United Capital Financial Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
0001463217
Manager Name
United Capital Financial Advisors, LLC
Data Enrichment
77% identified
814 identified241 unidentified

Holdings

1,055 positions
Manager:
SEC
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Page 11 of 53
NOVARTIS AG
NVS|66987V109
Shares:
76878(-1.1%)
Value:
$8.6B(+13.3%)
78468R663
78468R663
Shares:
93363(-52.4%)
Value:
$8.6B(-52.3%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
76915(+2.1%)
Value:
$8.5B(-10.9%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
41751(+3.2%)
Value:
$8.4B(+23.9%)
46138J635
46138J635
Shares:
358661(+6.8%)
Value:
$8.3B(+6.4%)
46436E858
46436E858
Shares:
356552(+159.6%)
Value:
$8.2B(+161.1%)
808524607
SCHA|808524607
Shares:
344187(-2.5%)
Value:
$8.1B(-11.7%)
464288612
464288612
Shares:
74592(-56.8%)
Value:
$7.9B(-56.0%)
WATSCO INC
WSO|942622200
Shares:
15456(+102.8%)
Value:
$7.9B(+117.5%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
172565(-27.5%)
Value:
$7.8B(-17.7%)
81369Y803
XLK|81369Y803
Shares:
37814(-2.3%)
Value:
$7.8B(-13.2%)
92206C706
VGIT|92206C706
Shares:
130822(+13.6%)
Value:
$7.8B(+16.3%)
46435G672
46435G672
Shares:
152566(+0.7%)
Value:
$7.6B(+0.8%)
464288661
464288661
Shares:
64511(+6.7%)
Value:
$7.6B(+9.1%)
Morningstar, Inc.
MORN|617700109
Shares:
25396(+96.6%)
Value:
$7.6B(+75.0%)
GARTNER INC
IT|366651107
Shares:
18049(-0.1%)
Value:
$7.6B(-13.4%)
ANALOG DEVICES INC
ADI|032654105
Shares:
37293(-36.5%)
Value:
$7.5B(-39.7%)
46137V357
RSP|46137V357
Shares:
43355(-1.6%)
Value:
$7.5B(-2.7%)
46435G425
ESGU|46435G425
Shares:
60343(+4.5%)
Value:
$7.4B(-1.1%)
SOUTHERN CO
SO|842587107
Shares:
79241(-0.8%)
Value:
$7.3B(+10.8%)