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 46 of 53
46434V464
Shares:
1480(+0.0%)
Value:
$282.9M(-1.2%)
78463X194
Shares:
7950(-3.5%)
Value:
$281.2M(-5.9%)
46138G508
Shares:
13548(+5.8%)
Value:
$280.4M(+4.0%)
02390A101
Shares:
19580(-20.4%)
Value:
$278.4M(-20.9%)
464287796
Shares:
5594(+0.0%)
Value:
$275.8M(+8.2%)
33740F771
Shares:
6500
Value:
$274.0M
808524854
Shares:
10739
Value:
$267.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46434V464)✕ | 1.5K | QoQ 0.00% (-0) | All Managers (Combined) | $282.9K | |
476 | QoQ +7.44% (+33)YoY NEW(+476) | All Managers (Combined) | $281.7K | YoY NEW(+$281.7K) | |
(cusip78463X194)✕ | 8.0K | QoQ -3.47% (-286)YoY -1.25% (-101) | All Managers (Combined) | $281.2K | |
(cusip46138G508)✕ | 13.5K | QoQ +5.81% (+745)YoY +6.75% (+857) | All Managers (Combined) | $280.4K | |
10.4K | All Managers (Combined) | $279.9K | |||
1.4K | QoQ -0.50% (-7) | All Managers (Combined) | $278.6K | ||
(cusip02390A101)✕ | 19.6K | All Managers (Combined) | $278.4K | ||
Nutrien Ltd.(NTRcusip67077M108) | 5.6K | All Managers (Combined) | $275.8K | ||
(cusip464287796)✕ | 5.6K | QoQ 0.00% (+0) | All Managers (Combined) | $275.8K | |
Celanese Corp(CEcusip150870103) | 4.8K | All Managers (Combined) | $274.1K | ||
(cusip33740F771)✕ | 6.5K | QoQ NEW(+6.5K) YoY NEW(+6.5K) | All Managers (Combined) | $274.0K | QoQ NEW(+$274.0K) YoY NEW(+$274.0K) |
14.4K | All Managers (Combined) | $273.7K | |||
Chewy, Inc.(CHWYcusip16679L109) | 8.4K | YoY NEW(+8.4K) | All Managers (Combined) | $273.0K | YoY NEW(+$273.0K) |
10.3K | All Managers (Combined) | $272.2K | |||
8.4K | QoQ -0.68% (-58)YoY -2.17% (-186) | All Managers (Combined) | $268.7K | ||
4.3K | All Managers (Combined) | $267.2K | |||
4.0K | All Managers (Combined) | $267.0K | |||
(cusip808524854)✕ | 10.7K | QoQ NEW(+10.7K) YoY NEW(+10.7K) | All Managers (Combined) | $267.0K | QoQ NEW(+$267.0K) YoY NEW(+$267.0K) |
Bio-Techne Corp(TECHcusip09073M104) | 4.5K | QoQ +1.63% (-73)YoY +3.83% (-168) | All Managers (Combined) | $266.4K | |
3.0K | All Managers (Combined) | $266.0K |