United Bank
Latest statistics and disclosures from United Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOGL, XLK, MSFT, and represent 20.11% of United Bank's stock portfolio.
- Added to shares of these 10 stocks: XLRE, NFRA, NFLX, AMZN, XLK, NVDA, AMD, HYGV, C, AAPL.
- Started 4 new stock positions in VUG, ALL, XLRE, AVGO.
- Reduced shares in these 10 stocks: VNQ, GOOGL, TFC, IVW, FDX, BRK.B, CDW, BLK, DE, QLV.
- Sold out of its position in AUR.
- United Bank was a net buyer of stock by $11M.
- United Bank has $288M in assets under management (AUM), dropping by 10.11%.
- Central Index Key (CIK): 0001697791
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Portfolio Holdings for United Bank
United Bank holds 119 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.5 | $13M | +3% | 69k | 186.58 |
|
| Apple (AAPL) | 4.2 | $12M | +2% | 47k | 254.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $11M | -2% | 47k | 243.10 |
|
| Select Sector Spdr Tr Technology (XLK) | 3.8 | $11M | +4% | 38k | 281.86 |
|
| Microsoft Corporation (MSFT) | 3.7 | $11M | 21k | 517.95 |
|
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 3.5 | $10M | +4% | 242k | 41.20 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.5 | $9.9M | +13% | 158k | 62.92 |
|
| Amazon (AMZN) | 3.1 | $8.9M | +9% | 41k | 219.57 |
|
| JPMorgan Chase & Co. (JPM) | 3.1 | $8.9M | 28k | 315.43 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 2.7 | $7.8M | +2% | 177k | 43.78 |
|
| Coca-Cola Company (KO) | 2.1 | $6.1M | 93k | 66.32 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.1 | $6.1M | -3% | 50k | 120.72 |
|
| Costco Wholesale Corporation (COST) | 2.0 | $5.6M | +4% | 6.1k | 925.63 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $5.5M | +3% | 203k | 27.30 |
|
| Meta Platforms Cl A (META) | 1.8 | $5.3M | +5% | 7.2k | 734.38 |
|
| Southern Company (SO) | 1.8 | $5.3M | 56k | 94.77 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.8 | $5.1M | +3% | 79k | 65.26 |
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $4.4M | +8% | 7.7k | 568.81 |
|
| Oracle Corporation (ORCL) | 1.4 | $4.1M | -2% | 15k | 281.24 |
|
| Abbott Laboratories (ABT) | 1.4 | $4.1M | +5% | 31k | 133.94 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $4.0M | +3% | 34k | 118.83 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $4.0M | 21k | 186.49 |
|
|
| Norfolk Southern (NSC) | 1.2 | $3.3M | +5% | 11k | 300.41 |
|
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.1 | $3.2M | -2% | 45k | 71.94 |
|
| Lowe's Companies (LOW) | 1.1 | $3.2M | +5% | 13k | 251.31 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.1 | $3.1M | -2% | 35k | 89.34 |
|
| Palo Alto Networks (PANW) | 1.0 | $2.9M | 14k | 203.62 |
|
|
| Truist Financial Corp equities (TFC) | 1.0 | $2.9M | -10% | 62k | 45.72 |
|
| salesforce (CRM) | 1.0 | $2.8M | +13% | 12k | 237.00 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $2.7M | 19k | 139.17 |
|
|
| General Dynamics Corporation (GD) | 0.9 | $2.6M | 7.8k | 341.00 |
|
|
| Advanced Micro Devices (AMD) | 0.9 | $2.6M | +20% | 16k | 161.79 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $2.6M | +4% | 23k | 112.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.6M | -5% | 5.1k | 502.74 |
|
| Procter & Gamble Company (PG) | 0.9 | $2.5M | +5% | 16k | 153.65 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $2.5M | +7% | 15k | 170.85 |
|
| McDonald's Corporation (MCD) | 0.9 | $2.5M | 8.1k | 303.89 |
|
|
| TJX Companies (TJX) | 0.8 | $2.4M | +3% | 17k | 144.54 |
|
| Johnson & Johnson (JNJ) | 0.8 | $2.4M | +4% | 13k | 185.42 |
|
| AmerisourceBergen (COR) | 0.8 | $2.3M | +4% | 7.3k | 312.53 |
|
| Cisco Systems (CSCO) | 0.8 | $2.3M | +13% | 33k | 68.42 |
|
| Honeywell International (HON) | 0.8 | $2.2M | +12% | 10k | 210.50 |
|
| Caterpillar (CAT) | 0.8 | $2.2M | +11% | 4.5k | 477.15 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $2.1M | 2.8k | 763.00 |
|
|
| Raytheon Technologies Corp (RTX) | 0.7 | $2.0M | +16% | 12k | 167.33 |
|
| Intercontinental Exchange (ICE) | 0.7 | $1.9M | +5% | 12k | 168.48 |
|
| Chipotle Mexican Grill (CMG) | 0.7 | $1.9M | +15% | 49k | 39.19 |
|
| Walt Disney Company (DIS) | 0.7 | $1.9M | +6% | 17k | 114.50 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $1.9M | -58% | 20k | 91.42 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.6 | $1.8M | NEW | 42k | 42.13 |
|
| Chevron Corporation (CVX) | 0.6 | $1.8M | +3% | 11k | 155.29 |
|
| Mondelez Intl Cl A (MDLZ) | 0.6 | $1.7M | +3% | 27k | 62.47 |
|
| Home Depot (HD) | 0.6 | $1.7M | -3% | 4.2k | 405.19 |
|
| Dupont De Nemours (DD) | 0.6 | $1.7M | +12% | 21k | 77.90 |
|
| GSK Sponsored Adr (GSK) | 0.6 | $1.6M | +7% | 38k | 43.16 |
|
| Eaton Corp SHS (ETN) | 0.6 | $1.6M | +9% | 4.2k | 374.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.6M | +19% | 4.5k | 352.75 |
|
| Analog Devices (ADI) | 0.5 | $1.6M | 6.4k | 245.70 |
|
|
