United-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "ADBE",
  "ALL",
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  null,
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  "PEP",
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  "IVV",
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  null,
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  null,
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  "TJX",
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  "SCHW",
  null,
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  null,
  null,
  "DD",
  null,
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  "AMD",
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  null,
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  "SO",
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  "ZBH",
  "FDX",
  "AUR",
  "BRK-B",
  "BDX",
  "BMY",
  "CARR",
  "CDW",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "ED",
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  "QQQ",
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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

113 positions • $242.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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03073E105

Shares:6.7K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$242.0M)

CISCO SYSTEMS, INC.

Shares:30.0K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$242.0M)

TJX COMPANIES INC /DE/

Shares:15.1K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$242.0M)

HOME DEPOT, INC.

Shares:5.0K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$242.0M)

CHEVRON CORP

Shares:10.3K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$242.0M)

MARSH & MCLENNAN COMPANIES, INC.

Shares:7.0K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$242.0M)

Blackstone Inc.

Shares:11.8K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$242.0M)

Walt Disney Co

Shares:16.0K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$242.0M)

Mondelez International, Inc.

Shares:23.2K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$242.0M)

JOHNSON & JOHNSON

Shares:9.3K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$242.0M)

COMCAST CORP

CMCSA|20030N101

Shares:37.9K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$242.0M)

BRISTOL MYERS SQUIBB CO

Shares:21.9K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$242.0M)

PFIZER INC

Shares:51.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$242.0M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:5.3K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$242.0M)

ADOBE INC.

Shares:3.3K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$242.0M)

ANALOG DEVICES INC

Shares:6.3K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$242.0M)

BlackRock, Inc.

Shares:1.3K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$242.0M)

AMERICAN TOWER CORP /MA/

Shares:5.8K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$242.0M)

GSK plc

Shares:32.3K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$242.0M)

DuPont de Nemours, Inc.

Shares:16.4K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$242.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip03073E105)✕	6.7K	QoQ +3.69% (+240) YoY +31.28% (+1.6K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$242.0M)	QoQ +28.35% (+$413.2K) YoY +50.24% (+$625.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	30.0K	QoQ +0.36% (+110) YoY +11.64% (+3.1K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$242.0M)	QoQ +4.62% (+$81.9K) YoY +38.04% (+$510.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	15.1K	QoQ +6.19% (+883) YoY +19.47% (+2.5K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$242.0M)	QoQ +7.06% (+$121.7K) YoY +43.47% (+$558.9K)
HOME DEPOT, INC.(HDcusip437076102)	5.0K	QoQ +14.94% (+653) YoY +18.41% (+781)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$242.0M)	QoQ +8.29% (+$141.0K) YoY +13.12% (+$213.6K)
CHEVRON CORP(CVXcusip166764100)	10.3K	QoQ +6.53% (+631) YoY +37.86% (+2.8K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$242.0M)	QoQ +23.05% (+$322.2K) YoY +46.20% (+$543.7K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	7.0K	QoQ +3.12% (+212) YoY +13.91% (+854)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$242.0M)	QoQ +18.47% (+$266.1K) YoY +34.95% (+$442.0K)
Blackstone Inc.(BXcusip09260D107)	11.8K	QoQ +8.14% (-889) YoY +19.37% (+1.9K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$242.0M)	QoQ -12.32% (-$231.8K) YoY +27.01% (+$350.8K)
Walt Disney Co(DIScusip254687106)	16.0K	QoQ +11.91% (-1.7K) YoY +70.93% (+6.6K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$242.0M)	QoQ -0.79% (-$12.6K) YoY +37.88% (+$432.7K)
Mondelez International, Inc.(MDLZcusip609207105)	23.2K	QoQ -9.85% (-2.5K) YoY +17.68% (+3.5K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$242.0M)	QoQ +2.40% (-$36.9K) YoY +14.06% (+$194.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	9.3K	QoQ +110.74% (+4.9K) YoY +167.17% (+5.8K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$242.0M)	QoQ +141.66% (+$902.1K) YoY +180.09% (+$989.4K)
COMCAST CORP(CMCSAcusip20030N101)	37.9K	QoQ -11.40% (-4.9K) YoY +8.92% (-3.1K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$242.0M)	QoQ -12.89% (-$207.2K) YoY -7.28% (-$109.9K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	21.9K	QoQ +8.04% (+1.6K) YoY +41.53% (+6.4K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$242.0M)	QoQ +16.51% (+$189.0K) YoY +59.17% (+$495.9K)
PFIZER INC(PFEcusip717081103)	51.7K	QoQ +13.98% (+6.3K) YoY +56.67% (+18.7K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$242.0M)	QoQ +8.87% (+$106.7K) YoY +43.06% (+$394.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	5.3K	QoQ -35.58% (-2.9K) YoY +288.20% (+3.9K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$242.0M)	QoQ -27.13% (-$487.5K) YoY +405.49% (+$1.1M)
ADOBE INC.(ADBEcusip00724F101)	3.3K	QoQ -5.37% (-190) YoY +63.48% (+1.3K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$242.0M)	QoQ -18.38% (-$289.0K) YoY +24.26% (+$250.5K)
ANALOG DEVICES INC(ADIcusip032654105)	6.3K	QoQ -13.17% (-957) YoY +11.37% (+644)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$242.0M)	QoQ -17.58% (-$271.4K) YoY +13.55% (+$151.8K)
BlackRock, Inc.(BLKcusip09290D101)	1.3K	QoQ +6.51% (-82) YoY NEW(+1.3K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$242.0M)	QoQ -1.65% (-$21.3K) YoY NEW(+$1.3M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	5.8K	QoQ +10.18% (+532) YoY +23.79% (+1.1K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$242.0M)	QoQ +30.72% (+$294.3K) YoY +36.32% (+$333.7K)
GSK plc(GSKcusip37733W204)	32.3K	QoQ +2.78% (+876) YoY +14.15% (+4.0K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$242.0M)	QoQ +17.73% (+$188.7K) YoY +3.15% (+$38.3K)
DuPont de Nemours, Inc.(DDcusip26614N102)	16.4K	QoQ +30.27% (+3.8K) YoY +55.90% (+5.9K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$242.0M)	QoQ +27.59% (+$265.2K) YoY +51.85% (+$418.8K)