Filed: 11/12/2025ACC: 0001420506-25-003082
📋 What this filing means
UNITED BANK filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $287.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$287.76M
Total AUM (reported)
2.70M
Total Shares
Allocation by class
COM$169.73M59.0%
CL A$12.74M4.4%
CAP STK CL A$11.38M4.0%
TECHNOLOGY$10.81M3.8%
HIG YLD VL ETF$9.98M3.5%
STOXX GLOBR INF$9.95M3.5%
MORNSTAR UPSTR$7.76M2.7%
Portfolio Concentration
Top 3$36.28M12.6%
4–10$67.03M23.3%
11–25$69.49M24.1%
Rest$114.96M40.0%
Top 3 weight
12.6%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 2.70M
Sole
Full voting authority
2.70M
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)
Sole119
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings119
Rows:
NVIDIA CORPORATION
SOLEShares69.20K
TypeSH
Market value$12.91M
4.49%
Sole
69.20K
Shared
0.00
None
0.00
APPLE INC
SOLEShares47.09K
TypeSH
Market value$11.99M
4.17%
Sole
47.09K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares46.81K
TypeSH
Market value$11.38M
3.95%
Sole
46.81K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares38.37K
TypeSH
Market value$10.81M
3.76%
Sole
38.37K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.79K
TypeSH
Market value$10.77M
3.74%
Sole
20.79K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares242.21K
TypeSH
Market value$9.98M
3.47%
Sole
242.21K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares158.12K
TypeSH
Market value$9.95M
3.46%
Sole
158.12K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares40.53K
TypeSH
Market value$8.90M
3.09%
Sole
40.53K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares28.10K
TypeSH
Market value$8.86M
3.08%
Sole
28.10K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares177.18K
TypeSH
Market value$7.76M
2.70%
Sole
177.18K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares92.48K
TypeSH
Market value$6.13M
2.13%
Sole
92.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares50.18K
TypeSH
Market value$6.06M
2.11%
Sole
50.18K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares6.09K
TypeSH
Market value$5.64M
1.96%
Sole
6.09K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares202.55K
TypeSH
Market value$5.53M
1.92%
Sole
202.55K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.22K
TypeSH
Market value$5.30M
1.84%
Sole
7.22K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares55.49K
TypeSH
Market value$5.26M
1.83%
Sole
55.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares78.64K
TypeSH
Market value$5.13M
1.78%
Sole
78.64K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares7.65K
TypeSH
Market value$4.35M
1.51%
Sole
7.65K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares14.71K
TypeSH
Market value$4.14M
1.44%
Sole
14.71K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares30.67K
TypeSH
Market value$4.11M
1.43%
Sole
30.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.07K
TypeSH
Market value$4.05M
1.41%
Sole
34.07K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.34K
TypeSH
Market value$3.98M
1.38%
Sole
21.34K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares11.11K
TypeSH
Market value$3.34M
1.16%
Sole
11.11K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares45.11K
TypeSH
Market value$3.25M
1.13%
Sole
45.11K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares12.82K
TypeSH
Market value$3.22M
1.12%
Sole
12.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 69.20K | SH | $12.91M 4.49% | 69.20K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 47.09K | SH | $11.99M 4.17% | 47.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 46.81K | SH | $11.38M 3.95% | 46.81K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 38.37K | SH | $10.81M 3.76% | 38.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.79K | SH | $10.77M 3.74% | 20.79K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | HIG YLD VL ETF | 242.21K | SH | $9.98M 3.47% | 242.21K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | STOXX GLOBR INF | 158.12K | SH | $9.95M 3.46% | 158.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 40.53K | SH | $8.90M 3.09% | 40.53K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 28.10K | SH | $8.86M 3.08% | 28.10K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 177.18K | SH | $7.76M 2.70% | 177.18K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 92.48K | SH | $6.13M 2.13% | 92.48K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 50.18K | SH | $6.06M 2.11% | 50.18K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 6.09K | SH | $5.64M 1.96% | 6.09K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 202.55K | SH | $5.53M 1.92% | 202.55K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.22K | SH | $5.30M 1.84% | 7.22K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 55.49K | SH | $5.26M 1.83% | 55.49K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 78.64K | SH | $5.13M 1.78% | 78.64K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 7.65K | SH | $4.35M 1.51% | 7.65K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 14.71K | SH | $4.14M 1.44% | 14.71K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 30.67K | SH | $4.11M 1.43% | 30.67K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 34.07K | SH | $4.05M 1.41% | 34.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 21.34K | SH | $3.98M 1.38% | 21.34K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 11.11K | SH | $3.34M 1.16% | 11.11K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | US QT LW VLTY | 45.11K | SH | $3.25M 1.13% | 45.11K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 12.82K | SH | $3.22M 1.12% | 12.82K | 0.00 | 0.00 |
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