First United Bank & Trust Top Holdings and 13F Report (2025) About First United Bank & TrustInvestment ActivityFirst United Bank & Trust has $267.66 million in total holdings as of March 31, 2025.First United Bank & Trust owns shares of 402 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 4.82% of the portfolio was sold this quarter.This quarter, First United Bank & Trust has purchased 377 new stocks and bought additional shares in 57 stocks.First United Bank & Trust sold shares of 152 stocks and completely divested from 19 stocks this quarter.Largest Holdings Invesco QQQ $15,864,501Vanguard Value ETF $13,910,234Vanguard S&P 500 ETF $9,138,862Apple $8,563,112iShares Select Dividend ETF $8,201,628 Largest New Holdings this Quarter 040413205 - Arista Networks Inc Ordinary Shares $3,370,380 Holding29444U700 - Equinix $450,889 Holding12504L109 - CBRE Group $324,466 Holding695156109 - Packaging Co. of America $288,515 Holding37959E102 - Globe Life $219,313 Holding Largest Purchases this Quarter Arista Networks Inc Ordinary Shares 43,500 shares (about $3.37M)FlexShares High Yield Value-Scored Bond Index Fund 33,069 shares (about $1.34M)Invesco S&P 500 Equal Weight ETF 6,946 shares (about $1.20M)Fidelity Total Bond ETF 20,898 shares (about $953.99K)iShares Select Dividend ETF 5,537 shares (about $743.56K) Largest Sales this Quarter Invesco QQQ 2,743 shares (about $1.29M)Johnson & Johnson 4,380 shares (about $726.38K)FlexShares STOXX US ESG Select Index Fund 5,185 shares (about $696.60K)Vanguard Growth ETF 1,712 shares (about $634.84K)Digital Realty Trust 3,467 shares (about $496.79K) 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$15,864,501$1,286,248 ▼-7.5%33,8325.9%FinanceVTVVanguard Value ETF$13,910,234$241,663 ▲1.8%80,5275.2%ETFVOOVanguard S&P 500 ETF$9,138,862$56,016 ▲0.6%17,7833.4%ETFAAPLApple$8,563,112$161,044 ▼-1.8%38,5503.2%Computer and TechnologyDVYiShares Select Dividend ETF$8,201,628$743,564 ▲10.0%61,0743.1%ETFVUGVanguard Growth ETF$8,054,952$634,844 ▼-7.3%21,7223.0%ETFRSPInvesco S&P 500 Equal Weight ETF$7,299,219$1,203,256 ▲19.7%42,1362.7%ETFMSFTMicrosoft$6,318,189$182,064 ▼-2.8%16,8312.4%Computer and TechnologySPGPInvesco S&P 500 GARP ETF$5,346,777$463,543 ▲9.5%53,5322.0%ETFVOVanguard Mid-Cap ETF$4,738,177$260,689 ▲5.8%18,3211.8%ETFFBNDFidelity Total Bond ETF$4,672,688$953,994 ▲25.7%102,3591.7%ETFVOTVanguard Mid-Cap Growth ETF$4,613,422$12,966 ▲0.3%18,8581.7%ETFHYGVFlexShares High Yield Value-Scored Bond Index Fund$4,465,786$1,335,326 ▲42.7%110,5941.7%ETFJPMJPMorgan Chase & Co.