United Bank Portfolio Holdings by Sector
United Bank
- $259 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
HYGV XLK NFRA GUNR IVW SCHD IJH VNQ 23 stocks |
$75,934
29.37% of portfolio
|
9
|
9
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW ADBE 4 stocks |
$17,825
6.89% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD ADI MCHP MU INTC 6 stocks |
$14,657
5.67% of portfolio
|
4
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$13,557
5.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9,382
3.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C WFC 3 stocks |
$9,355
3.62% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8,142
3.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE DUK ED 4 stocks |
$7,165
2.77% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ PFE BMY ABBV 5 stocks |
$6,942
2.68% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$6,656
2.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$6,489
2.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA PYPL V 3 stocks |
$5,720
2.21% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW INTU 3 stocks |
$5,075
1.96% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT ZBH SENS 3 stocks |
$5,040
1.95% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD 2 stocks |
$4,753
1.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$4,271
1.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX ACHR 3 stocks |
$4,219
1.63% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3,938
1.52% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC PNC RF 3 stocks |
$3,665
1.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN CDW AUR 4 stocks |
$3,077
1.19% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX KKR PMM OXSQ 4 stocks |
$2,916
1.13% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA T VZ 3 stocks |
$2,901
1.12% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$2,697
1.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2,696
1.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,623
1.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$2,471
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$2,224
0.86% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$2,152
0.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2,028
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$2,012
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$1,988
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$1,771
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$1,464
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$1,433
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$1,383
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$1,379
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$1,301
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD 1 stocks |
$1,290
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$1,243
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,212
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$886
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$532
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$469
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$435
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$375
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$355
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$255
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$216
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|