United Bank
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), United Bank reported 148 stock positions worth $837.8 million. Its top holding was Hubbell (HUBB) at 14.9% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 4.7%) and Microsoft (MSFT, 4.5%). Compared with Q4 2023, it opened 8 new positions, sold out of 8, added to 35 and reduced 52. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +73%) and the biggest sale Apple (AAPL, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- VIENNA, VA
- CIK
- 0001286478
- Portfolio Value
- $837.8M (Q1 2024)
- SEC Filing
- 0001286478-24-000004 ↗ filed May 13, 2024
Holdings Value
Holdings 148 stocks · $837.8M
| HUBB Hubbell Inc. | 14.86% | 299,965 | $124.5M | No change |
| IJR iShares Core S&P Small-Cap E | 4.74% | 359,462 | $39.7M | Add +2.0% |
| MSFT Microsoft Corp. | 4.55% | 90,597 | $38.1M | Reduce -9.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.44% | 646,427 | $37.2M | Add +7.3% |
| AAPL Apple Inc. | 3.82% | 186,501 | $32.0M | Reduce -11.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.18% | 519,318 | $26.6M | Add +10.5% |
| UBSI United Bankshares Inc. | 3.10% | 725,551 | $26.0M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 2.46% | 102,896 | $20.6M | Reduce -0.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 2.36% | 246,489 | $19.8M | Reduce -14.4% |
| CVX Chevron Corp. | 2.32% | 123,294 | $19.4M | Reduce -2.5% |
| SUB iShares Short-Term National | 2.17% | 173,489 | $18.2M | Add +21.1% |
| WM Waste Management Inc. | 2.14% | 84,155 | $17.9M | Reduce -12.8% |
| PG The Procter & Gamble Co. | 2.09% | 107,767 | $17.5M | Reduce -6.7% |
| DOV Dover Corp. | 1.97% | 93,246 | $16.5M | Reduce -9.7% |
| MCD McDonald's Corp. | 1.95% | 58,079 | $16.4M | Reduce -5.9% |
| ABT Abbott Laboratories | 1.95% | 143,814 | $16.3M | Reduce -6.4% |
| AMGN Amgen Inc. | 1.94% | 57,069 | $16.2M | Reduce -8.8% |
| JNJ Johnson & Johnson | 1.87% | 99,013 | $15.7M | Reduce -5.8% |
| GD General Dynamics Corp. | 1.84% | 54,592 | $15.4M | Reduce -9.0% |
| CSCO Cisco Systems Inc. | 1.82% | 304,994 | $15.2M | Reduce -4.7% |
| EOG EOG Resources Inc. | 1.78% | 116,802 | $14.9M | Add +3.3% |
| USB US Bancorp | 1.68% | 314,876 | $14.1M | Reduce -6.0% |
| TGT Target Corp. | 1.66% | 78,364 | $13.9M | Reduce -2.1% |
| TXN Texas Instruments Inc. | 1.65% | 79,133 | $13.8M | Add +1.8% |
| GLW Corning Inc. | 1.64% | 416,534 | $13.7M | Add +1.2% |
| CMI Cummins Inc. | 1.60% | 45,509 | $13.4M | Reduce -8.3% |
| BLK BlackRock Finance Inc. | 1.59% | 16,023 | $13.4M | Reduce -9.9% |
| APD Air Products & Chemicals Inc. | 1.59% | 55,026 | $13.3M | Add +10.3% |
| DGX Quest Diagnostics Inc. | 1.51% | 94,939 | $12.6M | Add +4.0% |
| PFE Pfizer Inc. | 1.49% | 450,614 | $12.5M | Add +17.4% |
| UPS United Parcel Service Class B | 1.47% | 82,741 | $12.3M | Add +10.5% |
| IVW iShares S&P 500 Growth ETF | 1.08% | 106,858 | $9.0M | Add +72.6% |
| XOM Exxon Mobil Corp. | 1.00% | 72,310 | $8.4M | Reduce -26.3% |
| VNQ Vanguard Real Estate ETF | 0.85% | 82,382 | $7.1M | Add +5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 26,445 | $6.6M | Add +8.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.78% | 59,133 | $6.5M | Reduce -9.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 21,007 | $4.8M | Add +1.2% |
