United Bank Top Holdings and 13F Report (2025) About United BankInvestment ActivityUnited Bank has $835.35 million in total holdings as of June 30, 2025.United Bank owns shares of 138 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 1.47% of the portfolio was purchased this quarter.About 2.28% of the portfolio was sold this quarter.This quarter, United Bank has purchased 136 new stocks and bought additional shares in 22 stocks.United Bank sold shares of 58 stocks and completely divested from 9 stocks this quarter.Largest Holdings Hubbell $117,140,977iShares MSCI Emerging Markets ex China ETF $47,226,767iShares Core S&P Small-Cap ETF $43,514,799Microsoft $38,695,518iShares Core U.S. Aggregate Bond ETF $31,130,157 Largest New Holdings this Quarter 78464A763 - SPDR S&P Dividend ETF $614,721 Holding595112103 - Micron Technology $329,079 Holding36828A101 - GE VERNOVA INC $313,257 HoldingN07059210 - ASML $232,402 Holding22052L104 - Corteva $223,814 Holding Largest Purchases this Quarter PepsiCo 7,835 shares (about $1.03M)Hershey 6,232 shares (about $1.03M)CME Group 3,318 shares (about $914.51K)American Water Works 6,034 shares (about $839.39K)Honeywell International 3,497 shares (about $814.38K) Largest Sales this Quarter Apple 5,255 shares (about $1.08M)Microsoft 1,875 shares (about $932.64K)Alphabet 5,164 shares (about $910.05K)Lowe's Companies 3,600 shares (about $798.73K)Iron Mountain 7,166 shares (about $735.02K) 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$117,140,9770.0%286,82214.0%IndustrialsEMXCiShares MSCI Emerging Markets ex China ETF$47,226,767$269,734 ▼-0.6%747,9695.7%ManufacturingIJRiShares Core S&P Small-Cap ETF$43,514,799$292,788 ▲0.7%398,1595.2%ETFMSFTMicrosoft$38,695,518$932,644 ▼-2.4%77,7944.6%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$31,130,157$88,189 ▲0.3%313,8123.7%FinanceJPMJPMorgan Chase & Co.$28,869,241$251,352 ▼-0.9%99,5803.5%FinanceAAPLApple$28,167,787$1,078,168 ▼-3.7%137,2903.4%Computer and TechnologyUBSIUnited Bankshares$25,973,716$47,614 ▲0.2%712,9763.1%FinanceIRMIron Mountain$18,566,095$735,017 ▼-3.8%181,0092.2%Business ServicesCSCOCisco Systems$17,328,283$330,735 ▼-1.9%249,7592.1%Computer and TechnologyCVXChevron$16,477,019$452,194 ▲2.8%115,0712.0%EnergyGLWCorning$15,915,893$311,175 ▼-1.9%302,6411.9%Computer and TechnologyABTAbbott Laboratories$15,654,742$387,220 ▼-2.4%115,1001.9%MedicalWMWaste Management$14,731,436$460,386 ▼-3.0%64,3801.8%Business ServicesPGProcter & Gamble$14,112,401$259,532 ▼-1.8%88,5791.7%Consumer StaplesTXNTexas Instruments$14,091,804$130,385 ▼-0.9%67,8731.7%Computer and TechnologyMCDMcDonald's$13,767,346$532,918 ▼-3.7%47,1211.6%Retail/WholesaleDOVDover$13,567,266$226,106 ▼-1.6%74,0451.6%IndustrialsGDGeneral Dynamics$13,349,286$173,246 ▼-1.3%45,7701.6%AerospaceBLACKROCK INC$13,289,832$112,270 ▲0.9%12,6661.6%COMMON STOCKIVWiShares S&P 500 Growth ETF$12,967,468$112,632 ▼-0.9%117,7791.6%ETFAMGNAmgen$12,879,675$188,467 ▼-1.4%46,1291.5%MedicalAPDAir Products and Chemicals$12,369,747$7,616 ▼-0.1%43,8551.5%Basic MaterialsJNJJohnson & Johnson$12,348,203$187,883 ▼-1.5%80,8391.5%MedicalCMICummins$12,122,821$292,132 ▲2.5%37,0161.5%Auto/Tires/TrucksEOGEOG Resources$11,957,054$114,826 ▼-1.0%99,9671.4%EnergyHONHoneywell International$11,732,023$814,381 ▲7.5%50,3781.4%Multi-Sector ConglomeratesCMECME Group$10,284,752$914,506 ▲9.8%37,3151.2%FinanceAFLAflac$9,437,508$621,792 ▲7.1%89,4891.1%FinancePEPPepsiCo$9,389,097$1,034,533 ▲12.4%71,1081.1%Consumer StaplesHSYHershey$9,366,230$1,034,202 ▲12.4%56,4401.1%Consumer StaplesLMTLockheed Martin$9,263,264$810,032 ▲9.6%20,0011.1%AerospaceGILDGilead Sciences$9,222,719$761,233 ▲9.0%83,1851.1%MedicalAWKAmerican Water Works$9,103,632$839,389 ▲10.2%65,4421.1%UtilitiesITWIllinois Tool Works$8,990,297$664,364 ▲8.0%36,3611.1%IndustrialsVOVanguard Mid-Cap ETF$8,424,001$215,469 ▼-2.5%30,1041.0%ETFVNQVanguard Real Estate ETF$7,046,782$12,468 ▲0.2%79,1240.8%ETFXOMExxon Mobil$6,452,800$588,696 ▼-8.4%59,8590.8%EnergySHViShares Short Treasury Bond ETF$5,801,686$22,857 ▲0.4%52,5420.7%ETFVBVanguard Small-Cap ETF$5,369,020$105,930 ▲2.0%22,6560.6%ETFSPYSPDR S&P 500 ETF Trust$5,330,810$104,417 ▼-1.9%8,6280.6%FinanceVTIVanguard Total Stock Market ETF$4,862,8800.0%16,0000.