United-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "ALL",
  "GOOGL",
  null,
  "SENS",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  "OXSQ",
  "GD",
  "HON",
  "HD",
  "MCD",
  null,
  null,
  "ICE",
  "META",
  "IVW",
  "IJH",
  "PMM",
  null,
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "BX",
  "IJR",
  "ORCL",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "PG",
  "VZ",
  null,
  "NOW",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "IBM",
  "TJX",
  "TFC",
  "VNQ",
  "SCHW",
  null,
  "GSK",
  "GPN",
  null,
  null,
  "DD",
  null,
  "AFL",
  "AMD",
  "SDY",
  "F",
  "IDXX",
  "AMZN",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  "SCHD",
  "NSC",
  "SO",
  "CRM",
  "ZBH",
  "FDX",
  "AUR",
  "BRK-B",
  "BDX",
  "BMY",
  "CARR",
  "CDW",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "ED",
  "COST",
  "DE",
  "DAL",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 113
Total Value: 242002253
Accession Number: 0001420506-25-000880
Form Type: 13F-HR
CIK: united-bank
Manager Name: United-Bank

Data Enrichment

89% identified

101 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $242.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33939L662

Shares:321.8K

Value:$13.0M

% of Portfolio:5.4% ($13.0M/$242.0M)

Apple Inc.

AAPL|037833100

Shares:40.8K

Value:$9.1M

% of Portfolio:3.7% ($9.1M/$242.0M)

33939L795

Shares:152.5K

Value:$8.8M

% of Portfolio:3.6% ($8.8M/$242.0M)

MICROSOFT CORP

MSFT|594918104

Shares:21.3K

Value:$8.0M

% of Portfolio:3.3% ($8.0M/$242.0M)

NVIDIA CORP

NVDA|67066G104

Shares:71.8K

Value:$7.8M

% of Portfolio:3.2% ($7.8M/$242.0M)

81369Y803

XLK|81369Y803

Shares:35.9K

Value:$7.4M

% of Portfolio:3.1% ($7.4M/$242.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:45.1K

Value:$7.0M

% of Portfolio:2.9% ($7.0M/$242.0M)

AMAZON COM INC

AMZN|023135106

Shares:35.3K

Value:$6.7M

% of Portfolio:2.8% ($6.7M/$242.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:26.6K

Value:$6.5M

% of Portfolio:2.7% ($6.5M/$242.0M)

33939L407

Shares:159.9K

Value:$6.2M

% of Portfolio:2.6% ($6.2M/$242.0M)

922908553

VNQ|922908553

Shares:67.1K

Value:$6.1M

% of Portfolio:2.5% ($6.1M/$242.0M)

COCA COLA CO

KO|191216100

Shares:83.3K

Value:$6.0M

% of Portfolio:2.5% ($6.0M/$242.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.6K

Value:$5.3M

% of Portfolio:2.2% ($5.3M/$242.0M)

808524797

SCHD|808524797

Shares:186.4K

Value:$5.2M

% of Portfolio:2.2% ($5.2M/$242.0M)

SOUTHERN CO

SO|842587107

Shares:56.0K

Value:$5.1M

% of Portfolio:2.1% ($5.1M/$242.0M)

464287309

IVW|464287309

Shares:49.8K

Value:$4.6M

% of Portfolio:1.9% ($4.6M/$242.0M)

464287507

IJH|464287507

Shares:73.5K

Value:$4.3M

% of Portfolio:1.8% ($4.3M/$242.0M)

Mastercard Inc

MA|57636Q104

Shares:7.2K

Value:$3.9M

% of Portfolio:1.6% ($3.9M/$242.0M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:90.1K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$242.0M)

