United Bank as of March 31, 2026
Portfolio Holdings for United Bank
United Bank holds 124 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $13M | 45k | 287.56 | |
| Apple (AAPL) | 4.1 | $12M | 48k | 253.79 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.9 | $12M | 184k | 63.95 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 3.9 | $12M | 211k | 55.16 | |
| NVIDIA Corporation (NVDA) | 3.8 | $12M | 66k | 174.40 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 3.7 | $11M | 83k | 132.90 | |
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 3.2 | $9.7M | 242k | 40.06 | |
| Microsoft Corporation (MSFT) | 3.1 | $9.3M | 25k | 370.17 | |
| Amazon (AMZN) | 3.1 | $9.3M | 45k | 208.27 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $8.4M | 29k | 294.16 | |
| Coca-Cola Company (KO) | 2.3 | $6.9M | 91k | 76.05 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $6.6M | 216k | 30.68 | |
| Costco Wholesale Corporation (COST) | 2.0 | $6.0M | 6.0k | 996.43 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $5.8M | 86k | 67.53 | |
| Southern Company (SO) | 1.8 | $5.3M | 55k | 96.52 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $5.1M | 45k | 113.11 | |
| Meta Platforms Cl A (META) | 1.6 | $4.7M | 8.2k | 572.13 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 1.5 | $4.5M | 74k | 61.26 | |
| Mastercard Incorporated Cl A (MA) | 1.4 | $4.2M | 8.3k | 499.66 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $4.1M | 33k | 124.31 | |
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $4.0M | 20k | 196.20 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $4.0M | 23k | 169.66 | |
| Advanced Micro Devices (AMD) | 1.2 | $3.6M | 18k | 203.43 | |
| Caterpillar (CAT) | 1.2 | $3.5M | 4.9k | 708.46 | |
| Abbott Laboratories (ABT) | 1.1 | $3.4M | 33k | 102.67 | |
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.1 | $3.2M | 45k | 71.89 | |
| Johnson & Johnson (JNJ) | 1.0 | $3.0M | 13k | 244.44 | |
| TJX Companies (TJX) | 1.0 | $3.0M | 19k | 159.70 | |
| Lowe's Companies (LOW) | 0.9 | $2.8M | 12k | 236.28 | |
| Broadcom (AVGO) | 0.9 | $2.8M | 9.1k | 309.51 | |
| Truist Financial Corp equities (TFC) | 0.9 | $2.7M | 60k | 45.97 | |
| Cisco Systems (CSCO) | 0.9 | $2.6M | 34k | 77.59 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.6M | 5.4k | 479.20 | |
| General Dynamics Corporation (GD) | 0.9 | $2.6M | 7.6k | 343.22 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $2.6M | 13k | 192.90 | |
| McDonald's Corporation (MCD) | 0.9 | $2.6M | 8.2k | 310.79 | |
| Eli Lilly & Co. (LLY) | 0.8 | $2.5M | 2.7k | 919.77 | |
| AmerisourceBergen (COR) | 0.8 | $2.4M | 7.7k | 314.14 | |
| Procter & Gamble Company (PG) | 0.8 | $2.4M | 17k | 144.44 | |
| Analog Devices (ADI) | 0.8 | $2.3M | 7.3k | 318.14 | |
| Chevron Corporation (CVX) | 0.8 | $2.3M | 11k | 206.90 | |
| Oracle Corporation (ORCL) | 0.7 | $2.2M | 15k | 147.11 | |
| Netflix (NFLX) | 0.7 | $2.2M | 23k | 96.15 | |
| Palo Alto Networks (PANW) | 0.7 | $2.1M | 13k | 160.32 | |
| GSK Sponsored Adr (GSK) | 0.7 | $2.1M | 38k | 55.19 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $2.1M | 18k | 114.99 | |
| salesforce (CRM) | 0.7 | $2.1M | 11k | 186.67 | |
| Norfolk Southern (NSC) | 0.7 | $2.0M | 7.0k | 287.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.8M | 4.3k | 430.29 | |
| Citigroup Com New (C) | 0.6 | $1.8M | 16k | 113.41 | |
| Walt Disney Company (DIS) | 0.6 | $1.8M | 19k | 96.38 | |
| Intercontinental Exchange (ICE) | 0.6 | $1.8M | 11k | 157.28 | |
| Eaton Corp SHS (ETN) | 0.6 | $1.7M | 4.9k | 357.67 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.7M | 28k | 60.65 | |
| Pfizer (PFE) | 0.6 | $1.7M | 61k | 28.08 | |
| Medtronic SHS (MDT) | 0.6 | $1.7M | 19k | 86.65 | |
| Honeywell International (HON) | 0.6 | $1.7M | 7.4k | 226.03 | |
| Emerson Electric (EMR) | 0.5 | $1.6M | 13k | 131.02 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $1.6M | 17k | 93.98 | |
| Nextera Energy (NEE) | 0.5 | $1.5M | 17k | 92.88 | |
| Freeport Mcmoran CL B (FCX) | 0.5 | $1.5M | 26k | 58.78 | |
