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 Market Cap. of $10 Billions to $200 Billions