United-Capital-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "PINS",
  "SE",
  "ARES",
  "FSV",
  "MPWR",
  "ARGX",
  null,
  null,
  "RRX",
  null,
  null,
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MORN",
  "NTR",
  null,
  "TROW",
  null,
  "ITUB",
  "RJF",
  "AES",
  "AR",
  "MOS",
  "AAL",
  null,
  "HUM",
  null,
  null,
  "PCG",
  null,
  "RF",
  "SMCI",
  "BCE",
  null,
  "FWONK",
  "SNOW",
  "MU",
  null,
  "ACN",
  "ZS",
  "ITT",
  null,
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "SFNC",
  "JLL",
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "ALNY",
  "VDE",
  null,
  "AXP",
  null,
  "ATMU",
  "AEG",
  null,
  "SCHH",
  "AFRM",
  "AMG",
  "AIG",
  "MT",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "E",
  null,
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  "BRO",
  "AIT",
  "KMX",
  "CP.TO",
  "ARCC",
  null,
  "SAN",
  "WRB",
  "BSX",
  "CSQ",
  null,
  null,
  "CLM",
  null,
  "DBEF",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  null,
  "LNC",
  null,
  null,
  null,
  "LINE",
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  "DUK",
  null,
  "D",
  "NICE",
  null,
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  "RL",
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  null,
  null,
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  null,
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  "UG",
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  null,
  "FCX",
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  null,
  null,
  "GD",
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  null,
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  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
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  null,
  null,
  "OXLC",
  null,
  null,
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  null,
  null,
  null,
  "LHX",
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  null,
  null,
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  null,
  null,
  "L",
  null,
  null,
  "MPC",
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  "PODD",
  "MDT",
  "APA",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "CORZ",
  "DOUG",
  "MS",
  "TMUS",
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  null,
  "EQIX",
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  "EVRG",
  "FICO",
  "FHN",
  "FIS",
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  "GE",
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  "NI",
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  "INCY",
  "HIG",
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  "NU",
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  "FAST",
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  null,
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  null,
  null,
  null,
  null,
  null,
  "REG",
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  "O",
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  null,
  "SHEL",
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  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
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  null,
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  null,
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  null,
  null,
  null,
  "IBM",
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  null,
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  null,
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  null,
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  null,
  null,
  "NJR",
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  "ATO",
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  null,
  "TOL",
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  null,
  "IDXX",
  null,
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  null,
  null,
  null,
  "TTWO",
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  null,
  "IVE",
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "LBRDK",
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  null,
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  null,
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  null,
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  null,
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]

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: united-capital-financial-advisors
Manager Name: United-Capital-Financial-Advisors

Data Enrichment

77% identified

814 identified241 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,055 positions • $10.9B total value

SEC FilingSEC DataHachi Filing

Manager:

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abrdn Income Credit Strategies Fund

ACP|003057106

Shares:14.6K

Value:$86.0K

% of Portfolio:0.0% ($86.0K/$10.9B)

Oxford Lane Capital Corp.

OXLC|691543102

Shares:15.9K

Value:$75.2K

% of Portfolio:0.0% ($75.2K/$10.9B)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:12.2K

Value:$73.3K

% of Portfolio:0.0% ($73.3K/$10.9B)

Invivyd, Inc.

IVVD|00534A102

Shares:96.5K

Value:$58.9K

% of Portfolio:0.0% ($58.9K/$10.9B)

CBRE GLOBAL REAL ESTATE INCOME FUND

IGR|12504G100

Shares:10.4K

Value:$53.9K

% of Portfolio:0.0% ($53.9K/$10.9B)

21874A114

Shares:16.1K

Value:$48.8K

% of Portfolio:0.0% ($48.8K/$10.9B)

WOLFSPEED, INC.

WOLF|977852102

Shares:12.3K

Value:$37.6K

% of Portfolio:0.0% ($37.6K/$10.9B)

Lucid Group, Inc.

LCID|549498103

Shares:15.3K

Value:$37.0K

% of Portfolio:0.0% ($37.0K/$10.9B)

BANK BRADESCO

BBD|059460303

Shares:16.4K

Value:$36.7K

% of Portfolio:0.0% ($36.7K/$10.9B)

Douglas Elliman Inc.

DOUG|25961D105

Shares:20.0K

Value:$34.4K

% of Portfolio:0.0% ($34.4K/$10.9B)

AMBEV S.A.

ABEV|02319V103

Shares:12.6K

Value:$29.3K

% of Portfolio:0.0% ($29.3K/$10.9B)

loanDepot, Inc.

