FIRST UNITED BANK & TRUST Diversified Active

Location: Oakland, MD

CIK: 0001214183 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 19, 2023

Total Value: $205M (100.0% shares, 0.0% debt)

Holdings (143)

VTV VANGUARD VALUE ETF 5.6%
Value $11.46M Shares 81,671 Est. Cost $109.45 Unrealized
QQQ INVESCO QQQ UNIT SERIES 1 5.0%
Value $10.16M Shares 38,153 Est. Cost $181.11 Unrealized
AAPL APPLE INC COM 3.7%
Value $7.673M Shares 59,056 Est. Cost $99.00 Unrealized +42.1%
DVY ISHARES SELECT DIVIDEND ETF 3.6%
Value $7.386M Shares 61,244 Est. Cost $99.40 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 3.4%
Value $6.925M Shares 19,710 Est. Cost $260.41 Unrealized
VUG VANGUARD GROWTH ETF 2.7%
Value $5.566M Shares 26,119 Est. Cost $178.40 Unrealized
MSFT MICROSOFT CORP COM 2.4%
Value $4.926M Shares 20,540 Est. Cost $117.68 Unrealized +98.9%
ESG FLEXSHARES STOXX US ESG IMPACT INDEX 2.2%
Value $4.48M Shares 48,793 Est. Cost $78.62 Unrealized
DHR DANAHER CORP DEL COM 1.9%
Value $3.955M Shares 14,903 Est. Cost $28.52 Unrealized +699.9%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 1.8%
Value $3.598M Shares 26,607 Est. Cost $112.15 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 1.7%
Value $3.585M Shares 19,942 Est. Cost $126.49 Unrealized
LOW LOWES COS INC COM 1.7%
Value $3.441M Shares 17,273 Est. Cost $36.98 Unrealized +408.9%
IEFA ISHARES TR CORE MSCI EAFE ETF 1.7%
Value $3.399M Shares 55,160 Est. Cost $65.44 Unrealized
SPY SPDR S&P 500 INDEX 1.6%
Value $3.177M Shares 8,307 Est. Cost $178.93 Unrealized
JNJ JOHNSON & JOHNSON COM 1.5%
Value $3.144M Shares 17,798 Est. Cost $67.59 Unrealized +132.4%
FLOT ISHARES FLOATING RATE BOND 1.5%
Value $3.077M Shares 61,141 Est. Cost $50.64 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 1.5%
Value $2.994M Shares 21,195 Est. Cost $145.30 Unrealized
MCD MCDONALDS CORP COM 1.4%
Value $2.947M Shares 11,185 Est. Cost $106.27 Unrealized +130.8%
CVX CHEVRONTEXACO 1.4%
Value $2.895M Shares 16,131 Est. Cost $71.37 Unrealized +114.7%
HON HONEYWELL INTL INC COM 1.4%
Value $2.784M Shares 12,993 Est. Cost $61.77 Unrealized +189.4%
PEP PEPSICO INC COM 1.3%
Value $2.754M Shares 15,244 Est. Cost $64.33 Unrealized +150.1%
CSX CSX CORP COM 1.3%
Value $2.705M Shares 87,339 Est. Cost $25.42 Unrealized +13.0%
JPM J P MORGAN CHASE & CO 1.3%
Value $2.651M Shares 19,769 Est. Cost $55.42 Unrealized +112.3%
IVV ISHARES CORE S&P 500 ETF 1.3%
Value $2.57M Shares 6,688 Est. Cost $386.69 Unrealized
VO VANGUARD MID-CAP ETF 1.2%
Value $2.553M Shares 12,526 Est. Cost $170.37 Unrealized
PG PROCTER & GAMBLE CO COM 1.2%
Value $2.492M Shares 16,446 Est. Cost $62.79 Unrealized +106.7%
ERIE ERIE INDTY CO CL A 1.2%
Value $2.487M Shares 10,000 Est. Cost $164.05 Unrealized +49.5%
PNC PNC FINL SVCS GROUP INC COM 1.2%
Value $2.395M Shares 15,164 Est. Cost $90.87 Unrealized +53.2%
GOOGL ALPHABET INC 1.1%
Value $2.28M Shares 25,840 Est. Cost $107.56 Unrealized -12.3%
MCHP MICROCHIP TECHNOLOGY INC. COM 1.1%
Value $2.203M Shares 31,360 Est. Cost $49.11 Unrealized +30.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.1%
Value $2.188M Shares 10,213 Est. Cost $81.71 Unrealized
ABT ABBOTT LABS COM 1.0%
Value $2.035M Shares 18,537 Est. Cost $53.38 Unrealized +82.9%
IWR ISHARES RUSSELL MID-CAP ETF 1.0%
Value $1.992M Shares 29,530 Est. Cost $73.67 Unrealized
