United Bank Portfolio Holdings

United Bank

  • $239 Million
  • Q1 2025

United Bank has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Million distributed in 113 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 $9.07M, Flexshares Stoxx Global Broad with a value of $8.79M, Microsoft Corp with a value of $7.98M, and Nvidia Corp with a value of $7.79M.

Examining the 13F form we can see an increase of $4.7M in the current position value, from $234M to 239M.

Below you can find more details about United Bank portfolio as well as his latest detailed transactions.

Portfolio value $239 Million
ETFs: $77.4 Million
Technology: $42.4 Million
Financial Services: $26.5 Million
Consumer Cyclical: $19.4 Million
Consumer Defensive: $17.4 Million
Communication Services: $15 Million
Healthcare: $14.1 Million
Industrials: $12.6 Million
Other: $13.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$1.33 Million 0.56% of portfolio
21,871
Q1 2025 Added 8.05%
$253B
$1.31 Million 0.55% of portfolio
5,264
Q1 2025 Reduced 35.58%
$141B
$1.31 Million 0.55% of portfolio
51,672
Q1 2025 Added 13.99%
$173B
$1.28 Million 0.54% of portfolio
3,345
Q1 2025 Reduced 5.37%
$121B
$1.27 Million 0.53% of portfolio
6,306
Q1 2025 Reduced 13.18%
$108B
$1.25 Million 0.52% of portfolio
5,755
Q1 2025 Added 10.19%
$38.4B
$1.25 Million 0.52% of portfolio
6,727
Q1 2025 Added 3.7%
$38.8B
$1.23 Million 0.51% of portfolio
16,420
Q1 2025 Added 30.28%
$20.3B
$1.22 Million 0.51% of portfolio
10,743
Q1 2025 Added 13.97%
$173B
$1.17 Million 0.49% of portfolio
14,983
Q1 2025 Added 18.86%
$250B
$1.12 Million 0.47% of portfolio
10,863
Q1 2025 Added 63.35%
$153B
$1.12 Million 0.47% of portfolio
2,389
Q1 2025 Reduced 43.59%
$152B
$1.07 Million 0.45% of portfolio
15,152
Q1 2025 Added 16.24%
$0
$1.06 Million 0.45% of portfolio
8,121
Q1 2025 Reduced 52.09%
$24.4B
$1.06 Million 0.44% of portfolio
6,629
Q1 2025 Added 12.18%
$195B
$1.04 Million 0.44% of portfolio
36,826
Q1 2025 Reduced 15.36%
$60.3B
$1.02 Million 0.43% of portfolio
4,192
Q1 2025 Added 21.51%
$95B
$973,000 0.41% of portfolio
15,331
Q1 2025 Reduced 0.53%
$51.7B
$951,000 0.4% of portfolio
4,156
Q1 2025 Added 9.43%
$148B
$846,000 0.35% of portfolio
3,115
Q1 2025 Added 23.27%
$109B
$818,000 0.34% of portfolio
2,841
Q4 2024 Added 16.39%
$219B
$804,000 0.34% of portfolio
6,071
Q1 2025 New
$87.9B
$810,000 0.34% of portfolio
12,414
Q1 2025 Added 28.31%
$63.9B
$763,000 0.32% of portfolio
12,035
Q1 2025 New
$181B
$758,000 0.32% of portfolio
2,430
Q1 2025 New
$0
$766,000 0.32% of portfolio
5,649
Q1 2025 Reduced 4.64%
$93B
$751,000 0.31% of portfolio
6,164
Q1 2025 Added 5.17%
$107B
$719,000 0.3% of portfolio
11,994
Q1 2025 Added 168.5%
$0
$657,000 0.28% of portfolio
1,403
Q2 2024 Added 0.21%
$220B
$645,000 0.27% of portfolio
1,958
Q1 2025 Added 0.82%
$260B
$627,000 0.26% of portfolio
7,143
Q1 2025 Added 0.85%
$0
$606,000 0.25% of portfolio
1,079
Q1 2025 Added 0.09%
$0
$571,000 0.24% of portfolio
10,740
Q1 2025 Reduced 5.4%
$575B
$446,000 0.19% of portfolio
1,274
Q1 2025 Reduced 11.34%
$23.3B
$436,000 0.18% of portfolio
4,459
Q3 2024 Reduced 13.08%
$79.5B
$409,000 0.17% of portfolio
2,331
Q1 2025 Reduced 0.51%
$113B
$391,000 0.16% of portfolio
2,339
Q1 2025 Added 76.53%
$0
$370,000 0.15% of portfolio
8,539
Q1 2025 Reduced 2.5%
$0
$338,000 0.14% of portfolio
3,510
Q1 2025 Reduced 7.56%
$1.05T
$342,000 0.14% of portfolio
1,322
Q4 2024 Added 20.51%
$180B
$319,000 0.13% of portfolio
7,037
Q1 2025 Added 6.33%
$0
$305,000 0.13% of portfolio
546
Q1 2025 Added 3.41%
$331B
$293,000 0.12% of portfolio
1,399
Q4 2024 Added 27.3%
$0
$275,000 0.12% of portfolio
2,789
Q1 2025 Reduced 14.66%
$44.3B
$293,000 0.12% of portfolio
700
Q1 2024 New
$64.9B
$269,000 0.11% of portfolio
2,424
Q4 2024 Reduced 2.92%
$313B
$241,000 0.1% of portfolio
3,358
Q1 2025 Added 0.03%
$36.7B
$241,000 0.1% of portfolio
2,184
Q1 2025 New
$201B
$232,000 0.1% of portfolio
1,552
Q1 2025 Reduced 2.57%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $239 Million
  • Prior Value $234 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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