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 50 of 53
922020805
Shares:
4306
Value:
$214.9M
97717Y543
Shares:
11300(+0.0%)
Value:
$214.7M(-13.6%)
33740F722
Shares:
4300(-16.2%)
Value:
$214.5M(-18.6%)
464288273
Shares:
3330(-2.9%)
Value:
$211.5M(+1.5%)
33734K109
Shares:
2039(-2.4%)
Value:
$208.9M(-4.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Tenaris Sa(TScusip88031M109) | 5.5K | QoQ -2.11% (-119)YoY +3.57% (+190) | All Managers (Combined) | $215.4K | |
(cusip922020805)✕ | 4.3K | QoQ NEW(+4.3K) | All Managers (Combined) | $214.9K | QoQ NEW(+$214.9K) |
(cusip97717Y543)✕ | 11.3K | QoQ 0.00% (-0)YoY NEW(+11.3K) | All Managers (Combined) | $214.7K | YoY NEW(+$214.7K) |
(cusip33740F722)✕ | 4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $214.5K | YoY NEW(+$214.5K) |
Infosys Ltd(INFYcusip456788108) | 11.7K | All Managers (Combined) | $214.3K | ||
2.0K | QoQ -2.28% (-47) | All Managers (Combined) | $213.4K | ||
Viatris Inc(VTRScusip92556V106) | 24.5K | All Managers (Combined) | $213.2K | ||
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) |
9.9K | QoQ NEW(+9.9K) | All Managers (Combined) | $212.4K | QoQ NEW(+$212.4K) | |
855 | QoQ +2.88% (+24)YoY NEW(+855) | All Managers (Combined) | $212.0K | YoY NEW(+$212.0K) | |
2.3K | All Managers (Combined) | $211.7K | |||
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 | YoY NEW(+$211.5K) |
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) |
3.5K | QoQ +5.72% (+190)YoY -5.10% (-189) | All Managers (Combined) | $210.8K | ||
933 | QoQ -1.16% (-11) | All Managers (Combined) | $210.2K | ||
(cusip33734K109)✕ | 2.0K | QoQ -2.39% (-50)YoY -2.39% (-50) | All Managers (Combined) | $208.9K | |
1.3K | QoQ -1.17% (-15)YoY NEW(+1.3K) | All Managers (Combined) | $208.8K | YoY NEW(+$208.8K) | |
1.1K | QoQ NEW(+1.1K) YoY NEW(+1.1K) | All Managers (Combined) | $208.5K | QoQ NEW(+$208.5K) YoY NEW(+$208.5K) |