United Bank Portfolio Holdings

United Bank

  • $234 Million
  • Q4 2024

United Bank has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Flexshares Tr High Yield Value with a value of $13M, Apple Inc. with a value of $11.1M, Nvidia Corp with a value of $8.7M, Microsoft Corp with a value of $8.41M, and Alphabet Inc. with a value of $8.36M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $215M to 234M.

Below you can find more details about United Bank portfolio as well as his latest detailed transactions.

Portfolio value $234 Million
ETFs: $74.7 Million
Technology: $46.7 Million
Financial Services: $24.4 Million
Consumer Cyclical: $19.6 Million
Communication Services: $16.5 Million
Consumer Defensive: $16.2 Million
Healthcare: $12.3 Million
Industrials: $11.3 Million
Other: $12.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13 Million 5.54% of portfolio
318,748
Q4 2024 Added 4.53%
$3.97T
$11.1 Million 4.73% of portfolio
44,260
Q4 2024 Added 1.36%
$316B
$8.7 Million 3.72% of portfolio
64,819
Q4 2024 Added 4.59%
$2.97T
$8.41 Million 3.59% of portfolio
19,963
Q4 2024 Added 8.62%
$1.05T
$8.36 Million 3.57% of portfolio
44,174
Q4 2024 Added 9.95%
$0
$7.94 Million 3.39% of portfolio
146,467
Q4 2024 Added 14.16%
$0
$7.66 Million 3.27% of portfolio
32,927
Q4 2024 Added 10.64%
$2.17T
$7.04 Million 3.01% of portfolio
32,093
Q4 2024 Added 16.85%
$755B
$6.57 Million 2.81% of portfolio
27,405
Q4 2024 Added 8.09%
$467B
$5.9 Million 2.52% of portfolio
6,441
Q4 2024 Added 8.03%
$0
$5.66 Million 2.42% of portfolio
155,698
Q4 2024 Added 3.6%
$0
$5.57 Million 2.38% of portfolio
62,553
Q4 2024 Added 32.23%
$309B
$5.26 Million 2.25% of portfolio
84,477
Q4 2024 Added 4.44%
$0
$5.03 Million 2.15% of portfolio
184,029
Q4 2024 Added 201.54%
$0
$4.68 Million 2.0% of portfolio
46,122
Q4 2024 Reduced 2.13%
$97.8B
$4.58 Million 1.96% of portfolio
55,656
Q4 2024 Added 7.81%
$1.48T
$3.65 Million 1.56% of portfolio
6,186
Q4 2024 Added 11.08%
$0
$3.55 Million 1.52% of portfolio
20,974
Q4 2024 Added 1.15%
$538B
$3.53 Million 1.51% of portfolio
6,712
Q4 2024 Added 8.35%
$0
$3.45 Million 1.47% of portfolio
29,946
Q4 2024 Added 3.79%
$59.9B
$3.29 Million 1.4% of portfolio
75,782
Q4 2024 Added 3.9%
$238B
$3.26 Million 1.39% of portfolio
28,813
Q4 2024 Added 5.6%
$0
$3.19 Million 1.36% of portfolio
37,201
Q4 2024 Added 3.22%
$0
$2.89 Million 1.23% of portfolio
44,260
Q4 2024 Added 5.5%
$56.3B
$2.8 Million 1.19% of portfolio
15,370
Q4 2024 Added 124.87%
$306B
$2.76 Million 1.18% of portfolio
8,268
Q4 2024 Added 13.21%
$150B
$2.74 Million 1.17% of portfolio
11,113
Q4 2024 Added 10.04%
$1.45B
$2.7 Million 1.15% of portfolio
44,720
Q4 2024 Added 21.35%
$409B
$2.41 Million 1.03% of portfolio
14,351
Q4 2024 Added 7.36%
$56.7B
$2.36 Million 1.01% of portfolio
10,039
Q4 2024 Added 13.12%
$650B
$2.31 Million 0.99% of portfolio
5,092
Q4 2024 Added 9.22%
$857B
$2.22 Million 0.95% of portfolio
2,878
Q4 2024 Reduced 20.83%
$0
$2.23 Million 0.95% of portfolio
16,950
Q4 2024 Added 1.45%
$454B
$2.21 Million 0.94% of portfolio
13,235
Q4 2024 Added 15.79%
$457B
$2.14 Million 0.91% of portfolio
19,888
Q4 2024 Added 10.98%
$143B
$2.03 Million 0.87% of portfolio
9,004
Q4 2024 Added 10.03%
$229B
$2.05 Million 0.87% of portfolio
7,064
Q4 2024 Added 9.59%
$95.6B
$1.88 Million 0.8% of portfolio
12,646
Q4 2024 Added 6.77%
$111B
$1.88 Million 0.8% of portfolio
10,910
Q4 2024 Added 14.46%
$68.6B
$1.84 Million 0.79% of portfolio
6,992
Q4 2024 Added 21.05%
$231B
$1.8 Million 0.77% of portfolio
8,172
Q4 2024 Added 45.2%
$147B
$1.79 Million 0.77% of portfolio
4,235
Q4 2024 Added 16.99%
$264B
$1.77 Million 0.76% of portfolio
29,908
Q4 2024 Added 5.61%
$142B
$1.72 Million 0.74% of portfolio
14,260
Q4 2024 Added 10.12%
$403B
$1.7 Million 0.73% of portfolio
4,370
Q4 2024 Reduced 1.97%
$158B
$1.61 Million 0.69% of portfolio
42,810
Q4 2024 Added 13.71%
$202B
$1.59 Million 0.68% of portfolio
14,256
Q4 2024 Added 17.38%
$206B
$1.57 Million 0.67% of portfolio
3,535
Q4 2024 Added 36.17%
$90.3B
$1.54 Million 0.66% of portfolio
25,728
Q4 2024 Added 13.59%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $234 Million
  • Prior Value $215 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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