The Analysis of FIRST UNITED BANK & TRUST's Holdings & P&L


Currently, FIRST UNITED BANK & TRUST holds 395 types of securities in its portfolio with a total value $307.9M. In the most recent quarter, they have increased their positions in IEMG (+42.2K shares, valued at $2.9M), VO (+9.6K shares, valued at $2.8M), IEFA (+22.6K shares, valued at $2.0M); decreased their positions in N/A (-5.4K shares, valued at $1.5M), N/A (-11.6K shares, valued at $1.4M), N/A (-2.1K shares, valued at $1.3M); initiated new positions in PVAL (+25.8K shares, valued at $1.2M), FTRB (+10.1K shares, valued at $253.5K), WDC (+380 shares, valued at $102.8K).


1M P&L
-2.4M-0.85%
3M P&L
-82.5M-22.84%
HY P&L
-64.5M-18.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A144.6M
57.0%
2Consumer Electronics8.6M
3.4%
3Software - Infrastructure7.1M
2.8%

Top Industries by Stock Count

1N/A99 stocks
27.4%
2Banks - Regional12 stocks
3.3%
3Drug Manufacturers - General9 stocks
2.5%
Stock Holdings
Invesco QQQ Unit Series 1
Invesco QQQ Unit Series 1
-6.28%
Shares33.0K
Event2026-03-31
Filed2026-04-21
VTV
Vanguard Value ETF
-1.61%
Shares88.8K
Event2026-03-31
Filed2026-04-21
DVY
iShares Select Dividend ETF
15.27%
Shares75.0K
Event2026-03-31
Filed2026-04-21
Vanguard Index FDS S&P 500 ETF Shs
Vanguard Index FDS S&P 500 ETF Shs
-10.38%
Shares18.5K
Event2026-03-31
Filed2026-04-21
VO
Vanguard Mid-Cap ETF
40.04%
Shares33.7K
Event2026-03-31
Filed2026-04-21
VUG
Vanguard Growth ETF
-7.43%
Shares22.2K
Event2026-03-31
Filed2026-04-21
IEFA
iShares Tr Core MSCI Eafe ETF
28.48%
Shares102.0K
Event2026-03-31
Filed2026-04-21
AAPL
Apple Inc Com
-6.21%
Shares33.9K
Event2026-03-31
Filed2026-04-21
Invesco S&P 500 Equal Weight
Invesco S&P 500 Equal Weight
28.36%
Shares43.5K
Event2026-03-31
Filed2026-04-21
IEMG
iShares in Core MSCI Emerging Mkts
60.98%
Shares111.5K
Event2026-03-31
Filed2026-04-21
VB
Vanguard Index FDS Small CP ETF
42.31%
Shares23.3K
Event2026-03-31
Filed2026-04-21
VOE
Vanguard Index FDS McAp Vl Idxvip
11.75%
Shares33.0K
Event2026-03-31
Filed2026-04-21
VOT
Vanguard Index FDS McAp GR Idxvip
16.28%
Shares21.5K
Event2026-03-31
Filed2026-04-21
MSFT
Microsoft Corp Com
-4.73%
Shares14.6K
Event2026-03-31
Filed2026-04-21
FBND
Fideltiy Total Bond ETF
3.66%
Shares112.4K
Event2026-03-31
Filed2026-04-21
Alphabet Inc
Alphabet Inc
-23.82%
Shares17.2K
Event2026-03-31
Filed2026-04-21
JPM
J P Morgan Chase & Co
-9.23%
Shares15.7K
Event2026-03-31
Filed2026-04-21
IVV
iShares Core S&P 500 ETF
-0.95%
Shares6.7K
Event2026-03-31
Filed2026-04-21
HYGV
Flexshares Tr Hig Yld Vl ETF
2.30%
Shares107.1K
Event2026-03-31
Filed2026-04-21
SPY
SPDR S&P 500 Index
-4.31%
Shares6.0K
Event2026-03-31
Filed2026-04-21
SPGP
Invesco S&P 500 Garp ETF
-14.82%
Shares36.3K
Event2026-03-31
Filed2026-04-21
NVDA
Nvidia Corp
-23.47%
Shares22.1K
Event2026-03-31
Filed2026-04-21
Arista Networks Inc Ordinary Shares
Arista Networks Inc Ordinary Shares
-29.39%
Shares27.9K
Event2026-03-31
Filed2026-04-21
IWF
iShares Russell 1000 Growth ETF
-4.75%
Shares7.3K
Event2026-03-31
Filed2026-04-21
MCD
McDonalds Corp Com
-1.78%
Shares9.8K
Event2026-03-31
Filed2026-04-21
LOW
Lowes Cos Inc Com
-8.45%
Shares12.4K
Event2026-03-31
Filed2026-04-21
ESG
Flexshares Stoxx US ESG Impact Index
-27.61%
Shares18.9K
Event2026-03-31
Filed2026-04-21
IWR
iShares Russell Mid-Cap ETF
-1.00%
Shares28.7K
Event2026-03-31
Filed2026-04-21
VBR
Vanguard Small-Cap Value ETF
17.81%
Shares12.8K
Event2026-03-31
Filed2026-04-21
IYW
iShares Dow Jones US Technology
-8.04%
Shares14.5K
Event2026-03-31
Filed2026-04-21
CVX
Chevrontexaco
0.46%
Shares12.5K
Event2026-03-31
Filed2026-04-21
PNC
PNC Finl Svcs Group Inc Com
0.02%
Shares12.1K
Event2026-03-31
Filed2026-04-21
AMZN
Amazon Com Inc Com
-3.07%
Shares11.7K
