United-Capital-Financial-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
United-Capital-Financial-Advisors
Data Enrichment
77% identified
814 identified241 unidentified

Holdings

1,055 positions • $10.9B total value
Manager:
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33739Q200
Shares:29.6K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$10.9B)
Trade Desk, Inc.
Shares:26.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
381430230
Shares:28.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
NUCOR CORP
Shares:11.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
Shares:41.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
46436E593
Shares:71.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
CHARTER COMMUNICATIONS, INC. /MO/
Shares:3.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
WILLIAMS COMPANIES, INC.
Shares:23.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
BERKSHIRE HATHAWAY INC
Shares:2.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
CHIPOTLE MEXICAN GRILL INC
Shares:27.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
Public Storage
Shares:4.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
GENUINE PARTS CO
Shares:11.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
HEALTHPEAK PROPERTIES, INC.
Shares:67.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
TOYOTA MOTOR CORP/
Shares:7.7K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
887432334
Shares:47.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$10.9B)
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Shares:87.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$10.9B)
HSBC HOLDINGS PLC
Shares:23.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$10.9B)
lululemon athletica inc.
Shares:4.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$10.9B)
46436E460
Shares:65.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$10.9B)
46436E312
Shares:53.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$10.9B)