United-Capital-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "PINS",
  "SE",
  "ARES",
  "FSV",
  "MPWR",
  "ARGX",
  null,
  null,
  "RRX",
  null,
  null,
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MORN",
  "NTR",
  null,
  "TROW",
  null,
  "ITUB",
  "RJF",
  "AES",
  "AR",
  "MOS",
  "AAL",
  null,
  "HUM",
  null,
  null,
  "PCG",
  null,
  "RF",
  "SMCI",
  "BCE",
  null,
  "FWONK",
  "SNOW",
  "MU",
  null,
  "ACN",
  "ZS",
  "ITT",
  null,
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "SFNC",
  "JLL",
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "ALNY",
  "VDE",
  null,
  "AXP",
  null,
  "ATMU",
  "AEG",
  null,
  "SCHH",
  "AFRM",
  "AMG",
  "AIG",
  "MT",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "E",
  null,
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  "BRO",
  "AIT",
  "KMX",
  "CP.TO",
  "ARCC",
  null,
  "SAN",
  "WRB",
  "BSX",
  "CSQ",
  null,
  null,
  "CLM",
  null,
  "DBEF",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  null,
  "LNC",
  null,
  null,
  null,
  "LINE",
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  "DUK",
  null,
  "D",
  "NICE",
  null,
  "ESS",
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  "RL",
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  null,
  null,
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  null,
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  "UG",
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  null,
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  null,
  null,
  "GD",
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  null,
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  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
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  null,
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  null,
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  null,
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  null,
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  "ING",
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  null,
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  null,
  null,
  null,
  null,
  "LDI",
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  null,
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  null,
  null,
  "IVW",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  "L",
  null,
  null,
  "MPC",
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  "APA",
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  "MFG",
  "MDLZ",
  "MUFG",
  "CORZ",
  "DOUG",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
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  "EVRG",
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  "FHN",
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  "GE",
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  "INCY",
  "HIG",
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  "NU",
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "HPE",
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  "LDOS",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  "NOW",
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  "O",
  "ROST",
  "SNA",
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  null,
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  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
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  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
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  "SYK",
  "SBUX",
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  null,
  "VWO",
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  null,
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  null,
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  null,
  null,
  "NJR",
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  "GL",
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  null,
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  null,
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  null,
  null,
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  "VTR",
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  null,
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  "K",
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  null,
  null,
  "ATO",
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  "VNO",
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  "TMHC",
  null,
  "TOL",
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  "AMD",
  "SONY",
  "ALLE",
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  "EL",
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  "FI",
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  "DRI",
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  "IP",
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  "F",
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  "WEC",
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  "DEO",
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  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "IR",
  "AIZ",
  "NCLH",
  "CAH",
  "AEP",
  "BKR",
  "ES",
  "GOOD",
  "IAUX",
  "IFF",
  "NOTV",
  "INVH",
  null,
  "IDXX",
  null,
  "RHP",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
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  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  "TTWO",
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  null,
  "IVE",
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  "LUV",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  "HBAN",
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  null,
  "ACM",
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  null,
  "VGT",
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  "ESGV",
  "VUG",
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  null,
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  null,
  null,
  "VXUS",
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  null,
  "VLTO",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "LBRDK",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  "MLM",
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  "ITOT",
  "URI",
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  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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: united-capital-financial-advisors
Manager Name: United-Capital-Financial-Advisors

Data Enrichment

77% identified

814 identified241 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,055 positions • $10.9B total value

SEC FilingSEC DataHachi Filing

Manager:

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ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:34.0K

Value:$264.2K

% of Portfolio:0.0% ($264.2K/$10.9B)

92204A504

VHT|92204A504

Shares:996

Value:$263.8K

% of Portfolio:0.0% ($263.8K/$10.9B)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:773

Value:$261.1K

% of Portfolio:0.0% ($261.1K/$10.9B)

BCE INC

BCE|05534B760

Shares:11.3K

Value:$260.5K

% of Portfolio:0.0% ($260.5K/$10.9B)

46435U556

Shares:8.3K

Value:$260.1K

% of Portfolio:0.0% ($260.1K/$10.9B)

WIPRO LTD

WIT|97651M109

Shares:84.8K

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$10.9B)

Brookfield Asset Management Ltd.

