$215 Million is the total value of FIRST UNITED BANK & TRUST's 154 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 4.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ UNIT SERIES 1exchange traded index funds | $13,984,472 | -2.2% | 39,035 | +0.8% | 6.50% | +2.4% |
| VTV | Buy | VANGUARD VALUE ETFexchange traded index funds | $10,704,459 | -2.0% | 77,609 | +0.9% | 4.98% | +2.6% |
| AAPL | Sell | APPLE INC COM | $9,694,676 | -13.5% | 56,625 | -2.0% | 4.51% | -9.4% |
| VUG | Sell | VANGUARD GROWTH ETFexchange traded index funds | $6,509,822 | -9.2% | 23,907 | -5.6% | 3.03% | -4.9% |
| VOO | Sell | VANGUARD INDEX FDS S&P 500 ETF SHSexchange traded index funds | $6,454,781 | -6.2% | 16,437 | -2.7% | 3.00% | -1.7% |
| MSFT | Sell | MICROSOFT CORP COM | $6,285,242 | -7.8% | 19,906 | -0.5% | 2.92% | -3.4% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFexchange traded index funds | $5,782,288 | -9.7% | 53,720 | -4.9% | 2.69% | -5.4% |
| ESG | Sell | FLEXSHARES STOXX US ESG IMPACT INDEXexchange traded index funds | $4,252,367 | -3.4% | 40,353 | -1.0% | 1.98% | +1.1% |
| VOT | Sell | VANGUARD INDEX FDS MCAP GR IDXVIPexchange traded index funds | $3,749,152 | -7.2% | 19,250 | -2.0% | 1.74% | -2.8% |
| IEFA | Sell | ISHARES TR CORE MSCI EAFE ETFexchange traded index funds | $3,542,080 | -5.8% | 55,045 | -1.2% | 1.65% | -1.4% |
| DHR | Sell | DANAHER CORP DEL COM | $3,516,762 | +0.4% | 14,175 | -2.9% | 1.64% | +5.1% |
| LOW | Sell | LOWES COS INC COM | $3,376,683 | -11.0% | 16,247 | -3.3% | 1.57% | -6.8% |
| VOE | Sell | VANGUARD INDEX FDS MCAP VL IDXVIPexchange traded index funds | $3,367,548 | -6.7% | 25,715 | -1.4% | 1.57% | -2.2% |
| GOOGL | Buy | ALPHABET INC | $3,335,430 | +10.1% | 25,489 | +0.8% | 1.55% | +15.4% |
| SPY | Sell | SPDR S&P 500 INDEXexchange traded index funds | $3,158,110 | -5.1% | 7,388 | -1.6% | 1.47% | -0.6% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHTexchange traded index funds | $3,024,330 | +14.3% | 21,345 | +20.7% | 1.41% | +19.7% |
| ERIE | ERIE INDTY CO CL A | $2,937,800 | +39.9% | 10,000 | 0.0% | 1.37% | +46.5% | |
| IVV | Sell | ISHARES CORE S&P 500 ETFexchange traded index funds | $2,891,279 | -6.6% | 6,733 | -3.1% | 1.34% | -2.2% |
| MCD | Sell | MCDONALDS CORP COM | $2,880,084 | -12.9% | 10,933 | -1.4% | 1.34% | -8.8% |
| VO | Buy | VANGUARD MID-CAP ETFexchange traded index funds | $2,857,390 | -3.2% | 13,722 | +2.3% | 1.33% | +1.3% |
| JPM | Sell | J P MORGAN CHASE & CO | $2,832,118 | -2.0% | 19,530 | -1.7% | 1.32% | +2.7% |
| CSX | Buy | CSX CORP COM | $2,790,669 | -1.3% | 90,755 | +9.4% | 1.30% | +3.3% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $2,705,751 | -7.2% | 17,373 | -1.4% | 1.26% | -2.8% |
