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 43 of 53
CORNING INC /NY
GLW|219350105
Shares:
7494(+9.8%)
Value:
$343.1M(+5.8%)
Energy Transfer LP
ET|29273V100
Shares:
18450
Value:
$343.0M
AFFILIATED MANAGERS GROUP, INC.
AMG|008252108
Shares:
2037(-2.5%)
Value:
$342.2M(-11.4%)
464287374
464287374
Shares:
7500(+0.0%)
Value:
$341.0M(+6.4%)
NISOURCE INC.
NI|65473P105
Shares:
8489(+2.4%)
Value:
$340.3M(+11.6%)
LAS VEGAS SANDS CORP
LVS|517834107
Shares:
8809(+4.2%)
Value:
$340.3M(-21.6%)
PRUDENTIAL PLC
PUK|74435K204
Shares:
15800(+12.8%)
Value:
$339.7M(+52.1%)
REVVITY, INC.
RVTY|714046109
Shares:
3208(+5.3%)
Value:
$339.4M(-0.2%)
INCYTE CORP
INCY|45337C102
Shares:
5553(-9.1%)
Value:
$336.2M(-20.3%)
CHUNGHWA TELECOM CO LTD
CHT|17133Q502
Shares:
8565(+4.1%)
Value:
$335.8M(+8.4%)
ON SEMICONDUCTOR CORP
ON|682189105
Shares:
8244(-6.7%)
Value:
$335.4M(-39.8%)
ArcelorMittal
MT|03938L203
Shares:
11595(+6.0%)
Value:
$334.5M(+32.2%)
UDR, Inc.
UDR|902653104
Shares:
7369(+2.0%)
Value:
$332.9M(+6.1%)
Liberty Media Corp
FWONK|531229755
Shares:
3662(-0.7%)
Value:
$329.6M(-3.5%)
SKYWORKS SOLUTIONS, INC.
SWKS|83088M102
Shares:
5093(-3.3%)
Value:
$329.1M(-29.5%)
PIMCO Dynamic Income Fund
PDI|72201Y101
Shares:
16620(+51.1%)
Value:
$329.1M(+63.1%)
33740U729
33740U729
Shares:
13970(+0.0%)
Value:
$328.3M(-1.6%)
SOUTHWEST AIRLINES CO
LUV|844741108
Shares:
9735(-3.6%)
Value:
$326.9M(-3.7%)
LOGITECH INTERNATIONAL S.A.
LOGI|H50430232
Shares:
3857(-5.4%)
Value:
$325.6M(-3.0%)
NOMURA HOLDINGS INC
NMR|65535H208
Shares:
52888(+15.3%)
Value:
$325.3M(+22.5%)