$806 Million is the total value of UNITED BANK's 277 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 12.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HUBB | Sell | HUBBELL INC | $104,827,703 | -15.8% | 286,822 | -4.4% | 13.01% | -12.5% |
| EMXC | Buy | ISHARES | $39,392,215 | +5.9% | 665,409 | +2.9% | 4.89% | +10.0% |
| MSFT | Sell | MICROSOFT | $39,322,221 | +3.2% | 87,979 | -2.9% | 4.88% | +7.3% |
| IJR | Buy | ISHARES | $38,768,240 | -2.4% | 363,475 | +1.1% | 4.81% | +1.5% |
| AAPL | Sell | APPLE INC | $35,042,954 | +9.6% | 166,380 | -10.8% | 4.35% | +13.9% |
| IGSB | Buy | ISHARES | $26,794,476 | +0.6% | 522,921 | +0.7% | 3.32% | +4.6% |
| UBSI | Buy | UNITED BANKSHARES INC | $24,676,200 | -5.0% | 760,672 | +4.8% | 3.06% | -1.2% |
| SUB | Buy | ISHARES | $20,807,956 | +14.5% | 199,024 | +14.7% | 2.58% | +19.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $20,805,880 | +1.0% | 102,867 | -0.0% | 2.58% | +5.0% |
| IRM | Sell | IRON MOUNTAIN INC | $19,789,886 | +0.1% | 220,820 | -10.4% | 2.46% | +4.1% |
| CVX | Sell | CHEVRON CORPORATION | $18,605,377 | -4.3% | 118,945 | -3.5% | 2.31% | -0.5% |
| PG | Sell | PROCTER & GAMBLE CO | $16,717,609 | -4.4% | 101,368 | -5.9% | 2.07% | -0.6% |
| AMGN | Sell | AMGEN INC | $16,690,151 | +2.9% | 53,417 | -6.4% | 2.07% | +6.9% |
| WM | Sell | WASTE MANAGEMENT INC | $16,475,824 | -8.1% | 77,228 | -8.2% | 2.04% | -4.5% |
| DOV | Sell | DOVER CORP | $15,589,630 | -5.6% | 86,393 | -7.3% | 1.94% | -1.9% |
| GLW | Sell | CORNING INC | $15,427,572 | +12.4% | 397,106 | -4.7% | 1.91% | +16.8% |
| GD | Sell | GENERAL DYNAMICS CORP | $14,547,327 | -5.7% | 50,139 | -8.2% | 1.80% | -2.0% |
| TXN | Sell | TEXAS INSTRUMENTS INC | $14,410,978 | +4.5% | 74,081 | -6.4% | 1.79% | +8.7% |
| ABT | Sell | ABBOTT LABORATORIES | $14,222,480 | -13.0% | 136,873 | -4.8% | 1.76% | -9.5% |
| MCD | Sell | MCDONALDS CORP | $14,064,619 | -14.1% | 55,190 | -5.0% | 1.74% | -10.7% |
| CSCO | Sell | CISCO SYSTEMS INC | $13,933,503 | -8.5% | 293,275 | -3.8% | 1.73% | -4.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $13,832,591 | -11.7% | 94,640 | -4.4% | 1.72% | -8.2% |
| EOG | Sell | EOG RESOURCES INC | $13,764,131 | -7.8% | 109,352 | -6.4% | 1.71% | -4.2% |
| APD | Sell | AIR PRODS & CHEMS INC | $13,423,257 | +0.7% | 52,018 | -5.5% | 1.67% | +4.7% |
| PFE | Buy | PFIZER INC | $12,623,851 | +1.0% | 451,174 | +0.1% | 1.57% | +5.0% |
| CMI | Sell | CUMMINS INC | $12,242,808 | -8.7% | 44,209 | -2.9% | 1.52% | -5.1% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $12,203,953 | -3.4% | 89,158 | -6.1% | 1.51% | +0.4% |
