Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

First United Bank & Trust

Latest statistics and disclosures from First United Bank & Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, VTV, VOO, AAPL, VUG, and represent 21.55% of First United Bank & Trust's stock portfolio.
Added to shares of these 10 stocks: VB, RSP, VO, VOO, VBK, IEMG, PWR, NOW, TSLA, PANW.
Started 4 new stock positions in XSD, LH, XBI, PWR.
Reduced shares in these 10 stocks: DE, ROK, AAPL, NUE, PNC, QQQ, MSFT, EW, HWM, ONEQ.
Sold out of its positions in AA, ATI, ATO, BKR, BAX, CPB, CMC, FMC, FDX, FUNC.
First United Bank & Trust was a net seller of stock by $-7.2M.
First United Bank & Trust has $278M in assets under management (AUM), dropping by 3.59%.
Central Index Key (CIK): 0001214183

Tip: Access up to 7 years of quarterly data

Positions held by First United Bank & Trust consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for First United Bank & Trust

First United Bank & Trust holds 380 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco QQQ Unit Series 1 Unit Ser 1 (QQQ)	6.6	$19M	-2%	38k	488.07	View chart
Vanguard Value ETF Value Etf (VTV)	4.9	$14M		79k	174.57	View chart
Vanguard Index FDS S&P 500 ETF S&p 500 Etf Shs (VOO)	3.4	$9.4M	+4%	18k	527.67	View chart
Apple (AAPL)	3.3	$9.3M	-5%	40k	233.00	View chart
Vanguard Growth ETF Growth Etf (VUG)	3.3	$9.1M		24k	383.93	View chart
Microsoft Corporation (MSFT)	2.7	$7.5M	-6%	17k	430.30	View chart
iShares Select Dividend ETF Select Divid Etf (DVY)	2.6	$7.2M	+3%	54k	135.07	View chart
Erie Indty Co CL A Cl A (ERIE)	1.9	$5.4M		10k	539.82	View chart
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)	1.9	$5.3M	+15%	30k	179.16	View chart
Flexshares Stoxx US ESG Impact Index Stox Us Esg Slct (ESG)	1.9	$5.2M	-5%	38k	135.85	View chart
Invesco S&P 500 Garp ETF S&p 500 Garp Etf (SPGP)	1.7	$4.8M	+3%	46k	104.67	View chart
Arista Networks (ANET)	1.7	$4.7M	-2%	12k	383.82	View chart
Vanguard Index FDS McAp GR Idxvip Mcap Gr Idxvip (VOT)	1.6	$4.5M	+2%	19k	243.47	View chart
Vanguard Index FDS McAp Vl Idxvip Mcap Vl Idxvip (VOE)	1.5	$4.3M		26k	167.67	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	1.5	$4.3M	+12%	16k	263.83	View chart
NVIDIA Corporation (NVDA)	1.5	$4.1M	-5%	34k	121.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$4.0M	-3%	24k	165.85	View chart
Lowe's Companies (LOW)	1.4	$4.0M	-2%	15k	270.85	View chart
SPDR S&P 500 Index Tr Unit (SPY)	1.4	$3.9M	-3%	6.9k	573.76	View chart
JPMorgan Chase & Co. (JPM)	1.4	$3.9M	-5%	18k	210.86	View chart
iShares Tr Core MSCI Eafe ETF Core Msci Eafe (IEFA)	1.4	$3.8M		49k	78.05	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	1.4	$3.8M		6.6k	576.82	View chart
Vanguard Index FDS Small CP ETF Small Cp Etf (VB)	1.3	$3.7M	+24%	16k	237.21	View chart
Danaher Corporation (DHR)	1.3	$3.5M	-6%	13k	278.02	View chart
McDonald's Corporation (MCD)	1.1	$3.2M	-4%	10k	304.51	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	1.1	$3.0M	-2%	8.0k	375.38	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	1.0	$2.7M		31k	88.14	View chart
iShares in Core MSCI Emerging Mkts Core Msci Emkt (IEMG)	1.0	$2.7M	+18%	47k	57.41	View chart
iShares Dow Jones US Technology U.s. Tech Etf (IYW)	1.0	$2.7M		18k	151.62	View chart
Fideltiy Total Bond ETF Total Bd Etf (FBND)	0.9	$2.6M	-3%	56k	46.74	View chart
Flexshares Tr Hig Yld Vl ETF Hig Yld Vl Etf (HYGV)	0.9	$2.6M	+8%	63k	41.66	View chart
Procter & Gamble Company (PG)	0.9	$2.6M	-6%	15k	173.20	View chart
Honeywell International (HON)	0.9	$2.5M	-2%	12k	206.71	View chart
