First United Bank & Trust Top Holdings and 13F Report (2025) About First United Bank & TrustInvestment ActivityFirst United Bank & Trust has $275.32 million in total holdings as of December 31, 2024.First United Bank & Trust owns shares of 377 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 3.97% of the portfolio was sold this quarter.This quarter, First United Bank & Trust has purchased 380 new stocks and bought additional shares in 51 stocks.First United Bank & Trust sold shares of 138 stocks and completely divested from 17 stocks this quarter.Largest Holdings Invesco QQQ $18,698,237Vanguard Value ETF $13,396,371Apple $9,835,246Vanguard Growth ETF $9,618,251Vanguard S&P 500 ETF $9,522,928 Largest New Holdings this Quarter Smurfit Westrock Plc Ordinary Shares $51,598 HoldingiShares iBonds Dec 2025 Term Corporate ETF $48,522 HoldingiShares iBonds Dec 2026 Term Corporate ETF $48,333 HoldingiShares iBonds Dec 2027 Term Corporate ETF $48,016 HoldingiShares iBonds Dec 2028 Term Corporate ETF $47,634 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 25,477 shares (about $1.14M)Invesco S&P 500 Equal Weight ETF 5,450 shares (about $955.00K)Vanguard Total Bond Market ETF 9,782 shares (about $703.42K)PGIM Ultra Short Bond ETF 13,175 shares (about $652.82K)FlexShares High Yield Value-Scored Bond Index Fund 14,895 shares (about $605.93K) Largest Sales this Quarter Invesco QQQ 1,232 shares (about $629.84K)FlexShares STOXX US ESG Select Index Fund 3,301 shares (about $454.82K)iShares Core MSCI Emerging Markets ETF 6,834 shares (about $356.87K)Fidelity NASDAQ Composite Index ETF 3,420 shares (about $260.13K)Vanguard ESG International Stock ETF 4,398 shares (about $249.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst United Bank & Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$18,698,237$629,835 ▼-3.3%36,5756.8%FinanceVTVVanguard Value ETF$13,396,371$43,679 ▲0.3%79,1284.9%ETFAAPLApple$9,835,246$149,000 ▼-1.5%39,2753.6%Computer and TechnologyVUGVanguard Growth ETF$9,618,251$98,506 ▼-1.0%23,4343.5%ETFVOOVanguard S&P 500 ETF$9,522,928$53,342 ▼-0.6%17,6743.5%ETFMSFTMicrosoft$7,298,694$51,423 ▼-0.7%17,3162.7%Computer and TechnologyDVYiShares Select Dividend ETF$7,291,453$244,856 ▲3.5%55,5372.6%ETFRSPInvesco S&P 500 Equal Weight ETF$6,166,344$955,004 ▲18.3%35,1902.2%ETFSPGPInvesco S&P 500 GARP ETF$5,127,688$355,333 ▲7.4%48,8911.9%ETFESGFlexShares STOXX US ESG Select Index Fund$4,797,622$454,823 ▼-8.7%34,8201.7%ETFVOTVanguard Mid-Cap Growth ETF$4,771,769$82,976 ▲1.8%18,8051.7%ETFVOVanguard Mid-Cap ETF$4,572,882$286,053 ▲6.7%17,3131.7%ETFGOOGLAlphabet$4,543,579$68,148 ▼-1.5%24,0021.7%Computer and TechnologyNVDANVIDIA$4,487,031$89,571 ▼-2.0%33,4131.6%Computer and TechnologyJPMJPMorgan Chase & Co.