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 38 of 53
Fortune Brands Innovations, Inc.
FBIN|34964C106
Shares:
8071(-3.1%)
Value:
$491.4M(-13.7%)
46435U663
46435U663
Shares:
12751(+0.1%)
Value:
$489.7M(-8.5%)
ANSYS INC
ANSS|03662Q105
Shares:
1547(+3.1%)
Value:
$489.7M(-3.2%)
81369Y100
XLB|81369Y100
Shares:
5691(-9.1%)
Value:
$489.3M(-7.1%)
SOUTHERN COPPER CORP/
SCCO|84265V105
Shares:
5177(+25.3%)
Value:
$483.8M(+28.4%)
NATIONAL GRID PLC
NGG|636274409
Shares:
7363(+16.6%)
Value:
$483.1M(+28.8%)
EASTMAN CHEMICAL CO
EMN|277432100
Shares:
5444(+5.2%)
Value:
$479.7M(+1.5%)
FIRSTENERGY CORP
FE|337932107
Shares:
11814(+2.4%)
Value:
$477.5M(+4.0%)
Kraft Heinz Co
KHC|500754106
Shares:
15682(-28.8%)
Value:
$477.2M(-29.4%)
TAKEDA PHARMACEUTICAL CO LTD
TAK|874060205
Shares:
31924(+18.6%)
Value:
$474.7M(+33.2%)
BERKLEY W R CORP
WRB|084423102
Shares:
6666(+1.2%)
Value:
$474.3M(+23.1%)
Seagate Technology Holdings plc
STX|G7997R103
Shares:
5578(-3.2%)
Value:
$473.8M(-4.7%)
Waste Connections, Inc.
WCN|94106B101
Shares:
2427(+18.5%)
Value:
$473.7M(+34.8%)
852234103
852234103
Shares:
8717(+5.7%)
Value:
$473.6M(-32.4%)
LyondellBasell Industries N.V.
LYB|N53745100
Shares:
6725(+32.4%)
Value:
$473.4M(+25.5%)
LOEWS CORP
L|540424108
Shares:
5114(-1.6%)
Value:
$470.0M(+6.8%)
887432342
887432342
Shares:
12648(+106.4%)
Value:
$468.4M(+95.7%)
Warner Bros. Discovery, Inc.
WBD|934423104
Shares:
43314(-0.5%)
Value:
$464.8M(+1.0%)
TEXTRON INC
TXT|883203101
Shares:
6429(+6.1%)
Value:
$464.5M(+0.2%)
464287606
IJK|464287606
Shares:
5572(-4.9%)
Value:
$464.1M(-12.9%)