Union Bankshares Top Holdings and 13F Report (2025) About Union BanksharesUnion Bankshares NASDAQ: UBSH has filed 13-F forms with the SEC as an investor. Union Bankshares is itself a publicly traded company. For more information on Union Bankshares stock, visit the Union Bankshares stock profile here.Investment ActivityUnion Bankshares has $4.38 billion in total holdings as of June 30, 2025.Union Bankshares owns shares of 1,849 different stocks, but just 236 companies or ETFs make up 80% of its holdings.Approximately 64.32% of the portfolio was purchased this quarter.About 8.60% of the portfolio was sold this quarter.This quarter, Union Bankshares has purchased 779 new stocks and bought additional shares in 381 stocks.Union Bankshares sold shares of 354 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $147,107,282iShares Core S&P 500 ETF $122,985,842iShares Russell Top 200 Growth ETF $114,331,584Microsoft $98,064,712NVIDIA $89,057,644 Largest New Holdings this Quarter 464287507 - iShares Core S&P Mid-Cap ETF $147,107,282 Holding46434V456 - iShares MSCI Intl Quality Factor ETF $50,850,167 Holding78467Y107 - SPDR S&P MidCap 400 ETF Trust $50,077,641 Holding464287663 - iShares Core S&P U.S. Value ETF $33,359,630 Holding921943858 - Vanguard FTSE Developed Markets ETF $28,088,770 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 2,371,932 shares (about $147.11M)iShares Core S&P 500 ETF 194,726 shares (about $120.91M)iShares Russell Top 200 Growth ETF 454,716 shares (about $112.09M)Microsoft 145,443 shares (about $72.35M)iShares Russell Mid-Cap ETF 722,030 shares (about $66.41M) Largest Sales this Quarter iShares iBonds Dec 2033 Term Treasury ETF 556,291 shares (about $13.63M)Visa 33,076 shares (about $11.74M)Broadcom 40,151 shares (about $11.07M)Exxon Mobil 102,668 shares (about $11.07M)Parker-Hannifin 12,828 shares (about $8.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnion Bankshares Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$147,107,282$147,107,282 ▲New Holding2,371,9323.4%ETFIVViShares Core S&P 500 ETF$122,985,842$120,905,209 ▲5,811.0%198,0772.8%ETFIWYiShares Russell Top 200 Growth ETF$114,331,584$112,092,041 ▲5,005.1%463,8012.6%ETFMSFTMicrosoft$98,064,712$72,345,046 ▲281.3%197,1502.2%Computer and TechnologyNVDANVIDIA$89,057,644$63,747,775 ▲251.9%563,6912.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$68,327,364$66,405,099 ▲3,454.5%742,9311.6%ETFSPYSPDR S&P 500 ETF Trust$62,998,865$61,091,568 ▲3,203.0%101,9651.4%FinanceIJRiShares Core S&P Small-Cap ETF$61,414,363$60,948,678 ▲13,088.0%561,9391.4%ETFAAPLApple$61,204,051$38,674,541 ▲171.7%298,3091.4%Computer and TechnologyAMZNAmazon.com$57,797,634$47,386,482 ▲455.2%263,4471.3%Retail/WholesaleIQLTiShares MSCI Intl Quality Factor ETF$50,850,167$50,850,167 ▲New Holding1,176,5421.