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

Page 7 of 7

Sort by:

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:186

Value:$46.1K

% of Portfolio:0.0% ($46.1K/$228.5M)

464288646

Shares:812

Value:$42.5K

% of Portfolio:0.0% ($42.5K/$228.5M)

aTYR PHARMA INC

ATYR|002120202

Shares:13.8K

Value:$41.8K

% of Portfolio:0.0% ($41.8K/$228.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:890

Value:$40.4K

% of Portfolio:0.0% ($40.4K/$228.5M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:350

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$228.5M)

AT&T INC.

T|00206R102

Shares:1.4K

Value:$38.4K

% of Portfolio:0.0% ($38.4K/$228.5M)

PFIZER INC

PFE|717081103

Shares:1.4K

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$228.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:580

Value:$35.4K

% of Portfolio:0.0% ($35.4K/$228.5M)

464287465

EFA|464287465

Shares:390

Value:$31.9K

% of Portfolio:0.0% ($31.9K/$228.5M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:500

Value:$30.0K

% of Portfolio:0.0% ($30.0K/$228.5M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:135

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$228.5M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:58

Value:$17.7K

% of Portfolio:0.0% ($17.7K/$228.5M)

464287200

IVV|464287200

Shares:24

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$228.5M)

TARGET CORP

TGT|87612E106

Shares:117

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$228.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:50

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$228.5M)

Vor Biopharma Inc.

VOR|929033108

Shares:15.3K

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$228.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	186	QoQ -77.93% (-657) YoY -75.68% (-579)	All Managers (Combined)	$46.1K	0.0% ($46.1K/$228.5M)	QoQ -78.41% (-$167.6K) YoY -77.52% (-$159.1K)
(cusip464288646)✕	812	QoQ 0.00% (+0) YoY -19.12% (-192)	All Managers (Combined)	$42.5K	0.0% ($42.5K/$228.5M)	QoQ +1.29% (+$543) YoY -17.40% (-$9.0K)
aTYR PHARMA INC(ATYRcusip002120202)	13.8K	QoQ NEW(+13.8K) YoY NEW(+13.8K)	All Managers (Combined)	$41.8K	0.0% ($41.8K/$228.5M)	QoQ NEW(+$41.8K) YoY NEW(+$41.8K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	890	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$40.4K	0.0% ($40.4K/$228.5M)	QoQ +13.42% (+$4.8K) YoY +8.10% (+$3.0K)
CONSOLIDATED EDISON INC(EDcusip209115104)	350	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$38.7K	0.0% ($38.7K/$228.5M)	QoQ +23.93% (+$7.5K) YoY +21.78% (+$6.9K)
AT&T INC.(Tcusip00206R102)	1.4K	QoQ 0.00% (+0) YoY -72.23% (-3.5K)	All Managers (Combined)	$38.4K	0.0% ($38.4K/$228.5M)	QoQ +24.19% (+$7.5K) YoY -55.38% (-$47.7K)
PFIZER INC(PFEcusip717081103)	1.4K	QoQ -73.60% (-4.0K) YoY -84.40% (-7.8K)	All Managers (Combined)	$36.4K	0.0% ($36.4K/$228.5M)	QoQ -74.78% (-$107.9K) YoY -85.75% (-$219.1K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	580	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$35.4K	0.0% ($35.4K/$228.5M)	QoQ +7.83% (+$2.6K) YoY +12.46% (+$3.9K)
(EFAcusip464287465)	390	QoQ 0.00% (+0) YoY -92.16% (-4.6K)	All Managers (Combined)	$31.9K	0.0% ($31.9K/$228.5M)	QoQ +8.09% (+$2.4K) YoY -91.97% (-$365.4K)
ALTRIA GROUP, INC.(MOcusip02209S103)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$30.0K	0.0% ($30.0K/$228.5M)	QoQ +14.78% (+$3.9K) YoY +37.59% (+$8.2K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	135	QoQ -79.32% (-518) YoY -74.13% (-387)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$228.5M)	QoQ -76.81% (-$75.7K) YoY -67.12% (-$46.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	58	QoQ 0.00% (+0) YoY -92.36% (-702)	All Managers (Combined)	$17.7K	0.0% ($17.7K/$228.5M)	QoQ +4.37% (+$742) YoY -90.66% (-$172.1K)
(IVVcusip464287200)	24	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$228.5M)	QoQ -4.54% (-$642) YoY +6.87% (+$868)
TARGET CORP(TGTcusip87612E106)	117	QoQ -79.43% (-452) YoY -80.88% (-495)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$228.5M)	QoQ -84.12% (-$64.7K) YoY -88.74% (-$96.2K)
LOWES COMPANIES INC(LOWcusip548661107)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$228.5M)	QoQ -5.49% (-$678) YoY -8.43% (-$1.1K)
Vor Biopharma Inc.(VORcusip929033108)	15.3K	QoQ 0.00% (-0) YoY +40.36% (-4.4K)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$228.5M)	QoQ -35.36% (-$6.0K) YoY -57.50% (-$14.9K)