United Bank Portfolio Holdings

United Bank

$825 Million
Q3 2025

United Bank has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $825 Million distributed in 245 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hubbell Inc with a value of $123M, Ishares Inc Msci Emerging Mkts with a value of $48.8M, Ishares Core S&P Sm Cap ETF with a value of $46.4M, Microsoft Corp with a value of $37.9M, and Apple Inc. with a value of $32.8M.

Examining the 13F form we can see an increase of $5.18M in the current position value, from $820M to 825M.

United Bank is based out at Vienna, VA

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

Portfolio value $825 Million

ETFs: $207 Million

Industrials: $206 Million

Technology: $134 Million

Financial Services: $83 Million

Healthcare: $55.5 Million

Consumer Defensive: $36.6 Million

Energy: $33.3 Million

Consumer Cyclical: $21 Million

Other: $49.2 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
HUBB Hubbell Inc Industrials	$23.2B	$123 Million 14.91% of portfolio	285,888	Q3 2025 Reduced 0.33%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$48.8 Million 5.92% of portfolio	723,300	Q3 2025 Reduced 3.3%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$46.4 Million 5.63% of portfolio	390,617	Q3 2025 Reduced 1.89%
MSFT Microsoft Corp Technology	$3.78T	$37.9 Million 4.59% of portfolio	73,144	Q3 2025 Reduced 5.98%
AAPL Apple Inc. Technology	$4.3T	$32.8 Million 3.98% of portfolio	128,867	Q3 2025 Reduced 6.14%
JPM Jpmorgan Chase & CO Financial Services	$881B	$31.4 Million 3.81% of portfolio	99,547	Q3 2025 Reduced 0.03%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$30.9 Million 3.74% of portfolio	308,204	Q3 2025 Reduced 1.79%
UBSI United Bankshares Inc Financial Services	$4.9B	$26.5 Million 3.21% of portfolio	711,732	Q3 2025 Reduced 0.17%
GLW Corning Inc Technology	$69.4B	$22.9 Million 2.78% of portfolio	279,389	Q3 2025 Reduced 7.68%

IRM Iron Mountain Inc Real Estate	$26.6B	$17.1 Million 2.07% of portfolio	167,520	Q3 2025 Reduced 7.45%
CVX Chevron Corp Energy	$303B	$16.2 Million 1.96% of portfolio	104,404	Q3 2025 Reduced 9.27%
CSCO Cisco Systems, Inc. Technology	$319B	$15.6 Million 1.89% of portfolio	228,199	Q3 2025 Reduced 8.63%
ABT Abbott Laboratories Healthcare	$228B	$14.6 Million 1.76% of portfolio	108,682	Q3 2025 Reduced 5.58%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$14.2 Million 1.72% of portfolio	117,429	Q3 2025 Reduced 0.3%
GD General Dynamics Corp Industrials	$94.5B	$14.2 Million 1.72% of portfolio	41,677	Q3 2025 Reduced 8.94%
CMI Cummins Inc Industrials	$65.2B	$13.9 Million 1.69% of portfolio	32,931	Q3 2025 Reduced 11.04%
JNJ Johnson & Johnson Healthcare	$522B	$13.7 Million 1.66% of portfolio	74,061	Q3 2025 Reduced 8.38%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$13.4 Million 1.62% of portfolio	44,047	Q3 2025 Reduced 6.52%

