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 48 of 53
464288802
Shares:
2143(-39.9%)
Value:
$246.2M(-43.2%)
808524870
Shares:
9133(+5.5%)
Value:
$245.6M(+9.8%)
53656F607
Shares:
4969(+0.0%)
Value:
$242.7M(-7.4%)
33740F664
Shares:
5847(+7.9%)
Value:
$242.7M(+5.1%)
46436E130
Shares:
9440(+12.3%)
Value:
$241.3M(+14.3%)
46137V332
Shares:
8000
Value:
$238.0M
464288760
Shares:
1501(-28.6%)
Value:
$229.8M(-24.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288802)✕ | 2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $246.2K | YoY NEW(+$246.2K) |
(cusip808524870)✕ | 9.1K | All Managers (Combined) | $245.6K | ||
W. P. Carey Inc.(WPCcusip92936U109) | 3.9K | All Managers (Combined) | $244.8K | ||
19.4K | QoQ -1.48% (-293)YoY -3.43% (-690) | All Managers (Combined) | $244.8K | ||
(cusip53656F607)✕ | 5.0K | QoQ 0.00% (-0) | All Managers (Combined) | $242.7K | |
(cusip33740F664)✕ | 5.8K | QoQ +7.93% (+430)YoY NEW(+5.8K) | All Managers (Combined) | $242.7K | YoY NEW(+$242.7K) |
(cusip46436E130)✕ | 9.4K | All Managers (Combined) | $241.3K | ||
8.1K | All Managers (Combined) | $241.2K | |||
1.0K | All Managers (Combined) | $238.2K | |||
(cusip46137V332)✕ | 8.0K | QoQ NEW(+8.0K) YoY NEW(+8.0K) | All Managers (Combined) | $238.0K | QoQ NEW(+$238.0K) YoY NEW(+$238.0K) |
Hubbell Inc(HUBBcusip443510607) | 706 | YoY NEW(+706) | All Managers (Combined) | $233.5K | YoY NEW(+$233.5K) |
Owens Corning(OCcusip690742101) | 1.6K | QoQ -4.29% (-73) | All Managers (Combined) | $232.1K | |
6.5K | QoQ -3.05% (-206)YoY NEW(+6.5K) | All Managers (Combined) | $232.1K | YoY NEW(+$232.1K) | |
Docusign, Inc.(DOCUcusip256163106) | 2.9K | All Managers (Combined) | $232.0K | ||
1.5K | QoQ NEW(+1.5K) | All Managers (Combined) | $232.0K | QoQ NEW(+$232.0K) | |
6.5K | QoQ -1.82% (-120)YoY NEW(+6.5K) | All Managers (Combined) | $231.7K | YoY NEW(+$231.7K) | |
Allient Inc(ALNTcusip019330109) | 10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $230.8K | QoQ NEW(+$230.8K) YoY NEW(+$230.8K) |
Moderna, Inc.(MRNAcusip60770K107) | 8.1K | All Managers (Combined) | $230.8K | ||
4.2K | QoQ NEW(+4.2K) YoY NEW(+4.2K) | All Managers (Combined) | $229.8K | QoQ NEW(+$229.8K) YoY NEW(+$229.8K) | |
(cusip464288760)✕ | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $229.8K | YoY NEW(+$229.8K) |