United Bank Portfolio Holdings

United Bank

$775 Million
Q1 2025

United Bank has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $775 Million distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hubbell Inc with a value of $94.9M, Ishares Inc Msci Emerging Mkts with a value of $41.4M, Ishares Core S&P Sm Cap ETF with a value of $41.4M, Apple Inc. with a value of $31.7M, and Ishares Core U.S. Aggregate Bo with a value of $31M.

Examining the 13F form we can see an decrease of $47.9M in the current position value, from $822M to 775M. Also it can be appreciated an additional of 10 stocks purchases and 8 closed positions.

United Bank is based out at Vienna, VA

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

Portfolio value $775 Million

ETFs: $190 Million

Industrials: $179 Million

Technology: $113 Million

Financial Services: $76.3 Million

Healthcare: $60.5 Million

Consumer Defensive: $40.4 Million

Energy: $39.4 Million

Consumer Cyclical: $24 Million

Other: $52.1 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
HUBB Hubbell Inc Industrials	$21.1B	$94.9 Million 12.25% of portfolio	286,822	Q2 2024 Reduced 4.38%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$41.4 Million 5.35% of portfolio	752,241	Q1 2025 Added 6.82%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$41.4 Million 5.34% of portfolio	395,480	Q1 2025 Added 1.88%
AAPL Apple Inc. Technology	$3.39T	$31.7 Million 4.09% of portfolio	142,545	Q1 2025 Reduced 8.81%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$31 Million 4.0% of portfolio	312,923	Q1 2025 Added 3.03%
MSFT Microsoft Corp Technology	$3.39T	$29.9 Million 3.86% of portfolio	79,669	Q1 2025 Reduced 5.19%
UBSI United Bankshares Inc Financial Services	$5.02B	$24.7 Million 3.19% of portfolio	711,669	Q1 2025 Reduced 2.32%
JPM Jpmorgan Chase & CO Financial Services	$785B	$24.6 Million 3.18% of portfolio	100,447	Q1 2025 Reduced 0.66%
CVX Chevron Corp Energy	$278B	$18.7 Million 2.42% of portfolio	111,913	Q1 2025 Reduced 7.03%
IRM Iron Mountain Inc Real Estate	$29.2B	$16.2 Million 2.09% of portfolio	188,175	Q1 2025 Reduced 12.1%
CSCO Cisco Systems, Inc. Technology	$261B	$15.7 Million 2.03% of portfolio	254,526	Q1 2025 Reduced 15.81%
ABT Abbott Laboratories Healthcare	$236B	$15.6 Million 2.02% of portfolio	117,947	Q1 2025 Reduced 14.02%
PG Procter & Gamble CO Consumer Defensive	$387B	$15.4 Million 1.98% of portfolio	90,208	Q1 2025 Reduced 11.67%
WM Waste Management Inc Industrials	$94.4B	$15.4 Million 1.98% of portfolio	66,392	Q1 2025 Reduced 14.95%
MCD Mcdonalds Corp Consumer Cyclical	$234B	$15.3 Million 1.97% of portfolio	48,945	Q1 2025 Reduced 11.66%
AMGN Amgen Inc Healthcare	$146B	$14.6 Million 1.88% of portfolio	46,804	Q1 2025 Reduced 13.76%
GLW Corning Inc Technology	$40.8B	$14.1 Million 1.82% of portfolio	308,558	Q1 2025 Reduced 21.95%
JNJ Johnson & Johnson Healthcare	$396B	$13.6 Million 1.76% of portfolio	82,069	Q1 2025 Reduced 11.1%
TXN Texas Instruments Inc Technology	$177B	$13.3 Million 1.72% of portfolio	68,501	Q1 2025 Reduced 10.26%
DOV Dover Corp Industrials	$26.2B	$13.2 Million 1.71% of portfolio	75,279	Q1 2025 Reduced 13.57%
EOG Eog Resources Inc Energy	$67.7B	$12.9 Million 1.67% of portfolio	100,927	Q1 2025 Reduced 9.15%
