United Bank

Institutional manager (13F) · CIK 1697791

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $241M

#	Issuer	Value	Shares
1	ALPHABET INC	$13M	44,887
2	APPLE INC	$12M	48,325
3	FLEXSHARES TR	$12M	183,778
4	FLEXSHARES TR	$12M	211,277
5	NVIDIA CORPORATION	$12M	66,009
6	SELECT SECTOR SPDR TR	$11M	83,404
7	FLEXSHARES TR	$10M	241,931
8	MICROSOFT CORP	$9M	25,224
9	AMAZON COM INC	$9M	44,499
10	JPMORGAN CHASE & CO	$8M	28,574
11	COCA COLA CO	$7M	91,180
12	SCHWAB STRATEGIC TR	$7M	215,919
13	COSTCO WHOLESALE CORPORATION	$6M	6,020
14	ISHARES TR	$6M	85,667
15	SOUTHERN CO	$5M	55,330
16	ISHARES TR	$5M	45,186
17	META PLATFORMS INC	$5M	8,220
18	SELECT SECTOR SPDR TR	$5M	73,662
19	MASTERCARD INCORPORATED	$4M	8,335
20	ISHARES TR	$4M	33,140
21	VANGUARD INDEX FDS	$4M	20,341
22	EXXON MOBIL CORP	$4M	23,424
23	ADVANCED MICRO DEVICES INC	$4M	17,742
24	CATERPILLAR INC	$3M	4,917
25	ABBOTT LABORATORIES	$3M	33,193
26	FLEXSHARES TR	$3M	44,862
27	JOHNSON & JOHNSON	$3M	12,472
28	TJX COS INC NEW	$3M	18,595
29	LOWES COS INC	$3M	11,940
30	BROADCOM INC	$3M	9,071
31	TRUIST FINL CORP	$3M	59,586
32	CISCO SYS INC	$3M	33,928
33	BERKSHIRE HATHAWAY INC DEL	$3M	5,429
34	GENERAL DYNAMICS CORP	$3M	7,554
35	RTX CORPORATION	$3M	13,435
36	MCDONALDS CORP	$3M	8,236
37	ELI LILLY & CO	$3M	2,741
38	CENCORA INC	$2M	7,676
39	PROCTER & GAMBLE CO	$2M	16,476
40	ANALOG DEVICES INC	$2M	7,318
41	CHEVRON CORPORATION	$2M	11,218
42	ORACLE CORP	$2M	15,153
43	NETFLIX INC.	$2M	22,940
44	PALO ALTO NETWORKS INC	$2M	13,362
45	GSK PLC	$2M	38,083
46	BLACKSTONE INC	$2M	18,249
47	SALESFORCE INC	$2M	11,105
48	NORFOLK SOUTHN CORP	$2M	7,015
49	SPDR GOLD TR	$2M	4,280
50	CITIGROUP INC	$2M	16,084

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.