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$50,077,641$50,077,641 ▲New Holding88,4011.1%ETFJEPIJPMorgan Equity Premium Income ETF$47,500,528$47,071,310 ▲10,966.8%835,5411.1%ETFBRK.BBerkshire Hathaway$47,333,960$41,354,611 ▲691.6%97,4411.1%FinanceAAPLApple$46,785,121$24,255,608 ▲107.7%228,0311.1%Computer and TechnologyMSFTMicrosoft$39,509,276$13,789,697 ▲53.6%79,4300.9%Computer and TechnologyAAPLApple$33,857,564$11,328,051 ▲50.3%165,0220.8%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$33,359,630$33,359,630 ▲New Holding352,5270.8%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$33,046,189$32,697,111 ▲9,366.7%219,7220.8%ManufacturingNVDANVIDIA$32,795,406$7,485,566 ▲29.6%207,5790.7%Computer and TechnologyAVGOBroadcom$31,531,053$20,293,078 ▲180.6%114,3880.7%Computer and TechnologyGOOGAlphabet$30,710,858$28,446,117 ▲1,256.0%173,1260.7%Computer and TechnologyIVViShares Core S&P 500 ETF$29,909,995$27,829,359 ▲1,337.5%48,1720.7%ETFJPMJPMorgan Chase & Co.$29,704,469$17,032,213 ▲134.4%102,4610.7%FinancePANWPalo Alto Networks$28,911,539$22,663,266 ▲362.7%141,2800.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$28,088,770$28,088,770 ▲New Holding492,6990.6%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$27,189,540$22,589,672 ▲491.1%1,620,3540.6%ManufacturingBSCWInvesco BulletShares 2032 Corporate Bond ETF$26,633,513$21,825,102 ▲453.9%1,292,8890.6%ETFERIEErie Indemnity$25,793,200$8,669,750 ▼-25.2%74,3770.6%FinanceNVDANVIDIA$24,630,372$679,354 ▼-2.7%155,8990.6%Computer and TechnologyMSFTMicrosoft$24,522,732$1,196,243 ▼-4.7%49,3020.6%Computer and TechnologyJPMJPMorgan Chase & Co.$24,319,466$11,647,322 ▲91.9%83,8870.6%FinanceBSCVInvesco BulletShares 2031 Corporate Bond ETF$22,776,174$18,727,283 ▲462.5%1,377,8690.5%ETFNVDANVIDIA$22,532,692$2,777,148 ▼-11.0%142,6210.5%Computer and TechnologyAAPLApple$22,261,439$267,951 ▼-1.2%108,5030.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$21,622,371$21,156,686 ▲4,543.1%197,8440.5%ETFGOOGLAlphabet$21,018,423$19,073,549 ▲980.7%119,2670.5%Computer and TechnologyMETAMeta Platforms$20,637,432$5,604,235 ▲37.3%27,9610.5%Computer and TechnologyJPMJPMorgan Chase & Co.$20,605,643$7,933,387 ▲62.6%71,0760.5%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$20,445,235$20,445,235 ▲New Holding224,7220.5%ETFVONGVanguard Russell 1000 Growth ETF$20,001,764$17,415,576 ▲673.4%183,1660.5%ETFXMHQInvesco S&P MidCap Quality ETF$19,602,614$19,602,614 ▲New Holding199,5380.4%ETFDONWisdomTree U.S. MidCap Dividend Fund$19,561,285$19,561,285 ▲New Holding390,2890.4%FinanceGSThe Goldman Sachs Group$19,361,215$12,670,852 ▲189.4%27,3560.4%FinanceGOOGLAlphabet$19,291,193$17,346,319 ▲891.9%109,4660.4%Computer and TechnologyAMZNAmazon.com$18,773,861$8,362,708 ▲80.3%85,5730.4%Retail/WholesaleIBTOiShares iBonds Dec 2033 Term Treasury ETF$18,501,422$528,264 ▲2.9%754,8520.4%ETFKLACKLA$18,419,102$195,271 ▼-1.0%20,5630.4%Computer and TechnologyMETAMeta Platforms$17,008,546$1,975,129 ▲13.1%23,0440.4%Computer and TechnologyBSCTInvesco BulletShares 2029 Corporate Bond ETF$16,741,606$13,754,543 ▲460.5%895,2730.4%ETFMAMastercard$16,519,119$8,557,103 ▲107.5%29,3970.4%Business ServicesVVisa$16,513,727$84,855 ▼-0.5%46,5120.4%Business ServicesDFATDimensional U.S. Targeted Value ETF$16,007,776$16,007,776 ▲New Holding296,6600.4%ETFAXPAmerican Express$16,007,118$7,274,687 ▲83.3%50,1820.4%FinanceISHARES IBONDS DEC 2034 TERM TREASURY ETF$15,943,123$12,077,485 ▲312.4%620,2150.4%ETFLLYEli Lilly and Company$15,449,798$13,857,968 ▲870.6%19,8190.4%MedicalBSCRInvesco BulletShares 2027 Corporate Bond ETF$15,257,852$13,028,166 ▲584.3%776,4810.3%ETFETNEaton$15,013,572$13,524,210 ▲908.1%42,0560.3%IndustrialsMETAMeta Platforms$14,972,034$61,261 ▼-0.4%20,2850.3%Computer and TechnologyJNJJohnson & Johnson$14,699,001$12,854,084 ▲696.7%96,2290.3%MedicalVUGVanguard Growth ETF$14,697,846$13,721,088 ▲1,404.8%33,5260.3%ETFBXBlackstone$14,572,890$13,822,594 ▲1,842.3%97,4250.3%FinanceQCOMQUALCOMM$14,572,768$11,208,719 ▲333.2%91,5030.3%Computer and TechnologyGILDGilead Sciences$14,515,655$9,372,728 ▲182.2%130,9250.3%MedicalRTXRTX$14,204,213$9,138,935 ▲180.4%97,2760.3%AerospaceXOMExxon Mobil$13,895,592$184,984 ▼-1.3%128,9020.3%EnergyISHARES IBONDS DEC 2044 TERM TREASURY ETF$13,504,059$10,923,665 ▲423.3%544,5910.3%ETFCOSTCostco Wholesale$13,466,452$10,218,387 ▲314.6%13,6030.3%Retail/WholesaleWMTWalmart$13,400,553$11,947,933 ▲822.5%137,0480.3%Retail/WholesaleDFUVDimensional US Marketwide Value ETF$13,081,001$13,081,001 ▲New Holding309,3900.3%ETFIJRiShares Core S&P Small-Cap ETF$13,061,248$12,595,563 ▲2,704.7%119,5100.3%ETFBKNGBooking$12,684,225$6,628,680 ▲109.5%2,1910.3%Retail/WholesalePMPhilip Morris International$12,653,482$10,993,367 ▲662.2%69,4750.3%Consumer StaplesJPMJPMorgan Chase & Co.$12,454,856$216,843 ▼-1.7%42,9630.3%FinanceHDHome Depot$12,427,263$11,180,320 ▲896.6%33,8950.3%Retail/WholesaleORCLOracle$12,340,789$1,640,600 ▲15.3%56,4460.3%Computer and TechnologyBLACKROCK INC$12,249,564$11,111,168 ▲976.0%11,6750.3%COMNOWServiceNow$11,652,259$11,652,259 ▲New Holding11,3340.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$11,642,921$11,313,501 ▲3,434.4%229,7340.3%ETFLOWLowe's Companies$11,532,581$5,664,785 ▲96.5%51,9790.3%Retail/WholesaleAVGOBroadcom$11,459,679$222,165 ▲2.0%41,5750.3%Computer and TechnologyGSThe Goldman Sachs Group$11,355,849$4,665,488 ▲69.7%16,0450.3%FinanceCOFCapital One Financial$11,029,478$10,411,623 ▲1,685.1%51,8400.3%FinanceLOWLowe's Companies$10,943,065$5,075,273 ▲86.5%49,3220.2%Retail/WholesaleMCDMcDonald's$10,916,640$10,078,112 ▲1,201.9%37,3640.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$10,912,288$10,912,288 ▲New Holding48,1800.2%Computer and TechnologyAMZNAmazon.com$10,779,839$368,791 ▲3.5%49,1360.2%Retail/WholesaleNEENextEra Energy$10,763,138$7,777,388 ▲260.5%155,0440.2%UtilitiesGOOGAlphabet$10,674,353$8,409,634 ▲371.3%60,1750.2%Computer and TechnologyMETAMeta Platforms$10,664,662$4,368,755 ▼-29.1%14,4490.2%Computer and TechnologyABBVAbbVie$10,626,745$1,537,119 ▲16.9%57,2500.2%MedicalORCLOracle$10,550,209$149,980 ▼-1.4%48,2560.2%Computer and TechnologyVVisa$10,240,707$6,358,235 ▼-38.3%28,8430.2%Business ServicesWMTWalmart$10,093,915$8,641,297 ▲594.9%103,2310.2%Retail/WholesaleIYWiShares U.S. Technology ETF$10,038,571$10,038,571 ▲New Holding57,9360.2%ManufacturingAVGOBroadcom$10,001,372$1,236,561 ▼-11.0%36,2830.2%Computer and TechnologyBRK.BBerkshire Hathaway$9,974,989$3,995,825 ▲66.8%20,5350.2%FinanceIWBiShares Russell 1000 ETF$9,893,766$9,639,087 ▲3,784.8%29,1360.2%ETFVWOVanguard FTSE Emerging Markets ETF$9,840,463$9,604,737 ▲4,074.5%198,9580.2%ETFAUBAtlantic Union Bankshares$9,625,794$3,681,499 ▲61.9%307,7300.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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