United Bank as of Dec. 31, 2025
Portfolio Holdings for United Bank
United Bank holds 124 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $14M | 45k | 313.00 | |
| Apple (AAPL) | 4.3 | $13M | 46k | 271.86 | |
| NVIDIA Corporation (NVDA) | 4.0 | $12M | 63k | 186.50 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 3.9 | $12M | 80k | 143.97 | |
| Microsoft Corporation (MSFT) | 3.6 | $11M | 22k | 483.62 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.5 | $10M | 170k | 60.51 | |
| Amazon (AMZN) | 3.3 | $9.7M | 42k | 230.82 | |
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 3.3 | $9.6M | 236k | 40.74 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $9.1M | 28k | 322.22 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 2.7 | $8.0M | 175k | 45.85 | |
| Coca-Cola Company (KO) | 2.2 | $6.5M | 92k | 69.91 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.0 | $5.9M | 48k | 123.26 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $5.8M | 210k | 27.43 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $5.7M | 86k | 66.00 | |
| Costco Wholesale Corporation (COST) | 1.7 | $4.9M | 5.7k | 862.34 | |
| Southern Company (SO) | 1.6 | $4.8M | 55k | 87.20 | |
| Meta Platforms Cl A (META) | 1.6 | $4.7M | 7.1k | 660.09 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $4.4M | 7.8k | 570.88 | |
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $4.0M | 21k | 190.99 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $4.0M | 33k | 120.18 | |
| Abbott Laboratories (ABT) | 1.4 | $4.0M | 32k | 125.29 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 1.2 | $3.6M | 90k | 40.35 | |
| Norfolk Southern (NSC) | 1.1 | $3.3M | 12k | 288.72 | |
| salesforce (CRM) | 1.1 | $3.2M | 12k | 264.91 | |
| Advanced Micro Devices (AMD) | 1.1 | $3.1M | 15k | 214.16 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 1.0 | $3.1M | 69k | 44.71 | |
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.0 | $3.1M | 43k | 72.05 | |
| Oracle Corporation (ORCL) | 1.0 | $3.1M | 16k | 194.91 | |
| Truist Financial Corp equities (TFC) | 1.0 | $3.0M | 61k | 49.21 | |
| Eli Lilly & Co. (LLY) | 1.0 | $3.0M | 2.8k | 1074.68 | |
| Lowe's Companies (LOW) | 1.0 | $3.0M | 12k | 241.16 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $2.9M | 24k | 120.34 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.7M | 5.3k | 502.65 | |
| Caterpillar (CAT) | 0.9 | $2.7M | 4.7k | 572.87 | |
| TJX Companies (TJX) | 0.9 | $2.7M | 17k | 153.61 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.6M | 13k | 206.95 | |
| Cisco Systems (CSCO) | 0.9 | $2.6M | 34k | 77.03 | |
| General Dynamics Corporation (GD) | 0.9 | $2.6M | 7.7k | 336.66 | |
| McDonald's Corporation (MCD) | 0.9 | $2.6M | 8.4k | 305.63 | |
| AmerisourceBergen (COR) | 0.8 | $2.5M | 7.3k | 337.75 | |
| Procter & Gamble Company (PG) | 0.8 | $2.4M | 17k | 143.31 | |
| Palo Alto Networks (PANW) | 0.8 | $2.3M | 13k | 184.20 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $2.3M | 13k | 183.40 | |
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $2.3M | 15k | 154.14 | |
| Honeywell International (HON) | 0.7 | $2.1M | 11k | 195.09 | |
| Analog Devices (ADI) | 0.7 | $2.0M | 7.5k | 271.20 | |
| Walt Disney Company (DIS) | 0.7 | $2.0M | 18k | 113.77 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.7 | $2.0M | 13k | 154.80 | |
| Intercontinental Exchange (ICE) | 0.6 | $1.9M | 12k | 161.96 | |
| Citigroup Com New (C) | 0.6 | $1.8M | 16k | 116.69 | |
| GSK Sponsored Adr (GSK) | 0.6 | $1.8M | 37k | 49.04 | |
| Netflix (NFLX) | 0.6 | $1.8M | 19k | 93.76 | |
| Chevron Corporation (CVX) | 0.6 | $1.7M | 12k | 152.41 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $1.6M | 17k | 99.91 | |
| Broadcom (AVGO) | 0.5 | $1.5M | 4.5k | 346.10 | |
| Bristol Myers Squibb (BMY) | 0.5 | $1.5M | 29k | 53.94 | |
| Pfizer (PFE) | 0.5 | $1.5M | 61k | 24.90 | |
| Nextera Energy (NEE) | 0.5 | $1.5M | 19k | 80.28 | |
| Archer Aviation Com Cl A (ACHR) | 0.5 | $1.3M | 177k | 7.52 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.3M | 4.9k | 268.30 | |
