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 27 of 53
VICI PROPERTIES INC.
VICI|925652109
Shares:
37175(+40.2%)
Value:
$1.2B(+56.6%)
TOMPKINS FINANCIAL CORP
TMP|890110109
Shares:
19179(-15.7%)
Value:
$1.2B(-21.7%)
ROCKWELL AUTOMATION, INC
ROK|773903109
Shares:
4663(-6.4%)
Value:
$1.2B(-15.3%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
2854(+83.4%)
Value:
$1.2B(+81.0%)
RESMED INC
RMD|761152107
Shares:
5335(+0.9%)
Value:
$1.2B(-1.2%)
CONSTELLATION BRANDS, INC.
STZ|21036P108
Shares:
6329(+61.7%)
Value:
$1.2B(+34.2%)
XCEL ENERGY INC
XEL|98389B100
Shares:
16291(-9.5%)
Value:
$1.2B(-5.2%)
ARCH CAPITAL GROUP LTD.
ACGL|G0450A105
Shares:
11984(-0.6%)
Value:
$1.2B(+3.5%)
33739Q408
33739Q408
Shares:
19259(-23.1%)
Value:
$1.2B(-23.0%)
ROSS STORES, INC.
ROST|778296103
Shares:
8940(-4.4%)
Value:
$1.1B(-19.2%)
ENTERGY CORP /DE/
ETR|29364G103
Shares:
13244(+3.5%)
Value:
$1.1B(+16.7%)
FASTENAL CO
FAST|311900104
Shares:
14453(+6.4%)
Value:
$1.1B(+14.8%)
HUNTINGTON BANCSHARES INC /MD/
HBAN|446150104
Shares:
74380(+30.3%)
Value:
$1.1B(+20.2%)
92206C714
92206C714
Shares:
13429(+0.0%)
Value:
$1.1B(+1.6%)
46431W507
46431W507
Shares:
21715(-10.4%)
Value:
$1.1B(-9.7%)
025072885
025072885
Shares:
11957(-14.8%)
Value:
$1.1B(-18.8%)
81369Y407
81369Y407
Shares:
5583(-2.8%)
Value:
$1.1B(-14.4%)
464287556
464287556
Shares:
8619(+10.4%)
Value:
$1.1B(+6.8%)
464289867
464289867
Shares:
18970(-11.1%)
Value:
$1.1B(-10.7%)
464287291
464287291
Shares:
14361(+36.0%)
Value:
$1.1B(+21.6%)