United Bank
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 15, 2024), United Bank reported 142 stock positions worth $859.3 million. Its top holding was Hubbell (HUBB) at 14.3% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 5.1%) and iShares MSCI Emr MRK Ex Chna (EMXC, 4.9%). Compared with Q2 2024, it opened 8 new positions, sold out of 8, added to 37 and reduced 50. The biggest buy was a new position in iShares Core U.S. Aggregate (AGG) and the biggest sale iShares 1-5Y Inv Grade (IGSB, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- VIENNA, VA
- CIK
- 0001286478
- Portfolio Value
- $859.3M (Q3 2024)
- SEC Filing
- 0001286478-24-000009 ↗ filed Nov 15, 2024
Holdings Value
Holdings 142 stocks · $859.3M
| HUBB Hubbell Inc. | 14.30% | 286,822 | $122.9M | No change |
| IJR iShares Core S&P Small-Cap E | 5.14% | 377,456 | $44.1M | Add +3.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.92% | 692,196 | $42.3M | Add +4.0% |
| AAPL Apple Inc. | 4.53% | 167,042 | $38.9M | Add +0.4% |
| MSFT Microsoft Corp. | 4.38% | 87,465 | $37.6M | Reduce -0.6% |
| UBSI United Bankshares Inc. | 3.22% | 744,669 | $27.6M | Reduce -2.1% |
| AGG iShares Core U.S. Aggregate | 3.14% | 266,824 | $27.0M | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 3.02% | 218,463 | $26.0M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 2.49% | 101,617 | $21.4M | Reduce -1.2% |
| GLW Corning Inc. | 2.09% | 397,377 | $17.9M | Add +0.1% |
| PG The Procter & Gamble Co. | 2.04% | 101,239 | $17.5M | Reduce -0.1% |
| CVX Chevron Corp. | 2.03% | 118,719 | $17.5M | Reduce -0.2% |
| AMGN Amgen Inc. | 2.00% | 53,276 | $17.2M | Reduce -0.3% |
| MCD McDonald's Corp. | 1.97% | 55,705 | $17.0M | Add +0.9% |
| DOV Dover Corp. | 1.93% | 86,387 | $16.6M | Reduce -0.0% |
| WM Waste Management Inc. | 1.87% | 77,413 | $16.1M | Add +0.2% |
| CSCO Cisco Systems Inc. | 1.86% | 299,791 | $16.0M | Add +2.2% |
| ABT Abbott Laboratories | 1.83% | 137,860 | $15.7M | Add +0.7% |
| APD Air Products & Chemicals Inc. | 1.81% | 52,200 | $15.5M | Add +0.3% |
| TXN Texas Instruments Inc. | 1.80% | 75,080 | $15.5M | Add +1.4% |
| JNJ Johnson & Johnson | 1.78% | 94,415 | $15.3M | Reduce -0.2% |
| GD General Dynamics Corp. | 1.76% | 50,123 | $15.1M | Reduce -0.0% |
| CMI Cummins Inc. | 1.68% | 44,578 | $14.4M | Add +0.8% |
| BLK BlackRock Finance Inc. | 1.65% | 14,917 | $14.2M | Add +0.4% |
| USB US Bancorp | 1.63% | 305,357 | $14.0M | Add +1.4% |
| DGX Quest Diagnostics Inc. | 1.62% | 89,721 | $13.9M | Add +0.6% |
| EOG EOG Resources Inc. | 1.57% | 109,732 | $13.5M | Add +0.3% |
| PFE Pfizer Inc. | 1.57% | 465,119 | $13.5M | Add +3.1% |
| TGT Target Corp. | 1.40% | 77,344 | $12.1M | Add +2.6% |
| UPS United Parcel Service Class B | 1.34% | 84,233 | $11.5M | Add +4.2% |
| IVW iShares S&P 500 Growth ETF | 1.13% | 101,183 | $9.7M | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.96% | 70,089 | $8.2M | Reduce -1.7% |
| VNQ Vanguard Real Estate ETF | 0.93% | 82,290 | $8.0M | Add +0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 25,831 | $6.8M | Add +1.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.71% | 54,894 | $6.1M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 8,212 | $4.7M | Add +2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 19,319 | $4.6M | Reduce -7.3% |
| KLAC KLA Corp. | 0.53% | 5,851 | $4.5M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 16,000 | $4.5M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 24,121 | $4.2M | Add +7.0% |
| EFA iShares MSCI Eafe ETF | 0.47% | 48,182 | $4.0M | Reduce -2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 10,476 | $4.0M | No change |
| KO The Coca-Cola Co. | 0.45% | 54,165 | $3.9M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.44% | 20,444 | $3.8M | Reduce -0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.41% | 67,454 | $3.6M | Reduce -87.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.32% | 29,987 | $2.8M | Add +11.4% |
| NVDA Nvidia Corp. | 0.28% | 20,143 | $2.4M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 0.28% | 14,554 | $2.4M | Reduce -2.4% |
| TSLA Tesla Inc. | 0.24% | 7,819 | $2.0M | No change |
| META Meta Platforms Inc. Class A | 0.22% | 3,363 | $1.9M | Reduce -1.6% |
| HD Home Depot Inc. | 0.22% | 4,678 | $1.9M | Add +5.0% |
| LLY Eli Lilly & Co. | 0.21% | 2,007 | $1.8M | Reduce -2.3% |
