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:
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ServiceNow, Inc.
Shares:13.7K
Value:$10.9M
% of Portfolio:0.1% ($10.9M/$10.9B)
922042858
Shares:241.2K
Value:$10.9M
% of Portfolio:0.1% ($10.9M/$10.9B)
DIAGEO PLC
Shares:103.5K
Value:$10.8M
% of Portfolio:0.1% ($10.8M/$10.9B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:43.5K
Value:$10.8M
% of Portfolio:0.1% ($10.8M/$10.9B)
464287663
Shares:115.4K
Value:$10.7M
% of Portfolio:0.1% ($10.7M/$10.9B)
COCA COLA CO
Shares:148.1K
Value:$10.6M
% of Portfolio:0.1% ($10.6M/$10.9B)
HONEYWELL INTERNATIONAL INC
Shares:49.4K
Value:$10.5M
% of Portfolio:0.1% ($10.5M/$10.9B)
922042775
Shares:167.9K
Value:$10.2M
% of Portfolio:0.1% ($10.2M/$10.9B)
UNION PACIFIC CORP
Shares:43.1K
Value:$10.2M
% of Portfolio:0.1% ($10.2M/$10.9B)
AT&T INC.
Shares:358.1K
Value:$10.1M
% of Portfolio:0.1% ($10.1M/$10.9B)
464287671
Shares:79.4K
Value:$10.1M
% of Portfolio:0.1% ($10.1M/$10.9B)
Mondelez International, Inc.
Shares:148.4K
Value:$10.1M
% of Portfolio:0.1% ($10.1M/$10.9B)
MSCI Inc.
Shares:17.7K
Value:$10.0M
% of Portfolio:0.1% ($10.0M/$10.9B)
921946406
Shares:77.5K
Value:$10.0M
% of Portfolio:0.1% ($10.0M/$10.9B)
922042742
Shares:86.2K
Value:$10.0M
% of Portfolio:0.1% ($10.0M/$10.9B)
NEXTERA ENERGY INC
Shares:140.9K
Value:$10.0M
% of Portfolio:0.1% ($10.0M/$10.9B)
OLD DOMINION FREIGHT LINE, INC.
Shares:59.9K
Value:$9.9M
% of Portfolio:0.1% ($9.9M/$10.9B)
81369Y852
Shares:101.7K
Value:$9.8M
% of Portfolio:0.1% ($9.8M/$10.9B)
46434V860
Shares:193.6K
Value:$9.8M
% of Portfolio:0.1% ($9.8M/$10.9B)
Otis Worldwide Corp
Shares:93.8K
Value:$9.7M
% of Portfolio:0.1% ($9.7M/$10.9B)