United Bank Portfolio Holdings

United Bank

  • $857 Million
  • Q3 2024

United Bank has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $857 Million distributed in 262 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hubbell Inc with a value of $123M, Ishares Core S&P Sm Cap ETF with a value of $44.1M, Ishares Inc Msci Emerging Mkts with a value of $42.3M, Apple Inc. with a value of $38.9M, and Microsoft Corp with a value of $37.6M.

Examining the 13F form we can see an increase of $51M in the current position value, from $806M to 857M.

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 $857 Million
Industrials: $203 Million
ETFs: $194 Million
Technology: $135 Million
Financial Services: $84.4 Million
Healthcare: $79.6 Million
Energy: $39.2 Million
Consumer Defensive: $37.4 Million
Consumer Cyclical: $27.2 Million
Other: $57 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.9B
$123 Million 14.34% of portfolio
286,822
Q2 2024 Reduced 4.38%
$0
$44.1 Million 5.15% of portfolio
377,456
Q3 2024 Added 3.85%
$0
$42.3 Million 4.94% of portfolio
692,196
Q3 2024 Added 4.03%
$3.68T
$38.9 Million 4.54% of portfolio
167,042
Q3 2024 Added 0.4%
$3.1T
$37.6 Million 4.39% of portfolio
87,465
Q3 2024 Reduced 0.58%
$5.57B
$27.6 Million 3.23% of portfolio
744,669
Q3 2024 Reduced 2.1%
$0
$27 Million 3.15% of portfolio
266,824
Q3 2024 New
$33.8B
$26 Million 3.03% of portfolio
218,463
Q3 2024 Reduced 1.07%
$706B
$21.4 Million 2.5% of portfolio
101,617
Q3 2024 Reduced 1.22%
$40B
$17.9 Million 2.09% of portfolio
397,377
Q3 2024 Added 0.07%
$405B
$17.5 Million 2.05% of portfolio
101,239
Q3 2024 Reduced 0.13%
$316B
$17.5 Million 2.04% of portfolio
118,719
Q3 2024 Reduced 0.19%
$154B
$17.2 Million 2.0% of portfolio
53,276
Q3 2024 Reduced 0.26%
$214B
$17 Million 1.98% of portfolio
55,705
Q3 2024 Added 0.93%
$27.8B
$16.6 Million 1.93% of portfolio
86,387
Q3 2024 Reduced 0.01%
$89.8B
$16.1 Million 1.88% of portfolio
77,413
Q3 2024 Added 0.24%
$203B
$15.7 Million 1.83% of portfolio
137,860
Q3 2024 Added 0.72%
$72.7B
$15.5 Million 1.81% of portfolio
52,200
Q3 2024 Added 0.35%
$400B
$15.3 Million 1.79% of portfolio
94,415
Q3 2024 Reduced 0.24%
$76.9B
$15.1 Million 1.77% of portfolio
50,123
Q3 2024 Reduced 0.03%
$177B
$14.6 Million 1.71% of portfolio
75,080
Q3 2024 Added 1.35%
$50.9B
$14.4 Million 1.68% of portfolio
44,578
Q3 2024 Added 0.83%
$154B
$14.2 Million 1.65% of portfolio
14,917
Q3 2024 Added 0.42%
$75.4B
$14 Million 1.63% of portfolio
305,357
Q3 2024 Added 1.36%
$79.8B
$13.5 Million 1.57% of portfolio
109,732
Q3 2024 Added 0.35%
$140B
$13.5 Million 1.57% of portfolio
465,119
Q3 2024 Added 3.09%
$15.6B
$12.3 Million 1.44% of portfolio
89,721
Q3 2024 Added 0.63%
$56B
$12.1 Million 1.41% of portfolio
77,344
Q3 2024 Added 2.59%
$96.4B
$11.5 Million 1.34% of portfolio
84,233
Q3 2024 Added 4.18%
$0
$9.69 Million 1.13% of portfolio
101,183
Q3 2024 Reduced 3.38%
$501B
$8.22 Million 0.96% of portfolio
70,089
Q3 2024 Reduced 1.7%
$0
$8.02 Million 0.94% of portfolio
82,290
Q3 2024 Added 0.38%
$0
$6.81 Million 0.8% of portfolio
25,831
Q3 2024 Added 1.58%
$0
$6.07 Million 0.71% of portfolio
54,894
Q3 2024 Reduced 3.52%
$0
$4.71 Million 0.55% of portfolio
8,212
Q3 2024 Added 2.33%
$87.4B
$4.53 Million 0.53% of portfolio
5,851
Q3 2024 Reduced 0.17%
$0
$4.58 Million 0.53% of portfolio
19,319
Q3 2024 Reduced 7.25%
$0
$4.53 Million 0.53% of portfolio
16,000
Q1 2024 Reduced 10.11%
$0
$4.21 Million 0.49% of portfolio
24,121
Q3 2024 Added 6.99%
$0
$4.02 Million 0.47% of portfolio
10,476
Q4 2023 Reduced 10.61%
$0
$4.03 Million 0.47% of portfolio
48,182
Q3 2024 Reduced 2.56%
$272B
$3.89 Million 0.45% of portfolio
54,165
Q3 2024 Reduced 1.63%
$2.07T
$3.81 Million 0.44% of portfolio
20,444
Q3 2024 Reduced 0.76%
$0
$3.55 Million 0.41% of portfolio
67,454
Q3 2024 Reduced 87.1%
$0
$2.76 Million 0.32% of portfolio
29,987
Q3 2024 Added 11.4%
$364B
$2.45 Million 0.29% of portfolio
20,143
Q3 2024 Reduced 1.59%
$1.06T
$2.41 Million 0.28% of portfolio
14,554
Q3 2024 Reduced 2.37%
$1.08T
$2.05 Million 0.24% of portfolio
7,819
Q2 2024 New
$409B
$1.9 Million 0.22% of portfolio
4,678
Q3 2024 Added 5.05%

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $857 Million
  • Prior Value $806 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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