United-Bank-2

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TRVI",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CMI",
  "DUK",
  "D",
  "EOG",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "HUBB",
  "EMXC",
  "ITW",
  "BKNG",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  "LHX",
  "ATYR",
  "MA",
  "MSFT",
  "MS",
  "GE",
  "HSY",
  "IJR",
  "KLAC",
  "ORCL",
  "IWF",
  "PANW",
  "PEP",
  "IRM",
  "IJK",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "DGX",
  "IEFA",
  "RTX",
  "RSG",
  "TXN",
  "TGT",
  "TJX",
  "TFC",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "AFL",
  "UBSI",
  "DOV",
  "WM",
  "IWR",
  "AEP",
  "PJT",
  "AMZN",
  null,
  "USB",
  "VUG",
  "VXUS",
  "VBK",
  "BSV",
  "VB",
  "VTV",
  "V",
  "VOR",
  "WMT",
  "WFC",
  "YUM",
  "XYL",
  "GRMN",
  "DVY",
  "NSC",
  "SO",
  "DIA",
  "ZBH",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CRDF",
  "CVX",
  "CINF",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "ED",
  "COST",
  "GLW",
  "DE",
  null,
  "EFA",
  "USMV",
  "NEE",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "AWK",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 136
Total Value: 228464592
Accession Number: 0001286478-25-000005
Form Type: 13F-HR
CIK: united-bank-2
Manager Name: United-Bank-2

Data Enrichment

96% identified

130 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

136 positions • $228.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921909768

VXUS|921909768

Shares:20.5K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$228.5M)

464287614

IWF|464287614

Shares:3.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$228.5M)

81369Y803

XLK|81369Y803

Shares:5.3K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$228.5M)

922908595

VBK|922908595

Shares:4.2K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$228.5M)

ELI LILLY & Co

LLY|532457108

Shares:1.2K

Value:$970.4K

% of Portfolio:0.4% ($970.4K/$228.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.8K

Value:$935.2K

% of Portfolio:0.4% ($935.2K/$228.5M)

921937827

BSV|921937827

Shares:11.0K

Value:$863.7K

% of Portfolio:0.4% ($863.7K/$228.5M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.9K

Value:$816.2K

% of Portfolio:0.4% ($816.2K/$228.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.3% ($798.4K/$228.5M)

AppLovin Corp

APP|03831W108

Shares:3.0K

Value:$794.9K

% of Portfolio:0.3% ($794.9K/$228.5M)

Duke Energy CORP

DUK|26441C204

Shares:6.0K

Value:$733.0K

% of Portfolio:0.3% ($733.0K/$228.5M)

Meta Platforms, Inc.

META|30303M102

Shares:1.2K

Value:$699.7K

% of Portfolio:0.3% ($699.7K/$228.5M)

AMAZON COM INC

AMZN|023135106

Shares:3.6K

Value:$681.9K

% of Portfolio:0.3% ($681.9K/$228.5M)

ORACLE CORP

ORCL|68389X105

Shares:4.7K

Value:$658.8K

% of Portfolio:0.3% ($658.8K/$228.5M)

MCDONALDS CORP

MCD|580135101

Shares:2.1K

Value:$643.8K

% of Portfolio:0.3% ($643.8K/$228.5M)

3M CO

MMM|88579Y101

Shares:4.3K

Value:$633.8K

% of Portfolio:0.3% ($633.8K/$228.5M)

ALLSTATE CORP

ALL|020002101

Shares:3.0K

Value:$621.2K

% of Portfolio:0.3% ($621.2K/$228.5M)

46434G764

EMXC|46434G764

Shares:11.1K

Value:$612.0K

% of Portfolio:0.3% ($612.0K/$228.5M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:7.1K

Value:$610.6K

% of Portfolio:0.3% ($610.6K/$228.5M)

