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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MDLZ Mondelez International, Inc. Consumer Defensive	$76.2B	$1.7 Million 0.6% of portfolio	27,260	Q3 2025 Added 3.8%
HD Home Depot, Inc. Consumer Cyclical	$367B	$1.7 Million 0.6% of portfolio	4,184	Q3 2025 Reduced 3.08%
DD Du Pont De Nemours, Inc. Basic Materials	$19.9B	$1.65 Million 0.58% of portfolio	21,204	Q3 2025 Added 12.69%
ADBE Adobe Inc. Technology	$151B	$1.59 Million 0.56% of portfolio	4,494	Q3 2025 Added 19.11%
ETN Eaton Corp PLC Industrials	$140B	$1.59 Million 0.56% of portfolio	4,246	Q3 2025 Added 9.91%
ADI Analog Devices Inc Technology	$118B	$1.58 Million 0.56% of portfolio	6,431	Q3 2025 Added 1.71%
NOW Service Now, Inc. Technology	$169B	$1.57 Million 0.55% of portfolio	1,710	Q3 2025 Added 12.57%
SCHW Schwab Charles Corp Financial Services	$167B	$1.57 Million 0.55% of portfolio	16,483	Q3 2025 Added 2.68%
PFE Pfizer Inc Healthcare	$141B	$1.55 Million 0.54% of portfolio	60,741	Q3 2025 Added 4.57%

C Citigroup Inc Financial Services	$190B	$1.5 Million 0.53% of portfolio	14,815	Q3 2025 Added 29.79%
PYPL Pay Pal Holdings, Inc. Financial Services	$71.6B	$1.44 Million 0.51% of portfolio	21,538	Q3 2025 Added 23.87%
CMCSA Comcast Corp Communication Services	$120B	$1.38 Million 0.48% of portfolio	43,857	Q3 2025 Added 3.89%
NFLX Netflix Inc Communication Services	$49.1B	$1.38 Million 0.48% of portfolio	1,151	Q3 2025 Added 385.65%
ABC Amerisourcebergen Corp Healthcare	$38.4B	$1.36 Million 0.48% of portfolio	7,339	Q3 2025 Added 4.37%
NEE Nextera Energy Inc Utilities	$168B	$1.34 Million 0.47% of portfolio	17,777	Q3 2025 Added 13.98%
NKE Nike, Inc. Consumer Cyclical	$79.2B	$1.32 Million 0.46% of portfolio	18,896	Q3 2025 Added 10.72%
MMC Marsh & Mclennan Companies, Inc. Financial Services	$89.7B	$1.31 Million 0.46% of portfolio	6,512	Q3 2025 Added 2.92%
IBM International Business Machines Corp Technology	$266B	$1.31 Million 0.46% of portfolio	4,655	Q3 2025 Reduced 6.07%

ZBH Zimmer Biomet Holdings, Inc. Healthcare	$18.9B	$1.27 Million 0.45% of portfolio	12,905	Q3 2025 Added 8.48%
CARR Carrier Global Corp Industrials	$45.2B	$1.25 Million 0.44% of portfolio	20,996	Q3 2025 Added 23.57%
AMT American Tower Corp Real Estate	$84B	$1.23 Million 0.43% of portfolio	6,409	Q3 2025 Reduced 1.22%
BMY Bristol Myers Squibb CO Healthcare	$99.5B	$1.21 Million 0.42% of portfolio	26,778	Q3 2025 Added 6.48%
ACN Accenture PLC Technology	$152B	$1.15 Million 0.41% of portfolio	4,677	Q3 2025 Added 28.52%
BDX Becton Dickinson & CO Healthcare	$54.5B	$1.03 Million 0.36% of portfolio	5,528	Q3 2025 Added 7.36%
GLD Spdr Gold Trust ETFs	$130B	$1.01 Million 0.35% of portfolio	2,841	Q4 2024 Added 16.39%
T At&T Inc. Communication Services	$181B	$987,000 0.35% of portfolio	34,956	Q3 2025 Reduced 4.21%
KKR Kkr & Co. Inc. Financial Services	$103B	$976,000 0.34% of portfolio	7,515	Q3 2025 Added 30.08%
DE Deere & CO Industrials	$144B	$878,000 0.31% of portfolio	1,922	Q3 2025 Reduced 12.08%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$842,000 0.3% of portfolio	1,403	Q2 2024 Added 0.21%
INTU Intuit Inc Technology	$182B	$862,000 0.3% of portfolio	1,263	Q3 2025 Added 35.52%
DUK Duke Energy Corp Utilities	$96.4B	$760,000 0.27% of portfolio	6,143	Q3 2025 Added 0.08%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$769,000 0.27% of portfolio	5,496	Q3 2025 Reduced 2.24%
WMT Walmart Inc. Consumer Defensive	$279B	$740,000 0.26% of portfolio	7,189	Q2 2025 Added 0.64%
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%
ACHR Archer Aviation Inc. Industrials	$1.37B	$606,000 0.21% of portfolio	63,296	Q3 2025 Added 60.79%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$584,000 0.21% of portfolio	1,314	Q3 2025 Reduced 11.16%
IDXX Idexx Laboratories Inc Healthcare	$57.4B	$447,000 0.16% of portfolio	700	Q1 2024 New
PNC Pnc Financial Services Group, Inc. Financial Services	$74.3B	$436,000 0.15% of portfolio	2,170	Q3 2025 Reduced 6.34%
V Visa Inc. Financial Services	$533B	$435,000 0.15% of portfolio	1,277	Q2 2025 Added 0.24%
VZ Verizon Communications Inc Communication Services	$172B	$428,000 0.15% of portfolio	9,747	Q3 2025 Added 24.28%
GPN Global Payments Inc Industrials	$20.5B	$369,000 0.13% of portfolio	4,444	Q2 2025 Reduced 0.34%
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%
MU Micron Technology Inc Technology	$268B	$320,000 0.11% of portfolio	1,914	Q2 2025 New
INTC Intel Corp Technology	$143B	$326,000 0.11% of portfolio	9,730	Q3 2025 Added 6.4%
VUG Vanguard Growth ETF ETFs	$0	$316,000 0.11% of portfolio	659	Q3 2025 New
MO Altria Group, Inc. Consumer Defensive	$104B	$323,000 0.11% of portfolio	4,895	Q3 2025 Added 1.37%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$290,000 0.1% of portfolio	474	Q3 2025 Added 1.94%

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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