$0 is the total value of Unified Trust Company, N.A.'s 0 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | New | VANGUARD SMALL CAP ETFequities | $14,763,000 | – | 101,312 | +100.0% | 11.11% | – |
| AMZN | New | AMAZON.COM INCequities | $2,893,000 | – | 1,049 | +100.0% | 2.18% | – |
| CSCO | New | CISCO SYS INCequities | $224,000 | – | 4,822 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2021 | 4.6% |
| MICROSOFT | 12 | Q3 2021 | 3.7% |
| LINDE PLC | 12 | Q3 2021 | 3.6% |
| UNITEDHEALTH GROUP | 12 | Q3 2021 | 3.7% |
| JP MORGAN CHASE | 12 | Q3 2021 | 4.0% |
| JOHNSON & JOHNSON | 12 | Q3 2021 | 3.9% |
| HONEYWELL INTERNATIONAL INC | 12 | Q3 2021 | 3.4% |
| TJX COMPANIES | 12 | Q3 2021 | 3.5% |
| BAXTER INTL | 12 | Q3 2021 | 3.2% |
| NEXTERA ENERGY INC. | 12 | Q3 2021 | 3.4% |
View Unified Trust Company, N.A.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-23 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-28 |
| 13F-HR | 2021-01-20 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-04 |
| 13F-HR/A | 2020-05-12 |
| 13F-HR | 2020-05-07 |
| 13F-HR/A | 2020-01-27 |
| 13F-HR | 2020-01-24 |
View Unified Trust Company, N.A.'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.