United Bank as of June 30, 2021
Portfolio Holdings for United Bank
United Bank holds 84 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 5.1 | $7.5M | 74k | 101.79 | |
| Apple (AAPL) | 4.0 | $5.9M | 43k | 136.96 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.8 | $5.7M | 99k | 57.47 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 3.7 | $5.5M | 104k | 53.00 | |
| Microsoft Corporation (MSFT) | 3.4 | $5.1M | 19k | 270.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $4.8M | 1.9k | 2441.71 | |
| Select Sector Spdr Tr Technology (XLK) | 2.9 | $4.4M | 30k | 147.67 | |
| Amazon (AMZN) | 2.9 | $4.3M | 1.2k | 3439.87 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $4.1M | 27k | 155.56 | |
| Truist Financial Corp equities (TFC) | 2.7 | $4.0M | 72k | 55.50 | |
| Coca-Cola Company (KO) | 2.5 | $3.7M | 68k | 54.11 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.4 | $3.6M | 49k | 72.74 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $3.4M | 13k | 268.73 | |
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $3.1M | 23k | 137.48 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $2.9M | 26k | 113.00 | |
| Abbott Laboratories (ABT) | 1.9 | $2.8M | 24k | 115.94 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.6 | $2.4M | 24k | 102.42 | |
| Nike CL B (NKE) | 1.6 | $2.3M | 15k | 154.51 | |
| Norfolk Southern (NSC) | 1.5 | $2.2M | 8.3k | 265.37 | |
| Visa Com Cl A (V) | 1.4 | $2.1M | 8.8k | 233.84 | |
| Eli Lilly & Co. (LLY) | 1.4 | $2.0M | 8.8k | 229.56 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $2.0M | 35k | 57.03 | |
| Costco Wholesale Corporation (COST) | 1.3 | $2.0M | 5.0k | 395.72 | |
| Intercontinental Exchange (ICE) | 1.3 | $2.0M | 17k | 118.71 | |
| Pfizer (PFE) | 1.3 | $2.0M | 50k | 39.16 | |
| Home Depot (HD) | 1.3 | $2.0M | 6.1k | 318.94 | |
| Procter & Gamble Company (PG) | 1.3 | $1.9M | 14k | 134.90 | |
| Johnson & Johnson (JNJ) | 1.3 | $1.9M | 12k | 164.71 | |
| salesforce (CRM) | 1.2 | $1.8M | 7.5k | 244.30 | |
| McDonald's Corporation (MCD) | 1.2 | $1.8M | 7.7k | 230.96 | |
| Zimmer Holdings (ZBH) | 1.2 | $1.8M | 11k | 160.81 | |
| Lowe's Companies (LOW) | 1.2 | $1.8M | 9.1k | 193.97 | |
| Facebook Cl A (META) | 1.1 | $1.7M | 4.9k | 347.66 | |
| Honeywell International (HON) | 1.1 | $1.6M | 7.5k | 219.32 | |
| Deere & Company (DE) | 1.1 | $1.6M | 4.6k | 352.69 | |
| Intel Corporation (INTC) | 1.1 | $1.6M | 29k | 56.12 | |
| Walt Disney Company (DIS) | 1.1 | $1.6M | 9.2k | 175.76 | |
| Southern Company (SO) | 1.1 | $1.6M | 26k | 60.50 | |
| Mondelez Intl Cl A (MDLZ) | 1.0 | $1.5M | 24k | 62.42 | |
| American Tower Reit (AMT) | 1.0 | $1.5M | 5.6k | 270.05 | |
| Duke Energy Corp Com New (DUK) | 1.0 | $1.5M | 15k | 98.75 | |
| Lauder Estee Cos Cl A (EL) | 1.0 | $1.4M | 4.5k | 318.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.4M | 4.9k | 277.94 | |
| CVS Caremark Corporation (CVS) | 0.9 | $1.4M | 16k | 83.47 | |
| Bristol Myers Squibb (BMY) | 0.9 | $1.4M | 20k | 66.80 | |
| Select Sector Spdr Tr Energy (XLE) | 0.9 | $1.3M | 24k | 53.88 | |
| First Tr Morningstar Divid L SHS (FDL) | 0.8 | $1.2M | 37k | 33.17 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $1.1M | 18k | 63.11 | |
| Verizon Communications (VZ) | 0.7 | $1.1M | 20k | 56.02 | |
| Marsh & McLennan Companies (MMC) | 0.7 | $1.1M | 7.7k | 140.67 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $1.1M | 2.9k | 365.09 | |
| Boeing Company (BA) | 0.7 | $1.0M | 4.3k | 239.55 | |
| NVIDIA Corporation (NVDA) | 0.7 | $1.0M | 1.3k | 800.31 | |
| Chevron Corporation (CVX) | 0.7 | $1.0M | 9.6k | 104.71 | |
| Palo Alto Networks (PANW) | 0.7 | $986k | 2.7k | 371.23 | |
| General Dynamics Corporation (GD) | 0.6 | $919k | 4.9k | 188.24 | |
| BlackRock | 0.6 | $900k | 1.0k | 874.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $840k | 2.9k | 294.74 | |
| At&t (T) | 0.5 | $800k | 28k | 28.79 | |
| Ecolab (ECL) | 0.5 | $778k | 3.8k | 206.04 | |
| eBay (EBAY) | 0.5 | $777k | 11k | 70.21 | |
| Dupont De Nemours (DD) | 0.5 | $755k | 9.8k | 77.44 | |
| TJX Companies (TJX) | 0.5 | $751k | 11k | 67.46 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $729k | 6.0k | 122.23 | |
| Analog Devices (ADI) | 0.5 | $685k | 4.0k | 172.07 | |
| Nextera Energy (NEE) | 0.4 | $608k | 8.3k | 73.24 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $576k | 984.00 | 585.37 | |
| Activision Blizzard | 0.4 | $534k | 5.6k | 95.43 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $530k | 5.5k | 97.09 | |
| PNC Financial Services (PNC) | 0.3 | $469k | 2.5k | 190.65 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $446k | 2.7k | 165.74 | |
| Allstate Corporation (ALL) | 0.3 | $420k | 3.2k | 130.43 | |
| A. O. Smith Corporation (AOS) | 0.3 | $396k | 5.5k | 72.00 | |
| Pepsi (PEP) | 0.3 | $386k | 2.6k | 148.06 | |
| Wal-Mart Stores (WMT) | 0.2 | $371k | 2.6k | 141.12 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $368k | 855.00 | 430.41 | |
| Oracle Corporation (ORCL) | 0.2 | $366k | 4.7k | 77.89 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $364k | 2.9k | 126.00 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $316k | 2.7k | 115.37 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $303k | 1.7k | 178.45 | |
| Tesla Motors (TSLA) | 0.2 | $249k | 367.00 | 678.47 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $231k | 540.00 | 427.78 | |
| Bank of America Corporation (BAC) | 0.1 | $217k | 5.3k | 41.21 | |
| Senseonics Hldgs (SENS) | 0.1 | $92k | 24k | 3.83 |
