United Bank

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 14, 2025), United Bank reported 134 stock positions worth $838.9 million. Its top holding was Hubbell (HUBB) at 14.3% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 5.3%) and Apple (AAPL, 4.7%). Compared with Q3 2024, it opened 4 new positions, sold out of 12, added to 27 and reduced 56. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +14%) and the biggest sale Iron Mountain (IRM, shares −2%).

Most Recent 13F
Q2 2026
Location
VIENNA, VA
CIK
0001286478
Portfolio Value
$838.9M (Q4 2024)
SEC Filing
0001286478-25-000004 ↗ filed May 14, 2025

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 Q3 2024 Q4 2024: $838.9M $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 134 stocks · $838.9M
HUBB Hubbell Inc. 14.32% 286,822 $120.1M No change
IJR iShares Core S&P Small-Cap E 5.33% 388,165 $44.7M Add +2.8%
AAPL Apple Inc. 4.67% 156,324 $39.1M Reduce -6.4%
EMXC iShares MSCI Emr MRK Ex Chna 4.65% 704,205 $39.0M Add +1.7%
MSFT Microsoft Corp. 4.22% 84,030 $35.4M Reduce -3.9%
AGG iShares Core U.S. Aggregate 3.51% 303,720 $29.4M Add +13.8%
UBSI United Bankshares Inc. 3.26% 728,573 $27.4M Reduce -2.2%
JPM JPMorgan Chase & Co. 2.89% 101,117 $24.2M Reduce -0.5%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.68% 214,088 $22.5M Reduce -2.0%
GLW Corning Inc. 2.24% 395,337 $18.8M Reduce -0.5%
CSCO Cisco Systems Inc. 2.13% 302,308 $17.9M Add +0.8%
CVX Chevron Corp. 2.08% 120,373 $17.4M Add +1.4%
PG The Procter & Gamble Co. 2.04% 102,121 $17.1M Add +0.9%
DOV Dover Corp. 1.95% 87,102 $16.3M Add +0.8%
MCD McDonald's Corp. 1.91% 55,406 $16.1M Reduce -0.5%
WM Waste Management Inc. 1.88% 78,062 $15.8M Add +0.8%
CMI Cummins Inc. 1.86% 44,875 $15.6M Add +0.7%
ABT Abbott Laboratories 1.85% 137,175 $15.5M Reduce -0.5%
BLK BlackRock Inc. 1.83% 14,950 $15.3M Add +0.2%
APD Air Products & Chemicals Inc. 1.80% 52,209 $15.1M Add +0.0%
USB US Bancorp 1.75% 307,397 $14.7M Add +0.7%
TXN Texas Instruments Inc. 1.71% 76,330 $14.3M Add +1.7%
AMGN Amgen Inc. 1.69% 54,269 $14.1M Add +1.9%
EOG EOG Resources Inc. 1.62% 111,092 $13.6M Add +1.2%
DGX Quest Diagnostics Inc. 1.62% 90,129 $13.6M Add +0.5%
GD General Dynamics Corp. 1.61% 51,117 $13.5M Add +2.0%
JNJ Johnson & Johnson 1.59% 92,312 $13.4M Reduce -2.2%
PFE Pfizer Inc. 1.47% 463,659 $12.3M Reduce -0.3%
IVW iShares S&P 500 Growth ETF 1.39% 115,183 $11.7M Add +13.8%
UPS United Parcel Service Class B 1.25% 83,378 $10.5M Reduce -1.0%
TGT Target Corp. 1.17% 72,561 $9.8M Reduce -6.2%
VNQ Vanguard Real Estate ETF 0.87% 82,366 $7.3M Add +0.1%
XOM Exxon Mobil Corp. 0.87% 67,633 $7.3M Reduce -3.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.79% 25,049 $6.6M Reduce -3.0%
SHV iShares 0-1 Year Treasury Bo 0.72% 55,217 $6.1M Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.60% 8,565 $5.0M Add +4.3%
VTI VG Morningstar TS MKT ETF-US 0.55% 16,000 $4.6M No change
VB Vanguard Most SM-Cap ETF-Usd 0.55% 19,209 $4.6M Reduce -0.6%
AMZN Amazon.com Inc. 0.52% 19,750 $4.3M Reduce -3.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.51% 10,476 $4.3M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.47% 23,354 $4.0M Reduce -3.2%
