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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$394B
$2.31 Million 1.07% of portfolio
13,367
Q3 2024 Added 1.67%
$600B
$2.15 Million 1.0% of portfolio
4,662
Q3 2024 Added 0.93%
$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%
$503B
$1.95 Million 0.9% of portfolio
11,430
Q3 2024 Added 4.76%
$424B
$1.81 Million 0.84% of portfolio
4,458
Q3 2024 Added 4.23%
$256B
$1.51 Million 0.7% of portfolio
28,319
Q3 2024 Reduced 3.68%
$203B
$1.34 Million 0.62% of portfolio
2,596
Q3 2024 Added 19.74%
$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%
$383B
$613,000 0.28% of portfolio
3,788
Q3 2024 Added 5.63%
$255B
$571,000 0.27% of portfolio
7,083
Q3 2024 Reduced 1.42%
$229B
$480,000 0.22% of portfolio
537
Q3 2024 New
$537B
$402,000 0.19% of portfolio
1,463
Q3 2024 Reduced 0.68%
$1.3T
$287,000 0.13% of portfolio
1,097
Q3 2024 New
$205B
$288,000 0.13% of portfolio
1,694
Q2 2024 Reduced 0.82%
$302B
$217,000 0.1% of portfolio
1,099
Q3 2024 New

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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