United Bank
Latest statistics and disclosures from United Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, NFRA, GUNR, NVDA, and represent 19.99% of United Bank's stock portfolio.
- Added to shares of these 10 stocks: GUNR, AVGO, CVS, MSFT, MDT, EMR, NFRA, FCX, YUM, XLC.
- Started 6 new stock positions in CVS, JEPI, IBRX, XLC, FDVV, QLVD.
- Reduced shares in these 10 stocks: XLRE, NSC, , XLV, HON, CMG, MDLZ, MRSH, IBM, DD.
- Sold out of its positions in CCL, CARR, CMG, IWF, MCHP, NOW.
- United Bank was a net buyer of stock by $12M.
- United Bank has $301M in assets under management (AUM), dropping by 1.94%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $13M | 45k | 287.56 |
|
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| Apple (AAPL) | 4.1 | $12M | +4% | 48k | 253.79 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.9 | $12M | +8% | 184k | 63.95 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 3.9 | $12M | +20% | 211k | 55.16 |
|
| NVIDIA Corporation (NVDA) | 3.8 | $12M | +5% | 66k | 174.40 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 3.7 | $11M | +4% | 83k | 132.90 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 3.2 | $9.7M | +2% | 242k | 40.06 |
|
| Microsoft Corporation (MSFT) | 3.1 | $9.3M | +15% | 25k | 370.17 |
|
| Amazon (AMZN) | 3.1 | $9.3M | +6% | 45k | 208.27 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $8.4M | 29k | 294.16 |
|
|
| Coca-Cola Company (KO) | 2.3 | $6.9M | 91k | 76.05 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $6.6M | +2% | 216k | 30.68 |
|
| Costco Wholesale Corporation (COST) | 2.0 | $6.0M | +6% | 6.0k | 996.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $5.8M | 86k | 67.53 |
|
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| Southern Company (SO) | 1.8 | $5.3M | 55k | 96.52 |
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|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $5.1M | -5% | 45k | 113.11 |
|
| Meta Platforms Cl A (META) | 1.6 | $4.7M | +15% | 8.2k | 572.13 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 1.5 | $4.5M | +6% | 74k | 61.26 |
|
| Mastercard Incorporated Cl A (MA) | 1.4 | $4.2M | +7% | 8.3k | 499.66 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $4.1M | 33k | 124.31 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $4.0M | -3% | 20k | 196.20 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $4.0M | 23k | 169.66 |
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| Advanced Micro Devices (AMD) | 1.2 | $3.6M | +20% | 18k | 203.43 |
|
| Caterpillar (CAT) | 1.2 | $3.5M | +5% | 4.9k | 708.46 |
|
| Abbott Laboratories (ABT) | 1.1 | $3.4M | +4% | 33k | 102.67 |
|
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.1 | $3.2M | +5% | 45k | 71.89 |
|
| Johnson & Johnson (JNJ) | 1.0 | $3.0M | -2% | 13k | 244.44 |
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| TJX Companies (TJX) | 1.0 | $3.0M | +7% | 19k | 159.70 |
|
| Lowe's Companies (LOW) | 0.9 | $2.8M | -2% | 12k | 236.28 |
|
| Broadcom (AVGO) | 0.9 | $2.8M | +103% | 9.1k | 309.51 |
|
| Truist Financial Corp equities (TFC) | 0.9 | $2.7M | -2% | 60k | 45.97 |
|
| Cisco Systems (CSCO) | 0.9 | $2.6M | 34k | 77.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.6M | 5.4k | 479.20 |
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| General Dynamics Corporation (GD) | 0.9 | $2.6M | 7.6k | 343.22 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $2.6M | +5% | 13k | 192.90 |
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| McDonald's Corporation (MCD) | 0.9 | $2.6M | 8.2k | 310.79 |
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| Eli Lilly & Co. (LLY) | 0.8 | $2.5M | 2.7k | 919.77 |
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| AmerisourceBergen (COR) | 0.8 | $2.4M | +4% | 7.7k | 314.14 |
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| Procter & Gamble Company (PG) | 0.8 | $2.4M | 17k | 144.44 |
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| Analog Devices (ADI) | 0.8 | $2.3M | -2% | 7.3k | 318.14 |
|
| Chevron Corporation (CVX) | 0.8 | $2.3M | -2% | 11k | 206.90 |
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| Oracle Corporation (ORCL) | 0.7 | $2.2M | -3% | 15k | 147.11 |
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| Netflix (NFLX) | 0.7 | $2.2M | +19% | 23k | 96.15 |