| KLAC KLA Corp. | 0.53% | 6,359 | $4.4M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 7,981 | $4.2M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 16,000 | $4.2M | Reduce -10.1% |
| EFA iShares MSCI Eafe ETF | 0.49% | 51,283 | $4.1M | Add +35.4% |
| AMZN Amazon.com Inc. | 0.45% | 20,840 | $3.8M | Reduce -9.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.44% | 22,732 | $3.7M | Reduce -13.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 10,476 | $3.6M | No change |
| KO The Coca-Cola Co. | 0.40% | 55,265 | $3.4M | No change |
| LLY Eli Lilly & Co. | 0.32% | 3,456 | $2.7M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.29% | 26,919 | $2.5M | Add +47.0% |
| GOOGL Alphabet Inc. Class A | 0.26% | 14,652 | $2.2M | Reduce -18.7% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 34,691 | $2.1M | Reduce -5.0% |
| HD Home Depot Inc. | 0.22% | 4,834 | $1.9M | Reduce -0.4% |
| V Visa Inc. Class A | 0.20% | 6,153 | $1.7M | Add +0.0% |
| BIV Vanguard Intermediate-Term B | 0.20% | 22,249 | $1.7M | No change |
| ABBV Abbvie Inc. | 0.20% | 8,989 | $1.6M | Reduce -7.3% |
| NVDA Nvidia Corp. | 0.19% | 1,739 | $1.6M | Add +2.0% |
| META Meta Platforms Inc. Class A | 0.18% | 3,081 | $1.5M | Reduce -29.5% |
| VZ Verizon Communications Inc. | 0.18% | 35,345 | $1.5M | Reduce -11.6% |
| GOOG Alphabet Inc. Class C | 0.17% | 9,445 | $1.4M | Reduce -7.9% |
| HON Honeywell International Inc. | 0.16% | 6,599 | $1.4M | Reduce -0.8% |
| AEP American Electric Power | 0.16% | 15,157 | $1.3M | Reduce -16.5% |
| VXUS Vanguard Total Intl Stock | 0.15% | 20,495 | $1.2M | No change |
| MDY State Street SPDR S&P Midcap | 0.14% | 2,128 | $1.2M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 4,458 | $1.2M | Add +65.7% |
| T AT&T Inc. | 0.13% | 62,415 | $1.1M | Reduce -17.4% |
| XLK SS Technology Select Sector | 0.13% | 5,160 | $1.1M | Add +3.2% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 19,328 | $1.0M | Reduce -2.5% |
| TFC Truist Financial Corp. | 0.12% | 26,377 | $1.0M | No change |
| ORCL Oracle Corp. | 0.12% | 7,935 | $997K | No change |
| IWF iShares Russell 1000 Growth | 0.12% | 2,930 | $988K | Reduce -4.0% |
| SO The Southern Co. | 0.12% | 13,600 | $976K | No change |
| PEP Pepsico Inc. | 0.12% | 5,551 | $971K | Reduce -1.6% |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 11,325 | $952K | Reduce -1.7% |
| LOW Lowe's Cos Inc. | 0.11% | 3,615 | $921K | Add +1.4% |
| DUK Duke Energy Corp. | 0.11% | 9,445 | $913K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.10% | 11,034 | $846K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 1,944 | $773K | No change |
| WMT Walmart Inc. | 0.09% | 12,759 | $768K | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 1,812 | $762K | Add +3.2% |
| DE Deere & Co. | 0.08% | 1,715 | $704K | Reduce -1.1% |
| ADP Automatic Data Processing | 0.08% | 2,703 | $675K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 2,757 | $661K | No change |
| RSG Republic Services Inc. | 0.08% | 3,402 | $651K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 1 | $634K | No change |
| MRK Merck & Co. Inc. | 0.08% | 4,781 | $631K | Add +3.0% |
| MMM 3M Co. | 0.07% | 5,876 | $623K | Reduce -23.2% |
| CMCSA Comcast Corp. Class A | 0.07% | 13,982 | $606K | Reduce -25.4% |
| CAT Caterpillar Inc. | 0.07% | 1,622 | $594K | No change |
| INTC Intel Corp. | 0.07% | 13,247 | $585K | Reduce -15.1% |
| D Dominion Energy Inc. | 0.07% | 11,734 | $577K | Add +2.9% |
