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 30 of 53
ELI LILLY & Co
LLY|532457108
Shares:
1100(+120.0%)
Value:
$908.5M(+135.4%)
BELLRING BRANDS, INC.
BRBR|07831C103
Shares:
12170(-0.0%)
Value:
$906.2M(-1.2%)
Lineage, Inc.
LINE|53566V106
Shares:
15389
Value:
$902.3M
Baker Hughes Co
BKR|05722G100
Shares:
20242(+6.3%)
Value:
$889.6M(+13.9%)
SBA COMMUNICATIONS CORP
SBAC|78410G104
Shares:
4028(+12.7%)
Value:
$886.1M(+21.6%)
DTE ENERGY CO
DTE|233331107
Shares:
6388(+5.7%)
Value:
$883.2M(+21.0%)
Synchrony Financial
SYF|87165B103
Shares:
16637(+18.0%)
Value:
$880.8M(-3.9%)
STATE STREET CORP
STT|857477103
Shares:
9823(-5.5%)
Value:
$879.5M(-13.8%)
Verisk Analytics, Inc.
VRSK|92345Y106
Shares:
2937(+1.6%)
Value:
$874.0M(+9.8%)
922907746
VTEB|922907746
Shares:
17560(-75.8%)
Value:
$871.3M(-76.0%)
DELTA AIR LINES, INC.
DAL|247361702
Shares:
19973(+1.7%)
Value:
$870.8M(-26.7%)
EVERSOURCE ENERGY
ES|30040W108
Shares:
13981(-13.3%)
Value:
$868.4M(-6.2%)
464287176
464287176
Shares:
7776(-5.1%)
Value:
$863.9M(-1.0%)
MICROSOFT CORP
MSFT|594918104
Shares:
2300(+0.0%)
Value:
$863.4M(-10.9%)
ENBRIDGE INC
ENB|29250N105
Shares:
19474(+22.2%)
Value:
$862.9M(+27.6%)
BHP Group Ltd
BHP|088606108
Shares:
17766(+27.7%)
Value:
$862.3M(+26.9%)
808524888
808524888
Shares:
23984(+2.1%)
Value:
$860.5M(+6.7%)
PPG INDUSTRIES INC
PPG|693506107
Shares:
7831(-4.4%)
Value:
$856.3M(-12.5%)
Banco Santander, S.A.
SAN|05964H105
Shares:
125713(+4.5%)
Value:
$842.3M(+53.6%)
MICROSTRATEGY Inc
MSTR|594972408
Shares:
2912(+27.1%)
Value:
$839.3M(+26.4%)