United Bank as of March 31, 2025
Portfolio Holdings for United Bank
United Bank holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 5.4 | $13M | 322k | 40.38 | |
| Apple (AAPL) | 3.7 | $9.1M | 41k | 222.13 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.6 | $8.8M | 153k | 57.64 | |
| Microsoft Corporation (MSFT) | 3.3 | $8.0M | 21k | 375.39 | |
| NVIDIA Corporation (NVDA) | 3.2 | $7.8M | 72k | 108.38 | |
| Select Sector Spdr Tr Technology (XLK) | 3.1 | $7.4M | 36k | 206.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $7.0M | 45k | 154.64 | |
| Amazon (AMZN) | 2.8 | $6.7M | 35k | 190.26 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $6.5M | 27k | 245.30 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 2.6 | $6.2M | 160k | 38.81 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.5 | $6.1M | 67k | 90.54 | |
| Coca-Cola Company (KO) | 2.5 | $6.0M | 83k | 71.62 | |
| Costco Wholesale Corporation (COST) | 2.2 | $5.3M | 5.6k | 945.78 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $5.2M | 186k | 27.96 | |
| Southern Company (SO) | 2.1 | $5.1M | 56k | 91.95 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $4.6M | 50k | 92.83 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.8 | $4.3M | 74k | 58.35 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $3.9M | 7.2k | 548.12 | |
| Truist Financial Corp equities (TFC) | 1.5 | $3.7M | 90k | 41.15 | |
| Vanguard Index Fds Value Etf (VTV) | 1.5 | $3.6M | 21k | 172.74 | |
| Abbott Laboratories (ABT) | 1.5 | $3.6M | 27k | 132.65 | |
| Select Sector Spdr Tr Energy (XLE) | 1.5 | $3.6M | 38k | 93.45 | |
| Meta Platforms Cl A (META) | 1.4 | $3.5M | 6.0k | 576.36 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $3.3M | 31k | 104.57 | |
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.3 | $3.1M | 47k | 65.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.8M | 5.3k | 532.58 | |
| Lowe's Companies (LOW) | 1.2 | $2.8M | 12k | 233.23 | |
| Procter & Gamble Company (PG) | 1.1 | $2.8M | 16k | 170.42 | |
| salesforce (CRM) | 1.1 | $2.6M | 9.7k | 268.36 | |
| Palo Alto Networks (PANW) | 1.1 | $2.6M | 15k | 170.64 | |
| Norfolk Southern (NSC) | 1.1 | $2.6M | 11k | 236.85 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $2.5M | 21k | 118.93 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $2.5M | 17k | 146.01 | |
| McDonald's Corporation (MCD) | 1.0 | $2.4M | 7.6k | 312.37 | |
| Eli Lilly & Co. (LLY) | 1.0 | $2.4M | 2.9k | 825.91 | |
| Chipotle Mexican Grill (CMG) | 1.0 | $2.4M | 47k | 50.21 | |
| Intercontinental Exchange (ICE) | 0.9 | $2.2M | 13k | 172.50 | |
| General Dynamics Corporation (GD) | 0.9 | $2.2M | 7.9k | 272.58 | |
| Honeywell International (HON) | 0.8 | $2.1M | 9.7k | 211.75 | |
| Oracle Corporation (ORCL) | 0.8 | $2.0M | 14k | 139.81 | |
| AmerisourceBergen (COR) | 0.8 | $1.9M | 6.7k | 278.09 | |
| Cisco Systems (CSCO) | 0.8 | $1.9M | 30k | 61.71 | |
| TJX Companies (TJX) | 0.8 | $1.8M | 15k | 121.80 | |
| Home Depot (HD) | 0.8 | $1.8M | 5.0k | 366.49 | |
| Chevron Corporation (CVX) | 0.7 | $1.7M | 10k | 167.29 | |
| Marsh & McLennan Companies (MMC) | 0.7 | $1.7M | 7.0k | 244.03 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $1.6M | 12k | 139.78 | |
| Walt Disney Company (DIS) | 0.7 | $1.6M | 16k | 98.70 | |
| Mondelez Intl Cl A (MDLZ) | 0.7 | $1.6M | 23k | 67.85 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.5M | 9.3k | 165.84 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $1.4M | 38k | 36.90 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.3M | 22k | 60.99 | |
| Pfizer (PFE) | 0.5 | $1.3M | 52k | 25.34 | |
| International Business Machines (IBM) | 0.5 | $1.3M | 5.3k | 248.66 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.3M | 3.3k | 383.53 | |
