$744 Million is the total value of UNITED BANK's 301 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 22.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | Sell | ISHARES | $64,559,000 | -2.3% | 571,418 | -6.1% | 8.68% | -4.3% |
| HUBB | Buy | HUBBELL INC | $57,075,000 | +15.3% | 305,476 | +15.3% | 7.67% | +12.9% |
| SCHP | Buy | SCHWAB | $45,120,000 | +75.4% | 721,812 | +71.6% | 6.07% | +71.7% |
| AAPL | Sell | APPLE INC | $33,854,000 | +5.8% | 247,185 | -5.6% | 4.55% | +3.6% |
| MSFT | Sell | MICROSOFT | $33,565,000 | +10.6% | 123,901 | -3.8% | 4.51% | +8.3% |
| UBSI | Sell | UNITED BANKSHARES INC | $30,077,000 | -7.5% | 824,059 | -2.2% | 4.04% | -9.4% |
| ABT | Sell | ABBOTT LABORATORIES | $18,778,000 | -5.3% | 161,978 | -2.1% | 2.52% | -7.3% |
| UNP | Buy | UNION PACIFIC | $17,760,000 | +0.8% | 80,750 | +1.0% | 2.39% | -1.3% |
| CVX | Buy | CHEVRON CORPORATION | $17,749,000 | +0.8% | 169,459 | +0.9% | 2.39% | -1.3% |
| CSCO | Sell | CISCO SYSTEMS INC | $17,636,000 | +1.6% | 332,766 | -0.9% | 2.37% | -0.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $17,420,000 | +0.6% | 105,738 | +0.3% | 2.34% | -1.5% |
| IRM | Sell | IRON MOUNTAIN INC | $16,577,000 | +13.1% | 391,700 | -1.1% | 2.23% | +10.7% |
| AMGN | Sell | AMGEN INC | $16,538,000 | -2.2% | 67,848 | -0.2% | 2.22% | -4.2% |
| MCD | Sell | MCDONALDS CORP | $16,512,000 | +2.6% | 71,481 | -0.5% | 2.22% | +0.4% |
| PG | Buy | PROCTER & GAMBLE CO | $16,401,000 | +0.4% | 121,557 | +0.7% | 2.20% | -1.7% |
| DOV | Sell | DOVER CORP | $16,376,000 | +6.1% | 108,738 | -3.4% | 2.20% | +3.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $16,259,000 | -10.2% | 104,533 | -12.1% | 2.19% | -12.1% |
| WM | Buy | WASTE MANAGEMENT INC | $15,678,000 | +9.5% | 111,894 | +0.8% | 2.11% | +7.2% |
| MRK | Buy | MERCK & CO INC | $15,426,000 | +3.5% | 198,359 | +2.6% | 2.07% | +1.3% |
| GLW | Sell | CORNING INC | $15,409,000 | -8.7% | 376,756 | -2.9% | 2.07% | -10.6% |
| USB | Sell | US BANCORP | $15,210,000 | +1.9% | 266,981 | -1.1% | 2.04% | -0.3% |
| EMR | Sell | EMERSON ELECTRIC CO | $15,166,000 | +5.0% | 157,589 | -1.6% | 2.04% | +2.7% |
| D | Buy | DOMINION ENERGY INC. | $13,933,000 | -0.2% | 189,384 | +3.0% | 1.87% | -2.3% |
| HRL | Buy | HORMEL FOODS CORP | $13,858,000 | +3.8% | 290,224 | +3.9% | 1.86% | +1.6% |
| CLX | Buy | CLOROX CO | $13,562,000 | -3.6% | 75,383 | +3.4% | 1.82% | -5.6% |
| VO | Sell | VANGUARD | $12,329,000 | +2.8% | 51,943 | -4.1% | 1.66% | +0.7% |
| CHD | CHURCH & DWIGHT INC | $9,490,000 | -2.4% | 111,357 | 0.0% | 1.28% | -4.5% | |
| KLAC | Buy | KLA CORPORATION | $5,586,000 | -0.9% | 17,229 | +1.0% | 0.75% | -3.0% |
