United-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "ADBE",
  "ALL",
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  null,
  "SENS",
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  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  "OXSQ",
  "GD",
  "HON",
  "HD",
  "MCD",
  null,
  null,
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  "IVW",
  "IJH",
  "PMM",
  null,
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  "MA",
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  "BX",
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  "ORCL",
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  "PEP",
  "PNC",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
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  "VZ",
  null,
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  null,
  null,
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  "TJX",
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  "SCHW",
  null,
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  null,
  null,
  "DD",
  null,
  "AFL",
  "AMD",
  "SDY",
  "F",
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  "AMZN",
  null,
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  "WMT",
  "WFC",
  "SCHD",
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  "SO",
  "CRM",
  "ZBH",
  "FDX",
  "AUR",
  "BRK-B",
  "BDX",
  "BMY",
  "CARR",
  "CDW",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "ED",
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  "DE",
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  "QQQ",
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  "LLY",
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]

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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ABBOTT LABORATORIES

ABT|002824100

Shares:27.0K

Value:$3.6M

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

81369Y506

Shares:38.2K

Value:$3.6M

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

Meta Platforms, Inc.

META|30303M102

Shares:6.0K

Value:$3.5M

% of Portfolio:1.4% ($3.5M/$242.0M)

464287804

IJR|464287804

Shares:31.4K

Value:$3.3M

% of Portfolio:1.4% ($3.3M/$242.0M)

33939L654

Shares:46.6K

Value:$3.1M

% of Portfolio:1.3% ($3.1M/$242.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.3K

Value:$2.8M

% of Portfolio:1.2% ($2.8M/$242.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:12.0K

Value:$2.8M

% of Portfolio:1.2% ($2.8M/$242.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:16.2K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$242.0M)

Salesforce, Inc.

CRM|79466L302

Shares:9.7K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$242.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:15.2K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$242.0M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:10.9K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$242.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:21.2K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$242.0M)

81369Y209

Shares:17.1K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$242.0M)

MCDONALDS CORP

MCD|580135101

Shares:7.6K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$242.0M)

ELI LILLY & Co

LLY|532457108

Shares:2.9K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$242.0M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:47.0K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$242.0M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:12.8K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$242.0M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:7.9K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$242.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:9.7K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$242.0M)

ORACLE CORP

ORCL|68389X105

Shares:14.1K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$242.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	27.0K	QoQ -6.28% (-1.8K) YoY +4.60% (+1.2K)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$242.0M)	QoQ +9.90% (-$322.9K) YoY +22.07% (+$647.8K)
(cusip81369Y506)✕	38.2K	QoQ +2.72% (+1.0K) YoY +7.87% (+2.8K)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$242.0M)	QoQ +12.06% (+$384.6K) YoY +6.77% (+$226.6K)
Meta Platforms, Inc.(METAcusip30303M102)	6.0K	QoQ -2.39% (-148) YoY +44.13% (+1.8K)	All Managers (Combined)	$3.5M	1.4% ($3.5M/$242.0M)	QoQ -3.91% (-$141.9K) YoY +71.08% (+$1.4M)
(IJRcusip464287804)	31.4K	QoQ +4.79% (-1.4K) YoY +12.72% (+3.5K)	All Managers (Combined)	$3.3M	1.4% ($3.3M/$242.0M)	QoQ -4.89% (-$168.9K) YoY +6.65% (+$204.9K)
(cusip33939L654)✕	46.6K	QoQ +5.22% (+2.3K) YoY +4.92% (+2.2K)	All Managers (Combined)	$3.1M	1.3% ($3.1M/$242.0M)	QoQ +6.30% (+$182.1K) YoY +13.46% (+$364.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.3K	QoQ +3.57% (+182) YoY +16.94% (+764)	All Managers (Combined)	$2.8M	1.2% ($2.8M/$242.0M)	QoQ +21.69% (+$500.7K) YoY +48.10% (+$912.3K)
LOWES COMPANIES INC(LOWcusip548661107)	12.0K	QoQ +7.70% (+856) YoY +22.98% (+2.2K)	All Managers (Combined)	$2.8M	1.2% ($2.8M/$242.0M)	QoQ +1.78% (+$48.8K) YoY +12.60% (+$312.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	16.2K	QoQ +13.12% (+1.9K) YoY +21.41% (+2.9K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$242.0M)	QoQ +14.99% (+$360.8K) YoY +27.52% (+$597.2K)
Salesforce, Inc.(CRMcusip79466L302)	9.7K	QoQ +17.29% (-1.4K) YoY +18.06% (+1.5K)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$242.0M)	QoQ -5.84% (-$161.7K) YoY +5.20% (+$128.7K)
Palo Alto Networks Inc(PANWcusip697435105)	15.2K	QoQ -1.14% (-176) YoY +133.03% (+8.7K)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$242.0M)	QoQ -7.29% (-$204.0K) YoY +39.95% (+$740.2K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	10.9K	QoQ +8.08% (+812) YoY +31.99% (+2.6K)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$242.0M)	QoQ +9.07% (+$213.9K) YoY +22.65% (+$474.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	21.2K	QoQ +6.70% (+1.3K) YoY +26.45% (+4.4K)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$242.0M)	QoQ +17.97% (+$384.5K) YoY +29.37% (+$573.1K)
(cusip81369Y209)✕	17.1K	QoQ +206.20% (+11.5K) YoY NEW(+17.1K)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$242.0M)	QoQ +224.98% (+$1.7M) YoY NEW(+$2.5M)
MCDONALDS CORP(MCDcusip580135101)	7.6K	QoQ +8.19% (+579) YoY +32.55% (+1.9K)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$242.0M)	QoQ +16.58% (+$339.7K) YoY +46.85% (+$761.7K)
ELI LILLY & Co(LLYcusip532457108)	2.9K	QoQ -0.52% (-15) YoY -22.36% (-825)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$242.0M)	QoQ +6.42% (-$142.8K) YoY -17.58% (-$504.5K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	47.0K	QoQ +5.14% (-2.3K) YoY +7447.51% (+46.4K)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$242.0M)	QoQ -12.44% (-$335.7K) YoY +30.37% (+$550.0K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	12.8K	QoQ +1.54% (+196) YoY -1.65% (-216)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$242.0M)	QoQ +17.55% (+$330.9K) YoY +23.44% (-$420.7K)
GENERAL DYNAMICS CORP(GDcusip369550108)	7.9K	QoQ +13.12% (+918) YoY +47.21% (+2.5K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$242.0M)	QoQ +17.03% (+$313.8K) YoY +42.05% (+$638.3K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	9.7K	QoQ +7.76% (+699) YoY +21.77% (+1.7K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$242.0M)	QoQ +1.01% (+$20.7K) YoY +25.63% (+$419.2K)
ORACLE CORP(ORCLcusip68389X105)	14.1K	QoQ +6.34% (-840) YoY +36.29% (+3.7K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$242.0M)	QoQ -10.77% (-$237.7K) YoY +51.70% (+$670.7K)