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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78468R853
Shares:173.7K
Value:$7.1M
% of Portfolio:0.1% ($7.1M/$10.9B)
46654Q724
Shares:117.9K
Value:$7.0M
% of Portfolio:0.1% ($7.0M/$10.9B)
O REILLY AUTOMOTIVE INC
Shares:4.9K
Value:$7.0M
% of Portfolio:0.1% ($7.0M/$10.9B)
464287762
Shares:113.2K
Value:$6.9M
% of Portfolio:0.1% ($6.9M/$10.9B)
Palo Alto Networks Inc
Shares:40.1K
Value:$6.8M
% of Portfolio:0.1% ($6.8M/$10.9B)
ADVANCED MICRO DEVICES INC
Shares:66.4K
Value:$6.8M
% of Portfolio:0.1% ($6.8M/$10.9B)
FISERV INC
Shares:30.3K
Value:$6.7M
% of Portfolio:0.1% ($6.7M/$10.9B)
TJX COMPANIES INC /DE/
Shares:54.6K
Value:$6.6M
% of Portfolio:0.1% ($6.6M/$10.9B)
464287465
Shares:80.9K
Value:$6.6M
% of Portfolio:0.1% ($6.6M/$10.9B)
RELX PLC
Shares:131.2K
Value:$6.6M
% of Portfolio:0.1% ($6.6M/$10.9B)
BOEING CO
Shares:38.6K
Value:$6.6M
% of Portfolio:0.1% ($6.6M/$10.9B)
46436E841
Shares:292.3K
Value:$6.6M
% of Portfolio:0.1% ($6.6M/$10.9B)
GOLDMAN SACHS GROUP INC
Shares:11.9K
Value:$6.5M
% of Portfolio:0.1% ($6.5M/$10.9B)
97717X669
Shares:81.2K
Value:$6.5M
% of Portfolio:0.1% ($6.5M/$10.9B)
Prologis, Inc.
Shares:57.0K
Value:$6.4M
% of Portfolio:0.1% ($6.4M/$10.9B)
46435G102
Shares:75.8K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$10.9B)
46435G474
Shares:235.1K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$10.9B)
78463X509
Shares:160.0K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$10.9B)
46436E833
Shares:283.1K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$10.9B)
Air Products & Chemicals, Inc.
Shares:21.2K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$10.9B)