Event2026-03-31
Filed2026-04-21
HON
Honeywell Intl Inc Com
-3.29%
Shares10.7K
Event2026-03-31
Filed2026-04-21
COST
Costco Whsl Corp New
-6.15%
Shares2.4K
Event2026-03-31
Filed2026-04-21
PG
Procter & Gamble Co Com
-5.37%
Shares15.7K
Event2026-03-31
Filed2026-04-21
GLD
SPDR Gold Trust ETF
20.79%
Shares5.3K
Event2026-03-31
Filed2026-04-21
SO
Southern Co Com
-2.10%
Shares23.3K
Event2026-03-31
Filed2026-04-21
CSX
CSX Corp Com
1.50%
Shares51.7K
Event2026-03-31
Filed2026-04-21
STIP
iShares 0-5 Year TIPS Bond ETF
222.05%
Shares20.3K
Event2026-03-31
Filed2026-04-21
AMGN
Amgen Inc Com
-1.23%
Shares5.9K
Event2026-03-31
Filed2026-04-21
CSCO
Cisco Sys Inc Com
-1.64%
Shares26.5K
Event2026-03-31
Filed2026-04-21
VLO
Valero Energy New
-0.24%
Shares8.3K
Event2026-03-31
Filed2026-04-21
XOM
Exxon Mobil Corp Com
9.77%
Shares11.2K
Event2026-03-31
Filed2026-04-21
MA
Mastercard Inc
-8.20%
Shares3.7K
Event2026-03-31
Filed2026-04-21
DHR
Danaher Corp Del Com
-7.69%
Shares9.3K
Event2026-03-31
Filed2026-04-21
MTB
M & T Bank Corp
2.29%
Shares8.5K
Event2026-03-31
Filed2026-04-21
BND
Vanguard Bond Index Fund Inctotal Bd Market
-9.67%
Shares22.2K
Event2026-03-31
Filed2026-04-21
PULS
PGIM Ultra-Short Bond ETF
-5.21%
Shares32.9K
Event2026-03-31
Filed2026-04-21
JNJ
Johnson & Johnson Com
-4.59%
Shares6.6K
Event2026-03-31
Filed2026-04-21
ISRG
Intuituve Surgical Inc
-7.50%
Shares3.4K
Event2026-03-31
Filed2026-04-21
VZ
Verizon Communications
11.69%
Shares31.0K
Event2026-03-31
Filed2026-04-21
ITW
Illinois Tool WKS Inc
0.21%
Shares5.7K
Event2026-03-31
Filed2026-04-21
CME
CME Group Inc
-4.28%
Shares5.0K
Event2026-03-31
Filed2026-04-21
PEP
PepsiCo Inc Com
-3.81%
Shares9.4K
Event2026-03-31
Filed2026-04-21
ABT
Abbott Labs Com
-10.64%
Shares14.3K
Event2026-03-31
Filed2026-04-21
WMT
Wal Mart Stores Inc Com
-2.63%
Shares11.0K
Event2026-03-31
Filed2026-04-21
PWR
Quanta Services Inc
-3.56%
Shares2.5K
Event2026-03-31
Filed2026-04-21
Blackstone Group Inc
Blackstone Group Inc
-20.96%
Shares10.5K
Event2026-03-31
Filed2026-04-21
PVAL
Putnam Focused Large Cap Value ETF
New
Shares25.8K
Event2026-03-31
Filed2026-04-21
VBK
Vanguard Index FDS Sml CP Grw ETF
11.60%
Shares3.9K
Event2026-03-31
Filed2026-04-21
ECL
Ecolab Inc
-2.44%
Shares4.3K
Event2026-03-31
Filed2026-04-21
TIP
iShares TIPS Bond ETF
50.86%
Shares9.7K
Event2026-03-31
Filed2026-04-21
GEV
Ge Vernova Inc Corp Com
-0.49%
Shares1.2K
Event2026-03-31
Filed2026-04-21
PGIM Municipal Income Opportunities ETF
PGIM Municipal Income Opportunities ETF
69.57%
Shares20.5K
Event2026-03-31
Filed2026-04-21
FTNT
Fortinet Inc Com
-14.34%
Shares12.5K
Event2026-03-31
Filed2026-04-21
Berkshire Hathaway B
Berkshire Hathaway B
-0.48%
Shares2.1K
Event2026-03-31
Filed2026-04-21
MCK
McKesson Corp Com
4.84%
Shares1.1K
Event2026-03-31
Filed2026-04-21
BKLN
Invesco Sr Loan ETF
-16.79%
Shares46.1K
Event2026-03-31
Filed2026-04-21
WEC Energy Group Inc
WEC Energy Group Inc
4.41%
Shares8.0K
Event2026-03-31
Filed2026-04-21
Alphabet Inc
Alphabet Inc
-2.17%
Shares3.2K
Event2026-03-31
Filed2026-04-21
TSLA
Tesla Inc Com
6.05%
Shares2.3K
Event2026-03-31
Filed2026-04-21
HYD
Vaneck Vec High Yld Mun ETF
-15.04%
Shares17.1K
Event2026-03-31
Filed2026-04-21
HD
Home Depot Inc Com
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-21
IWD
iShares Russell 1000 Value ETF
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-21
LLY
Lilly Eli & Co Com
-0.89%
Shares887
Event2026-03-31
Filed2026-04-21
NEE
Nextera Energy Inc
-2.70%
Shares8.6K
Event2026-03-31
Filed2026-04-21
CVS
CVS/Caremark Corp
-2.30%
Shares11.0K
Event2026-03-31
Filed2026-04-21
ET
LP Energy Transfer Eq
1.75%
Shares40.6K
Event2026-03-31
Filed2026-04-21
IWP
iShares Russell Midcap Growth ETF
-0.20%
Shares6.0K
Event2026-03-31
Filed2026-04-21
XLK
