United Bank Portfolio Holdings

United Bank

  • $239 Million
  • Q1 2025

United Bank has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Million distributed in 113 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 $9.07M, Flexshares Stoxx Global Broad with a value of $8.79M, Microsoft Corp with a value of $7.98M, and Nvidia Corp with a value of $7.79M.

Examining the 13F form we can see an increase of $4.7M in the current position value, from $234M to 239M.

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

Portfolio value $239 Million
ETFs: $77.4 Million
Technology: $42.4 Million
Financial Services: $26.5 Million
Consumer Cyclical: $19.4 Million
Consumer Defensive: $17.4 Million
Communication Services: $15 Million
Healthcare: $14.1 Million
Industrials: $12.6 Million
Other: $13.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13 Million 5.44% of portfolio
321,784
Q1 2025 Added 0.95%
$3.2T
$9.07 Million 3.8% of portfolio
40,831
Q1 2025 Reduced 7.75%
$0
$8.79 Million 3.68% of portfolio
152,494
Q1 2025 Added 4.11%
$3.25T
$7.98 Million 3.34% of portfolio
21,268
Q1 2025 Added 6.54%
$284B
$7.79 Million 3.26% of portfolio
71,846
Q1 2025 Added 10.84%
$0
$7.41 Million 3.1% of portfolio
35,885
Q1 2025 Added 8.98%
$957B
$6.97 Million 2.92% of portfolio
45,084
Q1 2025 Added 2.06%
$1.9T
$6.71 Million 2.81% of portfolio
35,254
Q1 2025 Added 9.85%
$741B
$6.53 Million 2.73% of portfolio
26,622
Q1 2025 Reduced 2.86%
$0
$6.21 Million 2.6% of portfolio
159,912
Q1 2025 Added 2.71%
$0
$6.08 Million 2.55% of portfolio
67,149
Q1 2025 Added 7.35%
$310B
$5.97 Million 2.5% of portfolio
83,298
Q1 2025 Reduced 1.4%
$449B
$5.31 Million 2.22% of portfolio
5,611
Q1 2025 Reduced 12.89%
$0
$5.21 Million 2.18% of portfolio
186,362
Q1 2025 Added 1.27%
$99.1B
$5.15 Million 2.16% of portfolio
55,991
Q1 2025 Added 0.6%
$0
$4.62 Million 1.94% of portfolio
49,816
Q1 2025 Added 8.01%
$535B
$3.93 Million 1.64% of portfolio
7,163
Q1 2025 Added 6.72%
$52.2B
$3.71 Million 1.55% of portfolio
90,148
Q1 2025 Added 18.96%
$0
$3.64 Million 1.52% of portfolio
21,054
Q1 2025 Added 0.38%
$232B
$3.58 Million 1.5% of portfolio
27,003
Q1 2025 Reduced 6.28%
$0
$3.57 Million 1.5% of portfolio
38,215
Q1 2025 Added 2.73%
$1.25T
$3.48 Million 1.46% of portfolio
6,038
Q1 2025 Reduced 2.39%
$0
$3.28 Million 1.37% of portfolio
31,381
Q1 2025 Added 4.79%
$0
$3.07 Million 1.29% of portfolio
46,574
Q1 2025 Added 5.23%
$694B
$2.81 Million 1.18% of portfolio
5,274
Q1 2025 Added 3.57%
$140B
$2.79 Million 1.17% of portfolio
11,969
Q1 2025 Added 7.7%
$376B
$2.77 Million 1.16% of portfolio
16,235
Q1 2025 Added 13.13%
$56.3B
$2.59 Million 1.09% of portfolio
15,194
Q1 2025 Reduced 1.15%
$273B
$2.6 Million 1.09% of portfolio
9,698
Q1 2025 Added 17.3%
$51.5B
$2.57 Million 1.08% of portfolio
10,851
Q1 2025 Added 8.09%
$430B
$2.52 Million 1.06% of portfolio
21,221
Q1 2025 Added 6.7%
$0
$2.5 Million 1.05% of portfolio
17,126
Q1 2025 Added 206.2%
$232B
$2.39 Million 1.0% of portfolio
7,643
Q1 2025 Added 8.2%
$781B
$2.36 Million 0.99% of portfolio
2,863
Q1 2025 Reduced 0.52%
$1.39B
$2.36 Million 0.99% of portfolio
47,021
Q1 2025 Added 5.15%
$97.2B
$2.22 Million 0.93% of portfolio
12,842
Q1 2025 Added 1.55%
$74.7B
$2.16 Million 0.9% of portfolio
7,910
Q1 2025 Added 13.13%
$144B
$2.05 Million 0.86% of portfolio
9,703
Q1 2025 Added 7.76%
$403B
$1.97 Million 0.82% of portfolio
14,075
Q1 2025 Added 6.35%
$244B
$1.85 Million 0.78% of portfolio
30,018
Q1 2025 Added 0.37%
$150B
$1.84 Million 0.77% of portfolio
15,143
Q1 2025 Added 6.19%
$370B
$1.84 Million 0.77% of portfolio
5,023
Q1 2025 Added 14.94%
$265B
$1.72 Million 0.72% of portfolio
10,283
Q1 2025 Added 6.54%
$112B
$1.71 Million 0.71% of portfolio
6,993
Q1 2025 Added 3.13%
$96.5B
$1.65 Million 0.69% of portfolio
11,799
Q1 2025 Added 8.15%
$92.9B
$1.57 Million 0.66% of portfolio
23,193
Q1 2025 Reduced 9.85%
$168B
$1.57 Million 0.66% of portfolio
15,955
Q1 2025 Added 11.92%
$405B
$1.54 Million 0.64% of portfolio
9,279
Q1 2025 Added 110.74%
$152B
$1.4 Million 0.59% of portfolio
37,926
Q1 2025 Reduced 11.41%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $239 Million
  • Prior Value $234 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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