United Bank
Latest statistics and disclosures from United Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLK, GOOGL, AAPL, NVDA, NFRA, and represent 21.68% of United Bank's stock portfolio.
- Added to shares of these 10 stocks: IJH, AVGO, GLD, PEP, SPGI, NFRA, AMAT, XLC, CVS, HON.
- Started 6 new stock positions in HON, AMAT, SES, IWF, SPGI, GE.
- Reduced shares in these 10 stocks: ABT, Honeywell International, NSC, XLV, INTC, MDLZ, MSFT, MRSH, IVW, Dupont De Nemours.
- Sold out of its positions in BLK, CMCSA, Dupont De Nemours, FDX, Honeywell International, MRSH, MDLZ, WFC.
- United Bank was a net seller of stock by $-1.1M.
- United Bank has $329M in assets under management (AUM), dropping by 9.38%.
- Central Index Key (CIK): 0001697791
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Portfolio Holdings for United Bank
United Bank holds 122 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 4.9 | $16M | 84k | 190.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $16M | 44k | 357.37 |
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| Apple (AAPL) | 4.2 | $14M | 48k | 289.36 |
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| NVIDIA Corporation (NVDA) | 4.0 | $13M | 66k | 200.09 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.7 | $12M | +3% | 191k | 64.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.2 | $11M | +60% | 137k | 77.11 |
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| Amazon (AMZN) | 3.2 | $11M | 44k | 238.34 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 3.1 | $10M | 210k | 49.28 |
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| Flexshares Tr Hig Yld Vl Etf (HYGV) | 3.1 | $10M | +3% | 250k | 40.26 |
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| Advanced Micro Devices (AMD) | 3.0 | $9.9M | -4% | 17k | 580.91 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $9.3M | 28k | 327.33 |
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| Microsoft Corporation (MSFT) | 2.7 | $8.8M | -6% | 24k | 373.02 |
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| Coca-Cola Company (KO) | 2.3 | $7.5M | 93k | 81.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $7.1M | +3% | 223k | 31.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $5.7M | -8% | 42k | 137.53 |
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| Costco Wholesale Corporation (COST) | 1.7 | $5.7M | 6.1k | 935.47 |
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| Southern Company (SO) | 1.6 | $5.4M | +2% | 57k | 95.71 |
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| Caterpillar (CAT) | 1.6 | $5.3M | 4.9k | 1064.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $4.9M | 33k | 148.31 |
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| Broadcom (AVGO) | 1.4 | $4.5M | +30% | 12k | 377.75 |
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| Meta Platforms Cl A (META) | 1.4 | $4.5M | -3% | 7.9k | 563.29 |
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| Vanguard Index Fds Value Etf (VTV) | 1.3 | $4.4M | 20k | 217.93 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $4.4M | 8.5k | 513.60 |
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| Palo Alto Networks (PANW) | 1.3 | $4.2M | -7% | 12k | 341.02 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.3 | $4.1M | +5% | 78k | 53.11 |
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| Cisco Systems (CSCO) | 1.2 | $3.8M | -4% | 33k | 117.46 |
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| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.1 | $3.6M | +5% | 47k | 75.49 |
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| Eli Lilly & Co. (LLY) | 1.0 | $3.2M | -3% | 2.6k | 1199.43 |
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| Johnson & Johnson (JNJ) | 1.0 | $3.2M | 13k | 253.97 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $3.0M | -6% | 22k | 136.72 |
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| TJX Companies (TJX) | 0.9 | $3.0M | +5% | 20k | 151.50 |
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| Analog Devices (ADI) | 0.9 | $3.0M | 7.4k | 397.17 |
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| Truist Financial Corp equities (TFC) | 0.9 | $2.9M | 59k | 49.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.8M | 5.5k | 500.39 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $2.6M | +2% | 14k | 189.73 |
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| Citigroup Com New (C) | 0.8 | $2.5M | +12% | 18k | 139.96 |
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| Lowe's Companies (LOW) | 0.8 | $2.5M | -3% | 12k | 220.49 |
