United-Capital-Financial-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
United-Capital-Financial-Advisors
Data Enrichment
77% identified
814 identified241 unidentified

Holdings

1,055 positions • $10.9B total value
Manager:
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Page 10 of 53
HEICO CORP
Shares:36.2K
Value:$9.7M
% of Portfolio:0.1% ($9.7M/$10.9B)
TEXAS INSTRUMENTS INC
Shares:53.0K
Value:$9.5M
% of Portfolio:0.1% ($9.5M/$10.9B)
78464A805
Shares:137.6K
Value:$9.4M
% of Portfolio:0.1% ($9.4M/$10.9B)
Eaton Corp plc
Shares:34.4K
Value:$9.4M
% of Portfolio:0.1% ($9.4M/$10.9B)
464287788
Shares:82.9K
Value:$9.4M
% of Portfolio:0.1% ($9.4M/$10.9B)
STERIS plc
Shares:41.2K
Value:$9.3M
% of Portfolio:0.1% ($9.3M/$10.9B)
MCDONALDS CORP
Shares:29.3K
Value:$9.2M
% of Portfolio:0.1% ($9.2M/$10.9B)
BANK OF AMERICA CORP /DE/
Shares:219.5K
Value:$9.2M
% of Portfolio:0.1% ($9.2M/$10.9B)
78464A649
Shares:358.4K
Value:$9.2M
% of Portfolio:0.1% ($9.2M/$10.9B)
Xylem Inc.
Shares:76.4K
Value:$9.1M
% of Portfolio:0.1% ($9.1M/$10.9B)
ALCON INC
Shares:95.0K
Value:$9.0M
% of Portfolio:0.1% ($9.0M/$10.9B)
Philip Morris International Inc.
Shares:56.3K
Value:$8.9M
% of Portfolio:0.1% ($8.9M/$10.9B)
FirstService Corp
Shares:53.6K
Value:$8.9M
% of Portfolio:0.1% ($8.9M/$10.9B)
46432F834
Shares:127.5K
Value:$8.9M
% of Portfolio:0.1% ($8.9M/$10.9B)
808524797
Shares:318.3K
Value:$8.9M
% of Portfolio:0.1% ($8.9M/$10.9B)
Ferguson Enterprises Inc. /DE/
Shares:55.5K
Value:$8.9M
% of Portfolio:0.1% ($8.9M/$10.9B)
46436E866
Shares:376.9K
Value:$8.8M
% of Portfolio:0.1% ($8.8M/$10.9B)
92206C102
Shares:150.0K
Value:$8.8M
% of Portfolio:0.1% ($8.8M/$10.9B)
POOL CORP
Shares:27.6K
Value:$8.8M
% of Portfolio:0.1% ($8.8M/$10.9B)
PAYCHEX INC
Shares:55.9K
Value:$8.6M
% of Portfolio:0.1% ($8.6M/$10.9B)