$4,391,361$75,062 ▼-1.7%17,9021.6%FinanceVOEVanguard Mid-Cap Value ETF$4,367,651$97,287 ▲2.3%27,2061.6%ETFERIEErie Indemnity$4,190,5000.0%10,0001.6%FinanceESGFlexShares STOXX US ESG Select Index Fund$3,981,462$696,605 ▼-14.9%29,6351.5%ETFIEFAiShares Core MSCI EAFE ETF$3,943,029$262,354 ▲7.1%52,1221.5%ETFIVViShares Core S&P 500 ETF$3,791,701$97,209 ▲2.6%6,7481.4%ETFSPYSPDR S&P 500 ETF Trust$3,632,120$125,863 ▼-3.3%6,4931.4%FinanceGOOGLAlphabet$3,616,256$95,413 ▼-2.6%23,3851.4%Computer and TechnologyNVDANVIDIA$3,539,474$81,827 ▼-2.3%32,6581.3%Computer and TechnologyVBVanguard Small-Cap ETF$3,538,909$32,819 ▼-0.9%15,9591.3%ETFArista Networks Inc Ordinary Shares$3,370,380$3,370,380 ▲New Holding43,5001.3%COM SHSLOWLowe's Companies$3,283,412$59,240 ▼-1.8%14,0781.2%Retail/WholesaleMCDMcDonald's$3,142,443$50,604 ▼-1.6%10,0601.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$2,790,142$40,803 ▼-1.4%7,7271.0%ETFIWRiShares Russell Mid-Cap ETF$2,603,482$2,552 ▼-0.1%30,6041.0%ETFPGProcter & Gamble$2,518,637$3,238 ▲0.1%14,7790.9%Consumer StaplesDHRDanaher$2,469,225$76,465 ▼-3.0%12,0450.9%MedicalHONHoneywell International$2,451,853$36,209 ▼-1.5%11,5790.9%Multi-Sector ConglomeratesIEMGiShares Core MSCI Emerging Markets ETF$2,432,590$281,562 ▲13.1%45,0730.9%ETFIYWiShares U.S. Technology ETF$2,371,751$83,562 ▼-3.4%16,8880.9%ManufacturingCOSTCostco Wholesale$2,355,938$67,150 ▼-2.8%2,4910.9%Retail/WholesaleMAMastercard$2,274,150$65,774 ▼-2.8%4,1490.8%Business ServicesABTAbbott Laboratories$2,217,643$104,661 ▲5.0%16,7180.8%MedicalCVXChevron$2,196,183$436,125 ▼-16.6%13,1280.8%EnergyAMZNAmazon.com$2,175,623$31,773 ▼-1.4%11,4350.8%Retail/WholesalePNCThe PNC Financial Services Group$2,172,693$352 ▲0.0%12,3610.8%FinanceVBRVanguard Small-Cap Value ETF$2,145,316$102,087 ▼-4.5%11,5160.8%ETFPULSPGIM Ultra Short Bond ETF$2,130,782$72,357 ▼-3.3%42,8470.8%ETFBNDVanguard Total Bond Market ETF$2,115,507$57,732 ▼-2.7%28,8020.8%ETFSOSouthern$2,018,487$65,376 ▲3.3%21,9520.8%UtilitiesHYDVanEck High Yield Muni ETF$1,869,503$503,560 ▲36.9%36,5280.7%ETFAMGNAmgen$1,859,331$34,271 ▲1.9%5,9680.7%MedicalFTNTFortinet$1,846,748$36,097 ▼-1.9%19,1850.7%Computer and TechnologyCSXCSX$1,809,503$221,019 ▼-10.9%61,4850.7%TransportationISRGIntuitive Surgical$1,796,840$32,193 ▼-1.8%3,6280.7%MedicalPEPPepsiCo$1,723,710$83,966 ▼-4.6%11,4960.6%Consumer StaplesBXBlackstone$1,700,423$47,106 ▼-2.7%12,1650.6%FinanceJNJJohnson & Johnson$1,641,152$726,379 ▼-30.7%9,8960.6%MedicalBRK.BBerkshire Hathaway$1,551,938$5,326 ▲0.3%2,9140.6%FinanceMTBM&T Bank$1,534,569$2,681 ▼-0.2%8,5850.6%FinanceCSCOCisco Systems$1,526,520$19,809 ▲1.3%24,7370.6%Computer and TechnologyROPRoper Technologies$1,366,647$35,375 ▼-2.5%2,3180.5%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$1,336,591$279,499 ▼-17.3%26,1820.5%ETFITWIllinois Tool Works$1,327,102$11,408 ▼-0.9%5,3510.5%IndustrialsCRMSalesforce$1,200,911$17,175 ▼-1.4%4,4750.4%Computer and TechnologyVZVerizon Communications$1,141,665$91,718 ▼-7.4%25,1690.4%Computer