| VTI | Sell | VANGUARD | $4,989,000 | +6.4% | 22,390 | -1.4% | 0.67% | +4.2% |
| XOM | Sell | EXXON MOBIL CORP | $4,630,000 | +6.6% | 73,400 | -5.6% | 0.62% | +4.5% |
| VUG | VANGUARD | $4,277,000 | +11.6% | 14,911 | 0.0% | 0.58% | +9.3% | |
| ALB | Sell | ALBEMARLE CORP | $3,869,000 | +14.4% | 22,967 | -0.8% | 0.52% | +12.1% |
| T | Sell | AT&T INC | $3,840,000 | -10.6% | 133,389 | -6.0% | 0.52% | -12.5% |
| SPY | Sell | SPDR | $3,743,000 | +7.7% | 8,744 | -0.3% | 0.50% | +5.5% |
| VTV | VANGUARD | $3,665,000 | +4.6% | 26,664 | 0.0% | 0.49% | +2.5% | |
| ESTC | ELASTIC NVforeign stock | $3,477,000 | +31.1% | 23,855 | 0.0% | 0.47% | +28.6% | |
| KO | Sell | COCA COLA CO | $3,397,000 | +1.9% | 62,770 | -0.8% | 0.46% | -0.2% |
| URI | UNITED RENTALS INC | $3,363,000 | -3.1% | 10,541 | 0.0% | 0.45% | -5.2% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,256,000 | -3.6% | 58,110 | +0.1% | 0.44% | -5.6% |
| PFE | Buy | PFIZER INC | $3,193,000 | +9.9% | 81,531 | +1.6% | 0.43% | +7.5% |
| AMZN | Sell | AMAZON.COM INC | $2,776,000 | +9.2% | 807 | -1.8% | 0.37% | +6.9% |
| IJH | Sell | ISHARES | $2,765,000 | -11.0% | 10,289 | -13.8% | 0.37% | -12.9% |
| TFC | TRUIST FINANCIAL CORP | $2,587,000 | -4.8% | 46,617 | 0.0% | 0.35% | -6.7% | |
| DIS | Sell | WALT DISNEY CO | $2,220,000 | -5.3% | 12,635 | -0.6% | 0.30% | -7.5% |
| AEP | Sell | AMERICAN ELECTRIC PWR INC | $2,177,000 | -5.4% | 25,737 | -5.3% | 0.29% | -7.3% |
| ABBV | Sell | ABBVIE INC | $2,107,000 | -2.3% | 18,705 | -6.2% | 0.28% | -4.4% |
| BIV | Sell | VANGUARD | $2,046,000 | -0.6% | 22,747 | -1.9% | 0.28% | -2.8% |
| GOOGL | Sell | ALPHABET INC | $2,042,000 | +14.6% | 836 | -3.2% | 0.28% | +12.2% |
| MMM | 3M CO | $2,040,000 | +3.1% | 10,270 | 0.0% | 0.27% | +0.7% | |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $2,016,000 | +5.2% | 30,163 | -0.6% | 0.27% | +3.0% |
| CMCSA | Sell | COMCAST CORP | $2,013,000 | -2.8% | 35,304 | -7.7% | 0.27% | -4.6% |
| VXUS | Sell | VANGUARD | $1,917,000 | +1.8% | 29,187 | -2.8% | 0.26% | -0.4% |
| NSC | NORFOLK SOUTHERN CORP | $1,901,000 | -1.1% | 7,162 | 0.0% | 0.26% | -3.0% | |
| CAT | CATERPILLAR INC. | $1,894,000 | -6.1% | 8,700 | 0.0% | 0.26% | -7.9% | |
| UPS | Buy | UNITED PARCEL SERVICE INC | $1,792,000 | +23.4% | 8,619 | +0.9% | 0.24% | +21.1% |
| VNQ | Sell | VANGUARD | $1,775,000 | -31.7% | 17,441 | -38.3% | 0.24% | -33.1% |
| HD | Sell | HOME DEPOT INC | $1,781,000 | +1.3% | 5,585 | -3.1% | 0.24% | -1.2% |
| TXN | TEXAS INSTRUMENTS INC | $1,670,000 | +1.8% | 8,685 | 0.0% | 0.22% | 0.0% | |
| V | Buy | VISA INC | $1,621,000 | +23.8% | 6,930 | +12.0% | 0.22% | +21.1% |
| HON | Sell | HONEYWELL INTL INC | $1,584,000 | -0.4% | 7,222 | -1.5% | 0.21% | -2.7% |
