Basic Stats
Portfolio Value $ 835,349,130
Current Positions 138
Latest Holdings, Performance, AUM (from 13F, 13D)

United Bank has disclosed 138 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 835,349,130 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). United Bank’s top holdings are Hubbell Incorporated (US:HUBB) , iShares, Inc. - iShares MSCI Emerging Markets ex China ETF (US:EMXC) , iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) , Microsoft Corporation (US:MSFT) , and iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) . United Bank’s new positions include GE Vernova Inc. (US:GEV) , Capital One Financial Corporation (US:COF) , Genelux Corporation (US:GNLX) , .

United Bank - Portfolio Value
Add This Fund
to your Dashboard
Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.30 15.92 1.9053 0.1082
0.01 2.55 0.3050 0.0406
0.00 0.31 0.0375 0.0375
0.00 0.61 0.0315 0.0315
0.00 0.22 0.0260 0.0260
0.00 0.33 0.0169 0.0169
0.00 0.23 0.0119 0.0119
0.00 0.22 0.0115 0.0115
0.00 0.22 0.0113 0.0113
0.00 0.22 0.0113 0.0113
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.29 117.14 6.0088 -6.0658
0.40 43.51 2.2321 -3.0290
0.75 47.23 2.4225 -2.8495
0.31 31.13 1.5968 -2.3411
0.08 38.70 1.9849 -1.8198
0.10 28.87 1.4809 -1.6538
0.12 16.48 0.8452 -1.5366
0.05 13.77 0.7062 -1.2388
0.09 14.11 0.7239 -1.2319
0.06 14.73 0.7557 -1.1997
13F and Fund Filings

This form was filed on 2025-07-18 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
HUBB / Hubbell Incorporated 0.29 0.00 117.14 23.42 6.0088 -6.0658
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.75 -0.57 47.23 13.96 2.4225 -2.8495
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.40 0.68 43.51 5.22 2.2321 -3.0290
MSFT / Microsoft Corporation 0.08 -2.35 38.70 29.39 1.9849 -1.8198
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.31 0.28 31.13 0.57 1.5968 -2.3411
JPM / JPMorgan Chase & Co. 0.10 -0.86 28.87 17.17 1.4809 -1.6538
AAPL / Apple Inc. 0.14 -3.69 28.17 -11.04 3.3720 -0.6562
UBSI / United Bankshares, Inc. 0.71 0.18 25.97 5.27 3.1093 -0.0296
IRM / Iron Mountain Incorporated 0.18 -3.81 18.57 14.68 0.9524 -1.1074
CSCO / Cisco Systems, Inc. 0.25 -1.87 17.33 10.33 0.8889 -1.1093
CVX / Chevron Corporation 0.12 2.82 16.48 -11.99 0.8452 -1.5366
GLW / Corning Incorporated 0.30 -1.92 15.92 12.67 1.9053 0.1082
ABT / Abbott Laboratories 0.12 -2.41 15.65 0.06 0.8030 -1.1874
WM / Waste Management, Inc. 0.06 -3.03 14.73 -4.16 0.7557 -1.1997
PG / The Procter & Gamble Company 0.09 -1.81 14.11 -8.20 0.7239 -1.2319
TXN / Texas Instruments Incorporated 0.07 -0.92 14.09 14.48 0.7228 -0.8432
MCD / McDonald's Corporation 0.05 -3.73 13.77 -9.95 0.7062 -1.2388
DOV / Dover Corporation 0.07 -1.64 13.57 2.59 0.6959 -0.9865
GD / General Dynamics Corporation 0.05 -1.28 13.35 5.63 0.6848 -0.9230
BLK / BlackRock, Inc. 0.01 0.85 13.29 11.80 0.6817 -0.8305