Select Sector SPDR Tr Technology
-43.55%
Shares5.7K
Event2026-03-31
Filed2026-04-21
ERIE
Erie Indty Co CL A
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-21
NOC
Northrop Grumman Corp
3.02%
Shares1.1K
Event2026-03-31
Filed2026-04-21
MCHP
Microchip Technology Inc. Com
0.44%
Shares11.4K
Event2026-03-31
Filed2026-04-21
PKG
Packaging Corp of America
0.21%
Shares3.4K
Event2026-03-31
Filed2026-04-21
AMD
Advanced Micro Devices Inc Com
-9.49%
Shares3.5K
Event2026-03-31
Filed2026-04-21
FLOT
iShares Floating Rate Bond
-33.08%
Shares13.5K
Event2026-03-31
Filed2026-04-21
IBM
International Business MacHscom
-0.53%
Shares2.8K
Event2026-03-31
Filed2026-04-21
META
Facebook
1.11%
Shares1.2K
Event2026-03-31
Filed2026-04-21
RSG
Republic Svcs Inc Com
-20.24%
Shares3.0K
Event2026-03-31
Filed2026-04-21
CAT
Caterpillar Inc Del Com
-0.75%
Shares923
Event2026-03-31
Filed2026-04-21
VCIT
Vanguard Scottsdale FDS Int-Term Corp
17.64%
Shares7.9K
Event2026-03-31
Filed2026-04-21
EOG
EOG RES Inc
-15.15%
Shares4.4K
Event2026-03-31
Filed2026-04-21
CBRE
CBRE Group Inc CL A
-10.43%
Shares4.7K
Event2026-03-31
Filed2026-04-21
GL
Globe Life Inc Ordinary Shares
2.11%
Shares4.4K
Event2026-03-31
Filed2026-04-21
NXST
Nexstar Media Grop
7.11%
Shares3.3K
Event2026-03-31
Filed2026-04-21
FBCG
Fidelity Covington Trust Blue Chip Growth Etf
216.96%
Shares11.2K
Event2026-03-31
Filed2026-04-21
TFC
Truist Finl Corp Com
-7.79%
Shares11.8K
Event2026-03-31
Filed2026-04-21
IGSB
iShares 1-3 Yr Cr Bd ETF
28.71%
Shares9.8K
Event2026-03-31
Filed2026-04-21
VEA
Vanguard Europe Pacific ETF
-1.25%
Shares7.9K
Event2026-03-31
Filed2026-04-21
EQIX
Equinix Inc Com
-32.12%
Shares505
Event2026-03-31
Filed2026-04-21
XLC
Communication Services Select SPDR
-21.69%
Shares4.5K
Event2026-03-31
Filed2026-04-21
KLAC
KLA-Tencor Corp
-1.22%
Shares324
Event2026-03-31
Filed2026-04-21
ABBV
Abbvie Inc
-1.37%
Shares2.2K
Event2026-03-31
Filed2026-04-21
TJX
TJX Cos Inc New
254.94%
Shares2.8K
Event2026-03-31
Filed2026-04-21
IWS
iShares Russell Midcap Value ETF
-3.71%
Shares3.0K
Event2026-03-31
Filed2026-04-21
VSGX
Vanguard ESG Intl ETF
38.53%
Shares6.0K
Event2026-03-31
Filed2026-04-21
DIS
Disney Walt Co Com Disney
-5.15%
Shares4.5K
Event2026-03-31
Filed2026-04-21
SHOP
Shopify Inc
-38.60%
Shares3.6K
Event2026-03-31
Filed2026-04-21
IEI
iShares Tr 3 7 Yr Treas Bd
0.57%
Shares3.5K
Event2026-03-31
Filed2026-04-21
DE
Deere & Company
-1.29%
Shares689
Event2026-03-31
Filed2026-04-21
NUE
Nucor Corp
4.56%
Shares2.2K
Event2026-03-31
Filed2026-04-21
IYH
iShares Dow Jones US Healthcare
-2.92%
Shares5.8K
Event2026-03-31
Filed2026-04-21
Broadcom Inc Nvp
Broadcom Inc Nvp
-0.34%
Shares1.2K
Event2026-03-31
Filed2026-04-21
NFLX
Netflix Inc Com
4450.00%
Shares3.6K
Event2026-03-31
Filed2026-04-21
DBEU
DBX ETF Tr Xtrack MSCI Eurp
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-21
XLY
Consumer Discretionary Sector SPDR
-3.91%
Shares3.1K
Event2026-03-31
Filed2026-04-21
KO
Coca Cola Co Com
-1.11%
Shares4.4K
Event2026-03-31
Filed2026-04-21
Merck & Co Inc Com
Merck & Co Inc Com
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-21
DHI
D R Horton Inc
0.17%
Shares2.4K
Event2026-03-31
Filed2026-04-21
XLF
Financial Sector SPDR
-5.13%
Shares6.4K
Event2026-03-31
Filed2026-04-21
XLU
Utilities Sector SPDR
-15.40%
Shares6.7K
Event2026-03-31
Filed2026-04-21
Duke Energy Corp New
Duke Energy Corp New
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-21
GPC
Genuine Parts Co
-35.66%
Shares2.8K
Event2026-03-31
Filed2026-04-21
WM
Waste Management Inc
-4.17%
Shares1.3K
Event2026-03-31
Filed2026-04-21
MO
Altria Group Inc Com
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-21
BAC
Bank of America Corp
-0.44%
Shares5.6K
Event2026-03-31
Filed2026-04-21
PM
Phillip Morris Intl, Inc.