| Servicenow (NOW) | 0.5 | $1.6M | +12% | 1.7k | 920.28 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $1.6M | +2% | 17k | 95.47 |
|
| Pfizer (PFE) | 0.5 | $1.5M | +4% | 61k | 25.48 |
|
| Citigroup Com New (C) | 0.5 | $1.5M | +29% | 15k | 101.50 |
|
| Paypal Holdings (PYPL) | 0.5 | $1.4M | +23% | 22k | 67.06 |
|
| Netflix (NFLX) | 0.5 | $1.4M | +385% | 1.2k | 1198.92 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.4M | +3% | 44k | 31.42 |
|
| Nextera Energy (NEE) | 0.5 | $1.3M | +13% | 18k | 75.49 |
|
| Nike CL B (NKE) | 0.5 | $1.3M | +10% | 19k | 69.73 |
|
| International Business Machines (IBM) | 0.5 | $1.3M | -6% | 4.7k | 282.16 |
|
| Marsh & McLennan Companies (MMC) | 0.5 | $1.3M | +2% | 6.5k | 201.53 |
|
| Zimmer Holdings (ZBH) | 0.4 | $1.3M | +8% | 13k | 98.50 |
|
| Carrier Global Corporation (CARR) | 0.4 | $1.3M | +23% | 21k | 59.70 |
|
| American Tower Reit (AMT) | 0.4 | $1.2M | 6.4k | 192.32 |
|
|
| Bristol Myers Squibb (BMY) | 0.4 | $1.2M | +6% | 27k | 45.10 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.2M | +28% | 4.7k | 246.60 |
|
| Becton, Dickinson and (BDX) | 0.4 | $1.0M | +7% | 5.5k | 187.17 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.0M | 2.8k | 355.47 |
|
|
| At&t (T) | 0.3 | $987k | -4% | 35k | 28.24 |
|
| Kkr & Co (KKR) | 0.3 | $977k | +30% | 7.5k | 129.95 |
|
| Deere & Company (DE) | 0.3 | $879k | -12% | 1.9k | 457.26 |
|
| Intuit (INTU) | 0.3 | $863k | +35% | 1.3k | 682.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $842k | 1.4k | 600.37 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.3 | $770k | -2% | 5.5k | 140.05 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $760k | 6.1k | 123.75 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $741k | 7.2k | 103.06 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $722k | 1.1k | 669.30 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $641k | -3% | 4.2k | 154.23 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $632k | 11k | 59.21 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.2 | $606k | +60% | 63k | 9.58 |
|
| Tesla Motors (TSLA) | 0.2 | $584k | -11% | 1.3k | 444.72 |
|
| Blackrock (BLK) | 0.2 | $473k | -22% | 406.00 | 1165.87 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $447k | 700.00 | 638.89 |
|
|
| PNC Financial Services (PNC) | 0.2 | $436k | -6% | 2.2k | 200.93 |
|
| Visa Com Cl A (V) | 0.2 | $436k | 1.3k | 341.38 |
|
|
| Verizon Communications (VZ) | 0.1 | $428k | +24% | 9.7k | 43.95 |
|
| Global Payments (GPN) | 0.1 | $369k | 4.4k | 83.08 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $350k | -3% | 525.00 | 666.18 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $333k | 7.7k | 43.41 |
|
|
| Intel Corporation (INTC) | 0.1 | $326k | +6% | 9.7k | 33.55 |
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| Altria (MO) | 0.1 | $323k | 4.9k | 66.06 |
|
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| Micron Technology (MU) | 0.1 | $320k | 1.9k | 167.32 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $316k | NEW | 659.00 | 479.61 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $290k | 474.00 | 612.38 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $281k | 2.8k | 100.25 |
|
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| Regions Financial Corporation (RF) | 0.1 | $276k | 10k | 26.37 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $271k | 3.2k | 83.82 |
|
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| AFLAC Incorporated (AFL) | 0.1 | $271k | 2.4k | 111.70 |
|
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| Cdw (CDW) | 0.1 | $260k | -36% | 1.6k | 159.28 |
|
| Microchip Technology (MCHP) | 0.1 | $258k | -4% | 4.0k | 64.22 |
|
| Abbvie (ABBV) | 0.1 | $255k | -21% | 1.1k | 231.54 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $250k | 4.4k | 56.75 |
|
|
| Broadcom (AVGO) | 0.1 | $244k | NEW | 738.00 | 329.91 |
|
| FedEx Corporation (FDX) | 0.1 | $237k | -47% | 1.0k | 235.81 |
|
| Pepsi (PEP) | 0.1 | $232k | +6% | 1.7k | 140.44 |
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| Philip Morris International (PM) | 0.1 | $223k | 1.4k | 162.20 |
|
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| Consolidated Edison (ED) | 0.1 | $220k | 2.2k | 100.52 |
|
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| Allstate Corporation (ALL) | 0.1 | $210k | NEW | 980.00 | 214.65 |
|
| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $87k | 14k | 6.04 |
|
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| Oxford Square Ca (OXSQ) | 0.0 | $28k | 18k | 1.59 |
|
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| Senseonics Hldgs (SENS) | 0.0 | $11k | 24k | 0.44 |
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Past Filings by United Bank
SEC 13F filings are viewable for United Bank going back to 2016
- United Bank 2025 Q3 filed Nov. 12, 2025
- United Bank 2025 Q2 filed July 29, 2025
- United Bank 2025 Q1 filed May 6, 2025
- 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