| V Visa Inc. Class A | 0.20% | 6,395 | $1.8M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 0.20% | 16,062 | $1.7M | Add +424.6% |
| BIV Vanguard Intermediate-Term B | 0.20% | 22,249 | $1.7M | No change |
| ABBV Abbvie Inc. | 0.20% | 8,712 | $1.7M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 0.19% | 9,720 | $1.6M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 24,505 | $1.5M | Reduce -29.1% |
| VZ Verizon Communications Inc. | 0.18% | 33,963 | $1.5M | Reduce -1.4% |
| ORCL Oracle Corp. | 0.16% | 7,835 | $1.3M | No change |
| VXUS Vanguard Total Intl Stock | 0.15% | 20,495 | $1.3M | No change |
| HON Honeywell International Inc. | 0.15% | 6,394 | $1.3M | Reduce -3.1% |
| AEP American Electric Power | 0.15% | 12,509 | $1.3M | Reduce -17.5% |
| XLK SS Technology Select Sector | 0.14% | 5,313 | $1.2M | Add +3.0% |
| SO The Southern Co. | 0.14% | 13,250 | $1.2M | Reduce -3.3% |
| TFC Truist Financial Corp. | 0.13% | 27,000 | $1.2M | Add +2.4% |
| T AT&T Inc. | 0.13% | 52,233 | $1.1M | Reduce -14.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 4,230 | $1.1M | No change |
| DUK Duke Energy Corp. | 0.13% | 9,637 | $1.1M | Add +2.0% |
| IWF iShares Russell 1000 Growth | 0.12% | 2,739 | $1.0M | Reduce -6.5% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 19,298 | $998K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 11,325 | $998K | No change |
| LOW Lowe's Cos Inc. | 0.11% | 3,628 | $983K | No change |
| WMT Walmart Inc. | 0.11% | 11,844 | $956K | No change |
| PEP Pepsico Inc. | 0.11% | 5,599 | $952K | Add +1.7% |
| BSV Vanguard Short-Term Bond ETF | 0.10% | 11,034 | $868K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,803 | $830K | Reduce -46.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.10% | 1,944 | $823K | No change |
| NEE Nextera Energy Inc. | 0.09% | 8,846 | $748K | Add +7.6% |
| DE Deere & Co. | 0.08% | 1,660 | $693K | No change |
| ED Consolidated Edison Inc. | 0.08% | 6,650 | $692K | Add +13.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 1 | $691K | No change |
| MMM 3M Co. | 0.08% | 5,000 | $684K | Reduce -14.9% |
| RSG Republic Services Inc. | 0.08% | 3,323 | $667K | No change |
| CAT Caterpillar Inc. | 0.08% | 1,690 | $661K | Add +9.7% |
| D Dominion Energy Inc. | 0.08% | 11,354 | $656K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.07% | 2,347 | $618K | No change |
| IWM iShares Russell 2000 ETF | 0.07% | 2,786 | $615K | Reduce -0.2% |
| MO Altria Group Inc. | 0.07% | 11,558 | $590K | No change |
| MDY State Street SPDR S&P Midcap | 0.07% | 1,025 | $584K | Reduce -46.8% |
| IVV iShares Core S&P 500 ETF | 0.07% | 996 | $575K | No change |
| ALL Allstate Corp. | 0.07% | 3,000 | $569K | No change |
| CMCSA Comcast Corp. Class A | 0.06% | 13,179 | $550K | No change |
| ADP Automatic Data Processing | 0.06% | 1,983 | $549K | Reduce -26.1% |
| MRK Merck & Co. Inc. | 0.06% | 4,616 | $524K | No change |
| SUB iShares Short-Term National | 0.05% | 4,439 | $471K | Reduce -97.8% |
| COST Costco Wholesale Corp. | 0.05% | 526 | $466K | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 2,425 | $457K | Reduce -8.8% |
| YUM Yum! Brands Inc. | 0.05% | 3,200 | $447K | No change |
| GRMN Garmin Ltd. | 0.05% | 2,500 | $440K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -87.1% | 0.41% | −2.91 |
| SUB iShares Short-Term National | Reduce -97.8% | 0.05% | −2.53 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.38% | −0.50 |
| CVX Chevron Corp. | Reduce -0.2% | 2.03% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 2.49% | −0.09 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.4% | 1.13% | −0.08 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -3.5% | 0.71% | −0.07 |
| AMGN Amgen Inc. | Reduce -0.3% | 2.00% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -46.4% | 0.10% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -29.1% | 0.18% | −0.07 |
| KLAC KLA Corp. | Reduce -0.2% | 0.53% | −0.07 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 0.96% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -46.8% | 0.07% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 0.28% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 0.44% | −0.05 |