BAM.TO|113004105

Shares:5.4K

Value:$259.5K

% of Portfolio:0.0% ($259.5K/$10.9B)

REGAL REXNORD CORP

RRX|758750103

Shares:2.3K

Value:$259.1K

% of Portfolio:0.0% ($259.1K/$10.9B)

33738D101

Shares:6.9K

Value:$258.7K

% of Portfolio:0.0% ($258.7K/$10.9B)

97717W851

Shares:2.3K

Value:$258.1K

% of Portfolio:0.0% ($258.1K/$10.9B)

CENOVUS ENERGY INC.

CVE|15135U109

Shares:18.3K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$10.9B)

337345102

Shares:1.5K

Value:$253.5K

% of Portfolio:0.0% ($253.5K/$10.9B)

33740F714

Shares:6.0K

Value:$253.2K

% of Portfolio:0.0% ($253.2K/$10.9B)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:2.6K

Value:$252.9K

% of Portfolio:0.0% ($252.9K/$10.9B)

FIRST INDUSTRIAL REALTY TRUST INC

FR|32054K103

Shares:4.7K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$10.9B)

Toll Brothers, Inc.

TOL|889478103

Shares:2.4K

Value:$250.9K

% of Portfolio:0.0% ($250.9K/$10.9B)

TORONTO DOMINION BANK

TD|891160509

Shares:4.2K

Value:$250.5K

% of Portfolio:0.0% ($250.5K/$10.9B)

AMDOCS LTD

DOX|G02602103

Shares:2.7K

Value:$248.9K

% of Portfolio:0.0% ($248.9K/$10.9B)

GoDaddy Inc.

GDDY|380237107

Shares:1.4K

Value:$248.1K

% of Portfolio:0.0% ($248.1K/$10.9B)

