United Bank as of March 31, 2017
Portfolio Holdings for United Bank
United Bank holds 72 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Coca-Cola Company (KO) | 4.2 | $4.4M | 104k | 42.44 | |
iShares MSCI EAFE Index Fund (EFA) | 3.4 | $3.6M | 58k | 62.28 | |
JPMorgan Chase & Co. (JPM) | 3.1 | $3.3M | 37k | 87.83 | |
iShares S&P 500 Growth Index (IVW) | 2.9 | $3.1M | 24k | 131.51 | |
Vanguard REIT ETF (VNQ) | 2.9 | $3.0M | 37k | 82.60 | |
Financial Select Sector SPDR (XLF) | 2.9 | $3.0M | 128k | 23.73 | |
Vanguard Value ETF (VTV) | 2.8 | $3.0M | 31k | 95.38 | |
Procter & Gamble Company (PG) | 2.6 | $2.7M | 30k | 89.84 | |
Alphabet Inc Class A cs (GOOGL) | 2.5 | $2.6M | 3.1k | 847.92 | |
Johnson & Johnson (JNJ) | 2.5 | $2.6M | 21k | 124.56 | |
Apple (AAPL) | 2.5 | $2.6M | 18k | 143.73 | |
Technology SPDR (XLK) | 2.2 | $2.3M | 43k | 53.32 | |
Pfizer (PFE) | 2.1 | $2.2M | 65k | 34.22 | |
General Electric Company | 2.1 | $2.2M | 74k | 29.80 | |
Verizon Communications (VZ) | 2.0 | $2.2M | 44k | 48.76 | |
Dow Chemical Company | 2.0 | $2.1M | 33k | 63.54 | |
Microsoft Corporation (MSFT) | 1.9 | $2.0M | 30k | 65.86 | |
Citigroup (C) | 1.8 | $1.9M | 32k | 59.82 | |
Southern Company (SO) | 1.8 | $1.9M | 38k | 49.78 | |
Duke Energy (DUK) | 1.8 | $1.9M | 23k | 82.02 | |
First Trust Morningstar Divid Ledr (FDL) | 1.7 | $1.8M | 63k | 28.81 | |
McDonald's Corporation (MCD) | 1.7 | $1.8M | 14k | 129.58 | |
iShares S&P SmallCap 600 Index (IJR) | 1.6 | $1.7M | 24k | 69.15 | |
Exxon Mobil Corporation (XOM) | 1.6 | $1.7M | 20k | 82.03 | |
Lowe's Companies (LOW) | 1.6 | $1.7M | 20k | 82.23 | |
iShares S&P MidCap 400 Index (IJH) | 1.6 | $1.7M | 9.7k | 171.21 | |
Chevron Corporation (CVX) | 1.6 | $1.7M | 15k | 107.37 | |
Walt Disney Company (DIS) | 1.5 | $1.6M | 14k | 113.36 | |
Nike (NKE) | 1.5 | $1.5M | 28k | 55.72 | |
Vanguard Emerging Markets ETF (VWO) | 1.5 | $1.5M | 39k | 39.73 | |
Energy Select Sector SPDR (XLE) | 1.4 | $1.5M | 21k | 69.89 | |
Oracle Corporation (ORCL) | 1.4 | $1.5M | 33k | 44.62 | |
Berkshire Hathaway (BRK.B) | 1.4 | $1.4M | 8.7k | 166.72 | |
Pepsi (PEP) | 1.3 | $1.4M | 12k | 111.88 | |
Allstate Corporation (ALL) | 1.3 | $1.4M | 17k | 81.51 | |
Boeing Company (BA) | 1.3 | $1.3M | 7.5k | 176.92 | |
United Parcel Service (UPS) | 1.3 | $1.3M | 12k | 107.33 | |
Spdr Index Shs Fds s^p global nat res (GNR) | 1.2 | $1.3M | 31k | 42.50 | |
Allergan | 1.2 | $1.3M | 5.4k | 238.90 | |
At&t (T) | 1.2 | $1.3M | 30k | 41.56 | |
CVS Caremark Corporation (CVS) | 1.2 | $1.2M | 16k | 78.52 | |
Starbucks Corporation (SBUX) | 1.1 | $1.2M | 21k | 58.41 | |
salesforce (CRM) | 1.1 | $1.2M | 15k | 82.49 | |
Abbott Laboratories (ABT) | 1.1 | $1.2M | 27k | 44.42 | |
Intercontinental Exchange (ICE) | 1.1 | $1.1M | 19k | 59.89 | |
Costco Wholesale Corporation (COST) | 1.0 | $1.1M | 6.4k | 167.74 | |
Norfolk Southern (NSC) | 1.0 | $1.1M | 9.6k | 111.95 | |
Zimmer Holdings (ZBH) | 1.0 | $1.1M | 8.8k | 122.15 | |
Schlumberger (SLB) | 0.9 | $996k | 13k | 78.13 | |
Express Scripts Holding | 0.9 | $983k | 15k | 65.91 | |
Dick's Sporting Goods (DKS) | 0.8 | $890k | 18k | 48.68 | |
Mondelez Int (MDLZ) | 0.8 | $894k | 21k | 43.07 | |
Tortoise MLP Fund | 0.8 | $826k | 40k | 20.79 | |
Biogen Idec (BIIB) | 0.7 | $775k | 2.8k | 273.37 | |
Intel Corporation (INTC) | 0.7 | $760k | 21k | 36.06 | |
Qualcomm (QCOM) | 0.7 | $752k | 13k | 57.33 | |
Home Depot (HD) | 0.7 | $704k | 4.8k | 146.91 | |
Shire | 0.6 | $653k | 3.7k | 174.18 | |
Celgene Corporation | 0.6 | $596k | 4.8k | 124.35 | |
GlaxoSmithKline | 0.5 | $517k | 12k | 42.19 | |
Vanguard Total Bond Market ETF (BND) | 0.5 | $511k | 6.3k | 81.15 | |
SPDR S&P Dividend (SDY) | 0.4 | $414k | 4.7k | 88.22 | |
W.W. Grainger (GWW) | 0.4 | $401k | 1.7k | 233.00 | |
Visa (V) | 0.4 | $393k | 4.4k | 88.89 | |
Red Hat | 0.3 | $354k | 4.1k | 86.55 | |
Weyerhaeuser Company (WY) | 0.3 | $314k | 9.2k | 34.02 | |
Baxter International (BAX) | 0.3 | $292k | 5.6k | 51.81 | |
Merck & Co (MRK) | 0.3 | $289k | 4.6k | 63.49 | |
Wells Fargo & Company (WFC) | 0.2 | $231k | 4.1k | 55.76 | |
Charles Schwab Corporation (SCHW) | 0.2 | $224k | 5.5k | 40.78 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $222k | 4.0k | 55.40 | |
Delta Air Lines (DAL) | 0.2 | $212k | 4.6k | 45.91 |