United Bank - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, United Bank held in its portfolio 124 assets valued at $294,934,886 (i.e. $294.94M).
The most valuable assets in the portfolio included: ALPHABET INC ($14.06M), APPLE INC ($12.58M), and NVIDIA CORPORATION ($11.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 124 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
United Bank - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 44903 | 14054639 | CAP STK CL A |
| APPLE INC | 46256 | 12575156 | COM |
| NVIDIA CORPORATION | 62484 | 11653266 | COM |
| SELECT SECTOR SPDR TR | 80107 | 11533005 | STATE STREET TEC |
| MICROSOFT CORP | 21813 | 10549203 | COM |
| FLEXSHARES TR | 169510 | 10257050 | STOXX GLOBR INF |
| AMAZON COM INC | 41890 | 9669050 | COM |
| FLEXSHARES TR | 236150 | 9619587 | HIG YLD VL ETF |
| JPMORGAN CHASE & CO. | 28235 | 9097882 | COM |
| FLEXSHARES TR | 175309 | 8037918 | MORNSTAR UPSTR |
| COCA COLA CO | 92390 | 6458985 | COM |
| ISHARES TR | 47602 | 5867423 | S&P 500 GRWT ETF |
| SCHWAB STRATEGIC TR | 210092 | 5762824 | US DIVIDEND EQ |
| ISHARES TR | 85873 | 5667618 | CORE S&P MCP ETF |
| COSTCO WHSL CORP NEW | 5670 | 4889468 | COM |
| SOUTHERN CO | 55311 | 4823119 | COM |
| META PLATFORMS INC | 7113 | 4695220 | CL A |
| MASTERCARD INCORPORATED | 7787 | 4445443 | CL A |
| VANGUARD INDEX FDS | 21094 | 4028743 | VALUE ETF |
| ISHARES TR | 33167 | 3986010 | CORE S&P SCP ETF |
| ABBOTT LABS | 31805 | 3984848 | COM |
| SELECT SECTOR SPDR TR | 89953 | 3629604 | STATE STREET REA |
| NORFOLK SOUTHN CORP | 11576 | 3342223 | COM |
| SALESFORCE INC | 11950 | 3165675 | COM |
| ADVANCED MICRO DEVICES INC | 14667 | 3141085 | COM |
| SELECT SECTOR SPDR TR | 68997 | 3084856 | STATE STREET ENE |
| FLEXSHARES TR | 42661 | 3073725 | US QT LW VLTY |
| ORACLE CORP | 15730 | 3065934 | COM |
| TRUIST FINL CORP | 61362 | 3019624 | COM |
| ELI LILLY & CO | 2791 | 2999432 | COM |
| LOWES COS INC | 12279 | 2961204 | COM |
| EXXON MOBIL CORP | 23781 | 2861806 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5344 | 2686162 | CL B NEW |
| CATERPILLAR INC | 4651 | 2664418 | COM |
| TJX COS INC NEW | 17276 | 2653766 | COM |
| JOHNSON & JOHNSON | 12805 | 2649995 | COM |
| CISCO SYS INC | 34022 | 2620715 | COM |
| GENERAL DYNAMICS CORP | 7700 | 2592282 | COM |
| MCDONALDS CORP | 8370 | 2558123 | COM |
| CENCORA INC | 7344 | 2480436 | COM |
| PROCTER AND GAMBLE CO | 16640 | 2384678 | COM |
| PALO ALTO NETWORKS INC | 12705 | 2340261 | COM |
| RTX CORPORATION | 12741 | 2336699 | COM |
| BLACKSTONE INC | 14969 | 2307322 | COM |
| HONEYWELL INTL INC | 10511 | 2050591 | COM |
| ANALOG DEVICES INC | 7486 | 2030203 | COM |
| DISNEY WALT CO | 17757 | 2020214 | COM |
| SELECT SECTOR SPDR TR | 12774 | 1977415 | STATE STREET HEA |
| INTERCONTINENTAL EXCHANGE IN | 11530 | 1867399 | COM |
| CITIGROUP INC | 15852 | 1849770 | COM NEW |
| GSK PLC | 37336 | 1830957 | SPONSORED ADR |
| NETFLIX INC | 19252 | 1805068 | COM |
| CHEVRON CORP NEW | 11458 | 1746314 | COM |
| SCHWAB CHARLES CORP | 16509 | 1649414 | COM |
| BROADCOM INC | 4458 | 1542914 | COM |
| BRISTOL-MYERS SQUIBB CO | 28596 | 1542468 | COM |