| Zimmer Holdings (ZBH) | 0.4 | $1.3M | 15k | 90.42 | |
| Yum! Brands (YUM) | 0.4 | $1.3M | 8.6k | 155.48 | |
| Home Depot (HD) | 0.4 | $1.3M | 4.0k | 328.89 | |
| Boeing Company (BA) | 0.4 | $1.3M | 6.5k | 199.03 | |
| CVS Caremark Corporation (CVS) | 0.4 | $1.3M | 18k | 71.82 | |
| Kkr & Co (KKR) | 0.4 | $1.3M | 14k | 92.50 | |
| American Tower Reit (AMT) | 0.4 | $1.2M | 6.8k | 172.58 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $1.1M | 7.8k | 146.61 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.1M | 5.7k | 198.29 | |
| Deere & Company (DE) | 0.4 | $1.1M | 1.9k | 563.30 | |
| Archer Aviation Com Cl A (ACHR) | 0.3 | $1.0M | 202k | 5.17 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.0M | 1.6k | 650.34 | |
| Nike CL B (NKE) | 0.3 | $991k | 19k | 52.82 | |
| At&t (T) | 0.3 | $970k | 34k | 28.99 | |
| Wal-Mart Stores (WMT) | 0.3 | $939k | 7.6k | 124.28 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $934k | 1.4k | 653.21 | |
| Paypal Holdings (PYPL) | 0.3 | $925k | 20k | 45.23 | |
| Pepsi (PEP) | 0.3 | $920k | 5.9k | 155.29 | |
| Intuit (INTU) | 0.3 | $910k | 2.1k | 432.38 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $889k | 3.7k | 243.08 | |
| Becton, Dickinson and (BDX) | 0.3 | $852k | 5.4k | 157.23 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $841k | 1.5k | 577.18 | |
| Spdr Index Shs Fds State Street Spd (GNR) | 0.3 | $807k | 11k | 74.67 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $791k | 6.0k | 130.94 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $789k | 4.9k | 161.73 | |
| Spdr Series Trust State Street Spd (SDY) | 0.3 | $782k | 5.4k | 145.94 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $768k | 1.3k | 597.55 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $748k | 18k | 40.83 | |
| First Tr Exchange-traded SHS (FDL) | 0.2 | $731k | 14k | 50.80 | |
| International Business Machines (IBM) | 0.2 | $699k | 2.9k | 242.39 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $694k | 12k | 57.64 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $692k | 6.2k | 110.86 | |
| Micron Technology (MU) | 0.2 | $647k | 1.9k | 337.84 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $575k | 5.8k | 99.27 | |
| Marsh & McLennan Companies (MRSH) | 0.2 | $569k | 3.3k | 173.45 | |
| Tesla Motors (TSLA) | 0.2 | $567k | 1.5k | 371.75 | |
| Verizon Communications (VZ) | 0.2 | $559k | 11k | 50.20 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $491k | 8.7k | 56.68 | |
| Abbvie (ABBV) | 0.2 | $477k | 2.2k | 217.49 | |
| Dupont De Nemours (DD) | 0.2 | $457k | 10k | 45.80 | |
| PNC Financial Services (PNC) | 0.1 | $437k | 2.1k | 208.09 | |
| IDEXX Laboratories (IDXX) | 0.1 | $393k | 700.00 | 561.89 | |
| Intel Corporation (INTC) | 0.1 | $387k | 8.8k | 44.13 | |
| Visa Com Cl A (V) | 0.1 | $386k | 1.3k | 302.24 | |
| Altria (MO) | 0.1 | $341k | 5.2k | 65.99 | |
| Flexshares Tr Dev Mrk Ex Low (QLVD) | 0.1 | $334k | 10k | 32.81 | |
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $330k | 6.0k | 55.24 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $329k | 753.00 | 436.79 | |
| Global Payments (GPN) | 0.1 | $299k | 4.4k | 67.30 | |
| Delta Air Lines Com New (DAL) | 0.1 | $287k | 4.3k | 66.48 | |
| Regions Financial Corporation (RF) | 0.1 | $273k | 10k | 26.12 | |
| Blackrock (BLK) | 0.1 | $256k | 266.00 | 961.71 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $250k | 8.7k | 28.71 | |
| Consolidated Edison (ED) | 0.1 | $247k | 2.2k | 113.18 | |
| Merck & Co (MRK) | 0.1 | $246k | 2.0k | 120.29 | |
| Wells Fargo & Company (WFC) | 0.1 | $240k | 3.0k | 79.61 | |
| Philip Morris International (PM) | 0.1 | $227k | 1.4k | 165.34 | |
| FedEx Corporation (FDX) | 0.1 | $223k | 627.00 | 356.18 | |
| Allstate Corporation (ALL) | 0.1 | $206k | 991.00 | 207.34 | |
| AFLAC Incorporated (AFL) | 0.1 | $200k | 1.8k | 109.71 | |
| Surf Air Mobility Com New (SRFM) | 0.0 | $144k | 125k | 1.15 | |
| Immunitybio (IBRX) | 0.0 | $110k | 14k | 7.67 | |
| Oxford Square Ca (OXSQ) | 0.0 | $27k | 15k | 1.77 |
