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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129M
$42,000 0.02% of portfolio
17,518
Q4 2024 New

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
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