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-21
BMY
Bristol Myers Squibb Co Com
-4.91%
Shares4.5K
Event2026-03-31
Filed2026-04-21
ORCL
Oracle Corp Com
-53.63%
Shares1.8K
Event2026-03-31
Filed2026-04-21
RJF
Raymond James Financial, Inc. Ordinary Shares
-16.90%
Shares1.8K
Event2026-03-31
Filed2026-04-21
D
Dominion New RES Inc VA New
-0.84%
Shares4.1K
Event2026-03-31
Filed2026-04-21
FTRB
Federated Hermes Total Retun Bond ETF
New
Shares10.1K
Event2026-03-31
Filed2026-04-21
Eaton Corporation PLC
Eaton Corporation PLC
0.00%
Shares703
Event2026-03-31
Filed2026-04-21
LMT
Lockheed Martin Corp
0.00%
Shares415
Event2026-03-31
Filed2026-04-21
IYT
iShares Transportation Avg ETF
-29.88%
Shares3.2K
Event2026-03-31
Filed2026-04-21
XLI
Industrial Sector SPDR
-16.66%
Shares1.5K
Event2026-03-31
Filed2026-04-21
DIA
SPDR Dow Jones Industrial Average
-2.02%
Shares486
Event2026-03-31
Filed2026-04-21
FTGC
First Tr Global Tactical CM
123.57%
Shares7.8K
Event2026-03-31
Filed2026-04-21
FEIM
Frequency Electronics
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-21
T
AT&T Inc Com
-2.96%
Shares7.5K
Event2026-03-31
Filed2026-04-21
ETHA
Ishares Ethereum Trust ETF
87.70%
Shares13.8K
Event2026-03-31
Filed2026-04-21
VGK
Vanguard Intl Equity Index Fftse Europe ETF
-57.65%
Shares2.5K
Event2026-03-31
Filed2026-04-21
QCOM
Qualcomm Inc Com
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-21
PZA
Invesco Natl AMT-Free Mun Bd ETF
-27.65%
Shares9.0K
Event2026-03-31
Filed2026-04-21
HBAN
Huntington Bancshares Inc Com
0.00%
Shares13.1K
Event2026-03-31
Filed2026-04-21
RTX
Raytheon Technologies Corp
-8.70%
Shares1.1K
Event2026-03-31
Filed2026-04-21
ADP
Automatic Data Processing
-5.00%
Shares950
Event2026-03-31
Filed2026-04-21
PANW
Palo Alto Networks Inc Com
-80.54%
Shares1.1K
Event2026-03-31
Filed2026-04-21
NEO
Neogenomics Inc Com New
0.00%
Shares23.0K
Event2026-03-31
Filed2026-04-21
iShares Gold ETF iShares New
iShares Gold ETF iShares New
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-21
CEG
Constellation Energy Corp Com
0.00%
Shares598
Event2026-03-31
Filed2026-04-21
MAR
Marriott Int CL A
0.00%
Shares510
Event2026-03-31
Filed2026-04-21
MPC
Marathon Pete Corp
0.00%
Shares668
Event2026-03-31
Filed2026-04-21
IWO
iShares Russell 2000 Growth ETF
-0.39%
Shares510
Event2026-03-31
Filed2026-04-21
WELL
Welltower Inc
0.00%
Shares800
Event2026-03-31
Filed2026-04-21
PLTR
Palantir Technologies Inc CL A
41.18%
Shares1.1K
Event2026-03-31
Filed2026-04-21
ROP
Roper Technologies Inc
-80.09%
Shares443
Event2026-03-31
Filed2026-04-21
UNH
UnitedHealth Group Inc Com
-2.05%
Shares574
Event2026-03-31
Filed2026-04-21
UNP
Union Pac Corp Com
-23.89%
Shares637
Event2026-03-31
Filed2026-04-21
Lam Research Corp. Ordinary Shares
Lam Research Corp. Ordinary Shares
-3.36%
Shares720
Event2026-03-31
Filed2026-04-21
PHO
Invesco Water RES ETF Trust
-11.37%
Shares2.3K
Event2026-03-31
Filed2026-04-21
IJH
iShares Tr Core S&P McP ETF
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-21
BDX
Becton Dickinson and Company
-24.70%
Shares930
Event2026-03-31
Filed2026-04-21
CRM
Salesforce Com Inc
-78.59%
Shares757
Event2026-03-31
Filed2026-04-21
BHRB
Burke Herbert Financial Services Inc
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-21
NSC
Norfolk Southern Corp Com
0.00%
Shares485
Event2026-03-31
Filed2026-04-21
EEM
iShares MSCI Emerging Markets ETF
0.62%
Shares2.4K
Event2026-03-31
Filed2026-04-21
XJH
iShares ESG S&P Mid-Cap ETF
-0.99%
Shares3.0K
Event2026-03-31
Filed2026-04-21
WFC
Wells Fargo & Company
-1.49%
Shares1.7K
Event2026-03-31
Filed2026-04-21
PFE
Pfizer Inc Com
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-21
CMCSA
Comcast Corp New CL A
-16.44%
Shares4.4K
Event2026-03-31
Filed2026-04-21
FETH
Fidelity Ethereum Fund Beneficial Interest
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-21
General Electric Co USD 0.06
General Electric Co USD 0.06
0.00%
Shares437
Event2026-03-31
Filed2026-04-21
XLE
Energy Sector SPDR
67.22%
Shares2.0K
Event2026-03-31
Filed2026-04-21
PCAR
Paccar Inc
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-21
TT
Trane Technologies PLC
-2.34%
Shares292
Event2026-03-31
Filed2026-04-21
EXC
Exelon Corp
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-21
PPL
PPL Elec Utils Corp
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-21
ALL
Allstate Corp Com
0.00%
Shares540
Event2026-03-31
Filed2026-04-21
XLP