| MDY | SPDR | $1,566,000 | +3.2% | 3,189 | 0.0% | 0.21% | +1.4% | |
| FB | FACEBOOK INC | $1,465,000 | +18.0% | 4,213 | 0.0% | 0.20% | +15.9% | |
| INTC | Buy | INTEL CORP | $1,454,000 | -11.9% | 25,889 | +0.3% | 0.20% | -13.7% |
| GOOG | Buy | ALPHABET INC | $1,426,000 | +30.7% | 569 | +8.0% | 0.19% | +28.0% |
| LUV | New | SOUTHWEST AIRLINES CO | $1,403,000 | – | 26,430 | +100.0% | 0.19% | – |
| EFA | Sell | ISHARES | $1,245,000 | -0.6% | 15,785 | -4.4% | 0.17% | -2.9% |
| IWF | Sell | ISHARES | $1,222,000 | +9.9% | 4,502 | -1.6% | 0.16% | +7.2% |
| ARKK | Buy | ARK | $1,189,000 | +145.2% | 9,092 | +124.9% | 0.16% | +138.8% |
| PACB | New | PACIFIC BIOSCIENCES OF CALIFOR | $1,174,000 | – | 33,558 | +100.0% | 0.16% | – |
| DUK | Sell | DUKE ENERGY CORP | $1,136,000 | -3.5% | 11,508 | -5.6% | 0.15% | -5.6% |
| PNC | PNC FINANCIAL SERVICES GROUP | $1,088,000 | +8.8% | 5,701 | 0.0% | 0.15% | +6.6% | |
| VWO | Sell | VANGUARD | $1,081,000 | -32.3% | 19,910 | -35.1% | 0.14% | -33.8% |
| EEM | Sell | ISHARES | $1,005,000 | -11.3% | 18,222 | -14.2% | 0.14% | -13.5% |
| PKI | PERKINELMER INC | $988,000 | +20.3% | 6,400 | 0.0% | 0.13% | +17.7% | |
| PYPL | PAYPAL HOLDINGS INC | $991,000 | +20.0% | 3,400 | 0.0% | 0.13% | +17.7% | |
| APD | Sell | AIR PRODS & CHEMS INC | $981,000 | -19.7% | 3,414 | -21.4% | 0.13% | -21.4% |
| IWR | Sell | ISHARES | $960,000 | -53.1% | 12,120 | -56.2% | 0.13% | -54.1% |
| INTU | Buy | INTUIT INC | $950,000 | +29.8% | 1,939 | +1.5% | 0.13% | +26.7% |
| SO | Sell | SOUTHERN CO | $934,000 | -6.4% | 15,438 | -3.8% | 0.13% | -8.0% |
| PEP | Buy | PEPSICO INC | $927,000 | +7.5% | 6,253 | +2.6% | 0.12% | +5.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $914,000 | +12.0% | 10,715 | +1.5% | 0.12% | +9.8% |
| BSV | VANGUARD | $910,000 | 0.0% | 11,072 | 0.0% | 0.12% | -2.4% | |
| ITW | Buy | ILLINOIS TOOL WORKS INC | $888,000 | +1.4% | 3,971 | +0.5% | 0.12% | -0.8% |
| IWM | Sell | ISHARES | $855,000 | -49.0% | 3,726 | -50.9% | 0.12% | -50.0% |
| VB | VANGUARD | $830,000 | +5.2% | 3,686 | 0.0% | 0.11% | +3.7% | |
| LLY | Sell | ELI LILLY & CO | $821,000 | +16.5% | 3,581 | -5.0% | 0.11% | +13.4% |
| ACN | Sell | ACCENTUREforeign stock | $803,000 | -0.1% | 2,725 | -6.4% | 0.11% | -1.8% |
| LOW | Sell | LOWE'S COMPANIES INC | $785,000 | -23.6% | 4,050 | -25.0% | 0.11% | -24.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC | $790,000 | +6.3% | 3,977 | +0.9% | 0.11% | +3.9% |
| NEE | Sell | NEXTERA ENERGY INC | $767,000 | -3.0% | 10,460 | -0.0% | 0.10% | -5.5% |
| XLK | SPDR | $738,000 | +11.1% | 5,000 | 0.0% | 0.10% | +8.8% | |
| VV | VANGUARD | $730,000 | +8.3% | 3,636 | 0.0% | 0.10% | +5.4% | |
