United Bank
Latest statistics and disclosures from United Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HUBB, IJR, EMXC, AAPL, MSFT, and represent 33.27% of United Bank's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$27M), EMXC, NVDA, IJR, TSLA, MUB, UBSI, PFE, APP, IJK.
- Started 9 new stock positions in INTU, AGG, KZIA, BCAB, CL, APP, PM, IWB, TSLA.
- Reduced shares in these 10 stocks: IGSB (-$24M), SUB (-$18M), HUBB (-$5.6M), AAPL, IRM, WM, GD, MSFT, DOV, LLY.
- Sold out of its positions in ADBE, AREC, EPAM, INTC, QQQ, IWV, SUSA, PKTX, UNP, VIG. ESGV, VCSH, VIRX, ZBH, LIN.
- United Bank was a net seller of stock by $-42M.
- United Bank has $859M in assets under management (AUM), dropping by 2.56%.
- Central Index Key (CIK): 0001286478
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Portfolio Holdings for United Bank
United Bank holds 142 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 | |
|---|---|---|---|---|---|---|
| Hubbell Common Stock (HUBB) | 14.3 | $123M | -4% | 287k | 428.35 |
|
| Ishares Common Stock (IJR) | 5.1 | $44M | +5% | 378k | 116.96 |
|
| Ishares Common Stock (EMXC) | 4.9 | $42M | +7% | 692k | 61.11 |
|
| Apple Common Stock (AAPL) | 4.5 | $39M | -10% | 167k | 233.00 |
|
| Microsoft Common Stock (MSFT) | 4.4 | $38M | -3% | 88k | 430.30 |
|
| United Bankshares Common Stock (UBSI) | 3.2 | $28M | +2% | 745k | 37.10 |
|
| Ishares Etf-fixed Incom (AGG) | 3.1 | $27M | NEW | 267k | 101.27 |
|
| Iron Mountain Common Stock (IRM) | 3.0 | $26M | -11% | 219k | 118.83 |
|
| Jpmorgan Chase & Co Common Stock (JPM) | 2.5 | $21M | 102k | 210.86 |
|
|
| Corning Common Stock (GLW) | 2.1 | $18M | -4% | 397k | 45.15 |
|
| Procter & Gamble Common Stock (PG) | 2.0 | $18M | -6% | 101k | 173.20 |
|
| Chevron Corporation Common Stock (CVX) | 2.0 | $18M | -3% | 119k | 147.27 |
|
| Amgen Common Stock (AMGN) | 2.0 | $17M | -6% | 53k | 322.21 |
|
| Mcdonalds Corp Common Stock (MCD) | 2.0 | $17M | -4% | 56k | 304.51 |
|
| Dover Corp Common Stock (DOV) | 1.9 | $17M | -7% | 86k | 191.74 |
|
| Waste Management Common Stock (WM) | 1.9 | $16M | -8% | 77k | 207.60 |
|
| Cisco Systems Common Stock (CSCO) | 1.9 | $16M | 300k | 53.22 |
|
|
| Abbott Laboratories Common Stock (ABT) | 1.8 | $16M | -4% | 138k | 114.01 |
|
| Air Prods & Chems Common Stock (APD) | 1.8 | $16M | -5% | 52k | 297.74 |
|
| Texas Instruments Common Stock (TXN) | 1.8 | $16M | -5% | 75k | 206.57 |
|
| Johnson & Johnson Common Stock (JNJ) | 1.8 | $15M | -4% | 94k | 162.06 |
|
| General Dynamics Corp Common Stock (GD) | 1.8 | $15M | -8% | 50k | 302.20 |
|
| Cummins Common Stock (CMI) | 1.7 | $14M | -2% | 45k | 323.79 |
|
| Blackrock Common Stock (BLK) | 1.6 | $14M | -6% | 15k | 949.51 |
|
| Us Bancorp Common Stock (USB) | 1.6 | $14M | -3% | 305k | 45.73 |
|
| Quest Diagnostics Common Stock (DGX) | 1.6 | $14M | -5% | 90k | 155.25 |
|
| Eog Resources Common Stock (EOG) | 1.6 | $14M | -6% | 110k | 122.93 |
|
| Pfizer Common Stock (PFE) | 1.6 | $14M | +3% | 465k | 28.94 |