| International Business Machines (IBM) | 0.4 | $1.3M | 4.4k | 296.21 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.3M | 3.6k | 349.99 | |
| Home Depot (HD) | 0.4 | $1.3M | 3.7k | 344.10 | |
| Eaton Corp SHS (ETN) | 0.4 | $1.3M | 3.9k | 318.51 | |
| Zimmer Holdings (ZBH) | 0.4 | $1.3M | 14k | 89.92 | |
| Kkr & Co (KKR) | 0.4 | $1.2M | 9.8k | 127.48 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $1.2M | 23k | 53.83 | |
| Marsh & McLennan Companies | 0.4 | $1.2M | 6.6k | 185.52 | |
| Servicenow (NOW) | 0.4 | $1.2M | 7.7k | 153.19 | |
| Paypal Holdings (PYPL) | 0.4 | $1.2M | 20k | 58.38 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.1M | 2.8k | 396.31 | |
| American Tower Reit (AMT) | 0.4 | $1.1M | 6.3k | 175.57 | |
| Intuit (INTU) | 0.4 | $1.1M | 1.6k | 662.42 | |
| Nike CL B (NKE) | 0.4 | $1.1M | 17k | 63.71 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.1M | 1.6k | 681.92 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.0M | 1.5k | 684.94 | |
| Becton, Dickinson and (BDX) | 0.3 | $943k | 4.9k | 194.07 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $893k | 1.5k | 614.31 | |
| Deere & Company (DE) | 0.3 | $886k | 1.9k | 465.57 | |
| Wal-Mart Stores (WMT) | 0.3 | $839k | 7.5k | 111.41 | |
| At&t (T) | 0.3 | $839k | 34k | 24.84 | |
| Medtronic SHS (MDT) | 0.3 | $801k | 8.3k | 96.06 | |
| Spdr Series Trust State Street Spd (SDY) | 0.3 | $765k | 5.5k | 139.16 | |
| Emerson Electric (EMR) | 0.2 | $725k | 5.5k | 132.72 | |
| Boeing Company (BA) | 0.2 | $721k | 3.3k | 217.12 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $714k | 6.1k | 117.21 | |
| Dupont De Nemours (DD) | 0.2 | $677k | 17k | 40.20 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $674k | 18k | 37.00 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $663k | 11k | 62.14 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $656k | 4.2k | 155.12 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $646k | 13k | 50.79 | |
| Tesla Motors (TSLA) | 0.2 | $591k | 1.3k | 449.72 | |
| Yum! Brands (YUM) | 0.2 | $584k | 3.9k | 151.28 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $579k | 5.8k | 99.88 | |
| Micron Technology (MU) | 0.2 | $546k | 1.9k | 285.41 | |
| IDEXX Laboratories (IDXX) | 0.2 | $474k | 700.00 | 676.53 | |
| Verizon Communications (VZ) | 0.2 | $451k | 11k | 40.73 | |
| PNC Financial Services (PNC) | 0.2 | $451k | 2.2k | 208.73 | |
| Visa Com Cl A (V) | 0.2 | $448k | 1.3k | 350.71 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $367k | 753.00 | 487.86 | |
| Intel Corporation (INTC) | 0.1 | $359k | 9.7k | 36.90 | |
| Global Payments (GPN) | 0.1 | $344k | 4.4k | 77.40 | |
| Blackrock (BLK) | 0.1 | $338k | 316.00 | 1070.34 | |
| First Tr Exchange-traded SHS (FDL) | 0.1 | $336k | 7.6k | 44.34 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $329k | 11k | 29.89 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $329k | 524.00 | 627.13 | |
| Abbvie (ABBV) | 0.1 | $309k | 1.4k | 228.49 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $299k | 4.3k | 69.40 | |
| Altria (MO) | 0.1 | $298k | 5.2k | 57.66 | |
| Regions Financial Corporation (RF) | 0.1 | $283k | 10k | 27.10 | |
| Wells Fargo & Company (WFC) | 0.1 | $282k | 3.0k | 93.20 | |
| Carrier Global Corporation (CARR) | 0.1 | $270k | 5.1k | 52.84 | |
| AFLAC Incorporated (AFL) | 0.1 | $267k | 2.4k | 110.27 | |
| Pepsi (PEP) | 0.1 | $246k | 1.7k | 143.52 | |
| Surf Air Mobility Com New (SRFM) | 0.1 | $243k | 125k | 1.94 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $231k | 487.00 | 473.30 | |
| Philip Morris International (PM) | 0.1 | $220k | 1.4k | 160.40 | |
| Consolidated Edison (ED) | 0.1 | $217k | 2.2k | 99.32 | |
| Merck & Co (MRK) | 0.1 | $215k | 2.0k | 105.26 | |
| FedEx Corporation (FDX) | 0.1 | $213k | 736.00 | 288.86 | |
| Allstate Corporation (ALL) | 0.1 | $206k | 991.00 | 208.15 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $203k | 6.6k | 30.54 | |
| Microchip Technology (MCHP) | 0.1 | $201k | 3.2k | 63.72 | |
| Oxford Square Ca (OXSQ) | 0.0 | $27k | 15k | 1.76 |
