United Bank
Latest statistics and disclosures from United Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, NVDA, XLK, MSFT, and represent 20.47% of United Bank's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$6.0M), XLRE, NFLX, XLE, AVGO, NOW, ACHR, MDT, EMR, BA.
- Started 9 new stock positions in BA, SRFM, MRK, FCX, IWF, YUM, CCL, EMR, MDT.
- Reduced shares in these 10 stocks: VNQ, NVDA, CMG, XLV, CMCSA, CARR, GOOGL, COST, PANW, IVW.
- Sold out of its positions in CDW, PMM, Senseonics Hldgs, VNQ.
- United Bank was a net buyer of stock by $13M.
- United Bank has $295M in assets under management (AUM), dropping by 2.49%.
- Central Index Key (CIK): 0001697791
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Portfolio Holdings for United Bank
United Bank holds 124 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $14M | -4% | 45k | 313.00 |
|
| Apple (AAPL) | 4.3 | $13M | 46k | 271.86 |
|
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| NVIDIA Corporation (NVDA) | 4.0 | $12M | -9% | 63k | 186.50 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 3.9 | $12M | +108% | 80k | 143.97 |
|
| Microsoft Corporation (MSFT) | 3.6 | $11M | +4% | 22k | 483.62 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.5 | $10M | +7% | 170k | 60.51 |
|
| Amazon (AMZN) | 3.3 | $9.7M | +3% | 42k | 230.82 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 3.3 | $9.6M | -2% | 236k | 40.74 |
|
| JPMorgan Chase & Co. (JPM) | 3.1 | $9.1M | 28k | 322.22 |
|
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| Flexshares Tr Mornstar Upstr (GUNR) | 2.7 | $8.0M | 175k | 45.85 |
|
|
| Coca-Cola Company (KO) | 2.2 | $6.5M | 92k | 69.91 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.0 | $5.9M | -5% | 48k | 123.26 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $5.8M | +3% | 210k | 27.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $5.7M | +9% | 86k | 66.00 |
|
| Costco Wholesale Corporation (COST) | 1.7 | $4.9M | -6% | 5.7k | 862.34 |
|
| Southern Company (SO) | 1.6 | $4.8M | 55k | 87.20 |
|
|
| Meta Platforms Cl A (META) | 1.6 | $4.7M | 7.1k | 660.09 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $4.4M | 7.8k | 570.88 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $4.0M | 21k | 190.99 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $4.0M | -2% | 33k | 120.18 |
|
| Abbott Laboratories (ABT) | 1.4 | $4.0M | +3% | 32k | 125.29 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 1.2 | $3.6M | +113% | 90k | 40.35 |
|
| Norfolk Southern (NSC) | 1.1 | $3.3M | +4% | 12k | 288.72 |
|
| salesforce (CRM) | 1.1 | $3.2M | +2% | 12k | 264.91 |
|
| Advanced Micro Devices (AMD) | 1.1 | $3.1M | -8% | 15k | 214.16 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 1.0 | $3.1M | +96% | 69k | 44.71 |
|
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.0 | $3.1M | -5% | 43k | 72.05 |
|
| Oracle Corporation (ORCL) | 1.0 | $3.1M | +6% | 16k | 194.91 |
|
| Truist Financial Corp equities (TFC) | 1.0 | $3.0M | 61k | 49.21 |
|
|
| Eli Lilly & Co. (LLY) | 1.0 | $3.0M | 2.8k | 1074.68 |
|
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| Lowe's Companies (LOW) | 1.0 | $3.0M | -4% | 12k | 241.16 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $2.9M | +4% | 24k | 120.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.7M | +5% | 5.3k | 502.65 |
|
| Caterpillar (CAT) | 0.9 | $2.7M | +2% | 4.7k | 572.87 |
|
| TJX Companies (TJX) | 0.9 | $2.7M | +2% | 17k | 153.61 |
|
| Johnson & Johnson (JNJ) | 0.9 | $2.6M | 13k | 206.95 |
|
|
| Cisco Systems (CSCO) | 0.9 | $2.6M | +2% | 34k | 77.03 |
|
| General Dynamics Corporation (GD) | 0.9 | $2.6M | 7.7k | 336.66 |
|
|
| McDonald's Corporation (MCD) | 0.9 | $2.6M | +2% | 8.4k | 305.63 |
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| AmerisourceBergen (COR) | 0.8 | $2.5M | 7.3k | 337.75 |
|
