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 34 of 53
92203J407
BNDX|92203J407
Shares:
13851(+4.3%)
Value:
$676.2M(+3.8%)
BROWN FORMAN CORP
BF-B|115637209
Shares:
19790(+51.3%)
Value:
$671.7M(+35.2%)
Vulcan Materials CO
VMC|929160109
Shares:
2851(-2.8%)
Value:
$665.1M(-11.9%)
Keysight Technologies, Inc.
KEYS|49338L103
Shares:
4433(+13.2%)
Value:
$663.9M(+5.5%)
WEST PHARMACEUTICAL SERVICES INC
WST|955306105
Shares:
2947(-12.4%)
Value:
$659.8M(-40.1%)
46138E594
46138E594
Shares:
39478(-0.7%)
Value:
$658.9M(-7.5%)
UBS Group AG
UBS|H42097107
Shares:
21459(+2.8%)
Value:
$657.3M(+3.8%)
COSTAR GROUP, INC.
CSGP|22160N109
Shares:
8223(+31.5%)
Value:
$651.5M(+45.6%)
United Airlines Holdings, Inc.
UAL|910047109
Shares:
9418(-3.3%)
Value:
$650.3M(-31.3%)
33740F623
33740F623
Shares:
14630
Value:
$648.8M
922908512
VOE|922908512
Shares:
4032(-0.1%)
Value:
$647.3M(-0.9%)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
BR|11133T103
Shares:
2665(+6.5%)
Value:
$646.1M(+14.2%)
887432359
887432359
Shares:
15218(+72.9%)
Value:
$645.9M(+71.3%)
TE Connectivity plc
TEL|G87052109
Shares:
4567(+1.6%)
Value:
$645.3M(+0.5%)
Marvell Technology, Inc.
MRVL|573874104
Shares:
10318(+4.6%)
Value:
$635.3M(-41.7%)
33740U653
33740U653
Shares:
18285(+0.0%)
Value:
$635.2M(-1.5%)
464287846
464287846
Shares:
4642(-0.1%)
Value:
$631.7M(-5.0%)
Dell Technologies Inc.
DELL|24703L202
Shares:
6867(+37.7%)
Value:
$625.9M(+8.9%)
ZIMMER BIOMET HOLDINGS, INC.
ZBH|98956P102
Shares:
5497(+7.6%)
Value:
$622.2M(+15.3%)
Vistra Corp.
VST|92840M102
Shares:
5251(-0.4%)
Value:
$616.7M(-15.2%)