First United Bank & Trust ETFs

First United Bank & Trust

$258 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLRE Select Sector Spdr Tr Real Est	$0	$208,000 0.08% of portfolio	5,025	Q1 2025 Reduced 27.23%
VSGX Vanguard World Fd Esg Intl Stk	$0	$208,000 0.08% of portfolio	3,513	Q1 2025 Reduced 40.05%
PHO Invesco Exchange Traded Fd Tr	$0	$180,000 0.07% of portfolio	2,810	Q1 2025 Reduced 1.23%
XLP Consumer Staples Sector Spdr	$0	$178,000 0.07% of portfolio	2,347	Q1 2025 Reduced 27.04%
IHI Ishares Tr Dow Jones Us Medica	$0	$147,000 0.06% of portfolio	2,475	Q1 2025 Added 91.86%
IWO Ishares Russell 2000 Gwt ETF	$0	$144,000 0.06% of portfolio	562	Q1 2025 Reduced 6.02%
XLV Select Sector Spdr Fund Health	$0	$138,000 0.05% of portfolio	960	Q1 2025 Reduced 15.42%
IJH Ishares Core S&P Mid Cap ETF	$0	$133,000 0.05% of portfolio	2,300	Q1 2025 Reduced 10.68%
NUSC Nuveen Esg Small Cap ETF	$0	$119,000 0.05% of portfolio	3,110	Q1 2025 Reduced 55.38%
IWM Ishares Russell 2000 ETF	$0	$116,000 0.04% of portfolio	580	Q1 2025 Reduced 6.45%
IAU Ishares Gold Trust	$53.5B	$112,000 0.04% of portfolio	1,902	Q4 2023 New
IWN Ishares Russell2000 Val ETF	$0	$86,000 0.03% of portfolio	570	Q1 2025 Reduced 11.08%
IJT Ishares S&P Small Cap 600 Grow	$0	$82,000 0.03% of portfolio	670	Q3 2024 Reduced 59.88%
DBJP Xtrackers Msci Japan Hedged Eq	$0	$74,000 0.03% of portfolio	1,000	Q1 2025 Reduced 22.48%
XLE Energy Sector Spdr	$0	$65,000 0.03% of portfolio	705	Q1 2025 Reduced 6.62%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$60,000 0.02% of portfolio	5,315	Q1 2025 Reduced 67.75%
PAVE Global X Fds Us Infrastructure	$0	$58,000 0.02% of portfolio	1,565	Q4 2023 New
GBF Ishares Tr	$0	$56,000 0.02% of portfolio	545	Q1 2025 Reduced 16.02%
XLB Select Sector Spdr Fd Material	$0	$50,000 0.02% of portfolio	598	Q1 2025 Reduced 49.45%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$48,000 0.02% of portfolio	2,004	Q4 2024 New
IBDU Ishares Tr Ibonds Dec 2029 Ter	$0	$48,000 0.02% of portfolio	2,080	Q4 2024 New
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$48,000 0.02% of portfolio	1,913	Q4 2024 New
FTGC First Trust Global Tactical CO	$0	$47,000 0.02% of portfolio	1,881	Q1 2025 Reduced 24.49%
JEPI J P Morgan Exchange Traded Fd	$0	$44,000 0.02% of portfolio	780	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$43,000 0.02% of portfolio	530	Q1 2025 Reduced 22.06%
SHM Spdr Nuveen Bloomberg Short Te	$0	$43,000 0.02% of portfolio	925	Q2 2024 Reduced 21.28%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$43,000 0.02% of portfolio	834	Q4 2023 New
DFAS Dimensional ETF Tr U S Small C	$0	$37,000 0.01% of portfolio	625	Q1 2025 Reduced 7.41%
VYM Vanguard Whitehall Fds (Vangua	$0	$29,000 0.01% of portfolio	230	Q4 2024 Reduced 5.74%
EMB Ishares Tr	$0	$24,000 0.01% of portfolio	269	Q1 2025 Reduced 48.66%
SLV I Shares Silver Trust	$18.2B	$24,000 0.01% of portfolio	805	Q3 2024 Reduced 12.02%
SDY Spdr Series Tr Spdr S&P Divide	$0	$22,000 0.01% of portfolio	170	Q3 2024 Reduced 2.3%
IJS Ishares S&P Smallcap 600 Value	$0	$19,000 0.01% of portfolio	200	Q4 2023 New
VPU Vanguard Utilities ETF	$0	$15,000 0.01% of portfolio	90	Q4 2023 New
FBCG Fidelity Covington Tr Blue Chi	$0	$10,000 0.0% of portfolio	250	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$9,000 0.0% of portfolio	95	Q1 2025 Reduced 29.63%
SHY Ishares Barclays 1 3 Year Trea	$0	$7,000 0.0% of portfolio	85	Q4 2024 Reduced 41.38%
FPE First Tr Pfd Secs & Income ETF	$0	$3,000 0.0% of portfolio	220	Q1 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$2,000 0.0% of portfolio	20	Q4 2023 New
ICLN Ishares	$0	$1,000 0.0% of portfolio	145	Q1 2025 Reduced 54.69%
AGG Ishares Core U.S. Aggregate Bo	$0	$1,000 0.0% of portfolio	20	Q4 2023 New

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