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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.4 Million 5.35% of portfolio
752,241
Q1 2025 Added 6.82%
$0
$41.4 Million 5.34% of portfolio
395,480
Q1 2025 Added 1.88%
$0
$31 Million 4.0% of portfolio
312,923
Q1 2025 Added 3.03%
$0
$11 Million 1.42% of portfolio
118,802
Q1 2025 Added 3.14%
$0
$7.98 Million 1.03% of portfolio
30,874
Q1 2025 Added 23.25%
$0
$7.15 Million 0.92% of portfolio
78,984
Q1 2025 Reduced 4.11%
$0
$5.78 Million 0.75% of portfolio
52,335
Q1 2025 Reduced 5.22%
$0
$4.92 Million 0.64% of portfolio
8,797
Q1 2025 Added 2.71%
$0
$4.92 Million 0.64% of portfolio
22,209
Q1 2025 Added 15.62%
$0
$4.4 Million 0.57% of portfolio
16,000
Q1 2024 Reduced 10.11%
$0
$3.94 Million 0.51% of portfolio
75,209
Q1 2025 Added 3.97%
$0
$3.88 Million 0.5% of portfolio
10,476
Q4 2023 Reduced 10.61%
$0
$3.19 Million 0.41% of portfolio
18,453
Q1 2025 Reduced 20.99%
$0
$2.42 Million 0.31% of portfolio
29,091
Q1 2025 Added 0.69%
$0
$1.7 Million 0.22% of portfolio
22,249
Q3 2022 Reduced 4.99%
$0
$1.61 Million 0.21% of portfolio
15,259
Q1 2025 Reduced 35.3%
$0
$1.33 Million 0.17% of portfolio
22,786
Q1 2025 Reduced 0.21%
$0
$1.27 Million 0.16% of portfolio
20,495
Q3 2022 Reduced 23.48%
$0
$1.21 Million 0.16% of portfolio
3,349
Q1 2025 Added 22.27%
$0
$1.09 Million 0.14% of portfolio
5,260
Q4 2024 Reduced 1.0%
$0
$1.06 Million 0.14% of portfolio
4,205
Q1 2025 Reduced 0.59%
$0
$816,000 0.11% of portfolio
1,944
Q4 2017 New
$0
$863,000 0.11% of portfolio
11,034
Q3 2022 Reduced 0.35%
$0
$603,000 0.08% of portfolio
2,347
Q2 2024 Reduced 14.87%
$0
$546,000 0.07% of portfolio
1,025
Q3 2024 Reduced 46.75%
$0
$559,000 0.07% of portfolio
996
Q2 2024 Reduced 2.92%
$0
$575,000 0.07% of portfolio
7,611
Q1 2025 Added 85.18%
$0
$561,000 0.07% of portfolio
6,000
Q1 2025 New
$0
$378,000 0.05% of portfolio
12,313
Q1 2025 Reduced 1.99%
$0
$300,000 0.04% of portfolio
3,537
Q4 2024 Reduced 68.77%
$0
$322,000 0.04% of portfolio
2,399
Q4 2024 Reduced 4.0%
$0
$244,000 0.03% of portfolio
1,908
Q2 2024 Reduced 13.59%

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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