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Disclosery

13F-HR filed by United Bank

United Bank filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-12, with 86 holding rows worth $170,702,031.

Accession
0001420506-23-001006
Filer
CIK 1697791
Filed
2023-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 86 entries on the cover page, a total value of $170,702,031 stated on the cover page (in dollars after the unit check, H1), rows summing to $170,702,031 with VALUE read as dollars as filed, 13F file number 028-17690. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
FLEXSHARES TR33939L662HIG YLD VL ETF252,782$10,295,811dollars as filed
FLEXSHARES TR33939L407MORNSTAR UPSTR213,018$9,008,531dollars as filed
Apple Inc037833100COM45,830$7,557,367dollars as filed
FLEXSHARES TR33939L795STOXX GLOBR INF110,929$5,762,762dollars as filed
Microsoft Corp594918104COM19,602$5,651,257dollars as filed
Vanguard Real Estate922908553SHS59,751$4,961,723dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS32,740$4,944,067dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM47,038$4,879,252dollars as filed
Coca-Cola Company191216100COM67,018$4,157,127dollars as filed
SPDR S&P Dividend ETF78464A763SHS31,593$3,908,370dollars as filed
JPMorgan Chase & Co46625H100COM28,279$3,685,036dollars as filed
SCHD808524797COM49,229$3,601,594dollars as filed
iShares S&P 500 Growth ETF464287309SHS55,230$3,528,645dollars as filed
IJH464287507COM13,972$3,495,236dollars as filed
Amazon.com, Inc023135106COM32,848$3,392,870dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS39,475$3,269,714dollars as filed
Vanguard Value ETF922908744SHS22,753$3,142,417dollars as filed
FLEXSHARES TR33939L654US QT LW VLTY57,912$2,975,409dollars as filed
Costco Wholesale Corporation22160K105COM5,924$2,943,458dollars as filed
Abbott Laboratories002824100COM28,706$2,906,770dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS29,777$2,879,436dollars as filed
NVIDIA Corp67066G104COM9,920$2,755,478dollars as filed
MasterCard, Inc57636Q104COM6,790$2,467,554dollars as filed
TRUIST FINL CORP COM89832Q109Stock71,622$2,442,310dollars as filed
Southern Company842587107COM34,804$2,421,662dollars as filed
NIKE,Inc. Class B654106103COM16,968$2,080,956dollars as filed
Lowes Companies,Inc.548661107COM10,056$2,010,898dollars as filed
Procter & Gamble Co742718109COM13,485$2,005,085dollars as filed
Salesforce.com, Inc79466L302COM9,526$1,903,104dollars as filed
McDonalds Corporation580135101COM6,577$1,838,995dollars as filed
Deere & Company244199105COM4,318$1,782,816dollars as filed
Pfizer Inc.717081103COM42,792$1,745,914dollars as filed
EXXON MOBIL CORP30231G102COM15,250$1,672,315dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock7,858$1,665,896dollars as filed
Mondelez International,Inc. Class A609207105COM22,185$1,546,738dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock6,140$1,513,264dollars as filed
Honeywell Technologies438516106COM7,807$1,492,074dollars as filed
Berkshire Hathaway Inc084670702COM4,821$1,488,580dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK859$1,467,421dollars as filed
Intercontinental Exchange,Inc.45866F104COM13,951$1,454,950dollars as filed
PALO ALTO NETWORKS INC697435105COM7,204$1,438,927dollars as filed
Eli Lilly and Company532457108COM4,075$1,399,437dollars as filed
Comcast Corp20030N101COM35,988$1,364,305dollars as filed
CVS Health Corporation126650100COM18,067$1,342,559dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL13,205$1,336,082dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock10,244$1,323,525dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock5,706$1,302,166dollars as filed
Analog Devices,Inc.032654105COM6,459$1,273,844dollars as filed
Cisco Systems,Inc.17275R102COM23,936$1,251,255dollars as filed
Chevron Corporation166764100COM7,615$1,242,463dollars as filed
American Tower Corporation03027X100COM6,049$1,236,053dollars as filed
Bristol-Myers Squibb Company110122108COM17,420$1,207,380dollars as filed
Duke Energy Corporation26441C204COM11,690$1,127,734dollars as filed
Marsh & McLennan Companies,Inc.571748102COM6,549$1,090,736dollars as filed
Home Depot, Inc437076102COM3,657$1,079,254dollars as filed
BLACKSTONE INC09260D107COM12,160$1,068,134dollars as filed
META PLATFORMS INC CL A30303M102COM4,797$1,016,676dollars as filed
Johnson & Johnson478160104COM6,281$973,555dollars as filed
TJX Companies Inc872540109COM12,202$956,149dollars as filed
GSK PLC SPONSORED ADR37733W204ADR26,608$946,713dollars as filed
CDW CORP COM12514G108Stock4,643$904,874dollars as filed
BLACKROCK INC CL A COM09247X101COM1,268$848,444dollars as filed
Boeing Company097023105COM3,966$842,497dollars as filed
Walt Disney Co254687106COM8,376$838,689dollars as filed
CENCORA INC COM03073E105Stock5,158$825,847dollars as filed
Oracle Corporation68389X105COM8,788$816,581dollars as filed
Adobe Inc00724F101COM2,074$799,257dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock10,969$787,245dollars as filed
SPDR INDEX SHS FDS78463X541ST STR NAT ETF13,524$772,085dollars as filed
NextEra Energy,Inc.65339F101COM9,990$770,029dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock17,031$696,738dollars as filed
AT&T Inc00206R102COM34,352$661,276dollars as filed
BIOGEN INC COM09062X103Stock2,131$592,482dollars as filed
FIRST TR EXCHANGE-TRADED FD336917109SHS12,866$456,743dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,416$442,660dollars as filed
Visa Inc92826C839COM1,624$366,147dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS873$358,873dollars as filed
PepsiCo,Inc.713448108COM1,919$349,834dollars as filed
Walmart Inc.931142103COM2,331$343,706dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS3,231$321,937dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock2,474$314,445dollars as filed
SPY78462F103SHS763$312,365dollars as filed
SMITH A O CORP COM831865209Stock4,125$285,244dollars as filed
Tesla Motors, Inc88160R101COM1,007$208,912dollars as filed
PUTNAM MANAGED MUN INCOME TR746823103COM14,400$88,272dollars as filed
SENSEONICS HLDGS INC81727U105COM24,000$17,040dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-23-001006this filing2023-05-12acceptance time not in the bulk data set