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.12 -0.86 12.97 17.58 0.6652 -0.7378
AMGN / Amgen Inc. 0.05 -1.44 12.88 -11.67 0.6607 -1.1944
APD / Air Products and Chemicals, Inc. 0.04 -0.06 12.37 -4.42 0.6345 -1.0119
JNJ / Johnson & Johnson 0.08 -1.50 12.35 -9.27 0.6334 -1.0981
CMI / Cummins Inc. 0.04 2.47 12.12 7.07 0.6218 -0.8186
EOG / EOG Resources, Inc. 0.10 -0.95 11.96 -7.61 0.6133 -1.0332
HON / Honeywell International Inc. 0.05 7.46 11.73 18.18 0.6018 -0.6611
CME / CME Group Inc. 0.04 9.76 10.28 14.03 0.5276 -0.6198
AFL / Aflac Incorporated 0.09 7.05 9.44 1.54 0.4841 -0.6984
PEP / PepsiCo, Inc. 0.07 12.38 9.39 -1.03 0.4816 -0.7253
HSY / The Hershey Company 0.06 12.41 9.37 9.07 0.4804 -0.6120
LMT / Lockheed Martin Corporation 0.02 9.58 9.26 13.61 0.4752 -0.5621
GILD / Gilead Sciences, Inc. 0.08 9.00 9.22 7.85 0.4731 -0.6148
AWK / American Water Works Company, Inc. 0.07 10.16 9.10 3.88 1.0898 -0.0251
ITW / Illinois Tool Works Inc. 0.04 7.98 8.99 7.65 0.4612 -0.6013
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.03 -2.49 8.42 5.51 0.4321 -0.5837
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.08 0.18 7.05 -1.47 0.3615 -0.5483
XOM / Exxon Mobil Corporation 0.06 -8.36 6.45 -16.94 0.3310 -0.6573
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.05 0.40 5.80 0.36 0.2976 -0.4378
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.02 2.01 5.37 9.04 0.2754 -0.3511
SPY / SPDR S&P 500 ETF 0.01 -1.92 5.33 8.33 0.2734 -0.3526
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.02 0.00 4.86 10.58 0.2494 -0.3100
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.08 7.08 4.25 7.90 0.2180 -0.2831
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 -12.29 4.03 3.71 0.2066 -0.2876
KLAC / KLA Corporation 0.00 0.00 3.77 31.79 0.1933 -0.1705
KO / The Coca-Cola Company 0.05 -2.33 3.67 -3.52 0.1883 -0.2957
NVDA / NVIDIA Corporation 0.02 -1.81 3.49 43.13 0.1790 -0.1311
VTV / Vanguard Index Funds - Vanguard Value ETF 0.02 -10.88 2.91 -8.82 0.1491 -0.2564
AMZN / Amazon.com, Inc. 0.01 -14.92 2.88 -1.91 0.1479 -0.2260
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.03 0.00 2.65 9.25 0.1358 -0.1724
TSLA / Tesla, Inc. 0.01 0.00 2.55 22.57 0.3050 0.0406
META / Meta Platforms, Inc. 0.00 -26.87 1.97 -6.33 0.1010 -0.1664
V / Visa Inc. 0.01 -26.38 1.90 -25.42 0.2280 -0.0969
EFA / iShares Trust - iShares MSCI EAFE ETF 0.02 0.00 1.82 9.43 0.0935 -0.1185
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.02 0.00 1.72 1.00 0.0883 -0.1285
WMT / Walmart Inc. 0.02 0.00 1.60 11.44 0.0820 -0.1006
MUB / iShares Trust - iShares National Muni Bond ETF 0.02 0.00 1.59 -0.87 0.0818 -0.1229
GOOGL / Alphabet Inc. 0.01 -37.40 1.52 -28.67 0.0781 -0.1935
HD / The Home Depot, Inc. 0.00 2.02 1.48 2.07 0.0758 -0.1084
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 1.42 17.54 0.0729 -0.0809
