First United Bank & Trust Portfolio Holdings
First United Bank & Trust
- $276 Million
- Q2 2025
First United Bank & Trust has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $276 Million distributed in 551 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 $19.2M, Vanguard Value ETF with a value of $15.6M, Vanguard Index Fds S&P 500 ETF with a value of $11.1M, Vanguard Growth ETF with a value of $10M, and Microsoft Corp with a value of $8.31M.
Examining the 13F form we can see an increase of $18.1M in the current position value, from $258M to 276M.
Below you can find more details about First United Bank & Trust portfolio as well as his latest detailed transactions.
Portfolio value
$276 Million
ETFs: $152 Million
Technology: $32.7 Million
Financial Services: $22.7 Million
Healthcare: $13.8 Million
Consumer Cyclical: $13 Million
Industrials: $12.4 Million
Consumer Defensive: $8.65 Million
Communication Services: $7.95 Million
Other: $13.4 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 551
- Current Value $276 Million
- Prior Value $258 Million
- Filing
- Period Q2 2025
- Filing Date July 18, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 4 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 133 stocks