The Analysis of United Bank's Holdings
Currently, United Bank holds 119 types of securities in its portfolio with a total value $287.8M. In the most recent quarter, they have increased their positions in XLRE (+42.1K shares, valued at $1.8M), NFRA (+18.7K shares, valued at $1.2M), NFLX (+914 shares, valued at $1.1M); decreased their positions in VNQ (-28.2K shares, valued at $2.6M), GOOGL (-1.4K shares, valued at $338.9K), TFC (-7.2K shares, valued at $328.3K); initiated new positions in XLRE (+42.1K shares, valued at $1.8M), VUG (+659 shares, valued at $316.1K), AVGO (+738 shares, valued at $243.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION69.2K shares3.75%2025-09-302025-11-12
AAPL APPLE INC47.1K shares2.96%2025-09-302025-11-12 GOOGL ALPHABET INC46.8K shares-2.89%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR38.4K shares4.98%2025-09-302025-11-12 MSFT MICROSOFT CORP20.8K shares1.94%2025-09-302025-11-12 HYGV FLEXSHARES TR242.2K shares4.06%2025-09-302025-11-12 NFRA FLEXSHARES TR158.1K shares13.38%2025-09-302025-11-12 AMZN AMAZON COM INC40.5K shares9.20%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.28.1K shares0.32%2025-09-302025-11-12 GUNR FLEXSHARES TR177.2K shares2.78%2025-09-302025-11-12 KO COCA COLA CO92.5K shares1.41%2025-09-302025-11-12 IVW ISHARES TR50.2K shares-3.67%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW6.1K shares4.24%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR202.5K shares3.49%2025-09-302025-11-12 META META PLATFORMS INC7.2K shares5.29%2025-09-302025-11-12 SO SOUTHERN CO55.5K shares-0.86%2025-09-302025-11-12 IJH ISHARES TR78.6K shares3.53%2025-09-302025-11-12 MA MASTERCARD INCORPORATED7.7K shares8.17%2025-09-302025-11-12 ORCL ORACLE CORP14.7K shares-2.21%2025-09-302025-11-12 ABT ABBOTT LABS30.7K shares5.75%2025-09-302025-11-12 IJR ISHARES TR34.1K shares3.63%2025-09-302025-11-12 VTV VANGUARD INDEX FDS21.3K shares-0.43%2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP11.1K shares5.38%2025-09-302025-11-12 QLV FLEXSHARES TR45.1K shares-2.82%2025-09-302025-11-12 LOW LOWES COS INC12.8K shares5.72%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR35.1K shares-2.12%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC14.4K shares0.58%2025-09-302025-11-12 TFC TRUIST FINL CORP62.4K shares-10.32%2025-09-302025-11-12 CRM SALESFORCE INC11.6K shares13.94%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR19.1K shares0.04%2025-09-302025-11-12 GD GENERAL DYNAMICS CORP7.8K shares-1.70%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC16.0K shares20.72%2025-09-302025-11-12 XOM EXXON MOBIL CORP22.9K shares4.74%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL5.1K shares-5.87%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO16.3K shares5.38%2025-09-302025-11-12 BX BLACKSTONE INC14.6K shares7.74%2025-09-302025-11-12 MCD MCDONALDS CORP8.1K shares0.48%2025-09-302025-11-12 TJX TJX COS INC NEW16.8K shares3.22%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON12.9K shares4.96%2025-09-302025-11-12 COR CENCORA INC7.3K shares4.37%2025-09-302025-11-12 CSCO CISCO SYS INC33.1K shares13.19%2025-09-302025-11-12 HON HONEYWELL INTL INC10.4K shares12.80%2025-09-302025-11-12 CAT CATERPILLAR INC4.5K shares11.12%2025-09-302025-11-12 LLY ELI LILLY & CO2.8K shares-1.89%2025-09-302025-11-12 RTX RTX CORPORATION11.8K shares16.13%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN11.5K shares5.84%2025-09-302025-11-12 CMG CHIPOTLE MEXICAN GRILL INC49.3K shares15.95%2025-09-302025-11-12 DIS DISNEY WALT CO16.5K shares6.96%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS20.3K shares-58.20%2025-09-302025-11-12 XLRE SELECT SECTOR SPDR TR42.1K sharesnew addition2025-09-302025-11-12 CVX CHEVRON CORP NEW11.4K shares3.15%2025-09-302025-11-12 MDLZ MONDELEZ INTL INC27.3K shares3.80%2025-09-302025-11-12 HD HOME DEPOT INC4.2K shares-3.08%2025-09-302025-11-12 DD DUPONT DE NEMOURS INC21.2K shares12.69%2025-09-302025-11-12 GSK