United Bank as of Dec. 31, 2024
Portfolio Holdings for United Bank
United Bank holds 108 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Flexshares Tr Hig Yld Vl Etf (HYGV) | 5.5 | $13M | 319k | 40.68 | |
Apple (AAPL) | 4.7 | $11M | 44k | 250.42 | |
NVIDIA Corporation (NVDA) | 3.7 | $8.7M | 65k | 134.29 | |
Microsoft Corporation (MSFT) | 3.6 | $8.4M | 20k | 421.50 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $8.4M | 44k | 189.30 | |
Flexshares Tr Stoxx Globr Inf (NFRA) | 3.4 | $7.9M | 147k | 54.22 | |
Select Sector Spdr Tr Technology (XLK) | 3.2 | $7.7M | 33k | 232.52 | |
Amazon (AMZN) | 3.0 | $7.0M | 32k | 219.39 | |
JPMorgan Chase & Co. (JPM) | 2.8 | $6.6M | 27k | 239.71 | |
Costco Wholesale Corporation (COST) | 2.5 | $5.9M | 6.4k | 916.27 | |
Flexshares Tr Mornstar Upstr (GUNR) | 2.4 | $5.7M | 156k | 36.36 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 2.4 | $5.6M | 63k | 89.08 | |
Coca-Cola Company (KO) | 2.2 | $5.3M | 85k | 62.26 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $5.0M | 184k | 27.32 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 2.0 | $4.7M | 46k | 101.53 | |
Southern Company (SO) | 1.9 | $4.6M | 56k | 82.32 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $4.4M | 71k | 62.31 | |
Meta Platforms Cl A (META) | 1.5 | $3.6M | 6.2k | 585.51 | |
Vanguard Index Fds Value Etf (VTV) | 1.5 | $3.6M | 21k | 169.30 | |
Mastercard Incorporated Cl A (MA) | 1.5 | $3.5M | 6.7k | 526.57 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $3.5M | 30k | 115.22 | |
Truist Financial Corp equities (TFC) | 1.4 | $3.3M | 76k | 43.38 | |
Abbott Laboratories (ABT) | 1.4 | $3.3M | 29k | 113.11 | |
Select Sector Spdr Tr Energy (XLE) | 1.3 | $3.2M | 37k | 85.66 | |
Flexshares Tr Us Qt Lw Vlty (QLV) | 1.2 | $2.9M | 44k | 65.25 | |
Palo Alto Networks (PANW) | 1.2 | $2.8M | 15k | 181.96 | |
salesforce (CRM) | 1.2 | $2.8M | 8.3k | 334.33 | |
Lowe's Companies (LOW) | 1.2 | $2.7M | 11k | 246.80 | |
Chipotle Mexican Grill (CMG) | 1.1 | $2.7M | 45k | 60.30 | |
Procter & Gamble Company (PG) | 1.0 | $2.4M | 14k | 167.65 | |
Norfolk Southern (NSC) | 1.0 | $2.4M | 10k | 234.70 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.3M | 5.1k | 453.28 | |
Select Sector Spdr Tr Indl (XLI) | 0.9 | $2.2M | 17k | 131.76 | |
Eli Lilly & Co. (LLY) | 0.9 | $2.2M | 2.9k | 772.00 | |
Oracle Corporation (ORCL) | 0.9 | $2.2M | 13k | 166.64 | |
Exxon Mobil Corporation (XOM) | 0.9 | $2.1M | 20k | 107.57 | |
McDonald's Corporation (MCD) | 0.9 | $2.0M | 7.1k | 289.89 | |
Honeywell International (HON) | 0.9 | $2.0M | 9.0k | 225.89 | |
Intercontinental Exchange (ICE) | 0.8 | $1.9M | 13k | 149.01 | |
Blackstone Group Inc Com Cl A (BX) | 0.8 | $1.9M | 11k | 172.42 | |
General Dynamics Corporation (GD) | 0.8 | $1.8M | 7.0k | 263.49 | |
International Business Machines (IBM) | 0.8 | $1.8M | 8.2k | 219.83 | |
Deere & Company (DE) | 0.8 | $1.8M | 4.2k | 423.70 | |
Cisco Systems (CSCO) | 0.7 | $1.8M | 30k | 59.20 | |
TJX Companies (TJX) | 0.7 | $1.7M | 14k | 120.81 | |
Home Depot (HD) | 0.7 | $1.7M | 4.4k | 388.99 | |
Comcast Corp Cl A (CMCSA) | 0.7 | $1.6M | 43k | 37.53 | |
Walt Disney Company (DIS) | 0.7 | $1.6M | 14k | 111.35 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $1.6M | 3.5k | 444.68 | |
Analog Devices (ADI) | 0.7 | $1.5M | 7.3k | 212.46 | |
Mondelez Intl Cl A (MDLZ) | 0.6 | $1.5M | 26k | 59.73 | |
AmerisourceBergen (COR) | 0.6 | $1.5M | 6.5k | 224.68 | |
