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CIK: 0001697791
Total reported value
$328.9M
$328.9M
95 檔
13.1%
The Q1 2024 SEC filing reveals that United Bank held a total portfolio value of $328.9M, covering 95 public equity positions.
During Q1 2024, United Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including HYGV, GUNR, AAPL) accounted for 13.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYGV | Flexshares High Yield Value | ETF-High Yield | 5.84% | -0.16% | +7.58% | |
| 2 | GUNR | Flexshares Global Upstream N | ETF-Other | 4.61% | -0.73% | -19.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.86% | +0.14% | +2.11% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.77% | +0.20% | -4.28% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | -0.42% | -0.97% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.69% | +1.20% | -0.36% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.39% | +0.52% | +1.40% | |
| 8 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 3.18% | -0.19% | +1.32% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | +0.12% | -3.67% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.50% | +0.02% | -2.71% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.46% | -0.05% | +11.13% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.11% | +0.04% | +1.99% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.10% | +1.30% | +396.23% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.08% | -0.28% | -0.69% | |
| 15 | SO | Southern Co/the | Stock-Utilities | 2.05% | -0.14% | +51.02% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.74% | +0.01% | -2.44% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.71% | — | -1.03% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.70% | -0.24% | -2.09% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.56% | +0.13% | +0.32% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.55% | -0.07% | +0.69% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.51% | -0.02% | +1.53% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.49% | -0.81% | +0.96% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | +0.12% | -3.18% | |
| 24 | TFC | Truist Financial CORP | Stock-Financials | 1.43% | -0.02% | +2.09% | |
| 25 | QLV | Flexshares US Quality Low Vo | ETF-Other | 1.38% | +0.02% | -13.47% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.26% | -0.17% | -0.10% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.26% | -0.15% | -1.25% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.08% | +1.89% | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.07% | -0.26% | +1.63% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.20% | -2.69% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.41% | +1.96% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.03% | -0.68% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.94% | +0.58% | -4.12% | |
| 34 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.92% | — | -0.16% | |
| 35 | ICE | Intercontinental Exchange In | Stock-Financials | 0.91% | -0.18% | +2.08% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.88% | +0.03% | +11.55% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.83% | -0.55% | EXIT | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.07% | +12.52% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.22% | +3.41% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.82% | -0.07% | +0.36% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.77% | -0.09% | +4.43% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.77% | -0.08% | EXIT | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.74% | -0.06% | +6.66% | |
| 44 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.70% | -0.23% | EXIT | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.28% | +10.54% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.66% | -0.10% | -0.70% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.01% | +15.05% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | -0.09% | +5.13% | |
| 49 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.64% | -0.19% | EXIT | |
| 50 | COR | Cencora Inc | Stock-Healthcare | 0.63% | -0.11% | +3.18% |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $328.9M across 95 disclosed positions in Q1 2024.
During Q1 2024, United Bank's top holdings by market value included HYGV (5.8%)、GUNR (4.6%)、AAPL (3.9%). The largest single position, HYGV, represented 5.8% of total portfolio value.
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In Q1 2024, United Bank made 0 total portfolio adjustments, initiating 0 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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