United Bank Portfolio Holdings

United Bank

$285 Million
Q3 2025

United Bank has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $285 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.9M, Apple Inc. with a value of $12M, Alphabet Inc. with a value of $11.4M, Technology Sector Spdr with a value of $10.8M, and Microsoft Corp with a value of $10.8M.

Examining the 13F form we can see an increase of $26.1M in the current position value, from $259M to 285M.

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

Portfolio value $285 Million

ETFs: $82.1 Million

Technology: $59.8 Million

Financial Services: $31.9 Million

Communication Services: $22.7 Million

Consumer Cyclical: $22.6 Million

Consumer Defensive: $17.5 Million

Industrials: $17.5 Million

Healthcare: $15.8 Million

Other: $14.8 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLK Technology Sector Spdr ETFs	$0	$10.8 Million 3.8% of portfolio	38,368	Q3 2025 Added 4.98%
HYGV Flexshares Tr High Yield Value ETFs	$0	$9.98 Million 3.51% of portfolio	242,210	Q3 2025 Added 4.06%
NFRA Flexshares Stoxx Global Broad ETFs	$0	$9.95 Million 3.5% of portfolio	158,123	Q3 2025 Added 13.38%
GUNR Flexshares Tr Morningstar Glob ETFs	$0	$7.76 Million 2.72% of portfolio	177,179	Q3 2025 Added 2.78%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$6.06 Million 2.13% of portfolio	50,184	Q3 2025 Reduced 3.67%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$5.53 Million 1.94% of portfolio	202,548	Q3 2025 Added 3.49%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$5.13 Million 1.8% of portfolio	78,642	Q3 2025 Added 3.53%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$4.05 Million 1.42% of portfolio	34,071	Q3 2025 Added 3.63%
VTV Vanguard Value ETF ETFs	$0	$3.98 Million 1.4% of portfolio	21,343	Q3 2025 Reduced 0.43%

QLV Flexshares Us Quality Low Vola ETFs	$0	$3.25 Million 1.14% of portfolio	45,112	Q3 2025 Reduced 2.82%
XLE Energy Sector Spdr ETFs	$0	$3.13 Million 1.1% of portfolio	35,080	Q3 2025 Reduced 2.12%
XLV Select Sector Spdr Fund Health ETFs	$0	$2.66 Million 0.93% of portfolio	19,118	Q3 2025 Added 0.04%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.85 Million 0.65% of portfolio	20,254	Q3 2025 Reduced 58.2%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$1.78 Million 0.62% of portfolio	42,137	Q3 2025 New
GLD Spdr Gold Trust ETFs	$130B	$1.01 Million 0.35% of portfolio	2,841	Q4 2024 Added 16.39%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$842,000 0.3% of portfolio	1,403	Q2 2024 Added 0.21%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$769,000 0.27% of portfolio	5,496	Q3 2025 Reduced 2.24%
IVV Ishares Core S&P 500 ETF ETFs	$0	$722,000 0.25% of portfolio	1,079	Q1 2025 Added 0.09%

GNR Spdr S&P Global Natural Resour ETFs	$0	$631,000 0.22% of portfolio	10,668	Q2 2025 Reduced 0.67%
XLI Industrial Sector Spdr ETFs	$0	$640,000 0.22% of portfolio	4,155	Q3 2025 Reduced 3.15%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$349,000 0.12% of portfolio	525	Q3 2025 Reduced 3.85%
FDL First Tr Morningstar Dividend ETFs	$0	$332,000 0.12% of portfolio	7,665	Q3 2025 Reduced 1.4%
VUG Vanguard Growth ETF ETFs	$0	$316,000 0.11% of portfolio	659	Q3 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$290,000 0.1% of portfolio	474	Q3 2025 Added 1.94%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$280,000 0.1% of portfolio	2,801	Q3 2025 Added 0.43%

Summary

Portfolio
No. of Stocks 119
Current Value $285 Million
Prior Value $259 Million
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 4 stocks
Additional Purchases 69 stocks
Sold out of 0 stocks
Reduced holdings in 29 stocks

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