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:
Search and click to pin securities to the top
Page 14 of 53
464289511
Shares:105.2K
Value:$5.3M
% of Portfolio:0.0% ($5.3M/$10.9B)
46434V290
Shares:84.8K
Value:$5.3M
% of Portfolio:0.0% ($5.3M/$10.9B)
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Shares:22.7K
Value:$5.2M
% of Portfolio:0.0% ($5.2M/$10.9B)
46435GAA0
Shares:213.8K
Value:$5.2M
% of Portfolio:0.0% ($5.2M/$10.9B)
78464A409
Shares:63.9K
Value:$5.1M
% of Portfolio:0.0% ($5.1M/$10.9B)
PROGRESSIVE CORP/OH/
Shares:17.4K
Value:$4.9M
% of Portfolio:0.0% ($4.9M/$10.9B)
464287168
Shares:36.5K
Value:$4.9M
% of Portfolio:0.0% ($4.9M/$10.9B)
464287499
Shares:57.5K
Value:$4.9M
% of Portfolio:0.0% ($4.9M/$10.9B)
MORGAN STANLEY
Shares:41.8K
Value:$4.9M
% of Portfolio:0.0% ($4.9M/$10.9B)
NAPCO SECURITY TECHNOLOGIES, INC
Shares:209.7K
Value:$4.8M
% of Portfolio:0.0% ($4.8M/$10.9B)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
Shares:351.6K
Value:$4.8M
% of Portfolio:0.0% ($4.8M/$10.9B)
PFIZER INC
Shares:187.3K
Value:$4.7M
% of Portfolio:0.0% ($4.7M/$10.9B)
464287580
Shares:53.3K
Value:$4.7M
% of Portfolio:0.0% ($4.7M/$10.9B)
Phillips 66
Shares:37.8K
Value:$4.7M
% of Portfolio:0.0% ($4.7M/$10.9B)
46137V746
Shares:48.2K
Value:$4.6M
% of Portfolio:0.0% ($4.6M/$10.9B)
CSX CORP
Shares:154.3K
Value:$4.5M
% of Portfolio:0.0% ($4.5M/$10.9B)
25434V724
Shares:110.0K
Value:$4.5M
% of Portfolio:0.0% ($4.5M/$10.9B)
Cigna Group
Shares:13.7K
Value:$4.5M
% of Portfolio:0.0% ($4.5M/$10.9B)
09290C509
Shares:74.2K
Value:$4.5M
% of Portfolio:0.0% ($4.5M/$10.9B)
QCR HOLDINGS INC
Shares:62.4K
Value:$4.5M
% of Portfolio:0.0% ($4.5M/$10.9B)