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 21 of 53
464287432
464287432
Shares:
24201(-92.2%)
Value:
$2.2B(-91.9%)
GSK plc
GSK|37733W204
Shares:
56142(-3.9%)
Value:
$2.2B(+10.0%)
QUANTA SERVICES, INC.
PWR|74762E102
Shares:
8516(+8.0%)
Value:
$2.2B(-13.1%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
9432(-47.3%)
Value:
$2.2B(-46.7%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
32924(-3.9%)
Value:
$2.1B(-26.6%)
464287234
EEM|464287234
Shares:
49091(-4.9%)
Value:
$2.1B(-0.6%)
Fidelity National Information Services, Inc.
FIS|31620M106
Shares:
28702(+0.6%)
Value:
$2.1B(-6.9%)
46435U515
46435U515
Shares:
84735(+14.7%)
Value:
$2.1B(+16.3%)
922040845
922040845
Shares:
28164
Value:
$2.1B
HCA Healthcare, Inc.
HCA|40412C101
Shares:
6065(+7.2%)
Value:
$2.1B(+23.4%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
19165(+2.5%)
Value:
$2.1B(+21.5%)
METLIFE INC
MET|59156R108
Shares:
26075(+21.8%)
Value:
$2.1B(+19.4%)
UNITED BANKSHARES INC/WV
UBSI|909907107
Shares:
60305
Value:
$2.1B
CACI INTERNATIONAL INC /DE/
CACI|127190304
Shares:
5686(-1.9%)
Value:
$2.1B(-10.9%)
25434V500
25434V500
Shares:
34845(-0.8%)
Value:
$2.1B(-8.9%)
Marathon Petroleum Corp
MPC|56585A102
Shares:
14267(+3.6%)
Value:
$2.1B(+8.2%)
Johnson Controls International plc
JCI|G51502105
Shares:
25583(-0.8%)
Value:
$2.0B(+0.7%)
AMERIPRISE FINANCIAL INC
AMP|03076C106
Shares:
4229(-0.3%)
Value:
$2.0B(-9.4%)
Shell plc
SHEL|780259305
Shares:
27308(+5.1%)
Value:
$2.0B(+23.0%)
46436E205
46436E205
Shares:
86482(+15.4%)
Value:
$2.0B(+17.1%)