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 42 of 53
46138J783
Shares:
18935(-21.1%)
Value:
$370.9M(-20.6%)
78468R606
Shares:
15823(+6.8%)
Value:
$370.6M(+6.5%)
46138J643
Shares:
18205(-20.6%)
Value:
$370.5M(-19.7%)
33740F763
Shares:
7495
Value:
$365.7M
81369Y860
Shares:
8626(-14.8%)
Value:
$361.0M(-12.4%)
46428Q109
Shares:
11108(+29.5%)
Value:
$344.2M(+52.4%)
46138J791
Shares:
17652(-23.4%)
Value:
$343.9M(-23.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.9K | QoQ +1.12% (-21)YoY +5.28% (+95) | All Managers (Combined) | $372.5K | ||
(cusip46138J783)✕ | 18.9K | All Managers (Combined) | $370.9K | ||
(cusip78468R606)✕ | 15.8K | All Managers (Combined) | $370.6K | ||
(cusip46138J643)✕ | 18.2K | YoY NEW(+18.2K) | All Managers (Combined) | $370.5K | YoY NEW(+$370.5K) |
21.4K | All Managers (Combined) | $367.4K | |||
(cusip33740F763)✕ | 7.5K | QoQ NEW(+7.5K) YoY NEW(+7.5K) | All Managers (Combined) | $365.7K | QoQ NEW(+$365.7K) YoY NEW(+$365.7K) |
Netapp, Inc.(NTAPcusip64110D104) | 4.1K | All Managers (Combined) | $364.2K | ||
Okta, Inc.(OKTAcusip679295105) | 3.4K | QoQ +2.59% (+87) | All Managers (Combined) | $362.4K | |
(cusip81369Y860)✕ | 8.6K | All Managers (Combined) | $361.0K | ||
Assurant, Inc.(AIZcusip04621X108) | 1.7K | QoQ -0.75% (-13)YoY -8.17% (-153) | All Managers (Combined) | $360.5K | |
3.3K | QoQ +2.70% (-86)YoY -0.03% (-1) | All Managers (Combined) | $358.0K | ||
17.0K | All Managers (Combined) | $356.4K | |||
Davita Inc.(DVAcusip23918K108) | 2.3K | All Managers (Combined) | $356.0K | ||
12.7K | All Managers (Combined) | $355.0K | |||
16.0K | QoQ NEW(+16.0K) YoY NEW(+16.0K) | All Managers (Combined) | $352.6K | QoQ NEW(+$352.6K) YoY NEW(+$352.6K) | |
3.6K | All Managers (Combined) | $351.6K | |||
Centene Corp(CNCcusip15135B101) | 5.8K | All Managers (Combined) | $350.4K | ||
(cusip46428Q109)✕ | 11.1K | All Managers (Combined) | $344.2K | ||
(cusip46138J791)✕ | 17.7K | All Managers (Combined) | $343.9K | ||
4.4K | QoQ +1.61% (-70)YoY -4.74% (-219) | All Managers (Combined) | $343.3K |