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 24 of 53
KROGER CO
KR|501044101
Shares:
23195(+14.1%)
Value:
$1.6B(+26.4%)
General Motors Co
GM|37045V100
Shares:
32965(+0.9%)
Value:
$1.6B(-10.9%)
HARTFORD INSURANCE GROUP, INC.
HIG|416515104
Shares:
12401(+2.2%)
Value:
$1.5B(+15.6%)
46436E726
46436E726
Shares:
70220(+5.9%)
Value:
$1.5B(+7.7%)
Snowflake Inc.
SNOW|833445109
Shares:
10424(+1.3%)
Value:
$1.5B(-4.1%)
Sony Group Corp
SONY|835699307
Shares:
59838(-1.4%)
Value:
$1.5B(+18.2%)
REGIONS FINANCIAL CORP
RF|7591EP100
Shares:
69888(+1.3%)
Value:
$1.5B(-6.4%)
INSULET CORP
PODD|45784P101
Shares:
5777(-0.8%)
Value:
$1.5B(-0.2%)
Aptiv PLC
APTV|G3265R107
Shares:
25467(-13.2%)
Value:
$1.5B(-14.6%)
46436E486
46436E486
Shares:
72994(+3.6%)
Value:
$1.5B(+5.7%)
AES CORP
AES|00130H105
Shares:
121562(+54.5%)
Value:
$1.5B(+49.1%)
L3HARRIS TECHNOLOGIES, INC. /DE/
LHX|502431109
Shares:
7195(-7.2%)
Value:
$1.5B(-7.6%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
2356(-0.6%)
Value:
$1.5B(-11.5%)
DEXCOM INC
DXCM|252131107
Shares:
21854(+23.8%)
Value:
$1.5B(+8.7%)
46436E759
46436E759
Shares:
22050(-44.1%)
Value:
$1.5B(-41.7%)
ALLSTATE CORP
ALL|020002101
Shares:
7112(-7.5%)
Value:
$1.5B(-0.6%)
MITSUBISHI UFJ FINANCIAL GROUP INC
MUFG|606822104
Shares:
107527(+1.1%)
Value:
$1.5B(+17.6%)
RAYMOND JAMES FINANCIAL INC
RJF|754730109
Shares:
10480(+2.2%)
Value:
$1.5B(-8.6%)
LENNAR CORP /NEW/
LEN|526057104
Shares:
12680(+1.8%)
Value:
$1.5B(-14.3%)
KEYCORP /NEW/
KEY|493267108
Shares:
90874(+0.4%)
Value:
$1.5B(-6.3%)