United Bank Portfolio Holdings by Sector
United Bank
- $195 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
HYGV GUNR XLK NFRA SCHD IVW IJH VTV 22 stocks |
$69,917
35.82% of portfolio
|
  11  
|
  9  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW ORCL ADBE 4 stocks |
$11,583
5.93% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA ADI MCHP 3 stocks |
$9,156
4.69% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$8,707
4.46% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,598
3.89% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY PFE BMY BIIB JNJ ABBV 6 stocks |
$6,119
3.14% of portfolio
|
  5  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO NEE DUK 3 stocks |
$5,131
2.63% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5,074
2.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$4,917
2.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$4,504
2.31% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$4,106
2.1% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT ZBH SENS 3 stocks |
$4,025
2.06% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$3,456
1.77% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
CMG MCD 2 stocks |
$3,435
1.76% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$3,259
1.67% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TFC PNC 2 stocks |
$3,200
1.64% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3,126
1.6% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG EL 2 stocks |
$2,740
1.4% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$2,473
1.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA T 2 stocks |
$2,351
1.2% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX BLK PMM 3 stocks |
$2,288
1.17% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
NSC 1 stocks |
$2,095
1.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD BA 2 stocks |
$2,067
1.06% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,896
0.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$1,794
0.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$1,635
0.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$1,608
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CDW IBM 2 stocks |
$1,447
0.74% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,446
0.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$1,379
0.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,341
0.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1,285
0.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$1,264
0.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$1,217
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$1,142
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
ABC 1 stocks |
$948
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$918
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
DD 1 stocks |
$807
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$781
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$746
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$703
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
GPN 1 stocks |
$685
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$377
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$214
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Airlines | Industrials
DAL 1 stocks |
$213
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|