| SPGP | Buy | INVESCO S&P 500 GARP ETFexchange traded index funds | $2,663,184 | +27.0% | 29,189 | +26.4% | 1.24% | +33.1% |
| CVX | Sell | CHEVRONTEXACO | $2,632,877 | +6.8% | 15,615 | -0.4% | 1.22% | +11.9% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFexchange traded index funds | $2,570,154 | -5.8% | 9,663 | -2.6% | 1.20% | -1.3% |
| ANET | Buy | ARISTA NETWORKS INC COM | $2,520,726 | +14.7% | 13,705 | +1.0% | 1.17% | +20.2% |
| PEP | Sell | PEPSICO INC COM | $2,431,679 | -10.7% | 14,352 | -2.4% | 1.13% | -6.5% |
| PG | Sell | PROCTER & GAMBLE CO COM | $2,414,608 | -5.5% | 16,555 | -1.7% | 1.12% | -1.1% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. COM | $2,375,170 | -13.8% | 30,436 | -1.1% | 1.10% | -9.7% |
| HON | Buy | HONEYWELL INTL INC COM | $2,358,994 | -10.4% | 12,770 | +0.6% | 1.10% | -6.2% |
| VB | Buy | VANGUARD INDEX FDS SMALL CP ETFexchange traded index funds | $2,190,477 | -3.5% | 11,586 | +1.5% | 1.02% | +1.1% |
| IWR | Sell | ISHARES RUSSELL MID-CAP ETFexchange traded index funds | $2,172,987 | -9.3% | 31,379 | -4.3% | 1.01% | -5.0% |
| IEMG | Sell | ISHARES IN CORE MSCI EMERGING MKTSexchange traded index funds | $2,121,069 | -9.3% | 44,571 | -6.0% | 0.99% | -5.0% |
| MA | Sell | MASTERCARD INC | $1,987,780 | -0.0% | 5,021 | -0.7% | 0.92% | +4.8% |
| IYW | Sell | ISHARES DOW JONES US TECHNOLOGYexchange traded sector funds | $1,947,301 | -5.0% | 18,560 | -1.4% | 0.91% | -0.4% |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $1,892,859 | -3.4% | 15,418 | -0.9% | 0.88% | +1.3% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE ETFexchange traded index funds | $1,894,763 | -7.1% | 11,881 | -3.6% | 0.88% | -2.8% |
| NVDA | Buy | NVIDIA CORP | $1,754,240 | +6.2% | 4,033 | +3.3% | 0.82% | +11.2% |
| ABT | Sell | ABBOTT LABS COM | $1,724,838 | -12.8% | 17,810 | -1.9% | 0.80% | -8.8% |
| CSCO | Sell | CISCO SYS INC COM | $1,716,836 | +1.1% | 31,942 | -2.7% | 0.80% | +5.8% |
| AMGN | Sell | AMGEN INC COM | $1,699,844 | +20.1% | 6,325 | -0.8% | 0.79% | +25.8% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,535,487 | +0.1% | 2,718 | -4.6% | 0.71% | +4.8% |
| AMZN | Buy | AMAZON COM INC COM | $1,521,587 | +7.7% | 11,970 | +10.4% | 0.71% | +12.7% |
| FLOT | Sell | ISHARES FLOATING RATE BONDexchange traded bond funds | $1,430,372 | -18.5% | 28,113 | -18.7% | 0.66% | -14.7% |
| BND | Sell | VANGUARD BOND INDEX FUND INCTOTAL BD MARKETexchange traded bond funds | $1,406,078 | -9.6% | 20,151 | -5.8% | 0.65% | -5.4% |
| FBND | Buy | FIDELTIY TOTAL BOND ETFexchange traded bond funds | $1,377,648 | +52.1% | 31,627 | +58.6% | 0.64% | +59.5% |
