United Bank as of June 30, 2025
Portfolio Holdings for United Bank
United Bank holds 116 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.0 | $11M | 67k | 157.99 | |
| Microsoft Corporation (MSFT) | 3.9 | $10M | 20k | 497.41 | |
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 3.7 | $9.5M | 233k | 41.03 | |
| Apple (AAPL) | 3.6 | $9.4M | 46k | 205.17 | |
| Select Sector Spdr Tr Technology (XLK) | 3.5 | $9.3M | 37k | 253.23 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.3 | $8.6M | 140k | 61.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $8.5M | 48k | 176.23 | |
| Amazon (AMZN) | 3.1 | $8.1M | 37k | 219.39 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $8.1M | 28k | 289.91 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 2.6 | $6.9M | 172k | 40.11 | |
| Coca-Cola Company (KO) | 2.5 | $6.5M | 91k | 70.75 | |
| Costco Wholesale Corporation (COST) | 2.2 | $5.8M | 5.8k | 989.94 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $5.7M | 52k | 110.10 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $5.2M | 196k | 26.50 | |
| Southern Company (SO) | 2.0 | $5.1M | 56k | 91.83 | |
| Meta Platforms Cl A (META) | 1.9 | $5.1M | 6.9k | 738.09 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.8 | $4.7M | 76k | 62.02 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.7 | $4.3M | 49k | 89.06 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $4.0M | 7.1k | 561.94 | |
| Abbott Laboratories (ABT) | 1.5 | $3.9M | 29k | 136.01 | |
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $3.8M | 21k | 176.74 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $3.6M | 33k | 109.29 | |
| Oracle Corporation (ORCL) | 1.3 | $3.3M | 15k | 218.63 | |
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.2 | $3.2M | 46k | 68.10 | |
| Select Sector Spdr Tr Energy (XLE) | 1.2 | $3.0M | 36k | 84.81 | |
| Truist Financial Corp equities (TFC) | 1.1 | $3.0M | 70k | 42.99 | |
| Palo Alto Networks (PANW) | 1.1 | $2.9M | 14k | 204.64 | |
| salesforce (CRM) | 1.1 | $2.8M | 10k | 272.69 | |
| Norfolk Southern (NSC) | 1.0 | $2.7M | 11k | 255.97 | |
| Lowe's Companies (LOW) | 1.0 | $2.7M | 12k | 221.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.6M | 5.4k | 485.77 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $2.6M | 19k | 134.79 | |
| Procter & Gamble Company (PG) | 0.9 | $2.5M | 16k | 159.32 | |
| Chipotle Mexican Grill (CMG) | 0.9 | $2.4M | 43k | 56.15 | |
| McDonald's Corporation (MCD) | 0.9 | $2.4M | 8.1k | 292.17 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $2.4M | 22k | 107.80 | |
| General Dynamics Corporation (GD) | 0.9 | $2.3M | 7.9k | 291.66 | |
| Eli Lilly & Co. (LLY) | 0.9 | $2.2M | 2.9k | 779.53 | |
| Honeywell International (HON) | 0.8 | $2.2M | 9.2k | 232.88 | |
| AmerisourceBergen (COR) | 0.8 | $2.1M | 7.0k | 299.85 | |
| Cisco Systems (CSCO) | 0.8 | $2.0M | 29k | 69.38 | |
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $2.0M | 14k | 149.58 | |
| TJX Companies (TJX) | 0.8 | $2.0M | 16k | 123.49 | |
| Intercontinental Exchange (ICE) | 0.8 | $2.0M | 11k | 183.47 | |
| Walt Disney Company (DIS) | 0.7 | $1.9M | 15k | 124.01 | |
| Advanced Micro Devices (AMD) | 0.7 | $1.9M | 13k | 141.90 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.9M | 12k | 152.75 | |
| Mondelez Intl Cl A (MDLZ) | 0.7 | $1.8M | 26k | 67.44 | |
| Chevron Corporation (CVX) | 0.6 | $1.6M | 11k | 143.19 | |
| Caterpillar (CAT) | 0.6 | $1.6M | 4.1k | 388.21 | |
| Home Depot (HD) | 0.6 | $1.6M | 4.3k | 366.64 | |
| Servicenow (NOW) | 0.6 | $1.6M | 1.5k | 1028.08 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $1.5M | 42k | 35.69 | |
| Analog Devices (ADI) | 0.6 | $1.5M | 6.3k | 238.02 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $1.5M | 10k | 146.02 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $1.5M | 16k | 91.24 | |
