2UniFi Bank
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), 2UniFi Bank reported 516 stock positions worth $150.2 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 4.7%) and iShares MSCI Eafe ETF (EFA, 4.7%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, WY
- CIK
- 0002040900
- Portfolio Value
- $150.2M (Q4 2024)
- SEC Filing
- 0001104659-25-008104 ↗ filed Jan 31, 2025
Holdings Value
Holdings 516 stocks · $150.2M
| AAPL Apple Inc. | 4.95% | 29,699 | $7.4M | — |
| IWF iShares Russell 1000 Growth | 4.71% | 17,629 | $7.1M | — |
| EFA iShares MSCI Eafe ETF | 4.68% | 92,957 | $7.0M | — |
| IJH iShares Core S&P Midcap ETF | 3.94% | 94,866 | $5.9M | — |
| NVDA Nvidia Corp. | 3.88% | 43,363 | $5.8M | — |
| MSFT Microsoft Corp. | 3.57% | 12,725 | $5.4M | — |
| IVV iShares Core S&P 500 ETF | 2.88% | 7,338 | $4.3M | — |
| AMZN Amazon.com Inc. | 2.36% | 16,147 | $3.5M | — |
| GOOGL Alphabet Inc. Class A | 2.31% | 18,322 | $3.5M | — |
| IEMG iShares Core MSCI Emerging | 2.05% | 58,845 | $3.1M | — |
| IWD iShares Russell 1000 Value E | 1.93% | 15,625 | $2.9M | — |
| IVW iShares S&P 500 Growth ETF | 1.77% | 26,206 | $2.7M | — |
| IAU iShares Gold Trust | 1.62% | 49,150 | $2.4M | — |
| JPM JPMorgan Chase & Co. | 1.58% | 9,871 | $2.4M | — |
| BLK BlackRock Inc. | 1.46% | 2,145 | $2.2M | — |
| V Visa Inc. Class A | 1.46% | 6,929 | $2.2M | — |
| LLY Eli Lilly & Co. | 1.24% | 2,418 | $1.9M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.24% | 10,998 | $1.9M | — |
| PG The Procter & Gamble Co. | 1.19% | 10,673 | $1.8M | — |
| CDNS Cadence Design SYS Inc. | 1.06% | 5,277 | $1.6M | — |
| IJR iShares Core S&P Small-Cap E | 1.04% | 13,600 | $1.6M | — |
| CVX Chevron Corp. | 1.03% | 10,692 | $1.5M | — |
| HON Honeywell International Inc. | 0.98% | 6,535 | $1.5M | — |
| META Meta Platforms Inc. Class A | 0.95% | 2,443 | $1.4M | — |
| PEP Pepsico Inc. | 0.92% | 9,123 | $1.4M | — |
| UNH Unitedhealth Group Inc. | 0.91% | 2,711 | $1.4M | — |
| HD Home Depot Inc. | 0.81% | 3,121 | $1.2M | — |
| WMT Walmart Inc. | 0.81% | 13,407 | $1.2M | — |
| JNJ Johnson & Johnson | 0.78% | 8,132 | $1.2M | — |
| ABBV Abbvie Inc. | 0.74% | 6,268 | $1.1M | — |
| MS Morgan Stanley | 0.72% | 8,576 | $1.1M | — |
| ACN Accenture PLC Class A | 0.67% | 2,873 | $1.0M | — |
| CMI Cummins Inc. | 0.65% | 2,796 | $975K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.64% | 4,024 | $967K | — |
| MCD McDonald's Corp. | 0.63% | 3,265 | $946K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 1,606 | $941K | — |
| ADBE Adobe Inc. | 0.62% | 2,101 | $934K | — |
| GD General Dynamics Corp. | 0.61% | 3,478 | $916K | — |
| ORCL Oracle Corp. | 0.60% | 5,370 | $895K | — |
| TSLA Tesla Inc. | 0.59% | 2,200 | $888K | — |
| SDY SS SPDR S&P Dividend ETF | 0.58% | 6,620 | $875K | — |
| ICE Intercontinental Exchange Inc. | 0.57% | 5,793 | $863K | — |
| VGT Vanguard Info Tech ETF | 0.57% | 1,379 | $857K | — |
| MRK Merck & Co. Inc. | 0.56% | 8,461 | $842K | — |
| NEE Nextera Energy Inc. | 0.56% | 11,696 | $838K | — |
| MAR Marriott International Class A | 0.56% | 2,993 | $835K | — |
| WM Waste Management Inc. | 0.54% | 3,990 | $805K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 17,796 | $782K | — |
| NBHC National Bank Hold Class A | 0.52% | 18,075 | $778K | — |
| IWM iShares Russell 2000 ETF | 0.51% | 3,482 | $769K | — |
