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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46436E825
Shares:282.9K
Value:$6.2M
% of Portfolio:0.1% ($6.2M/$10.9B)
97717X594
Shares:140.8K
Value:$6.1M
% of Portfolio:0.1% ($6.1M/$10.9B)
78463X889
Shares:166.5K
Value:$6.1M
% of Portfolio:0.1% ($6.1M/$10.9B)
CONOCOPHILLIPS
Shares:57.7K
Value:$6.1M
% of Portfolio:0.1% ($6.1M/$10.9B)
46434VBD1
Shares:239.8K
Value:$6.0M
% of Portfolio:0.1% ($6.0M/$10.9B)
922908629
Shares:22.6K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$10.9B)
46434V621
Shares:94.0K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$10.9B)
VERTEX PHARMACEUTICALS INC / MA
Shares:12.0K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$10.9B)
HDFC BANK LTD
Shares:87.1K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$10.9B)
NORTHROP GRUMMAN CORP /DE/
Shares:11.3K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$10.9B)
LINDE PLC
Shares:12.4K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$10.9B)
LAM RESEARCH CORP
Shares:79.1K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$10.9B)
464288356
Shares:101.3K
Value:$5.7M
% of Portfolio:0.1% ($5.7M/$10.9B)
46435G250
Shares:121.0K
Value:$5.7M
% of Portfolio:0.1% ($5.7M/$10.9B)
TRIMBLE INC.
Shares:85.1K
Value:$5.6M
% of Portfolio:0.1% ($5.6M/$10.9B)
46434V696
Shares:89.2K
Value:$5.6M
% of Portfolio:0.1% ($5.6M/$10.9B)
Duke Energy CORP
Shares:45.0K
Value:$5.5M
% of Portfolio:0.1% ($5.5M/$10.9B)
ALLIANT ENERGY CORP
Shares:83.7K
Value:$5.4M
% of Portfolio:0.0% ($5.4M/$10.9B)
78464A508
Shares:104.4K
Value:$5.3M
% of Portfolio:0.0% ($5.3M/$10.9B)
25434V401
Shares:87.7K
Value:$5.3M
% of Portfolio:0.0% ($5.3M/$10.9B)