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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $215 Million
  • Prior Value $199 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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