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
Search and click to pin securities to the top
Page 9 of 53
ServiceNow, Inc.
NOW|81762P102
Shares:
13718(-1.3%)
Value:
$10.9B(-25.9%)
922042858
VWO|922042858
Shares:
241175(-1.5%)
Value:
$10.9B(+1.2%)
DIAGEO PLC
DEO|25243Q205
Shares:
103465(-8.0%)
Value:
$10.8B(-24.1%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
43519(+3.3%)
Value:
$10.8B(+16.8%)
464287663
IUSV|464287663
Shares:
115447(-4.6%)
Value:
$10.7B(-4.9%)
COCA COLA CO
KO|191216100
Shares:
148077(+0.3%)
Value:
$10.6B(+15.4%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
49361(+105.0%)
Value:
$10.5B(+92.1%)
922042775
VEU|922042775
Shares:
167937(+6.6%)
Value:
$10.2B(+12.6%)
UNION PACIFIC CORP
UNP|907818108
Shares:
43070(+1.1%)
Value:
$10.2B(+4.8%)
AT&T INC.
T|00206R102
Shares:
358114(-0.5%)
Value:
$10.1B(+23.6%)
464287671
IUSG|464287671
Shares:
79428(-11.5%)
Value:
$10.1B(-19.3%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
148401(+13.3%)
Value:
$10.1B(+28.8%)
MSCI Inc.
MSCI|55354G100
Shares:
17744(-0.8%)
Value:
$10.0B(-6.5%)
921946406
VYM|921946406
Shares:
77484(-2.7%)
Value:
$10.0B(-1.7%)
922042742
VT|922042742
Shares:
86167(+4.9%)
Value:
$10.0B(+3.5%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
140893(+19.2%)
Value:
$10.0B(+17.9%)
OLD DOMINION FREIGHT LINE, INC.
ODFL|679580100
Shares:
59936(-12.1%)
Value:
$9.9B(-17.6%)
81369Y852
81369Y852
Shares:
101734(-1.9%)
Value:
$9.8B(-2.3%)
46434V860
46434V860
Shares:
193556(+0.1%)
Value:
$9.8B(+0.5%)
Otis Worldwide Corp
OTIS|68902V107
Shares:
93841(-1.0%)
Value:
$9.7B(+10.3%)