Johnson & Johnson (JNJ)	0.9	$2.4M	-4%	15k	162.06	View chart
CSX Corporation (CSX)	0.9	$2.4M		70k	34.53	View chart
Vanguard Small-Cap Value ETF Sm Cp Val Etf (VBR)	0.9	$2.4M		12k	200.78	View chart
Microchip Technology (MCHP)	0.8	$2.3M	-5%	29k	80.29	View chart
Costco Wholesale Corporation (COST)	0.8	$2.3M	-4%	2.6k	886.52	View chart
PNC Financial Services (PNC)	0.8	$2.3M	-18%	12k	184.85	View chart
Amazon (AMZN)	0.8	$2.2M	-6%	12k	186.33	View chart
Mastercard Cl A (MA)	0.8	$2.1M	-11%	4.4k	493.80	View chart
Pepsi (PEP)	0.8	$2.1M	-7%	12k	170.05	View chart
Amgen (AMGN)	0.7	$2.0M	+2%	6.3k	322.21	View chart
Chevron Corporation (CVX)	0.7	$2.0M	-8%	14k	147.27	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$1.9M	-4%	13k	153.13	View chart
Abbott Laboratories (ABT)	0.7	$1.8M	-3%	16k	114.01	View chart
Southern Company (SO)	0.7	$1.8M		20k	90.18	View chart
Intuituve Surgical Com New (ISRG)	0.6	$1.8M	+2%	3.6k	491.27	View chart
Advanced Micro Devices (AMD)	0.6	$1.6M	+2%	9.9k	164.08	View chart
M&T Bank Corporation (MTB)	0.6	$1.6M	-2%	8.8k	178.12	View chart
PGIM Ultra-Short Bond ETF Pgim Ultra Sh Bd (PULS)	0.6	$1.5M	+7%	31k	49.78	View chart
Fortinet (FTNT)	0.5	$1.5M	-5%	20k	77.55	View chart
Vanguard Bond Index Fund Inctotal Bd Market Total Bnd Mrkt (BND)	0.5	$1.5M	+3%	20k	75.11	View chart
Illinois Tool Works (ITW)	0.5	$1.4M	-6%	5.4k	262.07	View chart
iShares Floating Rate Bond Fltg Rate Nt Etf (FLOT)	0.5	$1.4M	-6%	28k	51.04	View chart
Cisco Systems (CSCO)	0.5	$1.4M	-9%	26k	53.22	View chart
Berkshire Hathaway B Cl B New (BRK.B)	0.5	$1.3M	-5%	2.9k	460.26	View chart
Roper Industries (ROP)	0.5	$1.3M	-4%	2.4k	556.43	View chart
Verizon Communications (VZ)	0.5	$1.3M	-5%	29k	44.91	View chart
Select Sector SPDR Tr Technology Technology (XLK)	0.5	$1.3M	-6%	5.7k	225.76	View chart
salesforce (CRM)	0.4	$1.2M	-2%	4.5k	273.71	View chart
Vaneck Vec High Yld Mun ETF High Yld Munietf (HYD)	0.4	$1.2M	-6%	22k	53.07	View chart
Fidelity Nasdaq Cmps IDX ET Nasdaq Compsit (ONEQ)	0.4	$1.2M	-21%	17k	71.60	View chart
Valero Energy Corporation (VLO)	0.4	$1.1M	-9%	8.2k	135.03	View chart
Home Depot (HD)	0.4	$1.1M	-5%	2.7k	405.20	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.1M	-5%	9.2k	117.22	View chart
Vanguard Index FDS Sml CP Grw ETF Sml Cp Grw Etf (VBK)	0.4	$1.1M	+63%	4.0k	267.37	View chart
Becton, Dickinson and (BDX)	0.4	$980k	-4%	4.1k	241.10	View chart
Ecolab (ECL)	0.3	$951k	-2%	3.7k	255.33	View chart
Comcast Corp New CL A Cl A (CMCSA)	0.3	$932k	-11%	22k	41.77	View chart
Genuine Parts Company (GPC)	0.3	$908k	-2%	6.5k	139.68	View chart
Zoetis Inc CL A Cl A (ZTS)	0.3	$888k	-3%	4.5k	195.38	View chart
Nextera Energy (NEE)	0.3	$875k		10k	84.53	View chart
Eli Lilly & Co. (LLY)	0.3	$873k	-3%	985.00	885.94	View chart
IShares Bitcoin Trust SHS (IBIT)	0.3	$849k	+19%	24k	36.13	View chart
iShares ESG S&P Mid-Cap ETF Esg Scrd S&p Mid (XJH)	0.3	$808k	+21%	19k	42.29	View chart
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)	0.3	$795k		4.2k	189.80	View chart
iShares Russell Midcap Growth ETF Rus Md Cp Gr Etf (IWP)	0.3	$769k		6.6k	117.29	View chart
Cme (CME)	0.3	$750k	+10%	3.4k	220.67	View chart
Digital Realty Trust (DLR)	0.3	$743k	+7%	4.6k	161.83	View chart
United Parcel Services B CL B (UPS)	0.3	$743k	-10%	5.5k	136.34	View chart
International Business Machines (IBM)	0.3	$724k	-13%	3.3k	221.08	View chart
Walt Disney Company (DIS)	0.2	$692k	-9%	7.2k	96.19	View chart
Wal-Mart Stores (WMT)	0.2	$691k	+8%	8.6k	80.75	View chart
Facebook Cl A (META)	0.2	$668k	-16%	1.2k	572.44	View chart
