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 23 of 53
03073E105
03073E105
Shares:
6379(+8.1%)
Value:
$1.8B(+33.8%)
RPM INTERNATIONAL INC/DE/
RPM|749685103
Shares:
15192(-4.4%)
Value:
$1.8B(-10.1%)
YUM BRANDS INC
YUM|988498101
Shares:
11137(+16.1%)
Value:
$1.8B(+36.2%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
5001(+7.7%)
Value:
$1.7B(+10.6%)
LABCORP HOLDINGS INC.
LH|504922105
Shares:
7473(+1.1%)
Value:
$1.7B(+2.6%)
46434G863
46434G863
Shares:
49661(-8.9%)
Value:
$1.7B(-4.7%)
FIFTH THIRD BANCORP
FITB|316773100
Shares:
44182(-4.2%)
Value:
$1.7B(-11.2%)
81369Y886
81369Y886
Shares:
21759(+20.7%)
Value:
$1.7B(+25.8%)
46429B663
46429B663
Shares:
14123(-5.7%)
Value:
$1.7B(+1.7%)
ALEXANDRIA REAL ESTATE EQUITIES, INC.
ARE|015271109
Shares:
18464(+7.8%)
Value:
$1.7B(+2.2%)
46138E354
46138E354
Shares:
22787(+75.2%)
Value:
$1.7B(+87.1%)
Autodesk, Inc.
ADSK|052769106
Shares:
6474(+3.5%)
Value:
$1.7B(-8.3%)
92204A876
92204A876
Shares:
9877(-0.8%)
Value:
$1.7B(+3.7%)
Fortinet, Inc.
FTNT|34959E109
Shares:
17433(+4.9%)
Value:
$1.7B(+6.9%)
464286319
464286319
Shares:
61387(-5.8%)
Value:
$1.7B(-0.5%)
UNITED RENTALS, INC.
URI|911363109
Shares:
2649(-0.9%)
Value:
$1.7B(-11.8%)
46436E619
46436E619
Shares:
37989(+4.2%)
Value:
$1.6B(+6.3%)
464286533
464286533
Shares:
27938(-0.6%)
Value:
$1.6B(-0.0%)
464286525
ACWV|464286525
Shares:
13954(-14.3%)
Value:
$1.6B(-8.7%)
46641Q332
46641Q332
Shares:
28388(+9.1%)
Value:
$1.6B(+8.3%)