IGSB iShares 1-5Y Inv Grade Corp. 0.45% 72,338 $3.7M Add +7.2%
KO The Coca-Cola Co. 0.40% 53,227 $3.3M Reduce -1.7%
TSLA Tesla Inc. 0.38% 7,819 $3.2M No change
KLAC KLA Corp. 0.36% 4,790 $3.0M Reduce -18.1%
NVDA Nvidia Corp. 0.32% 20,068 $2.7M Reduce -0.4%
IJK iShares S&P Mid-Cap 400 Grow 0.31% 28,893 $2.6M Reduce -3.6%
MUB iShares National Muni Bond E 0.30% 23,583 $2.5M Add +46.8%
EFA iShares MSCI Eafe ETF 0.29% 31,787 $2.4M Reduce -34.0%
GOOGL Alphabet Inc. Class A 0.27% 12,054 $2.3M Reduce -17.2%
V Visa Inc. Class A 0.24% 6,395 $2.0M No change
META Meta Platforms Inc. Class A 0.23% 3,363 $2.0M No change
LLY Eli Lilly & Co. 0.21% 2,317 $1.8M Add +15.4%
BIV Vanguard Intermediate-Term B 0.20% 22,249 $1.7M No change
HD Home Depot Inc. 0.19% 4,034 $1.6M Reduce -13.8%
ABBV Abbvie Inc. 0.18% 8,336 $1.5M Reduce -4.3%
HON Honeywell International Inc. 0.17% 6,394 $1.4M No change
IJH iShares Core S&P Midcap ETF 0.17% 22,833 $1.4M Reduce -6.8%
GOOG Alphabet Inc. Class C 0.16% 7,220 $1.4M Reduce -25.7%
VZ Verizon Communications Inc. 0.15% 31,198 $1.2M Reduce -8.1%
XLK SS Technology Select Sector 0.15% 5,260 $1.2M Reduce -1.0%
VXUS Vanguard Total Intl Stock 0.14% 20,495 $1.2M No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.14% 4,230 $1.2M No change
TFC Truist Financial Corp. 0.14% 27,000 $1.2M No change
T AT&T Inc. 0.14% 51,028 $1.2M Reduce -2.3%
AEP American Electric Power 0.14% 12,509 $1.2M No change
IWF iShares Russell 1000 Growth 0.13% 2,739 $1.1M No change
SO The Southern Co. 0.13% 13,275 $1.1M Add +0.2%
BMY Bristol-Myers Squibb Co. 0.13% 19,098 $1.1M Reduce -1.0%
WMT Walmart Inc. 0.13% 11,844 $1.1M No change
DUK Duke Energy Corp. 0.12% 9,545 $1.0M Reduce -0.9%
APP AppLovin Corp. Class A 0.12% 3,000 $971K No change
LOW Lowe's Cos Inc. 0.11% 3,628 $895K No change
BSV Vanguard Short-Term Bond ETF 0.10% 11,034 $853K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 1,944 $827K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 1,783 $808K Reduce -1.1%
ORCL Oracle Corp. 0.09% 4,685 $781K Reduce -40.2%
PEP Pepsico Inc. 0.09% 5,066 $770K Reduce -9.5%
DE Deere & Co. 0.08% 1,660 $703K No change
BRK.A Berkshire Hathaway Inc. Class A 0.08% 1 $681K No change
RSG Republic Services Inc. 0.08% 3,323 $669K No change
MMM 3M Co. 0.08% 5,000 $645K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 2,347 $633K No change
CAT Caterpillar Inc. 0.07% 1,640 $595K Reduce -3.0%
IVV iShares Core S&P 500 ETF 0.07% 996 $586K No change
MDY State Street SPDR S&P Midcap 0.07% 1,025 $584K No change
ADP Automatic Data Processing 0.07% 1,983 $580K No change
ALL Allstate Corp. 0.07% 3,000 $578K No change
ED Consolidated Edison Inc. 0.07% 6,450 $576K Reduce -3.0%
NEE Nextera Energy Inc. 0.06% 7,457 $535K Reduce -15.7%
GRMN Garmin Ltd. 0.06% 2,500 $516K No change
CMCSA Comcast Corp. Class A 0.06% 13,179 $495K No change
MRK Merck & Co. Inc. 0.05% 4,595 $457K Reduce -0.5%
MO Altria Group Inc. 0.05% 8,433 $441K Reduce -27.0%
COST Costco Wholesale Corp. 0.05% 481 $441K Reduce -8.6%
