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 37 of 53
Keurig Dr Pepper Inc.
KDP|49271V100
Shares:
15685(-1.7%)
Value:
$536.7M(+4.7%)
GLOBE LIFE INC.
GL|37959E102
Shares:
4049(+0.1%)
Value:
$533.3M(+18.3%)
WEYERHAEUSER CO
WY|962166104
Shares:
18200(-0.2%)
Value:
$532.9M(+3.8%)
KELLANOVA
K|487836108
Shares:
6433(-3.0%)
Value:
$530.7M(-1.2%)
CyberArk Software Ltd.
CYBR|M2682V108
Shares:
1558(+100.5%)
Value:
$526.6M(+103.4%)
SUN COMMUNITIES INC
SUI|866674104
Shares:
4085(-7.3%)
Value:
$525.5M(-3.0%)
Cloudflare, Inc.
NET|18915M107
Shares:
4660(+34.8%)
Value:
$525.1M(+41.1%)
CORPAY, INC.
CPAY|219948106
Shares:
1498(+3.7%)
Value:
$522.4M(+6.8%)
MASCO CORP /DE/
MAS|574599106
Shares:
7499(-5.8%)
Value:
$521.4M(-9.7%)
Walgreens Boots Alliance, Inc.
WBA|931427108
Shares:
46450(-37.8%)
Value:
$518.8M(-25.5%)
CENTERPOINT ENERGY INC
CNP|15189T107
Shares:
14192(+6.5%)
Value:
$514.2M(+21.6%)
CLOROX CO /DE/
CLX|189054109
Shares:
3481(+0.9%)
Value:
$512.5M(-8.5%)
CAVA GROUP, INC.
CAVA|148929102
Shares:
5931
Value:
$512.5M
464287515
464287515
Shares:
5756(-4.4%)
Value:
$512.2M(-15.1%)
CDW Corp
CDW|12514G108
Shares:
3171(+1.0%)
Value:
$508.2M(-7.0%)
REGENCY CENTERS CORP
REG|758849103
Shares:
6852(+6.1%)
Value:
$505.4M(+5.9%)
46434V639
46434V639
Shares:
12875
Value:
$501.7M
TAKE TWO INTERACTIVE SOFTWARE INC
TTWO|874054109
Shares:
2388(+10.1%)
Value:
$494.9M(+23.9%)
Invitation Homes Inc.
INVH|46187W107
Shares:
14138(-12.1%)
Value:
$492.7M(-4.2%)
ARES CAPITAL CORP
ARCC|04010L103
Shares:
22206(+35.4%)
Value:
$492.1M(+37.0%)