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 |