$783 Million is the total value of UNITED BANK's 292 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGSB | New | ISHARES | $43,175,566 | – | 854,285 | +100.0% | 5.52% | – |
| SUB | New | ISHARES | $25,381,239 | – | 242,465 | +100.0% | 3.24% | – |
| IJK | New | ISHARES | $781,890 | – | 10,934 | +100.0% | 0.10% | – |
| New | LINDE PLCforeign stock | $382,098 | – | 1,075 | +100.0% | 0.05% | – | |
| VBK | New | VANGUARD | $345,174 | – | 1,595 | +100.0% | 0.04% | – |
| QQQ | New | INVESCO | $215,665 | – | 672 | +100.0% | 0.03% | – |
| ARKK | New | ARK | $216,263 | – | 5,361 | +100.0% | 0.03% | – |
| NFLX | New | NETFLIX INC. | $204,523 | – | 592 | +100.0% | 0.03% | – |
| COST | New | COSTCO WHOLESALE CORP | $204,213 | – | 411 | +100.0% | 0.03% | – |
| OCUP | New | OCUPHIRE PHARMA INC | $44,250 | – | 11,800 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-01
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.