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 Market Cap. of $10 Billions to $200 Billions
