United Bank
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), United Bank reported 103 stock positions worth $216.8 million. Its top holding was NT HY Val-SCRD BD ETF (HYGV) at 5.9% of the portfolio, followed by Apple (AAPL, 4.7%) and Microsoft (MSFT, 3.6%). Compared with Q2 2024, it opened 10 new positions, sold out of 1, added to 44 and reduced 40. The biggest buy was Coca-Cola (KO, shares +65%) and the biggest sale Nvidia (NVDA, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- Zebulon, GA
- CIK
- 0001697791
- Portfolio Value
- $216.8M (Q3 2024)
- SEC Filing
- 0001420506-24-002192 ↗ filed Nov 1, 2024
Holdings Value
Holdings 103 stocks · $216.8M
| HYGV NT HY Val-SCRD BD ETF | 5.86% | 304,947 | $12.7M | Add +6.1% |
| AAPL Apple Inc. | 4.69% | 43,664 | $10.2M | Reduce -0.8% |
| MSFT Microsoft Corp. | 3.65% | 18,378 | $7.9M | Add +4.1% |
| NFRA NT GLBL BRD Infra ETF | 3.52% | 128,295 | $7.6M | Add +10.0% |
| NVDA Nvidia Corp. | 3.47% | 61,972 | $7.5M | Reduce -19.3% |
| XLK SS Technology Select Sector | 3.10% | 29,760 | $6.7M | Reduce -12.9% |
| GOOGL Alphabet Inc. Class A | 3.07% | 40,177 | $6.7M | Reduce -7.2% |
| GUNR NT Mstar GLBL NR ETF | 2.86% | 150,287 | $6.2M | Reduce -6.8% |
| KO The Coca-Cola Co. | 2.68% | 80,888 | $5.8M | Add +65.4% |
| JPM JPMorgan Chase & Co. | 2.47% | 25,354 | $5.3M | Add +2.5% |
| COST Costco Wholesale Corp. | 2.44% | 5,962 | $5.3M | Add +7.5% |
| SCHD Schwab US DVD Equity ETF | 2.38% | 61,030 | $5.2M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 2.36% | 27,465 | $5.1M | Reduce -4.3% |
| SO The Southern Co. | 2.15% | 51,624 | $4.7M | Reduce -8.6% |
| VNQ Vanguard Real Estate ETF | 2.13% | 47,305 | $4.6M | Add +22.4% |
| IVW iShares S&P 500 Growth ETF | 2.08% | 47,128 | $4.5M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 1.98% | 68,783 | $4.3M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.67% | 20,736 | $3.6M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 1.56% | 28,852 | $3.4M | Add +2.3% |
| LLY Eli Lilly & Co. | 1.49% | 3,635 | $3.2M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.47% | 5,569 | $3.2M | Add +22.2% |
| XLE SS Energy Select Sector | 1.46% | 36,040 | $3.2M | Reduce -0.0% |
| TFC Truist Financial Corp. | 1.44% | 72,940 | $3.1M | Reduce -1.2% |
| ABT Abbott Laboratories | 1.43% | 27,284 | $3.1M | Add +1.8% |
| MA Mastercard Inc. Class A | 1.41% | 6,195 | $3.1M | Reduce -2.1% |
| QLV NT US Qual Lowvol ETF | 1.29% | 41,953 | $2.8M | Reduce -3.6% |
| LOW Lowe's Cos Inc. | 1.26% | 10,099 | $2.7M | Add +1.4% |
| PANW Palo Alto Networks Inc. | 1.08% | 6,835 | $2.3M | Add +1.3% |
| PG The Procter & Gamble Co. | 1.07% | 13,367 | $2.3M | Add +1.7% |
| XLI SS Industrial Select Sector | 1.04% | 16,707 | $2.3M | Reduce -7.8% |
| NSC Norfolk Southern Corp. | 1.02% | 8,875 | $2.2M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.99% | 4,662 | $2.1M | Add +0.9% |
| CMG Chipotle Mexican Grill Inc. | 0.98% | 36,851 | $2.1M | Add +13.7% |
| XOM Exxon Mobil Corp. | 0.97% | 17,920 | $2.1M | Add +3.7% |
| CRM Salesforce Inc. | 0.92% | 7,303 | $2.0M | Add +1.1% |
| MCD McDonald's Corp. | 0.91% | 6,446 | $2.0M | Add +3.5% |
| ORCL Oracle Corp. | 0.90% | 11,430 | $1.9M | Add +4.8% |
| ICE Intercontinental Exchange Inc. | 0.88% | 11,844 | $1.9M | Reduce -3.5% |
| HD Home Depot Inc. | 0.83% | 4,458 | $1.8M | Add +4.2% |