| USB | Sell | US BANCORP | $11,960,517 | -15.0% | 301,272 | -4.3% | 1.48% | -11.7% |
| BLK | Sell | BLACKROCK INC. | $11,695,652 | -12.4% | 14,855 | -7.3% | 1.45% | -9.0% |
| TGT | Sell | TARGET CORP | $11,161,188 | -19.6% | 75,393 | -3.8% | 1.38% | -16.4% |
| UPS | Sell | UNITED PARCEL SERVICE INC | $11,065,156 | -10.0% | 80,856 | -2.3% | 1.37% | -6.5% |
| IVW | Sell | ISHARES | $9,691,068 | +7.4% | 104,723 | -2.0% | 1.20% | +11.7% |
| XOM | Sell | EXXON MOBIL CORP | $8,207,942 | -2.3% | 71,299 | -1.4% | 1.02% | +1.6% |
| VNQ | Sell | VANGUARD | $6,866,310 | -3.6% | 81,976 | -0.5% | 0.85% | +0.2% |
| SHV | Sell | ISHARES | $6,287,357 | -3.8% | 56,899 | -3.8% | 0.78% | 0.0% |
| VO | Sell | VANGUARD | $6,156,361 | -6.8% | 25,429 | -3.8% | 0.76% | -3.2% |
| KLAC | Sell | KLA CORPORATION | $4,832,454 | +8.8% | 5,861 | -7.8% | 0.60% | +13.2% |
| VB | Sell | VANGUARD | $4,541,774 | -5.4% | 20,830 | -0.8% | 0.56% | -1.6% |
| SPY | Buy | SPDR | $4,367,365 | +4.6% | 8,025 | +0.6% | 0.54% | +8.8% |
| VTI | VANGUARD | $4,280,160 | +2.9% | 16,000 | 0.0% | 0.53% | +7.1% | |
| AMZN | Sell | AMAZON.COM INC | $3,981,144 | +5.9% | 20,601 | -1.1% | 0.49% | +10.0% |
| VUG | VANGUARD | $3,918,129 | +8.7% | 10,476 | 0.0% | 0.49% | +13.0% | |
| EFA | Sell | ISHARES | $3,873,185 | -5.4% | 49,447 | -3.6% | 0.48% | -1.6% |
| VTV | Sell | VANGUARD | $3,616,445 | -2.3% | 22,545 | -0.8% | 0.45% | +1.6% |
| KO | Sell | COCA COLA CO | $3,504,887 | +3.7% | 55,065 | -0.4% | 0.44% | +7.7% |
| GOOGL | Buy | ALPHABET INC | $2,715,493 | +22.8% | 14,908 | +1.7% | 0.34% | +27.7% |
| NVDA | Buy | NVIDIA CORP | $2,528,617 | +60.9% | 20,468 | +1077.0% | 0.31% | +67.0% |
| IJK | ISHARES | $2,371,834 | -3.4% | 26,919 | 0.0% | 0.29% | +0.3% | |
| IJH | Sell | ISHARES | $2,021,808 | -4.0% | 34,549 | -0.4% | 0.25% | 0.0% |
| LLY | Sell | ELI LILLY & CO | $1,860,558 | -30.8% | 2,055 | -40.5% | 0.23% | -28.0% |
| GOOG | Buy | ALPHABET INC | $1,793,480 | +24.7% | 9,778 | +3.5% | 0.22% | +29.7% |
| FB | Buy | META PLATFORMS, INC. | $1,723,423 | +15.2% | 3,418 | +10.9% | 0.21% | +19.6% |
| V | Buy | VISA INC | $1,679,809 | -2.2% | 6,400 | +4.0% | 0.21% | +1.5% |
| BIV | VANGUARD | $1,666,228 | -0.7% | 22,249 | 0.0% | 0.21% | +3.5% | |
| ABBV | Buy | ABBVIE INC | $1,551,570 | -5.2% | 9,046 | +0.6% | 0.19% | -1.0% |
| TSLA | New | TESLA INC | $1,547,225 | – | 7,819 | +100.0% | 0.19% | – |
| HD | Sell | HOME DEPOT INC | $1,532,901 | -17.3% | 4,453 | -7.9% | 0.19% | -14.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,420,512 | -4.2% | 34,445 | -2.5% | 0.18% | -0.6% |
