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 16 of 53
46436E767
46436E767
Shares:
82616(-6.9%)
Value:
$3.9B(-12.6%)
464288570
464288570
Shares:
37226(-6.5%)
Value:
$3.8B(-13.1%)
12532H104
12532H104
Shares:
38147(-5.1%)
Value:
$3.8B(-13.3%)
46137V563
46137V563
Shares:
175894(-4.2%)
Value:
$3.8B(-3.3%)
WATERS CORP /DE/
WAT|941848103
Shares:
10209(-5.4%)
Value:
$3.8B(-6.0%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
44367(+25.0%)
Value:
$3.7B(+39.5%)
CROWN CASTLE INC.
CCI|22822V101
Shares:
35430(+8.3%)
Value:
$3.7B(+24.3%)
Sanofi
SNY|80105N105
Shares:
65997(-3.9%)
Value:
$3.7B(+10.6%)
CVS HEALTH Corp
CVS|126650100
Shares:
53879(+94.0%)
Value:
$3.7B(+192.8%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
25566(+6.2%)
Value:
$3.6B(+15.2%)
CADENCE DESIGN SYSTEMS INC
CDNS|127387108
Shares:
14157(+0.9%)
Value:
$3.6B(-14.5%)
CARMAX INC
KMX|143130102
Shares:
45726(-1.5%)
Value:
$3.6B(-6.1%)
46429B689
EFAV|46429B689
Shares:
45597(-1.8%)
Value:
$3.6B(+8.2%)
72201R833
72201R833
Shares:
35292(-13.3%)
Value:
$3.6B(-13.1%)
464287523
464287523
Shares:
18829(-6.3%)
Value:
$3.5B(-18.1%)
SAP SE
SAP|803054204
Shares:
13179(-7.0%)
Value:
$3.5B(+1.4%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
15106(+4.5%)
Value:
$3.5B(+19.9%)
808524706
808524706
Shares:
126156(+1.8%)
Value:
$3.5B(+5.4%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
14242(+3.5%)
Value:
$3.5B(+18.9%)
81369Y605
81369Y605
Shares:
69759(-4.5%)
Value:
$3.5B(-1.6%)