| GD General Dynamics Corp. | 0.81% | 5,776 | $1.7M | Add +4.0% |
| HON Honeywell International Inc. | 0.78% | 8,183 | $1.7M | Add +2.8% |
| MDLZ Mondelez International Inc. Class A | 0.77% | 22,649 | $1.7M | Add +12.7% |
| CMCSA Comcast Corp. Class A | 0.73% | 37,649 | $1.6M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.70% | 12,949 | $1.5M | Reduce -0.3% |
| DE Deere & Co. | 0.70% | 3,620 | $1.5M | Reduce -9.9% |
| CSCO Cisco Systems Inc. | 0.70% | 28,319 | $1.5M | Reduce -3.7% |
| BX Blackstone Inc. | 0.67% | 9,532 | $1.5M | Reduce -5.9% |
| MRSH Marsh & McLennan Cos | 0.65% | 6,298 | $1.4M | Add +0.5% |
| ADI Analog Devices Inc. | 0.64% | 6,056 | $1.4M | Add +4.7% |
| ADBE Adobe Inc. | 0.62% | 2,596 | $1.3M | Add +19.7% |
| NKE Nike Inc. Class B | 0.59% | 14,526 | $1.3M | Reduce -7.7% |
| COR Cencora Inc. | 0.58% | 5,601 | $1.3M | Add +4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.57% | 5,628 | $1.2M | Add +53.3% |
| CVX Chevron Corp. | 0.55% | 8,095 | $1.2M | Add +8.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 12,145 | $1.2M | Add +6.2% |
| AMT American Tower Corp. | 0.52% | 4,832 | $1.1M | Reduce -2.0% |
| BLK BlackRock Finance Inc. | 0.49% | 1,121 | $1.1M | Add +1.1% |
| GSK GSK PLC-Spon ADR | 0.49% | 25,785 | $1.1M | Add +7.3% |
| PFE Pfizer Inc. | 0.48% | 35,599 | $1.0M | Add +3.7% |
| CDW CDW Corp. | 0.46% | 4,421 | $1.0M | Reduce -11.9% |
| DD Dupont DE Nemours Inc. | 0.45% | 11,015 | $982K | Add +2.7% |
| ZBH Zimmer Biomet Holdings Inc. | 0.44% | 8,837 | $954K | Reduce -0.2% |
| T AT&T Inc. | 0.43% | 42,636 | $938K | Reduce -16.6% |
| NEE Nextera Energy Inc. | 0.42% | 10,720 | $906K | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 0.41% | 17,322 | $896K | Add +2.7% |
| SDY SS SPDR S&P Dividend ETF | 0.40% | 6,038 | $858K | Reduce -2.9% |
| BDX Becton Dickinson and Co. | 0.38% | 3,409 | $822K | Reduce -1.4% |
| MCHP Microchip Technology Inc. | 0.37% | 9,871 | $793K | Add +21.0% |
| FCX Freeport-McMoran Inc. | 0.35% | 15,287 | $763K | Reduce -8.1% |
| SCHW Schwab (charles) Corp. | 0.34% | 11,352 | $736K | Add +13.0% |
| BIIB Biogen Inc. | 0.33% | 3,636 | $705K | Reduce -3.4% |
| PYPL PayPal Holdings Inc. | 0.32% | 8,941 | $698K | Add +9.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 1,403 | $685K | No change |
| GNR State Street SPDR S&P Global | 0.31% | 11,625 | $670K | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 0.29% | 1,079 | $622K | Add +22.2% |
| FDX FedEx Corp. | 0.28% | 2,247 | $615K | New |
| JNJ Johnson & Johnson | 0.28% | 3,788 | $614K | Add +5.6% |
| GLD SPDR Gold Shares | 0.27% | 2,441 | $593K | No change |
| WMT Walmart Inc. | 0.26% | 7,083 | $572K | Reduce -1.4% |
| DUK Duke Energy Corp. | 0.25% | 4,764 | $549K | Add +2.7% |
| AMD Advanced Micro Devices | 0.24% | 3,147 | $516K | New |
| NOW ServiceNow Inc. | 0.22% | 537 | $480K | New |
| GPN Global Payments Inc. | 0.21% | 4,459 | $457K | Reduce -13.1% |
| PNC PNC Financial Services Group | 0.20% | 2,343 | $433K | Reduce -4.8% |
| V Visa Inc. Class A | 0.19% | 1,463 | $402K | Reduce -0.7% |
| FDL First Trust Morn DVD Lead Inc. | 0.17% | 8,955 | $376K | Reduce -7.8% |
| IDXX Idexx Laboratories Inc. | 0.16% | 700 | $354K | No change |
| KLAC KLA Corp. | 0.16% | 438 | $339K | New |
