United Bank

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

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

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Portfolio Holdings for United Bank

United Bank holds 103 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
Flexshares Tr Hig Yld Vl Etf (HYGV) 5.9 $13M +6% 305k 41.67
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Apple (AAPL) 4.7 $10M 44k 233.00
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Microsoft Corporation (MSFT) 3.6 $7.9M +4% 18k 430.30
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Flexshares Tr Stoxx Globr Inf (NFRA) 3.5 $7.6M +10% 128k 59.42
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NVIDIA Corporation (NVDA) 3.5 $7.5M -19% 62k 121.44
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Select Sector Spdr Tr Technology (XLK) 3.1 $6.7M -12% 30k 225.76
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Alphabet Cap Stk Cl A (GOOGL) 3.1 $6.7M -7% 40k 165.85
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Flexshares Tr Mornstar Upstr (GUNR) 2.9 $6.2M -6% 150k 41.25
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Coca-Cola Company (KO) 2.7 $5.8M +65% 81k 71.86
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JPMorgan Chase & Co. (JPM) 2.5 $5.3M +2% 25k 210.86
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Costco Wholesale Corporation (COST) 2.4 $5.3M +7% 6.0k 886.52
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $5.2M 61k 84.53
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Amazon (AMZN) 2.4 $5.1M -4% 28k 186.33
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Southern Company (SO) 2.1 $4.7M -8% 52k 90.18
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Vanguard Index Fds Real Estate Etf (VNQ) 2.1 $4.6M +22% 47k 97.42
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Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $4.5M 47k 95.75
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Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $4.3M 69k 62.32
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Vanguard Index Fds Value Etf (VTV) 1.7 $3.6M 21k 174.57
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Ishares Tr Core S&p Scp Etf (IJR) 1.6 $3.4M +2% 29k 116.96
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Eli Lilly & Co. (LLY) 1.5 $3.2M 3.6k 885.94
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Meta Platforms Cl A (META) 1.5 $3.2M +22% 5.6k 572.44
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Select Sector Spdr Tr Energy (XLE) 1.5 $3.2M 36k 87.80
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Truist Financial Corp equities (TFC) 1.4 $3.1M 73k 42.77
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Abbott Laboratories (ABT) 1.4 $3.1M 27k 114.01
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Mastercard Incorporated Cl A (MA) 1.4 $3.1M -2% 6.2k 493.80
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Flexshares Tr Us Qt Lw Vlty (QLV) 1.3 $2.8M -3% 42k 66.50
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Lowe's Companies (LOW) 1.3 $2.7M 10k 270.85
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Palo Alto Networks (PANW) 1.1 $2.3M 6.8k 341.80
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Procter & Gamble Company (PG) 1.1 $2.3M 13k 173.20
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Select Sector Spdr Tr Indl (XLI) 1.0 $2.3M -7% 17k 135.44
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Norfolk Southern (NSC) 1.0 $2.2M +2% 8.9k 248.50
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.1M 4.7k 460.26
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Chipotle Mexican Grill (CMG) 1.0 $2.1M +13% 37k 57.62
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Exxon Mobil Corporation (XOM) 1.0 $2.1M +3% 18k 117.22
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salesforce (CRM) 0.9 $2.0M 7.3k 273.71
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McDonald's Corporation (MCD) 0.9 $2.0M +3% 6.4k 304.51
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Oracle Corporation (ORCL) 0.9 $1.9M +4% 11k 170.40
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Intercontinental Exchange (ICE) 0.9 $1.9M -3% 12k 160.64
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Home Depot (HD) 0.8 $1.8M +4% 4.5k 405.20
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General Dynamics Corporation (GD) 0.8 $1.7M +4% 5.8k 302.20
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Honeywell International (HON) 0.8 $1.7M +2% 8.2k 206.71
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Mondelez Intl Cl A (MDLZ) 0.8 $1.7M +12% 23k 73.67
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Comcast Corp Cl A (CMCSA) 0.7 $1.6M 38k 41.77
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TJX Companies (TJX) 0.7 $1.5M 13k 117.54
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Deere & Company (DE) 0.7 $1.5M -9% 3.6k 417.33
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Cisco Systems (CSCO) 0.7 $1.5M -3% 28k 53.22
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Blackstone Group Inc Com Cl A (BX) 0.7 $1.5M -5% 9.5k 153.13
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Marsh & McLennan Companies (MMC) 0.6 $1.4M 6.3k 223.09
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Analog Devices (ADI) 0.6 $1.4M +4% 6.1k 230.17
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Adobe Systems Incorporated (ADBE) 0.6 $1.3M +19% 2.6k 517.78