Communication Services Select SPDR Communication (XLC)	0.2	$638k	-10%	7.1k	90.40	View chart
Vanguard ESG Intl ETF Esg Intl Stk Etf (VSGX)	0.2	$631k		10k	61.51	View chart
Abbvie (ABBV)	0.2	$619k		3.1k	197.48	View chart
EOG Resources (EOG)	0.2	$610k	-9%	5.0k	122.92	View chart
Merck & Co (MRK)	0.2	$586k		5.2k	113.56	View chart
Consumer Discretionary Sector SPDR Sbi Cons Discr (XLY)	0.2	$574k	-8%	2.9k	200.37	View chart
Prudential Financial (PRU)	0.2	$544k		4.5k	121.10	View chart
Dow (DOW)	0.2	$540k	-18%	9.9k	54.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$536k	-19%	3.2k	167.19	View chart
iShares Russell Midcap Value ETF Rus Mdcp Val Etf (IWS)	0.2	$521k		3.9k	132.25	View chart
iShares 1-3 Yr Cr Bd ETF Ishs 1-5yr Invs (IGSB)	0.2	$503k	-2%	9.6k	52.65	View chart
Republic Services (RSG)	0.2	$499k	-6%	2.5k	200.84	View chart
Dupont De Nemours (DD)	0.2	$487k	+6%	5.5k	89.11	View chart
Tesla Motors (TSLA)	0.2	$465k	+222%	1.8k	261.63	View chart
Bristol Myers Squibb (BMY)	0.2	$463k	-8%	8.9k	51.74	View chart
Nucor Corporation (NUE)	0.2	$460k	-55%	3.1k	150.34	View chart
Coca-Cola Company (KO)	0.2	$446k		6.2k	71.86	View chart
Vanguard Europe Pacific ETF Van Ftse Dev Mkt (VEA)	0.2	$440k		8.3k	52.81	View chart
Vanguard Scottsdale FDS Int-Term Corp Int-term Corp (VCIT)	0.2	$433k	+9%	5.2k	83.75	View chart
PPG Industries (PPG)	0.2	$433k	-37%	3.3k	132.46	View chart
American Tower Reit (AMT)	0.2	$431k	-6%	1.9k	232.55	View chart
Invesco Natl AMT-Free Mun Bd ETF Natl Amt Muni (PZA)	0.2	$429k	-7%	18k	24.15	View chart
UnitedHealth (UNH)	0.2	$427k	-15%	730.00	584.68	View chart
Servicenow (NOW)	0.2	$420k	+370%	470.00	894.40	View chart
iShares Dow Jones US Healthcare Us Hlthcare Etf (IYH)	0.1	$415k		6.4k	65.00	View chart
Dominion Resources (D)	0.1	$415k	-12%	7.2k	57.79	View chart
Caterpillar (CAT)	0.1	$385k	-2%	983.00	391.12	View chart
Neogenomics Com New (NEO)	0.1	$384k		26k	14.75	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	0.1	$382k	+3%	3.5k	110.50	View chart
Select SEC Real Estate Rl Est Sel Sec (XLRE)	0.1	$371k	-10%	8.3k	44.67	View chart
Shopify Cl A (SHOP)	0.1	$360k	+22%	4.5k	80.14	View chart
Quanta Services (PWR)	0.1	$353k	NEW	1.2k	298.17	View chart
Palo Alto Networks (PANW)	0.1	$347k	+761%	1.0k	341.80	View chart
Financial Sector SPDR Financial (XLF)	0.1	$340k	+2%	7.5k	45.32	View chart
Waste Management (WM)	0.1	$338k		1.6k	207.60	View chart
Vontier Corporation (VNT)	0.1	$337k	-9%	10k	33.74	View chart
DBX ETF Tr Xtrack MSCI Eurp Xtrack Msci Eurp (DBEU)	0.1	$337k		8.0k	42.34	View chart
Nuveen ESG Small-Cap ETF Nuveen Esg Smlcp (NUSC)	0.1	$337k	+14%	7.9k	42.84	View chart
Industrial Sector SPDR Indl (XLI)	0.1	$326k		2.4k	135.44	View chart
Utilities Sector SPDR Sbi Int-utils (XLU)	0.1	$319k		4.0k	80.78	View chart
Pfizer (PFE)	0.1	$318k		11k	28.94	View chart
Deere & Company (DE)	0.1	$305k	-70%	730.00	417.33	View chart
Automatic Data Processing (ADP)	0.1	$304k	-3%	1.1k	276.73	View chart
Consumer Staples Sector SPDR Sbi Cons Stpls (XLP)	0.1	$304k	-6%	3.7k	83.00	View chart
Darden Restaurants (DRI)	0.1	$300k		1.8k	164.13	View chart
SPDR Dow Jones Industrial Average Ut Ser 1 (DIA)	0.1	$297k	+23%	701.00	423.10	View chart
iShares Tr 3 7 Yr Treas Bd 3 7 Yr Treas Bd (IEI)	0.1	$296k	+15%	2.5k	119.60	View chart
Oracle Corporation (ORCL)	0.1	$295k	-22%	1.7k	170.40	View chart
iShares Transportation Avg ETF Us Trsprtion (IYT)	0.1	$289k	-2%	4.2k	68.91	View chart
Invesco Sr Loan ETF Sr Ln Etf (BKLN)	0.1	$285k	-9%	14k	21.02	View chart
