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CIK: 0001214183
Total reported value
$346.8M
$346.8M
402 檔
16.1%
During the Q1 2025 filing period, First United Bank & Trust (CIK: 0001214183) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $346.8M across 402 reported positions.
In Q1 2025, First United Bank & Trust displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 402 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.93% | +0.04% | -7.50% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.20% | -0.01% | +1.77% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | +0.21% | +0.62% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.39% | -1.85% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.06% | +0.03% | +9.97% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.01% | +0.07% | -7.31% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.73% | +0.05% | +19.74% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | +0.57% | -2.80% | |
| 9 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.00% | -0.04% | +9.49% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.77% | -0.02% | +5.82% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.75% | -0.14% | +25.65% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.72% | -0.03% | +0.28% | |
| 13 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.67% | -0.06% | +42.66% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.02% | -1.68% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.63% | -0.01% | +2.28% | |
| 16 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 1.57% | -0.02% | — | |
| 17 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 1.49% | -0.06% | -14.89% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.47% | +0.07% | +7.13% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.03% | +2.63% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | — | -3.35% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | -0.09% | -2.57% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.21% | -2.26% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.32% | -0.01% | -0.92% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 1.26% | +0.25% | — | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.23% | -0.15% | -1.77% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.14% | -1.58% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | +0.01% | -1.44% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.97% | -0.02% | -0.10% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.08% | +0.13% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.92% | +0.05% | -3.00% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.92% | — | -1.46% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | -0.12% | +13.09% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.89% | +0.02% | -3.40% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.02% | -2.77% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.85% | +0.04% | -2.81% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.83% | -0.03% | +4.95% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.82% | +0.12% | -16.57% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.05% | -1.44% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.81% | -0.08% | +0.02% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.80% | — | -4.54% | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.80% | +0.10% | -3.28% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.79% | -0.10% | -2.66% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.10% | +3.35% | |
| 44 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.70% | +0.04% | +36.87% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | +0.12% | +1.88% | |
| 46 | FTNT | Fortinet Inc | Stock-Tech | 0.69% | +0.09% | -1.92% | |
| 47 | CSX | Csx CORP | Stock-Industrials | 0.68% | -0.03% | -10.88% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.67% | -0.04% | -1.76% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.10% | -4.64% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.64% | -0.03% | -2.70% |
According to official SEC Form 13F filings, First United Bank & Trust reported a total U.S. public equity portfolio value of $346.8M across 402 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, VTV, VOO) accounted for 16.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
QQQ
市值: $15.9M
During Q1 2025, First United Bank & Trust's top holdings by market value included QQQ (5.9%)、VTV (5.2%)、VOO (3.4%). The largest single position, QQQ, represented 5.9% of total portfolio value.
In Q1 2025, First United Bank & Trust made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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