| GD General Dynamics Corp. | Reduce -0.0% | 1.76% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 2.04% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.19% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.3% | 0.53% | −0.03 |
| NVDA Nvidia Corp. | Reduce -1.6% | 0.28% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.03 |
| LIN Linde PLC | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -2.3% | 0.21% | −0.02 |
| HON Honeywell International Inc. | Reduce -3.1% | 0.15% | −0.02 |
| AEP American Electric Power | Reduce -17.5% | 0.15% | −0.02 |
| ADP Automatic Data Processing | Reduce -26.1% | 0.06% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -6.5% | 0.12% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -2.6% | 0.47% | −0.01 |
| T AT&T Inc. | Reduce -14.7% | 0.13% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -14.4% | 0.05% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -19.1% | 0.04% | −0.01 |
| INTU Intuit Inc. | Reduce -13.3% | 0.02% | −0.01 |
| DOV Dover Corp. | Reduce -0.0% | 1.93% | −0.01 |
| NKE Nike Inc. Class B | Reduce -27.4% | 0.03% | −0.01 |
| AMD Advanced Micro Devices | Reduce -13.7% | 0.02% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -14.4% | 0.05% | −0.01 |
| V Visa Inc. Class A | Reduce -0.1% | 0.20% | −0.00 |
| RTX RTX Corp. | Reduce -15.9% | 0.03% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.05% | −0.00 |
| AUTL Autolus Therapeutics PLC | Reduce -5.7% | 0.00% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.1% | 0.05% | −0.00 |
| PKTX Protokinetix Inc. | Sold out | 0.00% | −0.00 |
| GE General Electric | Reduce -8.8% | 0.05% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -1.4% | 0.18% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.2% | 0.07% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| AGG iShares Core U.S. Aggregate | New | 3.14% | +3.14 |
| IJR iShares Core S&P Small-Cap E | Add +3.9% | 5.14% | +0.33 |
| MCD McDonald's Corp. | Add +0.9% | 1.97% | +0.23 |
| BLK BlackRock Finance Inc. | Add +0.4% | 1.65% | +0.20 |
| AAPL Apple Inc. | Add +0.4% | 4.53% | +0.18 |
| GLW Corning Inc. | Add +0.1% | 2.09% | +0.17 |
| MUB iShares National Muni Bond E | Add +424.6% | 0.20% | +0.16 |
| CMI Cummins Inc. | Add +0.8% | 1.68% | +0.16 |
| APD Air Products & Chemicals Inc. | Add +0.3% | 1.81% | +0.14 |
| USB US Bancorp | Add +1.4% | 1.63% | +0.14 |
| CSCO Cisco Systems Inc. | Add +2.2% | 1.86% | +0.13 |
| DGX Quest Diagnostics Inc. | Add +0.6% | 1.62% | +0.11 |
| VNQ Vanguard Real Estate ETF | Add +0.4% | 0.93% | +0.08 |
| ABT Abbott Laboratories | Add +0.7% | 1.83% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.0% | 0.49% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +4.0% | 4.92% | +0.03 |
| CL Colgate-Palmolive Co. | New | 0.03% | +0.03 |
| HD Home Depot Inc. | Add +5.0% | 0.22% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.6% | 0.79% | +0.03 |
| ITW Illinois Tool Works | New | 0.03% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +11.4% | 0.32% | +0.03 |
| MS Morgan Stanley | New | 0.02% | +0.02 |
| ACN Accenture PLC Class A | New | 0.02% | +0.02 |
| IWB iShares Russell 1000 ETF | New | 0.02% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.02% | +0.02 |
| TGT Target Corp. | Add +2.6% | 1.40% | +0.02 |
| TXN Texas Instruments Inc. | Add +1.4% | 1.80% | +0.02 |
| ED Consolidated Edison Inc. | Add +13.7% | 0.08% | +0.02 |
| NEE Nextera Energy Inc. | Add +7.6% | 0.09% | +0.01 |
| CAT Caterpillar Inc. | Add +9.7% | 0.08% | +0.01 |
| DUK Duke Energy Corp. | Add +2.0% | 0.13% | +0.01 |
| PFF iShares Preferred & Income S | Add +32.2% | 0.05% | +0.01 |
| GIS General Mills Inc. | Add +9.8% | 0.05% | +0.01 |
| TFC Truist Financial Corp. | Add +2.4% | 0.13% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.3% | 0.55% | +0.01 |
| KZIA Kazia Therapeutics-Spon ADR | New | 0.00% | +0.00 |
| DOW Dow Inc. | Add +8.9% | 0.03% | +0.00 |
| PFE Pfizer Inc. | Add +3.1% | 1.57% | 0.00 |
| QCOM Qualcomm Inc. | Add +18.2% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Add +2.4% | 0.04% | −0.00 |
| PEP Pepsico Inc. | Add +1.7% | 0.11% | −0.00 |
| XLK SS Technology Select Sector | Add +3.0% | 0.14% | −0.01 |
| UPS United Parcel Service Class B | Add +4.2% | 1.34% | −0.04 |
| EOG EOG Resources Inc. | Add +0.3% | 1.57% | −0.14 |
| WM Waste Management Inc. | Add +0.2% | 1.87% | −0.17 |
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 |