United Bank as of Sept. 30, 2019
Portfolio Holdings for United Bank
United Bank holds 77 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares MSCI EAFE Index Fund (EFA) | 7.4 | $10M | 153k | 65.21 | |
| Vanguard REIT ETF (VNQ) | 6.9 | $9.3M | 99k | 93.25 | |
| Spdr Index Shs Fds s^p global nat res (GNR) | 3.1 | $4.2M | 98k | 43.07 | |
| Vanguard Emerging Markets ETF (VWO) | 2.8 | $3.8M | 94k | 40.26 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $3.5M | 30k | 117.69 | |
| Microsoft Corporation (MSFT) | 2.5 | $3.4M | 24k | 139.02 | |
| Technology SPDR (XLK) | 2.5 | $3.3M | 41k | 80.53 | |
| Apple (AAPL) | 2.4 | $3.2M | 14k | 223.97 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $3.1M | 2.5k | 1221.04 | |
| Coca-Cola Company (KO) | 2.2 | $3.0M | 56k | 54.45 | |
| iShares S&P MidCap 400 Index (IJH) | 2.2 | $3.0M | 16k | 193.25 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.1 | $2.9M | 37k | 77.85 | |
| Abbott Laboratories (ABT) | 1.9 | $2.6M | 31k | 83.66 | |
| iShares S&P 500 Growth Index (IVW) | 1.9 | $2.5M | 14k | 180.01 | |
| Procter & Gamble Company (PG) | 1.8 | $2.5M | 20k | 124.36 | |
| Walt Disney Company (DIS) | 1.7 | $2.2M | 17k | 130.35 | |
| Intel Corporation (INTC) | 1.7 | $2.2M | 44k | 51.53 | |
| Duke Energy (DUK) | 1.7 | $2.2M | 23k | 95.88 | |
| Vanguard Value ETF (VTV) | 1.6 | $2.2M | 20k | 111.61 | |
| iShares S&P Global Infrastructure Index (IGF) | 1.6 | $2.2M | 47k | 46.48 | |
| Amazon (AMZN) | 1.6 | $2.2M | 1.2k | 1736.29 | |
| Boeing Company (BA) | 1.5 | $2.1M | 5.4k | 380.55 | |
| Nike (NKE) | 1.5 | $2.0M | 22k | 93.92 | |
| Pfizer (PFE) | 1.5 | $2.0M | 57k | 35.93 | |
| Intercontinental Exchange (ICE) | 1.5 | $2.0M | 22k | 92.28 | |
| McDonald's Corporation (MCD) | 1.4 | $1.9M | 9.1k | 214.73 | |
| Chevron Corporation (CVX) | 1.4 | $1.9M | 16k | 118.57 | |
| Allstate Corporation (ALL) | 1.4 | $1.9M | 17k | 108.67 | |
| Visa (V) | 1.4 | $1.8M | 11k | 171.99 | |
| Costco Wholesale Corporation (COST) | 1.4 | $1.8M | 6.3k | 288.04 | |
| Verizon Communications (VZ) | 1.4 | $1.8M | 30k | 60.37 | |
| Industrial SPDR (XLI) | 1.3 | $1.8M | 23k | 77.62 | |
| Lowe's Companies (LOW) | 1.3 | $1.8M | 16k | 109.95 | |
| Berkshire Hathaway (BRK.B) | 1.2 | $1.7M | 8.0k | 208.05 | |
| Starbucks Corporation (SBUX) | 1.2 | $1.6M | 19k | 88.44 | |
| Norfolk Southern (NSC) | 1.2 | $1.6M | 8.8k | 179.66 | |
| Health Care SPDR (XLV) | 1.2 | $1.6M | 17k | 90.14 | |
| Zimmer Holdings (ZBH) | 1.1 | $1.5M | 11k | 137.30 | |
| Materials SPDR (XLB) | 1.1 | $1.5M | 25k | 58.21 | |
| First Trust Morningstar Divid Ledr (FDL) | 1.1 | $1.4M | 46k | 31.05 | |
| Financial Select Sector SPDR (XLF) | 1.0 | $1.4M | 50k | 27.99 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $1.4M | 19k | 70.60 | |
| salesforce (CRM) | 1.0 | $1.3M | 8.9k | 148.40 | |
| Citigroup (C) | 0.9 | $1.3M | 19k | 69.10 | |
| Honeywell International (HON) | 0.9 | $1.3M | 7.5k | 169.23 | |
| Southern Company (SO) | 0.9 | $1.3M | 21k | 61.75 | |
| Home Depot (HD) | 0.9 | $1.2M | 5.2k | 231.95 | |
| Comcast Corporation (CMCSA) | 0.8 | $1.1M | 25k | 45.06 | |
| At&t (T) | 0.8 | $1.1M | 29k | 37.84 | |
| Oracle Corporation (ORCL) | 0.8 | $1.1M | 20k | 55.01 | |
| Energy Select Sector SPDR (XLE) | 0.8 | $1.1M | 18k | 59.21 | |
| Johnson & Johnson (JNJ) | 0.7 | $958k | 7.4k | 129.42 | |
| Bristol Myers Squibb (BMY) | 0.7 | $936k | 19k | 50.70 | |
| Mondelez Int (MDLZ) | 0.7 | $890k | 16k | 55.32 | |
| General Dynamics Corporation (GD) | 0.7 | $879k | 4.8k | 182.74 | |
| SPDR S&P Dividend (SDY) | 0.6 | $751k | 7.3k | 102.64 | |
| Pepsi (PEP) | 0.5 | $721k | 5.3k | 137.12 | |
| TJX Companies (TJX) | 0.5 | $693k | 12k | 55.70 | |
| MasterCard Incorporated (MA) | 0.5 | $678k | 2.5k | 271.42 | |
| Biogen Idec (BIIB) | 0.5 | $655k | 2.8k | 232.76 | |
| CVS Caremark Corporation (CVS) | 0.5 | $648k | 10k | 63.03 | |
| Celgene Corporation | 0.5 | $638k | 6.4k | 99.33 | |
| Estee Lauder Companies (EL) | 0.5 | $623k | 3.1k | 198.98 | |
| Alexion Pharmaceuticals | 0.4 | $558k | 5.7k | 97.96 | |
| Facebook Inc cl a (META) | 0.4 | $519k | 2.9k | 178.17 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $499k | 5.0k | 100.08 | |
| Eli Lilly & Co. (LLY) | 0.4 | $489k | 4.4k | 111.90 | |
| iShares S&P 500 Index (IVV) | 0.3 | $415k | 1.4k | 298.78 | |
| E TRADE Financial Corporation | 0.3 | $360k | 8.2k | 43.65 | |
| PNC Financial Services (PNC) | 0.3 | $345k | 2.5k | 140.24 | |
| United Parcel Service (UPS) | 0.2 | $320k | 2.7k | 119.85 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $320k | 2.8k | 113.11 | |
| Wal-Mart Stores (WMT) | 0.2 | $301k | 2.5k | 118.60 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $285k | 4.1k | 68.72 | |
| NVIDIA Corporation (NVDA) | 0.2 | $271k | 1.6k | 174.16 | |
| A. O. Smith Corporation (AOS) | 0.2 | $262k | 5.5k | 47.64 | |
| Merck & Co (MRK) | 0.2 | $215k | 2.6k | 84.25 |