United Bank Portfolio Holdings

United Bank

  • $259 Million
  • Q2 2025

United Bank has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $10.5M, Microsoft Corp with a value of $10.1M, Flexshares Tr High Yield Value with a value of $9.55M, Apple Inc. with a value of $9.38M, and Technology Sector Spdr with a value of $9.26M.

Examining the 13F form we can see an increase of $19.8M in the current position value, from $239M to 259M.

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

Portfolio value $259 Million
ETFs: $75.9 Million
Technology: $52 Million
Financial Services: $29.4 Million
Consumer Cyclical: $20.9 Million
Communication Services: $18.7 Million
Consumer Defensive: $17.9 Million
Industrials: $15.4 Million
Healthcare: $14.5 Million
Other: $13.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$10.5 Million 4.08% of portfolio
66,696
Q2 2025 Reduced 7.17%
$3.95T
$10.1 Million 3.92% of portfolio
20,390
Q2 2025 Reduced 4.13%
$3.69T
$9.38 Million 3.63% of portfolio
45,732
Q2 2025 Added 12.0%
$1.21T
$8.49 Million 3.29% of portfolio
48,204
Q2 2025 Added 6.92%
$2.26T
$8.14 Million 3.15% of portfolio
37,116
Q2 2025 Added 5.28%
$859B
$8.12 Million 3.14% of portfolio
28,014
Q2 2025 Added 5.23%
$306B
$6.45 Million 2.5% of portfolio
91,201
Q2 2025 Added 9.49%
$439B
$5.79 Million 2.24% of portfolio
5,846
Q2 2025 Added 4.19%
$102B
$5.14 Million 1.99% of portfolio
55,974
Q2 2025 Reduced 0.03%
$1.78T
$5.06 Million 1.96% of portfolio
6,860
Q2 2025 Added 13.61%
$548B
$3.98 Million 1.54% of portfolio
7,074
Q2 2025 Reduced 1.24%
$229B
$3.94 Million 1.53% of portfolio
29,004
Q2 2025 Added 7.41%
$684B
$3.29 Million 1.27% of portfolio
15,038
Q2 2025 Added 6.84%
$58.4B
$2.99 Million 1.16% of portfolio
69,548
Q2 2025 Reduced 22.85%
$52.5B
$2.94 Million 1.14% of portfolio
14,355
Q2 2025 Reduced 5.52%
$232B
$2.78 Million 1.08% of portfolio
10,198
Q2 2025 Added 5.16%
$152B
$2.69 Million 1.04% of portfolio
12,124
Q2 2025 Added 1.3%
$621B
$2.62 Million 1.01% of portfolio
5,401
Q2 2025 Added 2.41%
$368B
$2.47 Million 0.96% of portfolio
15,512
Q2 2025 Reduced 4.45%
$1.19B
$2.39 Million 0.92% of portfolio
42,504
Q2 2025 Reduced 9.61%
$222B
$2.37 Million 0.92% of portfolio
8,102
Q2 2025 Added 6.01%
$442B
$2.35 Million 0.91% of portfolio
21,821
Q2 2025 Added 2.83%
$86.2B
$2.3 Million 0.89% of portfolio
7,899
Q2 2025 Reduced 0.14%
$608B
$2.23 Million 0.86% of portfolio
2,863
Q1 2025 Reduced 0.52%
$146B
$2.15 Million 0.83% of portfolio
9,243
Q2 2025 Reduced 4.74%
$123B
$2.02 Million 0.78% of portfolio
13,528
Q2 2025 Added 14.65%
$155B
$2.01 Million 0.78% of portfolio
16,298
Q2 2025 Added 7.63%
$293B
$2.03 Million 0.78% of portfolio
29,231
Q2 2025 Reduced 2.62%
$102B
$1.99 Million 0.77% of portfolio
10,841
Q2 2025 Reduced 15.58%
$207B
$1.91 Million 0.74% of portfolio
15,384
Q2 2025 Reduced 3.58%
$282B
$1.88 Million 0.73% of portfolio
13,255
Q2 2025 Added 22.02%
$452B
$1.88 Million 0.73% of portfolio
12,310
Q2 2025 Added 32.67%
$84.1B
$1.77 Million 0.68% of portfolio
26,263
Q2 2025 Added 13.24%
$218B
$1.59 Million 0.61% of portfolio
4,083
Q2 2025 Added 108.53%
$302B
$1.59 Million 0.61% of portfolio
11,079
Q2 2025 Added 7.74%
$405B
$1.58 Million 0.61% of portfolio
4,317
Q2 2025 Reduced 14.06%
$172B
$1.56 Million 0.6% of portfolio
1,519
Q2 2025 Added 15.51%
$141B
$1.51 Million 0.58% of portfolio
42,216
Q2 2025 Added 11.31%
$119B
$1.51 Million 0.58% of portfolio
6,323
Q2 2025 Added 0.27%
$229B
$1.49 Million 0.58% of portfolio
10,202
Q2 2025 Added 68.04%
$179B
$1.46 Million 0.57% of portfolio
16,053
Q2 2025 Added 7.14%
$210B
$1.46 Million 0.56% of portfolio
4,956
Q2 2025 Reduced 5.85%
$157B
$1.46 Million 0.56% of portfolio
3,773
Q2 2025 Added 12.8%
$95.3B
$1.43 Million 0.55% of portfolio
6,488
Q2 2025 Added 12.74%
$138B
$1.41 Million 0.54% of portfolio
58,087
Q2 2025 Added 12.41%
$101B
$1.38 Million 0.53% of portfolio
6,327
Q2 2025 Reduced 9.52%
$145B
$1.38 Million 0.53% of portfolio
3,863
Q2 2025 Added 24.01%
$38.4B
$1.3 Million 0.5% of portfolio
7,032
Q2 2025 Added 4.53%
$36B
$1.29 Million 0.5% of portfolio
18,816
Q2 2025 Added 14.59%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $259 Million
  • Prior Value $239 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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