United Bank as of Sept. 30, 2018
Portfolio Holdings for United Bank
United Bank holds 76 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares MSCI EAFE Index Fund (EFA) | 6.9 | $8.8M | 129k | 67.99 | |
| Vanguard REIT ETF (VNQ) | 4.6 | $5.8M | 72k | 80.68 | |
| Spdr Index Shs Fds s^p global nat res (GNR) | 3.3 | $4.2M | 83k | 50.56 | |
| Vanguard Emerging Markets ETF (VWO) | 3.1 | $4.0M | 97k | 41.00 | |
| Apple (AAPL) | 2.7 | $3.4M | 15k | 225.76 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $3.3M | 29k | 112.84 | |
| Coca-Cola Company (KO) | 2.5 | $3.1M | 67k | 46.19 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $3.1M | 2.6k | 1207.15 | |
| Technology SPDR (XLK) | 2.2 | $2.8M | 38k | 75.34 | |
| Financial Select Sector SPDR (XLF) | 2.2 | $2.8M | 102k | 27.58 | |
| iShares S&P 500 Growth Index (IVW) | 2.2 | $2.7M | 16k | 177.20 | |
| Microsoft Corporation (MSFT) | 2.2 | $2.7M | 24k | 114.37 | |
| iShares S&P MidCap 400 Index (IJH) | 2.1 | $2.7M | 13k | 201.29 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.1 | $2.7M | 31k | 87.23 | |
| Johnson & Johnson (JNJ) | 2.1 | $2.7M | 19k | 138.16 | |
| Pfizer (PFE) | 2.0 | $2.6M | 58k | 44.07 | |
| Vanguard Value ETF (VTV) | 1.9 | $2.4M | 21k | 110.68 | |
| Verizon Communications (VZ) | 1.8 | $2.2M | 42k | 53.39 | |
| Procter & Gamble Company (PG) | 1.8 | $2.2M | 27k | 83.23 | |
| Walt Disney Company (DIS) | 1.8 | $2.2M | 19k | 116.95 | |
| Nike (NKE) | 1.8 | $2.2M | 26k | 84.73 | |
| Lowe's Companies (LOW) | 1.7 | $2.2M | 19k | 114.82 | |
| Abbott Laboratories (ABT) | 1.6 | $2.0M | 28k | 73.34 | |
| Boeing Company (BA) | 1.6 | $2.0M | 5.4k | 371.87 | |
| Duke Energy (DUK) | 1.5 | $1.9M | 24k | 80.03 | |
| salesforce (CRM) | 1.5 | $1.9M | 12k | 159.06 | |
| Dowdupont | 1.4 | $1.8M | 28k | 64.30 | |
| McDonald's Corporation (MCD) | 1.4 | $1.8M | 11k | 167.34 | |
| Berkshire Hathaway (BRK.B) | 1.4 | $1.8M | 8.2k | 214.14 | |
| Intel Corporation (INTC) | 1.4 | $1.8M | 37k | 47.29 | |
| Citigroup (C) | 1.4 | $1.7M | 24k | 71.72 | |
| Intercontinental Exchange (ICE) | 1.4 | $1.7M | 23k | 74.87 | |
| Norfolk Southern (NSC) | 1.3 | $1.7M | 9.3k | 180.48 | |
| Industrial SPDR (XLI) | 1.3 | $1.7M | 21k | 78.38 | |
| Chevron Corporation (CVX) | 1.3 | $1.6M | 13k | 122.26 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $1.6M | 19k | 85.04 | |
| Allstate Corporation (ALL) | 1.3 | $1.6M | 16k | 98.70 | |
| Visa (V) | 1.3 | $1.6M | 11k | 150.10 | |
| Energy Select Sector SPDR (XLE) | 1.3 | $1.6M | 21k | 75.76 | |
| Bristol Myers Squibb (BMY) | 1.2 | $1.6M | 25k | 62.07 | |
| Costco Wholesale Corporation (COST) | 1.2 | $1.5M | 6.4k | 234.94 | |
| First Trust Morningstar Divid Ledr (FDL) | 1.2 | $1.5M | 51k | 29.82 | |
| Starbucks Corporation (SBUX) | 1.1 | $1.4M | 25k | 56.84 | |
| Zimmer Holdings (ZBH) | 1.0 | $1.3M | 9.6k | 131.49 | |
| Home Depot (HD) | 1.0 | $1.2M | 5.9k | 207.07 | |
| Southern Company (SO) | 0.9 | $1.2M | 27k | 43.61 | |
| Express Scripts Holding | 0.9 | $1.2M | 13k | 95.02 | |
| Oracle Corporation (ORCL) | 0.9 | $1.2M | 23k | 51.58 | |
| At&t (T) | 0.9 | $1.1M | 33k | 33.57 | |
| Biogen Idec (BIIB) | 0.8 | $986k | 2.8k | 353.41 | |
| Honeywell International (HON) | 0.7 | $929k | 5.6k | 166.40 | |
| CVS Caremark Corporation (CVS) | 0.7 | $828k | 11k | 78.76 | |
| General Dynamics Corporation (GD) | 0.7 | $818k | 4.0k | 204.81 | |
| Mondelez Int (MDLZ) | 0.6 | $795k | 19k | 42.95 | |
| Pepsi (PEP) | 0.6 | $787k | 7.0k | 111.79 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $587k | 12k | 49.18 | |
| Red Hat | 0.5 | $586k | 4.3k | 136.22 | |
| United Parcel Service (UPS) | 0.4 | $562k | 4.8k | 116.69 | |
| NVIDIA Corporation (NVDA) | 0.4 | $554k | 2.0k | 280.79 | |
| TJX Companies (TJX) | 0.4 | $486k | 4.3k | 112.01 | |
| SPDR S&P Dividend (SDY) | 0.3 | $416k | 4.3k | 97.88 | |
| Halliburton Company (HAL) | 0.3 | $402k | 9.9k | 40.54 | |
| Alliance Data Systems Corporation (BFH) | 0.3 | $402k | 1.7k | 236.05 | |
| Facebook Inc cl a (META) | 0.3 | $352k | 2.1k | 164.56 | |
| Schlumberger (SLB) | 0.3 | $337k | 5.5k | 60.83 | |
| PNC Financial Services (PNC) | 0.3 | $335k | 2.5k | 136.18 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $314k | 3.0k | 105.48 | |
| Merck & Co (MRK) | 0.2 | $302k | 4.3k | 71.03 | |
| EOG Resources (EOG) | 0.2 | $284k | 2.2k | 127.64 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $268k | 4.0k | 66.88 | |
| Shire | 0.2 | $263k | 1.4k | 181.50 | |
| Estee Lauder Companies (EL) | 0.2 | $272k | 1.9k | 145.45 | |
| Celgene Corporation | 0.2 | $263k | 2.9k | 89.33 | |
| Tortoise MLP Fund | 0.2 | $235k | 15k | 16.08 | |
| E TRADE Financial Corporation | 0.2 | $230k | 4.4k | 52.44 | |
| Senseonics Hldgs (SENS) | 0.1 | $114k | 24k | 4.75 |