UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q1 2025 13F-HR Holdings

Location
Irving, TX
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
1,063
Total value ($000)
$11,686,820
Net value change ($000)
-159,061 (-1.3%)
New positions
61
Sold out positions
58
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2025 Next filing: 8/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEFA 52,907 17.3%
TLH 38,383 16059.8%
IEMG 26,172 21.0%
IVE 25,937 38.0%
OEF 23,909 371.5%
BIV 23,243 11.7%
BRK-B 20,402 19.6%
SPMD 16,441 491.1%
ASML 15,008 71.8%
HEFA 14,784 9.9%
Top Reduces (Value $000, Stocks/ETFs)
VOO -46,931 -5.3%
EFG -35,871 -46.3%
AAPL -34,710 -9.6%
NVDA -33,247 -16.2%
TLT -24,930 -91.9%
AVGO -20,135 -35.7%
GOOGL -18,488 -18.4%
MSFT -18,100 -6.9%
IVV -17,804 -3.1%
VUG -17,620 -8.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 28,375 (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