| PFIZER INC | 60557 | 1507869 | COM |
| NEXTERA ENERGY INC | 18577 | 1491362 | COM |
| ARCHER AVIATION INC | 176664 | 1328513 | COM CL A |
| ACCENTURE PLC IRELAND | 4888 | 1311450 | SHS CLASS A |
| INTERNATIONAL BUSINESS MACHS | 4360 | 1291476 | COM |
| ADOBE INC | 3609 | 1263114 | COM |
| HOME DEPOT INC | 3664 | 1260782 | COM |
| EATON CORP PLC | 3945 | 1256522 | SHS |
| ZIMMER BIOMET HOLDINGS INC | 13967 | 1255913 | COM |
| KKR & CO INC | 9769 | 1245352 | COM |
| MONDELEZ INTL INC | 23081 | 1242450 | CL A |
| MARSH & MCLENNAN COS INC | 6633 | 1230554 | COM |
| SERVICENOW INC | 7727 | 1183699 | COM |
| PAYPAL HLDGS INC | 19880 | 1160594 | COM |
| SPDR GOLD TR | 2841 | 1125917 | GOLD SHS |
| AMERICAN TOWER CORP NEW | 6276 | 1101877 | COM |
| INTUIT | 1647 | 1091006 | COM |
| NIKE INC | 16995 | 1082751 | CL B |
| SPDR S&P 500 ETF TR | 1581 | 1078116 | TR UNIT |
| ISHARES TR | 1516 | 1038369 | CORE S&P500 ETF |
| BECTON DICKINSON & CO | 4859 | 942986 | COM |
| INVESCO QQQ TR | 1453 | 892592 | UNIT SER 1 |
| DEERE & CO | 1903 | 885980 | COM |
| WALMART INC | 7533 | 839252 | COM |
| AT&T INC | 33770 | 838847 | COM |
| MEDTRONIC PLC | 8337 | 800852 | SHS |
| SPDR SERIES TRUST | 5495 | 764684 | STATE STREET SPD |
| EMERSON ELEC CO | 5466 | 725448 | COM |
| BOEING CO | 3321 | 721056 | COM |
| DUKE ENERGY CORP NEW | 6089 | 713692 | COM NEW |
| DUPONT DE NEMOURS INC | 16829 | 676526 | COM |
| CHIPOTLE MEXICAN GRILL INC | 18211 | 673807 | COM |
| SPDR INDEX SHS FDS | 10668 | 662910 | GLB NAT RESRCE |
| SELECT SECTOR SPDR TR | 4229 | 656002 | STATE STREET IND |
| FREEPORT-MCMORAN INC | 12727 | 646404 | CL B |
| TESLA INC | 1314 | 590932 | COM |
| YUM BRANDS INC | 3859 | 583790 | COM |
| ISHARES TR | 5793 | 578605 | CORE US AGGBD ET |
| MICRON TECHNOLOGY INC | 1914 | 546275 | COM |
| IDEXX LABS INC | 700 | 473571 | COM |
| VERIZON COMMUNICATIONS INC | 11075 | 451085 | COM |
| PNC FINL SVCS GROUP INC | 2161 | 451066 | COM |
| VISA INC | 1277 | 447857 | COM CL A |
| VANGUARD INDEX FDS | 753 | 367359 | GROWTH ETF |
| INTEL CORP | 9730 | 359037 | COM |
| GLOBAL PMTS INC | 4444 | 343966 | COM |
| BLACKROCK INC | 316 | 338227 | COM |
| FIRST TR EXCHANGE-TRADED FD | 7572 | 335742 | SHS |
| COMCAST CORP NEW | 11010 | 329089 | CL A |
| VANGUARD INDEX FDS | 524 | 328616 | S&P 500 ETF SHS |
| ABBVIE INC | 1353 | 309147 | COM |
| DELTA AIR LINES INC DEL | 4314 | 299392 | COM NEW |
| ALTRIA GROUP INC | 5170 | 298102 | COM |
| REGIONS FINANCIAL CORP NEW | 10448 | 283141 | COM |
| WELLS FARGO CO NEW | 3026 | 282023 | COM |
| CARRIER GLOBAL CORPORATION | 5118 | 270435 | COM |
| AFLAC INC | 2424 | 267294 | COM |
| PEPSICO INC | 1717 | 246424 | COM |
| SURF AIR MOBILITY INC | 125000 | 242500 | COM NEW |
| ISHARES TR | 487 | 230497 | RUS 1000 GRW ETF |
| PHILIP MORRIS INTL INC | 1372 | 220069 | COM |
| CONSOLIDATED EDISON INC | 2184 | 216915 | COM |
| MERCK & CO INC | 2046 | 215362 | COM |
| FEDEX CORP | 736 | 212601 | COM |
| ALLSTATE CORP | 991 | 206277 | COM |
| CARNIVAL CORP | 6647 | 202999 | UNIT 99/99/9999 |
| MICROCHIP TECHNOLOGY INC. | 3161 | 201419 | COM |
| OXFORD SQUARE CAP CORP | 15420 | 27139 | COM |
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