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 |