APD Air Products & Chemicals, Inc. Basic Materials	$61.9B	$12.9 Million 1.67% of portfolio	43,882	Q1 2025 Reduced 15.95%
GD General Dynamics Corp Industrials	$77.1B	$12.6 Million 1.63% of portfolio	46,364	Q1 2025 Reduced 9.3%
CMI Cummins Inc Industrials	$47.2B	$11.3 Million 1.46% of portfolio	36,124	Q1 2025 Reduced 19.5%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$11 Million 1.42% of portfolio	118,802	Q1 2025 Added 3.14%
HON Honeywell International Inc Industrials	$150B	$9.93 Million 1.28% of portfolio	46,881	Q1 2025 Added 633.2%
PEP Pepsico Inc Consumer Defensive	$182B	$9.49 Million 1.22% of portfolio	63,273	Q1 2025 Added 1,148.97%
AFL Aflac Inc Financial Services	$67.5B	$9.29 Million 1.2% of portfolio	83,593	Q1 2025 Added 2,470.51%
CME Cme Group Inc. Financial Services	$99.3B	$9.02 Million 1.16% of portfolio	33,997	Q1 2025 New
AWK American Water Works Company, Inc. Utilities	$25.9B	$8.76 Million 1.13% of portfolio	59,408	Q1 2025 New
HSY Hershey CO Consumer Defensive	$23.3B	$8.59 Million 1.11% of portfolio	50,208	Q1 2025 New
GILD Gilead Sciences, Inc. Healthcare	$128B	$8.55 Million 1.1% of portfolio	76,319	Q1 2025 New
ITW Illinois Tool Works Inc Industrials	$77.2B	$8.35 Million 1.08% of portfolio	33,674	Q1 2025 Added 3,894.54%
LMT Lockheed Martin Corp Industrials	$123B	$8.15 Million 1.05% of portfolio	18,252	Q1 2025 New
VO Vanguard Mid Cap ETF ETFs	$0	$7.98 Million 1.03% of portfolio	30,874	Q1 2025 Added 23.25%
XOM Exxon Mobil Corp Energy	$451B	$7.77 Million 1.0% of portfolio	65,320	Q1 2025 Reduced 3.42%
VNQ Vanguard Specialized Funds Van ETFs	$0	$7.15 Million 0.92% of portfolio	78,984	Q1 2025 Reduced 4.11%
SHV Ishares Tr ETFs	$0	$5.78 Million 0.75% of portfolio	52,335	Q1 2025 Reduced 5.22%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.92 Million 0.64% of portfolio	8,797	Q1 2025 Added 2.71%
VB Vanguard Small Cap ETF ETFs	$0	$4.92 Million 0.64% of portfolio	22,209	Q1 2025 Added 15.62%
VTI Vanguard Total Stock Market Et ETFs	$0	$4.4 Million 0.57% of portfolio	16,000	Q1 2024 Reduced 10.11%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$3.94 Million 0.51% of portfolio	75,209	Q1 2025 Added 3.97%
VUG Vanguard Growth ETF ETFs	$0	$3.88 Million 0.5% of portfolio	10,476	Q4 2023 Reduced 10.61%
KO Coca Cola CO Consumer Defensive	$311B	$3.8 Million 0.49% of portfolio	53,116	Q1 2025 Reduced 0.21%
VTV Vanguard Value ETF ETFs	$0	$3.19 Million 0.41% of portfolio	18,453	Q1 2025 Reduced 20.99%
AMZN Amazon Com Inc Consumer Cyclical	$2.09T	$2.94 Million 0.38% of portfolio	15,445	Q1 2025 Reduced 21.8%
KLAC Kla Corp Technology	$112B	$2.86 Million 0.37% of portfolio	4,207	Q1 2025 Reduced 12.17%
V Visa Inc. Financial Services	$597B	$2.55 Million 0.33% of portfolio	7,287	Q1 2025 Added 13.95%
NVDA Nvidia Corp Technology	$337B	$2.44 Million 0.31% of portfolio	22,489	Q1 2025 Added 12.06%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$2.42 Million 0.31% of portfolio	29,091	Q1 2025 Added 0.69%

Summary

Portfolio
No. of Stocks 264
Current Value $775 Million
Prior Value $822 Million
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 10 stocks
Additional Purchases 24 stocks
Sold out of 8 stocks
Reduced holdings in 57 stocks

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