Mga Batayang Estadistika
Nilai Portofolio $ 835,349,130
Posisi Saat Ini 138
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

United Bank telah mengungkapkan total kepemilikan 138 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 835,349,130 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama United Bank adalah 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) . Posisi baru United Bank meliputi: GE Vernova Inc. (US:GEV) , Capital One Financial Corporation (US:COF) , Genelux Corporation (US:GNLX) , .

United Bank - Nilai Portofolio
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
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
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
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
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-18 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)
ΔSaham
(%)
ΔSaham
(%)
Nilai
($MM)
Portpolyo
(%)
ΔPortofolio
(%)
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