0.00% (+0) | All Managers (Combined) | $414.2K | ||
1.5K | QoQ +3.51% (+52)YoY NEW(+1.5K) | All Managers (Combined) | $413.7K | YoY NEW(+$413.7K) | |
(cusip97717W281)✕ | 8.5K | All Managers (Combined) | $412.3K | ||
11.1K | All Managers (Combined) | $411.4K | |||
9.7K | All Managers (Combined) | $410.9K | |||
5.5K | All Managers (Combined) | $409.4K |