United Bank
Latest statistics and disclosures from United Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HUBB, IJR, MSFT, EMXC, AAPL, and represent 32.41% of United Bank's stock portfolio.
- Added to shares of these 10 stocks: IVW, SUB, EMXC, IGSB, PFE, IJH, APD, UPS, EFA, IJK.
- Started 8 new stock positions in TLPH, VCSH, QQQ, AMD, ESGV, VBR, SUSA, WFC.
- Reduced shares in these 10 stocks: AAPL, MSFT, IRM, XOM, WM, DOV, AMGN, GD, BLK, PG.
- Sold out of its positions in AVGO, STZ, INTU, FWONK, LMT, MCHP, OCUP, PM.
- United Bank was a net seller of stock by $-16M.
- United Bank has $838M in assets under management (AUM), dropping by 5.18%.
- Central Index Key (CIK): 0001286478
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Portfolio Holdings for United Bank
United Bank holds 148 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 | |
|---|---|---|---|---|---|---|
| Hubbell Common Stock (HUBB) | 14.9 | $125M | 300k | 415.05 |
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| Ishares Common Stock (IJR) | 4.7 | $40M | 360k | 110.52 |
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| Microsoft Common Stock (MSFT) | 4.5 | $38M | -9% | 91k | 420.72 |
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| Ishares Common Stock (EMXC) | 4.4 | $37M | +7% | 646k | 57.57 |
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| Apple Common Stock (AAPL) | 3.8 | $32M | -11% | 187k | 171.48 |
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| Ishares Etf-fixed Incom (IGSB) | 3.2 | $27M | +10% | 519k | 51.28 |
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| United Bankshares Common Stock (UBSI) | 3.1 | $26M | 726k | 35.79 |
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| Jpmorgan Chase & Co Common Stock (JPM) | 2.5 | $21M | 103k | 200.30 |
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| Iron Mountain Common Stock (IRM) | 2.4 | $20M | -14% | 247k | 80.21 |
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| Chevron Corporation Common Stock (CVX) | 2.3 | $19M | -2% | 123k | 157.74 |
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| Ishares Etf-fixed Incom (SUB) | 2.2 | $18M | +21% | 174k | 104.73 |
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| Waste Management Common Stock (WM) | 2.1 | $18M | -12% | 84k | 213.15 |
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| Procter & Gamble Common Stock (PG) | 2.1 | $18M | -6% | 108k | 162.25 |
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| Dover Corp Common Stock (DOV) | 2.0 | $17M | -9% | 93k | 177.19 |
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| Mcdonalds Corp Common Stock (MCD) | 2.0 | $16M | -5% | 58k | 281.95 |
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| Abbott Laboratories Common Stock (ABT) | 2.0 | $16M | -6% | 144k | 113.66 |
|
| Amgen Common Stock (AMGN) | 1.9 | $16M | -8% | 57k | 284.32 |
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| Johnson & Johnson Common Stock (JNJ) | 1.9 | $16M | -5% | 99k | 158.19 |
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| General Dynamics Corp Common Stock (GD) | 1.8 | $15M | -9% | 55k | 282.49 |
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| Cisco Systems Common Stock (CSCO) | 1.8 | $15M | -4% | 305k | 49.91 |
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| Eog Resources Common Stock (EOG) | 1.8 | $15M | +3% | 117k | 127.84 |
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| Us Bancorp Common Stock (USB) | 1.7 | $14M | -5% | 315k | 44.70 |
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| Target Corp Common Stock (TGT) | 1.7 | $14M | -2% | 78k | 177.21 |
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| Texas Instruments Common Stock (TXN) | 1.6 | $14M | 79k | 174.21 |
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| Corning Common Stock (GLW) | 1.6 | $14M | 417k | 32.96 |
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| Cummins Common Stock (CMI) | 1.6 | $13M | -8% | 46k | 294.65 |
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| Blackrock Common Stock (BLK) | 1.6 | $13M | -9% | 16k | 833.70 |
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| Air Prods & Chems Common Stock (APD) | 1.6 | $13M | +10% | 55k | 242.27 |
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| Quest Diagnostics Common Stock (DGX) | 1.5 | $13M | +4% | 95k | 133.11 |
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| Pfizer Common Stock (PFE) | 1.5 | $13M | +17% | 451k | 27.75 |
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| United Parcel Service Common Stock (UPS) | 1.5 | $12M | +10% | 83k | 148.63 |
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| Ishares Common Stock (IVW) | 1.1 | $9.0M | +72% | 107k | 84.44 |
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| Exxon Mobil Corp Common Stock (XOM) | 1.0 | $8.4M | -26% | 72k | 116.24 |
