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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PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:13.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.9B)
EQUIFAX INC
Shares:4.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.9B)
Diamondback Energy, Inc.
Shares:6.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.9B)
464289859
Shares:14.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.9B)
HESS CORP
Shares:6.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.9B)
Targa Resources Corp.
Shares:5.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.9B)
464287473
Shares:8.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$10.9B)
SHOPIFY INC.
Shares:10.9K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
Corteva, Inc.
Shares:16.5K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
Paycom Software, Inc.
Shares:4.7K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
CUMMINS INC
Shares:3.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
MARTIN MARIETTA MATERIALS INC
Shares:2.2K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
NEWMONT Corp /DE/
Shares:21.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
DoorDash, Inc.
Shares:5.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
MID AMERICA APARTMENT COMMUNITIES INC.
Shares:6.1K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
Ventas, Inc.
Shares:14.7K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
Datadog, Inc.
Shares:10.1K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$10.9B)
Vertiv Holdings Co
Shares:13.8K
Value:$999.0K
% of Portfolio:0.0% ($999.0K/$10.9B)
78464A300
Shares:12.5K
Value:$982.3K
% of Portfolio:0.0% ($982.3K/$10.9B)
DuPont de Nemours, Inc.
Shares:13.0K
Value:$974.1K
% of Portfolio:0.0% ($974.1K/$10.9B)