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.02 0.00 1.42 11.32 0.0726 -0.0893
LLY / Eli Lilly and Company 0.00 -9.20 1.38 -14.30 0.0710 -0.1345
ABBV / AbbVie Inc. 0.01 -10.80 1.38 -20.96 0.0708 -0.1514
T / AT&T Inc. 0.04 -3.81 1.30 -1.59 0.0666 -0.1012
AEP / American Electric Power Company, Inc. 0.01 -0.62 1.29 -5.64 0.0662 -0.1077
VZ / Verizon Communications Inc. 0.03 -3.05 1.24 -7.55 0.0634 -0.1067
SO / The Southern Company 0.01 0.00 1.21 -0.17 0.0619 -0.0919
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.02 -16.53 1.18 -11.29 0.0605 -0.1086
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 0.00 1.16 10.02 0.0597 -0.0749
TFC / Truist Financial Corporation 0.03 0.00 1.16 4.41 0.1390 -0.0024
DUK / Duke Energy Corporation 0.01 0.00 1.13 -3.26 0.0578 -0.0903
PFE / Pfizer Inc. 0.04 -19.05 1.02 -22.59 0.1223 -0.0456
GOOG / Alphabet Inc. 0.01 -14.91 1.02 -3.41 0.0523 -0.0820
APP / AppLovin Corporation 0.00 -14.33 0.90 13.22 0.0462 -0.0550
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.01 0.00 0.87 0.58 0.0445 -0.0653
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 0.00 0.86 4.90 0.0439 -0.0599
BMY / Bristol-Myers Squibb Company 0.02 -5.24 0.84 -28.09 0.0430 -0.1052
ORCL / Oracle Corporation 0.00 -21.73 0.81 22.49 0.0414 -0.0424
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 0.73 -8.77 0.0374 -0.0642
DGX / Quest Diagnostics Incorporated 0.00 -32.73 0.69 -28.56 0.0356 -0.0879
DE / Deere & Company 0.00 -18.47 0.67 -11.68 0.0806 -0.0164
RSG / Republic Services, Inc. 0.00 -18.21 0.67 -16.67 0.0344 -0.0680
MMM / 3M Company 0.00 0.00 0.66 3.79 0.0337 -0.0469
ED / Consolidated Edison, Inc. 0.01 0.00 0.65 -9.26 0.0332 -0.0575
MS / Morgan Stanley 0.00 0.00 0.63 20.57 0.0325 -0.0343
NFLX / Netflix, Inc. 0.00 0.00 0.63 43.61 0.0323 -0.0235
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.01 -1.18 0.63 9.04 0.0322 -0.0410
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.00 0.62 10.55 0.0317 -0.0395
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 0.61 0.0315 0.0315
GE / General Electric Company 0.00 -1.04 0.61 27.14 0.0313 -0.0297
ALL / The Allstate Corporation 0.00 0.00 0.60 -2.90 0.0310 -0.0481
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.00 0.58 6.23 0.0298 -0.0398
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 0.00 0.56 0.36 0.0289 -0.0426
GRMN / Garmin Ltd. 0.00 0.00 0.52 -3.87 0.0625 -0.0066
CAT / Caterpillar Inc. 0.00 -16.12 0.52 -1.33 0.0267 -0.0404
NEE / NextEra Energy, Inc. 0.01 0.00 0.51 -2.11 0.0263 -0.0402
MO / Altria Group, Inc. 0.01 0.00 0.49 -2.37 0.0254 -0.0390
BRK.B / Berkshire Hathaway Inc. 0.00 -42.71 0.49 -47.81 0.0251 -0.0939
YUM / Yum! Brands, Inc. 0.00 0.00 0.47 -5.77 0.0243 -0.0397
CMCSA / Comcast Corporation 0.01 0.00 0.47 -3.29 0.0241 -0.0377
MA / Mastercard Incorporated 0.00 -0.88 0.45 1.60 0.0229 -0.0329
PJT / PJT Partners Inc. 0.00 0.00 0.44 19.84 0.0226 -0.0243
