First United Bank & Trust has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $264 Million distributed in 577 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $17.5M, Vanguard Value ETF with a value of $13M, Apple Inc. with a value of $9.43M, Vanguard Index Fds S&P 500 ETF with a value of $8.23M, and Microsoft Corp with a value of $7.91M.

Examining the 13F form we can see an increase of $37.4M in the current position value, from $226M to 264M.

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

Portfolio value $264 Million
ETFs: $126 Million
Technology: $36.4 Million
Financial Services: $20.2 Million
Healthcare: $18.3 Million
Industrials: $15.1 Million
Consumer Cyclical: $13.8 Million
Consumer Defensive: $9.41 Million
Communication Services: $8.82 Million
Other: $15.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 577
  • Current Value $264 Million
  • Prior Value $226 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 16 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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