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| General Dynamics Corporation (GD) | 0.8 | $2.5M | -5% | 7.1k | 354.24 |
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| Oracle Corporation (ORCL) | 0.7 | $2.4M | +8% | 16k | 146.55 |
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| Micron Technology (MU) | 0.7 | $2.4M | +6% | 2.0k | 1154.29 |
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| Procter & Gamble Company (PG) | 0.7 | $2.3M | -3% | 16k | 146.64 |
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| AmerisourceBergen (COR) | 0.7 | $2.3M | +4% | 8.0k | 282.98 |
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| Eaton Corp SHS (ETN) | 0.7 | $2.3M | +8% | 5.3k | 426.12 |
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| CVS Caremark Corporation (CVS) | 0.7 | $2.3M | +21% | 22k | 103.45 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $2.2M | +38% | 5.9k | 368.38 |
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| McDonald's Corporation (MCD) | 0.6 | $2.1M | -6% | 7.7k | 270.31 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $2.0M | -7% | 17k | 117.67 |
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| GSK Sponsored Adr (GSK) | 0.6 | $1.9M | -5% | 36k | 52.42 |
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| Walt Disney Company (DIS) | 0.6 | $1.8M | 19k | 96.25 |
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| Emerson Electric (EMR) | 0.5 | $1.8M | 13k | 143.15 |
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| salesforce (CRM) | 0.5 | $1.8M | 11k | 156.66 |
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| Medtronic SHS (MDT) | 0.5 | $1.8M | +16% | 23k | 78.23 |
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| Chevron Corporation (CVX) | 0.5 | $1.7M | -6% | 10k | 165.76 |
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| Bristol Myers Squibb (BMY) | 0.5 | $1.7M | 29k | 57.62 |
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| Freeport Mcmoran CL B (FCX) | 0.5 | $1.6M | 26k | 62.89 |
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| Netflix (NFLX) | 0.5 | $1.6M | 23k | 71.40 |
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| Yum! Brands (YUM) | 0.5 | $1.6M | +15% | 9.9k | 159.86 |
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| Boeing Company (BA) | 0.5 | $1.6M | +10% | 7.2k | 216.47 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $1.5M | 17k | 92.27 |
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| Nextera Energy (NEE) | 0.4 | $1.4M | -5% | 16k | 87.77 |
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| Intercontinental Exchange (ICE) | 0.4 | $1.3M | -3% | 11k | 123.11 |
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| Pfizer (PFE) | 0.4 | $1.3M | -8% | 56k | 24.08 |
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| Norfolk Southern (NSC) | 0.4 | $1.3M | -39% | 4.3k | 314.59 |
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| Pepsi (PEP) | 0.4 | $1.3M | +66% | 9.9k | 135.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.3M | +11% | 1.8k | 746.77 |
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| Kkr & Co (KKR) | 0.4 | $1.3M | +2% | 14k | 91.78 |
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| American Tower Reit (AMT) | 0.4 | $1.3M | +12% | 7.7k | 163.57 |
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| Zimmer Holdings (ZBH) | 0.4 | $1.3M | 15k | 86.09 |
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| Home Depot (HD) | 0.4 | $1.2M | -14% | 3.4k | 352.68 |
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| Becton, Dickinson and (BDX) | 0.3 | $1.1M | +32% | 7.2k | 151.33 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.3 | $1.1M | +60% | 10k | 107.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.1M | 1.5k | 736.40 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.1M | 1.4k | 748.89 |
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| Abbott Laboratories (ABT) | 0.3 | $1.1M | -64% | 12k | 90.74 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.0M | +21% | 9.2k | 113.26 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.3 | $942k | +4% | 5.1k | 185.23 |
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| Deere & Company (DE) | 0.3 | $920k | -22% | 1.5k | 634.33 |
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| Nike CL B (NKE) | 0.3 | $872k | +13% | 21k | 41.05 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $835k | -5% | 1.2k | 686.81 |
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| First Tr Exchange-traded SHS (FDL) | 0.3 | $832k | +18% | 17k | 48.66 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $812k | 5.3k | 152.18 |
