United Bank as of Sept. 30, 2025
Portfolio Holdings for United Bank
United Bank holds 119 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.5 | $13M | 69k | 186.58 | |
| Apple (AAPL) | 4.2 | $12M | 47k | 254.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $11M | 47k | 243.10 | |
| Select Sector Spdr Tr Technology (XLK) | 3.8 | $11M | 38k | 281.86 | |
| Microsoft Corporation (MSFT) | 3.7 | $11M | 21k | 517.95 | |
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 3.5 | $10M | 242k | 41.20 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.5 | $9.9M | 158k | 62.92 | |
| Amazon (AMZN) | 3.1 | $8.9M | 41k | 219.57 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $8.9M | 28k | 315.43 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 2.7 | $7.8M | 177k | 43.78 | |
| Coca-Cola Company (KO) | 2.1 | $6.1M | 93k | 66.32 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.1 | $6.1M | 50k | 120.72 | |
| Costco Wholesale Corporation (COST) | 2.0 | $5.6M | 6.1k | 925.63 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $5.5M | 203k | 27.30 | |
| Meta Platforms Cl A (META) | 1.8 | $5.3M | 7.2k | 734.38 | |
| Southern Company (SO) | 1.8 | $5.3M | 56k | 94.77 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.8 | $5.1M | 79k | 65.26 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $4.4M | 7.7k | 568.81 | |
| Oracle Corporation (ORCL) | 1.4 | $4.1M | 15k | 281.24 | |
| Abbott Laboratories (ABT) | 1.4 | $4.1M | 31k | 133.94 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $4.0M | 34k | 118.83 | |
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $4.0M | 21k | 186.49 | |
| Norfolk Southern (NSC) | 1.2 | $3.3M | 11k | 300.41 | |
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.1 | $3.2M | 45k | 71.94 | |
| Lowe's Companies (LOW) | 1.1 | $3.2M | 13k | 251.31 | |
| Select Sector Spdr Tr Energy (XLE) | 1.1 | $3.1M | 35k | 89.34 | |
| Palo Alto Networks (PANW) | 1.0 | $2.9M | 14k | 203.62 | |
| Truist Financial Corp equities (TFC) | 1.0 | $2.9M | 62k | 45.72 | |
| salesforce (CRM) | 1.0 | $2.8M | 12k | 237.00 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $2.7M | 19k | 139.17 | |
| General Dynamics Corporation (GD) | 0.9 | $2.6M | 7.8k | 341.00 | |
| Advanced Micro Devices (AMD) | 0.9 | $2.6M | 16k | 161.79 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $2.6M | 23k | 112.75 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.6M | 5.1k | 502.74 | |
| Procter & Gamble Company (PG) | 0.9 | $2.5M | 16k | 153.65 | |
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $2.5M | 15k | 170.85 | |
| McDonald's Corporation (MCD) | 0.9 | $2.5M | 8.1k | 303.89 | |
| TJX Companies (TJX) | 0.8 | $2.4M | 17k | 144.54 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.4M | 13k | 185.42 | |
| AmerisourceBergen (COR) | 0.8 | $2.3M | 7.3k | 312.53 | |
| Cisco Systems (CSCO) | 0.8 | $2.3M | 33k | 68.42 | |
| Honeywell International (HON) | 0.8 | $2.2M | 10k | 210.50 | |
| Caterpillar (CAT) | 0.8 | $2.2M | 4.5k | 477.15 | |
| Eli Lilly & Co. (LLY) | 0.7 | $2.1M | 2.8k | 763.00 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $2.0M | 12k | 167.33 | |
| Intercontinental Exchange (ICE) | 0.7 | $1.9M | 12k | 168.48 | |
| Chipotle Mexican Grill (CMG) | 0.7 | $1.9M | 49k | 39.19 | |
| Walt Disney Company (DIS) | 0.7 | $1.9M | 17k | 114.50 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $1.9M | 20k | 91.42 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.6 | $1.8M | 42k | 42.13 | |
| Chevron Corporation (CVX) | 0.6 | $1.8M | 11k | 155.29 | |
| Mondelez Intl Cl A (MDLZ) | 0.6 | $1.7M | 27k | 62.47 | |
| Home Depot (HD) | 0.6 | $1.7M | 4.2k | 405.19 | |
| Dupont De Nemours (DD) | 0.6 | $1.7M | 21k | 77.90 | |
| GSK Sponsored Adr (GSK) | 0.6 | $1.6M | 38k | 43.16 | |
| Eaton Corp SHS (ETN) | 0.6 | $1.6M | 4.2k | 374.25 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.6M | 4.5k | 352.75 | |
