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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
HYGV Flexshares Tr High Yield Value ETFs	$0	$13 Million 5.44% of portfolio	321,784	Q1 2025 Added 0.95%
NFRA Flexshares Stoxx Global Broad ETFs	$0	$8.79 Million 3.68% of portfolio	152,494	Q1 2025 Added 4.11%
XLK Technology Sector Spdr ETFs	$0	$7.41 Million 3.1% of portfolio	35,885	Q1 2025 Added 8.98%
GUNR Flexshares Tr Morningstar Glob ETFs	$0	$6.21 Million 2.6% of portfolio	159,912	Q1 2025 Added 2.71%
VNQ Vanguard Specialized Funds Van ETFs	$0	$6.08 Million 2.55% of portfolio	67,149	Q1 2025 Added 7.35%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$5.21 Million 2.18% of portfolio	186,362	Q1 2025 Added 1.27%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$4.62 Million 1.94% of portfolio	49,816	Q1 2025 Added 8.01%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$4.29 Million 1.8% of portfolio	73,504	Q1 2025 Added 3.43%
VTV Vanguard Value ETF ETFs	$0	$3.64 Million 1.52% of portfolio	21,054	Q1 2025 Added 0.38%
XLE Energy Sector Spdr ETFs	$0	$3.57 Million 1.5% of portfolio	38,215	Q1 2025 Added 2.73%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.28 Million 1.37% of portfolio	31,381	Q1 2025 Added 4.79%
QLV Flexshares Us Quality Low Vola ETFs	$0	$3.07 Million 1.29% of portfolio	46,574	Q1 2025 Added 5.23%
XLV Select Sector Spdr Fund Health ETFs	$0	$2.5 Million 1.05% of portfolio	17,126	Q1 2025 Added 206.2%
XLI Industrial Sector Spdr ETFs	$0	$1.06 Million 0.45% of portfolio	8,121	Q1 2025 Reduced 52.09%
GLD Spdr Gold Trust ETFs	$108B	$818,000 0.34% of portfolio	2,841	Q4 2024 Added 16.39%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$766,000 0.32% of portfolio	5,649	Q1 2025 Reduced 4.64%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$657,000 0.28% of portfolio	1,403	Q2 2024 Added 0.21%
IVV Ishares Core S&P 500 ETF ETFs	$0	$606,000 0.25% of portfolio	1,079	Q1 2025 Added 0.09%
GNR Spdr S&P Global Natural Resour ETFs	$0	$571,000 0.24% of portfolio	10,740	Q1 2025 Reduced 5.4%
FDL First Tr Morningstar Dividend ETFs	$0	$370,000 0.15% of portfolio	8,539	Q1 2025 Reduced 2.5%
XLC Select Sector Spdr Tr Communic ETFs	$0	$338,000 0.14% of portfolio	3,510	Q1 2025 Reduced 7.56%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$305,000 0.13% of portfolio	546	Q1 2025 Added 3.41%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$275,000 0.12% of portfolio	2,789	Q1 2025 Reduced 14.66%

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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