United Bank

United Bank as of March 31, 2020

Portfolio Holdings for United Bank

United Bank holds 71 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares MSCI EAFE Index Fund (EFA) 8.3 $8.0M 150k 53.46
Vanguard REIT ETF (VNQ) 6.9 $6.7M 96k 69.85
Apple (AAPL) 3.1 $3.0M 12k 254.29
Spdr Index Shs Fds s^p global nat res (GNR) 3.1 $3.0M 97k 30.94
Vanguard Emerging Markets ETF (VWO) 3.1 $3.0M 88k 33.56
Microsoft Corporation (MSFT) 2.9 $2.8M 18k 157.68
Technology SPDR (XLK) 2.8 $2.7M 34k 80.38
iShares S&P Global Infrastructure Index (IGF) 2.6 $2.5M 74k 34.16
iShares S&P 500 Growth Index (IVW) 2.5 $2.4M 15k 165.06
iShares S&P MidCap 400 Index (IJH) 2.5 $2.4M 17k 143.88
Coca-Cola Company (KO) 2.3 $2.2M 50k 44.25
Alphabet Inc Class A cs (GOOGL) 2.3 $2.2M 1.9k 1161.76
iShares S&P SmallCap 600 Index (IJR) 2.1 $2.1M 37k 56.10
JPMorgan Chase & Co. (JPM) 2.0 $2.0M 22k 90.03
Vanguard Value ETF (VTV) 2.0 $1.9M 22k 89.04
Amazon (AMZN) 2.0 $1.9M 986.00 1949.29
Procter & Gamble Company (PG) 1.9 $1.9M 17k 109.99
Abbott Laboratories (ABT) 1.9 $1.9M 24k 78.91
Intel Corporation (INTC) 1.8 $1.8M 33k 54.11
Pfizer (PFE) 1.7 $1.6M 50k 32.64
Duke Energy (DUK) 1.5 $1.5M 18k 80.88
Southern Company (SO) 1.5 $1.4M 27k 54.13
Nike (NKE) 1.4 $1.4M 17k 82.77
Costco Wholesale Corporation (COST) 1.4 $1.3M 4.7k 285.17
Walt Disney Company (DIS) 1.4 $1.3M 14k 96.57
Verizon Communications (VZ) 1.4 $1.3M 24k 53.72
Intercontinental Exchange (ICE) 1.3 $1.3M 16k 80.75
Health Care SPDR (XLV) 1.3 $1.3M 15k 88.57
Visa (V) 1.3 $1.3M 8.0k 161.12
McDonald's Corporation (MCD) 1.2 $1.2M 7.3k 165.33
Allstate Corporation (ALL) 1.2 $1.2M 13k 91.74
Home Depot (HD) 1.2 $1.1M 6.2k 186.77
Lowe's Companies (LOW) 1.1 $1.1M 13k 86.03
Norfolk Southern (NSC) 1.1 $1.1M 7.5k 145.97
salesforce (CRM) 1.1 $1.1M 7.5k 143.96
Bristol Myers Squibb (BMY) 1.1 $1.1M 19k 55.76
Berkshire Hathaway (BRK.B) 1.1 $1.1M 5.8k 182.79
Industrial SPDR (XLI) 1.1 $1.1M 18k 59.03
Chevron Corporation (CVX) 1.1 $1.0M 14k 72.45
First Trust Morningstar Divid Ledr (FDL) 1.1 $1.0M 46k 22.32
Johnson & Johnson (JNJ) 1.0 $940k 7.2k 131.14
Starbucks Corporation (SBUX) 0.9 $881k 13k 65.75
Materials SPDR (XLB) 0.9 $868k 19k 45.03
Oracle Corporation (ORCL) 0.8 $811k 17k 48.35
Zimmer Holdings (ZBH) 0.8 $807k 8.0k 101.06
Eli Lilly & Co. (LLY) 0.8 $798k 5.8k 138.66
Financial Select Sector SPDR (XLF) 0.8 $794k 38k 20.81
Honeywell International (HON) 0.8 $786k 5.9k 133.79
Comcast Corporation (CMCSA) 0.8 $745k 22k 34.39
Citigroup (C) 0.7 $675k 16k 42.12
Exxon Mobil Corporation (XOM) 0.7 $674k 18k 37.99
At&t (T) 0.7 $664k 23k 29.13
Mondelez Int (MDLZ) 0.7 $631k 13k 50.07
Boeing Company (BA) 0.6 $614k 4.1k 149.14
CVS Caremark Corporation (CVS) 0.6 $556k 9.4k 59.29
Pepsi (PEP) 0.6 $550k 4.6k 120.09
SPDR S&P Dividend (SDY) 0.5 $481k 6.0k 79.79
Marsh & McLennan Companies (MMC) 0.5 $467k 5.4k 86.50
Estee Lauder Companies (EL) 0.5 $461k 2.9k 159.35
TJX Companies (TJX) 0.4 $406k 8.5k 47.78
Facebook Inc cl a (META) 0.4 $392k 2.4k 166.67
General Dynamics Corporation (GD) 0.4 $385k 2.9k 132.35
MasterCard Incorporated (MA) 0.4 $370k 1.5k 241.83
Energy Select Sector SPDR (XLE) 0.4 $356k 12k 29.07
iShares Lehman Aggregate Bond (AGG) 0.3 $335k 2.9k 115.32
Wal-Mart Stores (WMT) 0.3 $298k 2.6k 113.70
iShares S&P 500 Index (IVV) 0.3 $268k 1.0k 258.69
Truist Financial Corp equities (TFC) 0.2 $240k 7.8k 30.82
PNC Financial Services (PNC) 0.2 $235k 2.5k 95.53
A. O. Smith Corporation (AOS) 0.2 $208k 5.5k 37.82
Senseonics Hldgs (SENS) 0.0 $15k 24k 0.62