Marsh & McLennan Companies (MMC) | 0.6 | $1.4M | 6.8k | 212.41 | |
Chevron Corporation (CVX) | 0.6 | $1.4M | 9.7k | 144.84 | |
Blackrock (BLK) | 0.5 | $1.3M | 1.3k | 1025.11 | |
Pfizer (PFE) | 0.5 | $1.2M | 45k | 26.53 | |
Nike CL B (NKE) | 0.5 | $1.2M | 15k | 75.67 | |
Bristol Myers Squibb (BMY) | 0.5 | $1.1M | 20k | 56.56 | |
GSK Sponsored Adr (GSK) | 0.4 | $1.1M | 31k | 33.82 | |
Cdw (CDW) | 0.4 | $1.0M | 5.9k | 174.04 | |
Zimmer Holdings (ZBH) | 0.4 | $996k | 9.4k | 105.63 | |
At&t (T) | 0.4 | $991k | 44k | 22.77 | |
FedEx Corporation (FDX) | 0.4 | $971k | 3.5k | 281.33 | |
Dupont De Nemours (DD) | 0.4 | $961k | 13k | 76.25 | |
American Tower Reit (AMT) | 0.4 | $958k | 5.2k | 183.41 | |
Nextera Energy (NEE) | 0.4 | $935k | 13k | 71.69 | |
Charles Schwab Corporation (SCHW) | 0.4 | $933k | 13k | 74.01 | |
Becton, Dickinson and (BDX) | 0.4 | $862k | 3.8k | 226.87 | |
Eaton Corp SHS (ETN) | 0.4 | $839k | 2.5k | 331.87 | |
Servicenow (NOW) | 0.4 | $831k | 784.00 | 1060.12 | |
Paypal Holdings (PYPL) | 0.3 | $826k | 9.7k | 85.35 | |
Advanced Micro Devices (AMD) | 0.3 | $803k | 6.7k | 120.79 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $783k | 5.9k | 132.10 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $769k | 5.6k | 137.57 | |
Freeport-mcmoran CL B (FCX) | 0.3 | $759k | 20k | 38.08 | |
Microchip Technology (MCHP) | 0.3 | $747k | 13k | 57.35 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $717k | 1.4k | 511.23 | |
Caterpillar (CAT) | 0.3 | $705k | 1.9k | 362.76 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $688k | 2.8k | 242.13 | |
Wal-Mart Stores (WMT) | 0.3 | $640k | 7.1k | 90.35 | |
Johnson & Johnson (JNJ) | 0.3 | $637k | 4.4k | 144.62 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $635k | 1.1k | 588.68 | |
Duke Energy Corp Com New (DUK) | 0.3 | $632k | 5.9k | 107.74 | |
Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $565k | 11k | 49.76 | |
Tesla Motors (TSLA) | 0.2 | $534k | 1.3k | 403.84 | |
Global Payments (GPN) | 0.2 | $500k | 4.5k | 112.06 | |
Visa Com Cl A (V) | 0.2 | $454k | 1.4k | 316.04 | |
PNC Financial Services (PNC) | 0.2 | $452k | 2.3k | 192.85 | |
Select Sector Spdr Tr Communication (XLC) | 0.2 | $368k | 3.8k | 96.81 | |
First Tr Morningstar Divid L SHS (FDL) | 0.1 | $353k | 8.8k | 40.26 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $317k | 3.3k | 96.90 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $309k | 528.00 | 586.08 | |
Broadcom (AVGO) | 0.1 | $307k | 1.3k | 231.84 | |
IDEXX Laboratories (IDXX) | 0.1 | $289k | 700.00 | 413.44 | |
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $289k | 4.8k | 60.50 | |
Verizon Communications (VZ) | 0.1 | $265k | 6.6k | 39.99 | |
Palantir Technologies Cl A (PLTR) | 0.1 | $260k | 3.4k | 75.63 | |
AFLAC Incorporated (AFL) | 0.1 | $251k | 2.4k | 103.44 | |
Abbvie (ABBV) | 0.1 | $249k | 1.4k | 177.70 | |
Pepsi (PEP) | 0.1 | $242k | 1.6k | 152.06 | |
Wells Fargo & Company (WFC) | 0.1 | $236k | 3.4k | 70.24 | |
Altria (MO) | 0.1 | $234k | 4.5k | 52.29 | |
Biogen Idec (BIIB) | 0.1 | $218k | 1.4k | 152.92 | |
Allstate Corporation (ALL) | 0.1 | $212k | 1.1k | 192.79 | |
Putnam Managed Municipal Income Trust (PMM) | 0.0 | $86k | 14k | 5.97 | |
Aurora Innovation Class A Com (AUR) | 0.0 | $70k | 11k | 6.30 | |
Oxford Square Ca (OXSQ) | 0.0 | $43k | 18k | 2.44 | |
Senseonics Hldgs (SENS) | 0.0 | $13k | 24k | 0.52 |