Lockheed Martin Corporation (LMT)	0.1	$278k	-4%	475.00	584.56	View chart
KLA-Tencor Corp Com New (KLAC)	0.1	$270k		348.00	774.41	View chart
Invesco Preferred ETF Pfd Etf (PGX)	0.1	$263k	-15%	21k	12.35	View chart
Altria (MO)	0.1	$257k		5.0k	51.04	View chart
Philip Morris International (PM)	0.1	$257k	-9%	2.1k	121.40	View chart
Union Pacific Corporation (UNP)	0.1	$240k	-9%	975.00	246.48	View chart
Eaton Corporation SHS (ETN)	0.1	$238k	-12%	718.00	331.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$221k	-42%	1.8k	121.16	View chart
D.R. Horton (DHI)	0.1	$219k	-12%	1.1k	190.77	View chart
At&t (T)	0.1	$216k	-6%	9.8k	22.00	View chart
Bank of America Corporation (BAC)	0.1	$213k		5.4k	39.68	View chart
Invesco Water RES ETF Trust Water Res Etf (PHO)	0.1	$206k	-6%	2.9k	70.54	View chart
Qualcomm (QCOM)	0.1	$199k		1.2k	170.05	View chart
Broadcom (AVGO)	0.1	$198k	+588%	1.2k	172.50	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$197k		13k	14.70	View chart
Duke Energy Corp Com New (DUK)	0.1	$190k		1.6k	115.30	View chart
Paypal Holdings (PYPL)	0.1	$187k	+6%	2.4k	78.03	View chart
LP Energy Transfer Eq Com Ut Ltd Ptn (ET)	0.1	$181k		11k	16.05	View chart
Omega Healthcare Investors (OHI)	0.1	$176k		4.3k	40.70	View chart
Select Sector SPDR Tr SBI Healthcare Sbi Healthcare (XLV)	0.1	$174k	-4%	1.1k	154.02	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.1	$170k	-3%	598.00	284.00	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.1	$163k	-3%	1.6k	101.33	View chart
iShares Tr Core S&P McP ETF Core S&p Mcp Etf (IJH)	0.1	$161k	-11%	2.6k	62.32	View chart
Constellation Energy (CEG)	0.1	$158k		608.00	260.02	View chart
Yum! Brands (YUM)	0.1	$148k		1.1k	139.71	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.1	$144k		3.1k	45.86	View chart
Marriott Int CL A Cl A (MAR)	0.1	$141k	-8%	567.00	248.60	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.0	$137k		620.00	220.89	View chart
iShares Tr U.S. Med Dvc ETF U.s. Med Dvc Etf (IHI)	0.0	$126k	-15%	2.1k	59.22	View chart
Wells Fargo & Company (WFC)	0.0	$125k	-10%	2.2k	56.49	View chart
Mondelez International Cl A (MDLZ)	0.0	$124k		1.7k	73.67	View chart
TJX Companies (TJX)	0.0	$123k		1.1k	117.54	View chart
MetLife (MET)	0.0	$123k	-17%	1.5k	82.48	View chart
Materials Sector SPDR Sbi Materials (XLB)	0.0	$123k	-15%	1.3k	96.40	View chart
Veralto Corp Com Shs (VLTO)	0.0	$122k	-22%	1.1k	111.86	View chart
Truist Financial Corp equities (TFC)	0.0	$121k		2.8k	42.77	View chart
Norfolk Southern (NSC)	0.0	$121k		485.00	248.50	View chart
Trane Technologies SHS (TT)	0.0	$116k		299.00	388.73	View chart
McKesson Corporation (MCK)	0.0	$111k		225.00	494.42	View chart
iShares Dow Jones US Real Estate U.s. Real Es Etf (IYR)	0.0	$111k		1.1k	101.87	View chart
Texas Instruments Incorporated (TXN)	0.0	$110k		530.00	206.57	View chart
Marathon Petroleum Corp (MPC)	0.0	$109k		668.00	162.91	View chart
iShares Russell 2000 Value ETF Rus 2000 Val Etf (IWN)	0.0	$109k	-8%	651.00	166.82	View chart
Welltower Inc Com reit (WELL)	0.0	$102k		800.00	128.03	View chart
Allstate Corporation (ALL)	0.0	$102k		540.00	189.65	View chart
Exelon Corporation (EXC)	0.0	$99k		2.5k	40.55	View chart
Target Corporation (TGT)	0.0	$98k		626.00	155.86	View chart
iShares Gold ETF iShares Ishares New (IAU)	0.0	$95k		1.9k	49.70	View chart
First Tr Global Tactical CM FST TR GLB FD (FTGC)	0.0	$94k	-52%	4.0k	23.69	View chart
iShares S&P Smallcap 600/Barra Growth Index S&P SML 600 GWT (IJT)	0.0	$94k	-59%	670.00	139.49	View chart
CVS Caremark Corporation (CVS)	0.0	$92k		1.5k	62.88	View chart
