$97.4 Million is the total value of UNITED BANK's 95 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 19.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $6,855,000 | +29.9% | 47,714 | +4.7% | 7.04% | +9.8% |
| MSFT | Buy | MICROSOFT CORP | $4,413,000 | +17.8% | 67,009 | +11.2% | 4.53% | -0.4% |
| AMGN | Buy | AMGEN INC | $4,367,000 | +32.1% | 26,621 | +17.8% | 4.49% | +11.7% |
| MRK | Buy | MERCK & CO INC | $4,245,000 | +23.6% | 66,807 | +14.5% | 4.36% | +4.6% |
| ABT | Buy | ABBOTT LABORATORIES | $4,015,000 | +40.8% | 90,401 | +21.7% | 4.12% | +19.1% |
| CSCO | Buy | CISCO SYSTEMS INC | $4,001,000 | +29.9% | 118,377 | +16.1% | 4.11% | +9.8% |
| T | Buy | AT&T INC | $3,949,000 | +19.4% | 95,044 | +22.3% | 4.06% | +1.0% |
| DOW | Buy | DOW CHEMICAL COMPANY | $3,844,000 | +29.5% | 60,493 | +16.6% | 3.95% | +9.5% |
| UNP | Buy | UNION PACIFIC | $3,707,000 | +30.9% | 35,001 | +28.2% | 3.81% | +10.8% |
| IP | Buy | INTERNATIONAL PAPER COMPANY | $3,615,000 | +25.2% | 71,191 | +30.8% | 3.71% | +5.9% |
| CVX | Buy | CHEVRON CORPORATION | $3,549,000 | +9.1% | 33,050 | +19.6% | 3.64% | -7.7% |
| RTN | Buy | RAYTHEON | $3,488,000 | +37.5% | 22,872 | +28.1% | 3.58% | +16.3% |
| UPS | Buy | UNITED PARCEL SERVICE INC | $3,423,000 | +18.2% | 31,910 | +26.3% | 3.52% | 0.0% |
| QCOM | Buy | QUALCOMM INC. | $3,263,000 | +12.9% | 56,917 | +28.4% | 3.35% | -4.5% |
| F | Buy | FORD MOTOR | $3,019,000 | +36.6% | 259,383 | +42.4% | 3.10% | +15.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,781,000 | +29.1% | 20,552 | +37.2% | 2.86% | +9.2% |
| PG | Buy | PROCTER & GAMBLE CO | $2,673,000 | +42.5% | 29,757 | +33.4% | 2.75% | +20.5% |
| HFC | Buy | HOLLYFRONTIER CORP | $2,467,000 | +40.5% | 87,053 | +62.3% | 2.53% | +18.9% |
| ROK | Buy | ROCKWELL AUTOMATION INC. | $1,941,000 | +163.4% | 12,467 | +127.3% | 1.99% | +122.8% |
| GLW | New | CORNING INC | $1,890,000 | – | 69,987 | +100.0% | 1.94% | – |
| VO | Buy | VANGUARD | $1,574,000 | +10.0% | 11,307 | +4.0% | 1.62% | -7.0% |
| IJH | New | ISHARES | $376,000 | – | 2,196 | +100.0% | 0.39% | – |
| GOOGL | Buy | ALPHABET INC | $245,000 | +10.4% | 290 | +3.6% | 0.25% | -6.7% |
| JPM | New | JPMORGAN CHASE & CO | $213,000 | – | 2,422 | +100.0% | 0.22% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC | $200,000 | – | 1,200 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 16.1% |
| MICROSOFT CORP | 45 | Q2 2024 | 6.2% |
| ABBOTT LABORATORIES | 45 | Q2 2024 | 5.5% |
| CHEVRON CORPORATION | 45 | Q2 2024 | 5.8% |
| CISCO SYSTEMS INC | 45 | Q2 2024 | 5.2% |
| MCDONALDS CORP | 45 | Q2 2024 | 4.9% |
| PROCTOR & GAMBLE CO | 45 | Q2 2024 | 8.0% |
| AT&T INC | 45 | Q2 2024 | 6.3% |
| UNITED PARCEL SERVICE INC | 45 | Q2 2024 | 5.4% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 5.3% |
View UNITED BANK's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 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 |
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.