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First United Bank & Trust

Latest statistics and disclosures from First United Bank & Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, VTV, AAPL, VOO, VUG, and represent 20.78% of First United Bank & Trust's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$18M), FTNT, HYGV, EW, Ishares Bitcoin Tr, FBND, SPGP, IYH, RTX, RSP.
Started 16 new stock positions in IEF, VALE, FTNT, FDN, RTX, IOVA, TGT, MPC, QQQ, FPE. CF, EW, TAP, TRV, VCLT, Ishares Bitcoin Tr.
Reduced shares in these 10 stocks: Invesco Qqq Tr (-$16M), , , CSX, Raytheon Technologies Corp, VUG, ROK, ESG, BMY, XOM.
Sold out of its positions in AES, AEM, AWK, ABR, Invesco Qqq Tr, BXSL, BAH, CLF, STZ, DELL.
First United Bank & Trust was a net buyer of stock by $2.7M.
First United Bank & Trust has $270M in assets under management (AUM), dropping by 7.88%.
Central Index Key (CIK): 0001214183

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Portfolio Holdings for First United Bank & Trust

First United Bank & Trust holds 415 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco QQQ Unit Series 1 Unit Ser 1 (QQQ)	6.5	$18M	NEW	39k	444.01	View chart
Vanguard Value ETF Value Etf (VTV)	4.8	$13M		80k	162.86	View chart
Apple (AAPL)	3.5	$9.4M		55k	171.48	View chart
Vanguard Index FDS S&P 500 ETF S&p 500 Etf Shs (VOO)	3.0	$8.2M		17k	480.70	View chart
Vanguard Growth ETF Growth Etf (VUG)	2.9	$7.9M	-3%	23k	344.20	View chart
Microsoft Corporation (MSFT)	2.9	$7.9M		19k	420.72	View chart
iShares Select Dividend ETF Select Divid Etf (DVY)	2.4	$6.4M		52k	123.18	View chart
Flexshares Stoxx US ESG Impact Index Stox Us Esg Slct (ESG)	1.9	$5.2M	-4%	41k	126.59	View chart
Invesco S&P 500 Garp ETF S&p 500 Garp Etf (SPGP)	1.6	$4.4M	+8%	41k	106.49	View chart
Vanguard Index FDS McAp GR Idxvip Mcap Gr Idxvip (VOT)	1.6	$4.2M		18k	235.79	View chart
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)	1.5	$4.1M	+6%	24k	169.37	View chart
Erie Indty Co CL A Cl A (ERIE)	1.5	$4.0M		10k	401.57	View chart
Lowe's Companies (LOW)	1.5	$4.0M		16k	254.73	View chart
JPMorgan Chase & Co. (JPM)	1.4	$3.9M		20k	200.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$3.9M		26k	150.93	View chart
Vanguard Index FDS McAp Vl Idxvip Mcap Vl Idxvip (VOE)	1.4	$3.9M		25k	155.91	View chart
iShares Tr Core MSCI Eafe ETF Core Msci Eafe (IEFA)	1.4	$3.8M		51k	74.22	View chart
Arista Networks (ANET)	1.4	$3.7M	-2%	13k	289.98	View chart
SPDR S&P 500 Index Tr Unit (SPY)	1.4	$3.7M	-2%	7.1k	523.08	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	1.4	$3.7M	+4%	15k	249.86	View chart
NVIDIA Corporation (NVDA)	1.3	$3.6M	-4%	4.0k	903.56	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	1.3	$3.5M		6.6k	525.73	View chart
Danaher Corporation (DHR)	1.3	$3.4M		14k	249.72	View chart
McDonald's Corporation (MCD)	1.1	$3.1M		11k	281.95	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	1.1	$2.8M		8.4k	337.05	View chart
Vanguard Index FDS Small CP ETF Small Cp Etf (VB)	1.0	$2.8M	+5%	12k	228.59	View chart
Microchip Technology (MCHP)	1.0	$2.7M		30k	89.71	View chart
CSX Corporation (CSX)	1.0	$2.7M	-12%	72k	37.07	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	1.0	$2.6M		31k	84.09	View chart
Procter & Gamble Company (PG)	1.0	$2.6M		16k	162.25	View chart
Johnson & Johnson (JNJ)	1.0	$2.6M	-2%	16k	158.19	View chart
Fideltiy Total Bond ETF Total Bd Etf (FBND)	1.0	$2.6M	+18%	57k	45.31	View chart
Honeywell International (HON)	0.9	$2.5M		12k	205.25	View chart
PNC Financial Services (PNC)	0.9	$2.4M		15k	161.60	View chart
iShares Dow Jones US Technology U.s. Tech Etf (IYW)	0.9	$2.4M		18k	135.06	View chart
Pepsi (PEP)	0.9	$2.4M		14k	175.01	View chart
Mastercard Cl A (MA)	0.9	$2.4M		4.9k	481.57	View chart
Chevron Corporation (CVX)	0.9	$2.3M		15k	157.74	View chart