| BX | Sell | BLACKSTONE GROUP INC | $1,354,723 | +13.0% | 12,645 | -2.0% | 0.63% | +18.2% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,314,307 | -5.3% | 5,707 | +2.9% | 0.61% | -0.8% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO COM | $1,249,910 | -10.9% | 21,536 | -1.8% | 0.58% | -6.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $1,242,576 | -1.2% | 2,566 | -1.9% | 0.58% | +3.4% |
| FTNT | Buy | FORTINET INC COM | $1,226,991 | -20.5% | 20,910 | +2.4% | 0.57% | -16.6% |
| XOM | Buy | EXXON MOBIL CORP COM | $1,221,969 | +39.2% | 10,393 | +26.9% | 0.57% | +45.6% |
| VLO | Sell | VALERO ENERGY NEW | $1,213,981 | +18.3% | 8,567 | -2.1% | 0.56% | +23.9% |
| NUE | Buy | NUCOR CORP | $1,200,586 | +1.0% | 7,679 | +5.9% | 0.56% | +5.7% |
| MTB | Buy | M & T BANK CORP | $1,149,800 | +44.9% | 9,093 | +41.9% | 0.54% | +52.0% |
| HYD | Sell | VANECK VEC HIGH YLD MUN ETFexchange traded bond funds | $1,145,285 | -11.8% | 23,345 | -7.7% | 0.53% | -7.6% |
| XLK | Sell | SELECT SECTOR SPDR TR TECHNOLOGYexchange traded sector funds | $1,131,414 | -7.2% | 6,902 | -1.6% | 0.53% | -3.0% |
| VZ | Sell | VERIZON COMMUNICATIONS | $1,129,783 | -26.3% | 34,870 | -15.4% | 0.53% | -22.8% |
| BDX | Sell | BECTON DICKINSON AND COMPANY | $1,099,455 | -2.9% | 4,253 | -0.8% | 0.51% | +1.6% |
| ONEQ | Buy | FIDELITY NASDAQ CMPS IDX ETexchange traded index funds | $1,088,407 | +5.0% | 20,935 | +9.2% | 0.51% | +10.0% |
| BRKB | BERKSHIRE HATHAWAY B | $1,078,537 | +2.7% | 3,079 | 0.0% | 0.50% | +7.7% | |
| UPS | Sell | UNITED PARCEL SERVICES B | $1,072,795 | -13.7% | 6,883 | -0.7% | 0.50% | -9.6% |
| SO | Buy | SOUTHERN CO COM | $1,037,935 | -0.4% | 16,038 | +8.1% | 0.48% | +4.3% |
| DE | DEERE & COMPANY | $1,017,792 | -6.9% | 2,697 | 0.0% | 0.47% | -2.5% | |
| CMCSA | Buy | COMCAST CORP NEW CL A | $994,394 | +23.7% | 22,427 | +15.9% | 0.46% | +29.7% |
| GPC | Sell | GENUINE PARTS CO | $987,071 | -17.4% | 6,837 | -3.2% | 0.46% | -13.6% |
| ROK | ROCKWELL INTL CORP NEW AUTOMATION | $936,762 | -13.2% | 3,277 | 0.0% | 0.44% | -9.2% | |
| HD | Sell | HOME DEPOT INC COM | $875,321 | -4.8% | 2,897 | -2.1% | 0.41% | -0.2% |
| CRM | Buy | SALESFORCE COM INC | $847,982 | -1.8% | 4,182 | +2.3% | 0.39% | +2.9% |
| PPG | PPG INDS INC COM | $816,701 | -12.5% | 6,292 | 0.0% | 0.38% | -8.2% | |
| DIS | Sell | DISNEY WALT CO COM DISNEY | $783,692 | -16.8% | 9,670 | -8.4% | 0.36% | -12.9% |
| ISRG | Buy | INTUITUVE SURGICAL INC | $775,386 | -8.2% | 2,653 | +7.4% | 0.36% | -3.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COM | $775,534 | +0.4% | 7,543 | +11.2% | 0.36% | +5.2% |
| NEE | Sell | NEXTERA ENERGY INC | $727,978 | -23.1% | 12,708 | -0.4% | 0.34% | -19.5% |
| ZTS | Buy | ZOETIS INC CL A | $728,078 | +6.9% | 4,185 | +5.8% | 0.34% | +11.9% |
