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CIK: 0001697791
Total reported value
$328.9M
$328.9M
116 檔
14.9%
In Q2 2025, United Bank's U.S. equity holdings reached a combined market value of $328.9M, distributed across 116 disclosed stock positions.
In Q2 2025, United Bank displayed an active expansion posture, initiating 5 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, HYGV) accounted for 14.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.03% | +0.20% | -7.17% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.42% | -4.13% | |
| 3 | HYGV | Flexshares High Yield Value | ETF-High Yield | 3.65% | -0.16% | -27.67% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.59% | +0.14% | +12.00% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.54% | +1.20% | +1.85% | |
| 6 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 3.30% | -0.19% | -8.54% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.25% | +0.52% | +6.92% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | +0.12% | +5.28% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.11% | +0.02% | +5.23% | |
| 10 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.65% | -0.73% | +7.80% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.47% | -0.02% | +9.49% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.21% | -0.28% | +4.19% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | +0.04% | +4.58% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.98% | -0.05% | +5.02% | |
| 15 | SO | Southern Co/the | Stock-Utilities | 1.97% | -0.14% | -0.03% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.94% | -0.20% | +13.61% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.80% | +1.30% | +3.35% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.65% | — | -27.84% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.52% | -0.07% | -1.24% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.51% | -0.81% | +7.41% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.45% | +0.01% | +1.81% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.37% | +0.13% | +4.76% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.26% | -0.01% | +6.84% | |
| 24 | QLV | Flexshares US Quality Low Vo | ETF-Other | 1.21% | +0.02% | -0.33% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.16% | -0.24% | -6.22% | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 1.14% | -0.02% | -22.85% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.12% | +0.58% | -5.52% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.06% | -0.15% | +5.16% | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.03% | -0.26% | -2.88% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.03% | -0.17% | +1.29% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.03% | +2.41% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.99% | -0.25% | +11.58% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.08% | -4.45% | |
| 34 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.91% | — | -9.61% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.22% | +6.01% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.41% | +2.83% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.88% | -0.09% | -0.14% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.12% | — | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.82% | -0.55% | EXIT | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 0.81% | -0.11% | +4.53% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.28% | -2.62% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.77% | -0.10% | +14.65% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.77% | -0.09% | +7.63% | |
| 44 | ICE | Intercontinental Exchange In | Stock-Financials | 0.76% | -0.18% | -15.58% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | -0.04% | -3.58% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.72% | +1.80% | +22.02% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.05% | +32.67% | |
| 48 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.68% | -0.23% | EXIT | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.24% | +7.74% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.44% | +108.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -7.17% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | -4.13% | Trim |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +13.61% | Add |
| 4 | XLK | Ss Technology Select Sector | +0.5% | +1.85% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | +6.84% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +5.23% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +6.92% | Add |
| 8 | C | Citigroup Inc | +0.4% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.4% | +5.28% | Add |
| 10 | CAT | Caterpillar Inc | +0.3% | +108.53% | Add |
| 11 | KKR | Kkr & Co Inc | +0.3% | NEW | New buy |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +4.58% | Add |
| 13 | INTU | Intuit Inc | +0.3% | NEW | New buy |
| 14 | AMD | Advanced Micro Devices | +0.3% | +22.02% | Add |
| 15 | RTX | Rtx CORP | +0.2% | +68.04% | Add |
| 16 | ETN | Eaton Corporation plc | +0.2% | +24.01% | Add |
| 17 | NOW | Servicenow Inc | +0.2% | +15.51% | Add |
| 18 | PYPL | Paypal Holdings Inc | +0.2% | +40.07% | Add |
| 19 | CARR | Carrier Global CORP | +0.2% | +41.18% | Add |
| 20 | ACHR | Archer Aviation Inc-a | +0.2% | NEW | New buy |
| 21 | ACN | Accenture plc | +0.1% | +49.75% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 23 | GUNR | Flexshares Global Upstream N | +0.1% | +7.80% | Add |
| 24 | BX | Blackstone Inc | +0.1% | +14.65% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +32.67% | Add |
| 26 | DIS | Walt Disney Co/the | +0.1% | -3.58% | Trim |
| 27 | SCHW | Schwab (charles) CORP | +0.1% | +7.14% | Add |
| 28 | NKE | Nike Inc -cl B | +0.1% | +11.32% | Add |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | -5.52% | Trim |
| 30 | COR | Cencora Inc | 0% | +4.53% | Add |
| 31 | IJH | Ishares Core S&p Midcap ETF | 0% | +3.35% | Add |
| 32 | ABT | Abbott Laboratories | 0% | +7.41% | Add |
| 33 | COST | Costco Wholesale CORP | 0% | +4.19% | Add |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | +4.76% | Add |
| 35 | KO | Coca-cola Co/the | — | +9.49% | Add |
| 36 | XLC | Ss Comm Select Sector Spdr | -0.1% | EXIT | Sold out |
| 37 | HD | Home Depot Inc | -0.2% | -14.06% | Trim |
| 38 | AVGO | Broadcom Inc | -0.2% | EXIT | Sold out |
| 39 | AAPL | Apple Inc | -0.2% | +12.00% | Add |
| 40 | MRSH | Marsh & Mclennan Cos | -0.2% | -9.52% | Trim |
| 41 | MO | Altria Group Inc | -0.2% | -59.74% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -4.45% | Trim |
| 43 | XLI | Ss Industrial Select Sector | -0.2% | -47.17% | Trim |
| 44 | FDX | Fedex CORP | -0.3% | -54.25% | Trim |
| 45 | CDW | Cdw Corp/de | -0.3% | -60.97% | Trim |
| 46 | BLK | Blackrock Inc | -0.3% | -60.82% | Trim |
| 47 | XLE | Ss Energy Select Sector | -0.3% | -6.22% | Trim |
| 48 | TFC | Truist Financial CORP | -0.4% | -22.85% | Trim |
| 49 | VNQ | Vanguard Real Estate ETF | -0.9% | -27.84% | Trim |
| 50 | HYGV | Flexshares High Yield Value | -1.7% | -27.67% | Trim |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $328.9M across 116 disclosed positions in Q2 2025.
During Q2 2025, United Bank's top holdings by market value included NVDA (4.0%)、MSFT (3.9%)、HYGV (3.6%). The largest single position, NVDA, represented 4.0% 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.
Top New Position Initiated
C
市值: $971.6K
Top Position Liquidated / Trimmed
AVGO
前期市值: $391.6K
In Q2 2025, United Bank made 50 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 16 holdings, and fully liquidating 2 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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