United Capital Financial Advisors, LLC

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, LLC
Data Enrichment
77% identified
814 identified241 unidentified

Holdings

1,055 positions
Manager:
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Page 32 of 53
Apollo Global Management, Inc.
Shares:
5620(+17.0%)
Value:
$769.6M(-3.0%)
INTERNATIONAL FLAVORS & FRAGRANCES INC
Shares:
9893(-4.3%)
Value:
$767.8M(-12.2%)
NEW JERSEY RESOURCES CORP
Shares:
15564(+61.5%)
Value:
$763.6M(+69.9%)
78464A201
Shares:
9184(+0.0%)
Value:
$762.2M(-8.1%)
METTLER TOLEDO INTERNATIONAL INC/
Shares:
642(+10.7%)
Value:
$758.2M(+6.8%)
25434V609
Shares:
14687(+0.8%)
Value:
$756.2M(-6.7%)
TYLER TECHNOLOGIES INC
Shares:
1297(+6.5%)
Value:
$754.1M(+7.4%)
OMNICOM GROUP INC.
Shares:
9049(+21.5%)
Value:
$750.3M(+17.1%)
CrowdStrike Holdings, Inc.
Shares:
2100(-8.7%)
Value:
$740.4M(-5.9%)
CARDINAL HEALTH INC
Shares:
5367(-2.7%)
Value:
$739.5M(+13.3%)
WINTRUST FINANCIAL CORP
Shares:
6524(+0.9%)
Value:
$733.7M(-9.0%)
Shares:
26410(-3.4%)
Value:
$731.3M(-18.0%)
Veralto Corp
Shares:
7463(-5.0%)
Value:
$727.3M(-9.1%)
British American Tobacco p.l.c.
Shares:
17560(+8.0%)
Value:
$726.4M(+23.1%)
78468R887
Shares:
5900(-3.0%)
Value:
$724.9M(-6.6%)
CMS ENERGY CORP
Shares:
9594(+2.1%)
Value:
$720.6M(+15.1%)
78464A854
Shares:
10874(-11.8%)
Value:
$715.1M(-15.9%)
464287705
Shares:
5969(+6.1%)
Value:
$714.6M(+1.6%)
Fortive Corp
Shares:
9742(+6.6%)
Value:
$712.9M(+4.0%)
639057207
Shares:
59124(+10.7%)
Value:
$704.8M(+29.7%)