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Size ($ in 1000's)
At 12/31/2023: $181,144
At 09/30/2023: $167,268
United Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from United Bank 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the United Bank top holdings by largest position size, as per the latest 13f filing made by United Bank.
In the United Bank-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by United Bank in that top holding, then the share count change between reporting periods, and finally the United Bank top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| FLEXSHARES TR (GUNR) |
275,387 |
-4,585 |
$11,277 | | GUNR | 275,387 | -4,585 | $11,277 | | FLEXSHARES TR (HYGV) |
259,559 |
-13,454 |
$10,608 | | HYGV | 259,559 | -13,454 | $10,608 | | APPLE INC |
43,394 |
-198 |
$8,355 | | AAPL | 43,394 | -198 | $8,355 | | SELECT SECTOR SPDR TR (XLK) |
34,959 |
+278 |
$6,729 | | XLK | 34,959 | +278 | $6,729 | | MICROSOFT CORP |
17,767 |
-145 |
$6,681 | | MSFT | 17,767 | -145 | $6,681 | | ALPHABET INC |
43,605 |
+275 |
$6,091 | | GOOGL | 43,605 | +275 | $6,091 | | FLEXSHARES TR (NFRA) |
113,017 |
-105 |
$6,046 | | NFRA | 113,017 | -105 | $6,046 | | AMAZON COM INC |
29,204 |
+697 |
$4,437 | | AMZN | 29,204 | +697 | $4,437 | | JPMORGAN CHASE & CO |
25,235 |
-205 |
$4,292 | | JPM | 25,235 | -205 | $4,292 | | NVIDIA CORPORATION |
8,569 |
+41 |
$4,244 | | NVDA | 8,569 | +41 | $4,244 | | SCHWAB STRATEGIC TR |
53,955 |
+803 |
$4,108 | | SCHD | 53,955 | +803 | $4,108 | | SPDR SER TR (SDY) |
31,286 |
-92 |
$3,910 | | SDY | 31,286 | -92 | $3,910 | | ISHARES TR (IJH) |
13,726 |
+8 |
$3,804 | | IJH | 13,726 | +8 | $3,804 | | COSTCO WHSL CORP NEW |
5,620 |
-13 |
$3,710 | | COST | 5,620 | -13 | $3,710 | | ISHARES TR (IVW) |
48,156 |
-173 |
$3,617 | | IVW | 48,156 | -173 | $3,617 | | VANGUARD INDEX FDS (VNQ) |
39,316 |
-3,422 |
$3,474 | | VNQ | 39,316 | -3,422 | $3,474 | | VANGUARD INDEX FDS (VTV) |
21,487 |
-8 |
$3,212 | | VTV | 21,487 | -8 | $3,212 | | SELECT SECTOR SPDR TR (XLE) |
36,184 |
+669 |
$3,034 | | XLE | 36,184 | +669 | $3,034 | | ISHARES TR (IJR) |
27,749 |
-187 |
$3,004 | | IJR | 27,749 | -187 | $3,004 | | FLEXSHARES TR (QLV) |
51,296 |
-1,583 |
$2,883 | | QLV | 51,296 | -1,583 | $2,883 | | ABBOTT LABS |
25,569 |
+250 |
$2,814 | | ABT | 25,569 | +250 | $2,814 | | COCA COLA CO |
47,669 |
-18,285 |
$2,809 | | KO | 47,669 | -18,285 | $2,809 | | MASTERCARD INCORPORATED |
6,269 |
+90 |
$2,674 | | MA | 6,269 | +90 | $2,674 | | SOUTHERN CO |
37,188 |
-431 |
$2,608 | | SO | 37,188 | -431 | $2,608 | | TRUIST FINL CORP |
70,452 |
-1,509 |
$2,601 | | TFC | 70,452 | -1,509 | $2,601 | | ELI LILLY & CO |
3,809 |
-47 |
$2,220 | | LLY | 3,809 | -47 | $2,220 | | SALESFORCE INC |
8,318 |
-265 |
$2,189 | | CRM | 8,318 | -265 | $2,189 | | LOWES COS INC |
9,742 |
+12 |
$2,168 | | LOW | 9,742 | +12 | $2,168 | | PALO ALTO NETWORKS INC |
6,800 |
-73 |
$2,005 | | PANW | 6,800 | -73 | $2,005 | | PROCTER AND GAMBLE CO |
13,124 |
-19 |
$1,923 | | PG | 13,124 | -19 | $1,923 | | NORFOLK SOUTHN CORP |
8,089 |
+254 |
$1,912 | | NSC | 8,089 | +254 | $1,912 | | HONEYWELL INTL INC |
7,961 |
+600 |
$1,670 | | HON | 7,961 | +600 | $1,670 | | MCDONALDS CORP |
5,576 |
-768 |
$1,653 | | MCD | 5,576 | -768 | $1,653 | | EXXON MOBIL CORP |
16,460 |
-1,241 |
$1,646 | | XOM | 16,460 | -1,241 | $1,646 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
12,792 |
-158 |
$1,643 | | ICE | 12,792 | -158 | $1,643 |  BERKSHIRE HATHAWAY INC DEL |
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$1,620 | | BRK.B | 4,541 | -11 | $1,620 | | NIKE INC |
14,427 |
-97 |
$1,566 | | NKE | 14,427 | -97 | $1,566 | | DEERE & CO |
3,901 |
-10 |
$1,560 | | DE | 3,901 | -10 | $1,560 | | META PLATFORMS INC |
4,305 |
+60 |
$1,524 | | META | 4,305 | +60 | $1,524 | | COMCAST CORP NEW |
32,763 |
-189 |
$1,437 | | CMCSA | 32,763 | -189 | $1,437 | | CHIPOTLE MEXICAN GRILL INC |
624 |
-5 |
$1,427 | | CMG | 624 | -5 | $1,427 | | SELECT SECTOR SPDR TR (XLI) |
12,342 |
-128 |
$1,407 | | XLI | 12,342 | -128 | $1,407 | | GENERAL DYNAMICS CORP |
5,145 |
+320 |
$1,336 | | GD | 5,145 | +320 | $1,336 | | HOME DEPOT INC |
3,770 |
-2 |
$1,306 | | HD | 3,770 | -2 | $1,306 | | BLACKSTONE INC |
9,954 |
+715 |
$1,303 | | BX | 9,954 | +715 | $1,303 | | MONDELEZ INTL INC |
17,694 |
-3,270 |
$1,282 | | MDLZ | 17,694 | -3,270 | $1,282 | | CISCO SYS INC |
24,324 |
+996 |
$1,229 | | CSCO | 24,324 | +996 | $1,229 | | CVS HEALTH CORP |
15,323 |
-1,028 |
$1,210 | | CVS | 15,323 | -1,028 | $1,210 | | MARSH & MCLENNAN COS INC |
6,075 |
-23 |
$1,151 | | MMC | 6,075 | -23 | $1,151 | | TJX COS INC NEW |
12,056 |
+647 |
$1,131 | | TJX | 12,056 | +647 | $1,131 |
See Full List: All Stocks Held By United Bank
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By United Bank
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