|
| Target Corp Common Stock (TGT) | 1.4 | $12M | 77k | 155.86 |
|
|
| United Parcel Service Common Stock (UPS) | 1.3 | $12M | 84k | 136.34 |
|
|
| Ishares Common Stock (IVW) | 1.1 | $9.7M | -5% | 101k | 95.75 |
|
| Exxon Mobil Corp Common Stock (XOM) | 1.0 | $8.2M | -3% | 70k | 117.22 |
|
| Vanguard Common Stock (VNQ) | 0.9 | $8.0M | 82k | 97.42 |
|
|
| Vanguard Common Stock (VO) | 0.8 | $6.8M | -2% | 26k | 263.83 |
|
| Ishares Etf-fixed Incom (SHV) | 0.7 | $6.1M | -7% | 55k | 110.63 |
|
| SPDR Common Stock (SPY) | 0.5 | $4.7M | +2% | 8.2k | 573.76 |
|
| Vanguard Common Stock (VB) | 0.5 | $4.6M | -8% | 19k | 237.21 |
|
| Kla Corporation Common Stock (KLAC) | 0.5 | $4.5M | -7% | 5.9k | 774.41 |
|
| Vanguard Common Stock (VTI) | 0.5 | $4.5M | 16k | 283.16 |
|
|
| Vanguard Common Stock (VTV) | 0.5 | $4.2M | +6% | 24k | 174.57 |
|
| Ishares Common Stock (EFA) | 0.5 | $4.0M | -6% | 48k | 83.63 |
|
| Vanguard Common Stock (VUG) | 0.5 | $4.0M | 11k | 383.93 |
|
|
| Coca Cola Common Stock (KO) | 0.5 | $3.9M | 54k | 71.86 |
|
|
| Amazon.com Common Stock (AMZN) | 0.4 | $3.8M | 20k | 186.33 |
|
|
| Ishares Etf-fixed Incom (IGSB) | 0.4 | $3.6M | -87% | 68k | 52.66 |
|
| Ishares Common Stock (IJK) | 0.3 | $2.8M | +11% | 30k | 91.93 |
|
| Nvidia Corp Common Stock (NVDA) | 0.3 | $2.4M | +1058% | 20k | 121.44 |
|
| Alphabet Common Stock (GOOGL) | 0.3 | $2.4M | 15k | 165.85 |
|
|
| Tesla Common Stock (TSLA) | 0.2 | $2.0M | NEW | 7.8k | 261.63 |
|
| Meta Platforms Common Stock (META) | 0.2 | $1.9M | +9% | 3.4k | 572.44 |
|
| Home Depot Common Stock (HD) | 0.2 | $1.9M | -3% | 4.7k | 405.20 |
|
| Eli Lilly & Co Common Stock (LLY) | 0.2 | $1.8M | -41% | 2.0k | 885.94 |
|
| Visa Common Stock (V) | 0.2 | $1.8M | +3% | 6.4k | 274.95 |
|
| Ishares Etf-fixed Incom (MUB) | 0.2 | $1.7M | +424% | 16k | 108.63 |
|
| Vanguard Etf-fixed Incom (BIV) | 0.2 | $1.7M | 22k | 78.37 |
|
|
| Abbvie Common Stock (ABBV) | 0.2 | $1.7M | -3% | 8.7k | 197.48 |
|
| Alphabet Common Stock (GOOG) | 0.2 | $1.6M | +2% | 9.7k | 167.19 |
|
| Ishares Common Stock (IJH) | 0.2 | $1.5M | -29% | 25k | 62.32 |
|
| Verizon Communications Common Stock (VZ) | 0.2 | $1.5M | -3% | 34k | 44.91 |
|
| Oracle Corp Common Stock (ORCL) | 0.2 | $1.3M | 7.8k | 170.40 |
|
|
| Vanguard Common Stock (VXUS) | 0.2 | $1.3M | 21k | 64.74 |
|
|
| Honeywell Intl Common Stock (HON) | 0.2 | $1.3M | -3% | 6.4k | 206.71 |
|
| American Electric Pwr Common Stock (AEP) | 0.1 | $1.3M | -17% | 13k | 102.60 |
|
| SPDR Common Stock (XLK) | 0.1 | $1.2M | +2% | 5.3k | 225.76 |
|
| Southern Common Stock (SO) | 0.1 | $1.2M | -2% | 13k | 90.18 |
|
| Truist Financial Corp Common Stock (TFC) | 0.1 | $1.2M | +2% | 27k | 42.77 |
|
| At&t Common Stock (T) | 0.1 | $1.1M | -16% | 52k | 22.00 |
|
| Vanguard Common Stock (VBK) | 0.1 | $1.1M | -5% | 4.2k | 267.37 |
|
| Duke Energy Corp Common Stock (DUK) | 0.1 | $1.1M | +2% | 9.6k | 115.30 |
|
| Ishares Common Stock (IWF) | 0.1 | $1.0M | -6% | 2.7k | 375.38 |
|