IEMG ISHARES IN CORE MSCI EMERGING MKTS 0.9%
Value $1.915M Shares 41,008 Est. Cost $53.11 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.9%
Value $1.83M Shares 11,523 Est. Cost $142.02 Unrealized
MA MASTERCARD INC 0.9%
Value $1.77M Shares 5,091 Est. Cost $210.68 Unrealized +53.5%
BND VANGUARD BOND INDEX FUND INCTOTAL BD MARKET 0.8%
Value $1.673M Shares 23,286 Est. Cost $82.65 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.8%
Value $1.672M Shares 9,109 Est. Cost $182.97 Unrealized
ARISTA NETWORKS INC COM 0.8%
Value $1.663M Shares 13,705 Est. Cost $136.28 Unrealized
AMGN AMGEN INC COM 0.8%
Value $1.654M Shares 6,300 Est. Cost $125.17 Unrealized +93.9%
VZ VERIZON COMMUNICATIONS 0.8%
Value $1.63M Shares 41,392 Est. Cost $29.79 Unrealized +3.3%
BMY BRISTOL MYERS SQUIBB CO COM 0.8%
Value $1.602M Shares 22,270 Est. Cost $32.84 Unrealized +98.6%
CSCO CISCO SYS INC COM 0.7%
Value $1.516M Shares 31,840 Est. Cost $20.45 Unrealized +102.8%
IYW ISHARES DOW JONES US TECHNOLOGY 0.7%
Value $1.422M Shares 19,095 Est. Cost $82.95 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value $1.296M Shares 2,839 Est. Cost $214.13 Unrealized +118.9%
DE DEERE & COMPANY 0.6%
Value $1.273M Shares 2,970 Est. Cost $151.40 Unrealized +156.7%
ITW ILLINOIS TOOL WKS INC 0.6%
Value $1.251M Shares 5,680 Est. Cost $140.79 Unrealized +40.3%
UPS UNITED PARCEL SERVICES B 0.6%
Value $1.193M Shares 6,861 Est. Cost $77.14 Unrealized +91.9%
DG DOLLAR GEN CORP NEW COM 0.6%
Value $1.185M Shares 4,811 Est. Cost $208.95 Unrealized +11.6%
GPC GENUINE PARTS CO 0.6%
Value $1.184M Shares 6,825 Est. Cost $88.19 Unrealized +80.4%
D DOMINION NEW RES INC VA NEW 0.6%
Value $1.163M Shares 18,976 Est. Cost $39.93 Unrealized +34.4%
VLO VALERO ENERGY NEW 0.6%
Value $1.159M Shares 9,137 Est. Cost $61.96 Unrealized +84.1%
FTGC FIRST TR GLOBAL TACTICAL CM 0.6%
Value $1.15M Shares 46,976 Est. Cost $25.07 Unrealized
BDX BECTON DICKINSON AND COMPANY 0.5%
Value $1.114M Shares 4,382 Est. Cost $100.39 Unrealized +122.4%
ROP ROPER TECHNOLOGIES INC 0.5%
Value $1.094M Shares 2,533 Est. Cost $301.47 Unrealized +34.0%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.5%
Value $1.078M Shares 8,665 Est. Cost $80.15 Unrealized
IGSB ISHARES 1-3 YR CR BD ETF 0.5%
Value $1.07M Shares 21,491 Est. Cost $58.50 Unrealized
FTNT FORTINET INC COM 0.5%
Value $1.037M Shares 21,220 Est. Cost $53.10 Unrealized -1.9%
FBND FIDELTIY TOTAL BOND ETF 0.5%
Value $1.034M Shares 22,975 Est. Cost $52.91 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value $1.033M Shares 12,352 Est. Cost $66.60 Unrealized +10.8%
SO SOUTHERN CO COM 0.5%
Value $1.002M Shares 14,033 Est. Cost $33.13 Unrealized +80.0%
BX BLACKSTONE GROUP INC 0.5%
Value $1.001M Shares 13,491 Est. Cost $42.71 Unrealized +84.1%
ROK ROCKWELL INTL CORP NEW AUTOMATION 0.5%
Value $954K Shares 3,702 Est. Cost $175.54 Unrealized +35.5%
DIS DISNEY WALT CO COM DISNEY 0.5%
Value $952K Shares 10,954 Est. Cost $105.46 Unrealized -11.4%
BRK/B BERKSHIRE HATHAWAY B 0.5%
Value $951K Shares 3,079 Est. Cost $196.67 Unrealized +51.0%
MTB M & T BANK CORP 0.5%
Value $947K Shares 6,530 Est. Cost $91.43 Unrealized +61.7%
HD HOME DEPOT INC COM 0.5%
Value $945K Shares 2,991 Est. Cost $161.42 Unrealized +74.2%
NUE NUCOR CORP 0.5%
