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CIK: 0001697791
Total reported value
$328.9M
$328.9M
103 檔
14.0%
During the Q3 2024 filing period, United Bank (CIK: 0001697791) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $328.9M across 103 reported positions.
In Q3 2024, United Bank displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYGV | Flexshares High Yield Value | ETF-High Yield | 5.86% | -0.16% | +6.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.69% | +0.14% | -0.85% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.42% | +4.14% | |
| 4 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 3.52% | -0.19% | +10.03% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.47% | +0.20% | -19.32% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.10% | +1.20% | -12.89% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.07% | +0.52% | -7.23% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.86% | -0.73% | -6.77% | |
| 9 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.68% | -0.02% | +65.38% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.47% | +0.02% | +2.48% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.44% | -0.28% | +7.50% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.38% | -0.05% | -1.31% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.12% | -4.34% | |
| 14 | SO | Southern Co/the | Stock-Utilities | 2.15% | -0.14% | -8.64% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.13% | — | +22.42% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.08% | +0.04% | -0.76% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.98% | +1.30% | +0.77% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.67% | +0.01% | -1.29% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.56% | +0.13% | +2.34% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | +0.12% | -0.82% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.20% | +22.18% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.46% | -0.24% | -0.03% | |
| 23 | TFC | Truist Financial CORP | Stock-Financials | 1.44% | -0.02% | -1.20% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.43% | -0.81% | +1.82% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.41% | -0.07% | -2.10% | |
| 26 | QLV | Flexshares US Quality Low Vo | ETF-Other | 1.29% | +0.02% | -3.61% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.26% | -0.17% | +1.38% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.08% | +0.58% | +1.33% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | -0.08% | +1.67% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-Other | 1.04% | +0.03% | -7.82% | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.02% | -0.26% | +2.35% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.03% | +0.93% | |
| 33 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.98% | — | +13.74% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.41% | +3.71% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.92% | -0.15% | +1.05% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.22% | +3.50% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.01% | +4.76% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.88% | -0.18% | -3.48% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.07% | +4.23% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.81% | -0.09% | +4.03% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | -0.55% | EXIT | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.77% | -0.23% | EXIT | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.73% | -0.08% | EXIT | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | -0.09% | -0.32% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.70% | -0.07% | -9.86% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.28% | -3.68% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.67% | -0.10% | -5.88% | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.65% | -0.19% | EXIT | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.64% | +0.13% | +4.72% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.62% | -0.21% | +19.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +1.1% | +65.38% | Add |
| 2 | VNQ | Vanguard Real Estate ETF | +0.5% | +22.42% | Add |
| 3 | NFRA | Flexshares Stoxx Global Broa | +0.4% | +10.03% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +22.18% | Add |
| 5 | FDX | Fedex CORP | +0.3% | NEW | New buy |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +53.27% | Add |
| 7 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 8 | NOW | Servicenow Inc | +0.2% | NEW | New buy |
| 9 | LOW | Lowe's Cos Inc | +0.2% | +1.38% | Add |
| 10 | KLAC | Kla CORP | +0.2% | NEW | New buy |
| 11 | ORCL | Oracle CORP | +0.1% | +4.76% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 13 | MCD | Mcdonald's CORP | +0.1% | +3.50% | Add |
| 14 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | +12.68% | Add |
| 16 | HD | Home Depot Inc | +0.1% | +4.23% | Add |
| 17 | ED | Consolidated Edison Inc | +0.1% | NEW | New buy |
| 18 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 19 | ALL | Allstate CORP | +0.1% | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | +0.1% | +7.50% | Add |
| 21 | NSC | Norfolk Southern CORP | +0.1% | +2.35% | Add |
| 22 | PYPL | Paypal Holdings Inc | +0.1% | +9.75% | Add |
| 23 | SNAP | Snap Inc - A | +0.1% | NEW | New buy |
| 24 | HYGV | Flexshares High Yield Value | +0.1% | +6.14% | Add |
| 25 | AAPL | Apple Inc | +0.1% | -0.85% | Trim |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.34% | Add |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | +2.70% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.93% | Add |
| 29 | BLKCHF | Blackrock Inc | +0.1% | +1.08% | Add |
| 30 | ABT | Abbott Laboratories | 0% | +1.82% | Add |
| 31 | ICE | Intercontinental Exchange In | 0% | -3.48% | Trim |
| 32 | BX | Blackstone Inc | 0% | -5.88% | Trim |
| 33 | AMT | American Tower CORP | 0% | -1.97% | Trim |
| 34 | NEE | Nextera Energy Inc | 0% | +0.38% | Add |
| 35 | MA | Mastercard Inc - A | 0% | -2.10% | Trim |
| 36 | TFC | Truist Financial CORP | 0% | -1.20% | Trim |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.77% | Add |
| 38 | VTV | Vanguard Value ETF | 0% | -1.29% | Trim |
| 39 | PG | Procter & Gamble Co/the | 0% | +1.67% | Add |
| 40 | CRM | Salesforce Inc | 0% | +1.05% | Add |
| 41 | SCHD | Schwab US Dvd Equity ETF | 0% | -1.31% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | 0% | +2.48% | Add |
| 43 | SO | Southern Co/the | 0% | -8.64% | Trim |
| 44 | BIIB | Biogen Inc | -0.1% | -3.35% | Trim |
| 45 | EL | Estee Lauder Companies-cl A | -0.2% | EXIT | Sold out |
| 46 | GUNR | Flexshares Global Upstream N | -0.4% | -6.77% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.4% | -4.34% | Trim |
| 48 | XLK | Ss Technology Select Sector | -0.8% | -12.89% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.9% | -7.23% | Trim |
| 50 | NVDA | Nvidia CORP | -1.3% | -19.32% | Trim |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $328.9M across 103 disclosed positions in Q3 2024.
During Q3 2024, United Bank's top holdings by market value included HYGV (5.9%)、AAPL (4.7%)、MSFT (3.6%). The largest single position, HYGV, represented 5.9% of total portfolio value.
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 HYGV, AAPL, MSFT) accounted for 14.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
FDX
市值: $615.0K
Top Position Liquidated / Trimmed
EL
前期市值: $428.5K
In Q3 2024, United Bank made 50 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 15 holdings, and fully liquidating 1 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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