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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72201R775

2253

Value:

$208.3M

Sprouts Farmers Market, Inc.

SFM|85208M102

1360

Value:

$207.6M

NOKIA CORP

NOK|654902204

38961(+10.4%)

Value:

$205.3M(+31.3%)

SUNCOR ENERGY INC

SU|867224107

5269

Value:

$204.0M

46438G687

7961

Value:

$202.2M

RALPH LAUREN CORP

RL|751212101

916(-4.8%)

Value:

$202.1M(-9.0%)

Equitable Holdings, Inc.

EQH|29452E101

3859

Value:

$201.0M

BLACK HILLS CORP /SD/

BKH|092113109

3313(-9.3%)

Value:

$200.9M(-6.0%)

00039J608

5448

Value:

$200.7M

DR REDDYS LABORATORIES LTD

RDY|256135203

15215(+4.1%)

Value:

$200.7M(-13.0%)

46138J411

9668

Value:

$200.4M

ANTERO RESOURCES Corp

AR|03674X106

4951

Value:

$200.2M

GLADSTONE COMMERCIAL CORP

GOOD|376536108

13318

Value:

$199.5M

AEGON LTD.

AEG|0076CA104

29524(+0.0%)

Value:

$194.6M(+11.9%)

DNP SELECT INCOME FUND INC

DNP|23325P104

18650(-0.6%)

Value:

$184.4M(+11.4%)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

19623(+27.2%)

Value:

$183.9M(+40.4%)

UNITED GUARDIAN INC

UG|910571108

20070(+0.0%)

Value:

$180.4M(-6.0%)

CALAMOS STRATEGIC TOTAL RETURN FUND

CSQ|128125101

10662(+0.0%)

Value:

$172.5M(-8.6%)

CION Investment Corp

CION|17259U204

16392(+0.0%)

Value:

$169.7M(-9.2%)

Amcor plc

AMCR|G0250X107

17136(+3.8%)

Value:

$166.2M(+7.0%)

Instrument	Shares		Other Manager	Value
(cusip72201R775)✕	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$208.3K	QoQ NEW(+$208.3K) YoY NEW(+$208.3K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$207.6K	QoQ NEW(+$207.6K) YoY NEW(+$207.6K)
Nokia Corp(NOKcusip654902204)	39.0K	QoQ +10.39% (+3.7K) YoY +73.58% (+16.5K)	All Managers (Combined)	$205.3K	QoQ +31.32% (+$49.0K) YoY +158.41% (+$125.9K)
Suncor Energy Inc(SUcusip867224107)	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$204.0K	QoQ NEW(+$204.0K) YoY NEW(+$204.0K)
(cusip46438G687)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$202.2K	QoQ NEW(+$202.2K) YoY NEW(+$202.2K)
Ralph Lauren Corp(RLcusip751212101)	916	QoQ -4.78% (-46) YoY -27.53% (-348)	All Managers (Combined)	$202.1K	QoQ -9.00% (-$20.0K) YoY -14.80% (-$35.1K)
Equitable Holdings, Inc.(EQHcusip29452E101)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$201.0K	QoQ NEW(+$201.0K) YoY NEW(+$201.0K)
Black Hills Corp /Sd/(BKHcusip092113109)	3.3K	QoQ -9.35% (-342) YoY -17.27% (-692)	All Managers (Combined)	$200.9K	QoQ -6.05% (-$13.0K) YoY -8.11% (-$17.7K)
(cusip00039J608)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$200.7K	QoQ NEW(+$200.7K) YoY NEW(+$200.7K)
Dr Reddys Laboratories Ltd(RDYcusip256135203)	15.2K	QoQ +4.11% (-601) YoY NEW(+15.2K)	All Managers (Combined)	$200.7K	QoQ -13.03% (-$30.1K) YoY NEW(+$200.7K)
(cusip46138J411)✕	9.7K	QoQ NEW(+9.7K) YoY NEW(+9.7K)	All Managers (Combined)	$200.4K	QoQ NEW(+$200.4K) YoY NEW(+$200.4K)
Antero Resources Corp(ARcusip03674X106)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$200.2K	QoQ NEW(+$200.2K) YoY NEW(+$200.2K)
Gladstone Commercial Corp(GOODcusip376536108)	13.3K	QoQ NEW(+13.3K) YoY +8.06% (+994)	All Managers (Combined)	$199.5K	QoQ NEW(+$199.5K) YoY +16.96% (+$28.9K)
Aegon Ltd.(AEGcusip0076CA104)	29.5K	QoQ +0.01% (+3) YoY -2.97% (-904)	All Managers (Combined)	$194.6K	QoQ +11.89% (+$20.7K) YoY +5.68% (-$10.5K)
Dnp Select Income Fund Inc(DNPcusip23325P104)	18.6K	QoQ -0.61% (-115) YoY NEW(+18.6K)	All Managers (Combined)	$184.4K	QoQ +11.44% (-$18.9K) YoY NEW(+$184.4K)
Vodafone Group Public Ltd Co(VODcusip92857W308)	19.6K	QoQ +27.19% (+4.2K) YoY +22.98% (+3.7K)	All Managers (Combined)	$183.9K	QoQ +40.38% (+$52.9K) YoY +29.47% (+$41.9K)
United Guardian Inc(UGcusip910571108)	20.1K	QoQ 0.00% (-0) YoY NEW(+20.1K)	All Managers (Combined)	$180.4K	QoQ -5.96% (-$11.4K) YoY NEW(+$180.4K)
Calamos Strategic Total Return Fund(CSQcusip128125101)	10.7K	QoQ 0.00% (-0) YoY NEW(+10.7K)	All Managers (Combined)	$172.5K	QoQ -8.63% (-$16.3K) YoY NEW(+$172.5K)
Cion Investment Corp(CIONcusip17259U204)	16.4K	QoQ 0.00% (-0) YoY -19.39% (-3.9K)	All Managers (Combined)	$169.7K	QoQ -9.21% (-$17.2K) YoY -24.15% (-$54.0K)
Amcor Plc(AMCRcusipG0250X107)	17.1K	QoQ +3.79% (+627) YoY -4.98% (-899)	All Managers (Combined)	$166.2K	QoQ +6.99% (+$10.9K) YoY -3.08% (-$5.3K)