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 45 of 53
78464A607
Shares:
2994(+0.0%)
Value:
$296.8M(+0.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.7K | All Managers (Combined) | $299.1K | |||
(cusip78464A607)✕ | 3.0K | QoQ 0.00% (+0)YoY -0.69% (-21) | All Managers (Combined) | $296.8K | |
Mongodb, Inc.(MDBcusip60937P106) | 1.7K | All Managers (Combined) | $296.6K | ||
Hasbro, Inc.(HAScusip418056107) | 4.8K | YoY NEW(+4.8K) | All Managers (Combined) | $293.7K | YoY NEW(+$293.7K) |
958 | All Managers (Combined) | $293.7K | |||
808 | QoQ -9.00% (-80)YoY -6.04% (-52) | All Managers (Combined) | $293.6K | ||
12.4K | QoQ NEW(+12.4K) YoY NEW(+12.4K) | All Managers (Combined) | $292.8K | QoQ NEW(+$292.8K) YoY NEW(+$292.8K) | |
2.2K | QoQ NEW(+2.2K) YoY NEW(+2.2K) | All Managers (Combined) | $292.6K | QoQ NEW(+$292.6K) YoY NEW(+$292.6K) | |
9.5K | All Managers (Combined) | $291.3K | |||
1.3K | YoY +4.14% (+50) | All Managers (Combined) | $291.2K | ||
Teradyne, Inc(TERcusip880770102) | 3.5K | All Managers (Combined) | $290.2K | ||
Natera, Inc.(NTRAcusip632307104) | 2.0K | QoQ +2.29% (-46)YoY -7.08% (-156) | All Managers (Combined) | $289.5K | |
Rollins Inc(ROLcusip775711104) | 5.3K | QoQ -2.62% (-144)YoY -3.52% (-195) | All Managers (Combined) | $288.1K | |
4.7K | All Managers (Combined) | $287.9K | |||
659 | YoY NEW(+659) | All Managers (Combined) | $286.0K | YoY NEW(+$286.0K) | |
5.0K | QoQ +8.65% (+402)YoY NEW(+5.0K) | All Managers (Combined) | $285.5K | YoY NEW(+$285.5K) | |
4.1K | QoQ +1.29% (-52) | All Managers (Combined) | $285.2K | ||
Oge Energy Corp.(OGEcusip670837103) | 6.2K | QoQ -1.30% (-82) | All Managers (Combined) | $285.1K | |
2.2K | QoQ +1.71% (-37)YoY -3.21% (-73) | All Managers (Combined) | $284.1K | ||
2.5K | All Managers (Combined) | $283.2K |