United Bank as of March 31, 2018
Portfolio Holdings for United Bank
United Bank holds 70 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares MSCI EAFE Index Fund (EFA) | 7.1 | $7.8M | 112k | 69.68 | |
| Vanguard REIT ETF (VNQ) | 4.1 | $4.5M | 59k | 75.48 | |
| Vanguard Emerging Markets ETF (VWO) | 3.3 | $3.6M | 78k | 46.98 | |
| Coca-Cola Company (KO) | 3.2 | $3.5M | 82k | 43.43 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $3.3M | 30k | 109.98 | |
| Financial Select Sector SPDR (XLF) | 3.0 | $3.3M | 118k | 27.57 | |
| Spdr Index Shs Fds s^p global nat res (GNR) | 3.0 | $3.3M | 67k | 48.38 | |
| iShares S&P 500 Growth Index (IVW) | 2.4 | $2.7M | 17k | 155.04 | |
| Apple (AAPL) | 2.3 | $2.6M | 15k | 167.79 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $2.5M | 2.4k | 1037.19 | |
| Intel Corporation (INTC) | 2.2 | $2.4M | 46k | 52.09 | |
| Johnson & Johnson (JNJ) | 2.2 | $2.4M | 19k | 128.16 | |
| Vanguard Value ETF (VTV) | 2.2 | $2.4M | 23k | 103.20 | |
| Technology SPDR (XLK) | 2.1 | $2.4M | 36k | 65.43 | |
| Microsoft Corporation (MSFT) | 2.1 | $2.3M | 26k | 91.26 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.0 | $2.3M | 29k | 77.00 | |
| iShares S&P MidCap 400 Index (IJH) | 2.0 | $2.2M | 12k | 187.59 | |
| Procter & Gamble Company (PG) | 2.0 | $2.2M | 28k | 79.27 | |
| Boeing Company (BA) | 1.8 | $2.0M | 6.1k | 327.87 | |
| Pfizer (PFE) | 1.8 | $2.0M | 56k | 35.49 | |
| Nike (NKE) | 1.7 | $1.9M | 29k | 66.44 | |
| Verizon Communications (VZ) | 1.7 | $1.8M | 39k | 47.81 | |
| Dowdupont | 1.7 | $1.8M | 29k | 63.72 | |
| Abbott Laboratories (ABT) | 1.6 | $1.7M | 29k | 59.93 | |
| Duke Energy (DUK) | 1.6 | $1.7M | 22k | 77.45 | |
| Southern Company (SO) | 1.5 | $1.6M | 36k | 44.65 | |
| Chevron Corporation (CVX) | 1.5 | $1.6M | 14k | 114.02 | |
| First Trust Morningstar Divid Ledr (FDL) | 1.4 | $1.6M | 56k | 28.24 | |
| Lowe's Companies (LOW) | 1.4 | $1.6M | 18k | 87.75 | |
| McDonald's Corporation (MCD) | 1.4 | $1.6M | 10k | 156.36 | |
| Berkshire Hathaway (BRK.B) | 1.4 | $1.5M | 7.8k | 199.48 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $1.5M | 20k | 74.62 | |
| Allstate Corporation (ALL) | 1.4 | $1.5M | 16k | 94.83 | |
| salesforce (CRM) | 1.3 | $1.5M | 13k | 116.28 | |
| Intercontinental Exchange (ICE) | 1.3 | $1.4M | 19k | 72.51 | |
| Energy Select Sector SPDR (XLE) | 1.2 | $1.4M | 21k | 67.40 | |
| Walt Disney Company (DIS) | 1.2 | $1.3M | 13k | 100.44 | |
| Norfolk Southern (NSC) | 1.2 | $1.3M | 9.6k | 135.82 | |
| Citigroup (C) | 1.2 | $1.3M | 19k | 67.48 | |
| Starbucks Corporation (SBUX) | 1.1 | $1.2M | 21k | 57.89 | |
| At&t (T) | 1.1 | $1.2M | 33k | 35.66 | |
| Oracle Corporation (ORCL) | 1.1 | $1.2M | 25k | 45.74 | |
| Costco Wholesale Corporation (COST) | 1.1 | $1.2M | 6.1k | 188.47 | |
| Visa (V) | 1.0 | $1.1M | 9.6k | 119.60 | |
| United Parcel Service (UPS) | 1.0 | $1.1M | 10k | 104.67 | |
| Home Depot (HD) | 0.9 | $1.0M | 5.7k | 178.27 | |
| Pepsi (PEP) | 0.8 | $924k | 8.5k | 109.14 | |
| Industrial SPDR (XLI) | 0.8 | $921k | 12k | 74.29 | |
| Express Scripts Holding | 0.8 | $928k | 13k | 69.06 | |
| Mondelez Int (MDLZ) | 0.8 | $920k | 22k | 41.73 | |
| Zimmer Holdings (ZBH) | 0.8 | $863k | 7.9k | 109.03 | |
| Red Hat | 0.7 | $748k | 5.0k | 149.48 | |
| Biogen Idec (BIIB) | 0.7 | $746k | 2.7k | 273.86 | |
| CVS Caremark Corporation (CVS) | 0.7 | $728k | 12k | 62.24 | |
| Bristol Myers Squibb (BMY) | 0.6 | $706k | 11k | 63.28 | |
| Honeywell International (HON) | 0.5 | $597k | 4.1k | 144.41 | |
| Carnival Corporation (CCL) | 0.4 | $458k | 7.0k | 65.59 | |
| SPDR S&P Dividend (SDY) | 0.4 | $463k | 5.1k | 91.11 | |
| Schlumberger (SLB) | 0.4 | $432k | 6.7k | 64.81 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $410k | 7.8k | 52.26 | |
| PNC Financial Services (PNC) | 0.3 | $383k | 2.5k | 151.08 | |
| Celgene Corporation | 0.3 | $371k | 4.2k | 89.18 | |
| iShares Lehman Aggregate Bond (AGG) | 0.3 | $319k | 3.0k | 107.15 | |
| Tortoise MLP Fund | 0.3 | $301k | 19k | 15.96 | |
| Weyerhaeuser Company (WY) | 0.3 | $281k | 8.0k | 34.98 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $273k | 4.0k | 68.13 | |
| Health Care SPDR (XLV) | 0.2 | $259k | 3.2k | 81.47 | |
| Shire | 0.2 | $245k | 1.6k | 149.12 | |
| GlaxoSmithKline | 0.2 | $232k | 5.9k | 39.03 | |
| Merck & Co (MRK) | 0.2 | $225k | 4.1k | 54.43 |