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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.5B
$123 Million 14.34% of portfolio
286,822
Q2 2024 Reduced 4.38%
$3.7T
$38.9 Million 4.54% of portfolio
167,042
Q3 2024 Added 0.4%
$3.2T
$37.6 Million 4.39% of portfolio
87,465
Q3 2024 Reduced 0.58%
$5.19B
$27.6 Million 3.23% of portfolio
744,669
Q3 2024 Reduced 2.1%
$31.7B
$26 Million 3.03% of portfolio
218,463
Q3 2024 Reduced 1.07%
$761B
$21.4 Million 2.5% of portfolio
101,617
Q3 2024 Reduced 1.22%
$42.2B
$17.9 Million 2.09% of portfolio
397,377
Q3 2024 Added 0.07%
$382B
$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%
$146B
$17.2 Million 2.0% of portfolio
53,276
Q3 2024 Reduced 0.26%
$207B
$17 Million 1.98% of portfolio
55,705
Q3 2024 Added 0.93%
$27.4B
$16.6 Million 1.93% of portfolio
86,387
Q3 2024 Reduced 0.01%
$86.9B
$16.1 Million 1.88% of portfolio
77,413
Q3 2024 Added 0.24%
$247B
$16 Million 1.86% of portfolio
299,791
Q3 2024 Added 2.22%
$199B
$15.7 Million 1.83% of portfolio
137,860
Q3 2024 Added 0.72%
$70.5B
$15.5 Million 1.81% of portfolio
52,200
Q3 2024 Added 0.35%
$73.2B
$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%
$51.7B
$14.4 Million 1.68% of portfolio
44,578
Q3 2024 Added 0.83%
$152B
$14.2 Million 1.65% of portfolio
14,917
Q3 2024 Added 0.42%
$71.9B
$14 Million 1.63% of portfolio
305,357
Q3 2024 Added 1.36%
$80B
$13.5 Million 1.57% of portfolio
109,732
Q3 2024 Added 0.35%
$148B
$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%
$61.5B
$12.1 Million 1.41% of portfolio
77,344
Q3 2024 Added 2.59%
$94.6B
$11.5 Million 1.34% of portfolio
84,233
Q3 2024 Added 4.18%
$468B
$8.22 Million 0.96% of portfolio
70,089
Q3 2024 Reduced 1.7%
$107B
$4.53 Million 0.53% of portfolio
5,851
Q3 2024 Reduced 0.17%
$271B
$3.89 Million 0.45% of portfolio
54,165
Q3 2024 Reduced 1.63%
$2.3T
$3.81 Million 0.44% of portfolio
20,444
Q3 2024 Reduced 0.76%
$343B
$2.45 Million 0.29% of portfolio
20,143
Q3 2024 Reduced 1.59%
$1.17T
$2.41 Million 0.28% of portfolio
14,554
Q3 2024 Reduced 2.37%
$1.35T
$2.05 Million 0.24% of portfolio
7,819
Q2 2024 New
$419B
$1.9 Million 0.22% of portfolio
4,678
Q3 2024 Added 5.05%
$1.38T
$1.93 Million 0.22% of portfolio
3,363
Q3 2024 Reduced 1.61%
$523B
$1.76 Million 0.21% of portfolio
6,395
Q3 2024 Reduced 0.08%
$690B
$1.78 Million 0.21% of portfolio
2,007
Q3 2024 Reduced 2.34%
$303B
$1.72 Million 0.2% of portfolio
8,712
Q3 2024 Reduced 3.69%
$1.2T
$1.62 Million 0.19% of portfolio
9,720
Q3 2024 Reduced 0.59%
$163B
$1.53 Million 0.18% of portfolio
33,963
Q3 2024 Reduced 1.4%
$434B
$1.33 Million 0.16% of portfolio
7,835
Q2 2024 Reduced 1.26%
$50B
$1.28 Million 0.15% of portfolio
12,509
Q3 2024 Reduced 17.47%
$150B
$1.32 Million 0.15% of portfolio
6,394
Q3 2024 Reduced 3.11%
$91.3B
$1.19 Million 0.14% of portfolio
13,250
Q3 2024 Reduced 3.28%
$63.2B
$1.15 Million 0.13% of portfolio
27,000
Q3 2024 Added 2.36%
$159B
$1.15 Million 0.13% of portfolio
52,233
Q3 2024 Reduced 14.67%
$84.1B
$1.11 Million 0.13% of portfolio
9,637
Q3 2024 Added 2.03%
$120B
$998,000 0.12% of portfolio
19,298
Q2 2024 Reduced 0.16%
$250B
$956,000 0.11% of portfolio
11,844
Q2 2024 Reduced 7.17%

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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