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)	0.0	$92k		1.3k	71.41	View chart
Gamestop Corp New CL A Cl A (GME)	0.0	$92k		4.0k	22.93	View chart
BlackRock (BLK)	0.0	$87k		92.00	949.51	View chart
Travelers Companies (TRV)	0.0	$85k		364.00	234.12	View chart
Occidental Petroleum Corporation (OXY)	0.0	$85k		1.7k	51.54	View chart
Colgate-Palmolive Company (CL)	0.0	$84k	-16%	805.00	103.81	View chart
General Electric Co USD 0.06 Com New (GE)	0.0	$82k	-33%	437.00	188.58	View chart
Booking Holdings (BKNG)	0.0	$80k	-36%	19.00	4212.11	View chart
American Electric Power Company (AEP)	0.0	$79k	+17%	766.00	102.60	View chart
Thermo Fisher Scientific (TMO)	0.0	$74k		119.00	618.57	View chart
Intel Corporation (INTC)	0.0	$71k	-7%	3.0k	23.46	View chart
Burke & Herbert Financial Serv (BHRB)	0.0	$70k		1.2k	60.99	View chart
Ross Stores (ROST)	0.0	$70k		465.00	150.51	View chart
Energy Sector SPDR Energy (XLE)	0.0	$70k	-17%	795.00	87.80	View chart
Air Products & Chemicals (APD)	0.0	$68k	-6%	229.00	297.74	View chart
Visa Com Cl A (V)	0.0	$67k		244.00	274.95	View chart
Kkr & Co (KKR)	0.0	$65k		500.00	130.58	View chart
Global X FDS US Infr Dev ETF Us Infr Dev Etf (PAVE)	0.0	$64k		1.6k	41.16	View chart
Carrier Global Corporation (CARR)	0.0	$64k	-51%	800.00	80.49	View chart
Adobe Systems Incorporated (ADBE)	0.0	$64k		124.00	517.78	View chart
Lam Research Corporation (LRCX)	0.0	$64k		78.00	816.08	View chart
Kimberly-Clark Corporation (KMB)	0.0	$64k	-3%	447.00	142.28	View chart
ConocoPhillips (COP)	0.0	$64k		603.00	105.28	View chart
EQT Corporation (EQT)	0.0	$63k	-3%	1.7k	36.64	View chart
General Mills (GIS)	0.0	$61k	-10%	825.00	73.85	View chart
iShares Govt/Credit Bond Gov/cred Bd Etf (GBF)	0.0	$61k	-2%	567.00	106.84	View chart
Frequency Electronics (FEIM)	0.0	$60k		5.0k	12.08	View chart
Morgan Stanley Dean Witter Com New (MS)	0.0	$59k	-3%	568.00	104.24	View chart
iShares MSCI Eafe ETF Msci Eafe Etf (EFA)	0.0	$59k		704.00	83.63	View chart
Motorola Solutions Com New (MSI)	0.0	$59k		130.00	449.63	View chart
FirstEnergy (FE)	0.0	$57k		1.3k	44.35	View chart
Palantir Technologies Inc CL A Cl A (PLTR)	0.0	$57k		1.5k	37.20	View chart
Applied Materials (AMAT)	0.0	$56k		279.00	202.05	View chart
Cardinal Health (CAH)	0.0	$55k	-46%	500.00	110.52	View chart
Emerson Electric (EMR)	0.0	$55k		498.00	109.37	View chart
Unilever PLC Amer Spon Adr New (UL)	0.0	$54k		825.00	64.96	View chart
SPDR Gold Trust ETF Gold Shs (GLD)	0.0	$53k		218.00	243.06	View chart
AON PLC Shs CL A Shs Cl A (AON)	0.0	$52k		150.00	345.99	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$52k		1.0k	50.79	View chart
Msci (MSCI)	0.0	$50k		85.00	582.93	View chart
American Movil Spon Ads Rp Cl B (AMX)	0.0	$47k		2.9k	16.36	View chart
Chubb (CB)	0.0	$47k	-10%	163.00	288.39	View chart
Intuit (INTU)	0.0	$46k		74.00	621.00	View chart
Marsh & McLennan Companies (MMC)	0.0	$46k		205.00	223.09	View chart
Hartford Financial Services (HIG)	0.0	$45k		382.00	117.61	View chart
AFLAC Incorporated (AFL)	0.0	$45k		400.00	111.80	View chart
SPDR Nuveen Barclays Sht Trm Nuveen Blmbrg Sh (SHM)	0.0	$45k		925.00	48.14	View chart
DFA US Small Cap ETF Us Small Cap Etf (DFAS)	0.0	$44k		675.00	64.86	View chart
National Retail Properties (NNN)	0.0	$44k		900.00	48.49	View chart
iShares Tr JP Mor Em Mk ETF Jpmorgan Usd Emg (EMB)	0.0	$44k	-3%	466.00	93.60	View chart
3M Company (MMM)	0.0	$42k		305.00	136.70	View chart
Analog Devices (ADI)	0.0	$41k	-61%	178.00	230.17	View chart
IDEXX Laboratories (IDXX)	0.0	$41k		81.00	505.22	View chart