| IWM iShares Russell 2000 ETF | 0.07% | 2,741 | $576K | No change |
| IVV iShares Core S&P 500 ETF | 0.06% | 1,026 | $539K | No change |
| ED Consolidated Edison Inc. | 0.06% | 5,850 | $531K | No change |
| IWV iShares Russell 3000 ETF | 0.06% | 1,770 | $531K | No change |
| NEE Nextera Energy Inc. | 0.06% | 8,265 | $528K | Reduce -11.1% |
| ALL Allstate Corp. | 0.06% | 3,000 | $519K | No change |
| MO Altria Group Inc. | 0.06% | 11,558 | $504K | No change |
| COST Costco Wholesale Corp. | 0.06% | 647 | $474K | Reduce -43.5% |
| YUM Yum! Brands Inc. | 0.06% | 3,350 | $464K | No change |
| GE General Electric | 0.05% | 2,603 | $457K | No change |
| MA Mastercard Inc. Class A | 0.05% | 923 | $444K | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 5,356 | $398K | Add +0.5% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -11.5% | 3.82% | −1.28 |
| MCD McDonald's Corp. | Reduce -5.9% | 1.95% | −0.34 |
| AMGN Amgen Inc. | Reduce -8.8% | 1.94% | −0.33 |
| XOM Exxon Mobil Corp. | Reduce -26.3% | 1.00% | −0.23 |
| BLK BlackRock Finance Inc. | Reduce -9.9% | 1.59% | −0.22 |
| CSCO Cisco Systems Inc. | Reduce -4.7% | 1.82% | −0.21 |
| JNJ Johnson & Johnson | Reduce -5.8% | 1.87% | −0.20 |
| ABT Abbott Laboratories | Reduce -6.4% | 1.95% | −0.17 |
| IRM Iron Mountain Inc. | Reduce -14.4% | 2.36% | −0.17 |
| MSFT Microsoft Corp. | Reduce -9.1% | 4.55% | −0.15 |
| USB US Bancorp | Reduce -6.0% | 1.68% | −0.14 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.13 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -9.2% | 0.78% | −0.12 |
| GD General Dynamics Corp. | Reduce -9.0% | 1.84% | −0.12 |
| MUB iShares National Muni Bond E | Reduce -69.1% | 0.04% | −0.10 |
| ACN Accenture PLC Class A | Reduce -76.4% | 0.02% | −0.09 |
| ITW Illinois Tool Works | Reduce -72.3% | 0.02% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -18.7% | 0.26% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -13.3% | 0.44% | −0.05 |
| CVX Chevron Corp. | Reduce -2.5% | 2.32% | −0.05 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.05 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -6.7% | 2.09% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -43.5% | 0.06% | −0.04 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.04 |
| PM Philip Morris International | Sold out | 0.00% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.1% | 0.50% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -25.4% | 0.07% | −0.03 |
| MMM 3M Co. | Reduce -23.2% | 0.07% | −0.03 |
| AEP American Electric Power | Reduce -16.5% | 0.16% | −0.03 |
| INTC Intel Corp. | Reduce -15.1% | 0.07% | −0.03 |
| T AT&T Inc. | Reduce -17.4% | 0.13% | −0.03 |
| FWONK Liberty Media Corp. Class C | Sold out | 0.00% | −0.03 |
| WM Waste Management Inc. | Reduce -12.8% | 2.14% | −0.03 |
| DOV Dover Corp. | Reduce -9.7% | 1.97% | −0.02 |
| ADBE Adobe Inc. | Reduce -17.1% | 0.03% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -29.5% | 0.18% | −0.02 |
| HON Honeywell International Inc. | Reduce -0.8% | 0.16% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -11.6% | 0.18% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -7.9% | 0.17% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -11.1% | 0.06% | −0.01 |
| IRD Opus Genetics Inc. | Sold out | 0.00% | −0.00 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.12% | −0.00 |
| UNP Union Pacific Corp. | Reduce -5.1% | 0.04% | −0.00 |
