United Bank as of June 30, 2019
Portfolio Holdings for United Bank
United Bank holds 76 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares MSCI EAFE Index Fund (EFA) | 8.0 | $10M | 155k | 65.73 | |
| Vanguard REIT ETF (VNQ) | 6.3 | $8.0M | 92k | 87.40 | |
| Spdr Index Shs Fds s^p global nat res (GNR) | 3.5 | $4.4M | 97k | 45.87 | |
| Vanguard Emerging Markets ETF (VWO) | 3.3 | $4.2M | 98k | 42.53 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $3.4M | 30k | 111.78 | |
| Microsoft Corporation (MSFT) | 2.5 | $3.3M | 24k | 133.98 | |
| Technology SPDR (XLK) | 2.4 | $3.1M | 39k | 78.05 | |
| iShares S&P MidCap 400 Index (IJH) | 2.3 | $2.9M | 15k | 194.27 | |
| Apple (AAPL) | 2.2 | $2.8M | 14k | 197.94 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.2 | $2.8M | 36k | 78.28 | |
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $2.6M | 2.4k | 1082.60 | |
| Abbott Laboratories (ABT) | 2.0 | $2.6M | 31k | 84.09 | |
| Coca-Cola Company (KO) | 2.0 | $2.5M | 50k | 50.92 | |
| iShares S&P 500 Growth Index (IVW) | 2.0 | $2.5M | 14k | 179.21 | |
| Walt Disney Company (DIS) | 1.9 | $2.4M | 17k | 139.65 | |
| Procter & Gamble Company (PG) | 1.8 | $2.3M | 21k | 109.64 | |
| Vanguard Value ETF (VTV) | 1.7 | $2.2M | 20k | 110.91 | |
| Pfizer (PFE) | 1.7 | $2.1M | 50k | 43.33 | |
| Duke Energy (DUK) | 1.7 | $2.1M | 24k | 88.23 | |
| Intel Corporation (INTC) | 1.6 | $2.0M | 42k | 47.87 | |
| Financial Select Sector SPDR (XLF) | 1.6 | $2.0M | 72k | 27.59 | |
| Intercontinental Exchange (ICE) | 1.5 | $1.9M | 22k | 85.96 | |
| Nike (NKE) | 1.5 | $1.9M | 23k | 83.96 | |
| Chevron Corporation (CVX) | 1.5 | $1.9M | 15k | 124.45 | |
| McDonald's Corporation (MCD) | 1.5 | $1.9M | 9.0k | 207.69 | |
| Visa (V) | 1.5 | $1.9M | 11k | 173.59 | |
| Berkshire Hathaway (BRK.B) | 1.4 | $1.8M | 8.4k | 213.11 | |
| Boeing Company (BA) | 1.4 | $1.8M | 4.9k | 364.01 | |
| Norfolk Southern (NSC) | 1.4 | $1.8M | 8.9k | 199.35 | |
| Amazon (AMZN) | 1.4 | $1.8M | 940.00 | 1893.62 | |
| Allstate Corporation (ALL) | 1.4 | $1.8M | 17k | 101.66 | |
| Industrial SPDR (XLI) | 1.4 | $1.8M | 23k | 77.40 | |
| Starbucks Corporation (SBUX) | 1.3 | $1.7M | 20k | 83.83 | |
| Costco Wholesale Corporation (COST) | 1.3 | $1.7M | 6.4k | 264.24 | |
| Citigroup (C) | 1.3 | $1.7M | 24k | 70.01 | |
| Verizon Communications (VZ) | 1.3 | $1.7M | 30k | 57.12 | |
| Health Care SPDR (XLV) | 1.3 | $1.6M | 18k | 92.62 | |
| Lowe's Companies (LOW) | 1.3 | $1.6M | 16k | 100.88 | |
| salesforce (CRM) | 1.2 | $1.6M | 10k | 151.77 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.6M | 20k | 76.65 | |
| First Trust Morningstar Divid Ledr (FDL) | 1.1 | $1.4M | 47k | 30.64 | |
| Southern Company (SO) | 1.0 | $1.3M | 24k | 55.29 | |
| Zimmer Holdings (ZBH) | 1.0 | $1.3M | 11k | 117.76 | |
| Materials SPDR (XLB) | 1.0 | $1.3M | 22k | 58.48 | |
| Honeywell International (HON) | 1.0 | $1.2M | 7.1k | 174.58 | |
| Oracle Corporation (ORCL) | 0.9 | $1.2M | 21k | 56.99 | |
| Energy Select Sector SPDR (XLE) | 0.9 | $1.1M | 17k | 63.73 | |
| Johnson & Johnson (JNJ) | 0.8 | $1.1M | 7.6k | 139.32 | |
| Bristol Myers Squibb (BMY) | 0.7 | $952k | 21k | 45.37 | |
| General Dynamics Corporation (GD) | 0.7 | $878k | 4.8k | 181.78 | |
| At&t (T) | 0.7 | $834k | 25k | 33.51 | |
| Pepsi (PEP) | 0.6 | $804k | 6.1k | 131.09 | |
| Mondelez Int (MDLZ) | 0.6 | $795k | 15k | 53.92 | |
| Alexion Pharmaceuticals | 0.6 | $756k | 5.8k | 130.93 | |
| SPDR S&P Dividend (SDY) | 0.6 | $725k | 7.2k | 100.90 | |
| TJX Companies (TJX) | 0.5 | $670k | 13k | 52.88 | |
| Biogen Idec (BIIB) | 0.5 | $657k | 2.8k | 233.89 | |
| Home Depot (HD) | 0.5 | $633k | 3.0k | 208.09 | |
| Comcast Corporation (CMCSA) | 0.5 | $618k | 15k | 42.29 | |
| MasterCard Incorporated (MA) | 0.4 | $545k | 2.1k | 264.43 | |
| CVS Caremark Corporation (CVS) | 0.4 | $544k | 10k | 54.47 | |
| Estee Lauder Companies (EL) | 0.4 | $556k | 3.0k | 183.08 | |
| Celgene Corporation | 0.4 | $553k | 6.0k | 92.49 | |
| Facebook Inc cl a (META) | 0.4 | $482k | 2.5k | 192.88 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $442k | 11k | 40.20 | |
| iShares S&P 500 Index (IVV) | 0.3 | $401k | 1.4k | 294.64 | |
| PNC Financial Services (PNC) | 0.3 | $338k | 2.5k | 137.40 | |
| United Parcel Service (UPS) | 0.2 | $320k | 3.1k | 103.43 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $315k | 2.8k | 111.35 | |
| NVIDIA Corporation (NVDA) | 0.2 | $282k | 1.7k | 164.43 | |
| E TRADE Financial Corporation | 0.2 | $253k | 5.7k | 44.65 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $252k | 4.0k | 62.89 | |
| EOG Resources (EOG) | 0.2 | $238k | 2.6k | 93.01 | |
| Halliburton Company (HAL) | 0.2 | $213k | 9.4k | 22.73 | |
| Tortoise MLP Fund | 0.1 | $165k | 12k | 13.50 | |
| Senseonics Hldgs (SENS) | 0.0 | $49k | 24k | 2.04 |