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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Page 29 of 53
REALTY INCOME CORP
Shares:16.7K
Value:$967.5K
% of Portfolio:0.0% ($967.5K/$10.9B)
American Water Works Company, Inc.
Shares:6.5K
Value:$962.1K
% of Portfolio:0.0% ($962.1K/$10.9B)
FORD MOTOR CO
Shares:95.7K
Value:$959.4K
% of Portfolio:0.0% ($959.4K/$10.9B)
PULTEGROUP INC/MI/
Shares:9.3K
Value:$955.7K
% of Portfolio:0.0% ($955.7K/$10.9B)
921946794
Shares:13.0K
Value:$955.0K
% of Portfolio:0.0% ($955.0K/$10.9B)
AVALONBAY COMMUNITIES INC
Shares:4.4K
Value:$951.0K
% of Portfolio:0.0% ($951.0K/$10.9B)
09290C608
Shares:20.6K
Value:$949.5K
% of Portfolio:0.0% ($949.5K/$10.9B)
46138E198
Shares:15.3K
Value:$945.7K
% of Portfolio:0.0% ($945.7K/$10.9B)
IDEXX LABORATORIES INC /DE
Shares:2.2K
Value:$938.7K
% of Portfolio:0.0% ($938.7K/$10.9B)
922042874
Shares:13.4K
Value:$937.9K
% of Portfolio:0.0% ($937.9K/$10.9B)
808524862
Shares:38.4K
Value:$935.4K
% of Portfolio:0.0% ($935.4K/$10.9B)
BXP, Inc.
Shares:13.8K
Value:$927.4K
% of Portfolio:0.0% ($927.4K/$10.9B)
Ingersoll Rand Inc.
Shares:11.6K
Value:$926.8K
% of Portfolio:0.0% ($926.8K/$10.9B)
OCCIDENTAL PETROLEUM CORP /DE/
Shares:18.7K
Value:$921.6K
% of Portfolio:0.0% ($921.6K/$10.9B)
COMERICA INC /NEW/
Shares:15.6K
Value:$920.7K
% of Portfolio:0.0% ($920.7K/$10.9B)
HALLIBURTON CO
Shares:36.3K
Value:$919.8K
% of Portfolio:0.0% ($919.8K/$10.9B)
464286285
Shares:24.0K
Value:$918.2K
% of Portfolio:0.0% ($918.2K/$10.9B)
AMETEK INC/
Shares:5.3K
Value:$912.3K
% of Portfolio:0.0% ($912.3K/$10.9B)
DARDEN RESTAURANTS INC
Shares:4.4K
Value:$911.8K
% of Portfolio:0.0% ($911.8K/$10.9B)
GE HealthCare Technologies Inc.
Shares:11.3K
Value:$910.3K
% of Portfolio:0.0% ($910.3K/$10.9B)