United Bank as of Dec. 31, 2019
Portfolio Holdings for United Bank
United Bank holds 75 positions in its portfolio as reported in the December 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 | $11M | 157k | 69.44 | |
| Vanguard REIT ETF (VNQ) | 6.7 | $9.9M | 106k | 92.79 | |
| Spdr Index Shs Fds s^p global nat res (GNR) | 3.2 | $4.7M | 103k | 46.15 | |
| Apple (AAPL) | 2.9 | $4.3M | 15k | 293.62 | |
| Vanguard Emerging Markets ETF (VWO) | 2.8 | $4.1M | 93k | 44.47 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $4.1M | 29k | 139.41 | |
| Technology SPDR (XLK) | 2.6 | $3.9M | 43k | 91.68 | |
| Microsoft Corporation (MSFT) | 2.6 | $3.8M | 24k | 157.69 | |
| iShares S&P MidCap 400 Index (IJH) | 2.4 | $3.6M | 18k | 205.83 | |
| iShares S&P Global Infrastructure Index (IGF) | 2.4 | $3.5M | 73k | 47.91 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $3.4M | 2.6k | 1339.45 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.2 | $3.2M | 39k | 83.86 | |
| Coca-Cola Company (KO) | 2.1 | $3.2M | 57k | 55.35 | |
| iShares S&P 500 Growth Index (IVW) | 1.9 | $2.8M | 15k | 193.62 | |
| Abbott Laboratories (ABT) | 1.8 | $2.7M | 31k | 86.85 | |
| Procter & Gamble Company (PG) | 1.8 | $2.6M | 21k | 124.91 | |
| Intel Corporation (INTC) | 1.8 | $2.6M | 43k | 59.85 | |
| Vanguard Value ETF (VTV) | 1.7 | $2.5M | 21k | 119.84 | |
| Walt Disney Company (DIS) | 1.7 | $2.5M | 17k | 144.62 | |
| Amazon (AMZN) | 1.7 | $2.4M | 1.3k | 1847.66 | |
| Pfizer (PFE) | 1.6 | $2.4M | 62k | 39.18 | |
| Nike (NKE) | 1.5 | $2.2M | 22k | 101.30 | |
| Duke Energy (DUK) | 1.4 | $2.1M | 23k | 91.20 | |
| Health Care SPDR (XLV) | 1.4 | $2.1M | 20k | 101.84 | |
| Intercontinental Exchange (ICE) | 1.4 | $2.0M | 22k | 92.56 | |
| Visa (V) | 1.3 | $2.0M | 11k | 187.89 | |
| Chevron Corporation (CVX) | 1.3 | $2.0M | 16k | 120.52 | |
| Industrial SPDR (XLI) | 1.3 | $2.0M | 24k | 81.45 | |
| Allstate Corporation (ALL) | 1.3 | $1.9M | 17k | 112.44 | |
| Lowe's Companies (LOW) | 1.3 | $1.9M | 16k | 119.78 | |
| Verizon Communications (VZ) | 1.3 | $1.9M | 31k | 61.41 | |
| Costco Wholesale Corporation (COST) | 1.2 | $1.8M | 6.2k | 293.84 | |
| Berkshire Hathaway (BRK.B) | 1.2 | $1.8M | 7.9k | 226.49 | |
| McDonald's Corporation (MCD) | 1.2 | $1.8M | 9.1k | 197.56 | |
| Southern Company (SO) | 1.2 | $1.8M | 28k | 63.71 | |
| Boeing Company (BA) | 1.2 | $1.8M | 5.4k | 325.72 | |
| Norfolk Southern (NSC) | 1.2 | $1.7M | 8.9k | 194.17 | |
| Starbucks Corporation (SBUX) | 1.1 | $1.7M | 19k | 87.92 | |
| Zimmer Holdings (ZBH) | 1.1 | $1.7M | 11k | 149.67 | |
| salesforce (CRM) | 1.1 | $1.6M | 9.6k | 162.65 | |
| Materials SPDR (XLB) | 1.0 | $1.5M | 25k | 61.40 | |
| Citigroup (C) | 1.0 | $1.5M | 19k | 79.88 | |
| First Trust Morningstar Divid Ledr (FDL) | 1.0 | $1.5M | 46k | 32.58 | |
| Bristol Myers Squibb (BMY) | 1.0 | $1.4M | 22k | 64.19 | |
| Financial Select Sector SPDR (XLF) | 1.0 | $1.4M | 46k | 30.78 | |
| Home Depot (HD) | 0.9 | $1.4M | 6.2k | 218.43 | |
| Honeywell International (HON) | 0.9 | $1.3M | 7.5k | 177.03 | |
| Comcast Corporation (CMCSA) | 0.9 | $1.3M | 29k | 44.96 | |
| Energy Select Sector SPDR (XLE) | 0.8 | $1.2M | 20k | 60.06 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $1.2M | 17k | 69.76 | |
| At&t (T) | 0.8 | $1.2M | 30k | 39.09 | |
| Johnson & Johnson (JNJ) | 0.8 | $1.1M | 7.8k | 145.83 | |
| Oracle Corporation (ORCL) | 0.8 | $1.1M | 21k | 52.96 | |
| Mondelez Int (MDLZ) | 0.6 | $931k | 17k | 55.09 | |
| Eli Lilly & Co. (LLY) | 0.6 | $915k | 7.0k | 131.48 | |
| TJX Companies (TJX) | 0.5 | $779k | 13k | 61.06 | |
| MasterCard Incorporated (MA) | 0.5 | $748k | 2.5k | 298.60 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $717k | 6.4k | 111.35 | |
| General Dynamics Corporation (GD) | 0.5 | $724k | 4.1k | 176.37 | |
| Estee Lauder Companies (EL) | 0.5 | $730k | 3.5k | 206.45 | |
| Facebook Inc cl a (META) | 0.5 | $707k | 3.4k | 205.34 | |
| CVS Caremark Corporation (CVS) | 0.5 | $688k | 9.3k | 74.32 | |
| Biogen Idec (BIIB) | 0.5 | $693k | 2.3k | 296.79 | |
| SPDR S&P Dividend (SDY) | 0.5 | $692k | 6.4k | 107.52 | |
| Pepsi (PEP) | 0.5 | $675k | 4.9k | 136.72 | |
| Truist Financial Corp equities (TFC) | 0.3 | $439k | 7.8k | 56.37 | |
| PNC Financial Services (PNC) | 0.3 | $393k | 2.5k | 159.76 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $318k | 2.8k | 112.41 | |
| iShares S&P 500 Index (IVV) | 0.2 | $310k | 960.00 | 322.92 | |
| Wal-Mart Stores (WMT) | 0.2 | $302k | 2.5k | 118.99 | |
| A. O. Smith Corporation (AOS) | 0.2 | $262k | 5.5k | 47.64 | |
| Alexion Pharmaceuticals | 0.2 | $245k | 2.3k | 108.22 | |
| Merck & Co (MRK) | 0.2 | $232k | 2.6k | 90.91 | |
| United Parcel Service (UPS) | 0.1 | $211k | 1.8k | 117.09 | |
| Senseonics Hldgs (SENS) | 0.0 | $22k | 24k | 0.92 |