United Bank as of June 30, 2017
Portfolio Holdings for United Bank
United Bank holds 71 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Coca-Cola Company (KO) | 4.0 | $4.3M | 96k | 44.85 | |
iShares MSCI EAFE Index Fund (EFA) | 4.0 | $4.3M | 65k | 65.20 | |
Vanguard REIT ETF (VNQ) | 3.8 | $4.1M | 49k | 83.24 | |
JPMorgan Chase & Co. (JPM) | 3.1 | $3.3M | 36k | 91.40 | |
Financial Select Sector SPDR (XLF) | 2.9 | $3.2M | 129k | 24.67 | |
iShares S&P 500 Growth Index (IVW) | 2.7 | $2.9M | 21k | 136.87 | |
Vanguard Value ETF (VTV) | 2.5 | $2.7M | 28k | 96.55 | |
Alphabet Inc Class A cs (GOOGL) | 2.5 | $2.7M | 2.9k | 929.67 | |
Johnson & Johnson (JNJ) | 2.4 | $2.6M | 20k | 132.27 | |
Procter & Gamble Company (PG) | 2.4 | $2.6M | 30k | 87.15 | |
Apple (AAPL) | 2.3 | $2.5M | 17k | 144.02 | |
Technology SPDR (XLK) | 2.0 | $2.2M | 40k | 54.71 | |
Pfizer (PFE) | 2.0 | $2.1M | 64k | 33.58 | |
General Electric Company | 1.9 | $2.1M | 78k | 27.01 | |
Dow Chemical Company | 1.9 | $2.0M | 32k | 63.06 | |
Spdr Index Shs Fds s^p global nat res (GNR) | 1.9 | $2.0M | 49k | 41.52 | |
Microsoft Corporation (MSFT) | 1.9 | $2.0M | 29k | 68.93 | |
Verizon Communications (VZ) | 1.8 | $2.0M | 44k | 44.66 | |
McDonald's Corporation (MCD) | 1.8 | $1.9M | 13k | 153.20 | |
Southern Company (SO) | 1.8 | $1.9M | 41k | 47.88 | |
Duke Energy (DUK) | 1.8 | $1.9M | 23k | 83.61 | |
iShares S&P MidCap 400 Index (IJH) | 1.6 | $1.8M | 10k | 173.99 | |
iShares S&P SmallCap 600 Index (IJR) | 1.6 | $1.8M | 25k | 70.13 | |
First Trust Morningstar Divid Ledr (FDL) | 1.6 | $1.7M | 61k | 28.12 | |
Nike (NKE) | 1.6 | $1.7M | 29k | 59.00 | |
Exxon Mobil Corporation (XOM) | 1.6 | $1.7M | 21k | 80.72 | |
Vanguard Emerging Markets ETF (VWO) | 1.6 | $1.7M | 41k | 40.84 | |
Chevron Corporation (CVX) | 1.5 | $1.6M | 16k | 104.32 | |
Oracle Corporation (ORCL) | 1.4 | $1.6M | 31k | 50.15 | |
Citigroup (C) | 1.4 | $1.6M | 23k | 66.88 | |
Walt Disney Company (DIS) | 1.4 | $1.5M | 15k | 106.23 | |
Lowe's Companies (LOW) | 1.4 | $1.5M | 20k | 77.51 | |
Allergan | 1.4 | $1.5M | 6.2k | 243.10 | |
Intel Corporation (INTC) | 1.4 | $1.5M | 44k | 33.74 | |
Allstate Corporation (ALL) | 1.4 | $1.5M | 17k | 88.47 | |
Boeing Company (BA) | 1.4 | $1.5M | 7.4k | 197.82 | |
Energy Select Sector SPDR (XLE) | 1.3 | $1.4M | 22k | 64.93 | |
Abbott Laboratories (ABT) | 1.3 | $1.4M | 29k | 48.59 | |
Berkshire Hathaway (BRK.B) | 1.3 | $1.4M | 8.3k | 169.40 | |
Intercontinental Exchange (ICE) | 1.3 | $1.4M | 21k | 65.91 | |
CVS Caremark Corporation (CVS) | 1.3 | $1.4M | 17k | 80.46 | |
Pepsi (PEP) | 1.2 | $1.3M | 12k | 115.51 | |
United Parcel Service (UPS) | 1.2 | $1.3M | 12k | 110.56 | |
At&t (T) | 1.2 | $1.3M | 35k | 37.74 | |
Starbucks Corporation (SBUX) | 1.1 | $1.2M | 21k | 58.29 | |
salesforce (CRM) | 1.1 | $1.2M | 14k | 86.62 | |
Norfolk Southern (NSC) | 1.1 | $1.2M | 9.6k | 121.68 | |
Zimmer Holdings (ZBH) | 1.1 | $1.2M | 9.1k | 128.35 | |
Costco Wholesale Corporation (COST) | 0.9 | $1.0M | 6.3k | 159.90 | |
Express Scripts Holding | 0.9 | $990k | 16k | 63.82 | |
Mondelez Int (MDLZ) | 0.8 | $901k | 21k | 43.21 | |
Biogen Idec (BIIB) | 0.8 | $866k | 3.2k | 271.30 | |
Schlumberger (SLB) | 0.8 | $809k | 12k | 65.88 | |
Home Depot (HD) | 0.7 | $735k | 4.8k | 153.38 | |
Visa (V) | 0.7 | $736k | 7.9k | 93.73 | |
Tortoise MLP Fund | 0.7 | $709k | 37k | 19.29 | |
Dick's Sporting Goods (DKS) | 0.7 | $696k | 18k | 39.81 | |
Celgene Corporation | 0.6 | $683k | 5.3k | 129.92 | |
Red Hat | 0.5 | $518k | 5.4k | 95.75 | |
Vanguard Total Bond Market ETF (BND) | 0.5 | $515k | 6.3k | 81.78 | |
GlaxoSmithKline | 0.4 | $467k | 11k | 43.09 | |
SPDR S&P Dividend (SDY) | 0.4 | $430k | 4.8k | 88.82 | |
Charles Schwab Corporation (SCHW) | 0.3 | $377k | 8.8k | 42.91 | |
Shire | 0.3 | $353k | 2.1k | 165.34 | |
Weyerhaeuser Company (WY) | 0.3 | $288k | 8.6k | 33.51 | |
Merck & Co (MRK) | 0.2 | $258k | 4.0k | 64.21 | |
Delta Air Lines (DAL) | 0.2 | $259k | 4.8k | 53.71 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $227k | 4.0k | 56.65 | |
Health Care SPDR (XLV) | 0.2 | $224k | 2.8k | 79.26 | |
Wells Fargo & Company (WFC) | 0.2 | $223k | 4.0k | 55.51 | |
Clorox Company (CLX) | 0.2 | $218k | 1.6k | 133.25 |