United Bank as of Dec. 31, 2021
Portfolio Holdings for United Bank
United Bank holds 91 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 4.7 | $8.8M | 180k | 48.99 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 4.4 | $8.3M | 71k | 116.01 | |
| Apple (AAPL) | 4.2 | $7.8M | 44k | 177.56 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 4.0 | $7.4M | 188k | 39.49 | |
| Microsoft Corporation (MSFT) | 3.4 | $6.4M | 19k | 336.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $5.6M | 1.9k | 2896.88 | |
| Select Sector Spdr Tr Technology (XLK) | 2.8 | $5.3M | 31k | 173.86 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 2.8 | $5.3M | 92k | 57.35 | |
| Amazon (AMZN) | 2.4 | $4.5M | 1.4k | 3334.07 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $4.4M | 28k | 158.34 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.3 | $4.3M | 51k | 83.67 | |
| Truist Financial Corp equities (TFC) | 2.2 | $4.2M | 72k | 58.54 | |
| Coca-Cola Company (KO) | 2.2 | $4.1M | 69k | 59.20 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 2.1 | $3.9M | 31k | 129.11 | |
| Vanguard Index Fds Value Etf (VTV) | 1.9 | $3.6M | 25k | 147.12 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $3.6M | 13k | 283.11 | |
| Abbott Laboratories (ABT) | 1.9 | $3.6M | 26k | 140.72 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $3.6M | 44k | 80.84 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $3.0M | 26k | 114.53 | |
| Pfizer (PFE) | 1.5 | $2.7M | 46k | 59.05 | |
| Costco Wholesale Corporation (COST) | 1.5 | $2.7M | 4.8k | 567.78 | |
| Southern Company (SO) | 1.3 | $2.5M | 37k | 68.59 | |
| Nike CL B (NKE) | 1.3 | $2.4M | 15k | 166.66 | |
| Lowe's Companies (LOW) | 1.3 | $2.4M | 9.1k | 258.53 | |
| Procter & Gamble Company (PG) | 1.2 | $2.3M | 14k | 163.55 | |
| Norfolk Southern (NSC) | 1.2 | $2.2M | 7.4k | 297.73 | |
| Eli Lilly & Co. (LLY) | 1.2 | $2.2M | 8.0k | 276.19 | |
| salesforce (CRM) | 1.2 | $2.2M | 8.6k | 254.17 | |
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.2 | $2.2M | 38k | 56.82 | |
| Intercontinental Exchange (ICE) | 1.1 | $2.1M | 16k | 136.77 | |
| Johnson & Johnson (JNJ) | 1.1 | $2.1M | 12k | 171.03 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.1 | $2.0M | 19k | 105.79 | |
| McDonald's Corporation (MCD) | 1.1 | $2.0M | 7.4k | 268.07 | |
| Meta Platforms Cl A (META) | 1.0 | $1.9M | 5.7k | 336.36 | |
| CVS Caremark Corporation (CVS) | 1.0 | $1.8M | 17k | 103.17 | |
| Lauder Estee Cos Cl A (EL) | 1.0 | $1.8M | 4.8k | 370.28 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.8M | 6.0k | 294.14 | |
| American Tower Reit (AMT) | 0.9 | $1.8M | 6.0k | 292.45 | |
| Deere & Company (DE) | 0.9 | $1.7M | 5.0k | 342.84 | |
| Intel Corporation (INTC) | 0.9 | $1.7M | 34k | 51.51 | |
| Mondelez Intl Cl A (MDLZ) | 0.9 | $1.7M | 26k | 66.31 | |
| Select Sector Spdr Tr Energy (XLE) | 0.9 | $1.7M | 30k | 55.49 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.6M | 4.5k | 359.38 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $1.6M | 32k | 50.32 | |
| Duke Energy Corp Com New (DUK) | 0.9 | $1.6M | 15k | 104.88 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.8 | $1.5M | 28k | 53.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.5M | 4.9k | 298.92 | |
| Home Depot (HD) | 0.8 | $1.4M | 3.5k | 414.94 | |
| Walt Disney Company (DIS) | 0.8 | $1.4M | 9.2k | 154.89 | |
| Palo Alto Networks (PANW) | 0.8 | $1.4M | 2.5k | 556.61 | |
| Honeywell International (HON) | 0.8 | $1.4M | 6.7k | 208.45 | |
| Zimmer Holdings (ZBH) | 0.7 | $1.4M | 11k | 127.03 | |
| Marsh & McLennan Companies (MMC) | 0.7 | $1.3M | 7.4k | 173.88 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $1.2M | 2.8k | 414.61 | |
| Verizon Communications (VZ) | 0.6 | $1.1M | 22k | 51.96 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.1M | 18k | 62.38 | |
| General Dynamics Corporation (GD) | 0.6 | $1.1M | 5.1k | 208.46 | |
| TJX Companies (TJX) | 0.6 | $1.1M | 14k | 75.90 | |
| Visa Com Cl A (V) | 0.5 | $1.0M | 4.6k | 216.62 | |
| BlackRock (BLK) | 0.5 | $1.0M | 1.1k | 915.38 | |
| Boeing Company (BA) | 0.5 | $968k | 4.8k | 201.25 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $961k | 16k | 61.21 | |
| Ecolab (ECL) | 0.5 | $947k | 4.0k | 234.52 | |
| Analog Devices (ADI) | 0.5 | $937k | 5.3k | 175.73 | |
| Chevron Corporation (CVX) | 0.5 | $934k | 8.0k | 117.38 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $888k | 1.6k | 567.05 | |
| Dupont De Nemours (DD) | 0.5 | $862k | 11k | 80.77 | |
| Nextera Energy (NEE) | 0.5 | $847k | 9.1k | 93.33 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $814k | 6.3k | 129.45 | |
| eBay (EBAY) | 0.4 | $798k | 12k | 66.52 | |
| Masco Corporation (MAS) | 0.4 | $718k | 10k | 70.26 | |
| At&t (T) | 0.4 | $662k | 27k | 24.59 | |
| First Tr Morningstar Divid L SHS (FDL) | 0.3 | $624k | 18k | 35.53 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $584k | 334.00 | 1748.50 | |
| Activision Blizzard | 0.3 | $502k | 7.5k | 66.56 | |
| PNC Financial Services (PNC) | 0.3 | $493k | 2.5k | 200.41 | |
| A. O. Smith Corporation (AOS) | 0.3 | $472k | 5.5k | 85.82 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $447k | 2.6k | 171.13 | |
| Pepsi (PEP) | 0.2 | $446k | 2.6k | 173.54 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $418k | 876.00 | 477.17 | |
| AmerisourceBergen (COR) | 0.2 | $414k | 3.1k | 132.95 | |
| Wal-Mart Stores (WMT) | 0.2 | $409k | 2.8k | 144.68 | |
| Tesla Motors (TSLA) | 0.2 | $388k | 367.00 | 1057.22 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $365k | 1.8k | 204.25 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $320k | 2.8k | 114.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $256k | 540.00 | 474.07 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $252k | 1.8k | 141.02 | |
| Oracle Corporation (ORCL) | 0.1 | $237k | 2.7k | 87.16 | |
| Allstate Corporation (ALL) | 0.1 | $222k | 1.9k | 117.40 | |
| Bank of America Corporation (BAC) | 0.1 | $205k | 4.6k | 44.44 | |
| Senseonics Hldgs (SENS) | 0.0 | $64k | 24k | 2.67 |
