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 22 of 53
78464A383
78464A383
Shares:
89948(-23.4%)
Value:
$2.0B(-21.6%)
COGNIZANT TECHNOLOGY SOLUTIONS CORP
CTSH|192446102
Shares:
25464(+2.1%)
Value:
$1.9B(+1.6%)
464288679
464288679
Shares:
17578(-6.2%)
Value:
$1.9B(-5.9%)
66538H534
66538H534
Shares:
49821(+74.8%)
Value:
$1.9B(+72.5%)
TARGET CORP
TGT|87612E106
Shares:
18262(-9.7%)
Value:
$1.9B(-30.3%)
SYNOPSYS INC
SNPS|871607107
Shares:
4428(+0.5%)
Value:
$1.9B(-11.2%)
921946810
VIGI|921946810
Shares:
22831(-0.4%)
Value:
$1.9B(+3.3%)
SYSCO CORP
SYY|871829107
Shares:
25197(+2.6%)
Value:
$1.9B(+0.7%)
AppLovin Corp
APP|03831W108
Shares:
7076(-3.8%)
Value:
$1.9B(-21.3%)
CHURCH & DWIGHT CO INC /DE/
CHD|171340102
Shares:
16835(+0.6%)
Value:
$1.9B(+5.8%)
VALERO ENERGY CORP/TX
VLO|91913Y100
Shares:
14024(+0.6%)
Value:
$1.9B(+8.4%)
TransDigm Group INC
TDG|893641100
Shares:
1330(+7.9%)
Value:
$1.8B(+17.7%)
TRUIST FINANCIAL CORP
TFC|89832Q109
Shares:
44552(+7.2%)
Value:
$1.8B(+1.7%)
ROYAL CARIBBEAN CRUISES LTD
RCL|V7780T103
Shares:
8893(+5.4%)
Value:
$1.8B(-6.1%)
66538H633
66538H633
Shares:
76783(+103.6%)
Value:
$1.8B(+106.3%)
FEDEX CORP
FDX|31428X106
Shares:
7344(-7.4%)
Value:
$1.8B(-19.7%)
775109200
775109200
Shares:
66951(+8.2%)
Value:
$1.8B(-5.9%)
78468R721
78468R721
Shares:
39706(+0.1%)
Value:
$1.8B(-1.1%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
15939(+0.5%)
Value:
$1.8B(-5.3%)
DOMINION ENERGY, INC
D|25746U109
Shares:
31715(-11.6%)
Value:
$1.8B(-8.0%)