Consumer Staples Sector SPDR
-9.11%
Shares1.3K
Event2026-03-31
Filed2026-04-21
PICB
Invesco Intl Corp Bd ETF
3.26%
Shares4.7K
Event2026-03-31
Filed2026-04-21
DRI
Darden Restaurants Inc Com
0.00%
Shares545
Event2026-03-31
Filed2026-04-21
CAH
Cardinal Health Inc Com
0.00%
Shares502
Event2026-03-31
Filed2026-04-21
TRV
Travelers Cos Inc
0.00%
Shares359
Event2026-03-31
Filed2026-04-21
TXN
Texas Instrs Inc Com
0.00%
Shares530
Event2026-03-31
Filed2026-04-21
WDC
Western Digital Corp. Ordinary Shares
New
Shares380
Event2026-03-31
Filed2026-04-21
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-21
ROST
Ross Stores Inc
0.00%
Shares465
Event2026-03-31
Filed2026-04-21
AEP
American Elec Pwr Inc Com
0.00%
Shares758
Event2026-03-31
Filed2026-04-21
IBIT
IShares Bitcoin Trust
-41.98%
Shares2.6K
Event2026-03-31
Filed2026-04-21
EMB
iShares Tr JP Mor Em Mk ETF
34.21%
Shares1.0K
Event2026-03-31
Filed2026-04-21
MDLZ
Mondelez International Inc
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-21
OHI
Omega Healthcare Invs Inc
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-21
MS
Morgan Stanley Dean Witter
0.00%
Shares568
Event2026-03-31
Filed2026-04-21
YUM
YUM Brands Inc
0.00%
Shares591
Event2026-03-31
Filed2026-04-21
IWM
iShares Russell 2000 ETF
0.00%
Shares365
Event2026-03-31
Filed2026-04-21
GME
Gamestop Corp New CL A
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-21
MU
Micron Technology Inc Com
New
Shares260
Event2026-03-31
Filed2026-04-21
Blackrock Funding Inc Ordinary Shares
Blackrock Funding Inc Ordinary Shares
0.00%
Shares90
Event2026-03-31
Filed2026-04-21
IWN
iShares Russell 2000 Value ETF
0.00%
Shares450
Event2026-03-31
Filed2026-04-21
XLRE
Select SEC Real Estate
-22.07%
Shares2.0K
Event2026-03-31
Filed2026-04-21
COP
ConocoPhillips
0.00%
Shares620
Event2026-03-31
Filed2026-04-21
BKNG
Booking Hldgs Inc
0.00%
Shares19
Event2026-03-31
Filed2026-04-21
IJT
iShares S&P Smallcap 600/Barra Growth Index FD
0.00%
Shares550
Event2026-03-31
Filed2026-04-21
PAVE
Global X FDS US Infr Dev ETF
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-21
CHCO
City Holding Co. Ordinary Shares
0.00%
Shares665
Event2026-03-31
Filed2026-04-21
TGB
Taseko Mines Ltd.
New
Shares12.2K
Event2026-03-31
Filed2026-04-21
AMAT
Applied Matls Inc Com
0.00%
Shares226
Event2026-03-31
Filed2026-04-21
Seagate Technology Hldngs Plord Shs
Seagate Technology Hldngs Plord Shs
New
Shares190
Event2026-03-31
Filed2026-04-21
XLV
Select Sector SPDR Tr SBI Healthcare
32.87%
Shares481
Event2026-03-31
Filed2026-04-21
V
VISA Inc
-4.41%
Shares217
Event2026-03-31
Filed2026-04-21
OXY
Occidental Pete Corp Del Com
-33.33%
Shares1.0K
Event2026-03-31
Filed2026-04-21
CL
Colgate Palmolive Co Com
0.00%
Shares755
Event2026-03-31
Filed2026-04-21
APD
Air Products & Chemicals Inc
0.00%
Shares220
Event2026-03-31
Filed2026-04-21
ARLP
Alliance Resource Partners, Lp Unit
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-21
EMR
Emerson Elec Co Com
0.00%
Shares467
Event2026-03-31
Filed2026-04-21
ULTA
Ulta Salon Cosmetics & Fragrance
0.00%
Shares115
Event2026-03-31
Filed2026-04-21
American Movil NPV ADR
American Movil NPV ADR
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-21
ADI
Analog Divices Inc
0.00%
Shares188
Event2026-03-31
Filed2026-04-21
IYR
iShares Dow Jones US Real Estate
-19.38%
Shares624
Event2026-03-31
Filed2026-04-21
FE
Firstenergy Corp Com
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-21
SLV
iShares Silver Trust
0.00%
Shares845
Event2026-03-31
Filed2026-04-21
Baron Global Durable Advantage ETF
Baron Global Durable Advantage ETF
New
Shares2.4K
Event2026-03-31
Filed2026-04-21
EQT Corp
EQT Corp
0.00%
Shares862
Event2026-03-31
Filed2026-04-21
Unilever Plc ADR
Unilever Plc ADR
0.00%
Shares954
Event2026-03-31
Filed2026-04-21
SNDK
Sandisk Corp Ordinary Shares
New
Shares85
Event2026-03-31
Filed2026-04-21
TMO
Thermo Fisher Scientific Inc
0.00%
Shares109
Event2026-03-31
Filed2026-04-21
MSI
Motorola Solutions Inc Com New
0.00%
Shares123
Event2026-03-31
Filed2026-04-21
DuPont DE Nemours Inc
DuPont DE Nemours Inc
21.01%
Shares1.1K
Event2026-03-31
Filed2026-04-21
PH
Parker Hannifin Corp
0.00%
Shares56
Event2026-03-31
Filed2026-04-21
TGT
Target Corp
-27.27%
Shares400
Event2026-03-31
Filed2026-04-21
AON PLC Shs CL A
AON PLC Shs CL A
0.00%
Shares150
Event2026-03-31
Filed2026-04-21
ACNB
ACNB Corp Com
New
Shares990
Event2026-03-31
Filed2026-04-21
PGX
