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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $837.8M Q1 2024 Q2 2024: $805.9M Q2 2024 Q3 2024: $859.3M $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 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
IEFA iShares Core MSCI Eafe ETF 0.05% 5,356 $418K Reduce -1.1%
GIS General Mills Inc. 0.05% 5,600 $414K Add +9.8%
PANW Palo Alto Networks Inc. 0.05% 1,198 $409K Reduce -14.4%
PFF iShares Preferred & Income S 0.05% 12,313 $409K Add +32.2%
MA Mastercard Inc. Class A 0.05% 805 $398K Reduce -14.4%
APP AppLovin Corp. Class A 0.05% 3,000 $392K No change
AFL Aflac Inc. 0.04% 3,275 $366K No change
PJT PJT Partners Inc. Class A 0.04% 2,675 $357K No change
DVY iShares Select Dividend ETF 0.04% 2,499 $338K No change
NFLX Netflix Inc. 0.04% 470 $333K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 8,310 $330K Add +2.4%
UNH Unitedhealth Group Inc. 0.04% 536 $313K No change
FNB FNB Corp. 0.04% 21,900 $309K No change
BKNG Booking Holdings Inc. 0.04% 72 $303K Reduce -19.1%
ROK Rockwell Automation Inc. 0.03% 1,115 $299K No change
DOW Dow Inc. 0.03% 5,479 $299K Add +8.9%
XYL Xylem Inc. 0.03% 2,200 $297K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 2,490 $293K No change
IBB iShares Biotechnology ETF 0.03% 1,908 $278K No change
GPC Genuine Parts Co. 0.03% 1,879 $262K No change
CL Colgate-Palmolive Co. 0.03% 2,522 $262K New
PM Philip Morris International 0.03% 2,149 $261K No change
RTX RTX Corp. 0.03% 2,116 $256K Reduce -15.9%
NSC Norfolk Southern Corp. 0.03% 994 $247K No change
ITW Illinois Tool Works 0.03% 925 $242K New
QCOM Qualcomm Inc. 0.03% 1,411 $240K Add +18.2%
NKE Nike Inc. Class B 0.03% 2,656 $235K Reduce -27.4%
WFC Wells Fargo & Co. 0.03% 4,000 $226K No change
INTU Intuit Inc. 0.02% 344 $214K Reduce -13.3%
AMD Advanced Micro Devices 0.02% 1,285 $211K Reduce -13.7%
MS Morgan Stanley 0.02% 2,000 $208K New
ACN Accenture PLC Class A 0.02% 588 $208K New
IWB iShares Russell 1000 ETF 0.02% 650 $204K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 1,000 $201K New
TRVI Trevi Therapeutics Inc. 0.01% 31,200 $104K No change
CRDF Cardiff Oncology Inc. 0.01% 18,000 $48K No change
LCTX Lineage Cell Therapeutics Inc. 0.01% 52,000 $47K No change
AUTL Autolus Therapeutics PLC 0.00% 10,850 $39K Reduce -5.7%
BCAB Bioatla Inc. 0.00% 13,000 $23K No change
KZIA Kazia Therapeutics-Spon ADR 0.00% 44,000 $19K New
TLPH Talphera Inc. 0.00% 14,800 $13K No change
VOR Vor Biopharma Inc. 0.00% 15,300 $11K 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

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