United Capital Financial Advisors, LLC

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, LLC
Data Enrichment
77% identified
814 identified241 unidentified

Holdings

1,055 positions
Manager:
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Page 45 of 53
Yum China Holdings, Inc.
Shares:
5746(+36.5%)
Value:
$299.1M(+47.5%)
78464A607
Shares:
2994(+0.0%)
Value:
$296.8M(+0.3%)
MongoDB, Inc.
Shares:
1691(-13.9%)
Value:
$296.6M(-35.2%)
HASBRO, INC.
Shares:
4776(+30.3%)
Value:
$293.7M(+43.3%)
ESSEX PROPERTY TRUST, INC.
Shares:
958(+17.0%)
Value:
$293.7M(+25.6%)
EVEREST GROUP, LTD.
Shares:
808(-9.0%)
Value:
$293.6M(-8.8%)
808524771
Shares:
12402
Value:
$292.8M
Sea Ltd
Shares:
2242
Value:
$292.6M
CANADIAN NATURAL RESOURCES LTD
Shares:
9459(-0.2%)
Value:
$291.3M(-0.4%)
VEEVA SYSTEMS INC
Shares:
1257(+14.0%)
Value:
$291.2M(+25.6%)
TERADYNE, INC
Shares:
3514(+8.7%)
Value:
$290.2M(-28.7%)
Natera, Inc.
Shares:
2047(+2.3%)
Value:
$289.5M(-8.6%)
ROLLINS INC
Shares:
5333(-2.6%)
Value:
$288.1M(+13.5%)
MOLSON COORS BEVERAGE CO
Shares:
4729(-10.9%)
Value:
$287.9M(-5.4%)
CASEYS GENERAL STORES INC
Shares:
659(-93.2%)
Value:
$286.0M(-92.5%)
Fox Corp
Shares:
5045(+8.7%)
Value:
$285.5M(+26.6%)
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:
4062(+1.3%)
Value:
$285.2M(-1.7%)
OGE ENERGY CORP.
Shares:
6204(-1.3%)
Value:
$285.1M(+10.0%)
ITT INC.
Shares:
2200(+1.7%)
Value:
$284.1M(-8.1%)
MOHAWK INDUSTRIES INC
Shares:
2480(-3.5%)
Value:
$283.2M(-7.5%)