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CIK: 0001214183
Total reported value
$347.6M
$347.6M
394 檔
21.1%
During the Q4 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 $347.6M across 394 reported positions.
During Q4 2025, First United Bank & Trust performed routine portfolio adjustments (1 new buys, 22 additions, 27 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 394 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.91% | +0.79% | +0.48% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.50% | -0.16% | +1.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.13% | +0.05% | +5.64% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.73% | +0.07% | +1.36% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.13% | +0.03% | -2.99% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.93% | -0.33% | +7.88% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.15% | -6.91% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.27% | -0.07% | +21.34% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | +0.16% | -2.17% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.23% | +0.10% | +24.82% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.07% | +0.19% | -4.85% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | -0.04% | -0.90% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.07% | -3.39% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.67% | -0.13% | +5.50% | |
| 15 | ANET | Arista Networks Inc | Stock-Tech | 1.65% | +0.21% | -1.32% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.65% | +0.11% | +5.93% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.59% | -0.19% | +0.64% | |
| 18 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.55% | — | -4.01% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.49% | -0.06% | +31.67% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.02% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | -0.01% | -0.24% | |
| 22 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.36% | -0.10% | +4.77% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | +0.12% | +15.51% | |
| 24 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 1.32% | -0.06% | -4.51% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.15% | +0.02% | -0.13% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.05% | -0.19% | -1.67% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.01% | +0.17% | -0.63% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.98% | -0.24% | -0.56% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.89% | -0.01% | -0.95% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.05% | +1.09% | |
| 31 | PNC | Pnc Financial Services Group | Stock-Financials | 0.81% | +0.01% | -1.78% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.10% | +13.23% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.07% | -0.29% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.74% | -0.08% | -1.70% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.73% | +0.08% | +18.82% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | -0.79% | EXIT | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.13% | -0.79% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.22% | +4.55% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.66% | -0.10% | +3.43% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | -0.13% | -0.76% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.65% | -0.10% | +5.26% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.20% | +0.08% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | -0.07% | +2.88% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.27% | -0.54% | |
| 45 | CSX | Csx CORP | Stock-Industrials | 0.59% | +0.01% | -11.48% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.58% | -0.10% | +0.35% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.55% | -0.31% | +96.70% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.55% | +0.03% | -6.15% | |
| 49 | MTB | M & T Bank CORP | Stock-Financials | 0.54% | — | -0.62% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.05% | +111.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.17% | Trim |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +21.34% | Add |
| 3 | VO | Vanguard Mid-cap ETF | +0.4% | +24.82% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.4% | +31.67% | Add |
| 5 | GLD | Spdr Gold Shares | +0.3% | +96.70% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +5.64% | Add |
| 7 | VB | Vanguard Small-cap ETF | +0.2% | +15.51% | Add |
| 8 | DVY | Ishares Select Dividend ETF | +0.2% | +7.88% | Add |
| 9 | BKLN | Invesco Senior Loan ETF | +0.1% | +64.36% | Add |
| 10 | VTV | Vanguard Value ETF | +0.1% | +1.78% | Add |
| 11 | ISRG | Intuitive Surgical Inc | +0.1% | -0.76% | Trim |
| 12 | VBR | Vanguard Small-cap Value ETF | +0.1% | +18.82% | Add |
| 13 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +5.50% | Add |
| 14 | AMGN | Amgen Inc | +0.1% | +2.88% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +4.55% | Add |
| 16 | TFC | Truist Financial CORP | +0.1% | +68.17% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.48% | Add |
| 18 | DHR | Danaher CORP | +0.1% | -1.70% | Trim |
| 19 | MCK | Mckesson CORP | +0.1% | +36.08% | Add |
| 20 | LLY | Eli Lilly & Co | +0.1% | -1.65% | Trim |
| 21 | AMD | Advanced Micro Devices | +0.1% | +3.39% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -1.38% | Trim |
| 23 | CBRE | Cbre Group Inc - A | +0.1% | +27.48% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | +22.37% | Add |
| 25 | VUG | Vanguard Growth ETF | +0.1% | +1.36% | Add |
| 26 | AAPL | Apple Inc | +0.1% | -2.99% | Trim |
| 27 | WMT | Walmart Inc | +0.1% | +7.87% | Add |
| 28 | ROP | Roper Technologies Inc | -0.1% | -5.72% | Trim |
| 29 | CMCSA | Comcast Corp-class A | -0.1% | -50.54% | Trim |
| 30 | CRM | Salesforce Inc | -0.1% | -24.78% | Trim |
| 31 | ABBV | Abbvie Inc | -0.1% | -29.40% | Trim |
| 32 | CSX | Csx CORP | -0.1% | -11.48% | Trim |
| 33 | COST | Costco Wholesale CORP | -0.1% | -0.79% | Trim |
| 34 | BDX | Becton Dickinson And Co | -0.1% | -53.40% | Trim |
| 35 | DRI | Darden Restaurants Inc | -0.1% | -70.14% | Trim |
| 36 | LOW | Lowe's Cos Inc | -0.1% | -1.67% | Trim |
| 37 | FETH | Fidelity Ethereum Fund | -0.1% | -47.33% | Trim |
| 38 | ORCL | Oracle CORP | -0.1% | +5.70% | Add |
| 39 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | -4.01% | Trim |
| 40 | NVDA | Nvidia CORP | -0.1% | -3.39% | Trim |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | -0.1% | -35.68% | Trim |
| 42 | ZTS | Zoetis Inc | -0.1% | -81.68% | Trim |
| 43 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -4.85% | Trim |
| 44 | TSLA | Tesla Inc | -0.1% | -29.21% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -29.37% | Trim |
| 46 | ANET | Arista Networks Inc | -0.2% | -1.32% | Trim |
| 47 | IBIT | Ishares Bitcoin Trust ETF | -0.3% | -75.21% | Trim |
| 48 | MSFT | Microsoft CORP | -0.4% | -6.91% | Trim |
| 49 | ERIE | Erie Indemnity Company-cl A | -0.8% | -70.00% | Trim |
| 50 | PMIO | Pgim Municipal Inc Opp ETF | — | NEW | New buy |
According to official SEC Form 13F filings, First United Bank & Trust reported a total U.S. public equity portfolio value of $347.6M across 394 disclosed positions in Q4 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 21.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
PMIO
市值: $615.7K
Top Position Liquidated / Trimmed
AAPL
前期市值: $9.5M
During Q4 2025, First United Bank & Trust's top holdings by market value included QQQ (6.9%)、VTV (5.5%)、VOO (4.1%). The largest single position, QQQ, represented 6.9% of total portfolio value.
In Q4 2025, First United Bank & Trust made 50 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 27 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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