| Analog Devices (ADI) | 0.5 | $1.6M | 6.4k | 245.70 | |
| Servicenow (NOW) | 0.5 | $1.6M | 1.7k | 920.28 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $1.6M | 17k | 95.47 | |
| Pfizer (PFE) | 0.5 | $1.5M | 61k | 25.48 | |
| Citigroup Com New (C) | 0.5 | $1.5M | 15k | 101.50 | |
| Paypal Holdings (PYPL) | 0.5 | $1.4M | 22k | 67.06 | |
| Netflix (NFLX) | 0.5 | $1.4M | 1.2k | 1198.92 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.4M | 44k | 31.42 | |
| Nextera Energy (NEE) | 0.5 | $1.3M | 18k | 75.49 | |
| Nike CL B (NKE) | 0.5 | $1.3M | 19k | 69.73 | |
| International Business Machines (IBM) | 0.5 | $1.3M | 4.7k | 282.16 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $1.3M | 6.5k | 201.53 | |
| Zimmer Holdings (ZBH) | 0.4 | $1.3M | 13k | 98.50 | |
| Carrier Global Corporation (CARR) | 0.4 | $1.3M | 21k | 59.70 | |
| American Tower Reit (AMT) | 0.4 | $1.2M | 6.4k | 192.32 | |
| Bristol Myers Squibb (BMY) | 0.4 | $1.2M | 27k | 45.10 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.2M | 4.7k | 246.60 | |
| Becton, Dickinson and (BDX) | 0.4 | $1.0M | 5.5k | 187.17 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.0M | 2.8k | 355.47 | |
| At&t (T) | 0.3 | $987k | 35k | 28.24 | |
| Kkr & Co (KKR) | 0.3 | $977k | 7.5k | 129.95 | |
| Deere & Company (DE) | 0.3 | $879k | 1.9k | 457.26 | |
| Intuit (INTU) | 0.3 | $863k | 1.3k | 682.91 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $842k | 1.4k | 600.37 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.3 | $770k | 5.5k | 140.05 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $760k | 6.1k | 123.75 | |
| Wal-Mart Stores (WMT) | 0.3 | $741k | 7.2k | 103.06 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $722k | 1.1k | 669.30 | |
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $641k | 4.2k | 154.23 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $632k | 11k | 59.21 | |
| Archer Aviation Com Cl A (ACHR) | 0.2 | $606k | 63k | 9.58 | |
| Tesla Motors (TSLA) | 0.2 | $584k | 1.3k | 444.72 | |
| Blackrock (BLK) | 0.2 | $473k | 406.00 | 1165.87 | |
| IDEXX Laboratories (IDXX) | 0.2 | $447k | 700.00 | 638.89 | |
| PNC Financial Services (PNC) | 0.2 | $436k | 2.2k | 200.93 | |
| Visa Com Cl A (V) | 0.2 | $436k | 1.3k | 341.38 | |
| Verizon Communications (VZ) | 0.1 | $428k | 9.7k | 43.95 | |
| Global Payments (GPN) | 0.1 | $369k | 4.4k | 83.08 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $350k | 525.00 | 666.18 | |
| First Tr Exchange-traded SHS (FDL) | 0.1 | $333k | 7.7k | 43.41 | |
| Intel Corporation (INTC) | 0.1 | $326k | 9.7k | 33.55 | |
| Altria (MO) | 0.1 | $323k | 4.9k | 66.06 | |
| Micron Technology (MU) | 0.1 | $320k | 1.9k | 167.32 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $316k | 659.00 | 479.61 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $290k | 474.00 | 612.38 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $281k | 2.8k | 100.25 | |
| Regions Financial Corporation (RF) | 0.1 | $276k | 10k | 26.37 | |
| Wells Fargo & Company (WFC) | 0.1 | $271k | 3.2k | 83.82 | |
| AFLAC Incorporated (AFL) | 0.1 | $271k | 2.4k | 111.70 | |
| Cdw (CDW) | 0.1 | $260k | 1.6k | 159.28 | |
| Microchip Technology (MCHP) | 0.1 | $258k | 4.0k | 64.22 | |
| Abbvie (ABBV) | 0.1 | $255k | 1.1k | 231.54 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $250k | 4.4k | 56.75 | |
| Broadcom (AVGO) | 0.1 | $244k | 738.00 | 329.91 | |
| FedEx Corporation (FDX) | 0.1 | $237k | 1.0k | 235.81 | |
| Pepsi (PEP) | 0.1 | $232k | 1.7k | 140.44 | |
| Philip Morris International (PM) | 0.1 | $223k | 1.4k | 162.20 | |
| Consolidated Edison (ED) | 0.1 | $220k | 2.2k | 100.52 | |
| Allstate Corporation (ALL) | 0.1 | $210k | 980.00 | 214.65 | |
| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $87k | 14k | 6.04 | |
| Oxford Square Ca (OXSQ) | 0.0 | $28k | 18k | 1.59 | |
| Senseonics Hldgs (SENS) | 0.0 | $11k | 24k | 0.44 |