| PULS | Buy | PGIM ULTRA-SHORT BOND ETFexchange traded bond funds | $693,484 | +31.5% | 14,013 | +31.2% | 0.32% | +38.0% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFexchange traded index funds | $690,318 | -6.2% | 4,547 | -2.5% | 0.32% | -1.8% |
| ECL | Sell | ECOLAB INC | $667,264 | -15.0% | 3,939 | -6.3% | 0.31% | -11.2% |
| D | Sell | DOMINION NEW RES INC VA NEW | $652,635 | -22.6% | 14,615 | -10.2% | 0.30% | -18.7% |
| EOG | Buy | EOG RES INC | $642,529 | +11.8% | 5,069 | +0.9% | 0.30% | +17.3% |
| XLC | Buy | COMMUNICATION SERVICES SELECT SPDRexchange traded sector funds | $629,998 | +4.9% | 9,610 | +4.1% | 0.29% | +9.7% |
| VSGX | Buy | VANGUARD ESG INTL ETFexchange traded index funds | $603,731 | +6.1% | 11,972 | +11.7% | 0.28% | +11.1% |
| IWP | Sell | ISHARES RUSSELL MIDCAP GROWTH ETFexchange traded index funds | $604,636 | -8.6% | 6,619 | -3.3% | 0.28% | -4.4% |
| VBK | Sell | VANGUARD INDEX FDS SML CP GRW ETFexchange traded index funds | $603,513 | -6.9% | 2,818 | -0.2% | 0.28% | -2.4% |
| LLY | Sell | LILLY ELI & CO COM | $588,150 | +7.2% | 1,095 | -6.4% | 0.27% | +12.3% |
| GOOG | ALPHABET INC | $586,073 | +9.0% | 4,445 | 0.0% | 0.27% | +14.2% | |
| FTGC | Sell | FIRST TR GLOBAL TACTICAL CMexchange traded alternative fd | $585,528 | -19.8% | 24,397 | -23.9% | 0.27% | -16.0% |
| XLY | Sell | CONSUMER DISCRETIONARY SECTOR SPDRexchange traded sector funds | $585,148 | -5.3% | 3,635 | -0.1% | 0.27% | -1.1% |
| IGSB | Sell | ISHARES 1-3 YR CR BD ETFexchange traded bond funds | $567,585 | -23.1% | 11,391 | -22.6% | 0.26% | -19.5% |
| CME | Sell | CME GROUP INC | $546,576 | +3.5% | 2,730 | -4.2% | 0.25% | +8.5% |
| DOW | Sell | DOW INC COM | $515,998 | -3.8% | 10,009 | -0.7% | 0.24% | +0.8% |
| XLRE | Buy | SELECT SEC REAL ESTATEexchange traded sector funds | $508,940 | -3.1% | 14,944 | +7.2% | 0.24% | +1.7% |
| MRK | MERCK & CO INC COM | $508,567 | -10.8% | 4,940 | 0.0% | 0.24% | -6.3% | |
| EW | EDWARDS LIFESCIENCES CORP | $503,940 | -26.6% | 7,274 | 0.0% | 0.23% | -23.3% | |
| KO | Buy | COCA COLA CO COM | $503,615 | -7.0% | 8,998 | +0.0% | 0.23% | -2.9% |
| DLR | Buy | DIGITAL RLTY TR INC | $486,946 | +12.7% | 4,024 | +6.1% | 0.23% | +18.2% |
| PRU | Sell | PRUDENTIAL FINANCIAL INC | $482,952 | -7.0% | 5,090 | -13.5% | 0.22% | -2.6% |
| TSLA | Buy | TESLA INC COM | $454,147 | +12.3% | 1,815 | +17.5% | 0.21% | +17.2% |
| DG | Sell | DOLLAR GEN CORP NEW COM | $445,523 | -43.9% | 4,211 | -9.9% | 0.21% | -41.4% |
| OI | O-I GLASS INC COM | $442,946 | -21.6% | 26,492 | 0.0% | 0.21% | -17.9% | |
| MKC | Sell | MCCORMICK INC NON-VOTING | $439,986 | -16.9% | 5,818 | -4.2% | 0.20% | -12.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC COM | $436,117 | +3.3% | 865 | -1.5% | 0.20% | +8.6% |
