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 |