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 |