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 49 of 53
46429B747
Shares:
2162(-0.9%)
Value:
$223.7M(+1.9%)
921932828
Shares:
2315(+0.0%)
Value:
$223.4M(-9.0%)
33738D309
Shares:
4806(-19.6%)
Value:
$219.4M(-20.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Allegion Plc(ALLEcusipG0176J109) | 1.8K | All Managers (Combined) | $229.6K | ||
Snap-On Inc(SNAcusip833034101) | 680 | All Managers (Combined) | $229.2K | ||
4.4K | QoQ -6.50% (-304)YoY NEW(+4.4K) | All Managers (Combined) | $229.1K | YoY NEW(+$229.1K) | |
672 | QoQ +14.28% (+84)YoY +7.34% (-46) | All Managers (Combined) | $228.8K | ||
2.7K | All Managers (Combined) | $227.8K | |||
5.9K | QoQ -0.16% (-10)YoY NEW(+5.9K) | All Managers (Combined) | $227.8K | YoY NEW(+$227.8K) | |
Pentair Plc(PNRcusipG7S00T104) | 2.6K | QoQ +0.54% (-14)YoY NEW(+2.6K) | All Managers (Combined) | $227.6K | YoY NEW(+$227.6K) |
1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $226.2K | YoY NEW(+$226.2K) | |
(cusip46429B747)✕ | 2.2K | QoQ -0.91% (-20)YoY -1.05% (-23) | All Managers (Combined) | $223.7K | |
Roblox Corp(RBLXcusip771049103) | 3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $223.6K | YoY NEW(+$223.6K) |
(cusip921932828)✕ | 2.3K | QoQ 0.00% (-0)YoY NEW(+2.3K) | All Managers (Combined) | $223.4K | YoY NEW(+$223.4K) |
Pearson Plc(PSOcusip705015105) | 13.9K | QoQ +2.36% (+322)YoY +0.54% (+75) | All Managers (Combined) | $223.1K | |
667 | QoQ -0.59% (-4)YoY 0.00% (+0) | All Managers (Combined) | $223.0K | ||
2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $222.0K | QoQ NEW(+$222.0K) YoY NEW(+$222.0K) | |
3.5K | QoQ NEW(+3.5K) YoY NEW(+3.5K) | All Managers (Combined) | $220.8K | QoQ NEW(+$220.8K) YoY NEW(+$220.8K) | |
(cusip33738D309)✕ | 4.8K | All Managers (Combined) | $219.4K | ||
1.4K | All Managers (Combined) | $219.2K | |||
769 | QoQ -9.52% (-81)YoY NEW(+769) | All Managers (Combined) | $217.3K | YoY NEW(+$217.3K) | |
2.6K | QoQ +4.46% (+111)YoY -6.24% (-173) | All Managers (Combined) | $217.0K | ||
1.2K | All Managers (Combined) | $216.5K |