$4,364,639$27,327 ▼-0.6%18,2081.6%FinanceVOEVanguard Mid-Cap Value ETF$4,303,082$149,961 ▲3.6%26,6001.6%ETFERIEErie Indemnity$4,122,3000.0%10,0001.5%FinanceSPYSPDR S&P 500 ETF Trust$3,937,285$84,982 ▼-2.1%6,7181.4%FinanceIVViShares Core S&P 500 ETF$3,870,571$9,419 ▲0.2%6,5751.4%ETFVBVanguard Small-Cap ETF$3,870,190$154,500 ▲4.2%16,1071.4%ETFFBNDFidelity Total Bond ETF$3,655,155$1,143,153 ▲45.5%81,4611.3%ETFLOWLowe's Companies$3,537,138$88,848 ▼-2.5%14,3321.3%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$3,419,403$45,471 ▼-1.3%48,6541.2%ETFHYGVFlexShares High Yield Value-Scored Bond Index Fund$3,153,717$605,929 ▲23.8%77,5251.1%ETFIWFiShares Russell 1000 Growth ETF$3,148,387$54,615 ▼-1.7%7,8401.1%ETFMCDMcDonald's$2,963,256$42,904 ▼-1.4%10,2221.1%Retail/WholesaleDHRDanaher$2,850,552$32,596 ▼-1.1%12,4181.0%Multi-Sector ConglomeratesIYWiShares U.S. Technology ETF$2,788,888$22,652 ▼-0.8%17,4831.0%ManufacturingIWRiShares Russell Mid-Cap ETF$2,708,0460.0%30,6341.0%ETFHONHoneywell International$2,654,207$37,046 ▼-1.4%11,7501.0%Multi-Sector ConglomeratesAMZNAmazon.com$2,545,363$9,873 ▼-0.4%11,6020.9%Retail/WholesalePGProcter & Gamble$2,474,514$16,262 ▼-0.7%14,7600.9%Consumer StaplesVBRVanguard Small-Cap Value ETF$2,390,843$48,554 ▲2.1%12,0640.9%ETFPNCThe PNC Financial Services Group$2,383,433$3,471 ▼-0.1%12,3590.9%FinanceCOSTCostco Wholesale$2,347,484$26,572 ▼-1.1%2,5620.9%Retail/WholesaleCVXChevron$2,279,058$300,543 ▲15.2%15,7350.8%Oils/EnergyMAMastercard$2,247,928$43,705 ▼-1.9%4,2690.8%Business ServicesCSXCSX$2,226,468$41,306 ▼-1.8%68,9950.8%TransportationPULSPGIM Ultra Short Bond ETF$2,195,164$652,821 ▲42.3%44,3020.8%ETFBXBlackstone$2,155,595$30,691 ▼-1.4%12,5020.8%FinanceBNDVanguard Total Bond Market ETF$2,127,673$703,424 ▲49.4%29,5880.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,081,281$356,872 ▼-14.6%39,8560.8%ETFJNJJohnson & Johnson$2,064,595$106,874 ▼-4.9%14,2760.7%MedicalISRGIntuitive Surgical$1,927,598$27,142 ▲1.4%3,6930.7%MedicalFTNTFortinet$1,848,028$7,558 ▼-0.4%19,5600.7%Computer and TechnologyPEPPepsiCo$1,833,235$57,479 ▼-3.0%12,0560.7%Consumer StaplesABTAbbott Laboratories$1,801,729$27,712 ▼-1.5%15,9290.7%MedicalSOSouthern$1,748,560$68,408 ▲4.1%21,2410.6%UtilitiesMTBM&T Bank$1,616,886$29,518 ▼-1.8%8,6000.6%FinanceFLOTiShares Floating Rate Bond ETF$1,610,708$199,348 ▲14.1%31,6570.6%ETFMCHPMicrochip Technology$1,572,594$82,297 ▼-5.0%27,4210.6%Computer and TechnologyAMGNAmgen$1,526,830$104,256 ▼-6.4%5,8580.6%MedicalCRMSalesforce$1,517,524$25,075 ▲1.7%4,5390.6%Computer and TechnologyCSCOCisco Systems$1,445,427$72,934 ▼-4.8%24,4160.5%Computer and TechnologyIShares Bitcoin Trust$1,405,560$158,354 ▲12.7%26,4950.5%SHS BEN INTHYDVanEck High Yield Muni ETF$1,385,426$222,798 ▲19.2%26,6890.5%ETFITWIllinois Tool Works$1,368,463$5,071 ▼-0.4%5,3970.5%Industrial ProductsBRK.BBerkshire Hathaway$1,316,3260.0%2,9040.5%FinanceXLKTechnology