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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Elevance Health, Inc.
Shares:7.2K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$10.9B)
SCHWAB CHARLES CORP
Shares:39.7K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$10.9B)
AFLAC INC
Shares:27.9K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$10.9B)
KINDER MORGAN, INC.
Shares:108.1K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$10.9B)
921910840
Shares:23.6K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$10.9B)
Zoetis Inc.
Shares:18.4K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$10.9B)
48133Q309
Shares:92.0K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$10.9B)
97717W505
Shares:60.0K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$10.9B)
Fidelity National Financial, Inc.
Shares:45.2K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$10.9B)
LOCKHEED MARTIN CORP
Shares:6.6K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$10.9B)
46435G326
Shares:40.9K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.9B)
46435G193
Shares:121.8K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.9B)
AMERICAN INTERNATIONAL GROUP, INC.
Shares:32.3K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.9B)
921910816
Shares:9.0K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.9B)
46435U283
Shares:110.0K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.9B)
EQUINIX INC
Shares:3.4K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.9B)
46435U259
Shares:108.1K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.9B)
46435U432
Shares:103.3K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.9B)
CAPITAL ONE FINANCIAL CORP
Shares:15.4K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$10.9B)
US BANCORP \DE\
Shares:64.6K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$10.9B)