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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922042676
VNQI|922042676
Shares:
1348763(-0.6%)
Value:
$54.6B(+1.7%)
808524805
SCHF|808524805
Shares:
2634250(+0.1%)
Value:
$52.1B(+7.1%)
808524409
808524409
Shares:
1884648(-0.8%)
Value:
$50.1B(+1.2%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
299617(+2.7%)
Value:
$49.7B(+17.7%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
318354(-5.3%)
Value:
$48.9B(-5.4%)
464287721
464287721
Shares:
344441(-1.5%)
Value:
$48.4B(-13.3%)
S&P Global Inc.
SPGI|78409V104
Shares:
95006(-7.6%)
Value:
$48.3B(-5.7%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
771995(-0.9%)
Value:
$47.6B(+3.3%)
808524201
SCHX|808524201
Shares:
2050121(-2.9%)
Value:
$45.3B(-7.5%)
Mastercard Inc
MA|57636Q104
Shares:
82387(+7.2%)
Value:
$45.2B(+11.5%)
ORACLE CORP
ORCL|68389X105
Shares:
318524(-5.4%)
Value:
$44.5B(-20.6%)
092528603
092528603
Shares:
814585(-1.4%)
Value:
$42.7B(-0.7%)
Medtronic plc
MDT|G5960L103
Shares:
470781(+1.4%)
Value:
$42.3B(+14.0%)
PEPSICO INC
PEP|713448108
Shares:
280035(-13.5%)
Value:
$42.0B(-14.7%)
464288885
EFG|464288885
Shares:
415476(-48.0%)
Value:
$41.5B(-46.3%)
AbbVie Inc.
ABBV|00287Y109
Shares:
198136(-0.2%)
Value:
$41.5B(+17.6%)
CHEVRON CORP
CVX|166764100
Shares:
247886(-0.7%)
Value:
$41.5B(+14.7%)
NOVO NORDISK A S
NVO|670100205
Shares:
576288(+60.0%)
Value:
$40.0B(+29.1%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
231950(-17.2%)
Value:
$39.5B(-15.8%)
922908595
VBK|922908595
Shares:
156583(-1.9%)
Value:
$39.4B(-11.8%)