922908637

VV|922908637

Shares:2.3K

Value:$603.2K

% of Portfolio:0.3% ($603.2K/$228.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VXUScusip921909768)	20.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$228.5M)	QoQ +5.37% (+$65.0K) YoY +2.98% (+$36.9K)
(IWFcusip464287614)	3.3K	QoQ +22.27% (+610) YoY +14.30% (+419)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$228.5M)	QoQ +9.94% (+$109.4K) YoY +22.45% (+$221.7K)
(XLKcusip81369Y803)	5.3K	QoQ 0.00% (-0) YoY +1.93% (+100)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$228.5M)	QoQ -11.19% (-$137.0K) YoY +1.06% (+$11.4K)
(VBKcusip922908595)	4.2K	QoQ -0.59% (-25) YoY -5.67% (-253)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$228.5M)	QoQ -10.63% (-$126.0K) YoY -8.91% (-$103.6K)
ELI LILLY & Co(LLYcusip532457108)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$970.4K	0.4% ($970.4K/$228.5M)	QoQ +6.98% (+$63.3K) YoY +6.16% (+$56.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.8K	QoQ -1.51% (-27) YoY +17460.00% (+1.7K)	All Managers (Combined)	$935.2K	0.4% ($935.2K/$228.5M)	QoQ +15.71% (-$127.0K) YoY +22140.42% (+$931.0K)
(BSVcusip921937827)	11.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$863.7K	0.4% ($863.7K/$228.5M)	QoQ +1.30% (+$11.1K) YoY +2.09% (+$17.8K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$816.2K	0.4% ($816.2K/$228.5M)	QoQ -1.32% (-$10.9K) YoY +5.56% (+$43.0K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.3% ($798.4K/$228.5M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
AppLovin Corp(APPcusip03831W108)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$794.9K	0.3% ($794.9K/$228.5M)	QoQ -18.17% (-$176.6K) YoY NEW(+$794.9K)
Duke Energy CORP(DUKcusip26441C204)	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$733.0K	0.3% ($733.0K/$228.5M)	QoQ +13.20% (+$85.5K) YoY +26.11% (+$151.8K)
Meta Platforms, Inc.(METAcusip30303M102)	1.2K	QoQ 0.00% (-0) YoY -0.81% (-10)	All Managers (Combined)	$699.7K	0.3% ($699.7K/$228.5M)	QoQ -1.56% (-$11.1K) YoY +17.72% (-$105.3K)
AMAZON COM INC(AMZNcusip023135106)	3.6K	QoQ -8.89% (-350) YoY -9.12% (-360)	All Managers (Combined)	$681.9K	0.3% ($681.9K/$228.5M)	QoQ -20.99% (-$181.2K) YoY -4.15% (-$29.5K)
ORACLE CORP(ORCLcusip68389X105)	4.7K	QoQ +0.57% (-27) YoY -40.61% (-3.2K)	All Managers (Combined)	$658.8K	0.3% ($658.8K/$228.5M)	QoQ -15.61% (-$121.9K) YoY -33.90% (-$337.9K)
MCDONALDS CORP(MCDcusip580135101)	2.1K	QoQ -1.29% (-27) YoY +1.82% (+37)	All Managers (Combined)	$643.8K	0.3% ($643.8K/$228.5M)	QoQ +6.36% (-$38.5K) YoY +12.81% (+$73.1K)
3M CO(MMMcusip88579Y101)	4.3K	QoQ -13.68% (-684) YoY +392.69% (+3.4K)	All Managers (Combined)	$633.8K	0.3% ($633.8K/$228.5M)	QoQ -1.79% (-$11.6K) YoY +582.16% (+$540.9K)
ALLSTATE CORP(ALLcusip020002101)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$621.2K	0.3% ($621.2K/$228.5M)	QoQ +7.40% (+$42.8K) YoY +19.68% (+$102.2K)
(EMXCcusip46434G764)	11.1K	QoQ +1.35% (+149) YoY +30.75% (+2.6K)	All Managers (Combined)	$612.0K	0.3% ($612.0K/$228.5M)	QoQ +0.70% (+$4.3K) YoY +25.11% (+$122.9K)
IRON MOUNTAIN INC(IRMcusip46284V101)	7.1K	QoQ -0.54% (-39) YoY +1.86% (+130)	All Managers (Combined)	$610.6K	0.3% ($610.6K/$228.5M)	QoQ -18.59% (-$139.4K) YoY +9.27% (+$51.8K)
(VVcusip922908637)	2.3K	QoQ 0.00% (-0) YoY -14.87% (-410)	All Managers (Combined)	$603.2K	0.3% ($603.2K/$228.5M)	QoQ -4.69% (-$29.7K) YoY -8.73% (-$57.8K)