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 25 of 53
33739Q200
33739Q200
Shares:
29558(-23.6%)
Value:
$1.5B(-22.8%)
Trade Desk, Inc.
TTD|88339J105
Shares:
26297(-8.1%)
Value:
$1.4B(-57.2%)
381430230
381430230
Shares:
28382(+8.0%)
Value:
$1.4B(+8.7%)
NUCOR CORP
NUE|670346105
Shares:
11861(+50.6%)
Value:
$1.4B(+55.3%)
BP PLC
BP|055622104
Shares:
41822(+7.5%)
Value:
$1.4B(+22.9%)
46436E593
46436E593
Shares:
71260(+472.9%)
Value:
$1.4B(+486.9%)
CHARTER COMMUNICATIONS, INC. /MO/
CHTR|16119P108
Shares:
3801(+4.1%)
Value:
$1.4B(+11.9%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
23388(+13.7%)
Value:
$1.4B(+25.6%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
2600(-3.7%)
Value:
$1.4B(+13.1%)
CHIPOTLE MEXICAN GRILL INC
CMG|169656105
Shares:
27567(+0.4%)
Value:
$1.4B(-16.4%)
Public Storage
PSA|74460D109
Shares:
4581(-0.7%)
Value:
$1.4B(-0.7%)
GENUINE PARTS CO
GPC|372460105
Shares:
11455(+46.6%)
Value:
$1.4B(+49.6%)
HEALTHPEAK PROPERTIES, INC.
DOC|42250P103
Shares:
67390(+5.4%)
Value:
$1.4B(+5.1%)
TOYOTA MOTOR CORP/
TM|892331307
Shares:
7682(-1.0%)
Value:
$1.4B(-10.2%)
887432334
887432334
Shares:
47060(+79.6%)
Value:
$1.4B(+94.3%)
SUMITOMO MITSUI FINANCIAL GROUP, INC.
SMFG|86562M209
Shares:
87274(+0.6%)
Value:
$1.3B(+7.3%)
HSBC HOLDINGS PLC
HSBC|404280406
Shares:
23432(+1.9%)
Value:
$1.3B(+18.4%)
lululemon athletica inc.
LULU|550021109
Shares:
4735(-4.7%)
Value:
$1.3B(-29.4%)
46436E460
46436E460
Shares:
65613
Value:
$1.3B
46436E312
46436E312
Shares:
53358(+479.9%)
Value:
$1.3B(+489.5%)