United Bank as of March 31, 2019
Portfolio Holdings for United Bank
United Bank holds 78 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares MSCI EAFE Index Fund (EFA) | 7.6 | $9.6M | 148k | 64.86 | |
| Vanguard REIT ETF (VNQ) | 5.2 | $6.5M | 75k | 86.91 | |
| Spdr Index Shs Fds s^p global nat res (GNR) | 3.3 | $4.1M | 89k | 46.23 | |
| Vanguard Emerging Markets ETF (VWO) | 3.2 | $4.0M | 93k | 42.50 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $3.1M | 2.7k | 1176.74 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $3.0M | 30k | 101.23 | |
| Apple (AAPL) | 2.4 | $3.0M | 16k | 189.94 | |
| Technology SPDR (XLK) | 2.3 | $2.9M | 39k | 73.99 | |
| Microsoft Corporation (MSFT) | 2.3 | $2.9M | 25k | 117.93 | |
| iShares S&P MidCap 400 Index (IJH) | 2.2 | $2.8M | 15k | 189.42 | |
| Coca-Cola Company (KO) | 2.2 | $2.7M | 58k | 46.85 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.1 | $2.6M | 34k | 77.16 | |
| Procter & Gamble Company (PG) | 2.1 | $2.6M | 25k | 104.04 | |
| iShares S&P 500 Growth Index (IVW) | 2.0 | $2.6M | 15k | 172.39 | |
| Pfizer (PFE) | 1.9 | $2.4M | 56k | 42.47 | |
| Abbott Laboratories (ABT) | 1.9 | $2.3M | 29k | 79.93 | |
| Financial Select Sector SPDR (XLF) | 1.8 | $2.3M | 89k | 25.71 | |
| Intel Corporation (INTC) | 1.8 | $2.2M | 42k | 53.70 | |
| Vanguard Value ETF (VTV) | 1.8 | $2.2M | 21k | 107.62 | |
| Verizon Communications (VZ) | 1.7 | $2.2M | 37k | 59.14 | |
| Lowe's Companies (LOW) | 1.7 | $2.2M | 20k | 109.47 | |
| Walt Disney Company (DIS) | 1.7 | $2.1M | 19k | 111.05 | |
| Duke Energy (DUK) | 1.7 | $2.1M | 23k | 89.98 | |
| Nike (NKE) | 1.6 | $2.0M | 24k | 84.22 | |
| McDonald's Corporation (MCD) | 1.6 | $2.0M | 10k | 189.87 | |
| Boeing Company (BA) | 1.5 | $1.9M | 5.1k | 381.34 | |
| Chevron Corporation (CVX) | 1.5 | $1.8M | 15k | 123.18 | |
| Starbucks Corporation (SBUX) | 1.4 | $1.8M | 25k | 74.32 | |
| Norfolk Southern (NSC) | 1.4 | $1.7M | 9.3k | 186.91 | |
| Industrial SPDR (XLI) | 1.4 | $1.7M | 23k | 75.01 | |
| Berkshire Hathaway (BRK.B) | 1.3 | $1.7M | 8.4k | 200.89 | |
| Visa (V) | 1.3 | $1.7M | 11k | 156.20 | |
| Intercontinental Exchange (ICE) | 1.3 | $1.7M | 22k | 76.13 | |
| salesforce (CRM) | 1.3 | $1.7M | 11k | 158.36 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $1.6M | 20k | 80.82 | |
| Allstate Corporation (ALL) | 1.3 | $1.6M | 17k | 94.21 | |
| Costco Wholesale Corporation (COST) | 1.3 | $1.6M | 6.6k | 242.15 | |
| Citigroup (C) | 1.2 | $1.5M | 24k | 62.20 | |
| Dowdupont | 1.2 | $1.5M | 28k | 53.31 | |
| First Trust Morningstar Divid Ledr (FDL) | 1.1 | $1.4M | 47k | 30.16 | |
| Zimmer Holdings (ZBH) | 1.1 | $1.4M | 11k | 127.69 | |
| Bristol Myers Squibb (BMY) | 1.0 | $1.3M | 27k | 47.72 | |
| Southern Company (SO) | 1.0 | $1.2M | 24k | 51.67 | |
| Health Care SPDR (XLV) | 0.9 | $1.2M | 13k | 91.77 | |
| Oracle Corporation (ORCL) | 0.9 | $1.2M | 22k | 53.71 | |
| Amazon (AMZN) | 0.9 | $1.1M | 645.00 | 1781.40 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.1M | 8.0k | 139.76 | |
| Honeywell International (HON) | 0.9 | $1.1M | 7.0k | 158.93 | |
| Energy Select Sector SPDR (XLE) | 0.8 | $1.0M | 15k | 66.09 | |
| Alexion Pharmaceuticals | 0.7 | $929k | 6.9k | 135.11 | |
| Home Depot (HD) | 0.7 | $830k | 4.3k | 191.86 | |
| Pepsi (PEP) | 0.6 | $803k | 6.6k | 122.48 | |
| General Dynamics Corporation (GD) | 0.6 | $802k | 4.7k | 169.20 | |
| At&t (T) | 0.6 | $785k | 25k | 31.37 | |
| Mondelez Int (MDLZ) | 0.6 | $748k | 15k | 49.91 | |
| CVS Caremark Corporation (CVS) | 0.6 | $699k | 13k | 53.92 | |
| SPDR S&P Dividend (SDY) | 0.5 | $671k | 6.7k | 99.42 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $657k | 15k | 42.74 | |
| TJX Companies (TJX) | 0.5 | $649k | 12k | 53.18 | |
| Estee Lauder Companies (EL) | 0.4 | $475k | 2.9k | 165.62 | |
| Biogen Idec (BIIB) | 0.4 | $471k | 2.0k | 236.56 | |
| United Parcel Service (UPS) | 0.3 | $395k | 3.5k | 111.64 | |
| Comcast Corporation (CMCSA) | 0.3 | $369k | 9.2k | 40.00 | |
| Halliburton Company (HAL) | 0.3 | $362k | 12k | 29.32 | |
| EOG Resources (EOG) | 0.3 | $353k | 3.7k | 95.07 | |
| Alliance Data Systems Corporation (BFH) | 0.3 | $350k | 2.0k | 174.83 | |
| iShares S&P 500 Index (IVV) | 0.3 | $332k | 1.2k | 284.98 | |
| iShares Lehman Aggregate Bond (AGG) | 0.3 | $330k | 3.0k | 108.91 | |
| Merck & Co (MRK) | 0.2 | $314k | 3.8k | 83.18 | |
| Facebook Inc cl a (META) | 0.2 | $314k | 1.9k | 166.76 | |
| E TRADE Financial Corporation | 0.2 | $303k | 6.5k | 46.40 | |
| PNC Financial Services (PNC) | 0.2 | $302k | 2.5k | 122.76 | |
| NVIDIA Corporation (NVDA) | 0.2 | $307k | 1.7k | 179.64 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $237k | 4.0k | 59.15 | |
| Schlumberger (SLB) | 0.2 | $233k | 5.3k | 43.61 | |
| MasterCard Incorporated (MA) | 0.2 | $227k | 962.00 | 235.97 | |
| Tortoise MLP Fund | 0.1 | $194k | 14k | 14.01 | |
| Senseonics Hldgs (SENS) | 0.1 | $59k | 24k | 2.46 |
