Filed: 7/29/2025ACC: 0001420506-25-001605
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $261.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$261.34M
Total AUM (reported)
2.57M
Total Shares
Allocation by class
COM$154.07M59.0%
CL A$12.32M4.7%
HIG YLD VL ETF$9.55M3.7%
TECHNOLOGY$9.26M3.5%
STOXX GLOBR INF$8.63M3.3%
CAP STK CL A$8.49M3.3%
MORNSTAR UPSTR$6.91M2.6%
Portfolio Concentration
Top 3$30.23M11.6%
4–10$58.94M22.6%
11–25$67.18M25.7%
Rest$104.99M40.2%
Top 3 weight
11.6%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 2.57M
Sole
Full voting authority
2.57M
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)
Sole116
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings116
Rows:
NVIDIA CORPORATION
SOLEShares66.70K
TypeSH
Market value$10.54M
4.03%
Sole
66.70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.39K
TypeSH
Market value$10.14M
3.88%
Sole
20.39K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares232.75K
TypeSH
Market value$9.55M
3.65%
Sole
232.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares45.73K
TypeSH
Market value$9.38M
3.59%
Sole
45.73K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares36.55K
TypeSH
Market value$9.26M
3.54%
Sole
36.55K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares139.47K
TypeSH
Market value$8.63M
3.30%
Sole
139.47K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares48.20K
TypeSH
Market value$8.49M
3.25%
Sole
48.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares37.12K
TypeSH
Market value$8.14M
3.12%
Sole
37.12K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares28.01K
TypeSH
Market value$8.12M
3.11%
Sole
28.01K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares172.39K
TypeSH
Market value$6.91M
2.65%
Sole
172.39K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares91.20K
TypeSH
Market value$6.45M
2.47%
Sole
91.20K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares5.85K
TypeSH
Market value$5.79M
2.21%
Sole
5.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares52.10K
TypeSH
Market value$5.74M
2.19%
Sole
52.10K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares195.71K
TypeSH
Market value$5.19M
1.98%
Sole
195.71K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares55.97K
TypeSH
Market value$5.14M
1.97%
Sole
55.97K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.86K
TypeSH
Market value$5.06M
1.94%
Sole
6.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares75.96K
TypeSH
Market value$4.71M
1.80%
Sole
75.96K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares48.45K
TypeSH
Market value$4.32M
1.65%
Sole
48.45K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares7.07K
TypeSH
Market value$3.98M
1.52%
Sole
7.07K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares29K
TypeSH
Market value$3.94M
1.51%
Sole
29K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.43K
TypeSH
Market value$3.79M
1.45%
Sole
21.43K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.88K
TypeSH
Market value$3.59M
1.37%
Sole
32.88K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares15.04K
TypeSH
Market value$3.29M
1.26%
Sole
15.04K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares46.42K
TypeSH
Market value$3.16M
1.21%
Sole
46.42K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares35.84K
TypeSH
Market value$3.04M
1.16%
Sole
35.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 66.70K | SH | $10.54M 4.03% | 66.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.39K | SH | $10.14M 3.88% | 20.39K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | HIG YLD VL ETF | 232.75K | SH | $9.55M 3.65% | 232.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45.73K | SH | $9.38M 3.59% | 45.73K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 36.55K | SH | $9.26M 3.54% | 36.55K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | STOXX GLOBR INF | 139.47K | SH | $8.63M 3.30% | 139.47K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 48.20K | SH | $8.49M 3.25% | 48.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 37.12K | SH | $8.14M 3.12% | 37.12K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 28.01K | SH | $8.12M 3.11% | 28.01K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 172.39K | SH | $6.91M 2.65% | 172.39K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 91.20K | SH | $6.45M 2.47% | 91.20K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 5.85K | SH | $5.79M 2.21% | 5.85K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 52.10K | SH | $5.74M 2.19% | 52.10K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 195.71K | SH | $5.19M 1.98% | 195.71K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 55.97K | SH | $5.14M 1.97% | 55.97K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.86K | SH | $5.06M 1.94% | 6.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 75.96K | SH | $4.71M 1.80% | 75.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 48.45K | SH | $4.32M 1.65% | 48.45K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 7.07K | SH | $3.98M 1.52% | 7.07K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 29K | SH | $3.94M 1.51% | 29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 21.43K | SH | $3.79M 1.45% | 21.43K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 32.88K | SH | $3.59M 1.37% | 32.88K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 15.04K | SH | $3.29M 1.26% | 15.04K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | US QT LW VLTY | 46.42K | SH | $3.16M 1.21% | 46.42K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ENERGY | 35.84K | SH | $3.04M 1.16% | 35.84K | 0.00 | 0.00 |
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