United Bank Portfolio Holdings

United Bank

  • $215 Million
  • Q3 2024

United Bank has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $215 Million distributed in 103 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 $12.7M, Apple Inc. with a value of $10.2M, Microsoft Corp with a value of $7.91M, Flexshares Stoxx Global Broad with a value of $7.62M, and Nvidia Corp with a value of $7.53M.

Examining the 13F form we can see an increase of $16.3M in the current position value, from $199M to 215M.

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

Portfolio value $215 Million
ETFs: $72 Million
Technology: $40.5 Million
Financial Services: $22.3 Million
Consumer Cyclical: $16.8 Million
Consumer Defensive: $15.9 Million
Communication Services: $13.7 Million
Healthcare: $13 Million
Industrials: $8.72 Million
Other: $12.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59T
$10.2 Million 4.72% of portfolio
43,664
Q3 2024 Reduced 0.85%
$3.33T
$7.91 Million 3.67% of portfolio
18,378
Q3 2024 Added 4.14%
$367B
$7.53 Million 3.49% of portfolio
61,972
Q3 2024 Reduced 19.32%
$1.18T
$6.66 Million 3.09% of portfolio
40,177
Q3 2024 Reduced 7.23%
$266B
$5.81 Million 2.7% of portfolio
80,888
Q3 2024 Added 65.38%
$780B
$5.34 Million 2.48% of portfolio
25,354
Q3 2024 Added 2.48%
$417B
$5.29 Million 2.45% of portfolio
5,962
Q3 2024 Added 7.5%
$2.4T
$5.12 Million 2.38% of portfolio
27,465
Q3 2024 Reduced 4.34%
$89.6B
$4.65 Million 2.16% of portfolio
51,624
Q3 2024 Reduced 8.64%
$728B
$3.22 Million 1.49% of portfolio
3,635
Q3 2024 Reduced 0.82%
$1.43T
$3.19 Million 1.48% of portfolio
5,569
Q3 2024 Added 22.18%
$62B
$3.12 Million 1.45% of portfolio
72,940
Q3 2024 Reduced 1.2%
$216B
$3.11 Million 1.44% of portfolio
27,284
Q3 2024 Added 1.82%
$510B
$3.06 Million 1.42% of portfolio
6,195
Q3 2024 Reduced 2.1%
$162B
$2.73 Million 1.27% of portfolio
10,099
Q3 2024 Added 1.38%
$56B
$2.34 Million 1.08% of portfolio
6,835
Q3 2024 Added 1.33%
$59.3B
$2.2 Million 1.02% of portfolio
8,875
Q3 2024 Added 2.35%
$600B
$2.15 Million 1.0% of portfolio
4,662
Q3 2024 Added 0.93%
$1.6B
$2.12 Million 0.99% of portfolio
36,851
Q3 2024 Added 13.74%
$459B
$2.1 Million 0.97% of portfolio
17,920
Q3 2024 Added 3.71%
$335B
$2 Million 0.93% of portfolio
7,303
Q3 2024 Added 1.05%
$209B
$1.96 Million 0.91% of portfolio
6,446
Q3 2024 Added 3.5%
$503B
$1.95 Million 0.9% of portfolio
11,430
Q3 2024 Added 4.76%
$88.1B
$1.9 Million 0.88% of portfolio
11,844
Q3 2024 Reduced 3.48%
$424B
$1.81 Million 0.84% of portfolio
4,458
Q3 2024 Added 4.23%
$73.7B
$1.75 Million 0.81% of portfolio
5,776
Q3 2024 Added 4.03%
$152B
$1.69 Million 0.78% of portfolio
8,183
Q3 2024 Added 2.76%
$78.1B
$1.67 Million 0.77% of portfolio
22,649
Q3 2024 Added 12.68%
$165B
$1.57 Million 0.73% of portfolio
37,649
Q3 2024 Reduced 1.57%
$142B
$1.52 Million 0.71% of portfolio
12,949
Q3 2024 Reduced 0.32%
$143B
$1.51 Million 0.7% of portfolio
3,620
Q3 2024 Reduced 9.86%
$256B
$1.51 Million 0.7% of portfolio
28,319
Q3 2024 Reduced 3.68%
$132B
$1.46 Million 0.68% of portfolio
9,532
Q3 2024 Reduced 5.88%
$117B
$1.39 Million 0.65% of portfolio
6,056
Q3 2024 Added 4.72%
$108B
$1.41 Million 0.65% of portfolio
6,298
Q3 2024 Added 0.51%
$203B
$1.34 Million 0.62% of portfolio
2,596
Q3 2024 Added 19.74%
$93.6B
$1.28 Million 0.6% of portfolio
14,526
Q3 2024 Reduced 7.67%
$203B
$1.24 Million 0.58% of portfolio
5,628
Q3 2024 Added 53.27%
$305B
$1.19 Million 0.55% of portfolio
8,095
Q3 2024 Added 8.42%
$202B
$1.17 Million 0.54% of portfolio
12,145
Q3 2024 Added 6.23%
$86.8B
$1.12 Million 0.52% of portfolio
4,832
Q3 2024 Reduced 1.97%
$153B
$1.06 Million 0.49% of portfolio
1,121
Q3 2024 Added 1.08%
$148B
$1.03 Million 0.48% of portfolio
35,599
Q3 2024 Added 3.72%
$38.4B
$1.04 Million 0.48% of portfolio
5,601
Q3 2024 Added 4.19%
$39.2B
$981,000 0.46% of portfolio
11,015
Q3 2024 Added 2.7%
$26.7B
$1 Million 0.46% of portfolio
4,421
Q3 2024 Reduced 11.95%
$23.3B
$953,000 0.44% of portfolio
8,837
Q3 2024 Reduced 0.16%
$161B
$937,000 0.43% of portfolio
42,636
Q3 2024 Reduced 16.56%
$126B
$896,000 0.42% of portfolio
17,322
Q3 2024 Added 2.7%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $215 Million
  • Prior Value $199 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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