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,249,133$281,105 ▲7.1%80,5370.5%ManufacturingVUGVanguard Growth ETF$4,028,020$564,659 ▼-12.3%9,1880.5%ETFKLACKLA$3,768,3780.0%4,2070.5%Computer and TechnologyKOCocaCola$3,670,229$87,730 ▼-2.3%51,8760.4%Consumer StaplesNVDANVIDIA$3,488,894$64,144 ▼-1.8%22,0830.4%Computer and TechnologyVTVVanguard Value ETF$2,906,667$354,717 ▼-10.9%16,4460.3%ETFAMZNAmazon.com$2,882,784$505,694 ▼-14.9%13,1400.3%Retail/WholesaleIJKiShares S&P Mid-Cap 400 Growth ETF$2,646,6990.0%29,0910.3%ETFTSLATesla$2,547,6340.0%8,0200.3%Auto/Tires/TrucksMETAMeta Platforms$1,968,488$723,329 ▼-26.9%2,6670.2%Computer and TechnologyVVisa$1,904,843$682,406 ▼-26.4%5,3650.2%Business ServicesEFAiShares MSCI EAFE ETF$1,822,0360.0%20,3830.2%FinanceBIVVanguard Intermediate-Term Bond ETF$1,720,7380.0%22,2490.2%ETFWMTWalmart$1,598,1170.0%16,3440.2%Retail/WholesaleMUBiShares National Muni Bond ETF$1,594,2610.0%15,2590.2%ETFGOOGLAlphabet$1,523,157$910,052 ▼-37.4%8,6430.2%Computer and TechnologyHDHome Depot$1,478,291$29,331 ▲2.0%4,0320.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$1,421,9190.0%3,3490.2%ETFVXUSVanguard Total International Stock ETF$1,416,0000.0%20,4950.2%ETFLLYEli Lilly and Company$1,384,446$140,315 ▼-9.2%1,7760.2%MedicalABBVAbbVie$1,380,269$167,058 ▼-10.8%7,4360.2%MedicalTAT&T$1,298,655$51,426 ▼-3.8%44,8740.2%Computer and TechnologyAEPAmerican Electric Power$1,289,944$7,990 ▼-0.6%12,4320.2%UtilitiesVZVerizon Communications$1,236,743$38,943 ▼-3.1%28,5820.1%Computer and TechnologySOSouthern$1,207,5650.0%13,1500.1%UtilitiesIJHiShares Core S&P Mid-Cap ETF$1,179,558$233,629 ▼-16.5%19,0190.1%ETFVBKVanguard Small-Cap Growth ETF$1,164,5320.0%4,2050.1%ETFTFCTruist Financial$1,160,7300.0%27,0000.1%FinanceDUKDuke Energy$1,126,3100.0%9,5450.1%UtilitiesPFEPfizer$1,021,789$240,485 ▼-19.1%42,1530.1%MedicalGOOGAlphabet$1,019,637$178,632 ▼-14.9%5,7480.1%Computer and TechnologyAPPLOVIN CORP-CLASS A$899,705$150,534 ▼-14.3%2,5700.1%COMMON STOCKBSVVanguard Short-Term Bond ETF$868,3760.0%11,0340.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$856,6240.0%1,9440.1%FinanceBMYBristol Myers Squibb$837,756$46,290 ▼-5.2%18,0980.1%MedicalORCLOracle$806,308$223,877 ▼-21.7%3,6880.1%Computer and TechnologyBRK.ABerkshire Hathaway$728,8000.0%10.1%FinanceDGXQuest Diagnostics$693,192$337,345 ▼-32.7%3,8590.1%MedicalDEDeere & Company$673,241$152,547 ▼-18.5%1,3240.1%IndustrialsRSGRepublic Services$670,286$149,199 ▼-18.2%2,7180.1%Business ServicesMMM3M$657,0680.0%4,3160.1%Multi-Sector ConglomeratesEDConsolidated Edison$647,2580.0%6,4500.1%UtilitiesMSMorgan Stanley$633,8700.0%4,5000.1%FinanceNFLXNetflix$629,3920.0%4700.1%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$627,853$7,513 ▼-1.2%7,5210.1%ETFIVViShares Core S&P 500 ETF$618,4170.0%9960.1%ETFSDYSPDR S&P Dividend ETF$614,721$614,721 ▲New Holding4,5290.1%ETFGEGE Aerospace$609,757$6,435 ▼-1.0%2,3690.1%AerospaceALLAllstate$603,9300.0%3,0000.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$580,6410.0%1,0250.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$563,2200.0%6,0000.1%ETFGRMNGarmin$521,8000.0%2,5000.1%Computer and TechnologyCATCaterpillar$520,978$100,158 ▼-16.1%1,3420.1%IndustrialsNEENextEra Energy$511,9030.0%7,3740.1%UtilitiesMOAltria Group$494,4260.0%8,4330.1%Consumer StaplesBRK.BBerkshire Hathaway$488,685$364,328 ▼-42.7%1,0060.1%FinanceYUMYum! Brands$474,1760.0%3,2000.1%Retail/WholesaleCMCSAComcast$470,3590.0%13,1790.1%Consumer DiscretionaryShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