Invesco Preferred ETF
32.09%
Shares4.3K
Event2026-03-31
Filed2026-04-21
HIG
Hartford Group Inc
0.00%
Shares340
Event2026-03-31
Filed2026-04-21
CB
Chubb Limited Com
0.00%
Shares139
Event2026-03-31
Filed2026-04-21
Alerian Mlp Alps Etf
Alerian Mlp Alps Etf
0.00%
Shares834
Event2026-03-31
Filed2026-04-21
AFL
AFLAC Inc
0.00%
Shares400
Event2026-03-31
Filed2026-04-21
PRU
Prudential Financial Inc
-16.98%
Shares440
Event2026-03-31
Filed2026-04-21
GS
Goldman Sachs Group Inc
0.00%
Shares50
Event2026-03-31
Filed2026-04-21
CARR
Carrier Global Corp
0.00%
Shares750
Event2026-03-31
Filed2026-04-21
MMM
3M Co Com
-4.92%
Shares290
Event2026-03-31
Filed2026-04-21
NOW
Servicenow Inc
-91.35%
Shares400
Event2026-03-31
Filed2026-04-21
DFAS
DFA US Small Cap ETF
0.00%
Shares585
Event2026-03-31
Filed2026-04-21
UPS
United Parcel Services B
0.00%
Shares420
Event2026-03-31
Filed2026-04-21
VNT
Vontier Corp
-24.00%
Shares1.1K
Event2026-03-31
Filed2026-04-21
PNW
Pinnacle West Cap Corp Com
0.00%
Shares400
Event2026-03-31
Filed2026-04-21
Bitmine Immersion Technologies Inc Ordinary Shares
Bitmine Immersion Technologies Inc Ordinary Shares
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-21
GBF
iShares Govt/Credit Bond
-24.24%
Shares375
Event2026-03-31
Filed2026-04-21
HAL
Halliburton Co Com
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-21
NNN
Nnn REIT Inc Com
0.00%
Shares900
Event2026-03-31
Filed2026-04-21
SHM
SPDR Nuveen Barclays Sht Trm
0.00%
Shares775
Event2026-03-31
Filed2026-04-21
DLR
Digital Rlty Tr Inc
-6.82%
Shares205
Event2026-03-31
Filed2026-04-21
WULF
TeraWulf Inc.
New
Shares2.5K
Event2026-03-31
Filed2026-04-21
COPP
Sprott Copper Miners Etf
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
XLB
Materials Sector SPDR
-2.74%
Shares710
Event2026-03-31
Filed2026-04-21
INTC
Intel Corp Com
0.00%
Shares800
Event2026-03-31
Filed2026-04-21
KEY
Key Corp
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-21
IDXX
IDEXX Labs Inc Com
0.00%
Shares62
Event2026-03-31
Filed2026-04-21
EFA
iShares MSCI Eafe ETF
0.00%
Shares358
Event2026-03-31
Filed2026-04-21
ROK
Rockwell Intl Corp New Automation
0.00%
Shares96
Event2026-03-31
Filed2026-04-21
VYM
Vanguard High Dividend Yield ETF
0.00%
Shares230
Event2026-03-31
Filed2026-04-21
MSCI
MSCI Inc
-7.35%
Shares63
Event2026-03-31
Filed2026-04-21
AN
Autonation Inc Com
0.00%
Shares170
Event2026-03-31
Filed2026-04-21
KMB
Kimberly Clark Corp Com
-5.54%
Shares341
Event2026-03-31
Filed2026-04-21
DHT
Dht Holdings Inc Ordinary Shares
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-21
MMC
Marsh & McLennan Companies, Inc.
0.00%
Shares185
Event2026-03-31
Filed2026-04-21
GEHC
GE Healthcare Technologies Inc
0.00%
Shares440
Event2026-03-31
Filed2026-04-21
WAT
Waters Corp
New
Shares104
Event2026-03-31
Filed2026-04-21
Annaly Cap Mgmt Inc Com
Annaly Cap Mgmt Inc Com
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-21
TAP
Molson Coors Beverage CO Compa CLASS B CORP COMMON
0.00%
Shares700
Event2026-03-31
Filed2026-04-21
PSX
Phillips 66
0.00%
Shares165
Event2026-03-31
Filed2026-04-21
MET
Metlife, Inc.
-41.69%
Shares400
Event2026-03-31
Filed2026-04-21
WPC
W P Carey Inc
0.00%
Shares415
Event2026-03-31
Filed2026-04-21
BP
BP Amoco P L C Sponsored ADR
0.00%
Shares600
Event2026-03-31
Filed2026-04-21
COF
Capital One
0.00%
Shares152
Event2026-03-31
Filed2026-04-21
SW
Smurfit Westrock Plc Ordinary Shares
0.00%
Shares675
Event2026-03-31
Filed2026-04-21
NVS
Novartis AG ADR
0.00%
Shares175
Event2026-03-31
Filed2026-04-21
USB
US Bancorp
0.00%
Shares500
Event2026-03-31
Filed2026-04-21
CF
CF Industries Holdings Inc
0.00%
Shares200
Event2026-03-31
Filed2026-04-21
CTAS
Cintas Corp.
New
Shares150
Event2026-03-31
Filed2026-04-21
SYY
Sysco Corp
0.00%
Shares350
Event2026-03-31
Filed2026-04-21
KKR & Co Inc Com
KKR & Co Inc Com
-10.70%
Shares267
Event2026-03-31
Filed2026-04-21
MAA
Mid-America Apartment Communities Inc.
0.00%
Shares200
Event2026-03-31
Filed2026-04-21
NUSC
Nuveen ESG Small-Cap ETF
0.00%
Shares540
Event2026-03-31
Filed2026-04-21
CMI
Cummins Inc
-25.00%
Shares45
Event2026-03-31
Filed2026-04-21
PII
Polaris Inds Inc Com
0.00%
Shares425
Event2026-03-31
Filed2026-04-21
SHEL
Shell PLC Spon ADS
-9.43%
Shares240
Event2026-03-31
Filed2026-04-21
SDY
SPDR Ser Tr S&P Divid ETF
0.00%
Shares150
Event2026-03-31
Filed2026-04-21
OTIS
Otis Worldwide Corp Com
0.00%
Shares275
Event2026-03-31
Filed2026-04-21
XYZ
Square Inc.
