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
Search and click to pin securities to the top
Page 28 of 53
PUBLIC SERVICE ENTERPRISE GROUP INC
PEG|744573106
Shares:
13202(-0.1%)
Value:
$1.1B(-2.7%)
EQUIFAX INC
EFX|294429105
Shares:
4408(+4.9%)
Value:
$1.1B(+0.3%)
Diamondback Energy, Inc.
FANG|25278X109
Shares:
6695(-6.0%)
Value:
$1.1B(-8.3%)
464289859
464289859
Shares:
13971(+7.8%)
Value:
$1.1B(+7.7%)
HESS CORP
HES|42809H107
Shares:
6663(+4.9%)
Value:
$1.1B(+25.9%)
Targa Resources Corp.
TRGP|87612G101
Shares:
5307(+7.4%)
Value:
$1.1B(+20.6%)
464287473
IWS|464287473
Shares:
8440(-4.6%)
Value:
$1.1B(-7.1%)
SHOPIFY INC.
SHOP|82509L107
Shares:
10940(-2.6%)
Value:
$1.0B(-12.5%)
Corteva, Inc.
CTVA|22052L104
Shares:
16535(+1.6%)
Value:
$1.0B(+12.2%)
Paycom Software, Inc.
PAYC|70432V102
Shares:
4744(-2.5%)
Value:
$1.0B(+4.0%)
CUMMINS INC
CMI|231021106
Shares:
3306(+15.8%)
Value:
$1.0B(+4.2%)
MARTIN MARIETTA MATERIALS INC
MLM|573284106
Shares:
2159(+12.7%)
Value:
$1.0B(+4.4%)
NEWMONT Corp /DE/
NEM|651639106
Shares:
21302(+21.0%)
Value:
$1.0B(+56.9%)
DoorDash, Inc.
DASH|25809K105
Shares:
5614(+8.3%)
Value:
$1.0B(+18.0%)
MID AMERICA APARTMENT COMMUNITIES INC.
MAA|59522J103
Shares:
6060(-1.1%)
Value:
$1.0B(+7.2%)
Ventas, Inc.
VTR|92276F100
Shares:
14719(+2.3%)
Value:
$1.0B(+19.4%)
Datadog, Inc.
DDOG|23804L103
Shares:
10134(+1.6%)
Value:
$1.0B(-29.5%)
Vertiv Holdings Co
VRT|92537N108
Shares:
13837(-15.8%)
Value:
$999.0M(-46.5%)
78464A300
78464A300
Shares:
12529(-1.4%)
Value:
$982.3M(-11.4%)
DuPont de Nemours, Inc.
DD|26614N102
Shares:
13044(-3.8%)
Value:
$974.1M(-5.8%)