922908744

VTV|922908744

Shares:21.1K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$242.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33939L662)✕	321.8K	QoQ +0.95% (+3.0K) YoY +15.23% (+42.5K)	All Managers (Combined)	$13.0M	5.4% ($13.0M/$242.0M)	QoQ +0.20% (+$27.0K) YoY +13.19% (+$1.5M)
Apple Inc.(AAPLcusip037833100)	40.8K	QoQ -7.74% (-3.4K) YoY -7.85% (-3.5K)	All Managers (Combined)	$9.1M	3.7% ($9.1M/$242.0M)	QoQ -18.16% (-$2.0M) YoY +19.36% (-$1.5M)
(cusip33939L795)✕	152.5K	QoQ +4.11% (+6.0K) YoY +33.17% (+38.0K)	All Managers (Combined)	$8.8M	3.6% ($8.8M/$242.0M)	QoQ +10.67% (+$847.9K) YoY +40.62% (+$2.5M)
MICROSOFT CORP(MSFTcusip594918104)	21.3K	QoQ +6.53% (-1.3K) YoY +20.87% (+3.7K)	All Managers (Combined)	$8.0M	3.3% ($8.0M/$242.0M)	QoQ -5.11% (-$430.6K) YoY +7.85% (+$581.2K)
NVIDIA CORP(NVDAcusip67066G104)	71.8K	QoQ +10.84% (-7.0K) YoY +775.95% (+63.6K)	All Managers (Combined)	$7.8M	3.2% ($7.8M/$242.0M)	QoQ -10.54% (-$917.9K) YoY +5.06% (+$375.7K)
(XLKcusip81369Y803)	35.9K	QoQ +8.98% (-3.0K) YoY +3.01% (+1.1K)	All Managers (Combined)	$7.4M	3.1% ($7.4M/$242.0M)	QoQ -3.22% (-$246.7K) YoY +2.13% (+$154.7K)
Alphabet Inc.(GOOGLcusip02079K305)	45.1K	QoQ +2.06% (-910) YoY +1.96% (+869)	All Managers (Combined)	$7.0M	2.9% ($7.0M/$242.0M)	QoQ -16.62% (-$1.4M) YoY +4.47% (+$298.4K)
AMAZON COM INC(AMZNcusip023135106)	35.3K	QoQ +9.84% (-3.2K) YoY +25.31% (+7.1K)	All Managers (Combined)	$6.7M	2.8% ($6.7M/$242.0M)	QoQ -4.73% (-$333.5K) YoY +32.17% (+$1.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	26.6K	QoQ -2.85% (-783) YoY +8.43% (+2.1K)	All Managers (Combined)	$6.5M	2.7% ($6.5M/$242.0M)	QoQ -0.59% (-$38.9K) YoY +32.79% (+$1.6M)
(cusip33939L407)✕	159.9K	QoQ +2.70% (+4.2K) YoY -27.63% (-61.1K)	All Managers (Combined)	$6.2M	2.6% ($6.2M/$242.0M)	QoQ +9.62% (+$545.0K) YoY -31.61% (-$2.9M)
(VNQcusip922908553)	67.1K	QoQ +7.34% (+4.6K) YoY +72.56% (+28.2K)	All Managers (Combined)	$6.1M	2.5% ($6.1M/$242.0M)	QoQ +9.10% (+$507.4K) YoY +80.66% (+$2.7M)
COCA COLA CO(KOcusip191216100)	83.3K	QoQ -1.39% (-1.2K) YoY +72.10% (+34.9K)	All Managers (Combined)	$6.0M	2.5% ($6.0M/$242.0M)	QoQ +13.42% (-$706.3K) YoY +101.47% (+$3.0M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.6K	QoQ -12.88% (-830) YoY +0.53% (+30)	All Managers (Combined)	$5.3M	2.2% ($5.3M/$242.0M)	QoQ -10.08% (-$594.9K) YoY +29.78% (+$1.2M)
(SCHDcusip808524797)	186.4K	QoQ +1.26% (+2.3K) YoY +210.81% (+126.4K)	All Managers (Combined)	$5.2M	2.2% ($5.2M/$242.0M)	QoQ +3.64% (+$183.0K) YoY +7.77% (+$376.1K)
SOUTHERN CO(SOcusip842587107)	56.0K	QoQ +0.60% (+335) YoY -0.30% (-171)	All Managers (Combined)	$5.1M	2.1% ($5.1M/$242.0M)	QoQ +12.37% (+$566.8K) YoY +27.78% (-$1.1M)
(IVWcusip464287309)	49.8K	QoQ +8.00% (-3.7K) YoY +1.42% (+700)	All Managers (Combined)	$4.6M	1.9% ($4.6M/$242.0M)	QoQ -1.24% (-$58.3K) YoY +11.50% (+$477.1K)
(IJHcusip464287507)	73.5K	QoQ +3.43% (-2.4K) YoY +7.91% (+5.4K)	All Managers (Combined)	$4.3M	1.8% ($4.3M/$242.0M)	QoQ -3.14% (-$139.1K) YoY +3.67% (+$151.8K)
Mastercard Inc(MAcusip57636Q104)	7.2K	QoQ +6.71% (+451) YoY +13.48% (+851)	All Managers (Combined)	$3.9M	1.6% ($3.9M/$242.0M)	QoQ +11.08% (+$391.8K) YoY +29.16% (+$886.5K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	90.1K	QoQ +18.95% (+14.4K) YoY +25.33% (+18.2K)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$242.0M)	QoQ +12.84% (+$422.2K) YoY +32.31% (+$906.0K)
(VTVcusip922908744)	21.1K	QoQ +0.38% (+80) YoY +0.43% (+92)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$242.0M)	QoQ +2.42% (+$86.0K) YoY +6.53% (+$223.0K)