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 18 of 53
Elevance Health, Inc.
ELV|036752103
Shares:
7157(+17.4%)
Value:
$3.1B(+38.4%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
39742(+5.0%)
Value:
$3.1B(+11.0%)
AFLAC INC
AFL|001055102
Shares:
27943(+0.9%)
Value:
$3.1B(+8.5%)
KINDER MORGAN, INC.
KMI|49456B101
Shares:
108098(+4.5%)
Value:
$3.1B(+8.8%)
921910840
MGV|921910840
Shares:
23640(-0.1%)
Value:
$3.0B(+3.1%)
Zoetis Inc.
ZTS|98978V103
Shares:
18375(-2.8%)
Value:
$3.0B(-1.8%)
48133Q309
48133Q309
Shares:
92000(+0.0%)
Value:
$3.0B(+10.1%)
97717W505
97717W505
Shares:
60006(-6.4%)
Value:
$3.0B(-9.0%)
Fidelity National Financial, Inc.
FNF|31620R303
Shares:
45223(-7.0%)
Value:
$2.9B(+7.8%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
6585(-8.0%)
Value:
$2.9B(-15.5%)
46435G326
46435G326
Shares:
40879(+0.2%)
Value:
$2.8B(+7.1%)
46435G193
46435G193
Shares:
121787(+0.5%)
Value:
$2.8B(+2.0%)
AMERICAN INTERNATIONAL GROUP, INC.
AIG|026874784
Shares:
32292(+2.5%)
Value:
$2.8B(+22.4%)
921910816
MGK|921910816
Shares:
9003(-0.5%)
Value:
$2.8B(-10.5%)
46435U283
46435U283
Shares:
109992(+18.6%)
Value:
$2.8B(+19.2%)
EQUINIX INC
EQIX|29444U700
Shares:
3410(+0.1%)
Value:
$2.8B(-13.4%)
46435U259
46435U259
Shares:
108114(+18.3%)
Value:
$2.8B(+18.7%)
46435U432
46435U432
Shares:
103250(+17.6%)
Value:
$2.8B(+18.2%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
15356(+17.5%)
Value:
$2.8B(+18.2%)
US BANCORP \DE\
USB|902973304
Shares:
64621(-3.9%)
Value:
$2.7B(-15.1%)