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 47 of 53
46435U556
Shares:
8270(+5.1%)
Value:
$260.1M(-10.8%)
33738D101
Shares:
6901(-15.9%)
Value:
$258.7M(-11.5%)
97717W851
Shares:
2342(-6.0%)
Value:
$258.1M(-6.1%)
337345102
Shares:
1461(+1.7%)
Value:
$253.5M(-6.2%)
33740F714
Shares:
6032(+0.0%)
Value:
$253.2M(-3.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
34.0K | All Managers (Combined) | $264.2K | |||
996 | YoY NEW(+996) | All Managers (Combined) | $263.8K | YoY NEW(+$263.8K) | |
773 | QoQ -1.40% (-11) | All Managers (Combined) | $261.1K | ||
11.3K | QoQ NEW(+11.3K) YoY +3.58% (-393) | All Managers (Combined) | $260.5K | QoQ NEW(+$260.5K) | |
(cusip46435U556)✕ | 8.3K | QoQ +5.08% (-400)YoY NEW(+8.3K) | All Managers (Combined) | $260.1K | YoY NEW(+$260.1K) |
84.8K | All Managers (Combined) | $259.6K | |||
5.4K | QoQ +0.07% (-4) | All Managers (Combined) | $259.5K | ||
2.3K | QoQ -6.10% (-148)YoY -2.10% (-49) | All Managers (Combined) | $259.1K | ||
(cusip33738D101)✕ | 6.9K | YoY NEW(+6.9K) | All Managers (Combined) | $258.7K | YoY NEW(+$258.7K) |
(cusip97717W851)✕ | 2.3K | All Managers (Combined) | $258.1K | ||
18.3K | All Managers (Combined) | $255.1K | |||
(cusip337345102)✕ | 1.5K | QoQ +1.74% (-25) | All Managers (Combined) | $253.5K | |
(cusip33740F714)✕ | 6.0K | QoQ 0.00% (-0)YoY NEW(+6.0K) | All Managers (Combined) | $253.2K | YoY NEW(+$253.2K) |
2.6K | QoQ -2.46% (-67)YoY -7.54% (-216) | All Managers (Combined) | $252.9K | ||
4.7K | QoQ NEW(+4.7K) YoY -5.23% (-258) | All Managers (Combined) | $251.9K | QoQ NEW(+$251.9K) | |
2.4K | All Managers (Combined) | $250.9K | |||
4.2K | All Managers (Combined) | $250.5K | |||
Amdocs Ltd(DOXcusipG02602103) | 2.7K | All Managers (Combined) | $248.9K | ||
Godaddy Inc.(GDDYcusip380237107) | 1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $248.1K | YoY NEW(+$248.1K) |
Cadence Bank(CADEcusip12740C103) | 8.2K | YoY NEW(+8.2K) | All Managers (Combined) | $247.9K | YoY NEW(+$247.9K) |