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| Vanguard Common Stock (VNQ) | 0.9 | $7.1M | +5% | 82k | 86.48 |
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| Vanguard Common Stock (VO) | 0.8 | $6.6M | +8% | 26k | 249.86 |
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| Ishares Etf-fixed Incom (SHV) | 0.8 | $6.5M | -9% | 59k | 110.54 |
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| Vanguard Common Stock (VB) | 0.6 | $4.8M | 21k | 228.59 |
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| Kla Corporation Common Stock (KLAC) | 0.5 | $4.4M | 6.4k | 698.57 |
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| SPDR Common Stock (SPY) | 0.5 | $4.2M | 8.0k | 523.07 |
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| Vanguard Common Stock (VTI) | 0.5 | $4.2M | -10% | 16k | 259.90 |
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| Ishares Common Stock (EFA) | 0.5 | $4.1M | +35% | 51k | 79.86 |
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| Amazon.com Common Stock (AMZN) | 0.4 | $3.8M | -9% | 21k | 180.38 |
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| Vanguard Common Stock (VTV) | 0.4 | $3.7M | -13% | 23k | 162.86 |
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| Vanguard Common Stock (VUG) | 0.4 | $3.6M | 11k | 344.20 |
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| Coca Cola Common Stock (KO) | 0.4 | $3.4M | 55k | 61.18 |
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| Eli Lilly & Co Common Stock (LLY) | 0.3 | $2.7M | 3.5k | 777.96 |
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| Ishares Common Stock (IJK) | 0.3 | $2.5M | +47% | 27k | 91.25 |
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| Alphabet Common Stock (GOOGL) | 0.3 | $2.2M | -18% | 15k | 150.93 |
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| Ishares Common Stock (IJH) | 0.3 | $2.1M | +375% | 35k | 60.74 |
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| Home Depot Common Stock (HD) | 0.2 | $1.9M | 4.8k | 383.60 |
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| Visa Common Stock (V) | 0.2 | $1.7M | 6.2k | 279.08 |
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| Vanguard Etf-fixed Incom (BIV) | 0.2 | $1.7M | 22k | 75.40 |
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| Abbvie Common Stock (ABBV) | 0.2 | $1.6M | -7% | 9.0k | 182.10 |
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| Nvidia Corp Common Stock (NVDA) | 0.2 | $1.6M | 1.7k | 903.56 |
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| Meta Platforms Common Stock (META) | 0.2 | $1.5M | -29% | 3.1k | 485.58 |
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| Verizon Communications Common Stock (VZ) | 0.2 | $1.5M | -11% | 35k | 41.96 |
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| Alphabet Common Stock (GOOG) | 0.2 | $1.4M | -7% | 9.4k | 152.26 |
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| Honeywell Intl Common Stock (HON) | 0.2 | $1.4M | 6.6k | 205.25 |
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| American Electric Pwr Common Stock (AEP) | 0.2 | $1.3M | -16% | 15k | 86.10 |
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| Vanguard Common Stock (VXUS) | 0.1 | $1.2M | 21k | 60.30 |
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| SPDR Common Stock (MDY) | 0.1 | $1.2M | 2.1k | 556.40 |
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| Vanguard Common Stock (VBK) | 0.1 | $1.2M | +65% | 4.5k | 260.72 |
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| At&t Common Stock (T) | 0.1 | $1.1M | -17% | 62k | 17.60 |
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| SPDR Common Stock (XLK) | 0.1 | $1.1M | +3% | 5.2k | 208.27 |
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| Bristol Myers Squibb Common Stock (BMY) | 0.1 | $1.0M | -2% | 19k | 54.23 |
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| Truist Financial Corp Common Stock (TFC) | 0.1 | $1.0M | 26k | 38.98 |
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| Oracle Corp Common Stock (ORCL) | 0.1 | $997k | 7.9k | 125.61 |
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| Ishares Common Stock (IWF) | 0.1 | $988k | -3% | 2.9k | 337.05 |
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| Southern Common Stock (SO) | 0.1 | $976k | 14k | 71.74 |
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| Pepsico Common Stock (PEP) | 0.1 | $972k | 5.6k | 175.01 |
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| Ishares Common Stock (IWR) | 0.1 | $952k | 11k | 84.09 |
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| Lowe's Companies Common Stock (LOW) | 0.1 | $921k | 3.6k | 254.73 |
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| Duke Energy Corp Common Stock (DUK) | 0.1 | $913k | 9.4k | 96.71 |
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| Vanguard Etf-fixed Incom (BSV) | 0.1 | $846k | 11k | 76.67 |