| XLP | Sell | CONSUMER STAPLES SECTOR SPDRexchange traded sector funds | $431,698 | -13.7% | 6,274 | -7.0% | 0.20% | -9.5% |
| ABBV | Sell | ABBVIE INC | $428,843 | +4.6% | 2,877 | -5.4% | 0.20% | +9.3% |
| IWS | Sell | ISHARES RUSSELL MIDCAP VALUE ETFexchange traded index funds | $425,801 | -6.2% | 4,081 | -1.2% | 0.20% | -2.0% |
| FB | Buy | $421,479 | +10.3% | 1,404 | +5.4% | 0.20% | +15.3% | |
| IBM | INTERNATIONAL BUSINESS MACHSCOM | $415,006 | +4.9% | 2,958 | 0.0% | 0.19% | +9.7% | |
| AMT | Sell | AMERICAN TOWER CORP NEW COM | $403,186 | -28.9% | 2,452 | -16.2% | 0.19% | -25.4% |
| TIP | Buy | ISHARES TIPS BOND ETFexchange traded bond funds | $393,599 | +5.4% | 3,795 | +9.4% | 0.18% | +10.2% |
| DD | Sell | DUPONT DE NEMOURS INC | $383,400 | -2.5% | 5,141 | -6.6% | 0.18% | +1.7% |
| IYH | Sell | ISHARES DOW JONES US HEALTHCAREexchange traded sector funds | $380,246 | -8.9% | 1,408 | -5.5% | 0.18% | -4.3% |
| VEA | VANGUARD EUROPE PACIFIC ETFexchange traded index funds | $377,740 | -5.3% | 8,640 | 0.0% | 0.18% | -0.6% | |
| PFE | Sell | PFIZER INC COM | $363,262 | -11.4% | 10,955 | -2.0% | 0.17% | -7.1% |
| NEO | NEOGENOMICS INC COM NEW | $319,800 | -23.4% | 26,000 | 0.0% | 0.15% | -19.5% | |
| GENERAL ELECTRIC CO USD 0.06 | $310,422 | +0.6% | 2,808 | 0.0% | 0.14% | +5.1% | ||
| ADP | Sell | AUTOMATIC DATA PROCESSING | $310,103 | +8.3% | 1,289 | -1.1% | 0.14% | +13.4% |
| XLU | Sell | UTILITIES SECTOR SPDRexchange traded sector funds | $291,203 | -16.1% | 4,942 | -6.8% | 0.14% | -12.3% |
| PZA | Buy | INVESCO NATL AMT-FREE MUN BD ETFexchange traded bond funds | $280,858 | +2.3% | 12,680 | +9.0% | 0.13% | +7.4% |
| DBEU | DBX ETF TR XTRACK MSCI EURPexchange traded index funds | $282,199 | -2.2% | 7,965 | 0.0% | 0.13% | +2.3% | |
| XJH | Sell | ISHARES ESG S&P MID-CAP ETFexchange traded index funds | $273,078 | -8.1% | 8,065 | -3.3% | 0.13% | -3.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $273,266 | -12.7% | 3,797 | +18.8% | 0.13% | -8.6% |
| XLI | Sell | INDUSTRIAL SECTOR SPDRexchange traded sector funds | $268,851 | -9.0% | 2,652 | -3.6% | 0.12% | -4.6% |
| WM | WASTE MANAGEMENT INC | $263,718 | -12.1% | 1,730 | 0.0% | 0.12% | -7.5% | |
| DRI | DARDEN RESTAURANTS INC COM | $261,376 | -14.3% | 1,825 | 0.0% | 0.12% | -9.6% | |
| XLF | Sell | FINANCIAL SECTOR SPDRexchange traded sector funds | $256,355 | -4.7% | 7,731 | -3.1% | 0.12% | 0.0% |
| IYT | Sell | ISHARES TRANSPORTATION AVG ETFexchange traded index funds | $251,764 | -6.7% | 1,077 | -0.3% | 0.12% | -2.5% |
| MO | ALTRIA GROUP INC COM | $247,446 | -7.2% | 5,886 | 0.0% | 0.12% | -2.5% | |