Amazon (AMZN)	0.8	$2.2M		12k	180.38	View chart
Vanguard Small-Cap Value ETF Sm Cp Val Etf (VBR)	0.8	$2.2M		12k	191.88	View chart
iShares in Core MSCI Emerging Mkts Core Msci Emkt (IEMG)	0.8	$2.2M		42k	51.60	View chart
Flexshares Tr Hig Yld Vl ETF Hig Yld Vl Etf (HYGV)	0.8	$2.1M	+127%	51k	41.11	View chart
Costco Wholesale Corporation (COST)	0.8	$2.1M		2.8k	732.63	View chart
Abbott Laboratories (ABT)	0.7	$1.9M		17k	113.66	View chart
Amgen (AMGN)	0.6	$1.8M		6.2k	284.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$1.7M	+2%	13k	131.37	View chart
Advanced Micro Devices (AMD)	0.6	$1.7M	+3%	9.5k	180.49	View chart
Illinois Tool Works (ITW)	0.6	$1.5M		5.8k	268.33	View chart
Valero Energy Corporation (VLO)	0.6	$1.5M		9.0k	170.69	View chart
Nucor Corporation (NUE)	0.6	$1.5M		7.7k	197.90	View chart
PGIM Ultra-Short Bond ETF Pgim Ultra Sh Bd (PULS)	0.5	$1.4M	+10%	29k	49.70	View chart
Southern Company (SO)	0.5	$1.4M	+11%	20k	71.74	View chart
Cisco Systems (CSCO)	0.5	$1.4M		29k	49.91	View chart
Fortinet (FTNT)	0.5	$1.4M	NEW	21k	68.31	View chart
Roper Industries (ROP)	0.5	$1.4M		2.5k	560.83	View chart
Vanguard Bond Index Fund Inctotal Bd Market Total Bnd Mrkt (BND)	0.5	$1.4M	+6%	19k	72.64	View chart
Intuituve Surgical Com New (ISRG)	0.5	$1.4M	+11%	3.5k	399.10	View chart
salesforce (CRM)	0.5	$1.4M		4.5k	301.17	View chart
Fidelity Nasdaq Cmps IDX ET Nasdaq Compsit (ONEQ)	0.5	$1.3M		21k	64.40	View chart
Select Sector SPDR Tr Technology Technology (XLK)	0.5	$1.3M	-3%	6.4k	208.28	View chart
iShares Floating Rate Bond Fltg Rate Nt Etf (FLOT)	0.5	$1.3M	-3%	26k	51.07	View chart
M&T Bank Corporation (MTB)	0.5	$1.3M		9.0k	145.44	View chart
Berkshire Hathaway B Cl B New (BRK.B)	0.5	$1.3M		3.1k	420.52	View chart
Vaneck Vec High Yld Mun ETF High Yld Munietf (HYD)	0.5	$1.3M	+2%	24k	52.26	View chart
Verizon Communications (VZ)	0.5	$1.2M		30k	41.96	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.1M	-14%	9.6k	116.24	View chart
Home Depot (HD)	0.4	$1.1M	+7%	2.8k	383.60	View chart
Comcast Corp New CL A Cl A (CMCSA)	0.4	$1.1M	+5%	25k	43.35	View chart
Becton, Dickinson and (BDX)	0.4	$1.1M	+3%	4.3k	247.45	View chart
Deere & Company (DE)	0.4	$1.0M	-7%	2.5k	410.74	View chart
Genuine Parts Company (GPC)	0.4	$1.0M	-4%	6.5k	154.93	View chart
Walt Disney Company (DIS)	0.4	$970k		7.9k	122.36	View chart
United Parcel Services B CL B (UPS)	0.3	$928k	-5%	6.2k	148.63	View chart
Ecolab (ECL)	0.3	$886k		3.8k	230.90	View chart
Eli Lilly & Co. (LLY)	0.3	$802k	-4%	1.0k	777.96	View chart
Zoetis Inc CL A Cl A (ZTS)	0.3	$792k	+5%	4.7k	169.21	View chart
PPG Industries (PPG)	0.3	$754k	-12%	5.2k	144.90	View chart
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)	0.3	$750k	-5%	4.2k	179.11	View chart
iShares Russell Midcap Growth ETF Rus Md Cp Gr Etf (IWP)	0.3	$749k		6.6k	114.14	View chart
International Business Machines (IBM)	0.3	$720k		3.8k	190.96	View chart
Rockwell Automation (ROK)	0.3	$714k	-25%	2.5k	291.33	View chart
Merck & Co (MRK)	0.3	$688k	-2%	5.2k	131.95	View chart
Facebook Cl A (META)	0.3	$682k		1.4k	485.58	View chart
Edwards Lifesciences (EW)	0.3	$681k	NEW	7.1k	95.56	View chart
Dow (DOW)	0.3	$676k	+5%	12k	57.93	View chart
Communication Services Select SPDR Communication (XLC)	0.2	$675k	-11%	8.3k	81.66	View chart
EOG Resources (EOG)	0.2	$664k		5.2k	127.84	View chart
IShares Bitcoin Trust SHS	0.2	$642k	NEW	16k	40.47	View chart
Nextera Energy (NEE)	0.2	$640k	-10%	10k	63.91	View chart
Vanguard Index FDS Sml CP Grw ETF Sml Cp Grw Etf (VBK)	0.2	$635k	-3%	2.4k	260.72	View chart
Cme (CME)	0.2	$627k	+9%	2.9k	215.29	View chart
Consumer Discretionary Sector SPDR Sbi Cons Discr (XLY)	0.2	$611k	-5%	3.3k	183.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$610k		4.0k	152.26	View chart
Abbvie (ABBV)	0.2	$581k	-4%	3.2k	182.10	View chart