0.00%
Shares350
Event2026-03-31
Filed2026-04-21
GSLC
Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg
0.00%
Shares167
Event2026-03-31
Filed2026-04-21
XYL
Xylem Inc
0.00%
Shares160
Event2026-03-31
Filed2026-04-21
SPG
Simon Property Group Inc
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
ZTS
Zoetis Inc CL A
-71.03%
Shares155
Event2026-03-31
Filed2026-04-21
AVY
Avery Dennison Corp
0.00%
Shares106
Event2026-03-31
Filed2026-04-21
BCO
Brinks Co Com
0.00%
Shares175
Event2026-03-31
Filed2026-04-21
VPU
Vanguard Utilities Index Fund ETF
0.00%
Shares90
Event2026-03-31
Filed2026-04-21
VLTO
Veralto Corp
-27.44%
Shares201
Event2026-03-31
Filed2026-04-21
IJS
iShares S&P Small Cap 600 Value ETF
0.00%
Shares150
Event2026-03-31
Filed2026-04-21
MNSB
Mainstreet Bancshares Inc Com
0.00%
Shares790
Event2026-03-31
Filed2026-04-21
SNOW
Snowflake Inc Ordinary Shares - Class A
0.00%
Shares115
Event2026-03-31
Filed2026-04-21
TSCO
Tractor Supply
0.00%
Shares350
Event2026-03-31
Filed2026-04-21
TROW
Price T Rowe Group Inc
0.00%
Shares175
Event2026-03-31
Filed2026-04-21
COIN
Coinbase Global Inc
125.00%
Shares90
Event2026-03-31
Filed2026-04-21
Sirius Xm Holdings Inc.
Sirius Xm Holdings Inc.
0.00%
Shares678
Event2026-03-31
Filed2026-04-21
KEYS
Keysight Technologies Inc
0.00%
Shares50
Event2026-03-31
Filed2026-04-21
WBD
Warner Bros Discovery Inc Com Ser A
0.00%
Shares493
Event2026-03-31
Filed2026-04-21
TSM
Taiwan Semiconductor ADR
0.00%
Shares40
Event2026-03-31
Filed2026-04-21
HOG
Harley Davidson Inc Com
-23.26%
Shares660
Event2026-03-31
Filed2026-04-21
BAB
Invesco Taxable Municipal Bond ETF
0.00%
Shares490
Event2026-03-31
Filed2026-04-21
EXE
Chesapeake Energy Corp
0.00%
Shares120
Event2026-03-31
Filed2026-04-21
USAS
Americas Gold And Silver Corp Ordinary Shares
New
Shares2.5K
Event2026-03-31
Filed2026-04-21
CHD
Church & Dwight Co Inc Com
0.00%
Shares130
Event2026-03-31
Filed2026-04-21
IJR
iShares Core S&P Small Cap ETF
0.00%
Shares95
Event2026-03-31
Filed2026-04-21
A
Agilent Technologies Inc. Ordinary Shares
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
MFC
Manulife Financial Corp
0.00%
Shares327
Event2026-03-31
Filed2026-04-21
ADBE
Adobe Sys Inc
-22.03%
Shares46
Event2026-03-31
Filed2026-04-21
FDS
FactSet Research Sys Inc
0.00%
Shares50
Event2026-03-31
Filed2026-04-21
INTU
Intuit Inc
-56.90%
Shares25
Event2026-03-31
Filed2026-04-21
FNDX
Schwab Strategic Trust Fundamental U.S. Large Company Etf
-40.35%
Shares380
Event2026-03-31
Filed2026-04-21
UBSI
United Bankshares Inc West Vcom
0.00%
Shares252
Event2026-03-31
Filed2026-04-21
CHH
Choice Hotels Intl Inc
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
IGM
Blackrock Institutional Trust Company N.A. Ishares Expanded Tech Sector Etf
0.00%
Shares83
Event2026-03-31
Filed2026-04-21
CGNX
Cognex Corp
0.00%
Shares200
Event2026-03-31
Filed2026-04-21
AUB
Atlantic Union Bankshares Corp Ordinary Shares
0.00%
Shares270
Event2026-03-31
Filed2026-04-21
CRCL
Circle Internet Group Inc. Ordinary Shares - Class A
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
CCEP
Coca-Cola European Partners PLC
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
HLT
Hilton Worldwide Holdings Inc Ordinary Shares
0.00%
Shares29
Event2026-03-31
Filed2026-04-21
SCHW
Schwab Charles Corp New
0.00%
Shares93
Event2026-03-31
Filed2026-04-21
WEN
Wendy's Company
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-21
SOXX
Ishares Semiconductor Etf
-28.57%
Shares25
Event2026-03-31
Filed2026-04-21
AXP
American Express Co Com
0.00%
Shares25
Event2026-03-31
Filed2026-04-21
GM
General Motors Co
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
HEI.A
Heico Corp. New
0.00%
Shares35
Event2026-03-31
Filed2026-04-21
HOOD
Robinhood Markets Inc Ordinary Shares - Class A
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
NKE
Nike Inc CL B
0.00%
Shares125
Event2026-03-31
Filed2026-04-21
ELV
Anthem Inc Com
0.00%
Shares22
Event2026-03-31
Filed2026-04-21
CRSP
Crispr Therapeutics AG
35.00%
Shares135
Event2026-03-31
Filed2026-04-21
IHI
iShares Tr U.S. Med Dvc ETF
-83.56%
Shares120
Event2026-03-31
Filed2026-04-21
ACGL
Arch Capital Group Ltd
0.00%
Shares66
Event2026-03-31
Filed2026-04-21
SHY
Barclays 1-3 Year Treasury Bond
-11.76%
Shares75
Event2026-03-31
Filed2026-04-21
GIS
General Mls Inc Com
New
Shares160
Event2026-03-31
Filed2026-04-21
IONQ
IonQ Inc Ordinary Shares
New
Shares200
Event2026-03-31
Filed2026-04-21
BN
Brookfield Corp
-47.78%
Shares141
Event2026-03-31
Filed2026-04-21
FTV
Fortive Corp Com
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
KNX
Knight Swift Transportation Holdings Inc
0.00%
Shares93
Event2026-03-31
Filed2026-04-21
LH
Labcorp Holdings Inc. Ordinary Shares
0.00%
Shares20
Event2026-03-31
Filed2026-04-21
SHW
Sherwin Williams Co.
