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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464288802

2143(-39.9%)

Value:

$246.2M(-43.2%)

808524870

9133(+5.5%)

Value:

$245.6M(+9.8%)

W. P. Carey Inc.

WPC|92936U109

3880(-13.4%)

Value:

$244.8M(+0.3%)

KINROSS GOLD CORP

KGC|496902404

19411(-1.5%)

Value:

$244.8M(+34.0%)

53656F607

4969(+0.0%)

Value:

$242.7M(-7.4%)

33740F664

5847(+7.9%)

Value:

$242.7M(+5.1%)

46436E130

9440(+12.3%)

Value:

$241.3M(+14.3%)

MGM Resorts International

MGM|552953101

8137(+8.2%)

Value:

$241.2M(-7.4%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

1000(-94.4%)

Value:

$238.2M(-95.2%)

46137V332

8000

Value:

$238.0M

HUBBELL INC

HUBB|443510607

706(+24.7%)

Value:

$233.5M(-1.4%)

Owens Corning

OC|690742101

1625(-4.3%)

Value:

$232.1M(-19.8%)

Primo Brands Corp

PRMB|741623102

6540(-3.0%)

Value:

$232.1M(+11.8%)

DOCUSIGN, INC.

DOCU|256163106

2850(-7.0%)

Value:

$232.0M(-15.8%)

PTC INC.

PTC|69370C100

1497

Value:

$232.0M

Frontier Communications Parent, Inc.

FYBR|35909D109

6461(-1.8%)

Value:

$231.7M(+1.4%)

ALLIENT INC

ALNT|019330109

10502

Value:

$230.8M

Moderna, Inc.

MRNA|60770K107

8141(-10.1%)

Value:

$230.8M(-38.7%)

PILGRIMS PRIDE CORP

PPC|72147K108

4216

Value:

$229.8M

464288760

1501(-28.6%)

Value:

$229.8M(-24.7%)

Instrument	Shares		Other Manager	Value
(cusip464288802)✕	2.1K	QoQ -39.90% (-1.4K) YoY NEW(+2.1K)	All Managers (Combined)	$246.2K	QoQ -43.22% (-$187.4K) YoY NEW(+$246.2K)
(cusip808524870)✕	9.1K	QoQ +5.46% (+473) YoY +64.05% (-3.6K)	All Managers (Combined)	$245.6K	QoQ +9.79% (+$21.9K) YoY -15.41% (-$44.8K)
W. P. Carey Inc.(WPCcusip92936U109)	3.9K	QoQ -13.43% (-602) YoY -42.28% (-2.8K)	All Managers (Combined)	$244.8K	QoQ +0.27% (-$662) YoY -35.46% (-$134.6K)
Kinross Gold Corp(KGCcusip496902404)	19.4K	QoQ -1.48% (-293) YoY -3.43% (-690)	All Managers (Combined)	$244.8K	QoQ +34.00% (-$62.1K) YoY +98.64% (-$121.6K)
(cusip53656F607)✕	5.0K	QoQ 0.00% (-0) YoY +10.44% (+470)	All Managers (Combined)	$242.7K	QoQ -7.39% (-$19.4K) YoY +11.54% (+$25.1K)
(cusip33740F664)✕	5.8K	QoQ +7.93% (+430) YoY NEW(+5.8K)	All Managers (Combined)	$242.7K	QoQ +5.07% (+$11.7K) YoY NEW(+$242.7K)
(cusip46436E130)✕	9.4K	QoQ +12.27% (+1.0K) YoY -53.19% (-10.7K)	All Managers (Combined)	$241.3K	QoQ +14.33% (+$30.3K) YoY -53.04% (-$272.6K)
Mgm Resorts International(MGMcusip552953101)	8.1K	QoQ +8.24% (-620) YoY -12.84% (-1.2K)	All Managers (Combined)	$241.2K	QoQ -7.40% (-$19.3K) YoY -45.27% (-$199.6K)
Marriott International Inc /Md/(MARcusip571903202)	1.0K	QoQ -94.43% (-17.0K) YoY -95.30% (-20.3K)	All Managers (Combined)	$238.2K	QoQ -95.24% (-$4.8M) YoY -95.56% (-$5.1M)
(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	QoQ +24.73% (-140) YoY NEW(+706)	All Managers (Combined)	$233.5K	QoQ -1.44% (-$3.4K) YoY NEW(+$233.5K)
Owens Corning(OCcusip690742101)	1.6K	QoQ -4.29% (-73) YoY -10.76% (-196)	All Managers (Combined)	$232.1K	QoQ -19.75% (-$57.1K) YoY -23.59% (-$71.7K)
Primo Brands Corp(PRMBcusip741623102)	6.5K	QoQ -3.05% (-206) YoY NEW(+6.5K)	All Managers (Combined)	$232.1K	QoQ +11.80% (-$24.5K) YoY NEW(+$232.1K)
Docusign, Inc.(DOCUcusip256163106)	2.9K	QoQ -6.98% (-214) YoY -24.70% (-935)	All Managers (Combined)	$232.0K	QoQ -15.81% (-$43.6K) YoY +2.92% (-$6.6K)
Ptc Inc.(PTCcusip69370C100)	1.5K	QoQ NEW(+1.5K) YoY +21.50% (-265)	All Managers (Combined)	$232.0K	QoQ NEW(+$232.0K) YoY -0.34% (-$814)
Frontier Communications Parent, Inc.(FYBRcusip35909D109)	6.5K	QoQ -1.82% (-120) YoY NEW(+6.5K)	All Managers (Combined)	$231.7K	QoQ +1.45% (-$3.3K) 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	QoQ -10.13% (-918) YoY -17.80% (-1.8K)	All Managers (Combined)	$230.8K	QoQ -38.72% (-$145.9K) YoY -78.13% (-$824.6K)
Pilgrims Pride Corp(PPCcusip72147K108)	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	QoQ -28.55% (-600) YoY NEW(+1.5K)	All Managers (Combined)	$229.8K	QoQ -24.74% (-$75.6K) YoY NEW(+$229.8K)