Coca-Cola Company (KO)	0.2	$572k		9.4k	61.18	View chart
Bristol Myers Squibb (BMY)	0.2	$564k	-27%	10k	54.23	View chart
Digital Realty Trust (DLR)	0.2	$559k		3.9k	144.04	View chart
Prudential Financial (PRU)	0.2	$538k	-9%	4.6k	117.40	View chart
Vanguard ESG Intl ETF Esg Intl Stk Etf (VSGX)	0.2	$531k	-15%	9.2k	57.47	View chart
iShares 1-3 Yr Cr Bd ETF Ishs 1-5yr Invs (IGSB)	0.2	$528k		10k	51.27	View chart
iShares ESG S&P Mid-Cap ETF Esg Scrd S&p Mid (XJH)	0.2	$516k		13k	41.08	View chart
iShares Russell Midcap Value ETF Rus Mdcp Val Etf (IWS)	0.2	$494k		3.9k	125.33	View chart
General Electric Co USD 0.06 Com New (GE)	0.2	$493k		2.8k	175.53	View chart
Republic Services (RSG)	0.2	$473k	+96%	2.5k	191.44	View chart
Invesco Natl AMT-Free Mun Bd ETF Natl Amt Muni (PZA)	0.2	$447k	-10%	19k	23.83	View chart
O-i Glass (OI)	0.2	$440k		27k	16.59	View chart
Consumer Staples Sector SPDR Sbi Cons Stpls (XLP)	0.2	$431k	-9%	5.6k	76.33	View chart
UnitedHealth (UNH)	0.2	$428k		865.00	494.70	View chart
Vanguard Europe Pacific ETF Van Ftse Dev Mkt (VEA)	0.2	$423k	-2%	8.4k	50.17	View chart
Dominion Resources (D)	0.2	$421k	-15%	8.6k	49.19	View chart
Neogenomics Com New (NEO)	0.2	$409k		26k	15.72	View chart
iShares Dow Jones US Healthcare Us Hlthcare Etf (IYH)	0.2	$405k	+381%	6.5k	61.90	View chart
Select SEC Real Estate Rl Est Sel Sec (XLRE)	0.1	$404k	-25%	10k	39.54	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	0.1	$400k		3.7k	107.40	View chart
American Tower Reit (AMT)	0.1	$381k	-14%	1.9k	197.60	View chart
Caterpillar (CAT)	0.1	$371k	+40%	1.0k	366.43	View chart
Dupont De Nemours (DD)	0.1	$364k	-7%	4.7k	76.67	View chart
Waste Management (WM)	0.1	$362k		1.7k	213.15	View chart
Vanguard Scottsdale FDS Int-Term Corp Int-term Corp (VCIT)	0.1	$360k	+55%	4.5k	80.51	View chart
Vontier Corporation (VNT)	0.1	$343k	+15%	7.6k	45.36	View chart
DBX ETF Tr Xtrack MSCI Eurp Xtrack Msci Eurp (DBEU)	0.1	$327k		8.0k	41.05	View chart
Pfizer (PFE)	0.1	$317k		11k	27.75	View chart
Tesla Motors (TSLA)	0.1	$316k	-2%	1.8k	175.79	View chart
Financial Sector SPDR Financial (XLF)	0.1	$313k		7.4k	42.12	View chart
Raytheon Technologies Corp (RTX)	0.1	$312k	NEW	3.2k	97.53	View chart
Automatic Data Processing (ADP)	0.1	$311k		1.2k	249.74	View chart
Industrial Sector SPDR Indl (XLI)	0.1	$310k	-4%	2.5k	125.96	View chart
Howmet Aerospace (HWM)	0.1	$307k		4.5k	68.43	View chart
Darden Restaurants (DRI)	0.1	$305k		1.8k	167.15	View chart
Invesco Preferred ETF Pfd Etf (PGX)	0.1	$303k	+144%	26k	11.88	View chart
iShares Transportation Avg ETF Us Trsprtion (IYT)	0.1	$302k	+298%	4.3k	70.40	View chart
Nuveen ESG Small-Cap ETF Nuveen Esg Smlcp (NUSC)	0.1	$283k	-8%	6.8k	41.59	View chart
Invesco Sr Loan ETF Sr Ln Etf (BKLN)	0.1	$283k	+16%	13k	21.16	View chart
Oracle Corporation (ORCL)	0.1	$280k		2.2k	125.61	View chart
Utilities Sector SPDR Sbi Int-utils (XLU)	0.1	$266k	-12%	4.1k	65.65	View chart
Union Pacific Corporation (UNP)	0.1	$266k		1.1k	245.93	View chart
Eaton Corporation SHS (ETN)	0.1	$264k		843.00	312.68	View chart
iShares Tr 3 7 Yr Treas Bd 3 7 Yr Treas Bd (IEI)	0.1	$261k	-3%	2.3k	115.81	View chart
Dollar General (DG)	0.1	$258k	-26%	1.7k	156.06	View chart
Altria (MO)	0.1	$250k	-2%	5.7k	43.62	View chart
Graham Hldgs Co Com CL B Com Cl B (GHC)	0.1	$246k		321.00	767.68	View chart
KLA-Tencor Corp Com New (KLAC)	0.1	$243k		348.00	698.57	View chart
SPDR Dow Jones Industrial Average Ut Ser 1 (DIA)	0.1	$233k		586.00	397.80	View chart
Lockheed Martin Corporation (LMT)	0.1	$226k	-11%	496.00	454.87	View chart
Broadcom (AVGO)	0.1	$221k		167.00	1325.41	View chart
iShares S&P Smallcap 600/Barra Growth Index S&P SML 600 GWT (IJT)	0.1	$218k		1.7k	130.73	View chart
Philip Morris International (PM)	0.1	$214k	-12%	2.3k	91.62	View chart
Invesco Water RES ETF Trust Water Res Etf (PHO)	0.1	$209k	-5%	3.1k	66.57	View chart
