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 49 of 53
Allegion plc
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1760(-13.0%)
Value:
$229.6M(-13.1%)
Snap-on Inc
SNA|833034101
Shares:
680(-3.0%)
Value:
$229.2M(-3.7%)
BROOKFIELD Corp /ON/
BN.TO|11271J107
Shares:
4371(-6.5%)
Value:
$229.1M(-14.7%)
CARLISLE COMPANIES INC
CSL|142339100
Shares:
672(+14.3%)
Value:
$228.8M(+5.5%)
COOPER COMPANIES, INC.
COO|216648501
Shares:
2701(-17.6%)
Value:
$227.8M(-24.4%)
TELEPHONE & DATA SYSTEMS INC /DE/
TDS|879433829
Shares:
5880(-0.2%)
Value:
$227.8M(+13.4%)
PENTAIR plc
PNR|G7S00T104
Shares:
2602(+0.5%)
Value:
$227.6M(-12.6%)
WILLIAMS SONOMA INC
WSM|969904101
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1431(+23.9%)
Value:
$226.2M(+5.8%)
46429B747
46429B747
Shares:
2162(-0.9%)
Value:
$223.7M(+1.9%)
Roblox Corp
RBLX|771049103
Shares:
3836(+10.3%)
Value:
$223.6M(+11.1%)
921932828
921932828
Shares:
2315(+0.0%)
Value:
$223.4M(-9.0%)
PEARSON PLC
PSO|705015105
Shares:
13934(+2.4%)
Value:
$223.1M(+1.7%)
921932505
VOOG|921932505
Shares:
667(-0.6%)
Value:
$223.0M(-9.2%)
PINNACLE WEST CAPITAL CORP
PNW|723484101
Shares:
2331
Value:
$222.0M
HALOZYME THERAPEUTICS, INC.
HALO|40637H109
Shares:
3460
Value:
$220.8M
33738D309
33738D309
Shares:
4806(-19.6%)
Value:
$219.4M(-20.6%)
NICE Ltd.
NICE|653656108
Shares:
1422(-17.9%)
Value:
$219.2M(-25.5%)
ZEBRA TECHNOLOGIES CORP
ZBRA|989207105
Shares:
769(-9.5%)
Value:
$217.3M(-33.8%)
GRACO INC
GGG|384109104
Shares:
2599(+4.5%)
Value:
$217.0M(+3.5%)
ICON PLC
ICLR|G4705A100
Shares:
1237(-10.9%)
Value:
$216.5M(-25.6%)