| AGG iShares Core U.S. Aggregate | 0.15% | 3,268 | $331K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 528 | $303K | Reduce -1.7% |
| XLC SS Comm Select Sector SPDR | 0.14% | 3,253 | $294K | Reduce -18.0% |
| PEP Pepsico Inc. | 0.13% | 1,694 | $288K | No change |
| TSLA Tesla Inc. | 0.13% | 1,097 | $287K | New |
| AFL Aflac Inc. | 0.13% | 2,497 | $279K | No change |
| ETN Eaton Corp. PLC | 0.12% | 777 | $258K | New |
| DAL Delta Air Lines Inc. | 0.11% | 4,852 | $246K | No change |
| ED Consolidated Edison Inc. | 0.10% | 2,184 | $227K | New |
| ABBV Abbvie Inc. | 0.10% | 1,099 | $217K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 1,766 | $211K | Reduce -4.3% |
| ALL Allstate Corp. | 0.10% | 1,101 | $209K | New |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -19.3% | 3.47% | −1.26 |
| GOOGL Alphabet Inc. Class A | Reduce -7.2% | 3.07% | −0.86 |
| XLK SS Technology Select Sector | Reduce -12.9% | 3.10% | −0.76 |
| AMZN Amazon.com Inc. | Reduce -4.3% | 2.36% | −0.41 |
| GUNR NT Mstar GLBL NR ETF | Reduce -6.8% | 2.86% | −0.37 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.21 |
| XLE SS Energy Select Sector | Reduce -0.0% | 1.46% | −0.18 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 1.49% | −0.17 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.8% | 2.08% | −0.11 |
| BIIB Biogen Inc. | Reduce -3.4% | 0.33% | −0.11 |
| CDW CDW Corp. | Reduce -11.9% | 0.46% | −0.10 |
| QLV NT US Qual Lowvol ETF | Reduce -3.6% | 1.29% | −0.07 |
| XLI SS Industrial Select Sector | Reduce -7.8% | 1.04% | −0.06 |
| T AT&T Inc. | Reduce -16.6% | 0.43% | −0.05 |
| DE Deere & Co. | Reduce -9.9% | 0.70% | −0.05 |
| FCX Freeport-McMoran Inc. | Reduce -8.1% | 0.35% | −0.05 |
| SO The Southern Co. | Reduce -8.6% | 2.15% | −0.04 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -0.2% | 0.44% | −0.04 |
| GPN Global Payments Inc. | Reduce -13.1% | 0.21% | −0.04 |
| XLC SS Comm Select Sector SPDR | Reduce -18.0% | 0.14% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -1.4% | 0.38% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -1.6% | 0.73% | −0.02 |
| GNR State Street SPDR S&P Global | Reduce -2.2% | 0.31% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.3% | 2.38% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.3% | 1.67% | −0.01 |
| TJX TJX Companies Inc. | Reduce -0.3% | 0.70% | −0.01 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -7.8% | 0.17% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -4.3% | 0.10% | −0.01 |
| V Visa Inc. Class A | Reduce -0.7% | 0.19% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 0.14% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -3.7% | 0.70% | −0.00 |
| NKE Nike Inc. Class B | Reduce -7.7% | 0.59% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.9% | 0.40% | +0.00 |
| TFC Truist Financial Corp. | Reduce -1.2% | 1.44% | +0.01 |
| PNC PNC Financial Services Group | Reduce -4.8% | 0.20% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -2.1% | 1.41% | +0.02 |
| WMT Walmart Inc. | Reduce -1.4% | 0.26% | +0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -3.5% | 0.88% | +0.04 |
| AMT American Tower Corp. | Reduce -2.0% | 0.52% | +0.04 |
| BX Blackstone Inc. | Reduce -5.9% | 0.67% | +0.05 |
| AAPL Apple Inc. | Reduce -0.8% | 4.69% | +0.06 |
Portfolio Buys Q2 2024 → Q3 2024
| KO The Coca-Cola Co. | Add +65.4% | 2.68% | +1.13 |
