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 7 of 53
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
WAB|929740108
Shares:
88627(-1.3%)
Value:
$16.1B(-5.6%)
CATERPILLAR INC
CAT|149123101
Shares:
48521(-2.7%)
Value:
$16.0B(-11.6%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
169611(+64.2%)
Value:
$15.9B(+69.2%)
IRON MOUNTAIN INC
IRM|46284V101
Shares:
183706(+0.5%)
Value:
$15.8B(-17.7%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
51652(-17.4%)
Value:
$15.8B(-13.8%)
AMPHENOL CORP /DE/
APH|032095101
Shares:
239283(-4.9%)
Value:
$15.7B(-10.2%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
44461(-23.5%)
Value:
$15.3B(-6.9%)
BlackRock, Inc.
BLK|09290D101
Shares:
15929(-8.5%)
Value:
$15.1B(-15.6%)
NIKE, Inc.
NKE|654106103
Shares:
237327(+2.7%)
Value:
$15.1B(-13.8%)
922908637
VV|922908637
Shares:
57875(-0.7%)
Value:
$14.9B(-5.4%)
CRA INTERNATIONAL, INC.
CRAI|12618T105
Shares:
84382(+68.2%)
Value:
$14.6B(+55.7%)
C. H. ROBINSON WORLDWIDE, INC.
CHRW|12541W209
Shares:
141248(-23.3%)
Value:
$14.5B(-24.0%)
81369Y209
81369Y209
Shares:
98834(-3.4%)
Value:
$14.4B(+2.5%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
197972(-4.1%)
Value:
$14.2B(-2.0%)
464287689
IWV|464287689
Shares:
44554(-2.1%)
Value:
$14.2B(-7.0%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
28012(+1.7%)
Value:
$13.9B(-2.7%)
46435G219
46435G219
Shares:
305791(+21.1%)
Value:
$13.8B(+22.8%)
F5, INC.
FFIV|315616102
Shares:
51245(-2.6%)
Value:
$13.6B(+3.2%)
46429B697
USMV|46429B697
Shares:
145243(-4.2%)
Value:
$13.6B(+1.1%)
464288257
464288257
Shares:
115135(-22.1%)
Value:
$13.4B(-22.9%)