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 6 of 53
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79208(-17.7%)
Value:
$21.6B(-14.8%)
NASDAQ, INC.
NDAQ|631103108
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282761(+8.2%)
Value:
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DANAHER CORP /DE/
DHR|235851102
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104033(+0.6%)
Value:
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GILEAD SCIENCES, INC.
GILD|375558103
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189034(-7.0%)
Value:
$21.2B(+12.8%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
4535(-0.5%)
Value:
$20.9B(-7.7%)
921943858
VEA|921943858
Shares:
402349(-0.8%)
Value:
$20.5B(+5.5%)
AMGEN INC
AMGN|031162100
Shares:
64214(+10.8%)
Value:
$20.0B(+32.4%)
78464A847
78464A847
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386651(+531.7%)
Value:
$19.8B(+491.1%)
464287879
464287879
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198544(-3.0%)
Value:
$19.4B(-12.9%)
Parker-Hannifin Corp
PH|701094104
Shares:
31653(-1.3%)
Value:
$19.2B(-5.6%)
808524102
SCHB|808524102
Shares:
890849(-1.9%)
Value:
$19.2B(-6.9%)
464287887
IJT|464287887
Shares:
147766(-2.6%)
Value:
$18.4B(-10.5%)
464287598
IWD|464287598
Shares:
97228(-0.9%)
Value:
$18.3B(+0.7%)
Kinsale Capital Group, Inc.
KNSL|49714P108
Shares:
35885(+7.6%)
Value:
$17.5B(+12.6%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
31200(+116.7%)
Value:
$17.5B(+106.8%)
808524839
808524839
Shares:
726387(-8.0%)
Value:
$16.8B(-6.1%)
STRYKER CORP
SYK|863667101
Shares:
44782(-18.4%)
Value:
$16.7B(-15.7%)
CME GROUP INC.
CME|12572Q105
Shares:
62681(-19.1%)
Value:
$16.6B(-7.6%)
JACOBS SOLUTIONS INC.
J|46982L108
Shares:
134112(+1.1%)
Value:
$16.2B(-8.6%)
464288281
464288281
Shares:
178541(+37.5%)
Value:
$16.2B(+39.9%)