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CIK: 0001697791
Total reported value
$328.9M
$328.9M
119 檔
17.6%
According to the latest 13F quarterly dataset, United Bank managed an equity portfolio of $328.9M at the end of Q3 2025, spanning 119 distinct U.S. exchange-listed positions.
In Q3 2025, United Bank displayed an active expansion posture, initiating 5 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.49% | +0.20% | +3.75% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.17% | +0.14% | +2.96% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.95% | +0.52% | -2.89% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.76% | +1.20% | +4.98% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.42% | +1.94% | |
| 6 | HYGV | Flexshares High Yield Value | ETF-High Yield | 3.47% | -0.16% | +4.06% | |
| 7 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 3.46% | -0.19% | +13.38% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.09% | +0.12% | +9.20% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.08% | +0.02% | +0.32% | |
| 10 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.70% | -0.73% | +2.78% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.13% | -0.02% | +1.41% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.11% | +0.04% | -3.67% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.96% | -0.28% | +4.24% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.92% | -0.05% | +3.49% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | -0.20% | +5.29% | |
| 16 | SO | Southern Co/the | Stock-Utilities | 1.83% | -0.14% | -0.86% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.78% | +1.30% | +3.53% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.51% | -0.07% | +8.17% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.44% | -0.01% | -2.21% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.43% | -0.81% | +5.75% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.41% | +0.13% | +3.63% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.38% | +0.01% | -0.43% | |
| 23 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.16% | -0.26% | +5.38% | |
| 24 | QLV | Flexshares US Quality Low Vo | ETF-Other | 1.13% | +0.02% | -2.82% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.17% | +5.72% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 1.09% | -0.24% | -2.12% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.02% | +0.58% | +0.58% | |
| 28 | TFC | Truist Financial CORP | Stock-Financials | 0.99% | -0.02% | -10.32% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.96% | -0.15% | +13.94% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.92% | -0.25% | +0.04% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.92% | -0.09% | -1.70% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.90% | +1.80% | +20.72% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.41% | +4.74% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.03% | -5.87% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.08% | +5.38% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.87% | -0.10% | +7.74% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.22% | +0.48% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.09% | +3.22% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.05% | +4.96% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 0.80% | -0.11% | +4.37% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.28% | +13.19% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.76% | -0.55% | EXIT | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.44% | +11.12% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.12% | -1.89% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.07% | +16.13% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.67% | -0.18% | +5.84% | |
| 47 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.67% | — | +15.95% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.04% | +6.96% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | — | -58.20% | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.62% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +3.75% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | -2.89% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.7% | +4.98% | Add |
| 4 | ORCL | Oracle CORP | +0.6% | -2.21% | Add |
| 5 | CAT | Caterpillar Inc | +0.5% | +11.12% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +1.94% | Trim |
| 7 | AMD | Advanced Micro Devices | +0.4% | +20.72% | Add |
| 8 | AAPL | Apple Inc | +0.4% | +2.96% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +5.29% | Add |
| 10 | NFLX | Netflix Inc | +0.4% | +385.65% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | +0.32% | Add |
| 12 | RTX | Rtx CORP | +0.4% | +16.13% | Add |
| 13 | AMZN | Amazon.com Inc | +0.3% | +9.20% | Add |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -3.67% | Add |
| 15 | ETN | Eaton Corporation plc | +0.2% | +9.91% | Add |
| 16 | JNJ | Johnson & Johnson | +0.2% | +4.96% | Add |
| 17 | BX | Blackstone Inc | +0.2% | +7.74% | Add |
| 18 | PYPL | Paypal Holdings Inc | +0.2% | +23.87% | Add |
| 19 | GUNR | Flexshares Global Upstream N | +0.1% | +2.78% | Add |
| 20 | NOW | Servicenow Inc | +0.1% | +12.57% | Add |
| 21 | CARR | Carrier Global CORP | +0.1% | +23.57% | Add |
| 22 | NSC | Norfolk Southern CORP | +0.1% | +5.38% | Add |
| 23 | ACN | Accenture plc | +0.1% | +28.52% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | +3.22% | Add |
| 25 | SCHW | Schwab (charles) CORP | +0.1% | +2.68% | Add |
| 26 | 6D8 | Dupont De Nemours Inc | +0.1% | +12.69% | Add |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.63% | Add |
| 28 | GD | General Dynamics CORP | 0% | -1.70% | Trim |
| 29 | COR | Cencora Inc | 0% | +4.37% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | +13.19% | Add |
| 31 | IJH | Ishares Core S&p Midcap ETF | 0% | +3.53% | Add |
| 32 | LOW | Lowe's Cos Inc | 0% | +5.72% | Add |
| 33 | ABT | Abbott Laboratories | -0.1% | +5.75% | Add |
| 34 | MA | Mastercard Inc - A | -0.1% | +8.17% | Add |
| 35 | NFRA | Flexshares Stoxx Global Broa | -0.2% | +13.38% | Add |
| 36 | MO | Altria Group Inc | -0.2% | +1.37% | Trim |
| 37 | XLI | Ss Industrial Select Sector | -0.2% | -3.15% | Trim |
| 38 | CMG | Chipotle Mexican Grill Inc | -0.3% | +15.95% | Add |
| 39 | FDX | Fedex CORP | -0.3% | -47.65% | Trim |
| 40 | CDW | Cdw Corp/de | -0.4% | -36.92% | Trim |
| 41 | BLK | Blackrock Inc | -0.4% | -22.67% | Trim |
| 42 | XLE | Ss Energy Select Sector | -0.4% | -2.12% | Trim |
| 43 | TFC | Truist Financial CORP | -0.5% | -10.32% | Trim |
| 44 | VNQ | Vanguard Real Estate ETF | -1.9% | -58.20% | Trim |
| 45 | HYGV | Flexshares High Yield Value | -1.9% | +4.06% | Trim |
| 46 | XLRE | Ss Real Estate Select Sector | — | NEW | New buy |
| 47 | C | Citigroup Inc | — | NEW | New buy |
| 48 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 49 | INTU | Intuit Inc | — | NEW | New buy |
| 50 | ACHR | Archer Aviation Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $328.9M across 119 disclosed positions in Q3 2025.
During Q3 2025, United Bank's top holdings by market value included NVDA (4.5%)、AAPL (4.2%)、GOOGL (4.0%). The largest single position, NVDA, represented 4.5% 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 NVDA, AAPL, GOOGL) accounted for 17.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
XLRE
市值: $1.8M
Top Position Liquidated / Trimmed
HYGV
前期市值: $13.0M
In Q3 2025, United Bank made 50 total portfolio adjustments, initiating 5 new buys, adding to 33 positions, trimming 12 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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