|
| Palo Alto Networks (PANW) | 0.7 | $2.1M | +5% | 13k | 160.32 |
|
| GSK Sponsored Adr (GSK) | 0.7 | $2.1M | +2% | 38k | 55.19 |
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| Blackstone Group Inc Com Cl A (BX) | 0.7 | $2.1M | +21% | 18k | 114.99 |
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| salesforce (CRM) | 0.7 | $2.1M | -7% | 11k | 186.67 |
|
| Norfolk Southern (NSC) | 0.7 | $2.0M | -39% | 7.0k | 287.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.8M | +50% | 4.3k | 430.29 |
|
| Citigroup Com New (C) | 0.6 | $1.8M | 16k | 113.41 |
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| Walt Disney Company (DIS) | 0.6 | $1.8M | +4% | 19k | 96.38 |
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| Intercontinental Exchange (ICE) | 0.6 | $1.8M | -2% | 11k | 157.28 |
|
| Eaton Corp SHS (ETN) | 0.6 | $1.7M | +24% | 4.9k | 357.67 |
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| Bristol Myers Squibb (BMY) | 0.6 | $1.7M | 28k | 60.65 |
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| Pfizer (PFE) | 0.6 | $1.7M | 61k | 28.08 |
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| Medtronic SHS (MDT) | 0.6 | $1.7M | +132% | 19k | 86.65 |
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| Honeywell International (HON) | 0.6 | $1.7M | -29% | 7.4k | 226.03 |
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| Emerson Electric (EMR) | 0.5 | $1.6M | +128% | 13k | 131.02 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $1.6M | 17k | 93.98 |
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| Nextera Energy (NEE) | 0.5 | $1.5M | -10% | 17k | 92.88 |
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| Freeport Mcmoran CL B (FCX) | 0.5 | $1.5M | +103% | 26k | 58.78 |
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| Zimmer Holdings (ZBH) | 0.4 | $1.3M | +6% | 15k | 90.42 |
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| Yum! Brands (YUM) | 0.4 | $1.3M | +122% | 8.6k | 155.48 |
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| Home Depot (HD) | 0.4 | $1.3M | +8% | 4.0k | 328.89 |
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| Boeing Company (BA) | 0.4 | $1.3M | +96% | 6.5k | 199.03 |
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| CVS Caremark Corporation (CVS) | 0.4 | $1.3M | NEW | 18k | 71.82 |
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| Kkr & Co (KKR) | 0.4 | $1.3M | +39% | 14k | 92.50 |
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| American Tower Reit (AMT) | 0.4 | $1.2M | +8% | 6.8k | 172.58 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $1.1M | -39% | 7.8k | 146.61 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.1M | +16% | 5.7k | 198.29 |
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| Deere & Company (DE) | 0.4 | $1.1M | 1.9k | 563.30 |
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| Archer Aviation Com Cl A (ACHR) | 0.3 | $1.0M | +14% | 202k | 5.17 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.0M | 1.6k | 650.34 |
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| Nike CL B (NKE) | 0.3 | $991k | +10% | 19k | 52.82 |
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| At&t (T) | 0.3 | $970k | 34k | 28.99 |
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| Wal-Mart Stores (WMT) | 0.3 | $939k | 7.6k | 124.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $934k | -5% | 1.4k | 653.21 |
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| Paypal Holdings (PYPL) | 0.3 | $925k | +2% | 20k | 45.23 |
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| Pepsi (PEP) | 0.3 | $920k | +244% | 5.9k | 155.29 |
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| Intuit (INTU) | 0.3 | $910k | +27% | 2.1k | 432.38 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $889k | 3.7k | 243.08 |
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| Becton, Dickinson and (BDX) | 0.3 | $852k | +11% | 5.4k | 157.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $841k | 1.5k | 577.18 |
