First United Bank & Trust Purchases in Q4 2024

First United Bank & Trust

  • $269 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25.5K
+ 45.51%
$44.87 - $46.86 $1.14M - $1.19M
81.5K $3.66M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.45K
+ 18.33%
$174.22 - $187.62 $949K - $1.02M
35.2K $6.17M
PULS
Pgim ETF Tr

ETFs
13.2K
+ 42.33%
$49.51 - $49.79 $652K - $656K
44.3K $2.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.78K
+ 49.39%
$71.75 - $75.11 $702K - $735K
29.6K $2.13M
HYGV
Flexshares Tr High Yield Value

ETFs
14.9K
+ 23.78%
$40.53 - $41.51 $604K - $618K
77.5K $3.15M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.39K
+ 7.45%
$103.6 - $112.52 $351K - $381K
48.9K $5.13M
NOW
Service Now, Inc.

Technology
252
+ 53.62%
$867.18 - $1148.42 $219K - $289K
722 $765K
CRM
Salesforce, Inc.

Technology
75
+ 1.68%
$270.87 - $367.87 $20.3K - $27.6K
4.54K $1.52M
VO
Vanguard Mid Cap ETF

ETFs
1.08K
+ 6.67%
$261.5 - $284.63 $283K - $308K
17.3K $4.57M
VOT
Vanguard Mid Cap Growth Index

ETFs
327
+ 1.77%
$241.48 - $274.89 $79K - $89.9K
18.8K $4.77M
CVX
Chevron Corp

Energy
2.08K
+ 15.19%
$141.15 - $162.53 $293K - $337K
15.7K $2.28M
PANW
Palo Alto Networks Inc

Technology
2.19K
+ 215.75%
$181.96 - $405.9 $399K - $890K
3.21K $583K
VB
Vanguard Small Cap ETF

ETFs
643
+ 4.16%
$233.76 - $261.58 $150K - $168K
16.1K $3.87M
HYD
Vaneck High Yield Muni ETF

ETFs
4.29K
+ 19.16%
$51.09 - $53.06 $219K - $228K
26.7K $1.39M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.92K
+ 14.12%
$50.73 - $51.08 $199K - $200K
31.7K $1.61M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
8.7K
+ 64.15%
$20.98 - $21.19 $183K - $184K
22.3K $469K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.51K
+ 60.97%
$115.08 - $119.55 $174K - $180K
3.98K $460K
DLR
Digital Realty Trust, Inc.

Real Estate
502
+ 10.93%
$156.46 - $195.69 $78.5K - $98.2K
5.09K $903K
ISRG
Intuitive Surgical Inc

Healthcare
52
+ 1.43%
$471.27 - $550.62 $24.5K - $28.6K
3.69K $1.93M
SHOP
Shopify Inc.

Technology
100
+ 2.23%
$78.14 - $119.49 $7.81K - $11.9K
4.59K $488K
WMT
Walmart Inc.

Consumer Defensive
412
+ 4.82%
$79.1 - $95.7 $32.6K - $39.4K
8.97K $810K
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 0.24%
$570.51 - $610.59 $9.13K - $9.77K
6.58K $3.87M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.06K
+ 22.86%
$23.42 - $24.25 $95K - $98.3K
21.8K $514K
QCOM
Qualcomm Inc

Technology
615
+ 52.56%
$150.4 - $178.04 $92.5K - $109K
1.79K $274K
VBK
Vanguard Small Cap Growth ETF

ETFs
75
+ 1.88%
$264.18 - $304.19 $19.8K - $22.8K
4.07K $1.14M
CME
Cme Group Inc.

Financial Services
105
+ 3.09%
$221.17 - $246.02 $23.2K - $25.8K
3.51K $813K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.94K
New
$25.0 - $25.11 $48.4K - $48.6K
1.94K $48K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2K
New
$23.88 - $24.32 $47.9K - $48.7K
2K $48K
VNT
Vontier Corp

Technology
530
+ 5.3%
$33.03 - $40.45 $17.5K - $21.4K
10.5K $384K
IBDV
Ishares Tr

Technology
2.21K
New
$21.24 - $22.15 $46.9K - $48.9K
2.21K $47K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.08K
New
$22.71 - $23.47 $47.2K - $48.8K
2.08K $47K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.91K
New
$24.82 - $25.48 $47.5K - $48.7K
1.91K $47K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.01K
New
N/A
2.01K $47K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.9K
New
$24.5 - $25.72 $46.6K - $49K
1.9K $46K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.31K
New
$20.28 - $21.2 $46.8K - $48.9K
2.31K $46K
DVY
Ishares Tr

ETFs
1.87K
+ 3.47%
$129.55 - $143.41 $242K - $267K
55.5K $7.29M
PYPL
Pay Pal Holdings, Inc.

Financial Services
260
+ 10.86%
$77.25 - $91.3 $20.1K - $23.7K
2.66K $226K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
308
+ 19.18%
$100.24 - $101.35 $30.9K - $31.2K
1.91K $192K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.29K
+ 23.64%
$75.95 - $88.05 $98.2K - $114K
6.76K $515K
VCIT
Vanguard Intermediate Term Cor

ETFs
564
+ 10.91%
$80.13 - $83.77 $45.2K - $47.2K
5.73K $460K
BAC
Bank Of America Corp

Financial Services
10
+ 0.19%
$39.22 - $47.77 $392 - $478
5.38K $236K
VBR
Vanguard Small Cap Value ETF

ETFs
245
+ 2.07%
$197.36 - $217.3 $48.4K - $53.2K
12.1K $2.39M
COP
Conocophillips

Energy
155
+ 25.7%
$95.12 - $114.72 $14.7K - $17.8K
758 $75K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
250
New
$42.05 - $48.31 $10.5K - $12.1K
250 $11K
GBF
Ishares Tr

ETFs
82
+ 14.46%
$101.93 - $106.84 $8.36K - $8.76K
649 $66K
TIP
Ishares Tr Tips Bd ETF

ETFs
162
+ 4.68%
$106.33 - $110.69 $17.2K - $17.9K
3.62K $385K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
250
New
$9.71 - $15.34 $2.43K - $3.84K
250 $3K
GLD
Spdr Gold Trust

ETFs
10
+ 4.59%
$236.59 - $257.5 $2.37K - $2.58K
228 $55K
EMB
Ishares Tr

ETFs
58
+ 12.45%
$88.94 - $93.46 $5.16K - $5.42K
524 $46K
Activity Summary
Buys All Purchases 65 New Holdings 14 Increased Positions 51 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track First United Bank & Trust Portfolio

Follow First United Bank & Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First United Bank & Trust, based on Form 13F filings with the SEC.

News

Stay updated on First United Bank & Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email