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 41 of 53
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MOLINA HEALTHCARE, INC.
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Value:
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Coterra Energy Inc.
CTRA|127097103
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13782(+17.6%)
Value:
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464289875
464289875
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Value:
$396.9M(-3.3%)
Axogen, Inc.
AXGN|05463X106
Shares:
21092(-0.4%)
Value:
$390.2M(+11.8%)
Essential Utilities, Inc.
WTRG|29670G102
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9816(+36.4%)
Value:
$388.0M(+48.4%)
SIMMONS FIRST NATIONAL CORP
SFNC|828730200
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18883(-0.1%)
Value:
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CARVANA CO.
CVNA|146869102
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1850(-2.6%)
Value:
$386.8M(+0.1%)
NEWS CORP
NWSA|65249B109
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14178(+6.0%)
Value:
$385.9M(+4.8%)
SouthState Corp
SSB|840441109
Shares:
4136
Value:
$383.9M
Haleon plc
HLN|405552100
Shares:
37289(-0.5%)
Value:
$383.7M(+7.3%)
ATMOS ENERGY CORP
ATO|049560105
Shares:
2482(+11.5%)
Value:
$383.7M(+23.8%)
464287754
464287754
Shares:
2947(-6.7%)
Value:
$383.6M(-9.0%)
PACKAGING CORP OF AMERICA
PKG|695156109
Shares:
1932(-1.2%)
Value:
$382.6M(-13.1%)
NRG ENERGY, INC.
NRG|629377508
Shares:
3993(+7.9%)
Value:
$381.2M(+14.2%)
TELEDYNE TECHNOLOGIES INC
TDY|879360105
Shares:
762(+1.2%)
Value:
$379.4M(+8.5%)
CABOT CORP
CBT|127055101
Shares:
4535(+57.4%)
Value:
$377.1M(+43.3%)
GENERAC HOLDINGS INC.
GNRC|368736104
Shares:
2973(-9.4%)
Value:
$376.5M(-26.0%)
EMCOR Group, Inc.
EME|29084Q100
Shares:
1011(-18.2%)
Value:
$373.7M(-33.4%)