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 31 of 53
GLOBAL PARTNERS LP
GLP|37946R109
Shares:
15662(+1.3%)
Value:
$836.1M(+16.1%)
921937835
BND|921937835
Shares:
11322(-28.7%)
Value:
$831.6M(-27.2%)
EBAY INC
EBAY|278642103
Shares:
12256(+7.5%)
Value:
$830.1M(+17.5%)
MIZUHO FINANCIAL GROUP INC
MFG|60687Y109
Shares:
149734(-0.8%)
Value:
$825.0M(+11.8%)
EQT Corp
EQT|26884L109
Shares:
15354(+12.3%)
Value:
$820.4M(+30.1%)
92204A207
92204A207
Shares:
3735(+14.0%)
Value:
$817.2M(+18.0%)
Atmus Filtration Technologies Inc.
ATMU|04956D107
Shares:
22234(-3.4%)
Value:
$816.7M(-9.4%)
DOW INC.
DOW|260557103
Shares:
23058(+2.7%)
Value:
$805.2M(-10.6%)
EQUITY RESIDENTIAL
EQR|29476L107
Shares:
11198(+10.5%)
Value:
$801.6M(+10.2%)
CITIZENS FINANCIAL GROUP INC/RI
CFG|174610105
Shares:
19367(-0.9%)
Value:
$793.5M(-7.2%)
KIMCO REALTY CORP
KIM|49446R109
Shares:
37322(-2.4%)
Value:
$792.7M(-11.6%)
INTERNATIONAL PAPER CO /NEW/
IP|460146103
Shares:
14827(+14.9%)
Value:
$791.0M(+13.8%)
PATHWARD FINANCIAL, INC.
CASH|59100U108
Shares:
10813(+0.0%)
Value:
$788.8M(-0.8%)
MCCORMICK & CO INC
MKC|579780206
Shares:
9521(-4.7%)
Value:
$783.7M(+2.9%)
DOLLAR GENERAL CORP
DG|256677105
Shares:
8905(+51.5%)
Value:
$783.1M(+75.7%)
Coinbase Global, Inc.
COIN|19260Q107
Shares:
4541(+6.1%)
Value:
$782.1M(-26.4%)
Unum Group
UNM|91529Y106
Shares:
9557(-8.1%)
Value:
$778.5M(+2.5%)
92204A801
92204A801
Shares:
4112(+0.0%)
Value:
$776.4M(+0.5%)
AGILENT TECHNOLOGIES, INC.
A|00846U101
Shares:
6601(-3.2%)
Value:
$772.2M(-15.7%)
SEMPRA
SRE|816851109
Shares:
10812(-26.4%)
Value:
$771.5M(-40.1%)