First United Bank & Trust Portfolio Holdings
First United Bank & Trust
- $294 Million
- Q3 2025
First United Bank & Trust has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Million distributed in 584 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 $21.1M, Vanguard Value ETF with a value of $16.5M, Vanguard Index Fds S&P 500 ETF with a value of $12M, Vanguard Growth ETF with a value of $11.3M, and Apple Inc. with a value of $9.48M.
Examining the 13F form we can see an increase of $17.6M in the current position value, from $276M to 294M.
Below you can find more details about First United Bank & Trust portfolio as well as his latest detailed transactions.
Portfolio value
$294 Million
ETFs: $161 Million
Technology: $35.9 Million
Financial Services: $23.5 Million
Consumer Cyclical: $14.4 Million
Healthcare: $13.8 Million
Industrials: $12.7 Million
Communication Services: $10.1 Million
Consumer Defensive: $8.37 Million
Other: $14 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 584
- Current Value $294 Million
- Prior Value $276 Million
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 41 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks