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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00162Q858
Shares:41.6K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.9B)
TRAVELERS COMPANIES, INC.
Shares:9.1K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.9B)
Aon plc
Shares:6.0K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.9B)
464288687
Shares:78.1K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.9B)
PACCAR INC
Shares:24.6K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.9B)
Trane Technologies plc
Shares:7.1K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.9B)
MCKESSON CORP
Shares:3.5K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.9B)
SCHLUMBERGER LIMITED/NV
Shares:56.3K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$10.9B)
78463X848
Shares:79.4K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.9B)
SIMON PROPERTY GROUP INC /DE/
Shares:14.0K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.9B)
Arista Networks, Inc.
Shares:30.1K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.9B)
CARRIER GLOBAL Corp
Shares:36.6K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.9B)
Blackstone Inc.
Shares:16.3K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.9B)
NORFOLK SOUTHERN CORP
Shares:9.6K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.9B)
Edwards Lifesciences Corp
Shares:31.3K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.9B)
92204A702
Shares:4.2K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$10.9B)
Motorola Solutions, Inc.
Shares:5.1K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$10.9B)
ASTRAZENECA PLC
Shares:30.5K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$10.9B)
Airbnb, Inc.
Shares:18.6K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$10.9B)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:12.6K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$10.9B)