GSK PLC38.1K shares7.89%2025-09-302025-11-12 ETN EATON CORP PLC4.2K shares9.91%2025-09-302025-11-12 ADBE ADOBE INC4.5K shares19.11%2025-09-302025-11-12 ADI ANALOG DEVICES INC6.4K shares1.71%2025-09-302025-11-12 NOW SERVICENOW INC1.7K shares12.57%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP16.5K shares2.68%2025-09-302025-11-12 PFE PFIZER INC60.7K shares4.57%2025-09-302025-11-12 C CITIGROUP INC14.8K shares29.79%2025-09-302025-11-12 PYPL PAYPAL HLDGS INC21.5K shares23.87%2025-09-302025-11-12 NFLX NETFLIX INC1.2K shares385.65%2025-09-302025-11-12 CMCSA COMCAST CORP NEW43.9K shares3.89%2025-09-302025-11-12 NEE NEXTERA ENERGY INC17.8K shares13.98%2025-09-302025-11-12 NKE NIKE INC18.9K shares10.72%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS4.7K shares-6.07%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC6.5K shares2.92%2025-09-302025-11-12 ZBH ZIMMER BIOMET HOLDINGS INC12.9K shares8.48%2025-09-302025-11-12 CARR CARRIER GLOBAL CORPORATION21.0K shares23.57%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW6.4K shares-1.22%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO26.8K shares6.48%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND4.7K shares28.52%2025-09-302025-11-12 BDX BECTON DICKINSON & CO5.5K shares7.36%2025-09-302025-11-12 GLD SPDR GOLD TR2.8K shares0.00%2025-09-302025-11-12 T AT&T INC35.0K shares-4.21%2025-09-302025-11-12 KKR KKR & CO INC7.5K shares30.08%2025-09-302025-11-12 DE DEERE & CO1.9K shares-12.08%2025-09-302025-11-12 INTU INTUIT1.3K shares35.52%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.4K shares0.00%2025-09-302025-11-12 SDY SPDR SERIES TRUST5.5K shares-2.24%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW6.1K shares0.08%2025-09-302025-11-12 WMT WALMART INC7.2K shares0.00%2025-09-302025-11-12 IVV ISHARES TR1.1K shares0.00%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR4.2K shares-3.15%2025-09-302025-11-12 GNR SPDR INDEX SHS FDS10.7K shares0.00%2025-09-302025-11-12 ACHR ARCHER AVIATION INC63.3K shares60.79%2025-09-302025-11-12 TSLA TESLA INC1.3K shares-11.16%2025-09-302025-11-12 BLK BLACKROCK INC406 shares-22.67%2025-09-302025-11-12 IDXX IDEXX LABS INC700 shares0.00%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC2.2K shares-6.34%2025-09-302025-11-12 V VISA INC1.3K shares0.00%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC9.7K shares24.28%2025-09-302025-11-12 GPN GLOBAL PMTS INC4.4K shares0.00%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR525 shares-3.85%2025-09-302025-11-12 FDL FIRST TR EXCHANGE-TRADED FD7.7K shares-1.40%2025-09-302025-11-12 INTC INTEL CORP9.7K shares6.40%2025-09-302025-11-12 MO ALTRIA GROUP INC4.9K shares1.37%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC1.9K shares0.00%2025-09-302025-11-12 VUG VANGUARD INDEX FDS659 sharesnew addition2025-09-302025-11-12 VOO VANGUARD INDEX FDS474 shares1.94%2025-09-302025-11-12 AGG ISHARES TR2.8K shares0.43%2025-09-302025-11-12 RF REGIONS FINANCIAL CORP NEW10.4K shares0.00%2025-09-302025-11-12 WFC WELLS FARGO CO NEW3.2K shares-1.91%2025-09-302025-11-12 AFL AFLAC INC2.4K shares0.00%2025-09-302025-11-12 CDW CDW CORP1.6K shares-36.92%2025-09-302025-11-12 MCHP MICROCHIP TECHNOLOGY INC.4.0K shares-4.82%2025-09-302025-11-12 ABBV ABBVIE INC1.1K shares-21.44%2025-09-302025-11-12 DAL DELTA AIR LINES INC DEL4.4K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC738 sharesnew addition2025-09-302025-11-12 FDX FEDEX CORP1.0K shares-47.65%2025-09-302025-11-12 PEP PEPSICO INC1.7K shares6.44%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC1.4K shares0.00%2025-09-302025-11-12 ED CONSOLIDATED EDISON INC2.2K shares0.00%2025-09-302025-11-12 ALL ALLSTATE CORP980 sharesnew addition2025-09-302025-11-12 PMM PUTNAM MANAGED MUN INCOME TR14.4K shares0.00%2025-09-302025-11-12 OXSQ OXFORD SQUARE CAP CORP17.5K shares0.00%2025-09-302025-11-12 SENS SENSEONICS HLDGS INC24.0K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available