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 40 of 53
IQVIA HOLDINGS INC.
IQV|46266C105
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2460(-11.7%)
Value:
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Hewlett Packard Enterprise Co
HPE|42824C109
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28074(-8.6%)
Value:
$433.2M(-33.9%)
Expedia Group, Inc.
EXPE|30212P303
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2574(+9.1%)
Value:
$432.7M(-1.6%)
315948109
315948109
Shares:
5967(+26.4%)
Value:
$429.4M(+11.5%)
CINCINNATI FINANCIAL CORP
CINF|172062101
Shares:
2907(+8.8%)
Value:
$429.4M(+11.9%)
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
CRL|159864107
Shares:
2849
Value:
$428.8M
46438G646
46438G646
Shares:
16633
Value:
$427.0M
46436E296
46436E296
Shares:
18609
Value:
$426.0M
Archer-Daniels-Midland Co
ADM|039483102
Shares:
8869(-47.7%)
Value:
$425.8M(-50.3%)
46436E148
46436E148
Shares:
17421
Value:
$425.1M
Leidos Holdings, Inc.
LDOS|525327102
Shares:
3142(+14.4%)
Value:
$423.9M(+7.2%)
33740U505
33740U505
Shares:
9765(+77.5%)
Value:
$423.8M(+72.8%)
PETROBRAS - PETROLEO BRASILEIRO SA
PBR|71654V408
Shares:
29320(-88.4%)
Value:
$420.5M(-87.0%)
American Healthcare REIT, Inc.
AHR|398182303
Shares:
13704(-19.2%)
Value:
$415.2M(-13.8%)
46435G516
ESGD|46435G516
Shares:
5070(+0.0%)
Value:
$414.2M(+7.3%)
ALNYLAM PHARMACEUTICALS, INC.
ALNY|02043Q107
Shares:
1532(+3.5%)
Value:
$413.7M(+18.8%)
97717W281
97717W281
Shares:
8534(-12.2%)
Value:
$412.3M(-13.3%)
VORNADO REALTY TRUST
VNO|929042109
Shares:
11122(-1.4%)
Value:
$411.4M(-13.3%)
LKQ CORP
LKQ|501889208
Shares:
9659(+50.1%)
Value:
$410.9M(+73.7%)
DOLLAR TREE, INC.
DLTR|256746108
Shares:
5454(-45.3%)
Value:
$409.4M(-45.2%)