United Bank
Latest statistics and disclosures from United Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HYGV, AAPL, NVDA, MSFT, GOOGL, and represent 20.92% of United Bank's stock portfolio.
- Added to shares of these 10 stocks: SCHD, PANW, VNQ, BLK, AMZN, NFRA, XLV, GOOGL, XLK, CAT.
- Started 10 new stock positions in XLV, PLTR, VZ, AVGO, AUR, MO, OXSQ, BLK, WFC, CAT.
- Reduced shares in these 10 stocks: , LLY, KLAC, BIIB, ED, IEI, SNAP, IVW, HD, PEP.
- Sold out of its positions in BlackRock, ED, IEI, KLAC, SNAP.
- United Bank was a net buyer of stock by $26M.
- United Bank has $237M in assets under management (AUM), dropping by 9.20%.
- Central Index Key (CIK): 0001697791
Tip: Access up to 7 years of quarterly data
Positions held by United Bank consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for United Bank
United Bank holds 108 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 5.5 | $13M | +4% | 319k | 40.68 |
|
| Apple (AAPL) | 4.7 | $11M | 44k | 250.42 |
|
|
| NVIDIA Corporation (NVDA) | 3.7 | $8.7M | +4% | 65k | 134.29 |
|
| Microsoft Corporation (MSFT) | 3.6 | $8.4M | +8% | 20k | 421.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $8.4M | +9% | 44k | 189.30 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.4 | $7.9M | +14% | 147k | 54.22 |
|
| Select Sector Spdr Tr Technology (XLK) | 3.2 | $7.7M | +10% | 33k | 232.52 |
|
| Amazon (AMZN) | 3.0 | $7.0M | +16% | 32k | 219.39 |
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $6.6M | +8% | 27k | 239.71 |
|
| Costco Wholesale Corporation (COST) | 2.5 | $5.9M | +8% | 6.4k | 916.27 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 2.4 | $5.7M | +3% | 156k | 36.36 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.4 | $5.6M | +32% | 63k | 89.08 |
|
| Coca-Cola Company (KO) | 2.2 | $5.3M | +4% | 85k | 62.26 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $5.0M | +201% | 184k | 27.32 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.0 | $4.7M | -2% | 46k | 101.53 |
|
| Southern Company (SO) | 1.9 | $4.6M | +7% | 56k | 82.32 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $4.4M | +3% | 71k | 62.31 |
|
| Meta Platforms Cl A (META) | 1.5 | $3.6M | +11% | 6.2k | 585.51 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.5 | $3.6M | 21k | 169.30 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $3.5M | +8% | 6.7k | 526.57 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $3.5M | +3% | 30k | 115.22 |
|
| Truist Financial Corp equities (TFC) | 1.4 | $3.3M | +3% | 76k | 43.38 |
|
| Abbott Laboratories (ABT) | 1.4 | $3.3M | +5% | 29k | 113.11 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.3 | $3.2M | +3% | 37k | 85.66 |
|
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.2 | $2.9M | +5% | 44k | 65.25 |
|
| Palo Alto Networks (PANW) | 1.2 | $2.8M | +124% | 15k | 181.96 |
|
| salesforce (CRM) | 1.2 | $2.8M | +13% | 8.3k | 334.33 |
|
| Lowe's Companies (LOW) | 1.2 | $2.7M | +10% | 11k | 246.80 |
|
| Chipotle Mexican Grill (CMG) | 1.1 | $2.7M | +21% | 45k | 60.30 |
|
| Procter & Gamble Company (PG) | 1.0 | $2.4M | +7% | 14k | 167.65 |