Select Sector SPDR Fund$1,270,722$44,876 ▼-3.4%5,4650.5%ETFROPRoper Technologies$1,236,204$10,397 ▼-0.8%2,3780.4%Computer and TechnologyAMDAdvanced Micro Devices$1,194,976$3,503 ▼-0.3%9,8930.4%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$1,138,724$21,005 ▲1.9%4,0660.4%ETFVZVerizon Communications$1,087,368$50,947 ▼-4.5%27,1910.4%Computer and TechnologyHDHome Depot$1,043,661$7,780 ▼-0.7%2,6830.4%Retail/WholesaleXOMExxon Mobil$999,110$5,163 ▲0.5%9,2880.4%Oils/EnergyONEQFidelity NASDAQ Composite Index ETF$998,668$260,125 ▼-20.7%13,1300.4%ETFVLOValero Energy$993,837$7,478 ▼-0.7%8,1070.4%Oils/EnergyDLRDigital Realty Trust$903,319$89,020 ▲10.9%5,0940.3%FinanceBDXBecton, Dickinson and Company$901,581$20,418 ▼-2.2%3,9740.3%MedicalECLEcolab$873,779$1,406 ▲0.2%3,7290.3%Basic MaterialsIWPiShares Russell Mid-Cap Growth ETF$827,044$4,436 ▼-0.5%6,5250.3%ETFCMECME Group$813,966$24,384 ▲3.1%3,5050.3%FinanceWMTWalmart$810,168$37,224 ▲4.8%8,9670.3%Retail/WholesaleCMCSAComcast$800,289$36,854 ▼-4.4%21,3240.3%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$768,660$6,480 ▼-0.8%4,1520.3%ETFNOWServiceNow$765,406$267,150 ▲53.6%7220.3%Computer and TechnologyXJHiShares ESG Screened S&P Mid-Cap ETF$758,696$40,790 ▼-5.1%18,1350.3%ETFZTSZoetis$732,370$8,146 ▼-1.1%4,4950.3%MedicalNEENextEra Energy$727,008$14,696 ▼-2.0%10,1410.3%UtilitiesLLYEli Lilly and Company$722,592$37,828 ▼-5.0%9360.3%MedicalTSLATesla$717,2200.0%1,7760.3%Auto/Tires/TrucksIBMInternational Business Machines$714,008$5,496 ▼-0.8%3,2480.3%Computer and TechnologyDISWalt Disney$696,494$104,446 ▼-13.0%6,2550.3%Consumer DiscretionaryMETAMeta Platforms$682,7050.0%1,1660.2%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$649,595$33,883 ▼-5.0%6,7100.2%ETFGPCGenuine Parts$638,911$119,913 ▼-15.8%5,4720.2%Retail/WholesalePWRQuanta Services$625,463$250,944 ▲67.0%1,9790.2%ConstructionXLYConsumer Discretionary Select Sector SPDR Fund$620,328$22,435 ▼-3.5%2,7650.2%FinanceGOOGAlphabet$610,3600.0%3,2050.2%Computer and TechnologyEOGEOG Resources$609,836$1,226 ▲0.2%4,9750.2%Oils/EnergyPANWPalo Alto Networks$583,728$398,857 ▲215.7%3,2080.2%Computer and TechnologyUPSUnited Parcel Service$555,471$131,775 ▼-19.2%4,4050.2%TransportationABBVAbbVie$552,647$4,265 ▼-0.8%3,1100.2%MedicalPRUPrudential Financial$523,547$8,416 ▼-1.6%4,4170.2%FinanceDDDuPont de Nemours$515,679$98,591 ▲23.6%6,7630.2%Basic MaterialsPZAInvesco National AMT-Free Municipal Bond ETF$514,604$95,739 ▲22.9%21,7960.2%ETFIWSiShares Russell Mid-Cap Value ETF$505,849$3,234 ▼-0.6%3,9110.2%ETFRSGRepublic Services$495,909$4,024 ▼-0.8%2,4650.2%Business ServicesSHOPShopify$488,055$10,633 ▲2.2%4,5900.2%Computer and TechnologyBKLNInvesco Senior Loan ETF$469,166$183,351 ▲64.2%22,2670.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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