| Bristol Myers Squibb Common Stock (BMY) | 0.1 | $999k | 19k | 51.74 |
|
|
| Ishares Common Stock (IWR) | 0.1 | $998k | 11k | 88.14 |
|
|
| Lowe's Companies Common Stock (LOW) | 0.1 | $983k | 3.6k | 270.85 |
|
|
| Walmart Common Stock (WMT) | 0.1 | $956k | -7% | 12k | 80.75 |
|
| Pepsico Common Stock (PEP) | 0.1 | $952k | 5.6k | 170.05 |
|
|
| Vanguard Etf-fixed Incom (BSV) | 0.1 | $868k | 11k | 78.69 |
|
|
| Berkshire Hathaway Common Stock (BRK.B) | 0.1 | $830k | 1.8k | 460.26 |
|
|
| SPDR Common Stock (DIA) | 0.1 | $823k | 1.9k | 423.12 |
|
|
| Nextera Energy Common Stock (NEE) | 0.1 | $748k | +7% | 8.8k | 84.53 |
|
| Deere & Co Common Stock (DE) | 0.1 | $693k | -3% | 1.7k | 417.33 |
|
| Consolidated Edison Common Stock (ED) | 0.1 | $693k | +13% | 6.7k | 104.13 |
|
| Berkshire Hathaway Common Stock (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
|
|
| 3M Common Stock (MMM) | 0.1 | $684k | -14% | 5.0k | 136.70 |
|
| Republic Services Common Stock (RSG) | 0.1 | $667k | -2% | 3.3k | 200.84 |
|
| Caterpillar Common Stock (CAT) | 0.1 | $661k | +4% | 1.7k | 391.12 |
|
| Dominion Energy Common Stock (D) | 0.1 | $656k | -3% | 11k | 57.79 |
|
| Vanguard Common Stock (VV) | 0.1 | $618k | -14% | 2.3k | 263.29 |
|
| Ishares Common Stock (IWM) | 0.1 | $615k | 2.8k | 220.89 |
|
|
| Altria Group Common Stock (MO) | 0.1 | $590k | 12k | 51.04 |
|
|
| SPDR Common Stock (MDY) | 0.1 | $584k | -51% | 1.0k | 569.66 |
|
| Ishares Common Stock (IVV) | 0.1 | $575k | -2% | 996.00 | 576.82 |
|
| Allstate Corp Common Stock (ALL) | 0.1 | $569k | 3.0k | 189.65 |
|
|
| Comcast Corp Common Stock (CMCSA) | 0.1 | $551k | -5% | 13k | 41.77 |
|
| Automatic Data Processing Common Stock (ADP) | 0.1 | $549k | -26% | 2.0k | 276.73 |
|
| Merck & Co Common Stock (MRK) | 0.1 | $524k | -3% | 4.6k | 113.54 |
|
| Ishares Etf-fixed Incom (SUB) | 0.1 | $471k | -97% | 4.4k | 106.19 |
|
| Costco Wholesale Corp Common Stock (COST) | 0.1 | $466k | -18% | 526.00 | 886.52 |
|
| Ge Aerospace Common Stock (GE) | 0.1 | $457k | -6% | 2.4k | 188.58 |
|
| Yum! Brands Common Stock (YUM) | 0.1 | $447k | -4% | 3.2k | 139.71 |
|
| Garmin Foreign Stock (GRMN) | 0.1 | $440k | 2.5k | 176.03 |
|
|
| Ishares Common Stock (IEFA) | 0.0 | $418k | 5.4k | 78.05 |
|
|
| General Mills Common Stock (GIS) | 0.0 | $414k | +9% | 5.6k | 73.85 |
|
| Palo Alto Networks Common Stock (PANW) | 0.0 | $410k | -7% | 1.2k | 341.79 |
|
| Ishares Etf-fixed Incom (PFF) | 0.0 | $409k | +32% | 12k | 33.23 |
|
| Mastercard Common Stock (MA) | 0.0 | $398k | -12% | 805.00 | 493.80 |
|
| Applovin Corp-class A Common Stock (APP) | 0.0 | $392k | NEW | 3.0k | 130.55 |
|
| Aflac Common Stock (AFL) | 0.0 | $366k | 3.3k | 111.80 |
|
|
| Pjt Partners Inc - A Common Stock (PJT) | 0.0 | $357k | 2.7k | 133.34 |
|
|
| Ishares Common Stock (DVY) | 0.0 | $338k | +4% | 2.5k | 135.07 |
|
| Netflix Common Stock (NFLX) | 0.0 | $333k | -13% | 470.00 | 709.27 |
|
| Bank Of America Corp Common Stock (BAC) | 0.0 | $330k | +3% | 8.3k | 39.68 |
|
