United Bank Top Holdings and 13F Report (2025) About United BankInvestment ActivityUnited Bank has $786.05 million in total holdings as of March 31, 2025.United Bank owns shares of 136 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 11.25% of the portfolio was purchased this quarter.About 13.09% of the portfolio was sold this quarter.This quarter, United Bank has purchased 134 new stocks and bought additional shares in 24 stocks.United Bank sold shares of 57 stocks and completely divested from 8 stocks this quarter.Largest Holdings Hubbell $94,912,267iShares MSCI Emerging Markets ex China ETF $41,440,964iShares Core S&P Small-Cap ETF $41,355,362Apple $31,663,524iShares Core U.S. Aggregate Bond ETF $30,954,328 Largest New Holdings this Quarter 12572Q105 - CME Group $9,019,065 Holding030420103 - American Water Works $8,763,874 Holding427866108 - Hershey $8,587,071 Holding375558103 - Gilead Sciences $8,551,548 Holding539830109 - Lockheed Martin $8,153,349 Holding Largest Purchases this Quarter CME Group 33,997 shares (about $9.02M)Aflac 80,341 shares (about $8.93M)American Water Works 59,408 shares (about $8.76M)PepsiCo 58,207 shares (about $8.73M)Hershey 50,208 shares (about $8.59M) Largest Sales this Quarter Quest Diagnostics 84,392 shares (about $14.28M)U.S. Bancorp 295,069 shares (about $12.46M)Pfizer 411,585 shares (about $10.43M)United Parcel Service 78,646 shares (about $8.65M)Target 69,113 shares (about $7.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnited Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHUBBHubbell$94,912,2670.0%286,82212.1%IndustrialsEMXCiShares MSCI Emerging Markets ex China ETF$41,440,964$2,646,304 ▲6.8%752,2415.3%ManufacturingIJRiShares Core S&P Small-Cap ETF$41,355,362$764,930 ▲1.9%395,4805.3%ETFAAPLApple$31,663,524$3,060,730 ▼-8.8%142,5454.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$30,954,328$910,360 ▲3.0%312,9233.9%FinanceMSFTMicrosoft$29,906,955$1,637,076 ▼-5.2%79,6693.8%Computer and TechnologyUBSIUnited Bankshares$24,673,565$586,062 ▼-2.3%711,6693.1%FinanceJPMJPMorgan Chase & Co.$24,639,653$164,351 ▼-0.7%100,4473.1%FinanceCVXChevron$18,721,925$1,415,273 ▼-7.0%111,9132.4%EnergyIRMIron Mountain$16,190,582$2,229,555 ▼-12.1%188,1752.1%Business ServicesCSCOCisco Systems$15,706,798$2,948,627 ▼-15.8%254,5262.0%Computer and TechnologyABTAbbott Laboratories$15,645,677$2,550,595 ▼-14.0%117,9472.0%MedicalPGProcter & Gamble$15,373,254$2,030,214 ▼-11.7%90,2082.0%Consumer StaplesWMWaste Management$15,370,413$2,701,722 ▼-14.9%66,3922.0%Business ServicesMCDMcDonald's$15,288,949$2,018,222 ▼-11.7%48,9451.9%Retail/WholesaleAMGNAmgen$14,581,801$2,325,723 ▼-13.8%46,8041.9%MedicalGLWCorning$14,125,792$3,972,745 ▼-22.0%308,5581.8%Computer and TechnologyJNJJohnson & Johnson$13,610,330$1,698,700 ▼-11.1%82,0691.7%MedicalDOVDover$13,225,015$2,077,065 ▼-13.6%75,2791.7%IndustrialsEOGEOG Resources$12,942,886$1,303,560 ▼-9.2%100,9271.6%EnergyAPDAir Products and Chemicals$12,941,681$2,455,799 ▼-15.9%43,8821.6%Basic MaterialsGDGeneral Dynamics$12,637,904$1,295,573 ▼-9.3%46,3641.6%AerospaceTXNTexas Instruments$12,309,656$1,406,874 ▼-10.3%68,5011.6%Computer and TechnologyBLACKROCK INC$11,886,830$2,263,031 ▼-16.0%12,5591.5%COMMON STOCKCMICummins$11,322,711$2,742,915 ▼-19.5%36,1241.4%Auto/Tires/TrucksIVWiShares S&P 500 Growth ETF$11,028,390$335,952 ▲3.1%118,8021.4%ETFHONHoneywell International$9,927,087$8,573,153 ▲633.2%46,8811.3%Multi-Sector ConglomeratesPEPPepsiCo$9,487,147$8,727,551 ▲1,149.0%63,2731.2%Consumer StaplesAFLAflac$9,294,707$8,933,117 ▲2,470.5%83,5931.2%FinanceCMECME Group$9,019,065$9,019,065 ▲New Holding33,9971.1%FinanceAWKAmerican Water Works$8,763,874$8,763,874 ▲New Holding59,4081.1%UtilitiesHSYHershey$8,587,071$8,587,071 ▲New Holding50,2081.1%Consumer StaplesGILDGilead Sciences$8,551,548$8,551,548 ▲New Holding76,3191.1%MedicalITWIllinois Tool Works$8,351,453$8,142,381 ▲3,894.5%33,6741.1%IndustrialsLMTLockheed Martin$8,153,349$8,153,349 ▲New Holding18,2521.0%AerospaceVOVanguard Mid-Cap ETF$7,984,635$1,506,462 ▲23.3%30,8741.0%ETFXOMExxon Mobil$7,768,508$275,085 ▼-3.4%65,3201.0%EnergyVNQVanguard Real Estate ETF$7,151,212$306,206 ▼-4.1%78,9840.9%ETFSHViShares Short Treasury Bond ETF$5,780,926$318,346 ▼-5.2%52,3350.7%ETFVBVanguard Small-Cap ETF$4,924,848$665,250 ▲15.6%22,2090.6%ETFSPYSPDR S&P 500 ETF Trust$4,920,954$129,778 ▲2.7%8,7970.6%FinanceVTIVanguard Total Stock Market ETF$4,397,4400.0%16,0000.