IBIT / iShares Bitcoin Trust ETF 0.01 0.00 0.41 30.67 0.0490 0.0092
BAC / Bank of America Corporation 0.01 -1.13 0.38 12.13 0.0195 -0.0236
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.01 0.00 0.38 -0.26 0.0452 -0.0029
BKNG / Booking Holdings Inc. 0.00 -9.72 0.38 13.60 0.0193 -0.0229
D / Dominion Energy, Inc. 0.01 -0.69 0.38 0.00 0.0193 -0.0285
LHX / L3Harris Technologies, Inc. 0.00 0.00 0.36 19.80 0.0187 -0.0200
MRK / Merck & Co., Inc. 0.00 0.00 0.36 -11.71 0.0186 -0.0337
COST / Costco Wholesale Corporation 0.00 -0.84 0.35 3.85 0.0180 -0.0250
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 -47.76 0.35 -42.12 0.0179 -0.0588
MU / Micron Technology, Inc. 0.00 0.33 0.0169 0.0169
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 0.00 0.33 8.33 0.0167 -0.0216
UNH / UnitedHealth Group Incorporated 0.00 109.80 0.32 25.00 0.0165 -0.0162
WFC / Wells Fargo & Company 0.00 0.00 0.32 11.50 0.0164 -0.0201
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.00 0.32 -1.24 0.0163 -0.0246
GEV / GE Vernova Inc. 0.00 0.31 0.0375 0.0375
TJX / The TJX Companies, Inc. 0.00 -1.61 0.30 -0.33 0.0155 -0.0231
PANW / Palo Alto Networks, Inc. 0.00 0.00 0.29 19.67 0.0150 -0.0160
GIS / General Mills, Inc. 0.01 0.00 0.28 -13.41 0.0146 -0.0272
XYL / Xylem Inc. 0.00 0.00 0.28 8.40 0.0341 0.0006
ADP / Automatic Data Processing, Inc. 0.00 -52.55 0.28 -52.15 0.0143 -0.0597
ZTS / Zoetis Inc. 0.00 0.00 0.25 -5.32 0.0128 -0.0207
IBB / iShares Trust - iShares Biotechnology ETF 0.00 0.00 0.24 -1.23 0.0124 -0.0187
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 0.23 0.0119 0.0119
LOW / Lowe's Companies, Inc. 0.00 -77.79 0.23 -78.87 0.0117 -0.1256
CTVA / Corteva, Inc. 0.00 0.22 0.0115 0.0115
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.22 0.0113 0.0113
FWONK / Formula One Group 0.00 0.22 0.0113 0.0113
CL / Colgate-Palmolive Company 0.00 0.00 0.22 -2.68 0.0112 -0.0174
COF / Capital One Financial Corporation 0.00 0.22 0.0260 0.0260
INTU / Intuit Inc. 0.00 0.22 0.0110 0.0110
CINF / Cincinnati Financial Corporation 0.00 0.00 0.21 0.48 0.0107 -0.0156
IBM / International Business Machines Corporation 0.00 0.21 0.0107 0.0107
TRVI / Trevi Therapeutics, Inc. 0.03 0.00 0.17 -13.27 0.0088 -0.0162
ATYR / aTyr Pharma, Inc. 0.02 21.69 0.09 107.32 0.0102 0.0049
CRDF / Cardiff Oncology, Inc. 0.02 -2.18 0.07 -1.41 0.0036 -0.0055
GNLX / Genelux Corporation 0.01 0.03 0.0041 0.0041
AVGO / Broadcom Inc. 0.00 -100.00 0.00 0.0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
UPS / United Parcel Service, Inc. 0.00 -100.00 0.00 0.0000
RTX / RTX Corporation 0.00 -100.00 0.00 0.0000
NSC / Norfolk Southern Corporation 0.00 -100.00 0.00 0.0000
TGT / Target Corporation 0.00 -100.00 0.00 0.0000
VOR / Vor Biopharma Inc. 0.00 -100.00 0.00 0.0000
ZBH / Zimmer Biomet Holdings, Inc. 0.00 -100.00 0.00 0.0000
USB / U.S. Bancorp 0.00 -100.00 0.00 0.0000