Ford Motor Company (F)	0.1	$208k	-5%	16k	13.28	View chart
Bank of America Corporation (BAC)	0.1	$203k	+6%	5.4k	37.92	View chart
Qualcomm (QCOM)	0.1	$198k		1.2k	169.30	View chart
At&t (T)	0.1	$190k	-15%	11k	17.60	View chart
Select Sector SPDR Tr SBI Healthcare Sbi Healthcare (XLV)	0.1	$188k	-7%	1.3k	147.73	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$187k		13k	13.95	View chart
iShares Tr Core S&P McP ETF Core S&p Mcp Etf (IJH)	0.1	$178k	+400%	2.9k	60.74	View chart
LP Energy Transfer Eq Com Ut Ltd Ptn (ET)	0.1	$177k	-34%	11k	15.73	View chart
Commercial Metals Company (CMC)	0.1	$175k		3.0k	58.77	View chart
First Tr Global Tactical CM FST TR GLB FD (FTGC)	0.1	$171k	-37%	7.2k	23.72	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.1	$167k		618.00	270.80	View chart
Duke Energy Corp Com New (DUK)	0.1	$166k		1.7k	96.71	View chart
Veralto Corp Com Shs (VLTO)	0.1	$160k	-33%	1.8k	88.66	View chart
Materials Sector SPDR Sbi Materials (XLB)	0.1	$158k	-18%	1.7k	92.87	View chart
Marriott Int CL A Cl A (MAR)	0.1	$157k	-2%	622.00	252.31	View chart
Intel Corporation (INTC)	0.1	$153k	-12%	3.5k	44.17	View chart
iShares Tr U.S. Med Dvc ETF U.s. Med Dvc Etf (IHI)	0.1	$147k		2.5k	58.59	View chart
Yum! Brands (YUM)	0.1	$147k	+13%	1.1k	138.65	View chart
Wells Fargo & Company (WFC)	0.1	$144k		2.5k	57.96	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$142k	-5%	675.00	210.30	View chart
Omega Healthcare Investors (OHI)	0.1	$139k		4.4k	31.67	View chart
MetLife (MET)	0.1	$137k	-3%	1.8k	74.11	View chart
Marathon Petroleum Corp (MPC)	0.0	$135k	NEW	668.00	201.50	View chart
Wal-Mart Stores (WMT)	0.0	$135k	+215%	2.2k	60.17	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.0	$129k	-2%	3.1k	41.08	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.0	$126k	+60%	1.3k	99.43	View chart
Norfolk Southern (NSC)	0.0	$124k	-2%	485.00	254.87	View chart
Analog Devices (ADI)	0.0	$122k		617.00	197.79	View chart
McKesson Corporation (MCK)	0.0	$121k		225.00	536.85	View chart
D.R. Horton (DHI)	0.0	$120k	+5%	726.00	164.55	View chart
Mondelez International Cl A (MDLZ)	0.0	$118k		1.7k	70.00	View chart
CVS Caremark Corporation (CVS)	0.0	$117k		1.5k	79.76	View chart
iShares Russell 2000 Value ETF Rus 2000 Val Etf (IWN)	0.0	$113k	-4%	711.00	158.81	View chart
Constellation Energy (CEG)	0.0	$112k		608.00	184.85	View chart
Target Corporation (TGT)	0.0	$111k	NEW	626.00	177.21	View chart
Truist Financial Corp equities (TFC)	0.0	$111k	+85%	2.8k	38.98	View chart
Booking Holdings (BKNG)	0.0	$109k		30.00	3627.87	View chart
Occidental Petroleum Corporation (OXY)	0.0	$107k		1.7k	64.99	View chart
Shopify Cl A (SHOP)	0.0	$107k	+78%	1.4k	77.17	View chart
TJX Companies (TJX)	0.0	$107k		1.1k	101.42	View chart
Cardinal Health (CAH)	0.0	$104k		929.00	111.90	View chart
Ross Stores (ROST)	0.0	$100k		679.00	146.76	View chart
iShares Dow Jones US Real Estate U.s. Real Es Etf (IYR)	0.0	$100k	-13%	1.1k	89.90	View chart
Carrier Global Corporation (CARR)	0.0	$97k		1.7k	58.13	View chart
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)	0.0	$97k		1.3k	74.85	View chart
Allstate Corporation (ALL)	0.0	$93k		540.00	173.01	View chart
Energy Sector SPDR Energy (XLE)	0.0	$93k	-15%	985.00	94.40	View chart
Texas Instruments Incorporated (TXN)	0.0	$92k	-9%	530.00	174.21	View chart
Exelon Corporation (EXC)	0.0	$92k		2.5k	37.57	View chart
Alcoa (AA)	0.0	$92k		2.7k	33.79	View chart
Trane Technologies SHS (TT)	0.0	$90k		299.00	300.20	View chart
AFLAC Incorporated (AFL)	0.0	$88k		1.0k	85.86	View chart
Colgate-Palmolive Company (CL)	0.0	$86k		960.00	90.05	View chart
Baxter International (BAX)	0.0	$86k	-16%	2.0k	42.74	View chart
Travelers Companies (TRV)	0.0	$84k	NEW	364.00	230.14	View chart
GE Healthcare Technologies Common Stock (GEHC)	0.0	$81k		893.00	90.91	View chart
