First United Bank Trust/ as of Sept. 30, 2016
Portfolio Holdings for First United Bank Trust/
First United Bank Trust/ holds 98 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 6.1 | $7.3M | 34k | 216.31 | |
iShares Russell 1000 Growth Index (IWF) | 4.5 | $5.5M | 53k | 104.17 | |
iShares Russell 1000 Value Index (IWD) | 4.1 | $5.0M | 47k | 105.61 | |
PowerShares QQQ Trust, Series 1 | 4.1 | $4.9M | 42k | 118.73 | |
iShares Dow Jones Select Dividend (DVY) | 2.7 | $3.3M | 38k | 85.69 | |
iShares Dow Jones US Technology (IYW) | 2.3 | $2.7M | 23k | 118.99 | |
Apple (AAPL) | 2.2 | $2.6M | 23k | 113.06 | |
iShares MSCI EAFE Index Fund (EFA) | 2.1 | $2.6M | 44k | 59.13 | |
iShares Russell Midcap Value Index (IWS) | 2.1 | $2.5M | 33k | 76.77 | |
Lowe's Companies (LOW) | 2.0 | $2.4M | 34k | 72.19 | |
Johnson & Johnson (JNJ) | 2.0 | $2.4M | 20k | 118.10 | |
First united corporation (FUNC) | 1.9 | $2.3M | 187k | 12.38 | |
Verizon Communications (VZ) | 1.9 | $2.3M | 44k | 51.97 | |
iShares Russell Midcap Index Fund (IWR) | 1.9 | $2.3M | 13k | 174.28 | |
Pepsi (PEP) | 1.9 | $2.2M | 21k | 108.79 | |
Exxon Mobil Corporation (XOM) | 1.8 | $2.2M | 26k | 87.27 | |
iShares Russell Midcap Growth Idx. (IWP) | 1.8 | $2.2M | 23k | 97.39 | |
Honeywell International (HON) | 1.8 | $2.2M | 19k | 116.58 | |
Bristol Myers Squibb (BMY) | 1.7 | $2.1M | 39k | 53.92 | |
Chevron Corporation (CVX) | 1.6 | $2.0M | 19k | 102.93 | |
Danaher Corporation (DHR) | 1.6 | $1.9M | 25k | 78.36 | |
General Electric Company | 1.5 | $1.8M | 62k | 29.60 | |
Dominion Resources (D) | 1.5 | $1.8M | 24k | 74.25 | |
iShares Dow Jones US Real Estate (IYR) | 1.5 | $1.8M | 22k | 80.62 | |
E.I. du Pont de Nemours & Company | 1.4 | $1.6M | 24k | 66.95 | |
iShares Dow Jones US Healthcare (IYH) | 1.3 | $1.6M | 11k | 150.24 | |
Procter & Gamble Company (PG) | 1.2 | $1.5M | 17k | 89.76 | |
Vanguard Total Bond Market ETF (BND) | 1.2 | $1.5M | 18k | 84.16 | |
Southern Company (SO) | 1.2 | $1.4M | 28k | 51.29 | |
Prudential Financial (PRU) | 1.1 | $1.4M | 17k | 81.67 | |
CSX Corporation (CSX) | 1.1 | $1.3M | 42k | 30.50 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $1.3M | 5.4k | 238.04 | |
Becton, Dickinson and (BDX) | 1.0 | $1.3M | 7.0k | 179.73 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.0 | $1.2M | 23k | 53.19 | |
Intel Corporation (INTC) | 1.0 | $1.2M | 33k | 37.76 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $1.2M | 18k | 66.58 | |
MetLife (MET) | 1.0 | $1.2M | 26k | 44.43 | |
Consumer Discretionary SPDR (XLY) | 1.0 | $1.2M | 15k | 80.02 | |
Microchip Technology (MCHP) | 1.0 | $1.2M | 19k | 62.11 | |
Tractor Supply Company (TSCO) | 0.9 | $1.1M | 17k | 67.37 | |
Cisco Systems (CSCO) | 0.9 | $1.1M | 35k | 31.72 | |
Amgen (AMGN) | 0.9 | $1.1M | 6.5k | 166.82 | |
iShares Russell 2000 Value Index (IWN) | 0.8 | $1.0M | 9.7k | 104.77 | |
Rydex S&P Equal Weight ETF | 0.8 | $1.0M | 12k | 83.59 | |
Schlumberger (SLB) | 0.8 | $993k | 13k | 78.62 | |
McDonald's Corporation (MCD) | 0.8 | $962k | 8.3k | 115.36 | |
