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 43 of 53
464287374
Shares:
7500(+0.0%)
Value:
$341.0M(+6.4%)
33740U729
Shares:
13970(+0.0%)
Value:
$328.3M(-1.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Corning Inc /Ny(GLWcusip219350105) | 7.5K | QoQ +9.77% (+667)YoY +8.42% (+582) | All Managers (Combined) | $343.1K | |
18.4K | QoQ NEW(+18.4K) | All Managers (Combined) | $343.0K | QoQ NEW(+$343.0K) | |
2.0K | QoQ -2.53% (-53)YoY -4.81% (-103) | All Managers (Combined) | $342.2K | ||
(cusip464287374)✕ | 7.5K | All Managers (Combined) | $341.0K | ||
Nisource Inc.(NIcusip65473P105) | 8.5K | QoQ +2.36% (+196)YoY NEW(+8.5K) | All Managers (Combined) | $340.3K | YoY NEW(+$340.3K) |
8.8K | All Managers (Combined) | $340.3K | |||
Prudential Plc(PUKcusip74435K204) | 15.8K | All Managers (Combined) | $339.7K | ||
Revvity, Inc.(RVTYcusip714046109) | 3.2K | All Managers (Combined) | $339.4K | ||
Incyte Corp(INCYcusip45337C102) | 5.6K | QoQ -9.07% (-554)YoY -6.79% (-405) | All Managers (Combined) | $336.2K | |
8.6K | All Managers (Combined) | $335.8K | |||
8.2K | All Managers (Combined) | $335.4K | |||
Arcelormittal(MTcusip03938L203) | 11.6K | QoQ +5.98% (+655)YoY NEW(+11.6K) | All Managers (Combined) | $334.5K | YoY NEW(+$334.5K) |
7.4K | QoQ +2.00% (+145)YoY NEW(+7.4K) | All Managers (Combined) | $332.9K | YoY NEW(+$332.9K) | |
3.7K | QoQ -0.70% (-26)YoY +1.07% (+39) | All Managers (Combined) | $329.6K | ||
5.1K | All Managers (Combined) | $329.1K | |||
16.6K | All Managers (Combined) | $329.1K | |||
(cusip33740U729)✕ | 14.0K | QoQ 0.00% (-0)YoY NEW(+14.0K) | All Managers (Combined) | $328.3K | YoY NEW(+$328.3K) |
9.7K | All Managers (Combined) | $326.9K | |||
3.9K | All Managers (Combined) | $325.6K | |||
52.9K | All Managers (Combined) | $325.3K |