| EOG EOG Resources Inc. | 0.50% | 6,134 | $752K | — |
| GOOG Alphabet Inc. Class C | 0.49% | 3,877 | $738K | — |
| LMT Lockheed Martin Corp. | 0.49% | 1,509 | $733K | — |
| PAYX Paychex Inc. | 0.48% | 5,136 | $720K | — |
| PANW Palo Alto Networks Inc. | 0.47% | 3,898 | $709K | — |
| SHOP Shopify Inc. Class A | 0.46% | 6,460 | $687K | — |
| PSA Public Storage | 0.46% | 2,285 | $684K | — |
| EMR Emerson Electric Co. | 0.44% | 5,353 | $663K | — |
| J Jacobs Solutions Inc. | 0.44% | 4,890 | $653K | — |
| SYK Stryker Corp. | 0.43% | 1,792 | $645K | — |
| ZTS Zoetis Inc. | 0.43% | 3,932 | $641K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 1,544 | $634K | — |
| AVGO Broadcom Inc. | 0.41% | 2,680 | $621K | — |
| CAT Caterpillar Inc. | 0.41% | 1,678 | $609K | — |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 3,105 | $608K | — |
| COST Costco Wholesale Corp. | 0.40% | 663 | $607K | — |
| AMAT Applied Materials Inc. | 0.39% | 3,622 | $589K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 8,311 | $584K | — |
| ACWI iShares MSCI Acwi ETF | 0.39% | 4,950 | $582K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 1,127 | $576K | — |
| SBUX Starbucks Corp. | 0.37% | 6,078 | $555K | — |
| DE Deere & Co. | 0.37% | 1,298 | $550K | — |
| SO The Southern Co. | 0.34% | 6,236 | $513K | — |
| MCHP Microchip Technology Inc. | 0.31% | 8,038 | $461K | — |
| CSCO Cisco Systems Inc. | 0.30% | 7,664 | $454K | — |
| UBER Uber Technologies Inc. | 0.30% | 7,509 | $453K | — |
| FCX Freeport-McMoran Inc. | 0.28% | 11,190 | $426K | — |
| PRU Prudential Financial Inc. | 0.28% | 3,485 | $413K | — |
| GPC Genuine Parts Co. | 0.27% | 3,534 | $413K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 3,634 | $405K | — |
| USB US Bancorp | 0.27% | 8,383 | $401K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 1,515 | $400K | — |
| XLE SS Energy Select Sector | 0.26% | 4,601 | $394K | — |
| TXN Texas Instruments Inc. | 0.26% | 2,082 | $390K | — |
| DVY iShares Select Dividend ETF | 0.26% | 2,925 | $384K | — |
| JPST JPMorgan Ultra-Short Income | 0.25% | 7,331 | $369K | — |
| ENB Enbridge Inc. | 0.24% | 8,667 | $368K | — |
| AEP American Electric Power | 0.24% | 3,861 | $356K | — |
| COIN Coinbase Global Inc. Class A | 0.23% | 1,395 | $346K | — |
| ABT Abbott Laboratories | 0.23% | 3,039 | $344K | — |
| PGR Progressive Corp. | 0.21% | 1,301 | $312K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.21% | 4,097 | $310K | — |
| CME Cme Group Inc. | 0.20% | 1,323 | $307K | — |
| VZ Verizon Communications Inc. | 0.20% | 7,661 | $306K | — |
| INGR Ingredion Inc. | 0.20% | 2,224 | $306K | — |
| UPS United Parcel Service Class B | 0.20% | 2,401 | $303K | — |
| BIV Vanguard Intermediate-Term B | 0.20% | 3,970 | $297K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.20% | 2,495 | $293K | — |
| MO Altria Group Inc. | 0.19% | 5,477 | $286K | — |
| MDY State Street SPDR S&P Midcap | 0.19% | 496 | $283K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026 | 519 | $206.5M | IWF, EFA, IJH, AAPL, NVDA |
| Q4 2025 | 521 | $210.7M | IWF, AAPL, EFA, IJH, NVDA |
| Q3 2025 | 447 | $199.7M | IWF, NVDA, EFA, AAPL, IJH |
| Q2 2025 | 449 | $176.1M | IWF, EFA, NVDA, IJH, AAPL |
| Q1 2025 | 450 | $154.7M | IWF, EFA, AAPL, IJH, NVDA |
| Q4 2024 | 516 | $150.2M | AAPL, IWF, EFA, IJH, NVDA |