United Bank - Q3 2022 holdings

$150 Million is the total value of United Bank's 85 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .

 Value Shares↓ Weighting
IBM ExitINTERNATIONAL BUSINESS MACHS$0-1,588
-100.0%
-0.14%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-11-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Vanguard Real Estate Index Fund Etf28Q3 20236.9%
Apple INC CORP COMMON28Q3 20234.8%
Coca-cola CO CORP COMMON28Q3 20235.4%
Microsoft Corp COMMON28Q3 20233.6%
Alphabet INC CLASS A CORP COMMON28Q3 20233.4%
Technology Select Sector Spdr Fund Etf28Q3 20233.4%
JPMORGAN Chase & CO CORP COMMON28Q3 20233.3%
Ishares Trust S & P500/bar S&p 500 Growth Etf28Q3 20233.2%
ISHARES TR28Q3 20232.8%
Vanguard Value Index Fund Etf28Q3 20233.3%

View United Bank's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-10
13F-HR2024-02-13
13F-HR2023-10-27
13F-HR2023-08-07
13F-HR2023-05-12
13F-HR2023-02-10
13F-HR2022-11-10
13F-HR2022-08-05
13F-HR2022-05-09
13F-HR2022-02-11

View United Bank's complete filings history.

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