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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.9B
$1.28 Million 0.6% of portfolio
14,526
Q3 2024 Reduced 7.67%
$200B
$1.24 Million 0.58% of portfolio
5,628
Q3 2024 Added 53.27%
$280B
$1.19 Million 0.55% of portfolio
8,095
Q3 2024 Added 8.42%
$204B
$1.17 Million 0.54% of portfolio
12,145
Q3 2024 Added 6.23%
$85.5B
$1.12 Million 0.52% of portfolio
4,832
Q3 2024 Reduced 1.97%
$155B
$1.06 Million 0.49% of portfolio
1,121
Q3 2024 Added 1.08%
$148B
$1.03 Million 0.48% of portfolio
35,599
Q3 2024 Added 3.72%
$38.4B
$1.04 Million 0.48% of portfolio
5,601
Q3 2024 Added 4.19%
$38.7B
$981,000 0.46% of portfolio
11,015
Q3 2024 Added 2.7%
$23.6B
$1 Million 0.46% of portfolio
4,421
Q3 2024 Reduced 11.95%
$22.5B
$953,000 0.44% of portfolio
8,837
Q3 2024 Reduced 0.16%
$162B
$937,000 0.43% of portfolio
42,636
Q3 2024 Reduced 16.56%
$122B
$896,000 0.42% of portfolio
17,322
Q3 2024 Added 2.7%
$141B
$906,000 0.42% of portfolio
10,720
Q3 2024 Added 0.38%
$0
$857,000 0.4% of portfolio
6,038
Q3 2024 Reduced 2.86%
$64.9B
$821,000 0.38% of portfolio
3,409
Q3 2024 Reduced 1.45%
$55.5B
$763,000 0.35% of portfolio
15,287
Q3 2024 Reduced 8.09%
$135B
$735,000 0.34% of portfolio
11,352
Q3 2024 Added 13.03%
$21.1B
$704,000 0.33% of portfolio
3,636
Q3 2024 Reduced 3.35%
$101B
$697,000 0.32% of portfolio
8,941
Q3 2024 Added 9.75%
$0
$684,000 0.32% of portfolio
1,403
Q2 2024 Added 0.21%
$0
$670,000 0.31% of portfolio
11,625
Q3 2024 Reduced 2.19%
$0
$622,000 0.29% of portfolio
1,079
Q3 2024 Added 22.2%
$83.5B
$593,000 0.28% of portfolio
2,441
Q4 2023 Added 1.03%
$71.8B
$614,000 0.28% of portfolio
2,247
Q3 2024 New
$378B
$613,000 0.28% of portfolio
3,788
Q3 2024 Added 5.63%
$250B
$571,000 0.27% of portfolio
7,083
Q3 2024 Reduced 1.42%
$83.4B
$549,000 0.25% of portfolio
4,764
Q3 2024 Added 2.74%
$192B
$516,000 0.24% of portfolio
3,147
Q3 2024 New
$220B
$480,000 0.22% of portfolio
537
Q3 2024 New
$31.1B
$456,000 0.21% of portfolio
4,459
Q3 2024 Reduced 13.08%
$77.9B
$433,000 0.2% of portfolio
2,343
Q3 2024 Reduced 4.76%
$519B
$402,000 0.19% of portfolio
1,463
Q3 2024 Reduced 0.68%
$0
$375,000 0.17% of portfolio
8,955
Q3 2024 Reduced 7.79%
$89.2B
$339,000 0.16% of portfolio
438
Q3 2024 New
$34.3B
$353,000 0.16% of portfolio
700
Q1 2024 New
$0
$330,000 0.15% of portfolio
3,268
Q2 2024 Reduced 3.17%
$0
$302,000 0.14% of portfolio
528
Q3 2024 Reduced 1.68%
$0
$294,000 0.14% of portfolio
3,253
Q3 2024 Reduced 17.98%
$1.33T
$287,000 0.13% of portfolio
1,097
Q3 2024 New
$211B
$288,000 0.13% of portfolio
1,694
Q2 2024 Reduced 0.82%
$64.9B
$279,000 0.13% of portfolio
2,497
Q1 2024 New
$135B
$257,000 0.12% of portfolio
777
Q3 2024 New
$39.1B
$246,000 0.11% of portfolio
4,852
Q2 2024 Added 8.89%
$31.9B
$227,000 0.11% of portfolio
2,184
Q3 2024 New
$0
$211,000 0.1% of portfolio
1,766
Q3 2024 Reduced 4.33%
$310B
$217,000 0.1% of portfolio
1,099
Q3 2024 New
$52.3B
$208,000 0.1% of portfolio
1,101
Q3 2024 New
$15.5B
$177,000 0.08% of portfolio
16,571
Q3 2024 New

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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