United Bank as of Dec. 31, 2017
Portfolio Holdings for United Bank
United Bank holds 72 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares MSCI EAFE Index Fund (EFA) | 5.7 | $6.7M | 95k | 70.31 | |
| Vanguard REIT ETF (VNQ) | 4.2 | $4.9M | 59k | 82.98 | |
| Coca-Cola Company (KO) | 3.3 | $3.9M | 84k | 45.88 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $3.4M | 32k | 106.94 | |
| Financial Select Sector SPDR (XLF) | 2.9 | $3.4M | 120k | 27.91 | |
| Spdr Index Shs Fds s^p global nat res (GNR) | 2.6 | $3.0M | 62k | 49.07 | |
| Vanguard Emerging Markets ETF (VWO) | 2.5 | $2.9M | 64k | 45.90 | |
| iShares S&P 500 Growth Index (IVW) | 2.5 | $2.9M | 19k | 152.77 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $2.8M | 2.7k | 1053.58 | |
| Apple (AAPL) | 2.3 | $2.7M | 16k | 169.24 | |
| Vanguard Value ETF (VTV) | 2.3 | $2.7M | 25k | 106.31 | |
| Johnson & Johnson (JNJ) | 2.2 | $2.6M | 19k | 139.74 | |
| Procter & Gamble Company (PG) | 2.2 | $2.6M | 28k | 91.88 | |
| Technology SPDR (XLK) | 2.0 | $2.4M | 37k | 63.94 | |
| Verizon Communications (VZ) | 2.0 | $2.3M | 44k | 52.94 | |
| Pfizer (PFE) | 1.9 | $2.2M | 62k | 36.21 | |
| Microsoft Corporation (MSFT) | 1.9 | $2.2M | 26k | 85.53 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.9 | $2.2M | 28k | 76.81 | |
| Intel Corporation (INTC) | 1.9 | $2.2M | 47k | 46.16 | |
| iShares S&P MidCap 400 Index (IJH) | 1.9 | $2.2M | 12k | 189.76 | |
| Dowdupont | 1.8 | $2.2M | 30k | 71.20 | |
| Chevron Corporation (CVX) | 1.7 | $2.0M | 16k | 125.16 | |
| McDonald's Corporation (MCD) | 1.6 | $1.9M | 11k | 172.11 | |
| Boeing Company (BA) | 1.6 | $1.9M | 6.5k | 294.91 | |
| Southern Company (SO) | 1.6 | $1.9M | 40k | 48.09 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $1.9M | 23k | 83.66 | |
| Duke Energy (DUK) | 1.6 | $1.9M | 22k | 84.09 | |
| Lowe's Companies (LOW) | 1.6 | $1.9M | 20k | 92.92 | |
| Nike (NKE) | 1.6 | $1.8M | 29k | 62.54 | |
| First Trust Morningstar Divid Ledr (FDL) | 1.5 | $1.8M | 59k | 30.09 | |
| Abbott Laboratories (ABT) | 1.4 | $1.7M | 30k | 57.06 | |
| Walt Disney Company (DIS) | 1.4 | $1.7M | 16k | 107.51 | |
| Allstate Corporation (ALL) | 1.4 | $1.6M | 16k | 104.71 | |
| Energy Select Sector SPDR (XLE) | 1.4 | $1.6M | 23k | 72.26 | |
| Intercontinental Exchange (ICE) | 1.4 | $1.6M | 22k | 70.57 | |
| Berkshire Hathaway (BRK.B) | 1.3 | $1.5M | 7.7k | 198.24 | |
| United Parcel Service (UPS) | 1.3 | $1.5M | 12k | 119.12 | |
| Citigroup (C) | 1.3 | $1.5M | 20k | 74.42 | |
| Oracle Corporation (ORCL) | 1.2 | $1.4M | 30k | 47.29 | |
| Norfolk Southern (NSC) | 1.2 | $1.4M | 9.7k | 144.93 | |
| At&t (T) | 1.2 | $1.4M | 36k | 38.88 | |
| Starbucks Corporation (SBUX) | 1.1 | $1.3M | 23k | 57.41 | |
| salesforce (CRM) | 1.1 | $1.3M | 13k | 102.24 | |
| Pepsi (PEP) | 1.1 | $1.3M | 11k | 119.90 | |
| Express Scripts Holding | 1.1 | $1.3M | 17k | 74.65 | |
| Zimmer Holdings (ZBH) | 1.0 | $1.2M | 9.8k | 120.64 | |
| Costco Wholesale Corporation (COST) | 1.0 | $1.1M | 6.1k | 186.10 | |
| Visa (V) | 0.9 | $1.1M | 9.4k | 114.04 | |
| CVS Caremark Corporation (CVS) | 0.9 | $999k | 14k | 72.49 | |
| Home Depot (HD) | 0.8 | $966k | 5.1k | 189.45 | |
| Biogen Idec (BIIB) | 0.8 | $965k | 3.0k | 318.48 | |
| Mondelez Int (MDLZ) | 0.8 | $929k | 22k | 42.82 | |
| Industrial SPDR (XLI) | 0.8 | $887k | 12k | 75.68 | |
| Schlumberger (SLB) | 0.5 | $633k | 9.4k | 67.41 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $616k | 12k | 51.35 | |
| Red Hat | 0.5 | $620k | 5.2k | 120.06 | |
| Celgene Corporation | 0.4 | $502k | 4.8k | 104.39 | |
| SPDR S&P Dividend (SDY) | 0.4 | $487k | 5.2k | 94.43 | |
| Bristol Myers Squibb (BMY) | 0.4 | $476k | 7.8k | 61.24 | |
| Carnival Corporation (CCL) | 0.4 | $465k | 7.0k | 66.41 | |
| General Electric Company | 0.3 | $391k | 22k | 17.44 | |
| PNC Financial Services (PNC) | 0.3 | $366k | 2.5k | 144.38 | |
| Tortoise MLP Fund | 0.3 | $335k | 19k | 17.55 | |
| iShares Lehman Aggregate Bond (AGG) | 0.3 | $325k | 3.0k | 109.17 | |
| Weyerhaeuser Company (WY) | 0.3 | $299k | 8.5k | 35.25 | |
| Honeywell International (HON) | 0.2 | $278k | 1.8k | 153.42 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $259k | 4.0k | 64.64 | |
| GlaxoSmithKline | 0.2 | $260k | 7.3k | 35.48 | |
| Merck & Co (MRK) | 0.2 | $251k | 4.5k | 56.29 | |
| Health Care SPDR (XLV) | 0.2 | $238k | 2.9k | 82.78 | |
| Delta Air Lines (DAL) | 0.2 | $232k | 4.1k | 56.09 | |
| Wells Fargo & Company (WFC) | 0.2 | $214k | 3.5k | 60.57 |