iShares Gold ETF iShares Ishares New (IAU)	0.0	$80k		1.9k	42.01	View chart
ConocoPhillips (COP)	0.0	$77k		603.00	127.28	View chart
BlackRock (BLK)	0.0	$77k		92.00	833.70	View chart
Servicenow (NOW)	0.0	$76k		100.00	762.40	View chart
Lam Research Corporation (LRCX)	0.0	$76k		78.00	971.56	View chart
Otis Worldwide Corp (OTIS)	0.0	$75k		757.00	99.27	View chart
Welltower Inc Com reit (WELL)	0.0	$75k	-10%	800.00	93.44	View chart
Thermo Fisher Scientific (TMO)	0.0	$69k		119.00	581.21	View chart
Visa Com Cl A (V)	0.0	$68k		244.00	279.08	View chart
EQT Corporation (EQT)	0.0	$66k		1.8k	37.07	View chart
Anthem (ELV)	0.0	$65k		125.00	518.54	View chart
General Mills (GIS)	0.0	$65k	-12%	923.00	69.97	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$63k		1.3k	47.87	View chart
Adobe Systems Incorporated (ADBE)	0.0	$63k		124.00	504.60	View chart
Global X FDS US Infr Dev ETF Us Infr Dev Etf (PAVE)	0.0	$62k		1.6k	39.81	View chart
Summit Financial (SMMF)	0.0	$62k		2.3k	27.16	View chart
Kimberly-Clark Corporation (KMB)	0.0	$60k		462.00	129.35	View chart
Air Products & Chemicals (APD)	0.0	$59k	-3%	244.00	242.27	View chart
Applied Materials (AMAT)	0.0	$58k		279.00	206.23	View chart
Emerson Electric (EMR)	0.0	$57k		498.00	113.42	View chart
American Electric Power Company (AEP)	0.0	$56k	-7%	654.00	86.10	View chart
iShares MSCI Eafe ETF Msci Eafe Etf (EFA)	0.0	$56k		704.00	79.86	View chart
SPDR Nuveen Barclays Sht Trm Nuveen Blmbrg Sh (SHM)	0.0	$56k	-69%	1.2k	47.44	View chart
iShares Govt/Credit Bond Gov/cred Bd Etf (GBF)	0.0	$56k	-13%	538.00	103.54	View chart
Morgan Stanley Dean Witter Com New (MS)	0.0	$55k	+59%	588.00	94.16	View chart
Frequency Electronics (FEIM)	0.0	$55k		5.0k	10.89	View chart
Boeing Company (BA)	0.0	$54k	-35%	278.00	192.99	View chart
American Movil Spon Ads Rp Cl B (AMX)	0.0	$54k		2.9k	18.66	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$52k		100.00	522.88	View chart
FirstEnergy (FE)	0.0	$52k	-8%	1.3k	38.62	View chart
FedEx Corporation (FDX)	0.0	$52k		178.00	289.74	View chart
Kkr & Co (KKR)	0.0	$50k		500.00	100.58	View chart
Gamestop Corp New CL A Cl A (GME)	0.0	$50k		4.0k	12.52	View chart
AON PLC Shs CL A Shs Cl A (AON)	0.0	$50k		150.00	333.72	View chart
Barclays 1-3 Year Treasury Bond 1 3 Yr Treas Bd (SHY)	0.0	$50k	-57%	605.00	81.80	View chart
Westrock (WRK)	0.0	$49k	-5%	983.00	49.45	View chart
Intuit (INTU)	0.0	$48k		74.00	650.00	View chart
Msci (MSCI)	0.0	$48k		85.00	560.45	View chart
Chubb (CB)	0.0	$47k	-4%	183.00	259.13	View chart
Molson Coors Beverage CO Compa CLASS B CORP COMMON CL B (TAP)	0.0	$47k	NEW	700.00	67.25	View chart
Leggett & Platt (LEG)	0.0	$47k		2.4k	19.15	View chart
Motorola Solutions Com New (MSI)	0.0	$46k	+103%	130.00	354.98	View chart
3M Company (MMM)	0.0	$46k	-5%	433.00	106.07	View chart
Paypal Holdings (PYPL)	0.0	$46k	+140%	685.00	66.99	View chart
SPDR Gold Trust ETF Gold Shs (GLD)	0.0	$45k		218.00	205.72	View chart
Illumina (ILMN)	0.0	$44k	-3%	320.00	137.32	View chart
DFA US Small Cap ETF Us Small Cap Etf (DFAS)	0.0	$44k	-6%	700.00	62.34	View chart
iShares Tr JP Mor Em Mk ETF Jpmorgan Usd Emg (EMB)	0.0	$43k	+12%	484.00	89.70	View chart
Polaris Industries (PII)	0.0	$43k		425.00	100.12	View chart
Marsh & McLennan Companies (MMC)	0.0	$42k	-10%	205.00	205.98	View chart
Unilever PLC Amer Spon Adr New (UL)	0.0	$41k		825.00	50.19	View chart
Novartis Sponsored Adr (NVS)	0.0	$40k		414.00	96.73	View chart
Alerian Mlp Alps Etf Alerian Mlp (AMLP)	0.0	$40k		834.00	47.46	View chart
Halliburton Company (HAL)	0.0	$39k		1.0k	39.42	View chart
Hartford Financial Services (HIG)	0.0	$39k		382.00	103.05	View chart
Omni (OMC)	0.0	$39k		400.00	96.76	View chart
National Retail Properties (NNN)	0.0	$39k		900.00	42.74	View chart
Phillips 66 (PSX)	0.0	$38k		235.00	163.34	View chart
Square Cl A (SQ)	0.0	$38k		450.00	84.58	View chart
