United Bank Portfolio Holdings

United Bank

  • $234 Million
  • Q4 2024

United Bank has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 Million distributed in 108 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 $11.1M, Nvidia Corp with a value of $8.7M, Microsoft Corp with a value of $8.41M, and Alphabet Inc. with a value of $8.36M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $215M to 234M.

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

Portfolio value $234 Million
ETFs: $74.7 Million
Technology: $46.7 Million
Financial Services: $24.4 Million
Consumer Cyclical: $19.6 Million
Communication Services: $16.5 Million
Consumer Defensive: $16.2 Million
Healthcare: $12.3 Million
Industrials: $11.3 Million
Other: $12.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$11.1 Million 4.73% of portfolio
44,260
Q4 2024 Added 1.36%
$311B
$8.7 Million 3.72% of portfolio
64,819
Q4 2024 Added 4.59%
$2.96T
$8.41 Million 3.59% of portfolio
19,963
Q4 2024 Added 8.62%
$1.02T
$8.36 Million 3.57% of portfolio
44,174
Q4 2024 Added 9.95%
$2.16T
$7.04 Million 3.01% of portfolio
32,093
Q4 2024 Added 16.85%
$776B
$6.57 Million 2.81% of portfolio
27,405
Q4 2024 Added 8.09%
$464B
$5.9 Million 2.52% of portfolio
6,441
Q4 2024 Added 8.03%
$308B
$5.26 Million 2.25% of portfolio
84,477
Q4 2024 Added 4.44%
$1.5T
$3.65 Million 1.56% of portfolio
6,186
Q4 2024 Added 11.08%
$550B
$3.53 Million 1.51% of portfolio
6,712
Q4 2024 Added 8.35%
$242B
$3.26 Million 1.39% of portfolio
28,813
Q4 2024 Added 5.6%
$298B
$2.76 Million 1.18% of portfolio
8,268
Q4 2024 Added 13.21%
$412B
$2.41 Million 1.03% of portfolio
14,351
Q4 2024 Added 7.36%
$669B
$2.31 Million 0.99% of portfolio
5,092
Q4 2024 Added 9.22%
$875B
$2.22 Million 0.95% of portfolio
2,878
Q4 2024 Reduced 20.83%
$448B
$2.21 Million 0.94% of portfolio
13,235
Q4 2024 Added 15.79%
$227B
$2.05 Million 0.87% of portfolio
7,064
Q4 2024 Added 9.59%
$226B
$1.8 Million 0.77% of portfolio
8,172
Q4 2024 Added 45.2%
$263B
$1.77 Million 0.76% of portfolio
29,908
Q4 2024 Added 5.61%
$406B
$1.7 Million 0.73% of portfolio
4,370
Q4 2024 Reduced 1.97%
$207B
$1.59 Million 0.68% of portfolio
14,256
Q4 2024 Added 17.38%
$204B
$1.57 Million 0.67% of portfolio
3,535
Q4 2024 Added 36.17%
$310B
$1.4 Million 0.6% of portfolio
9,652
Q4 2024 Added 19.23%
$268B
$639,000 0.27% of portfolio
7,083
Q3 2024 Reduced 1.42%
$431B
$636,000 0.27% of portfolio
4,403
Q4 2024 Added 16.24%
$925B
$533,000 0.23% of portfolio
1,322
Q4 2024 Added 20.51%
$593B
$454,000 0.19% of portfolio
1,437
Q4 2024 Reduced 1.78%
$370B
$248,000 0.11% of portfolio
1,399
Q4 2024 Added 27.3%
$297B
$235,000 0.1% of portfolio
3,357
Q4 2024 New
$211B
$242,000 0.1% of portfolio
1,593
Q4 2024 Reduced 5.96%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $234 Million
  • Prior Value $215 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track United Bank Portfolio

Follow United Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Bank, based on Form 13F filings with the SEC.

News

Stay updated on United Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email