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| Spdr Index Shs Fds State Street Spd (GNR) | 0.3 | $807k | 11k | 74.67 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $791k | 6.0k | 130.94 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $789k | +15% | 4.9k | 161.73 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $782k | -2% | 5.4k | 145.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $768k | +145% | 1.3k | 597.55 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $748k | -79% | 18k | 40.83 |
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| First Tr Exchange-traded SHS (FDL) | 0.2 | $731k | +89% | 14k | 50.80 |
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| International Business Machines (IBM) | 0.2 | $699k | -33% | 2.9k | 242.39 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $694k | -47% | 12k | 57.64 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $692k | NEW | 6.2k | 110.86 |
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| Micron Technology (MU) | 0.2 | $647k | 1.9k | 337.84 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $575k | 5.8k | 99.27 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $569k | -50% | 3.3k | 173.45 |
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| Tesla Motors (TSLA) | 0.2 | $567k | +16% | 1.5k | 371.75 |
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| Verizon Communications (VZ) | 0.2 | $559k | 11k | 50.20 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $491k | NEW | 8.7k | 56.68 |
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| Abbvie (ABBV) | 0.2 | $477k | +62% | 2.2k | 217.49 |
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| Dupont De Nemours (DD) | 0.2 | $457k | -40% | 10k | 45.80 |
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| PNC Financial Services (PNC) | 0.1 | $437k | -2% | 2.1k | 208.09 |
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| IDEXX Laboratories (IDXX) | 0.1 | $393k | 700.00 | 561.89 |
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| Intel Corporation (INTC) | 0.1 | $387k | -9% | 8.8k | 44.13 |
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| Visa Com Cl A (V) | 0.1 | $386k | 1.3k | 302.24 |
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| Altria (MO) | 0.1 | $341k | 5.2k | 65.99 |
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| Flexshares Tr Dev Mrk Ex Low (QLVD) | 0.1 | $334k | NEW | 10k | 32.81 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $330k | NEW | 6.0k | 55.24 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $329k | 753.00 | 436.79 |
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| Global Payments (GPN) | 0.1 | $299k | 4.4k | 67.30 |
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| Delta Air Lines Com New (DAL) | 0.1 | $287k | 4.3k | 66.48 |
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| Regions Financial Corporation (RF) | 0.1 | $273k | 10k | 26.12 |
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| Blackrock (BLK) | 0.1 | $256k | -15% | 266.00 | 961.71 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $250k | -20% | 8.7k | 28.71 |
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| Consolidated Edison (ED) | 0.1 | $247k | 2.2k | 113.18 |
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| Merck & Co (MRK) | 0.1 | $246k | 2.0k | 120.29 |
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| Wells Fargo & Company (WFC) | 0.1 | $240k | 3.0k | 79.61 |
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| Philip Morris International (PM) | 0.1 | $227k | 1.4k | 165.34 |
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| FedEx Corporation (FDX) | 0.1 | $223k | -14% | 627.00 | 356.18 |
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| Allstate Corporation (ALL) | 0.1 | $206k | 991.00 | 207.34 |
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| AFLAC Incorporated (AFL) | 0.1 | $200k | -24% | 1.8k | 109.71 |
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| Surf Air Mobility Com New (SRFM) | 0.0 | $144k | 125k | 1.15 |
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| Immunitybio (IBRX) | 0.0 | $110k | NEW | 14k | 7.67 |
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| Oxford Square Ca (OXSQ) | 0.0 | $27k | 15k | 1.77 |
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Past Filings by United Bank
SEC 13F filings are viewable for United Bank going back to 2016
- 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
- United Bank 2022 Q1 filed May 9, 2022