Kennametal (KMT)	0.0	$37k	-14%	1.5k	24.94	View chart
IDEXX Laboratories (IDXX)	0.0	$37k		68.00	539.93	View chart
Nexstar Media Grop Common Stock (NXST)	0.0	$36k		210.00	172.29	View chart
Palantir Technologies Inc CL A Cl A (PLTR)	0.0	$35k		1.5k	23.01	View chart
Annaly Cap Mgmt Com New (NLY)	0.0	$34k		1.7k	19.69	View chart
Palo Alto Networks (PANW)	0.0	$34k		118.00	284.13	View chart
Clorox Company (CLX)	0.0	$33k		218.00	153.11	View chart
Parker-Hannifin Corporation (PH)	0.0	$33k	-4%	59.00	555.80	View chart
Key (KEY)	0.0	$32k		2.0k	15.81	View chart
T. Rowe Price (TROW)	0.0	$32k	-8%	264.00	121.92	View chart
Sherwin-Williams Company (SHW)	0.0	$32k	-8%	91.00	347.33	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$30k		400.00	74.73	View chart
Vanguard High Dividend Yield ETF High Div Yld (VYM)	0.0	$30k	-17%	244.00	120.99	View chart
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN)	0.0	$29k	NEW	142.00	205.09	View chart
Take-Two Interactive Software (TTWO)	0.0	$29k	-48%	195.00	148.49	View chart
SYSCO Corporation (SYY)	0.0	$28k		350.00	81.18	View chart
AutoNation (AN)	0.0	$28k		170.00	165.58	View chart
Johnson Controls International SHS (JCI)	0.0	$28k		421.00	65.32	View chart
Wec Energy Group (WEC)	0.0	$27k	-7%	327.00	82.12	View chart
ConAgra Foods (CAG)	0.0	$27k		900.00	29.64	View chart
Mid-America Apartment (MAA)	0.0	$26k		200.00	131.58	View chart
Sirius Xm Holdings (SIRI)	0.0	$26k		6.8k	3.88	View chart
Goldman Sachs (GS)	0.0	$26k	-8%	62.00	417.69	View chart
Xylem (XYL)	0.0	$26k		200.00	129.24	View chart
US Bancorp Com New (USB)	0.0	$26k	+714%	570.00	44.70	View chart
Nike Inc CL B CL B (NKE)	0.0	$25k	-42%	267.00	93.98	View chart
Harley-Davidson (HOG)	0.0	$25k		560.00	43.74	View chart
Takeda Pharmaceutical Company Sponsored Ads (TAK)	0.0	$24k	-12%	1.8k	13.89	View chart
Avery Dennison Corporation (AVY)	0.0	$24k		106.00	223.25	View chart
Wp Carey (WPC)	0.0	$23k		415.00	56.44	View chart
Wendy's/arby's Group (WEN)	0.0	$23k		1.2k	18.84	View chart
Weyerhaeuser Com New (WY)	0.0	$23k		641.00	35.91	View chart
SPDR Ser Tr S&P Divid ETF S&p Divid Etf (SDY)	0.0	$23k		174.00	131.24	View chart
FactSet Research Systems (FDS)	0.0	$23k		50.00	454.40	View chart
Capital One Financial (COF)	0.0	$23k		152.00	148.89	View chart
BP Amoco P L C Sponsored Adr (BP)	0.0	$23k	-35%	600.00	37.68	View chart
Clean Harbors (CLH)	0.0	$22k		110.00	201.31	View chart
Cummins (CMI)	0.0	$22k	-29%	73.00	294.64	View chart
Cigna Corp (CI)	0.0	$21k		58.00	363.20	View chart
iShares Silver Trust Ishares (SLV)	0.0	$21k		915.00	22.75	View chart
iShares S&P Small Cap 600 Value ETF Sp Smcp600vl Etf (IJS)	0.0	$21k		200.00	102.76	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$21k		400.00	51.17	View chart
Discover Financial Services (DFS)	0.0	$20k		150.00	131.09	View chart
Four Corners Ppty Tr (FCPT)	0.0	$20k		800.00	24.47	View chart
Eversource Energy (ES)	0.0	$19k		322.00	59.77	View chart
Choice Hotels International (CHH)	0.0	$19k	-7%	150.00	126.35	View chart
RGC Resources (RGCO)	0.0	$19k		931.00	20.24	View chart
Tractor Supply Company (TSCO)	0.0	$18k		70.00	261.71	View chart
Vanguard Intl Equity Index Fftse Europe ETF Ftse Europe Etf (VGK)	0.0	$18k		270.00	67.34	View chart
Shell PLC Spon ADS Spon Ads (SHEL)	0.0	$18k		265.00	67.04	View chart
Simon Property (SPG)	0.0	$18k		113.00	156.49	View chart
Murphy Usa (MUSA)	0.0	$18k		42.00	419.19	View chart
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR)	0.0	$17k		155.00	110.52	View chart
CF Industries Holdings (CF)	0.0	$17k	NEW	200.00	83.21	View chart
American Intl Group Com New (AIG)	0.0	$16k		208.00	78.17	View chart
Brink's Company (BCO)	0.0	$16k		175.00	92.38	View chart
Fortive (FTV)	0.0	$15k		175.00	86.02	View chart
