First United Bank & Trust Portfolio Holdings
First United Bank & Trust
- $258 Million
- Q1 2025
First United Bank & Trust has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $258 Million distributed in 562 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $15.9M, Vanguard Value ETF with a value of $13.8M, Vanguard Index Fds S&P 500 ETF with a value of $9.14M, Apple Inc. with a value of $8.56M, and Ishares Tr with a value of $8.11M.
Examining the 13F form we can see an decrease of $10.5M in the current position value, from $269M to 258M.
Below you can find more details about First United Bank & Trust portfolio as well as his latest detailed transactions.
Portfolio value
$258 Million
ETFs: $140 Million
Technology: $29.2 Million
Financial Services: $21.5 Million
Healthcare: $15 Million
Consumer Cyclical: $12.2 Million
Industrials: $11.1 Million
Consumer Defensive: $8.9 Million
Communication Services: $7.33 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 562
- Current Value $258 Million
- Prior Value $269 Million
- Filing
- Period Q1 2025
- Filing Date April 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 44 stocks
- Additional Purchases 57 stocks
- Sold out of 0 stocks
- Reduced holdings in 152 stocks