| NUSC | Sell | NUVEEN ESG SMALL-CAP ETFexchange traded index funds | $243,823 | -8.5% | 7,005 | -2.8% | 0.11% | -4.2% |
| PM | Sell | PHILLIP MORRIS INTL, INC. | $232,553 | -6.2% | 2,512 | -1.1% | 0.11% | -1.8% |
| LMT | LOCKHEED MARTIN CORP | $224,099 | -11.2% | 548 | 0.0% | 0.10% | -7.1% | |
| UNP | Sell | UNION PAC CORP COM | $224,188 | -3.0% | 1,101 | -2.6% | 0.10% | +1.0% |
| ORCL | ORACLE CORP COM | $213,109 | -11.1% | 2,012 | 0.0% | 0.10% | -6.6% | |
| SHM | SPDR NUVEEN BARCLAYS SHT TRMexchange traded bond funds | $211,686 | -1.7% | 4,580 | 0.0% | 0.10% | +2.1% | |
| HWM | HOWMET AEROSPACE INC | $207,708 | -6.7% | 4,491 | 0.0% | 0.10% | -2.0% | |
| HYGV | New | FLEXSHARES TR HIG YLD VL ETFexchange traded bond funds | $204,190 | – | 5,137 | +100.0% | 0.10% | – |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGEexchange traded index funds | $204,649 | -4.9% | 611 | -2.4% | 0.10% | -1.0% |
| F | FORD MOTOR CO DEL | $194,198 | -17.9% | 15,636 | 0.0% | 0.09% | -14.3% | |
| T | Sell | AT&T INC COM | $175,476 | -7.2% | 11,683 | -1.4% | 0.08% | -2.4% |
| HBAN | HUNTINGTON BANCSHARES INC COM | $139,256 | -3.5% | 13,390 | 0.0% | 0.06% | +1.6% | |
| PGX | Exit | INVESCO PREFERRED ETFexchange traded bond funds | $0 | – | -13,964 | -100.0% | -0.07% | – |
| XLV | Exit | SELECT SECTOR SPDR TR SBI HEALTHCAREexchange traded sector funds | $0 | – | -1,525 | -100.0% | -0.09% | – |
| PHO | Exit | INVESCO WATER RES ETF TRUSTexchange traded sector funds | $0 | – | -3,713 | -100.0% | -0.09% | – |
| IJT | Exit | ISHARES S&P SMALLCAP 600/BARRA GROWTH INDEX FDexchange traded index funds | $0 | – | -1,860 | -100.0% | -0.10% | – |
| XLB | Exit | MATERIALS SECTOR SPDRexchange traded sector funds | $0 | – | -2,743 | -100.0% | -0.10% | – |
| SHY | Exit | BARCLAYS 1-3 YEAR TREASURY BONDexchange traded bond funds | $0 | – | -2,981 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 INDEX | 42 | Q3 2023 | 7.3% |
| ISHARES RUSSELL 1000 GROWTH ETF | 42 | Q3 2023 | 4.8% |
| ISHARES SELECT DIVIDEND ETF | 42 | Q3 2023 | 4.0% |
| DANAHER CORP DEL COM | 42 | Q3 2023 | 2.5% |
| ISHARES RUSSELL 1000 VALUE ETF | 42 | Q3 2023 | 4.2% |
| LOWES COS INC COM | 42 | Q3 2023 | 2.5% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.3% |
| ISHARES DOW JONES US TECHNOLOGY | 42 | Q3 2023 | 2.4% |
| HONEYWELL INTL INC COM | 42 | Q3 2023 | 1.9% |
| BRISTOL MYERS SQUIBB CO COM | 42 | Q3 2023 | 3.0% |
View FIRST UNITED BANK & TRUST's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| FIRST UNITED CORP/MD/ | January 25, 2021 | 194,223 | 2.8% |
View FIRST UNITED BANK & TRUST's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-20 |
| 13F-HR | 2021-10-14 |
View FIRST UNITED BANK & TRUST's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.