and TechnologyMCHPMicrochip Technology$1,113,139$214,311 ▼-16.1%22,9940.4%Computer and TechnologyXOMExxon Mobil$1,092,134$12,488 ▼-1.1%9,1830.4%EnergyCMECME Group$1,053,732$123,890 ▲13.3%3,9720.4%FinanceVLOValero Energy$1,030,146$40,545 ▼-3.8%7,8000.4%EnergyIShares Bitcoin Trust$986,755$253,476 ▼-20.4%21,0800.4%SHS BEN INTVBKVanguard Small-Cap Growth ETF$982,407$41,290 ▼-4.0%3,9020.4%ETFHDHome Depot$966,801$16,492 ▼-1.7%2,6380.4%Retail/WholesaleECLEcolab$916,728$28,648 ▼-3.0%3,6160.3%Basic MaterialsBDXBecton, Dickinson and Company$901,122$9,162 ▼-1.0%3,9340.3%MedicalXLKTechnology Select Sector SPDR Fund$899,220$229,193 ▼-20.3%4,3550.3%ETFIBMInternational Business Machines$796,706$10,941 ▼-1.4%3,2040.3%Computer and TechnologyWMTWalmart$789,407$2,195 ▲0.3%8,9920.3%Retail/WholesaleIWDiShares Russell 1000 Value ETF$781,2400.0%4,1520.3%ETFLLYEli Lilly and Company$764,792$8,259 ▼-1.1%9260.3%MedicalIWPiShares Russell Mid-Cap Growth ETF$748,999$17,624 ▼-2.3%6,3750.3%ETFNEENextEra Energy$697,912$20,983 ▼-2.9%9,8450.3%UtilitiesETEnergy Transfer$697,887$488,750 ▲233.7%37,5410.3%EnergyAMDAdvanced Micro Devices$693,084$323,323 ▼-31.8%6,7460.3%Computer and TechnologyMETAMeta Platforms$672,0360.0%1,1660.3%Computer and TechnologyABBVAbbVie$648,465$3,143 ▼-0.5%3,0950.2%MedicalZTSZoetis$647,898$92,204 ▼-12.5%3,9350.2%MedicalPANWPalo Alto Networks$637,853$90,439 ▲16.5%3,7380.2%Computer and TechnologyEOGEOG Resources$616,065$21,929 ▼-3.4%4,8040.2%EnergyRSGRepublic Services$613,876$16,951 ▲2.8%2,5350.2%Business ServicesBKLNInvesco Senior Loan ETF$613,445$152,518 ▲33.1%29,6350.2%ETFXLCCommunication Services Select Sector SPDR Fund$612,458$34,722 ▼-5.4%6,3500.2%ETFNOWServiceNow$574,8130.0%7220.2%Computer and TechnologyDISWalt Disney$553,510$63,859 ▼-10.3%5,6080.2%Consumer DiscretionaryCMCSAComcast$546,268$240,588 ▼-30.6%14,8040.2%Consumer DiscretionaryPZAInvesco National AMT-Free Municipal Bond ETF$533,284$31,104 ▲6.2%23,1460.2%ETFPWRQuanta Services$522,085$19,063 ▲3.8%2,0540.2%ConstructionXLYConsumer Discretionary Select Sector SPDR Fund$517,345$28,632 ▼-5.2%2,6200.2%FinanceDDDuPont de Nemours$513,425$8,364 ▲1.7%6,8750.2%Basic MaterialsGOOGAlphabet$507,435$6,718 ▲1.3%3,2480.2%Computer and TechnologyTIPiShares TIPS Bond ETF$495,906$93,760 ▲23.3%4,4640.2%ETFGPCGenuine Parts$494,193$157,741 ▼-24.2%4,1480.2%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$483,221$9,448 ▼-1.9%3,8360.2%ETFSHOPShopify$478,833$40,579 ▲9.3%5,0150.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$478,132$9,321 ▲2.0%5,8480.2%ETFTSLATesla$452,493$7,775 ▼-1.7%1,7460.2%Auto/Tires/TrucksEQIXEquinix$450,889$450,889 ▲New Holding5530.2%FinanceShowing 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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