| HON | HONEYWELL INTL INC | $1,409,150 | +4.0% | 6,599 | 0.0% | 0.18% | +8.0% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC | $1,368,069 | +79.5% | 3,363 | +85.6% | 0.17% | +86.8% |
| AEP | AMERICAN ELECTRIC PWR INC | $1,329,875 | +1.9% | 15,157 | 0.0% | 0.16% | +5.8% | |
| VXUS | VANGUARD | $1,235,849 | 0.0% | 20,495 | 0.0% | 0.15% | +3.4% | |
| XLK | SPDR | $1,167,347 | +8.6% | 5,160 | 0.0% | 0.14% | +13.3% | |
| T | Sell | AT&T INC | $1,169,819 | +6.5% | 61,215 | -1.9% | 0.14% | +10.7% |
| ORCL | Sell | ORACLE CORP | $1,106,302 | +11.0% | 7,835 | -1.3% | 0.14% | +15.1% |
| IWF | ISHARES | $1,068,015 | +8.1% | 2,930 | 0.0% | 0.13% | +12.7% | |
| SO | Buy | SOUTHERN CO | $1,062,709 | +8.9% | 13,700 | +0.7% | 0.13% | +13.8% |
| VBK | Sell | VANGUARD | $1,058,050 | -9.0% | 4,230 | -5.1% | 0.13% | -5.8% |
| MDY | Sell | SPDR | $1,030,029 | -13.0% | 1,925 | -9.5% | 0.13% | -9.2% |
| TFC | TRUIST FINANCIAL CORP | $1,024,746 | -0.3% | 26,377 | 0.0% | 0.13% | +3.3% | |
| DUK | DUKE ENERGY CORP | $946,672 | +3.6% | 9,445 | 0.0% | 0.12% | +7.3% | |
| IWR | ISHARES | $918,231 | -3.6% | 11,325 | 0.0% | 0.11% | 0.0% | |
| PEP | Sell | PEPSICO INC | $907,775 | -6.6% | 5,504 | -0.8% | 0.11% | -2.6% |
| BSV | VANGUARD | $846,308 | +0.0% | 11,034 | 0.0% | 0.10% | +4.0% | |
| WMT | Sell | WALMART | $801,957 | +4.5% | 11,844 | -7.2% | 0.10% | +8.7% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $801,445 | -23.5% | 19,298 | -0.2% | 0.10% | -20.8% |
| LOW | Buy | LOWE'S COMPANIES INC | $799,829 | -13.1% | 3,628 | +0.4% | 0.10% | -10.0% |
| DIA | SPDR | $760,357 | -1.7% | 1,944 | 0.0% | 0.09% | +2.2% | |
| RSG | Sell | REPUBLIC SERVICES INC | $645,792 | -0.8% | 3,323 | -2.3% | 0.08% | +2.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC | $640,881 | -5.1% | 2,685 | -0.7% | 0.08% | -1.2% |
| DE | Sell | DEERE & CO | $620,226 | -12.0% | 1,660 | -3.2% | 0.08% | -8.3% |
| BRKA | BERKSHIRE HATHAWAY INC | $612,241 | -3.5% | 1 | 0.0% | 0.08% | 0.0% | |
| MMM | 3M CO | $600,468 | -3.7% | 5,876 | 0.0% | 0.08% | +1.4% | |
| VV | Sell | VANGUARD | $585,858 | -11.4% | 2,347 | -14.9% | 0.07% | -7.6% |
| NEE | Sell | NEXTERA ENERGY INC | $582,058 | +10.2% | 8,220 | -0.5% | 0.07% | +14.3% |
| MRK | Sell | MERCK & CO INC | $571,461 | -9.4% | 4,616 | -3.5% | 0.07% | -5.3% |
| IWM | Buy | ISHARES | $566,266 | -1.8% | 2,791 | +1.8% | 0.07% | +1.4% |
| D | Sell | DOMINION ENERGY INC. | $556,346 | -3.6% | 11,354 | -3.2% | 0.07% | 0.0% |
| IVV | Sell | ISHARES | $545,041 | +1.0% | 996 | -2.9% | 0.07% | +6.2% |
| IWV | ISHARES | $546,346 | +2.9% | 1,770 | 0.0% | 0.07% | +7.9% | |
