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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $196.7M Q1 2024 Q2 2024: $200.4M Q2 2024 Q3 2024: $216.8M $216.8M Q3 2024 Q4 2024: $236.7M Q4 2024 Q1 2025: $242.0M Q1 2025 Q2 2025: $261.3M Q2 2025 Q3 2025: $287.8M Q3 2025 Q4 2025: $294.9M Q4 2025 Q1 2026: $300.6M Q1 2026 Q2 2026: $328.9M Q2 2026

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
SNAP Snap Inc. Class A 0.08% 16,571 $177K New
PMM Franklin Managed Municipal I 0.04% 14,400 $94K No change
SENS Senseonics Holdings Inc. 0.00% 24,000 $8K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 122$328.9MXLK, GOOGL, AAPL, NVDA, NFRA
Q1 2026 124$300.6MGOOGL, AAPL, NFRA, GUNR, NVDA
Q4 2025 124$294.9MGOOGL, AAPL, NVDA, XLK, MSFT
Q3 2025 119$287.8MNVDA, AAPL, GOOGL, XLK, MSFT
Q2 2025 116$261.3MNVDA, MSFT, HYGV, AAPL, XLK
Q1 2025 113$242.0MHYGV, AAPL, NFRA, MSFT, NVDA
Q4 2024 108$236.7MHYGV, AAPL, NVDA, MSFT, GOOGL
Q3 2024 103$216.8MHYGV, AAPL, MSFT, NFRA, NVDA
Q2 2024 94$200.4MHYGV, NVDA, AAPL, GOOGL, MSFT
Q1 2024 95$196.7MHYGV, GUNR, AAPL, NVDA, MSFT