|
| Norfolk Southern (NSC) | 1.0 | $2.4M | +13% | 10k | 234.70 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.3M | +9% | 5.1k | 453.28 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.9 | $2.2M | 17k | 131.76 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $2.2M | -20% | 2.9k | 772.00 |
|
| Oracle Corporation (ORCL) | 0.9 | $2.2M | +15% | 13k | 166.64 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $2.1M | +10% | 20k | 107.57 |
|
| McDonald's Corporation (MCD) | 0.9 | $2.0M | +9% | 7.1k | 289.89 |
|
| Honeywell International (HON) | 0.9 | $2.0M | +10% | 9.0k | 225.89 |
|
| Intercontinental Exchange (ICE) | 0.8 | $1.9M | +6% | 13k | 149.01 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $1.9M | +14% | 11k | 172.42 |
|
| General Dynamics Corporation (GD) | 0.8 | $1.8M | +21% | 7.0k | 263.49 |
|
| International Business Machines (IBM) | 0.8 | $1.8M | +45% | 8.2k | 219.83 |
|
| Deere & Company (DE) | 0.8 | $1.8M | +16% | 4.2k | 423.70 |
|
| Cisco Systems (CSCO) | 0.7 | $1.8M | +5% | 30k | 59.20 |
|
| TJX Companies (TJX) | 0.7 | $1.7M | +10% | 14k | 120.81 |
|
| Home Depot (HD) | 0.7 | $1.7M | 4.4k | 388.99 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.7 | $1.6M | +13% | 43k | 37.53 |
|
| Walt Disney Company (DIS) | 0.7 | $1.6M | +17% | 14k | 111.35 |
|
| Adobe Systems Incorporated (ADBE) | 0.7 | $1.6M | +36% | 3.5k | 444.68 |
|
| Analog Devices (ADI) | 0.7 | $1.5M | +19% | 7.3k | 212.46 |
|
| Mondelez Intl Cl A (MDLZ) | 0.6 | $1.5M | +13% | 26k | 59.73 |
|
| AmerisourceBergen (COR) | 0.6 | $1.5M | +15% | 6.5k | 224.68 |
|
| Marsh & McLennan Companies (MMC) | 0.6 | $1.4M | +7% | 6.8k | 212.41 |
|
| Chevron Corporation (CVX) | 0.6 | $1.4M | +19% | 9.7k | 144.84 |
|
| Blackrock (BLK) | 0.5 | $1.3M | NEW | 1.3k | 1025.11 |
|
| Pfizer (PFE) | 0.5 | $1.2M | +27% | 45k | 26.53 |
|
| Nike CL B (NKE) | 0.5 | $1.2M | +6% | 15k | 75.67 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $1.1M | +16% | 20k | 56.56 |
|
| GSK Sponsored Adr (GSK) | 0.4 | $1.1M | +21% | 31k | 33.82 |
|
| Cdw (CDW) | 0.4 | $1.0M | +33% | 5.9k | 174.04 |
|
| Zimmer Holdings (ZBH) | 0.4 | $996k | +6% | 9.4k | 105.63 |
|
| At&t (T) | 0.4 | $991k | +2% | 44k | 22.77 |
|
| FedEx Corporation (FDX) | 0.4 | $971k | +53% | 3.5k | 281.33 |
|
| Dupont De Nemours (DD) | 0.4 | $961k | +14% | 13k | 76.25 |
|
| American Tower Reit (AMT) | 0.4 | $958k | +8% | 5.2k | 183.41 |
|
| Nextera Energy (NEE) | 0.4 | $935k | +21% | 13k | 71.69 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $933k | +11% | 13k | 74.01 |
|
| Becton, Dickinson and (BDX) | 0.4 | $862k | +11% | 3.8k | 226.87 |
|
| Eaton Corp SHS (ETN) | 0.4 | $839k | +225% | 2.5k | 331.87 |
|
| Servicenow (NOW) | 0.4 | $831k | +45% | 784.00 | 1060.12 |
|
| Paypal Holdings (PYPL) | 0.3 | $826k | +8% | 9.7k | 85.35 |
|
| Advanced Micro Devices (AMD) | 0.3 | $803k | +111% | 6.7k | 120.79 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $783k | 5.9k | 132.10 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $769k | NEW | 5.6k | 137.57 |
|