PANW Palo Alto Networks Inc. 0.05% 2,396 $436K No change
YUM Yum! Brands Inc. 0.05% 3,200 $429K No change
PJT PJT Partners Inc. Class A 0.05% 2,675 $422K No change
MA Mastercard Inc. Class A 0.05% 800 $421K Reduce -0.6%
NFLX Netflix Inc. 0.05% 470 $419K No change
AVGO Broadcom Inc. 0.05% 1,770 $410K New
GE General Electric filed as GE AEROSPACE 0.05% 2,394 $399K Reduce -1.3%
PFF iShares Preferred & Income S 0.05% 12,563 $395K Add +2.0%
D Dominion Energy Inc. 0.04% 6,728 $362K Reduce -40.7%
BKNG Booking Holdings Inc. 0.04% 72 $358K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 8,118 $357K Reduce -2.3%
IBIT iShares Bitcoin Trust ETF 0.04% 6,693 $355K New
GIS General Mills Inc. 0.04% 5,500 $351K Reduce -1.8%
AFL Aflac Inc. 0.04% 3,252 $336K Reduce -0.7%
DVY iShares Select Dividend ETF 0.04% 2,399 $315K Reduce -4.0%
IWR iShares Russell Mid-Cap ETF 0.04% 3,537 $313K Reduce -68.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 2,490 $301K No change
IEFA iShares Core MSCI Eafe ETF 0.03% 4,110 $289K Reduce -23.3%
WFC Wells Fargo & Co. 0.03% 4,000 $281K No change
UNH Unitedhealth Group Inc. 0.03% 506 $256K Reduce -5.6%
XYL Xylem Inc. 0.03% 2,200 $255K No change
IBB iShares Biotechnology ETF 0.03% 1,908 $252K No change
MS Morgan Stanley 0.03% 2,000 $251K No change
RTX RTX Corp. 0.03% 2,116 $245K No change
NSC Norfolk Southern Corp. 0.03% 994 $233K No change
CL Colgate-Palmolive Co. 0.03% 2,400 $218K Reduce -4.8%
ITW Illinois Tool Works 0.03% 843 $214K Reduce -8.9%
DOW Dow Inc. 0.03% 5,240 $210K Reduce -4.4%
IWB iShares Russell 1000 ETF 0.03% 650 $209K No change
ASML ASML Holding NV-NY Reg SHS 0.02% 302 $209K New
INTU Intuit Inc. 0.02% 330 $207K Reduce -4.1%
ACN Accenture PLC Class A 0.02% 588 $207K No change
CINF Cincinnati Financial Corp. 0.02% 1,403 $202K New
TRVI Trevi Therapeutics Inc. 0.02% 31,200 $129K No change
CRDF Cardiff Oncology Inc. 0.01% 22,911 $99K Add +27.3%
AUTL Autolus Therapeutics PLC 0.00% 10,850 $25K No change
VOR Vor Biopharma Inc. 0.00% 15,300 $17K No change
TLPH Talphera Inc. 0.00% 14,800 $8K No change
LCTX Lineage Cell Therapeutics Inc. 0.00% 12,000 $6K Reduce -76.9%

Portfolio Sells Q3 2024 → Q4 2024
IRM Iron Mountain Inc. Reduce -2.0% 2.68% −0.34
TGT Target Corp. Reduce -6.2% 1.17% −0.23
JNJ Johnson & Johnson Reduce -2.2% 1.59% −0.19
EFA iShares MSCI Eafe ETF Reduce -34.0% 0.29% −0.18
KLAC KLA Corp. Reduce -18.1% 0.36% −0.17
MSFT Microsoft Corp. Reduce -3.9% 4.22% −0.16
PFE Pfizer Inc. Reduce -0.3% 1.47% −0.10
XOM Exxon Mobil Corp. Reduce -3.5% 0.87% −0.09
UPS United Parcel Service Class B Reduce -1.0% 1.25% −0.08
IWR iShares Russell Mid-Cap ETF Reduce -68.8% 0.04% −0.08
IWM iShares Russell 2000 ETF Sold out 0.00% −0.07
ORCL Oracle Corp. Reduce -40.2% 0.09% −0.06
MCD McDonald's Corp. Reduce -0.5% 1.91% −0.06
KO The Coca-Cola Co. Reduce -1.7% 0.40% −0.06
SUB iShares Short-Term National Sold out 0.00% −0.05
FNB FNB Corp. Sold out 0.00% −0.04
ROK Rockwell Automation Inc. Sold out 0.00% −0.03
HD Home Depot Inc. Reduce -13.8% 0.19% −0.03
D Dominion Energy Inc. Reduce -40.7% 0.04% −0.03
GPC Genuine Parts Co. Sold out 0.00% −0.03