| XT | New | ISHARES | $712,000 | – | 11,250 | +100.0% | 0.10% | – |
| CONE | CYRUSONE INC | $708,000 | +5.7% | 9,900 | 0.0% | 0.10% | +3.3% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC | $696,000 | +4.5% | 2,506 | -3.8% | 0.09% | +3.3% |
| DIA | SPDR | $671,000 | +4.5% | 1,944 | 0.0% | 0.09% | +2.3% | |
| DE | DEERE & CO | $669,000 | -5.8% | 1,897 | 0.0% | 0.09% | -8.2% | |
| ORCL | ORACLE CORP | $649,000 | +10.9% | 8,335 | 0.0% | 0.09% | +8.8% | |
| WFG | WEST FRASER TIMBER CO LTDforeign stock | $615,000 | -0.6% | 8,586 | 0.0% | 0.08% | -2.4% | |
| GE | Buy | GENERAL ELECTRIC CO | $617,000 | +4.8% | 45,834 | +2.2% | 0.08% | +2.5% |
| ADBE | ADOBE INC | $586,000 | +23.4% | 1,000 | 0.0% | 0.08% | +21.5% | |
| TGT | Buy | TARGET CORP | $571,000 | +27.2% | 2,364 | +4.2% | 0.08% | +24.2% |
| NKE | Sell | NIKE INC | $564,000 | +11.0% | 3,656 | -4.3% | 0.08% | +8.6% |
| ARRY | New | ARRAY TECHNOLOGIES, INC. | $548,000 | – | 35,100 | +100.0% | 0.07% | – |
| IVW | ISHARES | $524,000 | +11.7% | 7,200 | 0.0% | 0.07% | +9.4% | |
| PM | Sell | PHILIP MORRIS INTL INC | $489,000 | -7.0% | 4,933 | -16.9% | 0.07% | -8.3% |
| WMT | Buy | WALMART | $472,000 | +7.0% | 3,350 | +3.1% | 0.06% | +3.3% |
| IWV | ISHARES | $453,000 | +7.9% | 1,770 | 0.0% | 0.06% | +5.2% | |
| CHTR | New | CHARTER COMMUNICATIONS INC | $444,000 | – | 616 | +100.0% | 0.06% | – |
| IBM | Sell | IBM CORP | $436,000 | -41.4% | 2,976 | -46.7% | 0.06% | -42.2% |
| CVS | Buy | CVS HEALTH CORPORATION | $426,000 | +21.7% | 5,095 | +9.7% | 0.06% | +18.8% |
| STZ | CONSTELLATION BRANDS INC | $421,000 | +2.7% | 1,800 | 0.0% | 0.06% | +1.8% | |
| BRKA | BERKSHIRE HATHAWAY INC | $419,000 | +8.5% | 1 | 0.0% | 0.06% | +5.7% | |
| MO | Sell | ALTRIA GROUP INC | $418,000 | -15.0% | 8,782 | -8.7% | 0.06% | -17.6% |
| ED | Sell | CONSOLIDATED EDISON INC | $420,000 | -32.8% | 5,850 | -29.9% | 0.06% | -34.9% |
| YUM | YUM! BRANDS INC | $417,000 | +6.4% | 3,625 | 0.0% | 0.06% | +3.7% | |
| EPAM | EPAM SYSTEMS INC | $409,000 | +29.0% | 800 | 0.0% | 0.06% | +25.0% | |
| CARR | Sell | CARRIER GLOBAL CORP | $402,000 | +12.0% | 8,263 | -2.9% | 0.05% | +10.2% |
| ALL | ALLSTATE CORP | $391,000 | +13.3% | 3,000 | 0.0% | 0.05% | +12.8% | |
| RSG | REPUBLIC SERVICES INC | $387,000 | +10.9% | 3,516 | 0.0% | 0.05% | +8.3% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $366,000 | -5.4% | 968 | -7.6% | 0.05% | -7.5% |
| GRMN | GARMIN LTD | $362,000 | +9.7% | 2,500 | 0.0% | 0.05% | +8.9% | |
| IBB | ISHARES | $361,000 | +8.7% | 2,208 | 0.0% | 0.05% | +6.5% | |
| CSX | CSX CORP | $347,000 | -66.7% | 10,805 | 0.0% | 0.05% | -67.1% | |
