United Bank Top Holdings and 13F Report (2024) About United BankInvestment ActivityUnited Bank has $859.29 million in total holdings as of September 30, 2024.United Bank owns shares of 142 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 4.33% of the portfolio was purchased this quarter.About 6.17% of the portfolio was sold this quarter.This quarter, United Bank has purchased 142 new stocks and bought additional shares in 37 stocks.United Bank sold shares of 50 stocks and completely divested from 8 stocks this quarter.Largest Holdings Hubbell $122,860,202iShares Core S&P Small-Cap ETF $44,147,247iShares MSCI Emerging Markets ex China ETF $42,300,105Apple $38,920,786Microsoft $37,636,205 Largest New Holdings this Quarter iShares Core U.S. Aggregate Bond ETF $27,021,264 HoldingColgate-Palmolive $261,809 HoldingIllinois Tool Works $242,415 HoldingMorgan Stanley $208,480 HoldingAccenture $207,846 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 266,824 shares (about $27.02M)iShares MSCI Emerging Markets ex China ETF 26,787 shares (about $1.64M)iShares Core S&P Small-Cap ETF 13,981 shares (about $1.64M)iShares National Muni Bond ETF 13,000 shares (about $1.41M)United Parcel Service 3,377 shares (about $460.42K) Largest Sales this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 455,467 shares (about $23.98M)iShares Short-Term National Muni Bond ETF 194,585 shares (about $20.66M)Berkshire Hathaway 1,560 shares (about $718.01K)iShares Core S&P Mid-Cap ETF 10,044 shares (about $625.94K)United Bankshares 16,003 shares (about $593.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnited Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHUBBHubbell$122,860,2020.0%286,82214.3%Industrial ProductsIJRiShares Core S&P Small-Cap ETF$44,147,247$1,635,218 ▲3.8%377,4565.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$42,300,105$1,636,954 ▲4.0%692,1964.9%ManufacturingAAPLApple$38,920,786$154,246 ▲0.4%167,0424.5%Computer and TechnologyMSFTMicrosoft$37,636,205$221,174 ▼-0.6%87,4654.4%Computer and TechnologyUBSIUnited Bankshares$27,627,222$593,711 ▼-2.1%744,6693.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$27,021,264$27,021,264 ▲New Holding266,8243.1%FinanceIRMIron Mountain$25,959,956$280,082 ▼-1.1%218,4633.0%Business ServicesJPMJPMorgan Chase & Co.$21,426,962$263,575 ▼-1.2%101,6172.5%FinanceGLWCorning$17,941,582$12,236 ▲0.1%397,3772.1%Computer and TechnologyPGProcter & Gamble$17,534,593$22,343 ▼-0.1%101,2392.0%Consumer StaplesCVXChevron$17,483,751$33,283 ▼-0.2%118,7192.0%Oils/EnergyAMGNAmgen$17,166,062$45,432 ▼-0.3%53,2762.0%MedicalMCDMcDonald's$16,962,738$156,823 ▲0.9%55,7052.0%Retail/WholesaleDOVDover$16,563,853$1,150 ▼0.0%86,3871.9%Industrial ProductsWMWaste Management$16,070,941$38,406 ▲0.2%77,4131.9%Business ServicesCSCOCisco Systems$15,954,885$346,782 ▲2.2%299,7911.9%Computer and TechnologyABTAbbott Laboratories$15,717,408$112,528 ▲0.7%137,8601.8%MedicalAPDAir Products and Chemicals$15,542,024$54,189 ▲0.3%52,2001.8%Basic MaterialsTXNTexas Instruments$15,509,272$206,363 ▲1.3%75,0801.8%Computer and TechnologyJNJJohnson & Johnson$15,300,898$36,464 ▼-0.2%94,4151.8%MedicalGDGeneral Dynamics$15,147,165$4,835 ▼0.0%50,1231.8%AerospaceCMICummins$14,433,913$119,479 ▲0.8%44,5781.7%Auto/Tires/TrucksBLKBlackRock$14,163,870$58,870 ▲0.4%14,9171.6%FinanceUSBU.S. Bancorp$13,963,987$186,807 ▲1.4%305,3571.6%FinanceDGXQuest Diagnostics$13,929,227$87,406 ▲0.6%89,7211.6%MedicalEOGEOG Resources$13,489,352$46,713 ▲0.3%109,7321.6%Oils/EnergyPFEPfizer$13,460,548$403,568 ▲3.1%465,1191.6%MedicalTGTTarget$12,054,848$304,083 ▲2.6%77,3441.4%Retail/WholesaleUPSUnited Parcel Service$11,484,329$460,420 ▲4.2%84,2331.3%TransportationIVWiShares S&P 500 Growth ETF$9,688,274$338,955 ▼-3.4%101,1831.1%ETFXOMExxon Mobil$8,215,836$141,836 ▼-1.7%70,0891.0%Oils/EnergyVNQVanguard Real Estate ETF$8,016,694$30,590 ▲0.4%82,2900.9%ETFVOVanguard Mid-Cap ETF$6,814,992$106,060 ▲1.6%25,8310.8%ETFSHViShares Short Treasury Bond ETF$6,072,918$221,813 ▼-3.5%54,8940.7%ETFSPYSPDR S&P 500 ETF Trust$4,711,716$107,293 ▲2.3%8,2120.5%FinanceVBVanguard Small-Cap ETF$4,582,660$358,424 ▼-7.3%19,3190.5%ETFKLACKLA$4,531,072$7,744 ▼-0.2%5,8510.