UC
UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional13F-HRQ4 2024 · Latest
Locationirving, TX
CIK0001463217
Date FiledFeb 13, 2025
SEC FilingsView on SEC.gov ↗
Portfolio Value
$11.8B
Total reported value
Num Holdings
1059
Across all sectors
Top Holding
—
Other Managers
1
Sub-advisors listed
Report Period
Q4 2024
Dec 31, 2024
Compare Q4 2024to:
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All Holdings 0
IssuerClassCUSIPValueAllocationSharesOption
∅
No holdings found
Sector Allocation
Sector data will appear once holdings load.
UNITED CAPITAL FINANCIAL ADVISORS, LLC — Q4 2024 13F Holdings | SensaMarket