| Analog Devices (ADI) | 0.5 | $1.3M | 6.3k | 201.67 | |
| Blackrock (BLK) | 0.5 | $1.3M | 1.3k | 946.48 | |
| American Tower Reit (AMT) | 0.5 | $1.3M | 5.8k | 217.60 | |
| GSK Sponsored Adr (GSK) | 0.5 | $1.3M | 32k | 38.74 | |
| Dupont De Nemours (DD) | 0.5 | $1.2M | 16k | 74.68 | |
| Zimmer Holdings (ZBH) | 0.5 | $1.2M | 11k | 113.18 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $1.2M | 15k | 78.28 | |
| Deere & Company (DE) | 0.5 | $1.1M | 2.4k | 469.35 | |
| Advanced Micro Devices (AMD) | 0.5 | $1.1M | 11k | 102.74 | |
| Nextera Energy (NEE) | 0.4 | $1.1M | 15k | 70.89 | |
| Select Sector Spdr Tr Indl (XLI) | 0.4 | $1.1M | 8.1k | 131.07 | |
| Cdw (CDW) | 0.4 | $1.1M | 6.6k | 160.26 | |
| Servicenow (NOW) | 0.4 | $1.0M | 1.3k | 796.14 | |
| At&t (T) | 0.4 | $1.0M | 37k | 28.28 | |
| FedEx Corporation (FDX) | 0.4 | $1.0M | 4.2k | 243.78 | |
| Nike CL B (NKE) | 0.4 | $973k | 15k | 63.48 | |
| Becton, Dickinson and (BDX) | 0.4 | $952k | 4.2k | 229.06 | |
| Eaton Corp SHS (ETN) | 0.3 | $847k | 3.1k | 271.83 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $819k | 2.8k | 288.14 | |
| Paypal Holdings (PYPL) | 0.3 | $810k | 12k | 65.25 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $804k | 6.1k | 132.46 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $767k | 5.6k | 135.68 | |
| Carrier Global Corporation (CARR) | 0.3 | $763k | 12k | 63.40 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $758k | 2.4k | 312.04 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $752k | 6.2k | 121.97 | |
| Altria (MO) | 0.3 | $720k | 12k | 60.02 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $658k | 1.4k | 468.92 | |
| Caterpillar (CAT) | 0.3 | $646k | 2.0k | 329.80 | |
| Wal-Mart Stores (WMT) | 0.3 | $627k | 7.1k | 87.79 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $606k | 1.1k | 561.90 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $572k | 11k | 53.25 | |
| Visa Com Cl A (V) | 0.2 | $447k | 1.3k | 350.46 | |
| Global Payments (GPN) | 0.2 | $437k | 4.5k | 97.92 | |
| PNC Financial Services (PNC) | 0.2 | $410k | 2.3k | 175.77 | |
| Broadcom (AVGO) | 0.2 | $392k | 2.3k | 167.43 | |
| First Tr Morningstar Divid L SHS (FDL) | 0.2 | $371k | 8.5k | 43.44 | |
| Tesla Motors (TSLA) | 0.1 | $343k | 1.3k | 259.16 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $339k | 3.5k | 96.45 | |
| Verizon Communications (VZ) | 0.1 | $319k | 7.0k | 45.36 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $305k | 546.00 | 559.39 | |
| IDEXX Laboratories (IDXX) | 0.1 | $294k | 700.00 | 419.95 | |
| Abbvie (ABBV) | 0.1 | $293k | 1.4k | 209.52 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $276k | 2.8k | 98.92 | |
| AFLAC Incorporated (AFL) | 0.1 | $270k | 2.4k | 111.19 | |
| Consolidated Edison (ED) | 0.1 | $242k | 2.2k | 110.59 | |
| Wells Fargo & Company (WFC) | 0.1 | $241k | 3.4k | 71.79 | |
| Pepsi (PEP) | 0.1 | $233k | 1.6k | 149.94 | |
| Microchip Technology (MCHP) | 0.1 | $230k | 4.7k | 48.41 | |
| Regions Financial Corporation (RF) | 0.1 | $227k | 10k | 21.73 | |
| Netflix (NFLX) | 0.1 | $219k | 235.00 | 932.53 | |
| Philip Morris International (PM) | 0.1 | $218k | 1.4k | 158.73 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $208k | 4.8k | 43.60 | |
| Allstate Corporation (ALL) | 0.1 | $203k | 980.00 | 207.07 | |
| Ford Motor Company (F) | 0.1 | $169k | 17k | 10.03 | |
| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $88k | 14k | 6.13 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $88k | 13k | 6.72 | |
| Oxford Square Ca (OXSQ) | 0.0 | $46k | 18k | 2.61 | |
| Senseonics Hldgs (SENS) | 0.0 | $16k | 24k | 0.66 |
