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 47 of 53
ERICSSON LM TELEPHONE CO
ERIC|294821608
Shares:
34044(+6.3%)
Value:
$264.2M(+2.4%)
92204A504
VHT|92204A504
Shares:
996(-14.8%)
Value:
$263.8M(-11.0%)
WILLIS TOWERS WATSON PLC
WTW|G96629103
Shares:
773(-1.4%)
Value:
$261.1M(+6.4%)
BCE INC
BCE|05534B760
Shares:
11347
Value:
$260.5M
46435U556
46435U556
Shares:
8270(+5.1%)
Value:
$260.1M(-10.8%)
WIPRO LTD
WIT|97651M109
Shares:
84839(-2.6%)
Value:
$259.6M(-15.8%)
Brookfield Asset Management Ltd.
BAM.TO|113004105
Shares:
5356(+0.1%)
Value:
$259.5M(-10.5%)
REGAL REXNORD CORP
RRX|758750103
Shares:
2276(-6.1%)
Value:
$259.1M(-31.1%)
33738D101
33738D101
Shares:
6901(-15.9%)
Value:
$258.7M(-11.5%)
97717W851
97717W851
Shares:
2342(-6.0%)
Value:
$258.1M(-6.1%)
CENOVUS ENERGY INC.
CVE|15135U109
Shares:
18339(-5.8%)
Value:
$255.1M(-13.5%)
337345102
337345102
Shares:
1461(+1.7%)
Value:
$253.5M(-6.2%)
33740F714
33740F714
Shares:
6032(+0.0%)
Value:
$253.2M(-3.0%)
BANK OF MONTREAL /CAN/
BMO|063671101
Shares:
2648(-2.5%)
Value:
$252.9M(-4.0%)
FIRST INDUSTRIAL REALTY TRUST INC
FR|32054K103
Shares:
4668
Value:
$251.9M
Toll Brothers, Inc.
TOL|889478103
Shares:
2376(-4.7%)
Value:
$250.9M(-20.1%)
TORONTO DOMINION BANK
TD|891160509
Shares:
4179(-6.9%)
Value:
$250.5M(+4.8%)
AMDOCS LTD
DOX|G02602103
Shares:
2720(+10.6%)
Value:
$248.9M(+18.9%)
GoDaddy Inc.
GDDY|380237107
Shares:
1377(+11.1%)
Value:
$248.1M(+1.4%)
Cadence Bank
CADE|12740C103
Shares:
8166(-26.0%)
Value:
$247.9M(-34.8%)