United Bank Portfolio Holdings

United Bank

  • $285 Million
  • Q3 2025

United Bank has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $285 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.9M, Apple Inc. with a value of $12M, Alphabet Inc. with a value of $11.4M, Technology Sector Spdr with a value of $10.8M, and Microsoft Corp with a value of $10.8M.

Examining the 13F form we can see an increase of $26.1M in the current position value, from $259M to 285M.

Below you can find more details about United Bank portfolio as well as his latest detailed transactions.

Portfolio value $285 Million
ETFs: $82.1 Million
Technology: $59.8 Million
Financial Services: $31.9 Million
Communication Services: $22.7 Million
Consumer Cyclical: $22.6 Million
Consumer Defensive: $17.5 Million
Industrials: $17.5 Million
Healthcare: $15.8 Million
Other: $14.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$12.9 Million 4.54% of portfolio
69,198
Q3 2025 Added 3.75%
$4.3T
$12 Million 4.21% of portfolio
47,087
Q3 2025 Added 2.96%
$1.65T
$11.4 Million 4.0% of portfolio
46,810
Q3 2025 Reduced 2.89%
$0
$10.8 Million 3.8% of portfolio
38,368
Q3 2025 Added 4.98%
$3.78T
$10.8 Million 3.78% of portfolio
20,785
Q3 2025 Added 1.94%
$0
$9.98 Million 3.51% of portfolio
242,210
Q3 2025 Added 4.06%
$0
$9.95 Million 3.5% of portfolio
158,123
Q3 2025 Added 13.38%
$2.39T
$8.9 Million 3.13% of portfolio
40,530
Q3 2025 Added 9.2%
$881B
$8.86 Million 3.11% of portfolio
28,104
Q3 2025 Added 0.32%
$0
$7.76 Million 2.72% of portfolio
177,179
Q3 2025 Added 2.78%
$306B
$6.13 Million 2.15% of portfolio
92,483
Q3 2025 Added 1.41%
$0
$6.06 Million 2.13% of portfolio
50,184
Q3 2025 Reduced 3.67%
$404B
$5.64 Million 1.98% of portfolio
6,094
Q3 2025 Added 4.24%
$0
$5.53 Million 1.94% of portfolio
202,548
Q3 2025 Added 3.49%
$1.37T
$5.3 Million 1.86% of portfolio
7,223
Q3 2025 Added 5.29%
$98.6B
$5.26 Million 1.85% of portfolio
55,491
Q3 2025 Reduced 0.86%
$512B
$4.35 Million 1.53% of portfolio
7,652
Q3 2025 Added 8.17%
$593B
$4.14 Million 1.45% of portfolio
14,705
Q3 2025 Reduced 2.21%
$228B
$4.11 Million 1.44% of portfolio
30,671
Q3 2025 Added 5.75%
$0
$4.05 Million 1.42% of portfolio
34,071
Q3 2025 Added 3.63%
$0
$3.98 Million 1.4% of portfolio
21,343
Q3 2025 Reduced 0.43%
$65.7B
$3.34 Million 1.17% of portfolio
11,106
Q3 2025 Added 5.38%
$0
$3.25 Million 1.14% of portfolio
45,112
Q3 2025 Reduced 2.82%
$140B
$3.22 Million 1.13% of portfolio
12,817
Q3 2025 Added 5.72%
$0
$3.13 Million 1.1% of portfolio
35,080
Q3 2025 Reduced 2.12%
$61.4B
$2.94 Million 1.03% of portfolio
14,438
Q3 2025 Added 0.58%
$59.5B
$2.85 Million 1.0% of portfolio
62,368
Q3 2025 Reduced 10.32%
$237B
$2.75 Million 0.97% of portfolio
11,620
Q3 2025 Added 13.94%
$0
$2.66 Million 0.93% of portfolio
19,118
Q3 2025 Added 0.04%
$94.5B
$2.65 Million 0.93% of portfolio
7,765
Q3 2025 Reduced 1.7%
$388B
$2.59 Million 0.91% of portfolio
16,002
Q3 2025 Added 20.72%
$662B
$2.56 Million 0.9% of portfolio
5,084
Q3 2025 Reduced 5.87%
$490B
$2.58 Million 0.9% of portfolio
22,855
Q3 2025 Added 4.74%
$346B
$2.51 Million 0.88% of portfolio
16,347
Q3 2025 Added 5.38%
$224B
$2.47 Million 0.87% of portfolio
8,141
Q3 2025 Added 0.48%
$98.1B
$2.49 Million 0.87% of portfolio
14,575
Q3 2025 Added 7.74%
$170B
$2.43 Million 0.85% of portfolio
16,822
Q3 2025 Added 3.22%
$522B
$2.4 Million 0.84% of portfolio
12,920
Q3 2025 Added 4.96%
$319B
$2.26 Million 0.8% of portfolio
33,088
Q3 2025 Added 13.19%
$132B
$2.19 Million 0.77% of portfolio
10,426
Q3 2025 Added 12.8%
$291B
$2.16 Million 0.76% of portfolio
4,537
Q3 2025 Added 11.12%
$971B
$2.14 Million 0.75% of portfolio
2,809
Q3 2025 Reduced 1.89%
$258B
$1.98 Million 0.7% of portfolio
11,848
Q3 2025 Added 16.13%
$875M
$1.93 Million 0.68% of portfolio
49,282
Q3 2025 Added 15.95%
$84.9B
$1.93 Million 0.68% of portfolio
11,474
Q3 2025 Added 5.84%
$193B
$1.88 Million 0.66% of portfolio
16,455
Q3 2025 Added 6.96%
$0
$1.85 Million 0.65% of portfolio
20,254
Q3 2025 Reduced 58.2%
$303B
$1.77 Million 0.62% of portfolio
11,428
Q3 2025 Added 3.15%
$0
$1.78 Million 0.62% of portfolio
42,137
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $285 Million
  • Prior Value $259 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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