| Unitedhealth Group Common Stock (UNH) | 0.0 | $313k | 536.00 | 584.68 |
|
|
| Fnb Corp Common Stock (FNB) | 0.0 | $309k | 22k | 14.11 |
|
|
| Booking Holdings Common Stock (BKNG) | 0.0 | $303k | -17% | 72.00 | 4212.00 |
|
| Rockwell Automation Common Stock (ROK) | 0.0 | $299k | 1.1k | 268.46 |
|
|
| Dow Common Stock (DOW) | 0.0 | $299k | 5.5k | 54.63 |
|
|
| Xylem Common Stock (XYL) | 0.0 | $297k | 2.2k | 135.03 |
|
|
| Tjx Cos Common Stock (TJX) | 0.0 | $293k | 2.5k | 117.54 |
|
|
| Ishares Common Stock (IBB) | 0.0 | $278k | -13% | 1.9k | 145.60 |
|
| Genuine Parts Common Stock (GPC) | 0.0 | $263k | 1.9k | 139.68 |
|
|
| Colgate Palmolive Common Stock (CL) | 0.0 | $262k | NEW | 2.5k | 103.81 |
|
| Philip Morris Intl Common Stock (PM) | 0.0 | $261k | NEW | 2.1k | 121.40 |
|
| Rtx Corp Common Stock (RTX) | 0.0 | $256k | -15% | 2.1k | 121.16 |
|
| Norfolk Southern Corp Common Stock (NSC) | 0.0 | $247k | 994.00 | 248.50 |
|
|
| Illinois Tool Works Common Stock (ITW) | 0.0 | $242k | +20% | 925.00 | 262.07 |
|
| Qualcomm Common Stock (QCOM) | 0.0 | $240k | -5% | 1.4k | 170.05 |
|
| Nike Common Stock (NKE) | 0.0 | $235k | -27% | 2.7k | 88.40 |
|
| Wells Fargo & Co Common Stock (WFC) | 0.0 | $226k | 4.0k | 56.49 |
|
|
| Intuit Common Stock (INTU) | 0.0 | $214k | NEW | 344.00 | 621.00 |
|
| Advanced Micro Devices Common Stock (AMD) | 0.0 | $211k | +11% | 1.3k | 164.08 |
|
| Morgan Stanley Group Common Stock (MS) | 0.0 | $209k | -10% | 2.0k | 104.24 |
|
| Accenture Foreign Stock (ACN) | 0.0 | $208k | 588.00 | 353.48 |
|
|
| Ishares Common Stock (IWB) | 0.0 | $204k | NEW | 650.00 | 314.39 |
|
| Vanguard Common Stock (VBR) | 0.0 | $201k | -14% | 1.0k | 200.78 |
|
| Trevi Therapeutics Common Stock (TRVI) | 0.0 | $104k | +9% | 31k | 3.34 |
|
| Cardiff Oncology Common Stock (CRDF) | 0.0 | $48k | +16% | 18k | 2.67 |
|
| Lineage Cell Common Stock (LCTX) | 0.0 | $47k | +23% | 52k | 0.91 |
|
| Autolus Therapeutics Foreign Stock (AUTL) | 0.0 | $39k | -5% | 11k | 3.63 |
|
| Bioatla Common Stock (BCAB) | 0.0 | $23k | NEW | 13k | 1.76 |
|
| Kazia Therapeutics- Foreign Stock (KZIA) | 0.0 | $19k | NEW | 44k | 0.43 |
|
| Talphera Common Stock (TLPH) | 0.0 | $13k | 15k | 0.86 |
|
|
| Vor Biopharma Common Stock (VOR) | 0.0 | $11k | +40% | 15k | 0.70 |
|
Past Filings by United Bank
SEC 13F filings are viewable for United Bank going back to 2011
- United Bank 2024 Q3 filed Nov. 15, 2024
- United Bank 2024 Q1 filed May 13, 2024
- United Bank 2023 Q4 filed Feb. 7, 2024
- United Bank 2023 Q3 filed Nov. 8, 2023
- United Bank 2023 Q2 filed Aug. 3, 2023
- United Bank 2023 Q1 filed May 1, 2023
- United Bank 2022 Q4 filed Feb. 14, 2023
- United Bank 2022 Q3 filed Nov. 14, 2022
- United Bank 2022 Q2 filed Aug. 12, 2022
- United Bank 2022 Q1 filed May 16, 2022
- United Bank 2021 Q4 filed Feb. 11, 2022
- United Bank 2021 Q3 filed Oct. 21, 2021
- United Bank 2021 Q2 filed Aug. 16, 2021
- United Bank 2021 Q1 filed April 23, 2021
- United Bank 2020 Q4 filed Feb. 18, 2021
- United Bank 2020 Q3 filed Dec. 11, 2020