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 20 of 53
00162Q858
00162Q858
Shares:
41579(-3.5%)
Value:
$2.4B(-0.8%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
9101(+4.3%)
Value:
$2.4B(+14.5%)
Aon plc
AON|G0403H108
Shares:
6016(+7.0%)
Value:
$2.4B(+18.8%)
464288687
464288687
Shares:
78124(-20.6%)
Value:
$2.4B(-22.4%)
PACCAR INC
PCAR|693718108
Shares:
24636(+8.2%)
Value:
$2.4B(+1.3%)
Trane Technologies plc
TT|G8994E103
Shares:
7063(-0.4%)
Value:
$2.4B(-9.1%)
MCKESSON CORP
MCK|58155Q103
Shares:
3519(-0.6%)
Value:
$2.4B(+17.3%)
SCHLUMBERGER LIMITED/NV
SLB|806857108
Shares:
56297(+10.8%)
Value:
$2.4B(+20.7%)
78463X848
78463X848
Shares:
79403(-0.0%)
Value:
$2.3B(+5.8%)
SIMON PROPERTY GROUP INC /DE/
SPG|828806109
Shares:
14042(+4.8%)
Value:
$2.3B(+1.1%)
Arista Networks, Inc.
ANET|040413205
Shares:
30063(-0.1%)
Value:
$2.3B(-30.0%)
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
36642(+3.3%)
Value:
$2.3B(-4.0%)
Blackstone Inc.
BX|09260D107
Shares:
16346(+2.0%)
Value:
$2.3B(-17.3%)
NORFOLK SOUTHERN CORP
NSC|655844108
Shares:
9598(+27.0%)
Value:
$2.3B(+28.1%)
Edwards Lifesciences Corp
EW|28176E108
Shares:
31260(+25.7%)
Value:
$2.3B(+23.1%)
92204A702
VGT|92204A702
Shares:
4172(+9.4%)
Value:
$2.3B(-4.6%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
5129(-2.3%)
Value:
$2.2B(-7.4%)
ASTRAZENECA PLC
AZN|046353108
Shares:
30501(-31.1%)
Value:
$2.2B(-22.7%)
Airbnb, Inc.
ABNB|009066101
Shares:
18642(+6.1%)
Value:
$2.2B(-3.6%)
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
12615(+0.3%)
Value:
$2.2B(-8.6%)