Molson Coors Beverage CO Compa CLASS B CORP COMMON CL B (TAP)	0.0	$40k		700.00	57.52	View chart
Alerian Mlp Alps Etf Alerian Mlp (AMLP)	0.0	$39k		834.00	47.13	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$39k		100.00	389.12	View chart
Parker-Hannifin Corporation (PH)	0.0	$37k		59.00	631.81	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$35k		400.00	88.59	View chart
Polaris Industries (PII)	0.0	$35k		425.00	83.24	View chart
Nexstar Media Grop Common Stock (NXST)	0.0	$35k		210.00	165.35	View chart
Key (KEY)	0.0	$34k		2.0k	16.75	View chart
Otis Worldwide Corp (OTIS)	0.0	$34k	-57%	325.00	103.94	View chart
Leggett & Platt (LEG)	0.0	$33k		2.4k	13.62	View chart
Mid-America Apartment (MAA)	0.0	$32k		200.00	158.90	View chart
Vanguard High Dividend Yield ETF High Div Yld (VYM)	0.0	$31k		244.00	128.20	View chart
AutoNation (AN)	0.0	$30k		170.00	178.92	View chart
Square Cl A (SQ)	0.0	$30k		450.00	67.13	View chart
ConAgra Foods (CAG)	0.0	$29k		900.00	32.52	View chart
Halliburton Company (HAL)	0.0	$29k		1.0k	29.05	View chart
Annaly Cap Mgmt Com New (NLY)	0.0	$29k	-16%	1.4k	20.07	View chart
SYSCO Corporation (SYY)	0.0	$27k		350.00	78.06	View chart
Xylem (XYL)	0.0	$27k		200.00	135.03	View chart
Clean Harbors (CLH)	0.0	$27k		110.00	241.71	View chart
Phillips 66 (PSX)	0.0	$26k		200.00	131.45	View chart
US Bancorp Com New (USB)	0.0	$26k		570.00	45.73	View chart
Wp Carey (WPC)	0.0	$26k		415.00	62.30	View chart
Rockwell Automation (ROK)	0.0	$26k	-96%	96.00	268.46	View chart
Goldman Sachs (GS)	0.0	$25k	-19%	50.00	495.12	View chart
Ge Vernova (GEV)	0.0	$25k	-40%	96.00	254.98	View chart
SPDR Ser Tr S&P Divid ETF S&p Divid Etf (SDY)	0.0	$24k	-2%	170.00	142.04	View chart
Cummins (CMI)	0.0	$24k		73.00	323.79	View chart
Nike Inc CL B CL B (NKE)	0.0	$24k		267.00	88.40	View chart
Four Corners Ppty Tr (FCPT)	0.0	$23k		800.00	29.31	View chart
Avery Dennison Corporation (AVY)	0.0	$23k		106.00	220.76	View chart
Novartis Sponsored Adr (NVS)	0.0	$23k	-13%	200.00	115.02	View chart
FactSet Research Systems (FDS)	0.0	$23k		50.00	459.86	View chart
iShares Silver Trust Ishares (SLV)	0.0	$23k	-12%	805.00	28.41	View chart
Ford Motor Company (F)	0.0	$22k		2.1k	10.56	View chart
Wendy's/arby's Group (WEN)	0.0	$22k		1.2k	17.52	View chart
Harley-Davidson (HOG)	0.0	$22k		560.00	38.53	View chart
iShares S&P Small Cap 600 Value ETF Sp Smcp600vl Etf (IJS)	0.0	$22k		200.00	107.66	View chart
Discover Financial Services (DFS)	0.0	$21k		150.00	140.29	View chart
RGC Resources (RGCO)	0.0	$21k		931.00	22.57	View chart
Murphy Usa (MUSA)	0.0	$21k		42.00	492.88	View chart
T. Rowe Price (TROW)	0.0	$20k	-29%	187.00	108.93	View chart
Tractor Supply Company (TSCO)	0.0	$20k		70.00	290.93	View chart
Brink's Company (BCO)	0.0	$20k		175.00	115.64	View chart
Take-Two Interactive Software (TTWO)	0.0	$20k	-10%	130.00	153.71	View chart
Choice Hotels International (CHH)	0.0	$20k		150.00	130.30	View chart
Simon Property (SPG)	0.0	$19k		113.00	169.02	View chart
BP Amoco P L C Sponsored Adr (BP)	0.0	$19k		600.00	31.39	View chart
Shell PLC Spon ADS Spon Ads (SHEL)	0.0	$18k		265.00	65.95	View chart
CF Industries Holdings (CF)	0.0	$17k		200.00	85.80	View chart
Vanguard Specialized Portfoldiv App ETF Div App Etf (VIG)	0.0	$16k	-2%	80.00	198.06	View chart
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR)	0.0	$16k		135.00	116.96	View chart
Vanguard Utilities Index Fund ETF Utilities Etf (VPU)	0.0	$16k		90.00	174.06	View chart
GE Healthcare Technologies Common Stock (GEHC)	0.0	$15k	-9%	160.00	93.85	View chart
