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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46434V464

1480(+0.0%)

Value:

$282.9M(-1.2%)

ARGENX SE

ARGX|04016X101

476(+7.4%)

Value:

$281.7M(+3.4%)

78463X194

7950(-3.5%)

Value:

$281.2M(-5.9%)

46138G508

13548(+5.8%)

Value:

$280.4M(+4.0%)

MOSAIC CO

MOS|61945C103

10364(+15.8%)

Value:

$279.9M(+27.3%)

DICK'S SPORTING GOODS, INC.

DKS|253393102

1382(-0.5%)

Value:

$278.6M(-12.4%)

02390A101

19580(-20.4%)

Value:

$278.4M(-20.9%)

Nutrien Ltd.

NTR|67077M108

5553(+10.1%)

Value:

$275.8M(+22.2%)

464287796

5594(+0.0%)

Value:

$275.8M(+8.2%)

Celanese Corp

CE|150870103

4828(-21.7%)

Value:

$274.1M(-35.8%)

33740F771

6500

Value:

$274.0M

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

14434(+3.6%)

Value:

$273.7M(-23.6%)

Chewy, Inc.

CHWY|16679L109

8397(+20.8%)

Value:

$273.0M(+17.3%)

Brixmor Property Group Inc.

BRX|11120U105

10251(-1.1%)

Value:

$272.2M(-5.7%)

SHINHAN FINANCIAL GROUP CO LTD

SHG|824596100

8377(-0.7%)

Value:

$268.7M(-3.1%)

921909768

VXUS|921909768

4302(+1.7%)

Value:

$267.2M(+7.2%)

EQUITY LIFESTYLE PROPERTIES INC

ELS|29472R108

4003(-3.7%)

Value:

$267.0M(-3.5%)

808524854

10739

Value:

$267.0M

BIO-TECHNE Corp

TECH|09073M104

4545(+1.6%)

Value:

$266.4M(-17.3%)

EAST WEST BANCORP INC

EWBC|27579R104

2963(+10.1%)

Value:

$266.0M(+3.2%)

Instrument	Shares		Other Manager	Value
(cusip46434V464)✕	1.5K	QoQ 0.00% (-0) YoY +10.11% (+136)	All Managers (Combined)	$282.9K	QoQ -1.24% (-$3.6K) YoY +17.26% (+$41.7K)
Argenx Se(ARGXcusip04016X101)	476	QoQ +7.44% (+33) YoY NEW(+476)	All Managers (Combined)	$281.7K	QoQ +3.40% (+$9.3K) YoY NEW(+$281.7K)
(cusip78463X194)✕	8.0K	QoQ -3.47% (-286) YoY -1.25% (-101)	All Managers (Combined)	$281.2K	QoQ -5.91% (-$17.7K) YoY +3.33% (-$9.1K)
(cusip46138G508)✕	13.5K	QoQ +5.81% (+745) YoY +6.75% (+857)	All Managers (Combined)	$280.4K	QoQ +3.96% (+$10.7K) YoY +4.48% (+$12.0K)
Mosaic Co(MOScusip61945C103)	10.4K	QoQ +15.83% (+1.4K) YoY +23.24% (+2.0K)	All Managers (Combined)	$279.9K	QoQ +27.28% (+$60.0K) YoY +2.55% (+$7.0K)
Dick'S Sporting Goods, Inc.(DKScusip253393102)	1.4K	QoQ -0.50% (-7) YoY -12.64% (-200)	All Managers (Combined)	$278.6K	QoQ -12.36% (-$39.3K) YoY -21.69% (-$77.2K)
(cusip02390A101)✕	19.6K	QoQ -20.41% (-5.0K) YoY -25.57% (-6.7K)	All Managers (Combined)	$278.4K	QoQ -20.92% (-$73.7K) YoY -43.28% (-$212.5K)
Nutrien Ltd.(NTRcusip67077M108)	5.6K	QoQ +10.09% (+509) YoY -63.83% (-9.8K)	All Managers (Combined)	$275.8K	QoQ +22.19% (+$50.1K) YoY -66.92% (-$558.1K)
(cusip464287796)✕	5.6K	QoQ 0.00% (+0) YoY -29.25% (-2.3K)	All Managers (Combined)	$275.8K	QoQ +8.18% (+$20.9K) YoY -29.39% (-$114.8K)
Celanese Corp(CEcusip150870103)	4.8K	QoQ -21.71% (-1.3K) YoY -27.97% (-1.9K)	All Managers (Combined)	$274.1K	QoQ -35.78% (-$152.7K) YoY -76.20% (-$877.9K)
(cusip33740F771)✕	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$274.0K	QoQ NEW(+$274.0K) YoY NEW(+$274.0K)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	14.4K	QoQ +3.63% (-506) YoY +19.62% (+2.4K)	All Managers (Combined)	$273.7K	QoQ -23.63% (-$84.7K) YoY +8.36% (+$21.1K)
Chewy, Inc.(CHWYcusip16679L109)	8.4K	QoQ +20.80% (+1.4K) YoY NEW(+8.4K)	All Managers (Combined)	$273.0K	QoQ +17.26% (+$40.2K) YoY NEW(+$273.0K)
Brixmor Property Group Inc.(BRXcusip11120U105)	10.3K	QoQ -1.10% (-115) YoY -36.95% (-6.0K)	All Managers (Combined)	$272.2K	QoQ -5.69% (-$16.4K) YoY -28.62% (-$109.2K)
Shinhan Financial Group Co Ltd(SHGcusip824596100)	8.4K	QoQ -0.68% (-58) YoY -2.17% (-186)	All Managers (Combined)	$268.7K	QoQ -3.10% (-$8.6K) YoY -11.57% (-$35.2K)
(VXUScusip921909768)	4.3K	QoQ +1.72% (+73) YoY -31.19% (-1.9K)	All Managers (Combined)	$267.2K	QoQ +7.19% (+$17.9K) YoY -29.12% (-$109.8K)
Equity Lifestyle Properties Inc(ELScusip29472R108)	4.0K	QoQ -3.68% (-153) YoY -37.74% (-2.4K)	All Managers (Combined)	$267.0K	QoQ -3.53% (-$9.8K) YoY -35.51% (-$147.1K)
(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	QoQ -17.28% (-$55.7K) YoY -13.51% (-$41.7K)
East West Bancorp Inc(EWBCcusip27579R104)	3.0K	QoQ +10.06% (+271) YoY +6.50% (+181)	All Managers (Combined)	$266.0K	QoQ +3.17% (+$8.2K) YoY +20.84% (+$45.9K)