United Capital Financial Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

814 identified241 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,055 positions • $10,893,381.476K total value

1,055 positions

Manager:

SEC FilingSEC DataHachi Filing

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025072703

AVDE|025072703

4897(+0.0%)

Value:

$324.5M(+8.0%)

97717X701

6810

Value:

$323.3M

BEST BUY CO INC

BBY|086516101

4365(-2.8%)

Value:

$321.3M(-16.6%)

Live Nation Entertainment, Inc.

LYV|538034109

2444(+8.1%)

Value:

$319.1M(+9.0%)

316092527

8144

Value:

$318.9M

97717W208

3200(-11.1%)

Value:

$317.3M(-5.6%)

92204A108

972(+0.2%)

Value:

$316.4M(-13.1%)

WYNDHAM HOTELS & RESORTS, INC.

WH|98311A105

3490(+0.5%)

Value:

$315.9M(-9.7%)

KB Financial Group Inc.

KB|48241A105

5821(-0.8%)

Value:

$315.0M(-5.7%)

Dayforce, Inc.

DAY|15677J108

5377(-20.2%)

Value:

$313.6M(-35.9%)

Samsara Inc.

IOT|79589L106

8153

Value:

$312.5M

STIFEL FINANCIAL CORP

SF|860630102

3258(+3.5%)

Value:

$307.1M(-8.1%)

92206C680

VONG|92206C680

3298(+0.0%)

Value:

$306.1M(-10.2%)

Cboe Global Markets, Inc.

CBOE|12503M108

1351(-3.4%)

Value:

$305.7M(+11.8%)

Smurfit Westrock plc

SW|G8267P108

6777(+80.6%)

Value:

$305.4M(+51.1%)

Affirm Holdings, Inc.

AFRM|00827B106

6734(+0.4%)

Value:

$304.3M(-25.5%)

MANULIFE FINANCIAL CORP

MFC|56501R106

9715(+0.3%)

Value:

$302.6M(+1.8%)

808524748

8343(-5.7%)

Value:

$302.0M(+0.0%)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

1479(+36.8%)

Value:

$301.8M(+47.7%)

WESTERN DIGITAL CORP

WDC|958102105

7459(+5.9%)

Value:

$301.6M(-28.2%)

Instrument	Shares		Other Manager	Value
(AVDEcusip025072703)	4.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$324.5K	QoQ +7.98% (+$24.0K) YoY +3.96% (+$12.4K)
(cusip97717X701)✕	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$323.3K	QoQ NEW(+$323.3K) YoY NEW(+$323.3K)
Best Buy Co Inc(BBYcusip086516101)	4.4K	QoQ -2.78% (-125) YoY +2.60% (-111)	All Managers (Combined)	$321.3K	QoQ -16.59% (-$63.9K) YoY -7.92% (-$27.6K)
Live Nation Entertainment, Inc.(LYVcusip538034109)	2.4K	QoQ +8.14% (+184) YoY +4.71% (+110)	All Managers (Combined)	$319.1K	QoQ +9.04% (+$26.5K) YoY +29.27% (+$72.3K)
(cusip316092527)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$318.9K	QoQ NEW(+$318.9K) YoY NEW(+$318.9K)
(cusip97717W208)✕	3.2K	QoQ -11.11% (-400) YoY -39.48% (-2.1K)	All Managers (Combined)	$317.3K	QoQ -5.58% (-$18.8K) YoY -30.75% (-$140.9K)
(cusip92204A108)✕	972	QoQ +0.20% (-2) YoY -19.13% (-230)	All Managers (Combined)	$316.4K	QoQ -13.10% (-$47.7K) YoY -17.15% (-$65.5K)
Wyndham Hotels & Resorts, Inc.(WHcusip98311A105)	3.5K	QoQ +0.51% (-18) YoY -10.92% (-428)	All Managers (Combined)	$315.9K	QoQ -9.73% (-$34.1K) YoY +5.04% (-$15.2K)
Kb Financial Group Inc.(KBcusip48241A105)	5.8K	QoQ -0.81% (-48) YoY -8.17% (-518)	All Managers (Combined)	$315.0K	QoQ -5.68% (-$19.0K) YoY -4.57% (-$15.1K)
Dayforce, Inc.(DAYcusip15677J108)	5.4K	QoQ -20.22% (-1.4K) YoY NEW(+5.4K)	All Managers (Combined)	$313.6K	QoQ -35.93% (-$176.0K) YoY NEW(+$313.6K)
Samsara Inc.(IOTcusip79589L106)	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$312.5K	QoQ NEW(+$312.5K) YoY NEW(+$312.5K)
Stifel Financial Corp(SFcusip860630102)	3.3K	QoQ +3.46% (-109) YoY -6.32% (-220)	All Managers (Combined)	$307.1K	QoQ -8.06% (-$26.9K) YoY +12.95% (-$35.2K)
(VONGcusip92206C680)	3.3K	QoQ 0.00% (-0) YoY NEW(+3.3K)	All Managers (Combined)	$306.1K	QoQ -10.16% (-$34.6K) YoY NEW(+$306.1K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	1.4K	QoQ -3.43% (-48) YoY +1.04% (+14)	All Managers (Combined)	$305.7K	QoQ +11.83% (-$32.4K) YoY +24.45% (+$60.1K)
Smurfit Westrock Plc(SWcusipG8267P108)	6.8K	QoQ +80.62% (+3.0K) YoY NEW(+6.8K)	All Managers (Combined)	$305.4K	QoQ +51.10% (+$103.3K) YoY NEW(+$305.4K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	6.7K	QoQ +0.44% (-30) YoY -10.27% (-771)	All Managers (Combined)	$304.3K	QoQ -25.46% (-$104.0K) YoY +8.82% (-$24.7K)
Manulife Financial Corp(MFCcusip56501R106)	9.7K	QoQ +0.35% (+34) YoY +0.04% (+4)	All Managers (Combined)	$302.6K	QoQ +1.78% (+$5.3K) YoY +24.70% (+$59.9K)
(cusip808524748)✕	8.3K	QoQ -5.67% (-502) YoY -94.58% (-145.7K)	All Managers (Combined)	$302.0K	QoQ +0.01% (-$48) YoY -94.47% (-$5.2M)
Huntington Ingalls Industries, Inc.(HIIcusip446413106)	1.5K	QoQ +36.81% (+398) YoY -3.71% (-57)	All Managers (Combined)	$301.8K	QoQ +47.72% (+$97.5K) YoY -32.59% (-$145.9K)
Western Digital Corp(WDCcusip958102105)	7.5K	QoQ +5.93% (-418) YoY +1.16% (-86)	All Managers (Combined)	$301.6K	QoQ -28.17% (-$118.3K) YoY -40.06% (-$201.6K)