UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q4 2024 13F-HR Holdings

Location
Irving, TX
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
1,059
Total value ($000)
$11,845,881
Net value change ($000)
-296,428 (-2.4%)
New positions
66
Sold out positions
67
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/12/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MTUM 27,234 2699.1%
AMZN 19,314 19.2%
DIS 18,211 49.8%
NVDA 18,032 9.6%
BLK 17,853 NEW
AAPL 17,824 5.2%
GOOGL 17,410 16.0%
TSLA 12,479 55.9%
BIL 11,201 166.1%
AVGO 11,090 24.5%
Top Reduces (Value $000, Stocks/ETFs)
IUSB -41,490 -15.1%
IEFA -30,911 -9.2%
BLK -22,007 -100.0%
NVO -19,129 -38.2%
BIIB -16,192 -95.6%
PEP -13,831 -21.9%
Invesco Exchange-Traded Self-Indexed Fund Trust -13,090 -100.0%
HD -12,822 -14.8%
IEMG -12,632 -9.2%
VOO -12,169 -1.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 18,551 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type