Filed: 5/6/2025ACC: 0001420506-25-000880
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $242.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$242.00M
Total AUM (reported)
2.60M
Total Shares
Allocation by class
COM$139.08M57.5%
HIG YLD VL ETF$12.99M5.4%
CL A$10.38M4.3%
STOXX GLOBR INF$8.79M3.6%
TECHNOLOGY$7.41M3.1%
CAP STK CL A$6.97M2.9%
MORNSTAR UPSTR$6.21M2.6%
Portfolio Concentration
Top 3$30.85M12.7%
4–10$49.60M20.5%
11–25$64.88M26.8%
Rest$96.67M39.9%
Top 3 weight
12.7%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 2.60M
Sole
Full voting authority
2.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole113
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:
FLEXSHARES TR
SOLEShares321.78K
TypeSH
Market value$12.99M
5.37%
Sole
321.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares40.83K
TypeSH
Market value$9.07M
3.75%
Sole
40.83K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares152.49K
TypeSH
Market value$8.79M
3.63%
Sole
152.49K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares21.27K
TypeSH
Market value$7.98M
3.30%
Sole
21.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares71.85K
TypeSH
Market value$7.79M
3.22%
Sole
71.85K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares35.88K
TypeSH
Market value$7.41M
3.06%
Sole
35.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares45.08K
TypeSH
Market value$6.97M
2.88%
Sole
45.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares35.25K
TypeSH
Market value$6.71M
2.77%
Sole
35.25K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares26.62K
TypeSH
Market value$6.53M
2.70%
Sole
26.62K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares159.91K
TypeSH
Market value$6.21M
2.56%
Sole
159.91K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares67.15K
TypeSH
Market value$6.08M
2.51%
Sole
67.15K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares83.30K
TypeSH
Market value$5.97M
2.47%
Sole
83.30K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares5.61K
TypeSH
Market value$5.31M
2.19%
Sole
5.61K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares186.36K
TypeSH
Market value$5.21M
2.15%
Sole
186.36K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares55.99K
TypeSH
Market value$5.15M
2.13%
Sole
55.99K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.82K
TypeSH
Market value$4.62M
1.91%
Sole
49.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares73.50K
TypeSH
Market value$4.29M
1.77%
Sole
73.50K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares7.16K
TypeSH
Market value$3.93M
1.62%
Sole
7.16K
Shared
0.00
None
0.00
TRUIST FINL CORP
SOLEShares90.15K
TypeSH
Market value$3.71M
1.53%
Sole
90.15K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.05K
TypeSH
Market value$3.64M
1.50%
Sole
21.05K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares27K
TypeSH
Market value$3.58M
1.48%
Sole
27K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares38.22K
TypeSH
Market value$3.57M
1.48%
Sole
38.22K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.04K
TypeSH
Market value$3.48M
1.44%
Sole
6.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.38K
TypeSH
Market value$3.28M
1.36%
Sole
31.38K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares46.57K
TypeSH
Market value$3.07M
1.27%
Sole
46.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FLEXSHARES TRSOLE | HIG YLD VL ETF | 321.78K | SH | $12.99M 5.37% | 321.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 40.83K | SH | $9.07M 3.75% | 40.83K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | STOXX GLOBR INF | 152.49K | SH | $8.79M 3.63% | 152.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 21.27K | SH | $7.98M 3.30% | 21.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 71.85K | SH | $7.79M 3.22% | 71.85K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 35.88K | SH | $7.41M 3.06% | 35.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 45.08K | SH | $6.97M 2.88% | 45.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 35.25K | SH | $6.71M 2.77% | 35.25K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 26.62K | SH | $6.53M 2.70% | 26.62K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 159.91K | SH | $6.21M 2.56% | 159.91K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 67.15K | SH | $6.08M 2.51% | 67.15K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 83.30K | SH | $5.97M 2.47% | 83.30K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 5.61K | SH | $5.31M 2.19% | 5.61K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 186.36K | SH | $5.21M 2.15% | 186.36K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 55.99K | SH | $5.15M 2.13% | 55.99K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 49.82K | SH | $4.62M 1.91% | 49.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 73.50K | SH | $4.29M 1.77% | 73.50K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 7.16K | SH | $3.93M 1.62% | 7.16K | 0.00 | 0.00 |
TRUIST FINL CORPSOLE | COM | 90.15K | SH | $3.71M 1.53% | 90.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 21.05K | SH | $3.64M 1.50% | 21.05K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 27K | SH | $3.58M 1.48% | 27K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ENERGY | 38.22K | SH | $3.57M 1.48% | 38.22K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.04K | SH | $3.48M 1.44% | 6.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 31.38K | SH | $3.28M 1.36% | 31.38K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | US QT LW VLTY | 46.57K | SH | $3.07M 1.27% | 46.57K | 0.00 | 0.00 |
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