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CIK: 0001697791
Total reported value
$328.9M
$328.9M
108 檔
15.1%
According to the latest 13F quarterly dataset, United Bank managed an equity portfolio of $328.9M at the end of Q4 2024, spanning 108 distinct U.S. exchange-listed positions.
In Q4 2024, United Bank displayed an active expansion posture, initiating 8 new positions and adding to 36 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 | 5.48% | -0.16% | +4.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.68% | +0.14% | +1.36% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.68% | +0.20% | +4.59% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | -0.42% | +8.62% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.53% | +0.52% | +9.95% | |
| 6 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 3.35% | -0.19% | +14.16% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.23% | +1.20% | +10.64% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | +0.12% | +16.85% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.77% | +0.02% | +8.09% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.49% | -0.28% | +8.03% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.39% | -0.73% | +3.60% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.35% | — | +32.23% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.22% | -0.02% | +4.44% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.12% | -0.05% | +201.54% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.98% | +0.04% | -2.13% | |
| 16 | SO | Southern Co/the | Stock-Utilities | 1.94% | -0.14% | +7.81% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.87% | +1.30% | +3.32% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -0.20% | +11.08% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.50% | +0.01% | +1.15% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.49% | -0.07% | +8.35% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.46% | +0.13% | +3.79% | |
| 22 | TFC | Truist Financial CORP | Stock-Financials | 1.39% | -0.02% | +3.90% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.38% | -0.81% | +5.60% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 1.35% | -0.24% | +3.22% | |
| 25 | QLV | Flexshares US Quality Low Vo | ETF-Other | 1.22% | +0.02% | +5.50% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.18% | +0.58% | +124.87% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.17% | -0.15% | +13.21% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.16% | -0.17% | +10.04% | |
| 29 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.14% | — | +21.35% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.08% | +7.36% | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.00% | -0.26% | +13.12% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.03% | +9.22% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.94% | +0.03% | +1.45% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.12% | -20.83% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.93% | -0.01% | +15.79% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.41% | +10.98% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.22% | +9.59% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.86% | -0.55% | EXIT | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.80% | -0.18% | +6.77% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.79% | -0.10% | +14.46% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.78% | -0.09% | +21.05% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | — | +45.20% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.76% | -0.07% | +16.99% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | +0.28% | +5.61% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.09% | +10.12% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.07% | -1.97% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.68% | -0.08% | EXIT | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.67% | -0.04% | +17.38% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.66% | -0.21% | +36.17% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.65% | +0.13% | +19.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | +16.85% | Add |
| 2 | BLK | Blackrock Inc | +0.5% | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +9.95% | Add |
| 4 | XLV | Ss Health Care Select Sector | +0.3% | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | +8.09% | Add |
| 6 | CAT | Caterpillar Inc | +0.3% | NEW | New buy |
| 7 | CRM | Salesforce Inc | +0.3% | +13.21% | Add |
| 8 | ETN | Eaton Corporation plc | +0.2% | +225.23% | Add |
| 9 | VNQ | Vanguard Real Estate ETF | +0.2% | +32.23% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +4.59% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.2% | +45.20% | Add |
| 12 | CMG | Chipotle Mexican Grill Inc | +0.2% | +21.35% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.1% | +10.64% | Add |
| 14 | DIS | Walt Disney Co/the | +0.1% | +17.38% | Add |
| 15 | FDX | Fedex CORP | +0.1% | +53.54% | Add |
| 16 | NOW | Servicenow Inc | +0.1% | +46.00% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 18 | BX | Blackstone Inc | +0.1% | +14.46% | Add |
| 19 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +124.87% | Add |
| 22 | AMD | Advanced Micro Devices | +0.1% | +111.31% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | +20.51% | Add |
| 24 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 25 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 26 | MA | Mastercard Inc - A | +0.1% | +8.35% | Add |
| 27 | HON | Honeywell International Inc | +0.1% | +10.03% | Add |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | +16.86% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +11.08% | Add |
| 30 | DE | Deere & Co | +0.1% | +16.99% | Add |
| 31 | COST | Costco Wholesale CORP | +0.1% | +8.03% | Add |
| 32 | CSCO | Cisco Systems Inc | +0.1% | +5.61% | Add |
| 33 | SCHW | Schwab (charles) CORP | +0.1% | +11.05% | Add |
| 34 | ADBE | Adobe Inc | 0% | +36.17% | Add |
| 35 | CVX | Chevron CORP | 0% | +19.23% | Add |
| 36 | COR | Cencora Inc | 0% | +15.82% | Add |
| 37 | ORCL | Oracle CORP | 0% | +15.79% | Add |
| 38 | TJX | Tjx Companies Inc | 0% | +10.12% | Add |
| 39 | AAPL | Apple Inc | 0% | +1.36% | Add |
| 40 | MSFT | Microsoft CORP | -0.1% | +8.62% | Add |
| 41 | ED | Consolidated Edison Inc | -0.1% | EXIT | Sold out |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | EXIT | Sold out |
| 43 | KLAC | Kla CORP | -0.2% | EXIT | Sold out |
| 44 | NFRA | Flexshares Stoxx Global Broa | -0.2% | +14.16% | Add |
| 45 | BIIB | Biogen Inc | -0.2% | -60.86% | Trim |
| 46 | HYGV | Flexshares High Yield Value | -0.4% | +4.53% | Add |
| 47 | KO | Coca-cola Co/the | -0.5% | +4.44% | Add |
| 48 | GUNR | Flexshares Global Upstream N | -0.5% | +3.60% | Add |
| 49 | BLKCHF | Blackrock Inc | -0.5% | EXIT | Sold out |
| 50 | LLY | Eli Lilly & Co | -0.6% | -20.83% | Trim |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $328.9M across 108 disclosed positions in Q4 2024.
During Q4 2024, United Bank's top holdings by market value included HYGV (5.5%)、AAPL (4.7%)、NVDA (3.7%). The largest single position, HYGV, represented 5.5% 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, NVDA) accounted for 15.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.3M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.1M
In Q4 2024, United Bank made 50 total portfolio adjustments, initiating 8 new buys, adding to 36 positions, trimming 2 holdings, and fully liquidating 4 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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