First United Bank & Trust Portfolio Holdings
First United Bank & Trust
- $269 Million
- Q4 2024
First United Bank & Trust has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $269 Million distributed in 526 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 $18.7M, Vanguard Value ETF with a value of $13.4M, Apple Inc. with a value of $9.84M, Vanguard Growth ETF with a value of $9.62M, and Vanguard Index Fds S&P 500 ETF with a value of $9.52M.
Examining the 13F form we can see an decrease of $2.96M in the current position value, from $272M to 269M.
Below you can find more details about First United Bank & Trust portfolio as well as his latest detailed transactions.
Portfolio value
$269 Million
ETFs: $143 Million
Technology: $33.9 Million
Financial Services: $21.5 Million
Healthcare: $15.3 Million
Consumer Cyclical: $12.9 Million
Industrials: $12 Million
Consumer Defensive: $8.84 Million
Communication Services: $8.7 Million
Other: $12.7 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 526
- Current Value $269 Million
- Prior Value $272 Million
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 51 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks