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 |