United Bank as of March 31, 2022
Portfolio Holdings for United Bank
United Bank holds 89 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 6.3 | $12M | 257k | 46.32 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 5.7 | $11M | 231k | 46.83 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 4.0 | $7.6M | 70k | 108.37 | |
| Apple (AAPL) | 4.0 | $7.6M | 44k | 174.61 | |
| Microsoft Corporation (MSFT) | 3.2 | $6.1M | 20k | 308.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $5.7M | 2.0k | 2781.11 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 2.8 | $5.3M | 93k | 57.42 | |
| Select Sector Spdr Tr Technology (XLK) | 2.7 | $5.1M | 32k | 158.92 | |
| Amazon (AMZN) | 2.3 | $4.4M | 1.4k | 3259.94 | |
| Truist Financial Corp equities (TFC) | 2.2 | $4.2M | 75k | 56.70 | |
| Coca-Cola Company (KO) | 2.2 | $4.2M | 68k | 62.01 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $4.2M | 55k | 76.38 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 2.2 | $4.1M | 32k | 128.11 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $3.7M | 47k | 78.89 | |
| Vanguard Index Fds Value Etf (VTV) | 2.0 | $3.7M | 25k | 147.77 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $3.7M | 27k | 136.30 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $3.6M | 13k | 268.34 | |
| Abbott Laboratories (ABT) | 1.7 | $3.2M | 27k | 118.37 | |
| Costco Wholesale Corporation (COST) | 1.6 | $3.0M | 5.3k | 575.94 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $3.0M | 28k | 107.89 | |
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.4 | $2.7M | 49k | 54.90 | |
| Southern Company (SO) | 1.4 | $2.6M | 36k | 72.51 | |
| Select Sector Spdr Tr Energy (XLE) | 1.3 | $2.5M | 33k | 76.44 | |
| Pfizer (PFE) | 1.3 | $2.4M | 47k | 51.77 | |
| Eli Lilly & Co. (LLY) | 1.2 | $2.2M | 7.8k | 286.36 | |
| Johnson & Johnson (JNJ) | 1.2 | $2.2M | 12k | 177.25 | |
| Norfolk Southern (NSC) | 1.1 | $2.2M | 7.6k | 285.19 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $2.1M | 6.0k | 357.42 | |
| Intercontinental Exchange (ICE) | 1.1 | $2.1M | 16k | 132.10 | |
| NVIDIA Corporation (NVDA) | 1.1 | $2.1M | 7.7k | 272.90 | |
| Procter & Gamble Company (PG) | 1.1 | $2.0M | 13k | 152.82 | |
| Lowe's Companies (LOW) | 1.0 | $2.0M | 9.7k | 202.18 | |
| Nike CL B (NKE) | 1.0 | $2.0M | 15k | 134.53 | |
| CVS Caremark Corporation (CVS) | 1.0 | $1.9M | 19k | 101.19 | |
| Deere & Company (DE) | 1.0 | $1.9M | 4.5k | 415.49 | |
| McDonald's Corporation (MCD) | 1.0 | $1.8M | 7.4k | 247.22 | |
| Palo Alto Networks (PANW) | 0.9 | $1.8M | 2.8k | 622.61 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $1.7M | 37k | 46.82 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.7M | 4.8k | 352.90 | |
| Mondelez Intl Cl A (MDLZ) | 0.9 | $1.7M | 27k | 62.76 | |
| salesforce (CRM) | 0.9 | $1.7M | 7.9k | 212.33 | |
| Duke Energy Corp Com New (DUK) | 0.9 | $1.7M | 15k | 111.65 | |
| Honeywell International (HON) | 0.9 | $1.6M | 8.4k | 194.55 | |
| Intel Corporation (INTC) | 0.8 | $1.5M | 31k | 49.55 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.8 | $1.5M | 24k | 62.78 | |
| Zimmer Holdings (ZBH) | 0.8 | $1.4M | 11k | 127.89 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.7 | $1.4M | 13k | 102.95 | |
| American Tower Reit (AMT) | 0.7 | $1.4M | 5.4k | 251.29 | |
| Walt Disney Company (DIS) | 0.7 | $1.4M | 9.9k | 137.20 | |
| Lauder Estee Cos Cl A (EL) | 0.7 | $1.3M | 4.9k | 272.39 | |
| Marsh & McLennan Companies (MMC) | 0.7 | $1.3M | 7.6k | 170.45 | |
| Bristol Myers Squibb (BMY) | 0.7 | $1.3M | 18k | 73.01 | |
| Meta Platforms Cl A (META) | 0.7 | $1.2M | 5.6k | 222.40 | |
| General Dynamics Corporation (GD) | 0.6 | $1.2M | 5.1k | 241.24 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.2M | 15k | 82.60 | |
| Chevron Corporation (CVX) | 0.6 | $1.1M | 7.0k | 162.83 | |
| Analog Devices (ADI) | 0.6 | $1.1M | 6.6k | 165.19 | |
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $1.1M | 8.4k | 127.00 | |
| Home Depot (HD) | 0.5 | $1.0M | 3.3k | 299.19 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.0M | 3.0k | 337.15 | |
| BlackRock (BLK) | 0.5 | $983k | 1.3k | 763.79 | |
| Boeing Company (BA) | 0.5 | $964k | 5.0k | 191.42 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $961k | 2.1k | 455.67 | |
| TJX Companies (TJX) | 0.5 | $921k | 15k | 60.60 | |
| Dupont De Nemours (DD) | 0.4 | $845k | 12k | 73.59 | |
| Nextera Energy (NEE) | 0.4 | $844k | 10k | 84.69 | |
| Ecolab (ECL) | 0.4 | $733k | 4.1k | 176.67 | |
| Cisco Systems (CSCO) | 0.3 | $645k | 12k | 55.75 | |
| Masco Corporation (MAS) | 0.3 | $645k | 13k | 51.01 | |
| At&t (T) | 0.3 | $614k | 26k | 23.63 | |
| Activision Blizzard | 0.3 | $596k | 7.4k | 80.13 | |
| Visa Com Cl A (V) | 0.3 | $593k | 2.7k | 221.60 | |
| First Tr Morningstar Divid L SHS (FDL) | 0.3 | $569k | 15k | 37.44 | |
| AmerisourceBergen (COR) | 0.3 | $562k | 3.6k | 154.74 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $472k | 2.6k | 180.70 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $470k | 297.00 | 1582.49 | |
| PNC Financial Services (PNC) | 0.2 | $454k | 2.5k | 184.55 | |
| Wal-Mart Stores (WMT) | 0.2 | $411k | 2.8k | 148.75 | |
| Verizon Communications (VZ) | 0.2 | $402k | 7.9k | 51.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $401k | 883.00 | 454.13 | |
| Tesla Motors (TSLA) | 0.2 | $398k | 369.00 | 1078.59 | |
| Pepsi (PEP) | 0.2 | $381k | 2.3k | 167.55 | |
| A. O. Smith Corporation (AOS) | 0.2 | $351k | 5.5k | 63.82 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $331k | 1.8k | 184.92 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $299k | 2.8k | 107.05 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $286k | 1.5k | 189.78 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $244k | 540.00 | 451.85 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $200k | 1.5k | 136.89 | |
| Senseonics Hldgs (SENS) | 0.0 | $47k | 24k | 1.96 |
