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 4 of 53
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
78844(-1.1%)
Value:
$39.0B(-6.1%)
464288653
464288653
Shares:
372257(+15391.3%)
Value:
$38.6B(+16047.7%)
UNILEVER PLC
UL|904767704
Shares:
641427(+7.0%)
Value:
$38.2B(+12.4%)
Walmart Inc.
WMT|931142103
Shares:
430939(-15.2%)
Value:
$37.8B(-17.6%)
RTX Corp
RTX|75513E101
Shares:
284964(-19.6%)
Value:
$37.7B(-7.9%)
ADOBE INC.
ADBE|00724F101
Shares:
96376(-13.8%)
Value:
$37.0B(-25.6%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
69695(-5.5%)
Value:
$36.5B(-2.1%)
LOWES COMPANIES INC
LOW|548661107
Shares:
155829(+0.1%)
Value:
$36.3B(-5.3%)
Broadcom Inc.
AVGO|11135F101
Shares:
216827(-10.9%)
Value:
$36.3B(-35.7%)
ASML HOLDING NV
ASML|N07059210
Shares:
54185(+79.7%)
Value:
$35.9B(+71.8%)
922908769
VTI|922908769
Shares:
128132(-3.6%)
Value:
$35.2B(-8.6%)
46436E718
46436E718
Shares:
327532(+14.9%)
Value:
$33.0B(+15.3%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
275129(+6.3%)
Value:
$32.7B(+17.5%)
78464A284
78464A284
Shares:
1287685(-1.8%)
Value:
$32.5B(-3.2%)
46434G764
EMXC|46434G764
Shares:
587448(-14.1%)
Value:
$32.4B(-14.7%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
117260(-2.6%)
Value:
$31.3B(+17.7%)
464288646
464288646
Shares:
589001(-8.1%)
Value:
$30.8B(-6.9%)
464287101
464287101
Shares:
112042(+402.9%)
Value:
$30.3B(+371.5%)
464287614
IWF|464287614
Shares:
83118(-0.9%)
Value:
$30.0B(-10.9%)
464287507
IJH|464287507
Shares:
511601(+0.0%)
Value:
$29.9B(-6.4%)