United-Capital-Financial-Advisors

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
Data Enrichment
77% identified
814 identified241 unidentified

Holdings

1,055 positions • $10.9B total value
Manager:
Search and click to pin securities to the top
Page 6 of 53
GENERAL DYNAMICS CORP
Shares:79.2K
Value:$21.6M
% of Portfolio:0.2% ($21.6M/$10.9B)
NASDAQ, INC.
Shares:282.8K
Value:$21.5M
% of Portfolio:0.2% ($21.5M/$10.9B)
DANAHER CORP /DE/
Shares:104.0K
Value:$21.3M
% of Portfolio:0.2% ($21.3M/$10.9B)
GILEAD SCIENCES, INC.
Shares:189.0K
Value:$21.2M
% of Portfolio:0.2% ($21.2M/$10.9B)
Booking Holdings Inc.
Shares:4.5K
Value:$20.9M
% of Portfolio:0.2% ($20.9M/$10.9B)
921943858
Shares:402.3K
Value:$20.5M
% of Portfolio:0.2% ($20.5M/$10.9B)
AMGEN INC
Shares:64.2K
Value:$20.0M
% of Portfolio:0.2% ($20.0M/$10.9B)
78464A847
Shares:386.7K
Value:$19.8M
% of Portfolio:0.2% ($19.8M/$10.9B)
464287879
Shares:198.5K
Value:$19.4M
% of Portfolio:0.2% ($19.4M/$10.9B)
Parker-Hannifin Corp
Shares:31.7K
Value:$19.2M
% of Portfolio:0.2% ($19.2M/$10.9B)
808524102
Shares:890.8K
Value:$19.2M
% of Portfolio:0.2% ($19.2M/$10.9B)
464287887
Shares:147.8K
Value:$18.4M
% of Portfolio:0.2% ($18.4M/$10.9B)
464287598
Shares:97.2K
Value:$18.3M
% of Portfolio:0.2% ($18.3M/$10.9B)
Kinsale Capital Group, Inc.
Shares:35.9K
Value:$17.5M
% of Portfolio:0.2% ($17.5M/$10.9B)
SPDR S&P 500 ETF TRUST
Shares:31.2K
Value:$17.5M
% of Portfolio:0.2% ($17.5M/$10.9B)
808524839
Shares:726.4K
Value:$16.8M
% of Portfolio:0.2% ($16.8M/$10.9B)
STRYKER CORP
Shares:44.8K
Value:$16.7M
% of Portfolio:0.2% ($16.7M/$10.9B)
CME GROUP INC.
Shares:62.7K
Value:$16.6M
% of Portfolio:0.2% ($16.6M/$10.9B)
JACOBS SOLUTIONS INC.
Shares:134.1K
Value:$16.2M
% of Portfolio:0.1% ($16.2M/$10.9B)
464288281
Shares:178.5K
Value:$16.2M
% of Portfolio:0.1% ($16.2M/$10.9B)