| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SENS | Exit | SENSEONICS HLDGS INC | $0 | – | -24,000 | -100.0% | -0.01% | – |
| DISH | Exit | DISH NETWORK CORPORATIONcl a | $0 | – | -13,333 | -100.0% | -0.05% | – |
| PMM | Exit | PUTNAM MANAGED MUN INCOME TR | $0 | – | -14,400 | -100.0% | -0.05% | – |
| TSLA | Exit | TESLA INC | $0 | – | -948 | -100.0% | -0.14% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,875 | -100.0% | -0.16% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -630 | -100.0% | -0.16% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,785 | -100.0% | -0.17% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,231 | -100.0% | -0.18% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -2,474 | -100.0% | -0.18% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,886 | -100.0% | -0.19% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -6,148 | -100.0% | -0.20% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -863 | -100.0% | -0.22% | – |
| V | Exit | VISA INC | $0 | – | -1,630 | -100.0% | -0.22% | – |
| FDL | Exit | FIRST TR MORNINGSTAR DIVID L | $0 | – | -11,367 | -100.0% | -0.23% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -2,416 | -100.0% | -0.25% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,832 | -100.0% | -0.28% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -13,414 | -100.0% | -0.30% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -9,052 | -100.0% | -0.31% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,662 | -100.0% | -0.34% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -6,559 | -100.0% | -0.35% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -7,220 | -100.0% | -0.35% | – |
| BA | Exit | BOEING CO | $0 | – | -3,224 | -100.0% | -0.37% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -4,695 | -100.0% | -0.41% | – |
| T | Exit | AT&T INC | $0 | – | -47,953 | -100.0% | -0.43% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -1,117 | -100.0% | -0.43% | – |
| GNR | Exit | SPDR INDEX SHS FDSglb nat resrce | $0 | – | -13,147 | -100.0% | -0.44% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -10,172 | -100.0% | -0.45% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -3,049 | -100.0% | -0.47% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -4,770 | -100.0% | -0.47% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -14,042 | -100.0% | -0.49% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -8,045 | -100.0% | -0.51% | – |
| ABC | Exit | CENCORA INC | $0 | – | -4,753 | -100.0% | -0.51% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -1,701 | -100.0% | -0.52% | – |
| CDW | Exit | CDW CORP | $0 | – | -4,383 | -100.0% | -0.53% | – |
| Exit | GSK PLCsponsored adr | $0 | – | -26,848 | -100.0% | -0.58% | – | |
| BX | Exit | BLACKSTONE INC | $0 | – | -9,239 | -100.0% | -0.59% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -11,409 | -100.0% | -0.61% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -4,825 | -100.0% | -0.64% | – |
| PFE | Exit | PFIZER INC | $0 | – | -32,701 | -100.0% | -0.65% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -6,206 | -100.0% | -0.65% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -9,796 | -100.0% | -0.66% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -6,735 | -100.0% | -0.68% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -3,772 | -100.0% | -0.68% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -16,351 | -100.0% | -0.68% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -629 | -100.0% | -0.69% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -6,098 | -100.0% | -0.69% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -23,328 | -100.0% | -0.75% | – |
| XLI | Exit | SELECT SECTOR SPDR TRindl | $0 | – | -12,470 | -100.0% | -0.76% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -4,245 | -100.0% | -0.76% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -7,361 | -100.0% | -0.81% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -14,524 | -100.0% | -0.83% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -12,950 | -100.0% | -0.85% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -20,964 | -100.0% | -0.87% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -32,952 | -100.0% | -0.87% | – |
| DE | Exit | DEERE & CO | $0 | – | -3,911 | -100.0% | -0.88% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -7,835 | -100.0% | -0.92% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -4,552 | -100.0% | -0.95% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -6,873 | -100.0% | -0.96% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -6,344 | -100.0% | -1.00% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -8,583 | -100.0% | -1.04% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -13,143 | -100.0% | -1.15% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -9,730 | -100.0% | -1.21% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -71,961 | -100.0% | -1.23% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -3,856 | -100.0% | -1.24% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -17,701 | -100.0% | -1.24% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -37,619 | -100.0% | -1.46% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -6,179 | -100.0% | -1.46% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -25,319 | -100.0% | -1.47% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -27,936 | -100.0% | -1.58% | – |
| QLV | Exit | FLEXSHARES TRus qt lw vlty | $0 | – | -52,879 | -100.0% | -1.63% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -21,495 | -100.0% | -1.77% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -5,633 | -100.0% | -1.90% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -35,515 | -100.0% | -1.92% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -42,738 | -100.0% | -1.93% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -48,329 | -100.0% | -1.98% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -13,718 | -100.0% | -2.04% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -31,378 | -100.0% | -2.16% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -28,507 | -100.0% | -2.17% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -25,440 | -100.0% | -2.21% | – |
| KO | Exit | COCA COLA CO | $0 | – | -65,954 | -100.0% | -2.21% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -8,528 | -100.0% | -2.22% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -53,152 | -100.0% | -2.25% | – |
| NFRA | Exit | FLEXSHARES TRstoxx globr inf | $0 | – | -113,122 | -100.0% | -3.28% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -17,912 | -100.0% | -3.38% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -43,330 | -100.0% | -3.39% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -34,681 | -100.0% | -3.40% | – |
| AAPL | Exit | APPLE INC | $0 | – | -43,592 | -100.0% | -4.46% | – |
| HYGV | Exit | FLEXSHARES TRhig yld vl etf | $0 | – | -273,013 | -100.0% | -6.49% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -279,972 | -100.0% | -6.77% | – |
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.