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| SPDR Common Stock (DIA) | 0.1 | $773k | 1.9k | 397.76 |
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| Walmart Common Stock (WMT) | 0.1 | $768k | +209% | 13k | 60.17 |
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| Berkshire Hathaway Common Stock (BRK.B) | 0.1 | $762k | +3% | 1.8k | 420.52 |
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| Deere & Co Common Stock (DE) | 0.1 | $704k | 1.7k | 410.74 |
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| Automatic Data Processing Common Stock (ADP) | 0.1 | $675k | 2.7k | 249.74 |
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| Vanguard Common Stock (VV) | 0.1 | $661k | 2.8k | 239.76 |
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| Republic Services Common Stock (RSG) | 0.1 | $651k | 3.4k | 191.44 |
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| Berkshire Hathaway Common Stock (BRK.A) | 0.1 | $634k | 1.00 | 634440.00 |
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| Merck & Co Common Stock (MRK) | 0.1 | $631k | +3% | 4.8k | 131.95 |
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| 3M Common Stock (MMM) | 0.1 | $623k | -23% | 5.9k | 106.07 |
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| Comcast Corp Common Stock (CMCSA) | 0.1 | $606k | -25% | 14k | 43.35 |
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| Caterpillar Common Stock (CAT) | 0.1 | $594k | 1.6k | 366.43 |
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| Intel Corp Common Stock (INTC) | 0.1 | $585k | -15% | 13k | 44.17 |
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| Dominion Energy Common Stock (D) | 0.1 | $577k | +2% | 12k | 49.19 |
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| Ishares Common Stock (IWM) | 0.1 | $576k | 2.7k | 210.30 |
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| Ishares Common Stock (IVV) | 0.1 | $539k | 1.0k | 525.73 |
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| Consolidated Edison Common Stock (ED) | 0.1 | $531k | 5.9k | 90.81 |
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| Ishares Common Stock (IWV) | 0.1 | $531k | 1.8k | 300.08 |
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| Nextera Energy Common Stock (NEE) | 0.1 | $528k | -11% | 8.3k | 63.91 |
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| Allstate Corp Common Stock (ALL) | 0.1 | $519k | 3.0k | 173.01 |
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| Altria Group Common Stock (MO) | 0.1 | $504k | 12k | 43.62 |
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| Costco Wholesale Corp Common Stock (COST) | 0.1 | $474k | -43% | 647.00 | 732.63 |
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| Yum! Brands Common Stock (YUM) | 0.1 | $465k | 3.4k | 138.65 |
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| Ge Aerospace Common Stock (GE) | 0.1 | $457k | 2.6k | 175.53 |
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| Mastercard Common Stock (MA) | 0.1 | $445k | 923.00 | 481.58 |
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| Ishares Common Stock (IEFA) | 0.0 | $398k | 5.4k | 74.22 |
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| Garmin Foreign Stock (GRMN) | 0.0 | $372k | 2.5k | 148.87 |
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| Palo Alto Networks Common Stock (PANW) | 0.0 | $369k | 1.3k | 284.13 |
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| General Mills Common Stock (GIS) | 0.0 | $357k | 5.1k | 69.97 |
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| Nike Common Stock (NKE) | 0.0 | $344k | 3.7k | 93.98 |
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| Netflix Common Stock (NFLX) | 0.0 | $330k | 543.00 | 607.33 |
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| Ishares Etf-fixed Incom (MUB) | 0.0 | $330k | -69% | 3.1k | 107.60 |
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| Rockwell Automation Common Stock (ROK) | 0.0 | $325k | 1.1k | 291.33 |
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| Dow Common Stock (DOW) | 0.0 | $320k | +9% | 5.5k | 57.93 |
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| Union Pacific Common Stock (UNP) | 0.0 | $316k | -5% | 1.3k | 245.93 |
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| Booking Holdings Common Stock (BKNG) | 0.0 | $316k | +2% | 87.00 | 3627.89 |
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| Fnb Corp Common Stock (FNB) | 0.0 | $309k | 22k | 14.10 |
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| Bank Of America Corp Common Stock (BAC) | 0.0 | $304k | 8.0k | 37.92 |
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| Ishares Common Stock (IBB) | 0.0 | $303k | 2.2k | 137.22 |
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| Ishares Etf-fixed Incom (PFF) | 0.0 | $300k | 9.3k | 32.23 |
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| Ishares Common Stock (DVY) | 0.0 | $296k | 2.4k | 123.18 |
