United Bank Portfolio Holdings

United Bank

  • $239 Million
  • Q1 2025

United Bank has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Flexshares Tr High Yield Value with a value of $13M, Apple Inc. with a value of $9.07M, Flexshares Stoxx Global Broad with a value of $8.79M, Microsoft Corp with a value of $7.98M, and Nvidia Corp with a value of $7.79M.

Examining the 13F form we can see an increase of $4.7M in the current position value, from $234M to 239M.

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

Portfolio value $239 Million
ETFs: $77.4 Million
Technology: $42.4 Million
Financial Services: $26.5 Million
Consumer Cyclical: $19.4 Million
Consumer Defensive: $17.4 Million
Communication Services: $15 Million
Healthcare: $14.1 Million
Industrials: $12.6 Million
Other: $13.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.41T
$9.07 Million 3.8% of portfolio
40,831
Q1 2025 Reduced 7.75%
$3.8T
$7.98 Million 3.34% of portfolio
21,268
Q1 2025 Added 6.54%
$427B
$7.79 Million 3.26% of portfolio
71,846
Q1 2025 Added 10.84%
$1.14T
$6.97 Million 2.92% of portfolio
45,084
Q1 2025 Added 2.06%
$2.34T
$6.71 Million 2.81% of portfolio
35,254
Q1 2025 Added 9.85%
$853B
$6.53 Million 2.73% of portfolio
26,622
Q1 2025 Reduced 2.86%
$303B
$5.97 Million 2.5% of portfolio
83,298
Q1 2025 Reduced 1.4%
$419B
$5.31 Million 2.22% of portfolio
5,611
Q1 2025 Reduced 12.89%
$103B
$5.15 Million 2.16% of portfolio
55,991
Q1 2025 Added 0.6%
$529B
$3.93 Million 1.64% of portfolio
7,163
Q1 2025 Added 6.72%
$59.3B
$3.71 Million 1.55% of portfolio
90,148
Q1 2025 Added 18.96%
$218B
$3.58 Million 1.5% of portfolio
27,003
Q1 2025 Reduced 6.28%
$1.58T
$3.48 Million 1.46% of portfolio
6,038
Q1 2025 Reduced 2.39%
$631B
$2.81 Million 1.18% of portfolio
5,274
Q1 2025 Added 3.57%
$137B
$2.79 Million 1.17% of portfolio
11,969
Q1 2025 Added 7.7%
$367B
$2.77 Million 1.16% of portfolio
16,235
Q1 2025 Added 13.13%
$262B
$2.6 Million 1.09% of portfolio
9,698
Q1 2025 Added 17.3%
$64.2B
$2.57 Million 1.08% of portfolio
10,851
Q1 2025 Added 8.09%
$450B
$2.52 Million 1.06% of portfolio
21,221
Q1 2025 Added 6.7%
$218B
$2.39 Million 1.0% of portfolio
7,643
Q1 2025 Added 8.2%
$724B
$2.36 Million 0.99% of portfolio
2,863
Q1 2025 Reduced 0.52%
$1.45B
$2.36 Million 0.99% of portfolio
47,021
Q1 2025 Added 5.15%
$101B
$2.22 Million 0.93% of portfolio
12,842
Q1 2025 Added 1.55%
$81.6B
$2.16 Million 0.9% of portfolio
7,910
Q1 2025 Added 13.13%
$158B
$2.05 Million 0.86% of portfolio
9,703
Q1 2025 Added 7.76%
$657B
$1.97 Million 0.82% of portfolio
14,075
Q1 2025 Added 6.35%
$281B
$1.85 Million 0.78% of portfolio
30,018
Q1 2025 Added 0.37%
$145B
$1.84 Million 0.77% of portfolio
15,143
Q1 2025 Added 6.19%
$373B
$1.84 Million 0.77% of portfolio
5,023
Q1 2025 Added 14.94%
$293B
$1.72 Million 0.72% of portfolio
10,283
Q1 2025 Added 6.54%
$104B
$1.71 Million 0.71% of portfolio
6,993
Q1 2025 Added 3.13%
$118B
$1.65 Million 0.69% of portfolio
11,799
Q1 2025 Added 8.15%
$95.1B
$1.57 Million 0.66% of portfolio
23,193
Q1 2025 Reduced 9.85%
$220B
$1.57 Million 0.66% of portfolio
15,955
Q1 2025 Added 11.92%
$430B
$1.54 Million 0.64% of portfolio
9,279
Q1 2025 Added 110.74%
$154B
$1.4 Million 0.59% of portfolio
37,926
Q1 2025 Reduced 11.41%
$99.3B
$1.33 Million 0.56% of portfolio
21,871
Q1 2025 Added 8.05%
$255B
$1.31 Million 0.55% of portfolio
5,264
Q1 2025 Reduced 35.58%
$136B
$1.31 Million 0.55% of portfolio
51,672
Q1 2025 Added 13.99%
$171B
$1.28 Million 0.54% of portfolio
3,345
Q1 2025 Reduced 5.37%
$124B
$1.27 Million 0.53% of portfolio
6,306
Q1 2025 Reduced 13.18%
$105B
$1.25 Million 0.52% of portfolio
5,755
Q1 2025 Added 10.19%
$38.4B
$1.25 Million 0.52% of portfolio
6,727
Q1 2025 Added 3.7%
$38B
$1.23 Million 0.51% of portfolio
16,420
Q1 2025 Added 30.28%
$19.4B
$1.22 Million 0.51% of portfolio
10,743
Q1 2025 Added 13.97%
$175B
$1.17 Million 0.49% of portfolio
14,983
Q1 2025 Added 18.86%
$253B
$1.12 Million 0.47% of portfolio
10,863
Q1 2025 Added 63.35%
$150B
$1.12 Million 0.47% of portfolio
2,389
Q1 2025 Reduced 43.59%
$150B
$1.07 Million 0.45% of portfolio
15,152
Q1 2025 Added 16.24%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $239 Million
  • Prior Value $234 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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