| Freeport-mcmoran CL B (FCX) | 0.3 | $759k | +30% | 20k | 38.08 |
|
| Microchip Technology (MCHP) | 0.3 | $747k | +32% | 13k | 57.35 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $717k | 1.4k | 511.23 |
|
|
| Caterpillar (CAT) | 0.3 | $705k | NEW | 1.9k | 362.76 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $688k | +16% | 2.8k | 242.13 |
|
| Wal-Mart Stores (WMT) | 0.3 | $640k | 7.1k | 90.35 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $637k | +16% | 4.4k | 144.62 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $635k | 1.1k | 588.68 |
|
|
| Duke Energy Corp Com New (DUK) | 0.3 | $632k | +23% | 5.9k | 107.74 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $565k | -2% | 11k | 49.76 |
|
| Tesla Motors (TSLA) | 0.2 | $534k | +20% | 1.3k | 403.84 |
|
| Global Payments (GPN) | 0.2 | $500k | 4.5k | 112.06 |
|
|
| Visa Com Cl A (V) | 0.2 | $454k | 1.4k | 316.04 |
|
|
| PNC Financial Services (PNC) | 0.2 | $452k | 2.3k | 192.85 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $368k | +16% | 3.8k | 96.81 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $353k | -2% | 8.8k | 40.26 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $317k | 3.3k | 96.90 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $309k | 528.00 | 586.08 |
|
|
| Broadcom (AVGO) | 0.1 | $307k | NEW | 1.3k | 231.84 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $289k | 700.00 | 413.44 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $289k | 4.8k | 60.50 |
|
|
| Verizon Communications (VZ) | 0.1 | $265k | NEW | 6.6k | 39.99 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $260k | NEW | 3.4k | 75.63 |
|
| AFLAC Incorporated (AFL) | 0.1 | $251k | -2% | 2.4k | 103.44 |
|
| Abbvie (ABBV) | 0.1 | $249k | +27% | 1.4k | 177.70 |
|
| Pepsi (PEP) | 0.1 | $242k | -5% | 1.6k | 152.06 |
|
| Wells Fargo & Company (WFC) | 0.1 | $236k | NEW | 3.4k | 70.24 |
|
| Altria (MO) | 0.1 | $234k | NEW | 4.5k | 52.29 |
|
| Biogen Idec (BIIB) | 0.1 | $218k | -60% | 1.4k | 152.92 |
|
| Allstate Corporation (ALL) | 0.1 | $212k | 1.1k | 192.79 |
|
|
| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $86k | 14k | 5.97 |
|
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $70k | NEW | 11k | 6.30 |
|
| Oxford Square Ca (OXSQ) | 0.0 | $43k | NEW | 18k | 2.44 |
|
| Senseonics Hldgs (SENS) | 0.0 | $13k | 24k | 0.52 |
|
Past Filings by United Bank
SEC 13F filings are viewable for United Bank going back to 2016
- United Bank 2024 Q4 filed Feb. 12, 2025
- United Bank 2024 Q3 filed Nov. 1, 2024
- United Bank 2024 Q2 filed July 23, 2024
- United Bank 2024 Q1 filed May 10, 2024
- United Bank 2023 Q3 filed Oct. 27, 2023
- United Bank 2023 Q2 filed Aug. 7, 2023
- United Bank 2023 Q1 filed May 12, 2023
- United Bank 2022 Q4 filed Feb. 10, 2023
- United Bank 2022 Q3 filed Nov. 10, 2022
- United Bank 2022 Q2 filed Aug. 5, 2022
- United Bank 2022 Q1 filed May 9, 2022
- United Bank 2021 Q4 filed Feb. 11, 2022
- United Bank 2021 Q3 filed Nov. 12, 2021
- United Bank 2021 Q2 filed July 26, 2021
- United Bank 2021 Q1 filed May 12, 2021
- United Bank 2020 Q4 filed Feb. 11, 2021