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| Genuine Parts Common Stock (GPC) | 0.0 | $291k | 1.9k | 154.93 |
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| Xylem Common Stock (XYL) | 0.0 | $284k | 2.2k | 129.24 |
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| Aflac Common Stock (AFL) | 0.0 | $281k | 3.3k | 85.86 |
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| Adobe Common Stock (ADBE) | 0.0 | $269k | -17% | 533.00 | 504.60 |
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| Unitedhealth Group Common Stock (UNH) | 0.0 | $269k | 543.00 | 494.70 |
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| Vanguard Common Stock (ESGV) | 0.0 | $254k | NEW | 2.7k | 93.19 |
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| Norfolk Southern Corp Common Stock (NSC) | 0.0 | $253k | 994.00 | 254.87 |
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| Qualcomm Common Stock (QCOM) | 0.0 | $253k | -2% | 1.5k | 169.30 |
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| Pjt Partners Inc - A Common Stock (PJT) | 0.0 | $252k | 2.7k | 94.26 |
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| Tjx Cos Common Stock (TJX) | 0.0 | $249k | 2.5k | 101.42 |
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| Vanguard Etf-fixed Incom (VCSH) | 0.0 | $247k | NEW | 3.2k | 77.31 |
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| Rtx Corp Common Stock (RTX) | 0.0 | $245k | -3% | 2.5k | 97.53 |
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| Zimmer Biomet Holdings Common Stock (ZBH) | 0.0 | $243k | 1.8k | 131.98 |
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| Ishares Common Stock (SUSA) | 0.0 | $236k | NEW | 2.2k | 109.17 |
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| Linde Foreign Stock (LIN) | 0.0 | $235k | 507.00 | 464.32 |
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| Epam Systems Common Stock (EPAM) | 0.0 | $232k | 840.00 | 276.16 |
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| Wells Fargo & Co Common Stock (WFC) | 0.0 | $232k | NEW | 4.0k | 57.96 |
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| Vanguard Common Stock (VIG) | 0.0 | $230k | 1.3k | 182.59 |
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| Invesco Common Stock (QQQ) | 0.0 | $229k | NEW | 515.00 | 444.01 |
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| Vanguard Common Stock (VBR) | 0.0 | $224k | NEW | 1.2k | 191.88 |
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| Morgan Stanley Group Common Stock (MS) | 0.0 | $211k | 2.2k | 94.16 |
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| Advanced Micro Devices Common Stock (AMD) | 0.0 | $208k | NEW | 1.2k | 180.49 |
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| Illinois Tool Works Common Stock (ITW) | 0.0 | $205k | -72% | 765.00 | 268.33 |
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| Accenture Foreign Stock (ACN) | 0.0 | $204k | -76% | 588.00 | 346.61 |
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| Trevi Therapeutics Common Stock (TRVI) | 0.0 | $98k | 29k | 3.45 |
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| Cardiff Oncology Common Stock (CRDF) | 0.0 | $83k | +19% | 16k | 5.34 |
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| Autolus Therapeutics Foreign Stock (AUTL) | 0.0 | $73k | 12k | 6.38 |
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| Lineage Cell Common Stock (LCTX) | 0.0 | $62k | +40% | 42k | 1.48 |
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| Vor Biopharma Common Stock (VOR) | 0.0 | $26k | 11k | 2.37 |
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| Viracta Therapeutics Common Stock (VIRX) | 0.0 | $26k | 25k | 1.02 |
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| Talphera Common Stock (TLPH) | 0.0 | $15k | NEW | 15k | 1.03 |
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| American Resources Corp Common Stock (AREC) | 0.0 | $14k | 10k | 1.41 |
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| Protokinetix Common Stock (PKTX) | 0.0 | $1.0k | 51k | 0.02 |
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Past Filings by United Bank
SEC 13F filings are viewable for United Bank going back to 2011
- United Bank 2024 Q1 filed May 13, 2024
- United Bank 2023 Q4 filed Feb. 7, 2024
- United Bank 2023 Q3 filed Nov. 8, 2023
- United Bank 2023 Q2 filed Aug. 3, 2023
- United Bank 2023 Q1 filed May 1, 2023
- United Bank 2022 Q4 filed Feb. 14, 2023
- United Bank 2022 Q3 filed Nov. 14, 2022
- United Bank 2022 Q2 filed Aug. 12, 2022
- United Bank 2022 Q1 filed May 16, 2022
- United Bank 2021 Q4 filed Feb. 11, 2022
- United Bank 2021 Q3 filed Oct. 21, 2021
- United Bank 2021 Q2 filed Aug. 16, 2021
- United Bank 2021 Q1 filed April 23, 2021
- United Bank 2020 Q4 filed Feb. 18, 2021
- United Bank 2020 Q3 filed Dec. 11, 2020
- United Bank 2020 Q2 filed Sept. 18, 2020