WM Waste Management Inc Industrials	$85.9B	$13.3 Million 1.61% of portfolio	60,202	Q3 2025 Reduced 6.49%
PG Procter & Gamble CO Consumer Defensive	$346B	$12.6 Million 1.52% of portfolio	81,798	Q3 2025 Reduced 7.66%
TXN Texas Instruments Inc Technology	$177B	$12.3 Million 1.49% of portfolio	63,074	Q3 2025 Reduced 7.07%
AMGN Amgen Inc Healthcare	$183B	$12.1 Million 1.47% of portfolio	42,883	Q3 2025 Reduced 7.04%
DOV Dover Corp Industrials	$25.7B	$11.5 Million 1.4% of portfolio	69,222	Q3 2025 Reduced 6.51%
APD Air Products & Chemicals, Inc. Basic Materials	$57.5B	$11 Million 1.33% of portfolio	40,374	Q3 2025 Reduced 7.94%
EOG Eog Resources Inc Energy	$64.7B	$10.6 Million 1.28% of portfolio	94,280	Q3 2025 Reduced 5.69%
HON Honeywell International Inc Industrials	$132B	$9.72 Million 1.18% of portfolio	46,164	Q3 2025 Reduced 8.36%
HSY Hershey CO Consumer Defensive	$26.3B	$9.67 Million 1.17% of portfolio	51,683	Q3 2025 Reduced 8.43%
CME Cme Group Inc. Financial Services	$100B	$9.6 Million 1.16% of portfolio	35,545	Q3 2025 Reduced 4.74%
LMT Lockheed Martin Corp Industrials	$123B	$9.4 Million 1.14% of portfolio	18,824	Q3 2025 Reduced 5.88%
AFL Aflac Inc Financial Services	$72.3B	$9.27 Million 1.12% of portfolio	82,978	Q3 2025 Reduced 7.28%
PEP Pepsico Inc Consumer Defensive	$204B	$9.07 Million 1.1% of portfolio	64,548	Q3 2025 Reduced 9.23%
ITW Illinois Tool Works Inc Industrials	$74.9B	$8.96 Million 1.09% of portfolio	34,357	Q3 2025 Reduced 5.51%
GILD Gilead Sciences, Inc. Healthcare	$156B	$8.7 Million 1.05% of portfolio	78,338	Q3 2025 Reduced 5.83%
AWK American Water Works Company, Inc. Utilities	$23.9B	$8.59 Million 1.04% of portfolio	61,749	Q3 2025 Reduced 5.64%
VO Vanguard Mid Cap ETF ETFs	$0	$8.6 Million 1.04% of portfolio	29,279	Q3 2025 Reduced 2.74%
VNQ Vanguard Specialized Funds Van ETFs	$0	$7.11 Million 0.86% of portfolio	77,784	Q3 2025 Reduced 1.69%
XOM Exxon Mobil Corp Energy	$490B	$6.52 Million 0.79% of portfolio	57,786	Q3 2025 Reduced 3.46%
SHV Ishares Tr ETFs	$0	$6.31 Million 0.76% of portfolio	57,071	Q3 2025 Added 8.62%
VTI Vanguard Total Stock Market Et ETFs	$0	$4.92 Million 0.6% of portfolio	15,000	Q3 2025 Reduced 6.25%
VB Vanguard Small Cap ETF ETFs	$0	$4.66 Million 0.56% of portfolio	18,310	Q3 2025 Reduced 19.18%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$4.56 Million 0.55% of portfolio	86,023	Q3 2025 Added 6.81%
KLAC Kla Corp Technology	$161B	$4.54 Million 0.55% of portfolio	4,207	Q1 2025 Reduced 12.17%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.49 Million 0.54% of portfolio	6,738	Q3 2025 Reduced 21.91%
NVDA Nvidia Corp Technology	$465B	$3.92 Million 0.48% of portfolio	21,033	Q3 2025 Reduced 4.75%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$3.54 Million 0.43% of portfolio	7,960	Q3 2025 Reduced 0.75%
KO Coca Cola CO Consumer Defensive	$306B	$3.37 Million 0.41% of portfolio	50,876	Q3 2025 Reduced 1.93%
VTV Vanguard Value ETF ETFs	$0	$3.07 Million 0.37% of portfolio	16,446	Q2 2025 Reduced 10.88%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$2.86 Million 0.35% of portfolio	29,877	Q3 2025 Added 2.7%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$2.22 Million 0.27% of portfolio	10,121	Q3 2025 Reduced 22.98%
VUG Vanguard Growth ETF ETFs	$0	$2.19 Million 0.27% of portfolio	4,574	Q3 2025 Reduced 50.22%

Summary

Portfolio
No. of Stocks 245
Current Value $825 Million
Prior Value $820 Million
Filing
Period Q3 2025
Filing Date November 07, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 4 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 63 stocks

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