Mainstreet Bancshares (MNSB)	0.0	$15k		790.00	18.45	View chart
Marathon Oil Corporation (MRO)	0.0	$14k	+5%	537.00	26.63	View chart
Broadridge Financial Solutions (BR)	0.0	$14k		64.00	215.03	View chart
Church & Dwight (CHD)	0.0	$14k		130.00	104.72	View chart
iShares US Telecomunications ETF Us Telecom Etf (IYZ)	0.0	$14k		535.00	25.26	View chart
Vanguard Intl Equity Index Fftse Europe ETF Ftse Europe Etf (VGK)	0.0	$14k	-29%	190.00	71.10	View chart
Snowflake Inc Ordinary Shares - Class A Cl A (SNOW)	0.0	$13k		115.00	114.86	View chart
Global X Lith & Btry Tec ET Lithium Btry Etf (LIT)	0.0	$13k		290.00	43.59	View chart
Novo Nordisk A/S Adr (NVO)	0.0	$13k		105.00	119.07	View chart
Barclays 1-3 Year Treasury Bond 1 3 Yr Treas Bd (SHY)	0.0	$12k	-56%	145.00	83.16	View chart
Edwards Lifesciences (EW)	0.0	$12k	-97%	176.00	65.99	View chart
Anthem (ELV)	0.0	$11k	-82%	22.00	520.00	View chart
SPDR Ser Tr S&P Semicndctr S&p Semicndctr (XSD)	0.0	$11k	NEW	47.00	240.26	View chart
Darling International (DAR)	0.0	$11k		300.00	37.16	View chart
SPDR Series Trust S&P Biotech S&p Biotech (XBI)	0.0	$11k	NEW	112.00	98.80	View chart
Micron Technology (MU)	0.0	$10k		100.00	103.71	View chart
Hca Holdings (HCA)	0.0	$10k		25.00	406.44	View chart
Manulife Finl Corp (MFC)	0.0	$9.7k		327.00	29.55	View chart
IDEX Corporation (IEX)	0.0	$9.7k		45.00	214.51	View chart
iShares Tr S&P 500 Grwt ETF S&p 500 Grwt Etf (IVW)	0.0	$9.6k	-28%	100.00	95.75	View chart
Sandy Spring Ban (SASR)	0.0	$9.4k		300.00	31.37	View chart
Iovance Biotherapeutics (IOVA)	0.0	$9.4k		1.0k	9.39	View chart
United Bankshares (UBSI)	0.0	$9.3k		252.00	37.10	View chart
Eastman Chemical Company (EMN)	0.0	$9.0k		80.00	111.95	View chart
Williams-Sonoma (WSM)	0.0	$8.7k	+100%	56.00	154.93	View chart
Timken Company (TKR)	0.0	$8.4k		100.00	84.29	View chart
DNP Select Income Fund (DNP)	0.0	$8.2k		821.00	10.04	View chart
iShares Global Clean Energy Gl Clean Ene Etf (ICLN)	0.0	$8.2k	-9%	560.00	14.69	View chart
Clorox Company (CLX)	0.0	$8.1k		50.00	162.92	View chart
Cognex Corporation (CGNX)	0.0	$8.1k		200.00	40.50	View chart
Humana (HUM)	0.0	$7.9k		25.00	316.76	View chart
Fortive (FTV)	0.0	$7.9k	-33%	100.00	78.93	View chart
Coca-Cola European Partners SHS (CCEP)	0.0	$7.9k		100.00	78.75	View chart
CoStar (CSGP)	0.0	$7.5k		100.00	75.44	View chart
Centene Corporation (CNC)	0.0	$7.5k		100.00	75.28	View chart
AGCO Corporation (AGCO)	0.0	$7.3k		75.00	97.87	View chart
Live Nation Entertainment (LYV)	0.0	$6.9k		63.00	109.49	View chart
American Express Company (AXP)	0.0	$6.8k		25.00	271.20	View chart
Labcorp Holdings Inc. Ordinary Shares Com Shs (LH)	0.0	$6.7k	NEW	30.00	223.47	View chart
Autodesk (ADSK)	0.0	$6.6k		24.00	275.50	View chart
Archer Daniels Midland Company (ADM)	0.0	$6.3k		106.00	59.74	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$6.2k		500.00	12.38	View chart
Sherwin-Williams Company (SHW)	0.0	$6.1k	-82%	16.00	381.69	View chart
Boeing Company (BA)	0.0	$6.1k	-71%	40.00	152.05	View chart
Vale S A Sponsored Ads (VALE)	0.0	$5.8k		500.00	11.68	View chart
Chipotle Mexican Grill (CMG)	0.0	$5.8k		100.00	57.62	View chart
Invesco Taxable Municipal Bond ETF Taxable Mun Bd (BAB)	0.0	$5.5k	-27%	200.00	27.57	View chart
Warner Bros Discovery Inc Com Ser A Com Ser A (WBD)	0.0	$5.5k	-3%	665.00	8.25	View chart
Knight Swift Transportation Holdings Cl A (KNX)	0.0	$5.0k		93.00	53.95	View chart
Chesapeake Energy Corp (CHK)	0.0	$4.9k		60.00	82.25	View chart
iShares Tr S&P 500 Val ETF S&p 500 Val Etf (IVE)	0.0	$4.9k	-44%	25.00	197.16	View chart