0.00%
Shares16
Event2026-03-31
Filed2026-04-21
RIVN
Rivian Automotive Inc Com CL A
19.30%
Shares340
Event2026-03-31
Filed2026-04-21
CPK
Chesapeake Utilities Corp
0.00%
Shares38
Event2026-03-31
Filed2026-04-21
VMC
Vulcan Materials Co
-33.33%
Shares16
Event2026-03-31
Filed2026-04-21
ORLY
Oreilly Automotive, Inc. Ordinary Shares
-24.19%
Shares47
Event2026-03-31
Filed2026-04-21
HUM
Humana Inc Com
0.00%
Shares25
Event2026-03-31
Filed2026-04-21
IBKR
Interactive Brokers Group
0.00%
Shares64
Event2026-03-31
Filed2026-04-21
DNP
Duff & Phelps Utils Income Icom
0.00%
Shares401
Event2026-03-31
Filed2026-04-21
CSGP
Costar Group Inc
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
FPE
First Tr Exch Traded FD III Pfd Secs Inc ETF
0.00%
Shares220
Event2026-03-31
Filed2026-04-21
NVO
Novo Nordisk A/S
0.00%
Shares105
Event2026-03-31
Filed2026-04-21
EPD
Enterprise Partners LP
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
NCLH
Norwegian Cruise Line Hldg Lshs
100.00%
Shares200
Event2026-03-31
Filed2026-04-21
BIIB
Biogen Inc Com
0.00%
Shares20
Event2026-03-31
Filed2026-04-21
IOVA
Iovance Biotherapeutics Inc.
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-21
USA
Liberty All Star Eqty Shs Ben Int
0.00%
Shares627
Event2026-03-31
Filed2026-04-21
BHF
Brighthouse Financial Inc
New
Shares58
Event2026-03-31
Filed2026-04-21
F
Ford Motor Co Del
0.00%
Shares300
Event2026-03-31
Filed2026-04-21
CPRT
CoPart Inc
0.00%
Shares103
Event2026-03-31
Filed2026-04-21
GOLF
ORP
0.00%
Shares35
Event2026-03-31
Filed2026-04-21
CMG
Chipotle Mexican Grill Inc
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
PGR
The Progressive Corporation
0.00%
Shares16
Event2026-03-31
Filed2026-04-21
Magnum Ice Cream Company N.V. Ordinary Shares
Magnum Ice Cream Company N.V. Ordinary Shares
0.00%
Shares215
Event2026-03-31
Filed2026-04-21
GNW
Genworth Finl Inc CL A
0.00%
Shares365
Event2026-03-31
Filed2026-04-21
WRB
Berkley Corp W.R.
0.00%
Shares43
Event2026-03-31
Filed2026-04-21
DOW
Dow Inc Com
0.00%
Shares66
Event2026-03-31
Filed2026-04-21
QTUM
Etf Series Solutions Trust Defiance Quantum
0.00%
Shares25
Event2026-03-31
Filed2026-04-21
ALCO
Alico Inc
0.00%
Shares60
Event2026-03-31
Filed2026-04-21
MARA
Mara Holdings Inc. Ordinary Shares
New
Shares300
Event2026-03-31
Filed2026-04-21
LPLA
Lpl Financial Holdings Inc
0.00%
Shares8
Event2026-03-31
Filed2026-04-21
KD
Kyndryl Hldgs Inc Common Stock
0.00%
Shares180
Event2026-03-31
Filed2026-04-21
TDG
Transdigm Group Incorporated
-60.00%
Shares2
Event2026-03-31
Filed2026-04-21
LQD
iShares Iboxx Invest Grade CRP Bond
0.00%
Shares20
Event2026-03-31
Filed2026-04-21
CRWV
Coreweave Inc.
0.00%
Shares25
Event2026-03-31
Filed2026-04-21
M
Macy Inc
42.86%
Shares100
Event2026-03-31
Filed2026-04-21
KHC
Kraft Heinzcompany
0.00%
Shares73
Event2026-03-31
Filed2026-04-21
Gamestop Corp New Wt Exp 10/30/2026
Gamestop Corp New Wt Exp 10/30/2026
0.00%
Shares400
Event2026-03-31
Filed2026-04-21
RGTI
Rigetti Computing Inc Ordinary Shares
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
NTLA
Intellia Thereutics Inc
0.00%
Shares100
Event2026-03-31
Filed2026-04-21
SOUN
Soundhound Ai Inc Ordinary Shares - Class A
0.00%
Shares150
Event2026-03-31
Filed2026-04-21
ACHR
Aviation Inc.
New
Shares180
Event2026-03-31
Filed2026-04-21
HLN
Haleon PLC ADR
New
Shares70
Event2026-03-31
Filed2026-04-21
GT
Goodyear Tire & Rubr Co Com
0.00%
Shares105
Event2026-03-31
Filed2026-04-21
Lucid Group Inc
Lucid Group Inc
0.00%
Shares50
Event2026-03-31
Filed2026-04-21
NLOP
Net Lease Office Properties
0.00%
Shares27
Event2026-03-31
Filed2026-04-21
Canopy Growth Corp COMMON
Canopy Growth Corp COMMON
0.00%
Shares33
Event2026-03-31
Filed2026-04-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
FIRST UNITED BANK & TRUST Institutional Holdings, Portfolio & P&L β€” TradeFomo