| DE Deere & Co. | Reduce -1.1% | 0.08% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.5% | 0.13% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.0% | 0.25% | −0.00 |
| GIS General Mills Inc. | Reduce -0.2% | 0.04% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.7% | 0.11% | +0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| IVW iShares S&P 500 Growth ETF | Add +72.6% | 1.08% | +0.49 |
| SUB iShares Short-Term National | Add +21.1% | 2.17% | +0.27 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +7.3% | 4.44% | +0.25 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +10.5% | 3.18% | +0.15 |
| EFA iShares MSCI Eafe ETF | Add +35.4% | 0.49% | +0.13 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +47.0% | 0.29% | +0.11 |
| PFE Pfizer Inc. | Add +17.4% | 1.49% | +0.11 |
| NVDA Nvidia Corp. | Add +2.0% | 0.19% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.4% | 0.79% | +0.08 |
| KLAC KLA Corp. | Add +0.7% | 0.53% | +0.07 |
| EOG EOG Resources Inc. | Add +3.3% | 1.78% | +0.07 |
| GLW Corning Inc. | Add +1.2% | 1.64% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +65.7% | 0.14% | +0.06 |
| ESGV Vanguard ESG US Stock ETF | New | 0.03% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.03% | +0.03 |
| SUSA iShares ESG Optimized MSCI U | New | 0.03% | +0.03 |
| WFC Wells Fargo & Co. | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.03% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.2% | 0.57% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.2% | 0.09% | +0.01 |
| MRK Merck & Co. Inc. | Add +3.0% | 0.08% | +0.01 |
| LOW Lowe's Cos Inc. | Add +1.4% | 0.11% | +0.01 |
| WMT Walmart Inc. | Add +3.2% | 0.09% | +0.01 |
| CRDF Cardiff Oncology Inc. | Add +19.2% | 0.01% | +0.01 |
| XLK SS Technology Select Sector | Add +3.2% | 0.13% | +0.01 |
| MA Mastercard Inc. Class A | Add +1.1% | 0.05% | +0.00 |
| V Visa Inc. Class A | Add +0.0% | 0.20% | +0.00 |
| DOW Dow Inc. | Add +9.9% | 0.04% | +0.00 |
| LCTX Lineage Cell Therapeutics Inc. | Add +40.9% | 0.01% | +0.00 |
| TLPH Talphera Inc. | New | 0.00% | +0.00 |
| D Dominion Energy Inc. | Add +2.9% | 0.07% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.5% | 0.05% | +0.00 |
| BKNG Booking Holdings Inc. | Add +2.4% | 0.04% | −0.00 |
| UNH Unitedhealth Group Inc. | Add +1.1% | 0.03% | −0.00 |
| UPS United Parcel Service Class B | Add +10.5% | 1.47% | −0.01 |
| TXN Texas Instruments Inc. | Add +1.8% | 1.65% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +5.0% | 0.85% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +2.0% | 4.74% | −0.05 |
| DGX Quest Diagnostics Inc. | Add +4.0% | 1.51% | −0.07 |
| APD Air Products & Chemicals Inc. | Add +10.3% | 1.59% | −0.12 |
| UBSI United Bankshares Inc. | Add +0.2% | 3.10% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 130 | $852.7M | HUBB, IJR, GLW, AGG, AAPL |
| Q1 2026 | 121 | $780.8M | HUBB, IJR, AGG, AAPL, UBSI |
| Q4 2025 | 128 | $757.1M | HUBB, IJR, MSFT, AAPL, AGG |
| Q3 2025 | 128 | $839.1M | HUBB, EMXC, IJR, MSFT, AAPL |
| Q2 2025 | 138 | $835.3M | HUBB, EMXC, IJR, MSFT, AGG |
| Q1 2025 | 136 | $786.1M | HUBB, EMXC, IJR, AAPL, AGG |
| Q4 2024 | 134 | $838.9M | HUBB, IJR, AAPL, EMXC, MSFT |
| Q3 2024 | 142 | $859.3M | HUBB, IJR, EMXC, AAPL, MSFT |
| Q2 2024 | 142 | $805.9M | HUBB, EMXC, MSFT, IJR, AAPL |
| Q1 2024 | 148 | $837.8M | HUBB, IJR, MSFT, EMXC, AAPL |