Iovance Biotherapeutics (IOVA)	0.0	$15k	NEW	1.0k	14.82	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$15k		111.00	133.11	View chart
Marathon Oil Corporation (MRO)	0.0	$14k	+190%	509.00	28.34	View chart
Mainstreet Bancshares (MNSB)	0.0	$14k		790.00	18.16	View chart
Invesco Taxable Municipal Bond ETF Taxable Mun Bd (BAB)	0.0	$14k	-52%	535.00	26.55	View chart
iShares Tr 7-10 Year Treasury Bd ET 7-10 Yr Trsy Bd (IEF)	0.0	$14k	NEW	150.00	94.66	View chart
Darling International (DAR)	0.0	$14k		300.00	46.51	View chart
Church & Dwight (CHD)	0.0	$14k		130.00	104.31	View chart
Novo Nordisk A/S Adr (NVO)	0.0	$14k		105.00	128.40	View chart
Global X Lith & Btry Tec ET Lithium Btry Etf (LIT)	0.0	$13k		290.00	45.29	View chart
Broadridge Financial Solutions (BR)	0.0	$13k		64.00	204.86	View chart
Regency Centers Corporation (REG)	0.0	$13k		214.00	60.56	View chart
DNP Select Income Fund (DNP)	0.0	$13k		1.4k	9.07	View chart
Vanguard Utilities Index Fund ETF Utilities Etf (VPU)	0.0	$13k		90.00	142.58	View chart
FMC Corp Com New (FMC)	0.0	$13k		197.00	63.70	View chart
Stryker Corporation (SYK)	0.0	$13k		35.00	357.86	View chart
Stanley Black & Decker (SWK)	0.0	$12k	-50%	125.00	97.93	View chart
iShares Tr S&P 500 Grwt ETF S&p 500 Grwt Etf (IVW)	0.0	$12k		140.00	84.44	View chart
Micron Technology (MU)	0.0	$12k		100.00	117.89	View chart
iShares US Telecomunications ETF Us Telecom Etf (IYZ)	0.0	$12k		535.00	21.98	View chart
Pentair SHS (PNR)	0.0	$11k		133.00	85.44	View chart
IDEX Corporation (IEX)	0.0	$11k		45.00	244.02	View chart
Kraft Heinz (KHC)	0.0	$10k		271.00	36.90	View chart
CoStar (CSGP)	0.0	$9.7k		100.00	96.60	View chart
Gilead Sciences (GILD)	0.0	$9.5k		130.00	73.25	View chart
Warner Bros Discovery Inc Com Ser A Com Ser A (WBD)	0.0	$9.5k	-3%	1.1k	8.73	View chart
AGCO Corporation (AGCO)	0.0	$9.2k		75.00	123.03	View chart
United Bankshares (UBSI)	0.0	$9.0k		252.00	35.79	View chart
Williams-Sonoma (WSM)	0.0	$8.9k		28.00	317.54	View chart
Walgreen Boots Alliance (WBA)	0.0	$8.8k		407.00	21.69	View chart
Timken Company (TKR)	0.0	$8.7k		100.00	87.43	View chart
iShares Global Clean Energy Gl Clean Ene Etf (ICLN)	0.0	$8.7k		620.00	13.98	View chart
Humana (HUM)	0.0	$8.7k	-26%	25.00	346.72	View chart
Cognex Corporation (CGNX)	0.0	$8.5k		200.00	42.42	View chart
iShares Tr S&P 500 Val ETF S&p 500 Val Etf (IVE)	0.0	$8.4k		45.00	186.80	View chart
Hca Holdings (HCA)	0.0	$8.3k		25.00	333.52	View chart
Williams Companies (WMB)	0.0	$8.3k		212.00	38.97	View chart
Manulife Finl Corp (MFC)	0.0	$8.2k		327.00	24.99	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$8.0k	-22%	700.00	11.46	View chart
Eastman Chemical Company (EMN)	0.0	$8.0k		80.00	100.22	View chart
Centene Corporation (CNC)	0.0	$7.8k		100.00	78.48	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$7.3k		400.00	18.25	View chart
General Dynamics Corporation (GD)	0.0	$7.1k	+150%	25.00	282.48	View chart
Coca-Cola European Partners SHS (CCEP)	0.0	$7.0k	-12%	100.00	69.95	View chart
Sandy Spring Ban (SASR)	0.0	$7.0k		300.00	23.18	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$6.8k		100.00	68.16	View chart
Live Nation Entertainment (LYV)	0.0	$6.7k		63.00	105.78	View chart
Archer Daniels Midland Company (ADM)	0.0	$6.7k		106.00	62.81	View chart
Laboratory Corporation of America Holdings Com New (LH)	0.0	$6.6k		30.00	218.47	View chart
Autodesk (ADSK)	0.0	$6.3k	-82%	24.00	260.42	View chart
Vale S A Sponsored Ads (VALE)	0.0	$6.1k	NEW	500.00	12.19	View chart
Blackrock Innovation And Growth Term Trust Invtn Grwt Trm Trst Cf Shs Ben Int (BIGZ)	0.0	$5.7k		700.00	8.14	View chart
American Express Company (AXP)	0.0	$5.7k		25.00	227.68	View chart
Chesapeake Energy Corp (CHK)	0.0	$5.3k	-51%	60.00	88.83	View chart
Knight Swift Transportation Holdings Cl A (KNX)	0.0	$5.1k	-54%	93.00	55.02	View chart
Campbell Soup Company (CPB)	0.0	$4.9k		111.00	44.45	View chart
