United-Capital-Financial-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
United-Capital-Financial-Advisors
Data Enrichment
77% identified
814 identified241 unidentified

Holdings

1,055 positions • $10.9B total value
Manager:
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Page 41 of 53
Liberty Broadband Corp
Shares:4.8K
Value:$408.4K
% of Portfolio:0.0% ($408.4K/$10.9B)
LPL Financial Holdings Inc.
Shares:1.2K
Value:$401.4K
% of Portfolio:0.0% ($401.4K/$10.9B)
MOLINA HEALTHCARE, INC.
Shares:1.2K
Value:$400.9K
% of Portfolio:0.0% ($400.9K/$10.9B)
Coterra Energy Inc.
Shares:13.8K
Value:$398.3K
% of Portfolio:0.0% ($398.3K/$10.9B)
464289875
Shares:9.0K
Value:$396.9K
% of Portfolio:0.0% ($396.9K/$10.9B)
Axogen, Inc.
Shares:21.1K
Value:$390.2K
% of Portfolio:0.0% ($390.2K/$10.9B)
Essential Utilities, Inc.
Shares:9.8K
Value:$388.0K
% of Portfolio:0.0% ($388.0K/$10.9B)
SIMMONS FIRST NATIONAL CORP
Shares:18.9K
Value:$387.7K
% of Portfolio:0.0% ($387.7K/$10.9B)
CARVANA CO.
Shares:1.9K
Value:$386.8K
% of Portfolio:0.0% ($386.8K/$10.9B)
NEWS CORP
Shares:14.2K
Value:$385.9K
% of Portfolio:0.0% ($385.9K/$10.9B)
SouthState Corp
Shares:4.1K
Value:$383.9K
% of Portfolio:0.0% ($383.9K/$10.9B)
Haleon plc
Shares:37.3K
Value:$383.7K
% of Portfolio:0.0% ($383.7K/$10.9B)
ATMOS ENERGY CORP
Shares:2.5K
Value:$383.7K
% of Portfolio:0.0% ($383.7K/$10.9B)
464287754
Shares:2.9K
Value:$383.6K
% of Portfolio:0.0% ($383.6K/$10.9B)
PACKAGING CORP OF AMERICA
Shares:1.9K
Value:$382.6K
% of Portfolio:0.0% ($382.6K/$10.9B)
NRG ENERGY, INC.
Shares:4.0K
Value:$381.2K
% of Portfolio:0.0% ($381.2K/$10.9B)
TELEDYNE TECHNOLOGIES INC
Shares:762
Value:$379.4K
% of Portfolio:0.0% ($379.4K/$10.9B)
CABOT CORP
Shares:4.5K
Value:$377.1K
% of Portfolio:0.0% ($377.1K/$10.9B)
GENERAC HOLDINGS INC.
Shares:3.0K
Value:$376.5K
% of Portfolio:0.0% ($376.5K/$10.9B)
EMCOR Group, Inc.
Shares:1.0K
Value:$373.7K
% of Portfolio:0.0% ($373.7K/$10.9B)