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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $837.8M $837.8M Q1 2024 Q2 2024: $805.9M Q2 2024 Q3 2024: $859.3M Q3 2024 Q4 2024: $838.9M Q4 2024 Q1 2025: $786.1M Q1 2025 Q2 2025: $835.3M Q2 2025 Q3 2025: $839.1M Q3 2025 Q4 2025: $757.1M Q4 2025 Q1 2026: $780.8M Q1 2026 Q2 2026: $852.7M Q2 2026

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%
GRMN Garmin Ltd. 0.04% 2,500 $372K No change
PANW Palo Alto Networks Inc. 0.04% 1,300 $369K No change
GIS General Mills Inc. 0.04% 5,100 $357K Reduce -0.2%
NKE Nike Inc. Class B 0.04% 3,656 $344K No change
NFLX Netflix Inc. 0.04% 543 $330K No change
MUB iShares National Muni Bond E 0.04% 3,062 $329K Reduce -69.1%
ROK Rockwell Automation Inc. 0.04% 1,115 $325K No change
DOW Dow Inc. 0.04% 5,529 $320K Add +9.9%
UNP Union Pacific Corp. 0.04% 1,284 $316K Reduce -5.1%
BKNG Booking Holdings Inc. 0.04% 87 $316K Add +2.4%
FNB FNB Corp. 0.04% 21,900 $309K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 8,026 $304K No change
IBB iShares Biotechnology ETF 0.04% 2,208 $303K No change
PFF iShares Preferred & Income S 0.04% 9,313 $300K No change
DVY iShares Select Dividend ETF 0.04% 2,399 $296K No change
GPC Genuine Parts Co. 0.03% 1,879 $291K No change
XYL Xylem Inc. 0.03% 2,200 $284K No change
AFL Aflac Inc. 0.03% 3,275 $281K No change
ADBE Adobe Inc. 0.03% 533 $269K Reduce -17.1%
UNH Unitedhealth Group Inc. 0.03% 543 $269K Add +1.1%
ESGV Vanguard ESG US Stock ETF 0.03% 2,720 $253K New
NSC Norfolk Southern Corp. 0.03% 994 $253K No change
QCOM Qualcomm Inc. 0.03% 1,495 $253K Reduce -2.5%
PJT PJT Partners Inc. Class A 0.03% 2,675 $252K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 2,450 $248K No change
VCSH Vanguard S/T Corp. Bond ETF 0.03% 3,195 $247K New
RTX RTX Corp. 0.03% 2,516 $245K Reduce -3.0%
ZBH Zimmer Biomet Holdings Inc. 0.03% 1,838 $243K No change
SUSA iShares ESG Optimized MSCI U 0.03% 2,165 $236K New
LIN Linde PLC 0.03% 507 $235K No change
EPAM Epam Systems Inc. 0.03% 840 $232K No change
WFC Wells Fargo & Co. 0.03% 4,000 $232K New
VIG Vanguard Dividend Apprec ETF 0.03% 1,262 $230K No change
QQQ Invesco QQQ Trust Series 1 0.03% 515 $229K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 1,168 $224K New
MS Morgan Stanley 0.03% 2,242 $211K No change
AMD Advanced Micro Devices 0.02% 1,152 $208K New
ITW Illinois Tool Works 0.02% 765 $205K Reduce -72.3%
ACN Accenture PLC Class A 0.02% 588 $204K Reduce -76.4%
TRVI Trevi Therapeutics Inc. 0.01% 28,450 $98K No change
CRDF Cardiff Oncology Inc. 0.01% 15,500 $83K Add +19.2%
AUTL Autolus Therapeutics PLC 0.01% 11,500 $73K No change
LCTX Lineage Cell Therapeutics Inc. 0.01% 42,000 $62K Add +40.9%
VOR Vor Biopharma Inc. 0.00% 10,900 $26K No change
VIRX Viracta Therapeutics Inc. 0.00% 25,200 $26K No change
TLPH Talphera Inc. 0.00% 14,800 $15K New
AREC American Resources Corp. 0.00% 10,000 $14K No change
PKTX Protokinetix Inc. 0.00% 50,600 $1K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 130$852.7MHUBB, IJR, GLW, AGG, AAPL
Q1 2026 121$780.8MHUBB, IJR, AGG, AAPL, UBSI
Q4 2025 128$757.1MHUBB, IJR, MSFT, AAPL, AGG
Q3 2025 128$839.1MHUBB, EMXC, IJR, MSFT, AAPL
Q2 2025 138$835.3MHUBB, EMXC, IJR, MSFT, AGG
Q1 2025 136$786.1MHUBB, EMXC, IJR, AAPL, AGG
Q4 2024 134$838.9MHUBB, IJR, AAPL, EMXC, MSFT
Q3 2024 142$859.3MHUBB, IJR, EMXC, AAPL, MSFT
Q2 2024 142$805.9MHUBB, EMXC, MSFT, IJR, AAPL
Q1 2024 148$837.8MHUBB, IJR, MSFT, EMXC, AAPL