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,938,695$150,354 ▲4.0%75,2090.5%ManufacturingVUGVanguard Growth ETF$3,884,7110.0%10,4760.5%ETFKOCoca-Cola$3,804,167$7,950 ▼-0.2%53,1160.5%Consumer StaplesVTVVanguard Value ETF$3,187,572$846,599 ▼-21.0%18,4530.4%ETFAMZNAmazon.com$2,938,566$819,069 ▼-21.8%15,4450.4%Retail/WholesaleKLACKLA$2,859,918$396,323 ▼-12.2%4,2070.4%Computer and TechnologyVVisa$2,553,802$312,610 ▲13.9%7,2870.3%Business ServicesNVDANVIDIA$2,437,359$262,388 ▲12.1%22,4890.3%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$2,422,698$16,489 ▲0.7%29,0910.3%ETFGOOGLAlphabet$2,135,114$271,084 ▲14.5%13,8070.3%Computer and TechnologyMETAMeta Platforms$2,101,983$163,686 ▲8.4%3,6470.3%Computer and TechnologyTSLATesla$2,078,464$52,091 ▲2.6%8,0200.3%Auto/Tires/TrucksABBVAbbVie$1,746,5600.0%8,3360.2%MedicalBIVVanguard Intermediate-Term Bond ETF$1,703,6060.0%22,2490.2%ETFEFAiShares MSCI EAFE ETF$1,665,903$932,049 ▼-35.9%20,3830.2%FinanceLLYEli Lilly and Company$1,615,480$298,154 ▼-15.6%1,9560.2%MedicalMUBiShares National Muni Bond ETF$1,608,909$877,683 ▼-35.3%15,2590.2%ETFHDHome Depot$1,448,371$30,052 ▼-2.0%3,9520.2%Retail/WholesaleWMTWalmart$1,434,840$395,055 ▲38.0%16,3440.2%Retail/WholesaleAEPAmerican Electric Power$1,366,8580.0%12,5090.2%UtilitiesVZVerizon Communications$1,337,304$77,838 ▼-5.5%29,4820.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,329,565$2,742 ▼-0.2%22,7860.2%ETFPFEPfizer$1,319,556$10,429,571 ▼-88.8%52,0740.2%MedicalTAT&T$1,319,289$123,781 ▼-8.6%46,6510.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,272,7400.0%20,4950.2%ETFIWFiShares Russell 1000 Growth ETF$1,209,291$220,265 ▲22.3%3,3490.2%ETFSOSouthern$1,209,143$11,494 ▼-0.9%13,1500.2%UtilitiesBMYBristol-Myers Squibb$1,164,7860.0%19,0980.1%MedicalDUKDuke Energy$1,164,2040.0%9,5450.1%UtilitiesTFCTruist Financial$1,111,0500.0%27,0000.1%FinanceXLKTechnology Select Sector SPDR Fund$1,086,0850.0%5,2600.1%ETFLOWLowe's Companies$1,079,389$233,230 ▲27.6%4,6280.1%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$1,058,693$6,294 ▼-0.6%4,2050.1%ETFGOOGAlphabet$1,055,334$72,647 ▼-6.4%6,7550.1%Computer and TechnologyDGXQuest Diagnostics$970,700$14,279,121 ▼-93.6%5,7370.1%MedicalBRK.BBerkshire Hathaway$935,210$14,380 ▼-1.5%1,7560.1%FinanceBSVVanguard Short-Term Bond ETF$863,7420.0%11,0340.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$816,2470.0%1,9440.1%FinanceRSGRepublic Services$804,6980.0%3,3230.1%Business ServicesBRK.ABerkshire Hathaway$798,4420.0%10.1%FinanceAPPLOVIN CORP-CLASS A$794,9100.0%3,0000.1%COMMON STOCKDEDeere & Company$762,225$16,897 ▼-2.2%1,6240.1%IndustrialsEDConsolidated Edison$713,3060.0%6,4500.1%UtilitiesORCLOracle$658,785$3,775 ▲0.6%4,7120.1%Computer and TechnologyMMM3M$633,848$100,452 ▼-13.7%4,3160.1%Multi-Sector ConglomeratesALLAllstate$621,2100.0%3,0000.1%FinanceVVVanguard Large-Cap ETF$603,2490.0%2,3470.1%ETFADPAutomatic Data Processing$581,423$24,442 ▼-4.0%1,9030.1%Business ServicesIEFAiShares Core MSCI EAFE ETF$575,773$264,851 ▲85.2%7,6110.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$561,960$561,960 ▲New Holding6,0000.1%ETFIVViShares Core S&P 500 ETF$559,6530.0%9960.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$546,8160.0%1,0250.1%ETFGRMNGarmin$542,8250.0%2,5000.1%Computer and TechnologyCATCaterpillar$527,680$13,192 ▼-2.4%1,6000.1%IndustrialsMSMorgan Stanley$525,015$291,675 ▲125.0%4,5000.1%FinanceNEENextEra Energy$522,743$5,884 ▼-1.1%7,3740.1%UtilitiesUSBU.S. Bancorp$520,488$12,457,809 ▼-96.0%12,3280.1%FinanceUPSUnited Parcel Service$520,474$8,650,295 ▼-94.3%4,7320.1%TransportationShowing largest 100 holdings. 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