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:
Search and click to pin securities to the top
Page 44 of 53
97717X701
Shares:
6810
Value:
$323.3M
316092527
Shares:
8144
Value:
$318.9M
97717W208
Shares:
3200(-11.1%)
Value:
$317.3M(-5.6%)
92204A108
Shares:
972(+0.2%)
Value:
$316.4M(-13.1%)
808524748
Shares:
8343(-5.7%)
Value:
$302.0M(+0.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.9K | All Managers (Combined) | $324.5K | |||
(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 | |
2.4K | QoQ +8.14% (+184)YoY +4.71% (+110) | All Managers (Combined) | $319.1K | ||
(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 | All Managers (Combined) | $317.3K | ||
(cusip92204A108)✕ | 972 | QoQ +0.20% (-2) | All Managers (Combined) | $316.4K | |
3.5K | QoQ +0.51% (-18) | All Managers (Combined) | $315.9K | ||
5.8K | QoQ -0.81% (-48)YoY -8.17% (-518) | All Managers (Combined) | $315.0K | ||
Dayforce, Inc.(DAYcusip15677J108) | 5.4K | YoY NEW(+5.4K) | All Managers (Combined) | $313.6K | 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) |
3.3K | QoQ +3.46% (-109)YoY -6.32% (-220) | All Managers (Combined) | $307.1K | ||
3.3K | QoQ 0.00% (-0)YoY NEW(+3.3K) | All Managers (Combined) | $306.1K | YoY NEW(+$306.1K) | |
1.4K | QoQ -3.43% (-48)YoY +1.04% (+14) | All Managers (Combined) | $305.7K | ||
6.8K | YoY NEW(+6.8K) | All Managers (Combined) | $305.4K | YoY NEW(+$305.4K) | |
6.7K | QoQ +0.44% (-30) | All Managers (Combined) | $304.3K | ||
9.7K | QoQ +0.35% (+34)YoY +0.04% (+4) | All Managers (Combined) | $302.6K | ||
(cusip808524748)✕ | 8.3K | All Managers (Combined) | $302.0K | ||
1.5K | YoY -3.71% (-57) | All Managers (Combined) | $301.8K | ||
7.5K | QoQ +5.93% (-418)YoY +1.16% (-86) | All Managers (Combined) | $301.6K |