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,530,5600.0%16,0000.5%ETFVTVVanguard Value ETF$4,210,802$275,122 ▲7.0%24,1210.5%ETFEFAiShares MSCI EAFE ETF$4,029,461$105,792 ▼-2.6%48,1820.5%FinanceVUGVanguard Growth ETF$4,022,0510.0%10,4760.5%ETFKOCoca-Cola$3,892,298$64,674 ▼-1.6%54,1650.5%Consumer StaplesAMZNAmazon.com$3,809,330$29,254 ▼-0.8%20,4440.4%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,552,129$23,984,901 ▼-87.1%67,4540.4%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$2,756,706$282,041 ▲11.4%29,9870.3%ETFNVDANVIDIA$2,446,167$39,468 ▼-1.6%20,1430.3%Computer and TechnologyGOOGLAlphabet$2,413,781$58,711 ▼-2.4%14,5540.3%Computer and TechnologyTSLATesla$2,045,6850.0%7,8190.2%Auto/Tires/TrucksMETAMeta Platforms$1,925,116$31,484 ▼-1.6%3,3630.2%Computer and TechnologyHDHome Depot$1,895,526$91,170 ▲5.1%4,6780.2%Retail/WholesaleLLYEli Lilly and Company$1,778,083$42,525 ▼-2.3%2,0070.2%MedicalVVisa$1,758,306$1,375 ▼-0.1%6,3950.2%Business ServicesMUBiShares National Muni Bond ETF$1,744,815$1,412,190 ▲424.6%16,0620.2%ETFBIVVanguard Intermediate-Term Bond ETF$1,743,6540.0%22,2490.2%ETFABBVAbbVie$1,720,445$65,958 ▼-3.7%8,7120.2%MedicalGOOGAlphabet$1,625,083$9,697 ▼-0.6%9,7200.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,527,151$625,942 ▼-29.1%24,5050.2%ETFVZVerizon Communications$1,525,278$21,647 ▼-1.4%33,9630.2%Computer and TechnologyORCLOracle$1,335,0840.0%7,8350.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,326,8460.0%20,4950.2%ETFHONHoneywell International$1,321,704$42,376 ▼-3.1%6,3940.2%Multi-Sector ConglomeratesAEPAmerican Electric Power$1,283,423$271,685 ▼-17.5%12,5090.1%UtilitiesXLKTechnology Select Sector SPDR Fund$1,199,463$34,541 ▲3.0%5,3130.1%ETFSOSouthern$1,194,885$40,581 ▼-3.3%13,2500.1%UtilitiesTFCTruist Financial$1,154,790$26,646 ▲2.4%27,0000.1%FinanceTAT&T$1,149,126$197,604 ▼-14.7%52,2330.1%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$1,130,9750.0%4,2300.1%ETFDUKDuke Energy$1,111,147$22,138 ▲2.0%9,6370.1%UtilitiesIWFiShares Russell 1000 Growth ETF$1,028,165$71,698 ▼-6.5%2,7390.1%ETFBMYBristol-Myers Squibb$998,4780.0%19,2980.1%MedicalIWRiShares Russell Mid-Cap ETF$998,1850.0%11,3250.1%ETFLOWLowe's Companies$982,6450.0%3,6280.1%Retail/WholesaleWMTWalmart$956,4030.0%11,8440.1%Retail/WholesalePEPPepsiCo$952,110$16,155 ▲1.7%5,5990.1%Consumer StaplesBSVVanguard Short-Term Bond ETF$868,2650.0%11,0340.1%ETFBRK.BBerkshire Hathaway$829,849$718,006 ▼-46.4%1,8030.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$822,5450.0%1,9440.1%FinanceNEENextEra Energy$747,753$52,916 ▲7.6%8,8460.1%UtilitiesDEDeere & Company$692,7670.0%1,6600.1%Industrial ProductsEDConsolidated Edison$692,465$83,304 ▲13.7%6,6500.1%UtilitiesBRK.ABerkshire Hathaway$691,1800.0%10.1%FinanceMMM3M$683,500$119,749 ▼-14.9%5,0000.1%Multi-Sector ConglomeratesRSGRepublic Services$667,3910.0%3,3230.1%Business ServicesCATCaterpillar$660,993$58,668 ▲9.7%1,6900.1%Industrial ProductsDDominion Energy$656,1480.0%11,3540.1%UtilitiesVVVanguard Large-Cap ETF$617,9420.0%2,3470.1%ETFIWMiShares Russell 2000 ETF$615,399$1,104 ▼-0.2%2,7860.1%FinanceMOAltria Group$589,9210.0%11,5580.1%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$583,902$512,694 ▼-46.8%1,0250.1%ETFIVViShares Core S&P 500 ETF$574,5140.0%9960.1%ETFALLAllstate$568,9500.0%3,0000.1%FinanceCMCSAComcast$550,4870.0%13,1790.1%Consumer DiscretionaryADPAutomatic Data Processing$548,755$194,264 ▼-26.1%1,9830.1%Business ServicesMRKMerck & Co., Inc.$524,1920.0%4,6160.1%MedicalSUBiShares Short-Term National Muni Bond ETF$471,379$20,663,051 ▼-97.8%4,4390.1%ETFCOSTCostco Wholesale$466,310$887 ▼-0.2%5260.1%Retail/WholesaleGEGeneral Electric$457,307$44,128 ▼-8.8%2,4250.1%TransportationYUMYum! Brands$447,0720.0%3,2000.1%Retail/WholesaleGRMNGarmin$440,0750.0%2,5000.1%Computer and TechnologyShowing 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. 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