United Bank as of March 31, 2021
Portfolio Holdings for United Bank
United Bank holds 82 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 5.0 | $7.2M | 78k | 91.86 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 3.9 | $5.6M | 111k | 50.26 | |
| Apple (AAPL) | 3.9 | $5.5M | 45k | 122.15 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.6 | $5.2M | 92k | 56.13 | |
| Microsoft Corporation (MSFT) | 3.2 | $4.6M | 19k | 235.76 | |
| Truist Financial Corp equities (TFC) | 3.1 | $4.4M | 75k | 58.32 | |
| Select Sector Spdr Tr Technology (XLK) | 2.9 | $4.2M | 31k | 132.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $4.1M | 2.0k | 2062.50 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $4.0M | 26k | 152.23 | |
| Coca-Cola Company (KO) | 2.5 | $3.6M | 68k | 52.71 | |
| Amazon (AMZN) | 2.4 | $3.5M | 1.1k | 3093.75 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $3.5M | 13k | 260.32 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.3 | $3.2M | 50k | 65.12 | |
| Abbott Laboratories (ABT) | 2.2 | $3.2M | 26k | 119.85 | |
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $3.0M | 23k | 131.45 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $2.9M | 27k | 108.54 | |
| Norfolk Southern (NSC) | 1.6 | $2.3M | 8.5k | 268.56 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.6 | $2.3M | 23k | 98.46 | |
| Procter & Gamble Company (PG) | 1.4 | $2.0M | 15k | 135.46 | |
| Intel Corporation (INTC) | 1.4 | $2.0M | 31k | 64.01 | |
| Pfizer (PFE) | 1.4 | $2.0M | 54k | 36.23 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $1.9M | 36k | 54.12 | |
| Deere & Company (DE) | 1.4 | $1.9M | 5.2k | 374.22 | |
| Lowe's Companies (LOW) | 1.4 | $1.9M | 10k | 190.21 | |
| Visa Com Cl A (V) | 1.3 | $1.9M | 9.0k | 211.75 | |
| Johnson & Johnson (JNJ) | 1.3 | $1.9M | 11k | 164.37 | |
| Intercontinental Exchange (ICE) | 1.3 | $1.9M | 17k | 111.67 | |
| Home Depot (HD) | 1.3 | $1.9M | 6.1k | 305.27 | |
| Walt Disney Company (DIS) | 1.2 | $1.8M | 9.6k | 184.48 | |
| Zimmer Holdings (ZBH) | 1.2 | $1.8M | 11k | 160.07 | |
| McDonald's Corporation (MCD) | 1.2 | $1.7M | 7.8k | 224.16 | |
| Costco Wholesale Corporation (COST) | 1.2 | $1.7M | 4.9k | 352.43 | |
| Eli Lilly & Co. (LLY) | 1.2 | $1.7M | 9.1k | 186.84 | |
| Honeywell International (HON) | 1.1 | $1.6M | 7.5k | 217.10 | |
| Nike CL B (NKE) | 1.1 | $1.6M | 12k | 132.89 | |
| Southern Company (SO) | 1.1 | $1.6M | 26k | 62.18 | |
| salesforce (CRM) | 1.1 | $1.6M | 7.4k | 211.84 | |
| Duke Energy Corp Com New (DUK) | 1.1 | $1.5M | 16k | 96.50 | |
| Allstate Corporation (ALL) | 1.1 | $1.5M | 13k | 114.93 | |
| Oracle Corporation (ORCL) | 1.1 | $1.5M | 22k | 70.16 | |
| Bristol Myers Squibb (BMY) | 1.0 | $1.5M | 24k | 63.13 | |
| Mondelez Intl Cl A (MDLZ) | 1.0 | $1.5M | 25k | 58.51 | |
| First Tr Morningstar Divid L SHS (FDL) | 0.9 | $1.3M | 41k | 32.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.3M | 5.1k | 255.55 | |
| CVS Caremark Corporation (CVS) | 0.9 | $1.3M | 17k | 75.20 | |
| Facebook Cl A (META) | 0.9 | $1.2M | 4.2k | 294.56 | |
| American Tower Reit (AMT) | 0.8 | $1.2M | 5.1k | 239.01 | |
| Verizon Communications (VZ) | 0.8 | $1.2M | 21k | 58.15 | |
| Lauder Estee Cos Cl A (EL) | 0.8 | $1.2M | 4.1k | 290.92 | |
| Chevron Corporation (CVX) | 0.8 | $1.1M | 11k | 104.77 | |
| Boeing Company (BA) | 0.8 | $1.1M | 4.4k | 254.73 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.1M | 3.0k | 355.97 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.0M | 18k | 55.81 | |
| Marsh & McLennan Companies (MMC) | 0.7 | $950k | 7.8k | 121.79 | |
| General Dynamics Corporation (GD) | 0.6 | $894k | 4.9k | 181.52 | |
| TJX Companies (TJX) | 0.6 | $882k | 13k | 66.14 | |
| Palo Alto Networks (PANW) | 0.6 | $866k | 2.7k | 322.17 | |
| Ecolab (ECL) | 0.6 | $809k | 3.8k | 214.02 | |
| At&t (T) | 0.6 | $799k | 26k | 30.29 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $779k | 2.8k | 276.34 | |
| Dupont De Nemours (DD) | 0.5 | $748k | 9.7k | 77.24 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $704k | 6.0k | 117.96 | |
| eBay (EBAY) | 0.5 | $687k | 11k | 61.22 | |
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $686k | 14k | 49.06 | |
| Nextera Energy (NEE) | 0.4 | $640k | 8.5k | 75.59 | |
| Analog Devices (ADI) | 0.4 | $636k | 4.1k | 155.01 | |
| NVIDIA Corporation (NVDA) | 0.4 | $571k | 1.1k | 534.14 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $492k | 4.2k | 116.78 | |
| BlackRock (BLK) | 0.3 | $452k | 599.00 | 754.59 | |
| PNC Financial Services (PNC) | 0.3 | $432k | 2.5k | 175.61 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $430k | 2.7k | 159.79 | |
| Pepsi (PEP) | 0.3 | $395k | 2.8k | 141.32 | |
| A. O. Smith Corporation (AOS) | 0.3 | $372k | 5.5k | 67.64 | |
| Wal-Mart Stores (WMT) | 0.3 | $357k | 2.6k | 135.79 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $340k | 855.00 | 397.66 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $322k | 1.9k | 168.32 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $312k | 2.7k | 113.91 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $248k | 5.1k | 48.24 | |
| Tesla Motors (TSLA) | 0.2 | $244k | 365.00 | 668.49 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $214k | 540.00 | 396.30 | |
| Bank of America Corporation (BAC) | 0.1 | $204k | 5.3k | 38.74 | |
| Senseonics Hldgs (SENS) | 0.0 | $63k | 24k | 2.62 |