| ED | CONSOLIDATED EDISON INC | $523,107 | -1.5% | 5,850 | 0.0% | 0.06% | +3.2% | |
| MO | ALTRIA GROUP INC | $526,467 | +4.4% | 11,558 | 0.0% | 0.06% | +8.3% | |
| CMCSA | Sell | COMCAST CORP | $516,089 | -14.9% | 13,179 | -5.7% | 0.06% | -11.1% |
| CAT | Sell | CATERPILLAR INC. | $512,974 | -13.7% | 1,540 | -5.1% | 0.06% | -9.9% |
| PANW | Buy | PALO ALTO NETWORKS INC | $474,275 | +28.4% | 1,399 | +7.6% | 0.06% | +34.1% |
| ALL | ALLSTATE CORP | $478,980 | -7.7% | 3,000 | 0.0% | 0.06% | -4.8% | |
| COST | Sell | COSTCO WHOLESALE CORP | $447,944 | -5.5% | 527 | -18.5% | 0.06% | -1.8% |
| YUM | Sell | YUM! BRANDS INC | $423,872 | -8.7% | 3,200 | -4.5% | 0.05% | -3.6% |
| Buy | GE AEROSPACE | $422,701 | -7.5% | 2,659 | +2.2% | 0.05% | -5.5% | |
| MA | Buy | MASTERCARD INC | $414,689 | -6.7% | 940 | +1.8% | 0.05% | -3.8% |
| GRMN | GARMIN LTDforeign stock | $407,300 | +9.4% | 2,500 | 0.0% | 0.05% | +15.9% | |
| IEFA | Buy | ISHARES | $393,418 | -1.0% | 5,416 | +1.1% | 0.05% | +4.3% |
| BKNG | Buy | BOOKING HOLDINGS INC. | $352,576 | +11.7% | 89 | +2.3% | 0.04% | +15.8% |
| BAC | Buy | BANK OF AMERICA CORP | $322,853 | +6.1% | 8,118 | +1.1% | 0.04% | +11.1% |
| GIS | GENERAL MILLS INC | $322,626 | -9.6% | 5,100 | 0.0% | 0.04% | -7.0% | |
| MUB | ISHARES | $326,256 | -1.0% | 3,062 | 0.0% | 0.04% | +2.6% | |
| NFLX | Sell | NETFLIX INC. | $317,193 | -3.8% | 470 | -13.4% | 0.04% | 0.0% |
| ADBE | Buy | ADOBE INC | $314,992 | +17.1% | 567 | +6.4% | 0.04% | +21.9% |
| UNP | Buy | UNION PACIFIC | $307,714 | -2.6% | 1,360 | +5.9% | 0.04% | 0.0% |
| DVY | Buy | ISHARES | $302,329 | +2.3% | 2,499 | +4.2% | 0.04% | +8.6% |
| ROK | ROCKWELL AUTOMATION INC. | $306,937 | -5.5% | 1,115 | 0.0% | 0.04% | -2.6% | |
| XYL | XYLEM INC | $298,386 | +4.9% | 2,200 | 0.0% | 0.04% | +8.8% | |
| FNB | FNB CORP | $299,592 | -3.0% | 21,900 | 0.0% | 0.04% | 0.0% | |
| PFF | ISHARES | $293,825 | -2.1% | 9,313 | 0.0% | 0.04% | 0.0% | |
| AFL | AFLAC INC | $292,490 | +4.0% | 3,275 | 0.0% | 0.04% | +5.9% | |
| PJT | PJT PARTNERS INC - A | $288,660 | +14.5% | 2,675 | 0.0% | 0.04% | +20.0% | |
| NKE | NIKE INC | $275,553 | -19.8% | 3,656 | 0.0% | 0.03% | -17.1% | |
| TJX | Buy | TJX COS INC | $274,149 | +10.3% | 2,490 | +1.6% | 0.03% | +13.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $272,964 | +1.6% | 536 | -1.3% | 0.03% | +6.2% |
| DOW | Sell | DOW INC | $266,789 | -16.7% | 5,029 | -9.0% | 0.03% | -13.2% |
| GPC | GENUINE PARTS CO | $259,903 | -10.7% | 1,879 | 0.0% | 0.03% | -8.6% | |
| IBB | Sell | ISHARES | $261,892 | -13.6% | 1,908 | -13.6% | 0.03% | -11.1% |
