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 |