| DOW | Sell | DOW INC | $352,000 | -3.6% | 5,575 | -2.3% | 0.05% | -6.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $338,000 | +16.2% | 4,131 | -2.8% | 0.04% | +12.5% |
| BAC | BANK OF AMERICA CORP | $331,000 | +6.8% | 8,026 | 0.0% | 0.04% | +4.7% | |
| TSM | New | TAIWAN SEMICONDUCTORS MAN CO LTDforeign stock | $336,000 | – | 2,795 | +100.0% | 0.04% | – |
| PFF | Buy | ISHARES | $327,000 | +42.2% | 8,313 | +38.6% | 0.04% | +37.5% |
| ROK | ROCKWELL AUTOMATION INC. | $319,000 | +7.8% | 1,115 | 0.0% | 0.04% | +4.9% | |
| MA | MASTERCARD INC | $320,000 | +2.9% | 875 | 0.0% | 0.04% | 0.0% | |
| NFLX | Sell | NETFLIX INC. | $318,000 | -12.9% | 602 | -14.0% | 0.04% | -14.0% |
| GIS | GENERAL MILLS INC | $311,000 | -0.6% | 5,100 | 0.0% | 0.04% | -2.3% | |
| MCHP | MICROCHIP TECHNOLOGY INC | $313,000 | -3.7% | 2,093 | 0.0% | 0.04% | -6.7% | |
| ABC | AMERISOURCEBERGEN CORP | $316,000 | -3.1% | 2,760 | 0.0% | 0.04% | -6.7% | |
| FDX | Buy | FEDEX CORP | $315,000 | +39.4% | 1,055 | +32.7% | 0.04% | +35.5% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $296,000 | +0.7% | 1,838 | 0.0% | 0.04% | 0.0% | |
| FCNCA | FIRST CITIZENS BANCSHARES INC | $292,000 | -0.3% | 351 | 0.0% | 0.04% | -2.5% | |
| DVY | ISHARES | $287,000 | +2.5% | 2,459 | 0.0% | 0.04% | +2.6% | |
| NVDA | New | NVIDIA CORP | $284,000 | – | 355 | +100.0% | 0.04% | – |
| SPGI | New | S & P GLOBAL INC | $274,000 | – | 668 | +100.0% | 0.04% | – |
| ASND | New | ASCENDIS PHARMA A/Sforeign stock | $277,000 | – | 2,102 | +100.0% | 0.04% | – |
| MDU | MDU RES GROUP INC | $268,000 | -0.7% | 8,538 | 0.0% | 0.04% | -2.7% | |
| MVBF | MVB FINANCIAL CORP | $267,000 | +26.5% | 6,250 | 0.0% | 0.04% | +24.1% | |
| FNB | FNB CORP | $270,000 | -2.9% | 21,900 | 0.0% | 0.04% | -5.3% | |
| AFL | AFLAC INC | $263,000 | +4.8% | 4,902 | 0.0% | 0.04% | +2.9% | |
| BX | BLACKSTONE GROUP INC | $262,000 | +30.3% | 2,700 | 0.0% | 0.04% | +25.0% | |
| TRV | TRAVELERS COMPANIES INC | $257,000 | -0.8% | 1,719 | 0.0% | 0.04% | -2.8% | |
| XYL | XYLEM INC | $264,000 | +14.3% | 2,200 | 0.0% | 0.04% | +9.4% | |
| PFBI | PREMIER FINANCIAL BANKCORP INC | $253,000 | -9.3% | 15,000 | 0.0% | 0.03% | -10.5% | |
| SBUX | STARBUCKS CORP | $251,000 | +2.4% | 2,245 | 0.0% | 0.03% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $244,000 | +17.3% | 1,475 | 0.0% | 0.03% | +13.8% | |
| AR | ANTERO RESOURCES CORP | $242,000 | +47.6% | 16,085 | 0.0% | 0.03% | +43.5% | |
| PANW | New | PALO ALTO NETWORKS INC | $239,000 | – | 645 | +100.0% | 0.03% | – |
| GPC | Buy | GENUINE PARTS CO | $238,000 | +15.0% | 1,879 | +4.9% | 0.03% | +14.3% |
| HRI | HERC HOLDINGS INC | $224,000 | +10.3% | 2,000 | 0.0% | 0.03% | +7.1% | |
