United Bank as of Dec. 31, 2018
Portfolio Holdings for United Bank
United Bank holds 75 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares MSCI EAFE Index Fund (EFA) | 7.8 | $8.5M | 145k | 58.78 | |
| Vanguard REIT ETF (VNQ) | 4.6 | $5.0M | 68k | 74.57 | |
| Vanguard Emerging Markets ETF (VWO) | 3.2 | $3.5M | 93k | 38.10 | |
| Spdr Index Shs Fds s^p global nat res (GNR) | 3.2 | $3.5M | 85k | 41.24 | |
| Coca-Cola Company (KO) | 2.8 | $3.1M | 65k | 47.35 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $2.8M | 29k | 97.61 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $2.7M | 2.6k | 1044.93 | |
| Pfizer (PFE) | 2.2 | $2.4M | 56k | 43.65 | |
| Procter & Gamble Company (PG) | 2.2 | $2.4M | 26k | 91.92 | |
| iShares S&P MidCap 400 Index (IJH) | 2.1 | $2.3M | 14k | 166.04 | |
| Apple (AAPL) | 2.1 | $2.3M | 15k | 157.74 | |
| iShares S&P 500 Growth Index (IVW) | 2.1 | $2.3M | 15k | 150.65 | |
| Financial Select Sector SPDR (XLF) | 2.1 | $2.3M | 96k | 23.82 | |
| Technology SPDR (XLK) | 2.1 | $2.3M | 37k | 61.98 | |
| Microsoft Corporation (MSFT) | 2.1 | $2.3M | 22k | 101.57 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.1 | $2.3M | 33k | 69.32 | |
| Verizon Communications (VZ) | 2.0 | $2.2M | 38k | 56.23 | |
| Vanguard Value ETF (VTV) | 1.9 | $2.1M | 21k | 97.93 | |
| Walt Disney Company (DIS) | 1.9 | $2.1M | 19k | 109.67 | |
| Johnson & Johnson (JNJ) | 1.9 | $2.0M | 16k | 129.05 | |
| Duke Energy (DUK) | 1.8 | $2.0M | 23k | 86.29 | |
| Intel Corporation (INTC) | 1.8 | $2.0M | 42k | 46.92 | |
| Abbott Laboratories (ABT) | 1.8 | $2.0M | 27k | 72.32 | |
| Lowe's Companies (LOW) | 1.8 | $1.9M | 21k | 92.37 | |
| Nike (NKE) | 1.7 | $1.9M | 25k | 74.14 | |
| McDonald's Corporation (MCD) | 1.7 | $1.8M | 10k | 177.60 | |
| Berkshire Hathaway (BRK.B) | 1.5 | $1.7M | 8.1k | 204.18 | |
| Boeing Company (BA) | 1.5 | $1.6M | 5.1k | 322.52 | |
| Starbucks Corporation (SBUX) | 1.5 | $1.6M | 25k | 64.38 | |
| Chevron Corporation (CVX) | 1.4 | $1.6M | 14k | 108.77 | |
| salesforce (CRM) | 1.4 | $1.5M | 11k | 136.93 | |
| Dowdupont | 1.3 | $1.4M | 27k | 53.49 | |
| Visa (V) | 1.3 | $1.4M | 11k | 131.97 | |
| Norfolk Southern (NSC) | 1.3 | $1.4M | 9.2k | 149.58 | |
| Intercontinental Exchange (ICE) | 1.2 | $1.4M | 18k | 75.30 | |
| Industrial SPDR (XLI) | 1.2 | $1.3M | 21k | 64.43 | |
| Allstate Corporation (ALL) | 1.2 | $1.3M | 16k | 82.61 | |
| First Trust Morningstar Divid Ledr (FDL) | 1.2 | $1.3M | 49k | 27.23 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.3M | 19k | 68.20 | |
| Bristol Myers Squibb (BMY) | 1.2 | $1.3M | 25k | 51.98 | |
| Citigroup (C) | 1.2 | $1.3M | 24k | 52.07 | |
| Costco Wholesale Corporation (COST) | 1.1 | $1.2M | 5.8k | 203.73 | |
| Southern Company (SO) | 1.0 | $1.1M | 25k | 43.92 | |
| Zimmer Holdings (ZBH) | 1.0 | $1.0M | 10k | 103.74 | |
| Oracle Corporation (ORCL) | 0.9 | $937k | 21k | 45.15 | |
| Energy Select Sector SPDR (XLE) | 0.8 | $874k | 15k | 57.38 | |
| Honeywell International (HON) | 0.8 | $864k | 6.5k | 132.13 | |
| Home Depot (HD) | 0.7 | $762k | 4.4k | 171.82 | |
| Pepsi (PEP) | 0.7 | $750k | 6.8k | 110.52 | |
| General Dynamics Corporation (GD) | 0.7 | $717k | 4.6k | 157.24 | |
| Biogen Idec (BIIB) | 0.7 | $710k | 2.4k | 300.85 | |
| SPDR S&P Dividend (SDY) | 0.6 | $606k | 6.8k | 89.59 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $591k | 14k | 41.50 | |
| Mondelez Int (MDLZ) | 0.6 | $599k | 15k | 40.06 | |
| Cigna Corp (CI) | 0.5 | $549k | 2.9k | 189.77 | |
| CVS Caremark Corporation (CVS) | 0.5 | $541k | 8.3k | 65.51 | |
| TJX Companies (TJX) | 0.5 | $506k | 11k | 44.75 | |
| At&t (T) | 0.4 | $406k | 14k | 28.54 | |
| Amazon (AMZN) | 0.4 | $392k | 261.00 | 1501.92 | |
| United Parcel Service (UPS) | 0.3 | $363k | 3.7k | 97.66 | |
| Estee Lauder Companies (EL) | 0.3 | $337k | 2.6k | 130.07 | |
| Halliburton Company (HAL) | 0.3 | $313k | 12k | 26.59 | |
| EOG Resources (EOG) | 0.3 | $308k | 3.5k | 87.10 | |
| iShares Lehman Aggregate Bond (AGG) | 0.3 | $306k | 2.9k | 106.55 | |
| PNC Financial Services (PNC) | 0.3 | $288k | 2.5k | 117.07 | |
| Merck & Co (MRK) | 0.3 | $291k | 3.8k | 76.30 | |
| iShares S&P 500 Index (IVV) | 0.3 | $284k | 1.1k | 251.33 | |
| Red Hat | 0.2 | $274k | 1.6k | 175.75 | |
| E TRADE Financial Corporation | 0.2 | $255k | 5.8k | 43.81 | |
| Shire | 0.2 | $242k | 1.4k | 173.85 | |
| Facebook Inc cl a (META) | 0.2 | $240k | 1.8k | 131.29 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $202k | 4.0k | 50.41 | |
| Alliance Data Systems Corporation (BFH) | 0.2 | $211k | 1.4k | 150.18 | |
| Tortoise MLP Fund | 0.2 | $176k | 14k | 12.28 | |
| Senseonics Hldgs (SENS) | 0.1 | $62k | 24k | 2.58 |