Charles Schwab Corporation (SCHW)	0.0	$4.7k		65.00	72.34	View chart
Citigroup Com New (C)	0.0	$4.7k		74.00	63.24	View chart
General Motors Company (GM)	0.0	$4.5k	-31%	100.00	45.35	View chart
Liberty All Star Eqty Shs Ben Int Sh Ben Int (USA)	0.0	$4.5k	+2%	627.00	7.15	View chart
Biogen Idec (BIIB)	0.0	$4.3k		20.00	215.65	View chart
Xcel Energy (XEL)	0.0	$4.3k		80.00	53.75	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$4.1k		38.00	107.29	View chart
Whirlpool Corporation (WHR)	0.0	$3.9k		33.00	119.64	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$3.9k		180.00	21.76	View chart
Ingevity (NGVT)	0.0	$3.8k	-41%	80.00	47.70	View chart
First Tr Exch Traded FD III Pfd Secs Inc ETF Pfd Secs Inc Etf (FPE)	0.0	$3.8k	NEW	220.00	17.32	View chart
New Linde SHS (LIN)	0.0	$3.7k	-69%	8.00	464.38	View chart
iShares Edge MSCI Min Vol USA ETF Msci Usa Min Vol (USMV)	0.0	$3.3k		40.00	83.58	View chart
Enterprise Products Partners (EPD)	0.0	$2.9k	-48%	100.00	29.18	View chart
Intellia Therapeutics (NTLA)	0.0	$2.8k		100.00	27.51	View chart
Genworth Finl Inc CL A Com Cl A (GNW)	0.0	$2.3k		365.00	6.43	View chart
Vanguard Scttsdl Lng-CP Bd Lg-term Cor Bd (VCLT)	0.0	$2.3k	NEW	30.00	78.23	View chart
Acushnet Holdings Corp (GOLF)	0.0	$2.3k		35.00	65.94	View chart
iShares Iboxx Invest Grade CRP Bond Iboxx Inv Cp Etf (LQD)	0.0	$2.2k		20.00	108.90	View chart
Atmos Energy Corporation (ATO)	0.0	$2.1k		18.00	118.89	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$2.1k		100.00	20.93	View chart
Oneok (OKE)	0.0	$2.1k		26.00	80.15	View chart
Baker Hughes Company CL A Cl A (BKR)	0.0	$2.0k		60.00	33.50	View chart
Vaneck Vectors Gold Miners ETF Gold Miners Etf (GDX)	0.0	$2.0k		62.00	31.61	View chart
iShares Tr Core US AGG Bond ETF Core Us Aggbd Et (AGG)	0.0	$2.0k		20.00	97.95	View chart
SPDR Serie Bloomberg Barclays High Bloomberg High Y (JNK)	0.0	$1.9k	-33%	20.00	95.20	View chart
Ali (ALCO)	0.0	$1.8k		60.00	29.28	View chart
Arcutis Biotherapeutics (ARQT)	0.0	$1.5k		150.00	9.91	View chart
Goodyear Tire & Rubber Company (GT)	0.0	$1.4k		105.00	13.73	View chart
Lucid Group (LCID)	0.0	$1.4k		500.00	2.85	View chart
Macy's (M)	0.0	$1.4k		70.00	19.99	View chart
Fortrea Holdings Common Stock (FTRE)	0.0	$1.2k		30.00	40.13	View chart
Southwestern Energy Company (SWN)	0.0	$1.1k		150.00	7.58	View chart
Rivian Automotive Inc Com CL A Com Cl A (RIVN)	0.0	$1.1k		100.00	10.95	View chart
Kohl's Corporation (KSS)	0.0	$1.1k		37.00	29.16	View chart
NET Lease Office Properties (NLOP)	0.0	$642.999600		27.00	23.81	View chart
Viatris (VTRS)	0.0	$633.000200		53.00	11.94	View chart
ODP Corp. (ODP)	0.0	$531.000000		10.00	53.10	View chart
Canopy Growth Corp COMMON Com New (CGC)	0.0	$285.001200		33.00	8.64	View chart

Past Filings by First United Bank & Trust

SEC 13F filings are viewable for First United Bank & Trust going back to 2011

First United Bank & Trust 2024 Q1 filed April 29, 2024
First United Bank & Trust 2023 Q4 filed Feb. 8, 2024
First United Bank & Trust 2023 Q3 filed Oct. 24, 2023
First United Bank & Trust 2023 Q2 filed July 13, 2023
First United Bank & Trust 2023 Q1 filed April 18, 2023
First United Bank & Trust 2022 Q4 filed Jan. 19, 2023
First United Bank & Trust 2022 Q3 filed Oct. 25, 2022
First United Bank & Trust 2022 Q2 filed July 18, 2022
First United Bank & Trust 2022 Q1 filed April 20, 2022
First United Bank & Trust 2021 Q4 filed Jan. 20, 2022
First United Bank & Trust 2021 Q3 filed Oct. 14, 2021
First United Bank Trust/ 2021 Q2 filed July 19, 2021
First United Bank Trust/ 2021 Q1 filed April 20, 2021
First United Bank Trust/ 2020 Q4 filed Jan. 19, 2021
First United Bank Trust/ 2020 Q3 filed Oct. 13, 2020
First United Bank Trust/ 2020 Q2 filed July 14, 2020

View all past filings

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