Universe · entity
FIRST UNITED BANK & TRUST
Institutional manager (13F) · CIK 1214183
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $236M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Invesco QQQ Unit Series 1 | $19M | 33,016 |
| 2 | Vanguard Value ETF | $17M | 88,807 |
| 3 | iShares Select Dividend ETF | $11M | 75,016 |
| 4 | Vanguard Index FDS S&P 500 ETF Shs | $11M | 18,510 |
| 5 | Vanguard Mid-Cap ETF | $10M | 33,736 |
| 6 | Vanguard Growth ETF | $10M | 22,153 |
| 7 | iShares Tr Core MSCI Eafe ETF | $9M | 102,007 |
| 8 | Apple Inc Com | $9M | 33,869 |
| 9 | Invesco S&P 500 Equal Weight | $8M | 43,523 |
| 10 | iShares in Core MSCI Emerging Mkts | $8M | 111,469 |
| 11 | Vanguard Index FDS Small CP ETF | $6M | 23,257 |
| 12 | Vanguard Index FDS McAp Vl Idxvip | $6M | 32,963 |
| 13 | Vanguard Index FDS McAp GR Idxvip | $6M | 21,521 |
| 14 | Microsoft Corp Com | $5M | 14,635 |
| 15 | Fideltiy Total Bond ETF | $5M | 112,352 |
| 16 | Alphabet Inc | $5M | 17,206 |
| 17 | J P Morgan Chase & Co | $5M | 15,734 |
| 18 | iShares Core S&P 500 ETF | $4M | 6,654 |
| 19 | Flexshares Tr Hig Yld Vl ETF | $4M | 107,078 |
| 20 | SPDR S&P 500 Index | $4M | 6,021 |
| 21 | Invesco S&P 500 Garp ETF | $4M | 36,292 |
| 22 | Nvidia Corp | $4M | 22,107 |
| 23 | Arista Networks Inc Ordinary Shares | $3M | 27,872 |
| 24 | iShares Russell 1000 Growth ETF | $3M | 7,265 |
| 25 | McDonalds Corp Com | $3M | 9,821 |
| 26 | Lowes Cos Inc Com | $3M | 12,448 |
| 27 | Flexshares Stoxx US ESG Impact Index | $3M | 18,930 |
| 28 | iShares Russell Mid-Cap ETF | $3M | 28,675 |
| 29 | Vanguard Small-Cap Value ETF | $3M | 12,761 |
| 30 | iShares Dow Jones US Technology | $3M | 14,544 |
| 31 | Chevrontexaco | $3M | 12,532 |
| 32 | PNC Finl Svcs Group Inc Com | $3M | 12,125 |
| 33 | Amazon Com Inc Com | $2M | 11,669 |
| 34 | Honeywell Intl Inc Com | $2M | 10,714 |
| 35 | Costco Whsl Corp New | $2M | 2,351 |
| 36 | Procter & Gamble Co Com | $2M | 15,666 |
| 37 | SPDR Gold Trust ETF | $2M | 5,258 |
| 38 | Southern Co Com | $2M | 23,324 |
| 39 | CSX Corp Com | $2M | 51,719 |
| 40 | iShares 0-5 Year TIPS Bond ETF | $2M | 20,260 |
| 41 | Amgen Inc Com | $2M | 5,884 |
| 42 | Cisco Sys Inc Com | $2M | 26,529 |
| 43 | Valero Energy New | $2M | 8,300 |
| 44 | Exxon Mobil Corp Com | $2M | 11,161 |
| 45 | Mastercard Inc | $2M | 3,741 |
| 46 | Danaher Corp Del Com | $2M | 9,327 |
| 47 | M & T Bank Corp | $2M | 8,524 |
| 48 | Vanguard Bond Index Fund Inctotal Bd Market | $2M | 22,206 |
| 49 | PGIM Ultra-Short Bond ETF | $2M | 32,934 |
| 50 | Johnson & Johnson Com | $2M | 6,590 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.