United Bank 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UB United Bank | Institutional Filer | ▲ 1.94% | $300.6M | 124 |
Current Portfolio Holdings
Showing all 124 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | Technology | 45K | $12.9M | 4.29% |
| 2 | AAPL | Apple Inc. | Technology | 48K | $12.3M | 4.08% |
| 3 | NFRA | FLEXSHARES TR | — | 184K | $11.8M | 3.91% |
| 4 | GUNR | FLEXSHARES TR | — | 211K | $11.7M | 3.88% |
| 5 | NVDA | NVIDIA Corporation | Technology | 66K | $11.5M | 3.83% |
| 6 | XLK | Technology Select Sector SPDR Fund | — | 83K | $11.1M | 3.69% |
| 7 | HYGV | FLEXSHARES TR | — | 242K | $9.7M | 3.22% |
| 8 | MSFT | Microsoft Corporation | Technology | 25K | $9.3M | 3.11% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 44K | $9.3M | 3.08% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 29K | $8.4M | 2.80% |
| 11 | KO | The Coca-Cola Company | Consumer Defensive | 91K | $6.9M | 2.31% |
| 12 | SCHD | SCHWAB STRATEGIC TR | — | 216K | $6.6M | 2.20% |
| 13 | COST | Costco Wholesale Corporation | Consumer Defensive | 6K | $6.0M | 2.00% |
| 14 | IJH | ISHARES TR | — | 86K | $5.8M | 1.92% |
| 15 | SO | The Southern Company | Utilities | 55K | $5.3M | 1.78% |
Showing 1 to 15 of 124 holdings