PM Philip Morris International Sold out 0.00% −0.03
VZ Verizon Communications Inc. Reduce -8.1% 0.15% −0.03
QCOM Qualcomm Inc. Sold out 0.00% −0.03
NKE Nike Inc. Class B Sold out 0.00% −0.03
GOOG Alphabet Inc. Class C Reduce -25.7% 0.16% −0.03
AMD Advanced Micro Devices Sold out 0.00% −0.02
ABBV Abbvie Inc. Reduce -4.3% 0.18% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.02
NEE Nextera Energy Inc. Reduce -15.7% 0.06% −0.02
PEP Pepsico Inc. Reduce -9.5% 0.09% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -3.2% 0.47% −0.02
MO Altria Group Inc. Reduce -27.0% 0.05% −0.02
IEFA iShares Core MSCI Eafe ETF Reduce -23.3% 0.03% −0.01
ED Consolidated Edison Inc. Reduce -3.0% 0.07% −0.01
DOW Dow Inc. Reduce -4.4% 0.03% −0.01
GOOGL Alphabet Inc. Class A Reduce -17.2% 0.27% −0.01
IJH iShares Core S&P Midcap ETF Reduce -6.8% 0.17% −0.01
IJK iShares S&P Mid-Cap 400 Grow Reduce -3.6% 0.31% −0.01
DUK Duke Energy Corp. Reduce -0.9% 0.12% −0.01
MRK Merck & Co. Inc. Reduce -0.5% 0.05% −0.01
GIS General Mills Inc. Reduce -1.8% 0.04% −0.01
CAT Caterpillar Inc. Reduce -3.0% 0.07% −0.01
UNH Unitedhealth Group Inc. Reduce -5.6% 0.03% −0.01
GE General Electric Reduce -1.3% 0.05% −0.01
LCTX Lineage Cell Therapeutics Inc. Reduce -76.9% 0.00% −0.00
CL Colgate-Palmolive Co. Reduce -4.8% 0.03% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.0% 0.79% −0.00
BCAB Bioatla Inc. Sold out 0.00% −0.00
ITW Illinois Tool Works Reduce -8.9% 0.03% −0.00
AFL Aflac Inc. Reduce -0.7% 0.04% −0.00

Portfolio Buys Q3 2024 → Q4 2024
AGG iShares Core U.S. Aggregate Add +13.8% 3.51% +0.36
CSCO Cisco Systems Inc. Add +0.8% 2.13% +0.28
IVW iShares S&P 500 Growth ETF Add +13.8% 1.39% +0.27
IJR iShares Core S&P Small-Cap E Add +2.8% 5.33% +0.19
CMI Cummins Inc. Add +0.7% 1.86% +0.18
BLK BlackRock Inc. Add +0.2% 1.83% +0.18
USB US Bancorp Add +0.7% 1.75% +0.13
MUB iShares National Muni Bond E Add +46.8% 0.30% +0.10
EOG EOG Resources Inc. Add +1.2% 1.62% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +4.3% 0.60% +0.05
AVGO Broadcom Inc. New 0.05% +0.05
CVX Chevron Corp. Add +1.4% 2.08% +0.04
IBIT iShares Bitcoin Trust ETF New 0.04% +0.04
IGSB iShares 1-5Y Inv Grade Corp. Add +7.2% 0.45% +0.03
ASML ASML Holding NV-NY Reg SHS New 0.02% +0.02
CINF Cincinnati Financial Corp. New 0.02% +0.02
DOV Dover Corp. Add +0.8% 1.95% +0.02
SHV iShares 0-1 Year Treasury Bo Add +0.6% 0.72% +0.02
WM Waste Management Inc. Add +0.8% 1.88% +0.01
CRDF Cardiff Oncology Inc. Add +27.3% 0.01% +0.01
LLY Eli Lilly & Co. Add +15.4% 0.21% +0.01
PG The Procter & Gamble Co. Add +0.9% 2.04% +0.00
DGX Quest Diagnostics Inc. Add +0.5% 1.62% −0.00
PFF iShares Preferred & Income S Add +2.0% 0.05% −0.00
APD Air Products & Chemicals Inc. Add +0.0% 1.80% −0.00
SO The Southern Co. Add +0.2% 0.13% −0.01
VNQ Vanguard Real Estate ETF Add +0.1% 0.87% −0.06
TXN Texas Instruments Inc. Add +1.7% 1.71% −0.10
GD General Dynamics Corp. Add +2.0% 1.61% −0.16
EMXC iShares MSCI Emr MRK Ex Chna Add +1.7% 4.65% −0.27
AMGN Amgen Inc. Add +1.9% 1.69% −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