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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464288414

MUB|464288414

Shares:5.5K

Value:$583.2K

% of Portfolio:0.3% ($583.2K/$228.5M)

46432F842

IEFA|46432F842

Shares:7.6K

Value:$575.8K

% of Portfolio:0.3% ($575.8K/$228.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.2K

Value:$568.4K

% of Portfolio:0.2% ($568.4K/$228.5M)

46429B697

USMV|46429B697

Shares:6.0K

Value:$562.0K

% of Portfolio:0.2% ($562.0K/$228.5M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.0K

Value:$546.8K

% of Portfolio:0.2% ($546.8K/$228.5M)

GARMIN LTD

GRMN|H2906T109

Shares:2.5K

Value:$542.8K

% of Portfolio:0.2% ($542.8K/$228.5M)

464287804

IJR|464287804

Shares:5.1K

Value:$533.7K

% of Portfolio:0.2% ($533.7K/$228.5M)

MORGAN STANLEY

MS|617446448

Shares:4.5K

Value:$525.0K

% of Portfolio:0.2% ($525.0K/$228.5M)

SOUTHERN CO

SO|842587107

Shares:5.5K

Value:$505.7K

% of Portfolio:0.2% ($505.7K/$228.5M)

YUM BRANDS INC

YUM|988498101

Shares:3.2K

Value:$503.6K

% of Portfolio:0.2% ($503.6K/$228.5M)

COMCAST CORP

CMCSA|20030N101

Shares:13.2K

Value:$486.3K

% of Portfolio:0.2% ($486.3K/$228.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.4K

Value:$479.2K

% of Portfolio:0.2% ($479.2K/$228.5M)

Alphabet Inc.

GOOG|02079K107

Shares:3.0K

Value:$468.7K

% of Portfolio:0.2% ($468.7K/$228.5M)

CHEVRON CORP

CVX|166764100

Shares:2.8K

Value:$465.2K

% of Portfolio:0.2% ($465.2K/$228.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.4K

Value:$455.0K

% of Portfolio:0.2% ($455.0K/$228.5M)

NETFLIX INC

NFLX|64110L106

Shares:470

Value:$438.3K

% of Portfolio:0.2% ($438.3K/$228.5M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:4.0K

Value:$437.1K

% of Portfolio:0.2% ($437.1K/$228.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.0K

Value:$434.1K

% of Portfolio:0.2% ($434.1K/$228.5M)

VISA INC.

V|92826C839

Shares:1.2K

Value:$420.6K

% of Portfolio:0.2% ($420.6K/$228.5M)

CORNING INC /NY

GLW|219350105

Shares:8.9K

Value:$406.4K

% of Portfolio:0.2% ($406.4K/$228.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MUBcusip464288414)	5.5K	QoQ 0.00% (-0) YoY +80.63% (+2.5K)	All Managers (Combined)	$583.2K	0.3% ($583.2K/$228.5M)	QoQ -1.04% (-$6.1K) YoY +77.00% (+$253.7K)
(IEFAcusip46432F842)	7.6K	QoQ +85.18% (+3.5K) YoY +42.10% (+2.3K)	All Managers (Combined)	$575.8K	0.3% ($575.8K/$228.5M)	QoQ +99.33% (+$286.9K) YoY +44.84% (+$178.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.2K	QoQ -2.01% (-189) YoY +2.11% (+191)	All Managers (Combined)	$568.4K	0.2% ($568.4K/$228.5M)	QoQ +2.14% (-$11.9K) YoY +26.26% (+$118.2K)
(USMVcusip46429B697)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$562.0K	0.2% ($562.0K/$228.5M)	QoQ NEW(+$562.0K) YoY NEW(+$562.0K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.0K	QoQ 0.00% (-0) YoY +13.88% (+125)	All Managers (Combined)	$546.8K	0.2% ($546.8K/$228.5M)	QoQ -6.33% (-$37.0K) YoY +9.19% (+$46.1K)
GARMIN LTD(GRMNcusipH2906T109)	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$542.8K	0.2% ($542.8K/$228.5M)	QoQ +5.27% (+$27.2K) YoY +45.85% (+$170.7K)
(IJRcusip464287804)	5.1K	QoQ +0.13% (-7) YoY +13.17% (+594)	All Managers (Combined)	$533.7K	0.2% ($533.7K/$228.5M)	QoQ -9.11% (-$53.5K) YoY +7.07% (+$35.3K)
MORGAN STANLEY(MScusip617446448)	4.5K	QoQ +125.00% (+2.5K) YoY +100.71% (+2.3K)	All Managers (Combined)	$525.0K	0.2% ($525.0K/$228.5M)	QoQ +108.80% (+$273.6K) YoY +148.69% (+$313.9K)
SOUTHERN CO(SOcusip842587107)	5.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$505.7K	0.2% ($505.7K/$228.5M)	QoQ +11.69% (+$53.0K) YoY +28.17% (+$111.2K)
YUM BRANDS INC(YUMcusip988498101)	3.2K	QoQ 0.00% (+0) YoY -4.47% (-150)	All Managers (Combined)	$503.6K	0.2% ($503.6K/$228.5M)	QoQ +17.29% (+$74.2K) YoY +8.41% (-$39.1K)
COMCAST CORP(CMCSAcusip20030N101)	13.2K	QoQ 0.00% (-0) YoY -5.74% (-803)	All Managers (Combined)	$486.3K	0.2% ($486.3K/$228.5M)	QoQ -1.67% (-$8.3K) YoY -19.76% (-$119.8K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.4K	QoQ 0.00% (+0) YoY +923.07% (+2.2K)	All Managers (Combined)	$479.2K	0.2% ($479.2K/$228.5M)	QoQ +20.00% (+$79.9K) YoY +1066.57% (+$438.1K)
Alphabet Inc.(GOOGcusip02079K107)	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$468.7K	0.2% ($468.7K/$228.5M)	QoQ -17.96% (-$102.6K) YoY +2.60% (+$11.9K)
CHEVRON CORP(CVXcusip166764100)	2.8K	QoQ -0.92% (-26) YoY -22.66% (-815)	All Managers (Combined)	$465.2K	0.2% ($465.2K/$228.5M)	QoQ +14.42% (-$58.7K) YoY -17.98% (-$102.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.4K	QoQ -2.00% (-70) YoY -14.22% (-569)	All Managers (Combined)	$455.0K	0.2% ($455.0K/$228.5M)	QoQ +14.92% (-$59.1K) YoY +0.10% (-$465)
NETFLIX INC(NFLXcusip64110L106)	470	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$438.3K	0.2% ($438.3K/$228.5M)	QoQ +4.62% (+$19.4K) YoY +53.54% (+$152.8K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$437.1K	0.2% ($437.1K/$228.5M)	QoQ +18.47% (+$68.2K) YoY +26.91% (+$92.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.0K	QoQ +12.76% (+232) YoY +12.76% (+232)	All Managers (Combined)	$434.1K	0.2% ($434.1K/$228.5M)	QoQ +5.70% (+$23.4K) YoY +16.33% (+$60.9K)
VISA INC.(Vcusip92826C839)	1.2K	QoQ 0.00% (+0) YoY -1.23% (-15)	All Managers (Combined)	$420.6K	0.2% ($420.6K/$228.5M)	QoQ +10.89% (+$41.3K) YoY +24.02% (-$81.5K)
CORNING INC /NY(GLWcusip219350105)	8.9K	QoQ -1.98% (-180) YoY +3.87% (+331)	All Managers (Combined)	$406.4K	0.2% ($406.4K/$228.5M)	QoQ -5.57% (-$24.0K) YoY +44.27% (+$124.7K)