At&t (T) | 0.8 | $931k | 23k | 40.60 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.7 | $873k | 8.3k | 105.82 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.7 | $857k | 23k | 37.46 | |
Gilead Sciences (GILD) | 0.7 | $863k | 11k | 79.07 | |
United Parcel Service (UPS) | 0.7 | $831k | 7.6k | 109.34 | |
T. Rowe Price (TROW) | 0.7 | $831k | 13k | 66.47 | |
Wells Fargo & Company (WFC) | 0.7 | $826k | 19k | 44.28 | |
iShares Russell 2000 Index (IWM) | 0.7 | $812k | 6.5k | 124.16 | |
iShares Dow Jones Transport. Avg. (IYT) | 0.7 | $810k | 5.6k | 145.24 | |
Walt Disney Company (DIS) | 0.6 | $769k | 8.3k | 92.83 | |
iShares Russell 2000 Growth Index (IWO) | 0.6 | $760k | 5.1k | 148.90 | |
Cardinal Health (CAH) | 0.6 | $726k | 9.3k | 77.69 | |
Praxair | 0.6 | $717k | 5.9k | 120.81 | |
PowerShares Insured Nati Muni Bond | 0.6 | $698k | 27k | 26.03 | |
M&T Bank Corporation (MTB) | 0.6 | $675k | 5.8k | 116.18 | |
Spectra Energy | 0.5 | $633k | 15k | 42.77 | |
Fortive (FTV) | 0.5 | $623k | 12k | 50.92 | |
CBS Corporation | 0.5 | $576k | 11k | 54.78 | |
Kroger (KR) | 0.5 | $563k | 19k | 29.65 | |
Ishares Tr fltg rate nt (FLOT) | 0.5 | $573k | 11k | 50.78 | |
Industrial SPDR (XLI) | 0.5 | $555k | 9.5k | 58.35 | |
iShares Barclays Govnment/Cdit Bond (GBF) | 0.5 | $555k | 4.7k | 117.34 | |
Microsoft Corporation (MSFT) | 0.4 | $504k | 8.8k | 57.59 | |
International Business Machines (IBM) | 0.4 | $456k | 2.9k | 158.72 | |
Cognizant Technology Solutions (CTSH) | 0.4 | $439k | 9.2k | 47.67 | |
Coca-Cola Company (KO) | 0.4 | $439k | 10k | 42.33 | |
Financial Select Sector SPDR (XLF) | 0.4 | $431k | 22k | 19.29 | |
Thor Industries (THO) | 0.3 | $404k | 4.8k | 84.63 | |
Utilities SPDR (XLU) | 0.3 | $371k | 7.6k | 49.01 | |
Berkshire Hathaway (BRK.B) | 0.3 | $357k | 2.5k | 144.42 | |
Costco Wholesale Corporation (COST) | 0.3 | $361k | 2.4k | 152.45 | |
NeoGenomics (NEO) | 0.3 | $362k | 44k | 8.23 | |
State Street Corporation (STT) | 0.3 | $349k | 5.0k | 69.62 | |
PNC Financial Services (PNC) | 0.3 | $336k | 3.7k | 90.08 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.3 | $343k | 4.4k | 77.69 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $326k | 1.8k | 182.63 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.2 | $284k | 5.8k | 48.88 | |
Pfizer (PFE) | 0.2 | $267k | 7.9k | 33.80 | |
3M Company (MMM) | 0.2 | $263k | 1.5k | 176.51 | |
Comcast Corporation (CMCSA) | 0.2 | $254k | 3.8k | 66.32 | |
Energy Select Sector SPDR (XLE) | 0.2 | $259k | 3.7k | 70.48 | |
Materials SPDR (XLB) | 0.2 | $250k | 5.2k | 47.67 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $245k | 1.4k | 175.00 | |
PowerShares Water Resources | 0.2 | $231k | 9.4k | 24.63 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $227k | 16k | 14.59 | |
Westrock (WRK) | 0.2 | $224k | 4.6k | 48.46 | |
Altria (MO) | 0.2 | $218k | 3.4k | 63.35 | |
Philip Morris International (PM) | 0.2 | $214k | 2.2k | 97.18 | |
Powershares Senior Loan Portfo mf | 0.2 | $223k | 9.6k | 23.18 | |
Abbott Laboratories (ABT) | 0.2 | $207k | 4.9k | 42.20 | |
Texas Instruments Incorporated (TXN) | 0.2 | $203k | 2.9k | 70.27 | |
Abbvie (ABBV) | 0.2 | $200k | 3.2k | 63.15 |