$73.1 Million is the total value of UNITED BANK's 94 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | New | ISHARES | $3,251,000 | – | 30,157 | +100.0% | 4.45% | – |
| VUG | New | VANGUARD | $2,257,000 | – | 22,503 | +100.0% | 3.09% | – |
| BXLT | New | BAXALTA INC | $1,428,000 | – | 45,310 | +100.0% | 1.96% | – |
| AGN | New | ALLERGAN PLCforeign stock | $554,000 | – | 2,039 | +100.0% | 0.76% | – |
| GILD | New | GILEAD SCIENCES INC | $549,000 | – | 5,594 | +100.0% | 0.75% | – |
| PANW | New | PALO ALTO NETWORKS INC | $406,000 | – | 2,360 | +100.0% | 0.56% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $403,000 | – | 6,812 | +100.0% | 0.55% | – |
| SHPG | New | SHIRE PLC | $401,000 | – | 1,956 | +100.0% | 0.55% | – |
| BIIB | New | BIOGEN INC | $373,000 | – | 1,279 | +100.0% | 0.51% | – |
| CELG | New | CELGENE CORP | $353,000 | – | 3,268 | +100.0% | 0.48% | – |
| MNKKQ | New | MALLINCKRODT PLC | $312,000 | – | 4,873 | +100.0% | 0.43% | – |
| ABBV | New | ABBVIE INC | $270,000 | – | 4,958 | +100.0% | 0.37% | – |
| FEYE | New | FIREEYE INC | $261,000 | – | 8,188 | +100.0% | 0.36% | – |
| GOOGL | New | GOOGLE INC | $210,000 | – | 330 | +100.0% | 0.29% | – |
| GOOG | New | GOOGLE INC | $204,000 | – | 335 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 16.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.2% |
| ABBOTT LABORATORIES | 42 | Q3 2023 | 5.5% |
| CHEVRON CORPORATION | 42 | Q3 2023 | 5.8% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 5.2% |
| MCDONALDS CORP | 42 | Q3 2023 | 4.9% |
| PROCTOR & GAMBLE CO | 42 | Q3 2023 | 8.0% |
| AT&T INC | 42 | Q3 2023 | 6.3% |
| UNITED PARCEL SERVICE INC | 42 | Q3 2023 | 5.4% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 5.3% |
View UNITED BANK's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
View UNITED BANK'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.