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 19 of 53
MICRON TECHNOLOGY INC
MU|595112103
Shares:
31231(+25.4%)
Value:
$2.7B(+29.5%)
46435U325
46435U325
Shares:
107136(+18.9%)
Value:
$2.7B(+19.4%)
78468R788
78468R788
Shares:
61051
Value:
$2.7B
Bank of New York Mellon Corp
BK|064058100
Shares:
32130(+2.5%)
Value:
$2.7B(+11.9%)
81369Y704
81369Y704
Shares:
20413(-6.2%)
Value:
$2.7B(-6.7%)
CITIGROUP INC
C|172967424
Shares:
37426(+13.3%)
Value:
$2.7B(+14.2%)
ECOLAB INC.
ECL|278865100
Shares:
10340(+14.0%)
Value:
$2.6B(+23.3%)
46434V407
46434V407
Shares:
61600(-42.0%)
Value:
$2.6B(-42.1%)
922908538
VOT|922908538
Shares:
10473(-0.3%)
Value:
$2.6B(-3.9%)
Discover Financial Services
DFS|254709108
Shares:
14946(+4.8%)
Value:
$2.6B(+3.3%)
ONEOK INC /NEW/
OKE|682680103
Shares:
25659(+11.5%)
Value:
$2.5B(+10.2%)
808524508
808524508
Shares:
97037(+1.0%)
Value:
$2.5B(-4.5%)
Constellation Energy Corp
CEG|21037T109
Shares:
12448(+38.8%)
Value:
$2.5B(+25.1%)
46435UAA9
46435UAA9
Shares:
103760(+12.2%)
Value:
$2.5B(+13.2%)
GE Vernova Inc.
GEV|36828A101
Shares:
8176(+0.7%)
Value:
$2.5B(-6.6%)
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
14400(+4.4%)
Value:
$2.5B(+20.8%)
66537J796
66537J796
Shares:
11960(+73.7%)
Value:
$2.5B(+67.3%)
464287481
IWP|464287481
Shares:
20733(-3.1%)
Value:
$2.4B(-10.2%)
46436E163
46436E163
Shares:
97011(+27.0%)
Value:
$2.4B(+27.3%)
ALIGN TECHNOLOGY INC
ALGN|016255101
Shares:
15269(+0.0%)
Value:
$2.4B(-23.8%)