United Bank as of June 30, 2026
Portfolio Holdings for United Bank
United Bank holds 122 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 4.9 | $16M | 84k | 190.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $16M | 44k | 357.37 | |
| Apple (AAPL) | 4.2 | $14M | 48k | 289.36 | |
| NVIDIA Corporation (NVDA) | 4.0 | $13M | 66k | 200.09 | |
| Flexshares Tr Stoxx Globr Inf (NFRA) | 3.7 | $12M | 191k | 64.12 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.2 | $11M | 137k | 77.11 | |
| Amazon (AMZN) | 3.2 | $11M | 44k | 238.34 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 3.1 | $10M | 210k | 49.28 | |
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 3.1 | $10M | 250k | 40.26 | |
| Advanced Micro Devices (AMD) | 3.0 | $9.9M | 17k | 580.91 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $9.3M | 28k | 327.33 | |
| Microsoft Corporation (MSFT) | 2.7 | $8.8M | 24k | 373.02 | |
| Coca-Cola Company (KO) | 2.3 | $7.5M | 93k | 81.27 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $7.1M | 223k | 31.71 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $5.7M | 42k | 137.53 | |
| Costco Wholesale Corporation (COST) | 1.7 | $5.7M | 6.1k | 935.47 | |
| Southern Company (SO) | 1.6 | $5.4M | 57k | 95.71 | |
| Caterpillar (CAT) | 1.6 | $5.3M | 4.9k | 1064.90 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $4.9M | 33k | 148.31 | |
| Broadcom (AVGO) | 1.4 | $4.5M | 12k | 377.75 | |
| Meta Platforms Cl A (META) | 1.4 | $4.5M | 7.9k | 563.29 | |
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $4.4M | 20k | 217.93 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $4.4M | 8.5k | 513.60 | |
| Palo Alto Networks (PANW) | 1.3 | $4.2M | 12k | 341.02 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.3 | $4.1M | 78k | 53.11 | |
| Cisco Systems (CSCO) | 1.2 | $3.8M | 33k | 117.46 | |
| Flexshares Tr Us Qt Lw Vlty (QLV) | 1.1 | $3.6M | 47k | 75.49 | |
| Eli Lilly & Co. (LLY) | 1.0 | $3.2M | 2.6k | 1199.43 | |
| Johnson & Johnson (JNJ) | 1.0 | $3.2M | 13k | 253.97 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $3.0M | 22k | 136.72 | |
| TJX Companies (TJX) | 0.9 | $3.0M | 20k | 151.50 | |
| Analog Devices (ADI) | 0.9 | $3.0M | 7.4k | 397.17 | |
| Truist Financial Corp equities (TFC) | 0.9 | $2.9M | 59k | 49.82 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.8M | 5.5k | 500.39 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $2.6M | 14k | 189.73 | |
| Citigroup Com New (C) | 0.8 | $2.5M | 18k | 139.96 | |
| Lowe's Companies (LOW) | 0.8 | $2.5M | 12k | 220.49 | |
| General Dynamics Corporation (GD) | 0.8 | $2.5M | 7.1k | 354.24 | |
| Oracle Corporation (ORCL) | 0.7 | $2.4M | 16k | 146.55 | |
| Micron Technology (MU) | 0.7 | $2.4M | 2.0k | 1154.29 | |
| Procter & Gamble Company (PG) | 0.7 | $2.3M | 16k | 146.64 | |
| AmerisourceBergen (COR) | 0.7 | $2.3M | 8.0k | 282.98 | |
| Eaton Corp SHS (ETN) | 0.7 | $2.3M | 5.3k | 426.12 | |
| CVS Caremark Corporation (CVS) | 0.7 | $2.3M | 22k | 103.45 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $2.2M | 5.9k | 368.38 | |
| McDonald's Corporation (MCD) | 0.6 | $2.1M | 7.7k | 270.31 | |
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $2.0M | 17k | 117.67 | |
| GSK Sponsored Adr (GSK) | 0.6 | $1.9M | 36k | 52.42 | |
| Walt Disney Company (DIS) | 0.6 | $1.8M | 19k | 96.25 | |
| Emerson Electric (EMR) | 0.5 | $1.8M | 13k | 143.15 | |
| salesforce (CRM) | 0.5 | $1.8M | 11k | 156.66 | |
| Medtronic SHS (MDT) | 0.5 | $1.8M | 23k | 78.23 | |
| Chevron Corporation (CVX) | 0.5 | $1.7M | 10k | 165.76 | |
| Bristol Myers Squibb (BMY) | 0.5 | $1.7M | 29k | 57.62 | |
| Freeport Mcmoran CL B (FCX) | 0.5 | $1.6M | 26k | 62.89 | |
| Netflix (NFLX) | 0.5 | $1.6M | 23k | 71.40 | |
| Yum! Brands (YUM) | 0.5 | $1.6M | 9.9k | 159.86 | |
| Boeing Company (BA) | 0.5 | $1.6M | 7.2k | 216.47 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $1.5M | 17k | 92.27 | |
| Nextera Energy (NEE) | 0.4 | $1.4M | 16k | 87.77 | |