Kraft Heinz (KHC)	0.0	$4.8k	-49%	136.00	35.11	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$4.7k		38.00	124.16	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$4.7k		100.00	46.98	View chart
Citigroup Com New (C)	0.0	$4.6k		74.00	62.59	View chart
General Motors Company (GM)	0.0	$4.5k		100.00	44.84	View chart
Liberty All Star Eqty Shs Ben Int Sh Ben Int (USA)	0.0	$4.5k		627.00	7.10	View chart
Charles Schwab Corporation (SCHW)	0.0	$4.2k		65.00	64.82	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$4.1k		180.00	22.98	View chart
First Tr Exch Traded FD III Pfd Secs Inc ETF Pfd Secs Inc Etf (FPE)	0.0	$4.0k		220.00	18.10	View chart
Biogen Idec (BIIB)	0.0	$3.9k		20.00	193.85	View chart
New Linde SHS (LIN)	0.0	$3.8k		8.00	476.88	View chart
Ingevity (NGVT)	0.0	$3.1k		80.00	39.00	View chart
Enterprise Products Partners (EPD)	0.0	$2.9k		100.00	29.11	View chart
Cigna Corp (CI)	0.0	$2.8k		8.00	346.50	View chart
Genworth Finl Inc CL A Com Shs (GNW)	0.0	$2.5k		365.00	6.85	View chart
Vanguard Scttsdl Lng-CP Bd Lg-term Cor Bd (VCLT)	0.0	$2.4k		30.00	81.23	View chart
iShares Iboxx Invest Grade CRP Bond Iboxx Inv Cp Etf (LQD)	0.0	$2.3k		20.00	113.00	View chart
Acushnet Holdings Corp (GOLF)	0.0	$2.2k		35.00	63.74	View chart
Intellia Therapeutics (NTLA)	0.0	$2.1k		100.00	20.55	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$2.1k		100.00	20.51	View chart
iShares Tr Core US AGG Bond ETF Core Us Aggbd Et (AGG)	0.0	$2.0k		20.00	101.25	View chart
SPDR Serie Bloomberg Barclays High Bloomberg High Y (JNK)	0.0	$2.0k		20.00	97.80	View chart
Lucid Group (LCID)	0.0	$1.8k		500.00	3.53	View chart
Ali (ALCO)	0.0	$1.7k		60.00	27.97	View chart
Arcutis Biotherapeutics (ARQT)	0.0	$1.4k		150.00	9.30	View chart
Solventum Corp Com Shs (SOLV)	0.0	$1.4k	-73%	20.00	69.70	View chart
Macy's (M)	0.0	$1.1k		70.00	15.69	View chart
Southwestern Energy Company	0.0	$1.1k		150.00	7.11	View chart
Goodyear Tire & Rubber Company (GT)	0.0	$928.998000		105.00	8.85	View chart
NET Lease Office Properties (NLOP)	0.0	$826.999200		27.00	30.63	View chart
Kohl's Corporation (KSS)	0.0	$780.999700		37.00	21.11	View chart
Wec Energy Group (WEC)	0.0	$769.000000		8.00	96.12	View chart
Fortrea Holdings Common Stock (FTRE)	0.0	$600.000000		30.00	20.00	View chart
ODP Corp. (ODP)	0.0	$298.000000		10.00	29.80	View chart
Canopy Growth Corp COMMON Com New (CGC)	0.0	$159.000600		33.00	4.82	View chart
Walgreen Boots Alliance (WBA)	0.0	$108.000000	-94%	12.00	9.00	View chart

Past Filings by First United Bank & Trust

SEC 13F filings are viewable for First United Bank & Trust going back to 2011

First United Bank & Trust 2024 Q3 filed Oct. 15, 2024
First United Bank & Trust 2024 Q2 filed Aug. 12, 2024
First United Bank & Trust 2024 Q1 filed April 29, 2024
First United Bank & Trust 2023 Q4 filed Feb. 8, 2024
First United Bank & Trust 2023 Q3 filed Oct. 24, 2023
First United Bank & Trust 2023 Q2 filed July 13, 2023
First United Bank & Trust 2023 Q1 filed April 18, 2023
First United Bank & Trust 2022 Q4 filed Jan. 19, 2023
First United Bank & Trust 2022 Q3 filed Oct. 25, 2022
First United Bank & Trust 2022 Q2 filed July 18, 2022
First United Bank & Trust 2022 Q1 filed April 20, 2022
First United Bank & Trust 2021 Q4 filed Jan. 20, 2022
First United Bank & Trust 2021 Q3 filed Oct. 14, 2021
First United Bank Trust/ 2021 Q2 filed July 19, 2021
First United Bank Trust/ 2021 Q1 filed April 20, 2021
First United Bank Trust/ 2020 Q4 filed Jan. 19, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z