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| Procter & Gamble Company (PG) | 0.8 | $2.4M | 17k | 143.31 |
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| Palo Alto Networks (PANW) | 0.8 | $2.3M | -12% | 13k | 184.20 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $2.3M | +7% | 13k | 183.40 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $2.3M | +2% | 15k | 154.14 |
|
| Honeywell International (HON) | 0.7 | $2.1M | 11k | 195.09 |
|
|
| Analog Devices (ADI) | 0.7 | $2.0M | +16% | 7.5k | 271.20 |
|
| Walt Disney Company (DIS) | 0.7 | $2.0M | +7% | 18k | 113.77 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.7 | $2.0M | -33% | 13k | 154.80 |
|
| Intercontinental Exchange (ICE) | 0.6 | $1.9M | 12k | 161.96 |
|
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| Citigroup Com New (C) | 0.6 | $1.8M | +6% | 16k | 116.69 |
|
| GSK Sponsored Adr (GSK) | 0.6 | $1.8M | 37k | 49.04 |
|
|
| Netflix (NFLX) | 0.6 | $1.8M | +1572% | 19k | 93.76 |
|
| Chevron Corporation (CVX) | 0.6 | $1.7M | 12k | 152.41 |
|
|
| Charles Schwab Corporation (SCHW) | 0.6 | $1.6M | 17k | 99.91 |
|
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| Broadcom (AVGO) | 0.5 | $1.5M | +504% | 4.5k | 346.10 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $1.5M | +6% | 29k | 53.94 |
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| Pfizer (PFE) | 0.5 | $1.5M | 61k | 24.90 |
|
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| Nextera Energy (NEE) | 0.5 | $1.5M | +4% | 19k | 80.28 |
|
| Archer Aviation Com Cl A (ACHR) | 0.5 | $1.3M | +179% | 177k | 7.52 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.3M | +4% | 4.9k | 268.30 |
|
| International Business Machines (IBM) | 0.4 | $1.3M | -6% | 4.4k | 296.21 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.3M | -19% | 3.6k | 349.99 |
|
| Home Depot (HD) | 0.4 | $1.3M | -12% | 3.7k | 344.10 |
|
| Eaton Corp SHS (ETN) | 0.4 | $1.3M | -7% | 3.9k | 318.51 |
|
| Zimmer Holdings (ZBH) | 0.4 | $1.3M | +8% | 14k | 89.92 |
|
| Kkr & Co (KKR) | 0.4 | $1.2M | +29% | 9.8k | 127.48 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $1.2M | -15% | 23k | 53.83 |
|
| Marsh & McLennan Companies | 0.4 | $1.2M | 6.6k | 185.52 |
|
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| Servicenow (NOW) | 0.4 | $1.2M | +351% | 7.7k | 153.19 |
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| Paypal Holdings (PYPL) | 0.4 | $1.2M | -7% | 20k | 58.38 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.1M | 2.8k | 396.31 |
|
|
| American Tower Reit (AMT) | 0.4 | $1.1M | -2% | 6.3k | 175.57 |
|
| Intuit (INTU) | 0.4 | $1.1M | +30% | 1.6k | 662.42 |
|
| Nike CL B (NKE) | 0.4 | $1.1M | -10% | 17k | 63.71 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.1M | +201% | 1.6k | 681.92 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.0M | +40% | 1.5k | 684.94 |
|
| Becton, Dickinson and (BDX) | 0.3 | $943k | -12% | 4.9k | 194.07 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $893k | +3% | 1.5k | 614.31 |
|
| Deere & Company (DE) | 0.3 | $886k | 1.9k | 465.57 |
|
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| Wal-Mart Stores (WMT) | 0.3 | $839k | +4% | 7.5k | 111.41 |
|
| At&t (T) | 0.3 | $839k | -3% | 34k | 24.84 |
|
| Medtronic SHS (MDT) | 0.3 | $801k | NEW | 8.3k | 96.06 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.3 | $765k | 5.5k | 139.16 |
|
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| Emerson Electric (EMR) | 0.2 | $725k | NEW | 5.5k | 132.72 |
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| Boeing Company (BA) | 0.2 | $721k | NEW | 3.3k | 217.12 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $714k | 6.1k | 117.21 |
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| Dupont De Nemours (DD) | 0.2 | $677k | -20% | 17k | 40.20 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $674k | -63% | 18k | 37.00 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $663k | 11k | 62.14 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $656k | 4.2k | 155.12 |