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| International Business Machines (IBM) | 0.2 | $763k | -5% | 2.7k | 281.21 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $753k | 5.9k | 126.58 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $681k | -3% | 5.5k | 124.44 |
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| Archer Aviation Com Cl A (ACHR) | 0.2 | $659k | -31% | 139k | 4.73 |
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| Spdr Index Shs Fds St Str Nat Etf (GNR) | 0.2 | $650k | -10% | 9.7k | 67.31 |
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| At&t (T) | 0.2 | $645k | -6% | 31k | 20.70 |
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| Tesla Motors (TSLA) | 0.2 | $638k | 1.5k | 420.60 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $588k | +20% | 10k | 56.48 |
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| Abbvie (ABBV) | 0.2 | $552k | 2.2k | 251.64 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $547k | -4% | 5.5k | 98.98 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $534k | -33% | 12k | 44.03 |
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| PNC Financial Services (PNC) | 0.2 | $505k | -2% | 2.1k | 246.22 |
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| Paypal Holdings (PYPL) | 0.2 | $505k | -42% | 12k | 43.18 |
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| S&p Global (SPGI) | 0.1 | $476k | NEW | 1.2k | 407.26 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $462k | +28% | 7.7k | 60.29 |
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| Flexshares Tr Dev Mrk Ex Low (QLVD) | 0.1 | $445k | +34% | 14k | 32.53 |
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| Intuit (INTU) | 0.1 | $437k | -20% | 1.7k | 261.00 |
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| Intel Corporation (INTC) | 0.1 | $433k | -64% | 3.1k | 139.63 |
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| Applied Materials (AMAT) | 0.1 | $416k | NEW | 575.00 | 723.00 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $415k | -66% | 2.6k | 158.66 |
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| Visa Com Cl A (V) | 0.1 | $407k | -7% | 1.2k | 343.09 |
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| Delta Air Lines Com New (DAL) | 0.1 | $404k | 4.3k | 93.66 |
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| Verizon Communications (VZ) | 0.1 | $396k | -16% | 9.3k | 42.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $389k | +500% | 4.5k | 86.14 |
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| Altria (MO) | 0.1 | $372k | 5.2k | 71.95 |
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| IDEXX Laboratories (IDXX) | 0.1 | $369k | 700.00 | 526.44 |
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| Honeywell International (HON) | 0.1 | $368k | NEW | 1.6k | 223.83 |
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| Global Payments (GPN) | 0.1 | $323k | 4.4k | 72.56 |
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| Regions Financial Corporation (RF) | 0.1 | $316k | 10k | 30.20 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $295k | -60% | 1.4k | 205.02 |
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| Merck & Co (MRK) | 0.1 | $248k | -5% | 1.9k | 128.50 |
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| Consolidated Edison (ED) | 0.1 | $242k | 2.2k | 110.63 |
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| Philip Morris International (PM) | 0.1 | $231k | -6% | 1.3k | 180.91 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $231k | NEW | 1.9k | 124.17 |
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| Ge Aerospace Com New (GE) | 0.1 | $229k | NEW | 612.00 | 373.73 |
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| AFLAC Incorporated (AFL) | 0.1 | $214k | 1.8k | 117.25 |
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| Allstate Corporation (ALL) | 0.1 | $202k | -14% | 847.00 | 237.94 |
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| Surf Air Mobility Com New (SRFM) | 0.0 | $145k | 125k | 1.16 |
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| Immunitybio (IBRX) | 0.0 | $125k | 14k | 8.76 |
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| Oxford Square Ca (OXSQ) | 0.0 | $20k | 15k | 1.32 |
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| Ses Ai Corporation Cl A Com (SES) | 0.0 | $18k | NEW | 19k | 0.96 |
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Past Filings by United Bank
SEC 13F filings are viewable for United Bank going back to 2016
- United Bank 2026 Q2 filed Aug. 10, 2026
- United Bank 2026 Q1 filed May 1, 2026
- 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