Cadence Bank

CADE|12740C103

Shares:8.2K

Value:$247.9K

% of Portfolio:0.0% ($247.9K/$10.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	34.0K	QoQ +6.32% (+2.0K) YoY +91.05% (+16.2K)	All Managers (Combined)	$264.2K	0.0% ($264.2K/$10.9B)	QoQ +2.36% (+$6.1K) YoY +169.07% (+$166.0K)
(VHTcusip92204A504)	996	QoQ -14.79% (-173) YoY NEW(+996)	All Managers (Combined)	$263.8K	0.0% ($263.8K/$10.9B)	QoQ -11.02% (-$32.7K) YoY NEW(+$263.8K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	773	QoQ -1.40% (-11) YoY -24.43% (-250)	All Managers (Combined)	$261.1K	0.0% ($261.1K/$10.9B)	QoQ +6.37% (-$15.6K) YoY -7.14% (-$20.1K)
BCE INC(BCEcusip05534B760)	11.3K	QoQ NEW(+11.3K) YoY +3.58% (-393)	All Managers (Combined)	$260.5K	0.0% ($260.5K/$10.9B)	QoQ NEW(+$260.5K) YoY -30.00% (-$111.7K)
(cusip46435U556)✕	8.3K	QoQ +5.08% (-400) YoY NEW(+8.3K)	All Managers (Combined)	$260.1K	0.0% ($260.1K/$10.9B)	QoQ -10.84% (-$31.6K) YoY NEW(+$260.1K)
WIPRO LTD(WITcusip97651M109)	84.8K	QoQ -2.60% (-2.3K) YoY +108.73% (+44.2K)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$10.9B)	QoQ -15.80% (-$48.7K) YoY +11.08% (+$25.9K)
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	5.4K	QoQ +0.07% (-4) YoY -37.07% (-3.2K)	All Managers (Combined)	$259.5K	0.0% ($259.5K/$10.9B)	QoQ -10.52% (-$30.5K) YoY -27.44% (-$98.2K)
REGAL REXNORD CORP(RRXcusip758750103)	2.3K	QoQ -6.10% (-148) YoY -2.10% (-49)	All Managers (Combined)	$259.1K	0.0% ($259.1K/$10.9B)	QoQ -31.11% (-$117.0K) YoY -38.12% (-$159.6K)
(cusip33738D101)✕	6.9K	QoQ -15.88% (-1.3K) YoY NEW(+6.9K)	All Managers (Combined)	$258.7K	0.0% ($258.7K/$10.9B)	QoQ -11.54% (-$33.8K) YoY NEW(+$258.7K)
(cusip97717W851)✕	2.3K	QoQ -6.01% (-150) YoY -74.19% (-6.7K)	All Managers (Combined)	$258.1K	0.0% ($258.1K/$10.9B)	QoQ -6.11% (-$16.8K) YoY -73.79% (-$726.7K)
CENOVUS ENERGY INC.(CVEcusip15135U109)	18.3K	QoQ -5.81% (-1.1K) YoY +30.59% (-4.3K)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$10.9B)	QoQ -13.52% (-$39.9K) YoY -9.12% (-$25.6K)
(cusip337345102)✕	1.5K	QoQ +1.74% (-25) YoY +18.29% (+226)	All Managers (Combined)	$253.5K	0.0% ($253.5K/$10.9B)	QoQ -6.21% (-$16.8K) YoY +7.68% (+$18.1K)
(cusip33740F714)✕	6.0K	QoQ 0.00% (-0) YoY NEW(+6.0K)	All Managers (Combined)	$253.2K	0.0% ($253.2K/$10.9B)	QoQ -3.00% (-$7.8K) YoY NEW(+$253.2K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	2.6K	QoQ -2.46% (-67) YoY -7.54% (-216)	All Managers (Combined)	$252.9K	0.0% ($252.9K/$10.9B)	QoQ -4.01% (-$10.6K) YoY -9.59% (-$26.8K)
FIRST INDUSTRIAL REALTY TRUST INC(FRcusip32054K103)	4.7K	QoQ NEW(+4.7K) YoY -5.23% (-258)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$10.9B)	QoQ NEW(+$251.9K) YoY -2.67% (-$6.9K)
Toll Brothers, Inc.(TOLcusip889478103)	2.4K	QoQ -4.65% (-116) YoY -11.21% (-300)	All Managers (Combined)	$250.9K	0.0% ($250.9K/$10.9B)	QoQ -20.06% (-$63.0K) YoY -27.53% (-$95.3K)
TORONTO DOMINION BANK(TDcusip891160509)	4.2K	QoQ -6.86% (-308) YoY -19.23% (-995)	All Managers (Combined)	$250.5K	0.0% ($250.5K/$10.9B)	QoQ +4.85% (-$11.6K) YoY -19.81% (-$61.9K)
AMDOCS LTD(DOXcusipG02602103)	2.7K	QoQ +10.61% (+261) YoY +14.96% (+354)	All Managers (Combined)	$248.9K	0.0% ($248.9K/$10.9B)	QoQ +18.87% (+$39.5K) YoY +16.39% (+$35.1K)
GoDaddy Inc.(GDDYcusip380237107)	1.4K	QoQ +11.13% (+138) YoY NEW(+1.4K)	All Managers (Combined)	$248.1K	0.0% ($248.1K/$10.9B)	QoQ +1.43% (+$3.5K) YoY NEW(+$248.1K)
Cadence Bank(CADEcusip12740C103)	8.2K	QoQ -25.99% (-2.9K) YoY NEW(+8.2K)	All Managers (Combined)	$247.9K	0.0% ($247.9K/$10.9B)	QoQ -34.77% (-$132.2K) YoY NEW(+$247.9K)