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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464287432
Shares:24.2K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$10.9B)
GSK plc
Shares:56.1K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$10.9B)
QUANTA SERVICES, INC.
Shares:8.5K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$10.9B)
BECTON DICKINSON & CO
Shares:9.4K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$10.9B)
PayPal Holdings, Inc.
Shares:32.9K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
464287234
Shares:49.1K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
Fidelity National Information Services, Inc.
Shares:28.7K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
46435U515
Shares:84.7K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
922040845
Shares:28.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
HCA Healthcare, Inc.
Shares:6.1K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
AMERICAN ELECTRIC POWER CO INC
Shares:19.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
METLIFE INC
Shares:26.1K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
UNITED BANKSHARES INC/WV
Shares:60.3K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
CACI INTERNATIONAL INC /DE/
Shares:5.7K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
25434V500
Shares:34.8K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
Marathon Petroleum Corp
Shares:14.3K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$10.9B)
Johnson Controls International plc
Shares:25.6K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$10.9B)
AMERIPRISE FINANCIAL INC
Shares:4.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$10.9B)
Shell plc
Shares:27.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$10.9B)
46436E205
Shares:86.5K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$10.9B)