| International Business Machines (IBM) | 0.6 | $1.5M | 5.0k | 294.78 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.5M | 3.8k | 386.88 | |
| American Tower Reit (AMT) | 0.5 | $1.4M | 6.5k | 221.02 | |
| Pfizer (PFE) | 0.5 | $1.4M | 58k | 24.24 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $1.4M | 6.3k | 218.64 | |
| Eaton Corp SHS (ETN) | 0.5 | $1.4M | 3.9k | 356.99 | |
| GSK Sponsored Adr (GSK) | 0.5 | $1.4M | 35k | 38.40 | |
| Paypal Holdings (PYPL) | 0.5 | $1.3M | 17k | 74.32 | |
| Dupont De Nemours (DD) | 0.5 | $1.3M | 19k | 68.59 | |
| Carrier Global Corporation (CARR) | 0.5 | $1.2M | 17k | 73.19 | |
| Nike CL B (NKE) | 0.5 | $1.2M | 17k | 71.04 | |
| Bristol Myers Squibb (BMY) | 0.4 | $1.2M | 25k | 46.29 | |
| Deere & Company (DE) | 0.4 | $1.1M | 2.2k | 508.49 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.1M | 3.6k | 298.89 | |
| Zimmer Holdings (ZBH) | 0.4 | $1.1M | 12k | 91.21 | |
| Nextera Energy (NEE) | 0.4 | $1.1M | 16k | 69.42 | |
| At&t (T) | 0.4 | $1.1M | 37k | 28.94 | |
| Citigroup Com New (C) | 0.4 | $972k | 11k | 85.12 | |
| Becton, Dickinson and (BDX) | 0.3 | $887k | 5.1k | 172.25 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $866k | 2.8k | 304.83 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $774k | 1.4k | 551.64 | |
| Kkr & Co (KKR) | 0.3 | $769k | 5.8k | 133.03 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.3 | $763k | 5.6k | 135.73 | |
| Intuit (INTU) | 0.3 | $734k | 932.00 | 787.63 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $724k | 6.1k | 118.00 | |
| Wal-Mart Stores (WMT) | 0.3 | $703k | 7.2k | 97.78 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $670k | 1.1k | 620.90 | |
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $633k | 4.3k | 147.52 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $579k | 11k | 54.24 | |
| Blackrock (BLK) | 0.2 | $551k | 525.00 | 1049.25 | |
| Tesla Motors (TSLA) | 0.2 | $470k | 1.5k | 317.66 | |
| Cdw (CDW) | 0.2 | $462k | 2.6k | 178.59 | |
| Visa Com Cl A (V) | 0.2 | $453k | 1.3k | 355.05 | |
| FedEx Corporation (FDX) | 0.2 | $436k | 1.9k | 227.31 | |
| PNC Financial Services (PNC) | 0.2 | $432k | 2.3k | 186.42 | |
| Archer Aviation Com Cl A (ACHR) | 0.2 | $427k | 39k | 10.85 | |
| IDEXX Laboratories (IDXX) | 0.1 | $375k | 700.00 | 536.34 | |
| Global Payments (GPN) | 0.1 | $356k | 4.4k | 80.04 | |
| Verizon Communications (VZ) | 0.1 | $339k | 7.8k | 43.27 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $337k | 546.00 | 617.85 | |
| First Tr Exchange-traded SHS (FDL) | 0.1 | $326k | 7.8k | 41.87 | |
| Netflix (NFLX) | 0.1 | $317k | 237.00 | 1339.13 | |
| Microchip Technology (MCHP) | 0.1 | $297k | 4.2k | 70.37 | |
| Altria (MO) | 0.1 | $283k | 4.8k | 58.63 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $277k | 2.8k | 99.20 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $264k | 465.00 | 568.03 | |
| Wells Fargo & Company (WFC) | 0.1 | $264k | 3.3k | 80.12 | |
| Abbvie (ABBV) | 0.1 | $260k | 1.4k | 185.62 | |
| AFLAC Incorporated (AFL) | 0.1 | $256k | 2.4k | 105.46 | |
| Philip Morris International (PM) | 0.1 | $250k | 1.4k | 182.13 | |
| Regions Financial Corporation (RF) | 0.1 | $246k | 10k | 23.52 | |
| Micron Technology (MU) | 0.1 | $236k | 1.9k | 123.25 | |
| Consolidated Edison (ED) | 0.1 | $219k | 2.2k | 100.35 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $216k | 4.4k | 49.18 | |
| Pepsi (PEP) | 0.1 | $205k | 1.6k | 132.04 | |
| Intel Corporation (INTC) | 0.1 | $205k | 9.1k | 22.40 | |
| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $86k | 14k | 5.98 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $69k | 13k | 5.24 | |
| Oxford Square Ca (OXSQ) | 0.0 | $39k | 18k | 2.23 | |
| Senseonics Hldgs (SENS) | 0.0 | $11k | 24k | 0.48 |
