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CIK: 0001697791
Total reported value
$328.9M
$328.9M
113 檔
14.2%
As reported in its official Q1 2025 Form 13F filing, United Bank's tracked investment portfolio stood at $328.9M with 113 total positions.
In Q1 2025, United Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including HYGV, AAPL, NFRA) accounted for 14.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
HYGV
市值: $13.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYGV | Flexshares High Yield Value | ETF-High Yield | 5.37% | -0.16% | +0.95% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.14% | -7.75% | |
| 3 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 3.63% | -0.19% | +4.11% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | -0.42% | +6.54% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.20% | +10.84% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.06% | +1.20% | +8.98% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.88% | +0.52% | +2.06% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.77% | +0.12% | +9.85% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.70% | +0.02% | -2.86% | |
| 10 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.56% | -0.73% | +2.71% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.51% | — | +7.35% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.47% | -0.02% | -1.40% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.19% | -0.28% | -12.89% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.15% | -0.05% | +1.27% | |
| 15 | SO | Southern Co/the | Stock-Utilities | 2.13% | -0.14% | +0.60% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.91% | +0.04% | +8.01% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.77% | +1.30% | +3.43% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.62% | -0.07% | +6.72% | |
| 19 | TFC | Truist Financial CORP | Stock-Financials | 1.53% | -0.02% | +18.96% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.50% | +0.01% | +0.38% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.48% | -0.81% | -6.28% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.48% | -0.24% | +2.73% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.20% | -2.39% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.36% | +0.13% | +4.79% | |
| 25 | QLV | Flexshares US Quality Low Vo | ETF-Other | 1.27% | +0.02% | +5.23% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.03% | +3.57% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.15% | -0.17% | +7.70% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.08% | +13.13% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.08% | -0.15% | +17.30% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.07% | +0.58% | -1.15% | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.06% | -0.26% | +8.09% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.41% | +6.70% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 1.03% | -0.25% | +206.20% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.99% | -0.22% | +8.20% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.12% | -0.52% | |
| 36 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.98% | — | +5.15% | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 0.92% | -0.18% | +1.55% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.89% | -0.09% | +13.13% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.85% | -0.55% | EXIT | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.01% | +6.35% | |
| 41 | COR | Cencora Inc | Stock-Healthcare | 0.77% | -0.11% | +3.70% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | +0.28% | +0.37% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.09% | +6.19% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.07% | +14.94% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.24% | +6.54% | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.71% | -0.19% | EXIT | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.68% | -0.10% | +8.15% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.04% | +11.92% | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.65% | -0.23% | EXIT | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.05% | +110.74% |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $328.9M across 113 disclosed positions in Q1 2025.
During Q1 2025, United Bank's top holdings by market value included HYGV (5.4%)、AAPL (3.8%)、NFRA (3.6%). The largest single position, HYGV, represented 5.4% of total portfolio value.
In Q1 2025, United Bank made 50 total portfolio adjustments, initiating 50 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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