United Bank as of Sept. 30, 2017
Portfolio Holdings for United Bank
United Bank holds 70 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard REIT ETF (VNQ) | 4.3 | $4.6M | 55k | 83.09 | |
Coca-Cola Company (KO) | 3.8 | $4.0M | 89k | 45.01 | |
JPMorgan Chase & Co. (JPM) | 3.1 | $3.3M | 35k | 95.52 | |
Financial Select Sector SPDR (XLF) | 3.0 | $3.2M | 125k | 25.86 | |
iShares S&P 500 Growth Index (IVW) | 2.7 | $2.9M | 20k | 143.43 | |
Vanguard Value ETF (VTV) | 2.5 | $2.7M | 27k | 99.81 | |
Alphabet Inc Class A cs (GOOGL) | 2.5 | $2.7M | 2.7k | 973.69 | |
Procter & Gamble Company (PG) | 2.5 | $2.6M | 29k | 90.98 | |
Spdr Index Shs Fds s^p global nat res (GNR) | 2.5 | $2.6M | 57k | 45.97 | |
Apple (AAPL) | 2.4 | $2.6M | 17k | 154.10 | |
Johnson & Johnson (JNJ) | 2.3 | $2.4M | 19k | 130.03 | |
Dowdupont | 2.1 | $2.2M | 32k | 69.24 | |
Pfizer (PFE) | 2.1 | $2.2M | 62k | 35.69 | |
Technology SPDR (XLK) | 2.1 | $2.2M | 38k | 59.11 | |
Verizon Communications (VZ) | 2.0 | $2.2M | 44k | 49.49 | |
Vanguard Emerging Markets ETF (VWO) | 2.0 | $2.1M | 49k | 43.56 | |
Microsoft Corporation (MSFT) | 1.9 | $2.1M | 28k | 74.50 | |
iShares S&P SmallCap 600 Index (IJR) | 1.9 | $2.0M | 27k | 74.21 | |
iShares S&P MidCap 400 Index (IJH) | 1.9 | $2.0M | 11k | 178.91 | |
McDonald's Corporation (MCD) | 1.8 | $2.0M | 13k | 156.66 | |
Southern Company (SO) | 1.8 | $1.9M | 39k | 49.14 | |
General Electric Company | 1.8 | $1.9M | 78k | 24.18 | |
Chevron Corporation (CVX) | 1.7 | $1.8M | 16k | 117.52 | |
Intel Corporation (INTC) | 1.7 | $1.8M | 49k | 38.08 | |
Duke Energy (DUK) | 1.7 | $1.8M | 22k | 83.92 | |
Boeing Company (BA) | 1.7 | $1.8M | 7.0k | 254.17 | |
Exxon Mobil Corporation (XOM) | 1.6 | $1.8M | 22k | 81.96 | |
First Trust Morningstar Divid Ledr (FDL) | 1.6 | $1.7M | 60k | 29.02 | |
Lowe's Companies (LOW) | 1.5 | $1.6M | 20k | 79.93 | |
Citigroup (C) | 1.5 | $1.6M | 22k | 72.72 | |
Energy Select Sector SPDR (XLE) | 1.5 | $1.6M | 23k | 68.46 | |
Abbott Laboratories (ABT) | 1.5 | $1.6M | 29k | 53.36 | |
Allstate Corporation (ALL) | 1.4 | $1.5M | 17k | 91.91 | |
Berkshire Hathaway (BRK.B) | 1.4 | $1.5M | 8.2k | 183.29 | |
Walt Disney Company (DIS) | 1.4 | $1.5M | 15k | 98.56 | |
Oracle Corporation (ORCL) | 1.4 | $1.5M | 31k | 48.36 | |
Nike (NKE) | 1.4 | $1.5M | 28k | 51.85 | |
Intercontinental Exchange (ICE) | 1.3 | $1.4M | 21k | 68.72 | |
United Parcel Service (UPS) | 1.3 | $1.4M | 12k | 120.09 | |
CVS Caremark Corporation (CVS) | 1.3 | $1.4M | 17k | 81.30 | |
At&t (T) | 1.3 | $1.3M | 34k | 39.17 | |
Allergan | 1.2 | $1.3M | 6.4k | 205.01 | |
salesforce (CRM) | 1.2 | $1.3M | 14k | 93.41 | |
Pepsi (PEP) | 1.2 | $1.3M | 11k | 111.41 | |
Norfolk Southern (NSC) | 1.2 | $1.2M | 9.3k | 132.29 | |
Starbucks Corporation (SBUX) | 1.1 | $1.2M | 22k | 53.73 | |
Zimmer Holdings (ZBH) | 1.1 | $1.2M | 9.9k | 117.09 | |
Costco Wholesale Corporation (COST) | 1.0 | $1.0M | 6.3k | 164.28 | |
Express Scripts Holding | 0.9 | $1.0M | 16k | 63.31 | |
Biogen Idec (BIIB) | 0.9 | $965k | 3.1k | 313.11 | |
Mondelez Int (MDLZ) | 0.8 | $860k | 21k | 40.67 | |
Schlumberger (SLB) | 0.8 | $847k | 12k | 69.75 | |
Visa (V) | 0.8 | $830k | 7.9k | 105.29 | |
Home Depot (HD) | 0.7 | $775k | 4.7k | 163.50 | |
Celgene Corporation | 0.7 | $753k | 5.2k | 145.73 | |
Tortoise MLP Fund | 0.6 | $663k | 37k | 18.13 | |
Red Hat | 0.6 | $582k | 5.3k | 110.84 | |
Charles Schwab Corporation (SCHW) | 0.5 | $575k | 13k | 43.73 | |
SPDR S&P Dividend (SDY) | 0.4 | $468k | 5.1k | 91.39 | |
Dick's Sporting Goods (DKS) | 0.4 | $463k | 17k | 27.01 | |
GlaxoSmithKline | 0.4 | $405k | 10k | 40.58 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $317k | 3.9k | 82.02 | |
Weyerhaeuser Company (WY) | 0.3 | $294k | 8.7k | 33.98 | |
Shire | 0.3 | $301k | 2.0k | 153.34 | |
Industrial SPDR (XLI) | 0.3 | $301k | 4.2k | 71.06 | |
Merck & Co (MRK) | 0.2 | $257k | 4.0k | 63.96 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $239k | 4.0k | 59.65 | |
Delta Air Lines (DAL) | 0.2 | $233k | 4.8k | 48.32 | |
Health Care SPDR (XLV) | 0.2 | $227k | 2.8k | 81.60 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $226k | 2.1k | 109.76 |