LDI|53946R106

Shares:18.6K

Value:$22.1K

% of Portfolio:0.0% ($22.1K/$10.9B)

Inotiv, Inc.

NOTV|45783Q100

Shares:10.0K

Value:$22.1K

% of Portfolio:0.0% ($22.1K/$10.9B)

i-80 Gold Corp.

IAUX|44955L106

Shares:16.1K

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$10.9B)

92765F108

Shares:43.0K

Value:$860

% of Portfolio:0.0% ($860/$10.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
abrdn Income Credit Strategies Fund(ACPcusip003057106)	14.6K	QoQ NEW(+14.6K) YoY NEW(+14.6K)	All Managers (Combined)	$86.0K	0.0% ($86.0K/$10.9B)	QoQ NEW(+$86.0K) YoY NEW(+$86.0K)
Oxford Lane Capital Corp.(OXLCcusip691543102)	15.9K	QoQ NEW(+15.9K) YoY NEW(+15.9K)	All Managers (Combined)	$75.2K	0.0% ($75.2K/$10.9B)	QoQ NEW(+$75.2K) YoY NEW(+$75.2K)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	12.2K	QoQ +17.82% (+1.8K) YoY -29.36% (-5.1K)	All Managers (Combined)	$73.3K	0.0% ($73.3K/$10.9B)	QoQ +79.87% (+$32.5K) YoY -9.37% (-$7.6K)
Invivyd, Inc.(IVVDcusip00534A102)	96.5K	QoQ NEW(+96.5K) YoY NEW(+96.5K)	All Managers (Combined)	$58.9K	0.0% ($58.9K/$10.9B)	QoQ NEW(+$58.9K) YoY NEW(+$58.9K)
CBRE GLOBAL REAL ESTATE INCOME FUND(IGRcusip12504G100)	10.4K	QoQ 0.00% (+0) YoY -16.06% (-2.0K)	All Managers (Combined)	$53.9K	0.0% ($53.9K/$10.9B)	QoQ +7.27% (+$3.7K) YoY -19.49% (-$13.1K)
(cusip21874A114)✕	16.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$48.8K	0.0% ($48.8K/$10.9B)	QoQ -63.13% (-$83.6K) YoY +127.81% (+$27.4K)
WOLFSPEED, INC.(WOLFcusip977852102)	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$37.6K	0.0% ($37.6K/$10.9B)	QoQ NEW(+$37.6K) YoY NEW(+$37.6K)
Lucid Group, Inc.(LCIDcusip549498103)	15.3K	QoQ NEW(+15.3K) YoY -9.63% (-1.6K)	All Managers (Combined)	$37.0K	0.0% ($37.0K/$10.9B)	QoQ NEW(+$37.0K) YoY -23.27% (-$11.2K)
BANK BRADESCO(BBDcusip059460303)	16.4K	QoQ -10.16% (-1.9K) YoY -45.47% (-13.7K)	All Managers (Combined)	$36.7K	0.0% ($36.7K/$10.9B)	QoQ +4.88% (-$1.7K) YoY -57.48% (-$49.6K)
Douglas Elliman Inc.(DOUGcusip25961D105)	20.0K	QoQ 0.00% (+0) YoY NEW(+20.0K)	All Managers (Combined)	$34.4K	0.0% ($34.4K/$10.9B)	QoQ +2.99% (+$1.0K) YoY NEW(+$34.4K)
AMBEV S.A.(ABEVcusip02319V103)	12.6K	QoQ -23.62% (-3.9K) YoY -52.86% (-14.1K)	All Managers (Combined)	$29.3K	0.0% ($29.3K/$10.9B)	QoQ -3.80% (-$1.2K) YoY -55.71% (-$36.9K)
loanDepot, Inc.(LDIcusip53946R106)	18.6K	QoQ 0.00% (-0) YoY NEW(+18.6K)	All Managers (Combined)	$22.1K	0.0% ($22.1K/$10.9B)	QoQ -41.66% (-$15.8K) YoY NEW(+$22.1K)
Inotiv, Inc.(NOTVcusip45783Q100)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$22.1K	0.0% ($22.1K/$10.9B)	QoQ -46.61% (-$19.3K) YoY -79.79% (-$87.3K)
i-80 Gold Corp.(IAUXcusip44955L106)	16.1K	QoQ NEW(+16.1K) YoY NEW(+16.1K)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$10.9B)	QoQ NEW(+$9.4K) YoY NEW(+$9.4K)
(cusip92765F108)✕	43.0K	QoQ 0.00% (-0) YoY NEW(+43.0K)	All Managers (Combined)	$860	0.0% ($860/$10.9B)	QoQ -87.49% (-$6.0K) YoY NEW(+$860)