$148 Million is the total value of United Bank's 84 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNC | PNC FINL SVCS GROUP INC | $469,000 | +8.6% | 2,460 | 0.0% | 0.32% | +4.3% | |
| GLD | SPDR GOLD TR | $446,000 | +3.7% | 2,691 | 0.0% | 0.30% | -0.7% | |
| AOS | SMITH A O CORP | $396,000 | +6.5% | 5,500 | 0.0% | 0.27% | +2.3% | |
| WMT | WALMART INC | $371,000 | +3.9% | 2,629 | 0.0% | 0.25% | -0.4% | |
| IVV | ISHARES TRcore s&p500 etf | $368,000 | +8.2% | 855 | 0.0% | 0.25% | +3.8% | |
| AGG | ISHARES TRcore us aggbd et | $316,000 | +1.3% | 2,739 | 0.0% | 0.21% | -2.7% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $231,000 | +7.9% | 540 | 0.0% | 0.16% | +4.0% | |
| BAC | BK OF AMERICA CORP | $217,000 | +6.4% | 5,266 | 0.0% | 0.15% | +2.1% | |
| SENS | SENSEONICS HLDGS INC | $92,000 | +46.0% | 24,000 | 0.0% | 0.06% | +40.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Real Estate Index Fund Etf | 28 | Q3 2023 | 6.9% |
| Apple INC CORP COMMON | 28 | Q3 2023 | 4.8% |
| Coca-cola CO CORP COMMON | 28 | Q3 2023 | 5.4% |
| Microsoft Corp COMMON | 28 | Q3 2023 | 3.6% |
| Alphabet INC CLASS A CORP COMMON | 28 | Q3 2023 | 3.4% |
| Technology Select Sector Spdr Fund Etf | 28 | Q3 2023 | 3.4% |
| JPMORGAN Chase & CO CORP COMMON | 28 | Q3 2023 | 3.3% |
| Ishares Trust S & P500/bar S&p 500 Growth Etf | 28 | Q3 2023 | 3.2% |
| ISHARES TR | 28 | Q3 2023 | 2.8% |
| Vanguard Value Index Fund Etf | 28 | Q3 2023 | 3.3% |
View United Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-09 |
| 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.