| Intercontinental Exchange (ICE) | 0.4 | $1.3M | 11k | 123.11 | |
| Pfizer (PFE) | 0.4 | $1.3M | 56k | 24.08 | |
| Norfolk Southern (NSC) | 0.4 | $1.3M | 4.3k | 314.59 | |
| Pepsi (PEP) | 0.4 | $1.3M | 9.9k | 135.40 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.3M | 1.8k | 746.77 | |
| Kkr & Co (KKR) | 0.4 | $1.3M | 14k | 91.78 | |
| American Tower Reit (AMT) | 0.4 | $1.3M | 7.7k | 163.57 | |
| Zimmer Holdings (ZBH) | 0.4 | $1.3M | 15k | 86.09 | |
| Home Depot (HD) | 0.4 | $1.2M | 3.4k | 352.68 | |
| Becton, Dickinson and (BDX) | 0.3 | $1.1M | 7.2k | 151.33 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.3 | $1.1M | 10k | 107.13 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.1M | 1.5k | 736.40 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.1M | 1.4k | 748.89 | |
| Abbott Laboratories (ABT) | 0.3 | $1.1M | 12k | 90.74 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.0M | 9.2k | 113.26 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.3 | $942k | 5.1k | 185.23 | |
| Deere & Company (DE) | 0.3 | $920k | 1.5k | 634.33 | |
| Nike CL B (NKE) | 0.3 | $872k | 21k | 41.05 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $835k | 1.2k | 686.81 | |
| First Tr Exchange-traded SHS (FDL) | 0.3 | $832k | 17k | 48.66 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $812k | 5.3k | 152.18 | |
| International Business Machines (IBM) | 0.2 | $763k | 2.7k | 281.21 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $753k | 5.9k | 126.58 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $681k | 5.5k | 124.44 | |
| Archer Aviation Com Cl A (ACHR) | 0.2 | $659k | 139k | 4.73 | |
| Spdr Index Shs Fds St Str Nat Etf (GNR) | 0.2 | $650k | 9.7k | 67.31 | |
| At&t (T) | 0.2 | $645k | 31k | 20.70 | |
| Tesla Motors (TSLA) | 0.2 | $638k | 1.5k | 420.60 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $588k | 10k | 56.48 | |
| Abbvie (ABBV) | 0.2 | $552k | 2.2k | 251.64 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $547k | 5.5k | 98.98 | |
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $534k | 12k | 44.03 | |
| PNC Financial Services (PNC) | 0.2 | $505k | 2.1k | 246.22 | |
| Paypal Holdings (PYPL) | 0.2 | $505k | 12k | 43.18 | |
| S&p Global (SPGI) | 0.1 | $476k | 1.2k | 407.26 | |
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $462k | 7.7k | 60.29 | |
| Flexshares Tr Dev Mrk Ex Low (QLVD) | 0.1 | $445k | 14k | 32.53 | |
| Intuit (INTU) | 0.1 | $437k | 1.7k | 261.00 | |
| Intel Corporation (INTC) | 0.1 | $433k | 3.1k | 139.63 | |
| Applied Materials (AMAT) | 0.1 | $416k | 575.00 | 723.00 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $415k | 2.6k | 158.66 | |
| Visa Com Cl A (V) | 0.1 | $407k | 1.2k | 343.09 | |
| Delta Air Lines Com New (DAL) | 0.1 | $404k | 4.3k | 93.66 | |
| Verizon Communications (VZ) | 0.1 | $396k | 9.3k | 42.34 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $389k | 4.5k | 86.14 | |
| Altria (MO) | 0.1 | $372k | 5.2k | 71.95 | |
| IDEXX Laboratories (IDXX) | 0.1 | $369k | 700.00 | 526.44 | |
| Honeywell International (HON) | 0.1 | $368k | 1.6k | 223.83 | |
| Global Payments (GPN) | 0.1 | $323k | 4.4k | 72.56 | |
| Regions Financial Corporation (RF) | 0.1 | $316k | 10k | 30.20 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $295k | 1.4k | 205.02 | |
| Merck & Co (MRK) | 0.1 | $248k | 1.9k | 128.50 | |
| Consolidated Edison (ED) | 0.1 | $242k | 2.2k | 110.63 | |
| Philip Morris International (PM) | 0.1 | $231k | 1.3k | 180.91 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $231k | 1.9k | 124.17 | |
| Ge Aerospace Com New (GE) | 0.1 | $229k | 612.00 | 373.73 | |
| AFLAC Incorporated (AFL) | 0.1 | $214k | 1.8k | 117.25 | |
| Allstate Corporation (ALL) | 0.1 | $202k | 847.00 | 237.94 | |
| Surf Air Mobility Com New (SRFM) | 0.0 | $145k | 125k | 1.16 | |
| Immunitybio (IBRX) | 0.0 | $125k | 14k | 8.76 | |
| Oxford Square Ca (OXSQ) | 0.0 | $20k | 15k | 1.32 | |
| Ses Ai Corporation Cl A Com (SES) | 0.0 | $18k | 19k | 0.96 |