| SCZ | ISHARES | $221,000 | +3.3% | 2,975 | 0.0% | 0.03% | +3.4% | |
| UNH | New | UNITEDHEALTH GROUP INC | $212,000 | – | 530 | +100.0% | 0.03% | – |
| WFC | Sell | WELLS FARGO & CO | $218,000 | -10.3% | 4,819 | -22.5% | 0.03% | -12.1% |
| ICE | New | INTERCONTINENTAL EXCHANGE INC | $207,000 | – | 1,746 | +100.0% | 0.03% | – |
| CP | New | CANADIAN PACIFIC RAILWAYforeign stock | $203,000 | – | 2,645 | +100.0% | 0.03% | – |
| New | LIGHTSPEED POS INC.foreign stock | $203,000 | – | 2,433 | +100.0% | 0.03% | – | |
| PKTX | Sell | PROTOKINETIX INC | $8,000 | -33.3% | 50,600 | -16.0% | 0.00% | -50.0% |
| CMI | Exit | CUMMINS INC | $0 | – | -779 | -100.0% | -0.03% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -1,504 | -100.0% | -0.03% | – |
| CRM | Exit | SALESFORCE.COM INC | $0 | – | -1,000 | -100.0% | -0.03% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -4,621 | -100.0% | -0.03% | – |
| MPC | Exit | MARATHON PETROLEUM | $0 | – | -4,054 | -100.0% | -0.03% | – |
| XLU | Exit | SPDR | $0 | – | -3,500 | -100.0% | -0.03% | – |
| DEO | Exit | DIAGEO PLCforeign stock | $0 | – | -1,357 | -100.0% | -0.03% | – |
| CDW | Exit | CDW CORPORATION OF DELAWARE | $0 | – | -1,400 | -100.0% | -0.03% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -3,149 | -100.0% | -0.04% | – |
| WBA | Exit | WALGREEN BOOTS ALLIANCE INC | $0 | – | -4,934 | -100.0% | -0.04% | – |
| TSLA | Exit | TESLA INC | $0 | – | -415 | -100.0% | -0.04% | – |
| OC | Exit | OWENS CORNING INC | $0 | – | -3,297 | -100.0% | -0.04% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -2,000 | -100.0% | -0.05% | – |
| RWR | Exit | SPDR | $0 | – | -4,250 | -100.0% | -0.06% | – |
| DON | Exit | WISDOMTREE | $0 | – | -10,084 | -100.0% | -0.06% | – |
| CME | Exit | CME GROUP INC | $0 | – | -2,100 | -100.0% | -0.06% | – |
| PDBC | Exit | INVESCO | $0 | – | -29,504 | -100.0% | -0.07% | – |
| HYG | Exit | ISHARES | $0 | – | -6,312 | -100.0% | -0.08% | – |
| VYM | Exit | VANGUARD | $0 | – | -8,653 | -100.0% | -0.12% | – |
| ITA | Exit | ISHARES | $0 | – | -8,600 | -100.0% | -0.12% | – |
| IEFA | Exit | ISHARES | $0 | – | -14,560 | -100.0% | -0.14% | – |
| DAL | Exit | DELTA AIR LINES | $0 | – | -33,920 | -100.0% | -0.22% | – |
| LQD | Exit | ISHARES | $0 | – | -21,409 | -100.0% | -0.38% | – |
| IWB | Exit | ISHARES | $0 | – | -14,139 | -100.0% | -0.44% | – |
| IEF | Exit | ISHARES | $0 | – | -58,303 | -100.0% | -0.90% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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 | 2024-02-07 |
| 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 |
| 13F-HR | 2021-10-21 |
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.