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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TENARIS SA

TS|88031M109

5508(-2.1%)

Value:

$215.4M(+1.3%)

922020805

4306

Value:

$214.9M

97717Y543

11300(+0.0%)

Value:

$214.7M(-13.6%)

33740F722

4300(-16.2%)

Value:

$214.5M(-18.6%)

Infosys Ltd

INFY|456788108

11741(-27.7%)

Value:

$214.3M(-39.8%)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

2012(-2.3%)

Value:

$213.4M(-9.4%)

Viatris Inc

VTRS|92556V106

24473(-26.9%)

Value:

$213.2M(-48.8%)

Zscaler, Inc.

ZS|98980G102

1072

Value:

$212.7M

808524847

SCHH|808524847

9875

Value:

$212.4M

JONES LANG LASALLE INC

JLL|48020Q107

855(+2.9%)

Value:

$212.0M(+0.8%)

Ryman Hospitality Properties, Inc.

RHP|78377T107

2315(-6.0%)

Value:

$211.7M(-17.6%)

ENI SPA

E|26874R108

6843

Value:

$211.7M

464288273

3330(-2.9%)

Value:

$211.5M(+1.5%)

ELBIT SYSTEMS LTD

ESLT|M3760D101

551

Value:

$211.4M

COHERENT CORP.

COHR|19247G107

3251

Value:

$211.1M

Taylor Morrison Home Corp

TMHC|87724P106

3511(+5.7%)

Value:

$210.8M(+3.7%)

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

933(-1.2%)

Value:

$210.2M(-7.0%)

33734K109

2039(-2.4%)

Value:

$208.9M(-4.1%)

Interactive Brokers Group, Inc.

IBKR|45841N107

1261(-1.2%)

Value:

$208.8M(-7.4%)

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

1109

Value:

$208.5M

Instrument	Shares		Other Manager	Value
Tenaris Sa(TScusip88031M109)	5.5K	QoQ -2.11% (-119) YoY +3.57% (+190)	All Managers (Combined)	$215.4K	QoQ +1.30% (-$2.8K) YoY +3.15% (+$6.6K)
(cusip922020805)✕	4.3K	QoQ NEW(+4.3K) YoY -43.61% (-3.3K)	All Managers (Combined)	$214.9K	QoQ NEW(+$214.9K) YoY -41.24% (-$150.8K)
(cusip97717Y543)✕	11.3K	QoQ 0.00% (-0) YoY NEW(+11.3K)	All Managers (Combined)	$214.7K	QoQ -13.63% (-$33.9K) YoY NEW(+$214.7K)
(cusip33740F722)✕	4.3K	QoQ -16.16% (-829) YoY NEW(+4.3K)	All Managers (Combined)	$214.5K	QoQ -18.59% (-$49.0K) YoY NEW(+$214.5K)
Infosys Ltd(INFYcusip456788108)	11.7K	QoQ -27.72% (-4.5K) YoY -27.92% (-4.5K)	All Managers (Combined)	$214.3K	QoQ -39.82% (-$141.8K) YoY -26.63% (-$77.8K)
Pinnacle Financial Partners Inc(PNFPcusip72346Q104)	2.0K	QoQ -2.28% (-47) YoY -18.77% (-465)	All Managers (Combined)	$213.4K	QoQ -9.41% (-$22.2K) YoY +0.29% (-$627)
Viatris Inc(VTRScusip92556V106)	24.5K	QoQ -26.86% (-9.0K) YoY -70.28% (-57.9K)	All Managers (Combined)	$213.2K	QoQ -48.83% (-$203.5K) YoY -78.32% (-$770.1K)
Zscaler, Inc.(ZScusip98980G102)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$212.7K	QoQ NEW(+$212.7K) YoY NEW(+$212.7K)
(SCHHcusip808524847)	9.9K	QoQ NEW(+9.9K) YoY -16.47% (-1.9K)	All Managers (Combined)	$212.4K	QoQ NEW(+$212.4K) YoY -11.49% (-$27.6K)
Jones Lang Lasalle Inc(JLLcusip48020Q107)	855	QoQ +2.88% (+24) YoY NEW(+855)	All Managers (Combined)	$212.0K	QoQ +0.76% (+$1.6K) YoY NEW(+$212.0K)
Ryman Hospitality Properties, Inc.(RHPcusip78377T107)	2.3K	QoQ -6.00% (-148) YoY -27.10% (-861)	All Managers (Combined)	$211.7K	QoQ -17.62% (-$45.3K) YoY -42.34% (-$155.5K)
Eni Spa(Ecusip26874R108)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$211.7K	QoQ NEW(+$211.7K) YoY NEW(+$211.7K)
(cusip464288273)✕	3.3K	QoQ -2.94% (-101) YoY NEW(+3.3K)	All Managers (Combined)	$211.5K	QoQ +1.49% (-$3.1K) YoY NEW(+$211.5K)
Elbit Systems Ltd(ESLTcusipM3760D101)	551	QoQ NEW(+551) YoY NEW(+551)	All Managers (Combined)	$211.4K	QoQ NEW(+$211.4K) YoY NEW(+$211.4K)
Coherent Corp.(COHRcusip19247G107)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$211.1K	QoQ NEW(+$211.1K) YoY NEW(+$211.1K)
Taylor Morrison Home Corp(TMHCcusip87724P106)	3.5K	QoQ +5.72% (+190) YoY -5.10% (-189)	All Managers (Combined)	$210.8K	QoQ +3.70% (+$7.5K) YoY -8.35% (-$19.2K)
Applied Industrial Technologies Inc(AITcusip03820C105)	933	QoQ -1.16% (-11) YoY -16.47% (-184)	All Managers (Combined)	$210.2K	QoQ -6.98% (-$15.8K) YoY -4.77% (-$10.6K)
(cusip33734K109)✕	2.0K	QoQ -2.39% (-50) YoY -2.39% (-50)	All Managers (Combined)	$208.9K	QoQ -4.11% (-$9.0K) YoY +0.77% (-$1.6K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	1.3K	QoQ -1.17% (-15) YoY NEW(+1.3K)	All Managers (Combined)	$208.8K	QoQ -7.37% (-$16.6K) YoY NEW(+$208.8K)
Universal Health Services Inc(UHScusip913903100)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$208.5K	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)