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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Page 17 of 53
ALTRIA GROUP, INC.
Shares:57.8K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$10.9B)
922042866
Shares:47.6K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$10.9B)
78464A698
Shares:60.7K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$10.9B)
KLA CORP
Shares:5.1K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$10.9B)
W.W. GRAINGER, INC.
Shares:3.5K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$10.9B)
Spotify Technology S.A.
Shares:6.2K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$10.9B)
464287622
Shares:11.0K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$10.9B)
FREEPORT-MCMORAN INC
Shares:88.9K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$10.9B)
LAMAR ADVERTISING CO/NEW
Shares:29.5K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$10.9B)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:6.3K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$10.9B)
WELLTOWER INC.
Shares:21.9K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$10.9B)
Monster Beverage Corp
Shares:56.9K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$10.9B)
464288158
Shares:31.2K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$10.9B)
33740F755
Shares:110.0K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$10.9B)
GENERAL MILLS INC
Shares:54.6K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$10.9B)
Shares:22.0K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$10.9B)
81369Y506
Shares:34.5K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$10.9B)
SPDR GOLD TRUST
Shares:11.1K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$10.9B)
Hilton Worldwide Holdings Inc.
Shares:14.0K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$10.9B)
46435U549
Shares:66.3K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$10.9B)