United Bank Portfolio Holdings
United Bank
- $215 Million
- Q3 2024
United Bank has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $215 Million distributed in 103 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 $12.7M, Apple Inc. with a value of $10.2M, Microsoft Corp with a value of $7.91M, Flexshares Stoxx Global Broad with a value of $7.62M, and Nvidia Corp with a value of $7.53M.
Examining the 13F form we can see an increase of $16.3M in the current position value, from $199M to 215M.
Below you can find more details about United Bank portfolio as well as his latest detailed transactions.
Portfolio value
$215 Million
ETFs: $72 Million
Technology: $40.5 Million
Financial Services: $22.3 Million
Consumer Cyclical: $16.8 Million
Consumer Defensive: $15.9 Million
Communication Services: $13.7 Million
Healthcare: $13 Million
Industrials: $8.72 Million
Other: $12.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|