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 12 of 53
78468R853
78468R853
Shares:
173708(+325.6%)
Value:
$7.1B(+286.2%)
46654Q724
46654Q724
Shares:
117922(+827.8%)
Value:
$7.0B(+792.5%)
O REILLY AUTOMOTIVE INC
ORLY|67103H107
Shares:
4884(-2.2%)
Value:
$7.0B(+18.1%)
464287762
464287762
Shares:
113170(+1.0%)
Value:
$6.9B(+5.6%)
Palo Alto Networks Inc
PANW|697435105
Shares:
40063(-9.9%)
Value:
$6.8B(-15.5%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
66389(-17.9%)
Value:
$6.8B(-30.2%)
FISERV INC
FI|337738108
Shares:
30309(+3.1%)
Value:
$6.7B(+10.8%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
54576(-1.6%)
Value:
$6.6B(-0.8%)
464287465
EFA|464287465
Shares:
80940(-4.2%)
Value:
$6.6B(+3.5%)
RELX PLC
RELX|759530108
Shares:
131155(-3.8%)
Value:
$6.6B(+6.8%)
BOEING CO
BA|097023105
Shares:
38615(-9.6%)
Value:
$6.6B(-12.8%)
46436E841
46436E841
Shares:
292263(+272.1%)
Value:
$6.6B(+275.8%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
11901(+70.3%)
Value:
$6.5B(+62.5%)
97717X669
97717X669
Shares:
81178(-4.1%)
Value:
$6.5B(-5.3%)
Prologis, Inc.
PLD|74340W103
Shares:
57025(+6.7%)
Value:
$6.4B(+12.9%)
46435G102
46435G102
Shares:
75835(-2.9%)
Value:
$6.3B(-4.4%)
46435G474
46435G474
Shares:
235145(+3.5%)
Value:
$6.3B(+3.8%)
78463X509
78463X509
Shares:
159978(-6.9%)
Value:
$6.3B(-4.5%)
46436E833
46436E833
Shares:
283067(+333.0%)
Value:
$6.3B(+339.9%)
Air Products & Chemicals, Inc.
APD|009158106
Shares:
21231(+0.1%)
Value:
$6.3B(+1.7%)