|
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| Freeport-mcmoran CL B (FCX) | 0.2 | $646k | NEW | 13k | 50.79 |
|
| Tesla Motors (TSLA) | 0.2 | $591k | 1.3k | 449.72 |
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| Yum! Brands (YUM) | 0.2 | $584k | NEW | 3.9k | 151.28 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $579k | +106% | 5.8k | 99.88 |
|
| Micron Technology (MU) | 0.2 | $546k | 1.9k | 285.41 |
|
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| IDEXX Laboratories (IDXX) | 0.2 | $474k | 700.00 | 676.53 |
|
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| Verizon Communications (VZ) | 0.2 | $451k | +13% | 11k | 40.73 |
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| PNC Financial Services (PNC) | 0.2 | $451k | 2.2k | 208.73 |
|
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| Visa Com Cl A (V) | 0.2 | $448k | 1.3k | 350.71 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $367k | +14% | 753.00 | 487.86 |
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| Intel Corporation (INTC) | 0.1 | $359k | 9.7k | 36.90 |
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| Global Payments (GPN) | 0.1 | $344k | 4.4k | 77.40 |
|
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| Blackrock (BLK) | 0.1 | $338k | -22% | 316.00 | 1070.34 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $336k | 7.6k | 44.34 |
|
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| Comcast Corp Cl A (CMCSA) | 0.1 | $329k | -74% | 11k | 29.89 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $329k | +10% | 524.00 | 627.13 |
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| Abbvie (ABBV) | 0.1 | $309k | +23% | 1.4k | 228.49 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $299k | 4.3k | 69.40 |
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| Altria (MO) | 0.1 | $298k | +5% | 5.2k | 57.66 |
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| Regions Financial Corporation (RF) | 0.1 | $283k | 10k | 27.10 |
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| Wells Fargo & Company (WFC) | 0.1 | $282k | -6% | 3.0k | 93.20 |
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| Carrier Global Corporation (CARR) | 0.1 | $270k | -75% | 5.1k | 52.84 |
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| AFLAC Incorporated (AFL) | 0.1 | $267k | 2.4k | 110.27 |
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| Pepsi (PEP) | 0.1 | $246k | +3% | 1.7k | 143.52 |
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| Surf Air Mobility Com New (SRFM) | 0.1 | $243k | NEW | 125k | 1.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $231k | NEW | 487.00 | 473.30 |
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| Philip Morris International (PM) | 0.1 | $220k | 1.4k | 160.40 |
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| Consolidated Edison (ED) | 0.1 | $217k | 2.2k | 99.32 |
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| Merck & Co (MRK) | 0.1 | $215k | NEW | 2.0k | 105.26 |
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| FedEx Corporation (FDX) | 0.1 | $213k | -26% | 736.00 | 288.86 |
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| Allstate Corporation (ALL) | 0.1 | $206k | 991.00 | 208.15 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $203k | NEW | 6.6k | 30.54 |
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| Microchip Technology (MCHP) | 0.1 | $201k | -21% | 3.2k | 63.72 |
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| Oxford Square Ca (OXSQ) | 0.0 | $27k | -11% | 15k | 1.76 |
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Past Filings by United Bank
SEC 13F filings are viewable for United Bank going back to 2016
- United Bank 2025 Q4 filed Feb. 5, 2026
- 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