| INTU | New | INTUIT INC | $260,912 | – | 397 | +100.0% | 0.03% | – |
| APP | New | APPLOVIN CORP-CLASS A | $249,660 | – | 3,000 | +100.0% | 0.03% | – |
| RTX | RTX CORP | $252,581 | +2.9% | 2,516 | 0.0% | 0.03% | +6.9% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $241,531 | +16.2% | 1,489 | +29.3% | 0.03% | +20.0% |
| QCOM | Sell | QUALCOMM INC. | $237,821 | -6.0% | 1,194 | -20.1% | 0.03% | 0.0% |
| WFC | WELLS FARGO & CO | $237,560 | +2.5% | 4,000 | 0.0% | 0.03% | +3.6% | |
| LINDE PLCforeign stock | $222,477 | -5.5% | 507 | 0.0% | 0.03% | 0.0% | ||
| VIG | Sell | VANGUARD | $225,449 | -2.2% | 1,235 | -2.1% | 0.03% | 0.0% |
| INTC | Sell | INTEL CORP | $218,866 | -62.6% | 7,067 | -46.7% | 0.03% | -61.4% |
| MU | New | MICRON TECHNOLOGY INC | $213,737 | – | 1,625 | +100.0% | 0.03% | – |
| PM | New | PHILIP MORRIS INTL INC | $217,759 | – | 2,149 | +100.0% | 0.03% | – |
| NSC | NORFOLK SOUTHERN CORP | $213,402 | -15.8% | 994 | 0.0% | 0.03% | -13.3% | |
| TRVI | Buy | TREVI THERAPEUTICS INC | $92,976 | -5.3% | 31,200 | +9.7% | 0.01% | 0.0% |
| LCTX | Buy | LINEAGE CELL | $51,861 | -16.6% | 52,000 | +23.8% | 0.01% | -14.3% |
| AUTL | AUTOLUS THERAPEUTICS PLCforeign stock | $40,020 | -45.5% | 11,500 | 0.0% | 0.01% | -44.4% | |
| CRDF | Buy | CARDIFF ONCOLOGY INC | $39,960 | -51.7% | 18,000 | +16.1% | 0.01% | -50.0% |
| BCAB | New | BIOATLA INC | $17,810 | – | 13,000 | +100.0% | 0.00% | – |
| VOR | Buy | VOR BIOPHARMA INC. | $15,300 | -40.8% | 15,300 | +40.4% | 0.00% | -33.3% |
| TALPHERA INC | $13,172 | -13.6% | 14,800 | 0.0% | 0.00% | 0.0% | ||
| PKTX | PROTOKINETIX INC | $506 | -49.5% | 50,600 | 0.0% | 0.00% | – | |
| AREC | Exit | AMERICAN RESOURCES CORP | $0 | – | -10,000 | -100.0% | -0.00% | – |
| VIRX | Exit | VIRACTA THERAPEUTICS INC | $0 | – | -25,200 | -100.0% | -0.00% | – |
| ACN | Exit | ACCENTUREforeign stock | $0 | – | -588 | -100.0% | -0.02% | – |
| ITW | Exit | ILLINOIS TOOL WORKS INC | $0 | – | -765 | -100.0% | -0.02% | – |
| MS | Exit | MORGAN STANLEY GROUP INC | $0 | – | -2,242 | -100.0% | -0.02% | – |
| VBR | Exit | VANGUARD | $0 | – | -1,168 | -100.0% | -0.03% | – |
| QQQ | Exit | INVESCO | $0 | – | -515 | -100.0% | -0.03% | – |
| SUSA | Exit | ISHARES | $0 | – | -2,165 | -100.0% | -0.03% | – |
| EPAM | Exit | EPAM SYSTEMS INC | $0 | – | -840 | -100.0% | -0.03% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -1,838 | -100.0% | -0.03% | – |
| VCSH | Exit | VANGUARD | $0 | – | -3,195 | -100.0% | -0.03% | – |
| ESGV | Exit | VANGUARD | $0 | – | -2,720 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
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.