United Bank has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $195 Million distributed in 95 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 $11.5M, Flexshares Tr Morningstar Glob with a value of $9.08M, Apple Inc. with a value of $7.6M, Nvidia Corp with a value of $7.41M, and Microsoft Corp with a value of $7.4M.
Examining the 13F form we can see an increase of $15.1M in the current position value, from $180M to 195M.
Below you can find more details about United Bank portfolio as well as his latest detailed transactions.
Portfolio value
$195 Million
ETFs: $69.9 Million
Technology: $33.6 Million
Financial Services: $19.7 Million
Consumer Cyclical: $15.3 Million
Healthcare: $13.4 Million
Communication Services: $12.2 Million
Consumer Defensive: $11.9 Million
Industrials: $8.3 Million
Other: $10.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions