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 26 of 53
Extra Space Storage Inc.
EXR|30225T102
Shares:
8977(+0.3%)
Value:
$1.3B(-0.5%)
FIRST FINANCIAL BANCORP /OH/
FFBC|320209109
Shares:
53319
Value:
$1.3B
CBRE GROUP, INC.
CBRE|12504L109
Shares:
10170(+5.1%)
Value:
$1.3B(+4.7%)
46435G243
46435G243
Shares:
53143(-28.8%)
Value:
$1.3B(-28.0%)
66538H419
66538H419
Shares:
42892(+84.3%)
Value:
$1.3B(+95.3%)
MERCADOLIBRE INC
MELI|58733R102
Shares:
671(+4.3%)
Value:
$1.3B(+19.7%)
EXELON CORP
EXC|30161N101
Shares:
28066(+25.0%)
Value:
$1.3B(+53.1%)
JACK HENRY & ASSOCIATES INC
JKHY|426281101
Shares:
7014(-85.8%)
Value:
$1.3B(-85.2%)
464287648
IWO|464287648
Shares:
5005(-6.7%)
Value:
$1.3B(-17.2%)
78468R796
78468R796
Shares:
27791(-1.1%)
Value:
$1.3B(-6.0%)
Howmet Aerospace Inc.
HWM|443201108
Shares:
9801(+5.2%)
Value:
$1.3B(+24.8%)
MICROCHIP TECHNOLOGY INC
MCHP|595017104
Shares:
26190(+2.8%)
Value:
$1.3B(-13.2%)
Apple Inc.
AAPL|037833100
Shares:
5700(+0.0%)
Value:
$1.3B(-11.3%)
TotalEnergies SE
TTE|89151E109
Shares:
19484(+4.5%)
Value:
$1.3B(+24.0%)
ING GROEP NV
ING|456837103
Shares:
64066(+2.9%)
Value:
$1.3B(+28.7%)
Kenvue Inc.
KVUE|49177J102
Shares:
52268(-3.0%)
Value:
$1.3B(+9.0%)
DEVON ENERGY CORP/DE
DVN|25179M103
Shares:
33505(+28.4%)
Value:
$1.3B(+46.7%)
464287630
IWN|464287630
Shares:
8277(+90.1%)
Value:
$1.2B(+74.8%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
11194(+11.0%)
Value:
$1.2B(+37.5%)
46138G888
46138G888
Shares:
11553(-16.0%)
Value:
$1.2B(-16.0%)