Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
FLEXSHARES TR (GUNR) | 275,387 | -4,585 | $11,277 |
GUNR | 275,387 | -4,585 | $11,277 |
FLEXSHARES TR (HYGV) | 259,559 | -13,454 | $10,608 |
HYGV | 259,559 | -13,454 | $10,608 |
APPLE INC | 43,394 | -198 | $8,355 |
AAPL | 43,394 | -198 | $8,355 |
SELECT SECTOR SPDR TR (XLK) | 34,959 | +278 | $6,729 |
XLK | 34,959 | +278 | $6,729 |
MICROSOFT CORP | 17,767 | -145 | $6,681 |
MSFT | 17,767 | -145 | $6,681 |
ALPHABET INC | 43,605 | +275 | $6,091 |
GOOGL | 43,605 | +275 | $6,091 |
FLEXSHARES TR (NFRA) | 113,017 | -105 | $6,046 |
NFRA | 113,017 | -105 | $6,046 |
AMAZON COM INC | 29,204 | +697 | $4,437 |
AMZN | 29,204 | +697 | $4,437 |
JPMORGAN CHASE & CO | 25,235 | -205 | $4,292 |
JPM | 25,235 | -205 | $4,292 |
NVIDIA CORPORATION | 8,569 | +41 | $4,244 |
NVDA | 8,569 | +41 | $4,244 |
SCHWAB STRATEGIC TR | 53,955 | +803 | $4,108 |
SCHD | 53,955 | +803 | $4,108 |
SPDR SER TR (SDY) | 31,286 | -92 | $3,910 |
SDY | 31,286 | -92 | $3,910 |
ISHARES TR (IJH) | 13,726 | +8 | $3,804 |
IJH | 13,726 | +8 | $3,804 |
COSTCO WHSL CORP NEW | 5,620 | -13 | $3,710 |
COST | 5,620 | -13 | $3,710 |
ISHARES TR (IVW) | 48,156 | -173 | $3,617 |
IVW | 48,156 | -173 | $3,617 |
VANGUARD INDEX FDS (VNQ) | 39,316 | -3,422 | $3,474 |
VNQ | 39,316 | -3,422 | $3,474 |
VANGUARD INDEX FDS (VTV) | 21,487 | -8 | $3,212 |
VTV | 21,487 | -8 | $3,212 |
SELECT SECTOR SPDR TR (XLE) | 36,184 | +669 | $3,034 |
XLE | 36,184 | +669 | $3,034 |
ISHARES TR (IJR) | 27,749 | -187 | $3,004 |
IJR | 27,749 | -187 | $3,004 |
FLEXSHARES TR (QLV) | 51,296 | -1,583 | $2,883 |
QLV | 51,296 | -1,583 | $2,883 |
ABBOTT LABS | 25,569 | +250 | $2,814 |
ABT | 25,569 | +250 | $2,814 |
COCA COLA CO | 47,669 | -18,285 | $2,809 |
KO | 47,669 | -18,285 | $2,809 |
MASTERCARD INCORPORATED | 6,269 | +90 | $2,674 |
MA | 6,269 | +90 | $2,674 |
SOUTHERN CO | 37,188 | -431 | $2,608 |
SO | 37,188 | -431 | $2,608 |
TRUIST FINL CORP | 70,452 | -1,509 | $2,601 |
TFC | 70,452 | -1,509 | $2,601 |
ELI LILLY & CO | 3,809 | -47 | $2,220 |
LLY | 3,809 | -47 | $2,220 |
SALESFORCE INC | 8,318 | -265 | $2,189 |
CRM | 8,318 | -265 | $2,189 |
LOWES COS INC | 9,742 | +12 | $2,168 |
LOW | 9,742 | +12 | $2,168 |
PALO ALTO NETWORKS INC | 6,800 | -73 | $2,005 |
PANW | 6,800 | -73 | $2,005 |
PROCTER AND GAMBLE CO | 13,124 | -19 | $1,923 |
PG | 13,124 | -19 | $1,923 |
NORFOLK SOUTHN CORP | 8,089 | +254 | $1,912 |
NSC | 8,089 | +254 | $1,912 |
HONEYWELL INTL INC | 7,961 | +600 | $1,670 |
HON | 7,961 | +600 | $1,670 |
MCDONALDS CORP | 5,576 | -768 | $1,653 |
MCD | 5,576 | -768 | $1,653 |
EXXON MOBIL CORP | 16,460 | -1,241 | $1,646 |
XOM | 16,460 | -1,241 | $1,646 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 12,792 | -158 | $1,643 |
ICE | 12,792 | -158 | $1,643 |
BERKSHIRE HATHAWAY INC DEL | $1,620 | ||
BRK.B | 4,541 | -11 | $1,620 |
NIKE INC | 14,427 | -97 | $1,566 |
NKE | 14,427 | -97 | $1,566 |
DEERE & CO | 3,901 | -10 | $1,560 |
DE | 3,901 | -10 | $1,560 |
META PLATFORMS INC | 4,305 | +60 | $1,524 |
META | 4,305 | +60 | $1,524 |
COMCAST CORP NEW | 32,763 | -189 | $1,437 |
CMCSA | 32,763 | -189 | $1,437 |
CHIPOTLE MEXICAN GRILL INC | 624 | -5 | $1,427 |
CMG | 624 | -5 | $1,427 |
SELECT SECTOR SPDR TR (XLI) | 12,342 | -128 | $1,407 |
XLI | 12,342 | -128 | $1,407 |
GENERAL DYNAMICS CORP | 5,145 | +320 | $1,336 |
GD | 5,145 | +320 | $1,336 |
HOME DEPOT INC | 3,770 | -2 | $1,306 |
HD | 3,770 | -2 | $1,306 |
BLACKSTONE INC | 9,954 | +715 | $1,303 |
BX | 9,954 | +715 | $1,303 |
MONDELEZ INTL INC | 17,694 | -3,270 | $1,282 |
MDLZ | 17,694 | -3,270 | $1,282 |
CISCO SYS INC | 24,324 | +996 | $1,229 |
CSCO | 24,324 | +996 | $1,229 |
CVS HEALTH CORP | 15,323 | -1,028 | $1,210 |
CVS | 15,323 | -1,028 | $1,210 |
MARSH & MCLENNAN COS INC | 6,075 | -23 | $1,151 |
MMC | 6,075 | -23 | $1,151 |
TJX COS INC NEW | 12,056 | +647 | $1,131 |
TJX | 12,056 | +647 | $1,131 |
See Full List: All Stocks Held By United Bank
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By United Bank
Size ($ in 1000's)
At 12/31/2023: $181,144 At 09/30/2023: $167,268 United Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from United Bank 13F filings. Link to 13F filings: SEC filings |