$161 Million is the total value of United Bank's 86 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CDW | New | CDW CORP | $769,000 | – | 4,881 | +100.0% | 0.48% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $473,000 | – | 16,153 | +100.0% | 0.29% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $224,000 | – | 1,588 | +100.0% | 0.14% | – |
| PMM | New | PUTNAM MANAGED MUN INCOME TR | $95,000 | – | 14,400 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Real Estate Index Fund Etf | 31 | Q2 2024 | 6.9% |
| Apple INC CORP COMMON | 31 | Q2 2024 | 4.8% |
| Microsoft Corp COMMON | 31 | Q2 2024 | 3.9% |
| Alphabet INC CLASS A CORP COMMON | 31 | Q2 2024 | 3.9% |
| Technology Select Sector Spdr Fund Etf | 31 | Q2 2024 | 3.9% |
| Coca-cola CO CORP COMMON | 31 | Q2 2024 | 5.4% |
| JPMORGAN Chase & CO CORP COMMON | 31 | Q2 2024 | 3.3% |
| Ishares Trust S & P500/bar S&p 500 Growth Etf | 31 | Q2 2024 | 3.2% |
| ISHARES TR | 31 | Q2 2024 | 2.8% |
| Vanguard Value Index Fund Etf | 31 | Q2 2024 | 3.3% |
View United Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-23 |
| 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 |
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.