United Bank as of Dec. 31, 2016
Portfolio Holdings for United Bank
United Bank holds 68 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Coca-Cola Company (KO) | 5.4 | $5.3M | 127k | 41.46 | |
JPMorgan Chase & Co. (JPM) | 3.3 | $3.3M | 38k | 86.28 | |
Financial Select Sector SPDR (XLF) | 3.3 | $3.2M | 139k | 23.25 | |
Vanguard Value ETF (VTV) | 3.3 | $3.2M | 34k | 93.01 | |
iShares MSCI EAFE Index Fund (EFA) | 3.2 | $3.1M | 54k | 57.73 | |
iShares S&P 500 Growth Index (IVW) | 3.1 | $3.1M | 25k | 121.81 | |
Procter & Gamble Company (PG) | 2.6 | $2.6M | 31k | 84.08 | |
Johnson & Johnson (JNJ) | 2.5 | $2.5M | 21k | 115.23 | |
Alphabet Inc Class A cs (GOOGL) | 2.4 | $2.4M | 3.0k | 792.33 | |
Verizon Communications (VZ) | 2.3 | $2.3M | 43k | 53.39 | |
Apple (AAPL) | 2.3 | $2.2M | 19k | 115.82 | |
General Electric Company | 2.2 | $2.2M | 70k | 31.60 | |
Technology SPDR (XLK) | 2.2 | $2.2M | 45k | 48.35 | |
Pfizer (PFE) | 2.2 | $2.1M | 66k | 32.47 | |
Citigroup (C) | 2.0 | $2.0M | 33k | 59.42 | |
Dow Chemical Company | 2.0 | $2.0M | 34k | 57.21 | |
First Trust Morningstar Divid Ledr (FDL) | 2.0 | $1.9M | 69k | 27.76 | |
Microsoft Corporation (MSFT) | 1.9 | $1.9M | 30k | 62.14 | |
Chevron Corporation (CVX) | 1.9 | $1.8M | 15k | 117.69 | |
Exxon Mobil Corporation (XOM) | 1.8 | $1.8M | 20k | 90.24 | |
Southern Company (SO) | 1.8 | $1.8M | 37k | 49.19 | |
Duke Energy (DUK) | 1.7 | $1.7M | 22k | 77.63 | |
iShares S&P SmallCap 600 Index (IJR) | 1.7 | $1.7M | 12k | 137.51 | |
McDonald's Corporation (MCD) | 1.7 | $1.6M | 13k | 121.70 | |
iShares S&P MidCap 400 Index (IJH) | 1.6 | $1.6M | 9.7k | 165.36 | |
Walt Disney Company (DIS) | 1.5 | $1.5M | 14k | 104.25 | |
Energy Select Sector SPDR (XLE) | 1.5 | $1.5M | 19k | 75.33 | |
Berkshire Hathaway (BRK.B) | 1.5 | $1.4M | 8.8k | 162.93 | |
United Parcel Service (UPS) | 1.4 | $1.4M | 12k | 114.65 | |
Pepsi (PEP) | 1.4 | $1.4M | 13k | 104.63 | |
Vanguard REIT ETF (VNQ) | 1.4 | $1.4M | 17k | 82.52 | |
Lowe's Companies (LOW) | 1.4 | $1.4M | 19k | 71.14 | |
Vanguard Emerging Markets ETF (VWO) | 1.4 | $1.3M | 37k | 35.78 | |
Oracle Corporation (ORCL) | 1.3 | $1.3M | 34k | 38.44 | |
Nike (NKE) | 1.3 | $1.3M | 25k | 50.82 | |
At&t (T) | 1.2 | $1.2M | 29k | 42.53 | |
Boeing Company (BA) | 1.2 | $1.2M | 7.7k | 155.69 | |
Baxter International (BAX) | 1.2 | $1.1M | 26k | 44.33 | |
Allstate Corporation (ALL) | 1.2 | $1.1M | 16k | 74.10 | |
Norfolk Southern (NSC) | 1.2 | $1.1M | 11k | 108.04 | |
CVS Caremark Corporation (CVS) | 1.1 | $1.1M | 14k | 78.91 | |
Schlumberger (SLB) | 1.1 | $1.1M | 13k | 83.98 | |
Express Scripts Holding | 1.1 | $1.1M | 15k | 68.81 | |
Starbucks Corporation (SBUX) | 1.1 | $1.0M | 19k | 55.50 | |
Allergan | 1.0 | $976k | 4.6k | 209.94 | |
Qualcomm (QCOM) | 1.0 | $967k | 15k | 65.18 | |
salesforce (CRM) | 1.0 | $972k | 14k | 68.48 | |
Costco Wholesale Corporation (COST) | 1.0 | $960k | 6.0k | 160.03 | |
Dick's Sporting Goods (DKS) | 1.0 | $948k | 18k | 53.09 | |
Mondelez Int (MDLZ) | 0.9 | $863k | 20k | 44.31 | |
Zimmer Holdings (ZBH) | 0.9 | $853k | 8.3k | 103.22 | |
Intercontinental Exchange (ICE) | 0.9 | $845k | 15k | 56.39 | |
Intel Corporation (INTC) | 0.8 | $792k | 22k | 36.28 | |
Tortoise MLP Fund | 0.8 | $763k | 40k | 19.09 | |
Biogen Idec (BIIB) | 0.8 | $758k | 2.7k | 283.68 | |
Vanguard Total Bond Market ETF (BND) | 0.7 | $708k | 8.8k | 80.76 | |
Home Depot (HD) | 0.7 | $647k | 4.8k | 134.01 | |
Shire | 0.6 | $595k | 3.5k | 170.49 | |
GlaxoSmithKline | 0.5 | $474k | 12k | 38.55 | |
SPDR S&P Dividend (SDY) | 0.4 | $418k | 4.9k | 85.52 | |
Celgene Corporation | 0.4 | $408k | 3.5k | 115.71 | |
Bristol Myers Squibb (BMY) | 0.3 | $332k | 5.7k | 58.47 | |
Wells Fargo & Company (WFC) | 0.3 | $262k | 4.8k | 55.05 | |
Merck & Co (MRK) | 0.3 | $260k | 4.4k | 58.81 | |
Weyerhaeuser Company (WY) | 0.3 | $269k | 8.9k | 30.11 | |
Delta Air Lines (DAL) | 0.2 | $244k | 5.0k | 49.21 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $220k | 4.0k | 54.90 | |
Red Hat | 0.2 | $217k | 3.1k | 69.77 |