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Nike CL B (NKE) 0.6 $1.3M -7% 15k 88.40
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AmerisourceBergen (COR) 0.6 $1.3M +4% 5.6k 225.08
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International Business Machines (IBM) 0.6 $1.2M +53% 5.6k 221.08
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Chevron Corporation (CVX) 0.5 $1.2M +8% 8.1k 147.27
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Walt Disney Company (DIS) 0.5 $1.2M +6% 12k 96.19
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American Tower Reit (AMT) 0.5 $1.1M 4.8k 232.56
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BlackRock (BLK) 0.5 $1.1M 1.1k 949.51
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GSK Sponsored Adr (GSK) 0.5 $1.1M +7% 26k 40.88
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Pfizer (PFE) 0.5 $1.0M +3% 36k 28.94
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Cdw (CDW) 0.5 $1.0M -11% 4.4k 226.30
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Dupont De Nemours (DD) 0.5 $982k +2% 11k 89.11
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Zimmer Holdings (ZBH) 0.4 $954k 8.8k 107.95
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At&t (T) 0.4 $938k -16% 43k 22.00
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Nextera Energy (NEE) 0.4 $906k 11k 84.53
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Bristol Myers Squibb (BMY) 0.4 $896k +2% 17k 51.74
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Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $858k -2% 6.0k 142.04
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Becton, Dickinson and (BDX) 0.4 $822k 3.4k 241.10
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Microchip Technology (MCHP) 0.4 $793k +20% 9.9k 80.29
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Freeport-mcmoran CL B (FCX) 0.4 $763k -8% 15k 49.92
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Charles Schwab Corporation (SCHW) 0.3 $736k +13% 11k 64.81
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Biogen Idec (BIIB) 0.3 $705k -3% 3.6k 193.84
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Paypal Holdings (PYPL) 0.3 $698k +9% 8.9k 78.03
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $685k 1.4k 488.07
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.3 $670k -2% 12k 57.67
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $622k +22% 1.1k 576.82
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FedEx Corporation (FDX) 0.3 $615k NEW 2.2k 273.68
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Johnson & Johnson (JNJ) 0.3 $614k +5% 3.8k 162.06
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Spdr Gold Tr Gold Shs (GLD) 0.3 $593k 2.4k 243.06
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Wal-Mart Stores (WMT) 0.3 $572k 7.1k 80.75
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Duke Energy Corp Com New (DUK) 0.3 $549k +2% 4.8k 115.30
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Advanced Micro Devices (AMD) 0.2 $516k NEW 3.1k 164.08
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Servicenow (NOW) 0.2 $480k NEW 537.00 894.39
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Global Payments (GPN) 0.2 $457k -13% 4.5k 102.42
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PNC Financial Services (PNC) 0.2 $433k -4% 2.3k 184.85
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Visa Com Cl A (V) 0.2 $402k 1.5k 274.95
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First Tr Morningstar Divid L SHS (FDL) 0.2 $376k -7% 9.0k 41.95
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IDEXX Laboratories (IDXX) 0.2 $354k 700.00 505.22
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Kla Corp Com New (KLAC) 0.2 $339k NEW 438.00 774.41
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $331k 3.3k 101.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $303k 528.00 573.76
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Select Sector Spdr Tr Communication (XLC) 0.1 $294k -17% 3.3k 90.40
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Pepsi (PEP) 0.1 $288k 1.7k 170.05
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Tesla Motors (TSLA) 0.1 $287k NEW 1.1k 261.63
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AFLAC Incorporated (AFL) 0.1 $279k 2.5k 111.80
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Eaton Corp SHS (ETN) 0.1 $258k NEW 777.00 331.44
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Delta Air Lines Inc Del Com New (DAL) 0.1 $246k 4.9k 50.79
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Consolidated Edison (ED) 0.1 $227k NEW 2.2k 104.13
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Abbvie (ABBV) 0.1 $217k NEW 1.1k 197.48
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $211k -4% 1.8k 119.60
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Allstate Corporation (ALL) 0.1 $209k NEW 1.1k 189.65
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Snap Cl A (SNAP) 0.1 $177k NEW 17k 10.70
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Putnam Managed Municipal Income Trust (PMM) 0.0 $94k 14k 6.51
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Senseonics Hldgs (SENS) 0.0 $8.4k 24k 0.35
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Past Filings by United Bank

SEC 13F filings are viewable for United Bank going back to 2016

View all past filings