United Bank Portfolio Holdings by Sector
United Bank
- $775 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
EMXC IJR AGG IVW VO VNQ SHV VB 32 stocks |
$185,664
23.97% of portfolio
|
12
|
9
|
1
|
1
|
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$94,912
12.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN JNJ GILD ABBV LLY PFE BMY MRK 8 stocks |
$42,996
5.55% of portfolio
|
1
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DOV CMI ITW GE XYL 5 stocks |
$33,639
4.34% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$31,663
4.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW 3 stocks |
$30,808
3.98% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$26,489
3.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
UBSI TFC USB 3 stocks |
$26,304
3.4% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$25,264
3.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD LMT LHX RTX 4 stocks |
$21,369
2.76% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$16,190
2.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$16,174
2.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TXN NVDA AVGO 3 stocks |
$16,029
2.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT ZBH 2 stocks |
$15,853
2.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM 2 stocks |
$15,791
2.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$15,706
2.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$15,597
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$14,125
1.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$13,291
1.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$12,942
1.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$12,941
1.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$10,560
1.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$9,294
1.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$9,019
1.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$8,763
1.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$8,587
1.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEP SO DUK ED NEE D 6 stocks |
$5,349
0.69% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$5,291
0.68% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,397
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA 3 stocks |
$3,142
0.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$2,991
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,938
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$2,859
0.37% of portfolio
|
- |
2
|
- |
1
|
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2,527
0.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT COST 3 stocks |
$2,131
0.28% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2,078
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$1,733
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1,289
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS PJT 2 stocks |
$893
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL CINF 2 stocks |
$828
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP 1 stocks |
$794
0.1% of portfolio
|
- |
1
|
- |
1
|
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX 1 stocks |
$786
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$581
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$542
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$520
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$506
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$438
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$331
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$328
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TRVI CRDF LIFE VOR 4 stocks |
$303
0.04% of portfolio
|
1
|
2
|
1
|
2
|
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$303
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$263
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$256
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$235
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|