| VNQ Vanguard Real Estate ETF | Add +22.4% | 2.13% | +0.51 |
| NFRA NT GLBL BRD Infra ETF | Add +10.0% | 3.52% | +0.42 |
| META Meta Platforms Inc. Class A | Add +22.2% | 1.47% | +0.32 |
| FDX FedEx Corp. | New | 0.28% | +0.28 |
| IBM Intl Business Machines Corp. | Add +53.3% | 0.57% | +0.26 |
| AMD Advanced Micro Devices | New | 0.24% | +0.24 |
| NOW ServiceNow Inc. | New | 0.22% | +0.22 |
| LOW Lowe's Cos Inc. | Add +1.4% | 1.26% | +0.17 |
| KLAC KLA Corp. | New | 0.16% | +0.16 |
| TSLA Tesla Inc. | New | 0.13% | +0.13 |
| ORCL Oracle Corp. | Add +4.8% | 0.90% | +0.13 |
| ETN Eaton Corp. PLC | New | 0.12% | +0.12 |
| MCD McDonald's Corp. | Add +3.5% | 0.91% | +0.11 |
| MDLZ Mondelez International Inc. Class A | Add +12.7% | 0.77% | +0.11 |
| ED Consolidated Edison Inc. | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | New | 0.10% | +0.10 |
| HD Home Depot Inc. | Add +4.2% | 0.83% | +0.10 |
| ALL Allstate Corp. | New | 0.10% | +0.10 |
| NSC Norfolk Southern Corp. | Add +2.4% | 1.02% | +0.09 |
| PYPL PayPal Holdings Inc. | Add +9.8% | 0.32% | +0.09 |
| COST Costco Wholesale Corp. | Add +7.5% | 2.44% | +0.09 |
| SNAP Snap Inc. Class A | New | 0.08% | +0.08 |
| HYGV NT HY Val-SCRD BD ETF | Add +6.1% | 5.86% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +2.7% | 0.41% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +2.3% | 1.56% | +0.06 |
| BLK BlackRock Finance Inc. | Add +1.1% | 0.49% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 0.99% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +22.2% | 0.29% | +0.05 |
| ABT Abbott Laboratories | Add +1.8% | 1.43% | +0.05 |
| NEE Nextera Energy Inc. | Add +0.4% | 0.42% | +0.04 |
| GSK GSK PLC-Spon ADR | Add +7.3% | 0.49% | +0.02 |
| DD Dupont DE Nemours Inc. | Add +2.7% | 0.45% | +0.02 |
| JNJ Johnson & Johnson | Add +5.6% | 0.28% | +0.02 |
| DUK Duke Energy Corp. | Add +2.7% | 0.25% | +0.02 |
| ADBE Adobe Inc. | Add +19.7% | 0.62% | +0.02 |
| GD General Dynamics Corp. | Add +4.0% | 0.81% | +0.00 |
| PFE Pfizer Inc. | Add +3.7% | 0.48% | −0.00 |
| CRM Salesforce Inc. | Add +1.1% | 0.92% | −0.01 |
| MCHP Microchip Technology Inc. | Add +21.0% | 0.37% | −0.01 |
| MRSH Marsh & McLennan Cos | Add +0.5% | 0.65% | −0.01 |
| PG The Procter & Gamble Co. | Add +1.7% | 1.07% | −0.01 |
| ADI Analog Devices Inc. | Add +4.7% | 0.64% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 1.98% | −0.02 |
| COR Cencora Inc. | Add +4.2% | 0.58% | −0.02 |
| XOM Exxon Mobil Corp. | Add +3.7% | 0.97% | −0.02 |
| DIS The Walt Disney Co. | Add +6.2% | 0.54% | −0.03 |
| SCHW Schwab (charles) Corp. | Add +13.0% | 0.34% | −0.03 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 2.47% | −0.03 |
| CVX Chevron Corp. | Add +8.4% | 0.55% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 122 | $328.9M | XLK, GOOGL, AAPL, NVDA, NFRA |
| Q1 2026 | 124 | $300.6M | GOOGL, AAPL, NFRA, GUNR, NVDA |
| Q4 2025 | 124 | $294.9M | GOOGL, AAPL, NVDA, XLK, MSFT |
| Q3 2025 | 119 | $287.8M | NVDA, AAPL, GOOGL, XLK, MSFT |
| Q2 2025 | 116 | $261.3M | NVDA, MSFT, HYGV, AAPL, XLK |
| Q1 2025 | 113 | $242.0M | HYGV, AAPL, NFRA, MSFT, NVDA |
| Q4 2024 | 108 | $236.7M | HYGV, AAPL, NVDA, MSFT, GOOGL |
| Q3 2024 | 103 | $216.8M | HYGV, AAPL, MSFT, NFRA, NVDA |
| Q2 2024 | 94 | $200.4M | HYGV, NVDA, AAPL, GOOGL, MSFT |
| Q1 2024 | 95 | $196.7M | HYGV, GUNR, AAPL, NVDA, MSFT |