Value $932K Shares 7,069 Est. Cost $82.68 Unrealized +56.8%
XOM EXXON MOBIL CORP COM 0.4%
Value $886K Shares 8,029 Est. Cost $54.28 Unrealized +77.4%
AMZN AMAZON COM INC COM 0.4%
Value $803K Shares 9,555 Est. Cost $125.26 Unrealized -21.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value $781K Shares 5,153 Est. Cost $101.25 Unrealized
HYD VANECK VEC HIGH YLD MUN ETF 0.4%
Value $761K Shares 15,057 Est. Cost $55.37 Unrealized
PPG PPG INDS INC COM 0.4%
Value $741K Shares 5,895 Est. Cost $86.36 Unrealized +32.6%
ECL ECOLAB INC 0.3%
Value $699K Shares 4,802 Est. Cost $158.42 Unrealized -10.5%
EOG EOG RES INC 0.3%
Value $673K Shares 5,196 Est. Cost $70.38 Unrealized +67.4%
VSGX VANGUARD ESG INTL EFT 0.3%
Value $658K Shares 13,384 Est. Cost $63.06 Unrealized
XLP CONSUMER STAPLES SECTOR SPDR 0.3%
Value $648K Shares 8,693 Est. Cost $44.76 Unrealized
PFE PFIZER INC COM 0.3%
Value $605K Shares 11,801 Est. Cost $27.37 Unrealized +46.8%
ISRG INTUITUVE SURGICAL INC 0.3%
Value $596K Shares 2,248 Est. Cost $316.52 Unrealized -23.0%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.3%
Value $594K Shares 7,108 Est. Cost $91.90 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value $593K Shares 2,801 Est. Cost $209.73 Unrealized -11.0%
XLC COMMUNICATION SERVICES SELECT SPDR 0.3%
Value $593K Shares 12,365 Est. Cost $46.19 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.3%
Value $584K Shares 5,875 Est. Cost $70.53 Unrealized +22.9%
KO COCA COLA CO COM 0.3%
Value $579K Shares 9,097 Est. Cost $46.36 Unrealized +18.5%
CRM SALESFORCE COM INC 0.3%
Value $576K Shares 4,342 Est. Cost $162.92 Unrealized -11.5%
ZTS ZOETIS INC CL A 0.3%
Value $570K Shares 3,890 Est. Cost $141.25 Unrealized +1.4%
MRK MERCK & CO INC COM 0.3%
Value $561K Shares 5,060 Est. Cost $65.62 Unrealized +41.4%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value $539K Shares 7,223 Est. Cost $71.07 Unrealized +8.4%
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.3%
Value $536K Shares 2,674 Est. Cost $153.32 Unrealized
MKC MCCORMICK INC NON-VOTING 0.3%
Value $534K Shares 6,441 Est. Cost $72.31 Unrealized +3.5%
CME CME GROUP INC 0.3%
Value $530K Shares 3,153 Est. Cost $132.60 Unrealized +13.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value $528K Shares 5,232 Est. Cost $86.76 Unrealized +1.0%
XLRE SELECT SEC REAL ESTATE 0.2%
Value $495K Shares 13,405 Est. Cost $34.99 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value $493K Shares 930 Est. Cost $263.01 Unrealized +90.3%
SHY BARCLAYS 1-3 YEAR TREASURY BOND 0.2%
Value $486K Shares 5,987 Est. Cost $81.17 Unrealized
ABBV ABBVIE INC 0.2%
Value $486K Shares 3,006 Est. Cost $95.17 Unrealized +44.2%
DOW DOW INC COM 0.2%
Value $484K Shares 9,605 Est. Cost $40.35 Unrealized +0.4%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.2%
Value $462K Shares 3,282 Est. Cost $104.88 Unrealized +17.3%
NVDA NVIDIA CORP 0.2%
Value $452K Shares 3,092 Est. Cost $18.48 Unrealized -20.7%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value $446K Shares 4,605 Est. Cost $100.22 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value $443K Shares 1,210 Est. Cost $148.42 Unrealized +133.0%
OI O-I GLASS INC COM 0.2%
Value $439K Shares 26,492 Est. Cost $14.38 Unrealized +12.0%
IYH ISHARES DOW JONES US HEALTHCARE 0.2%
Value $437K Shares 1,540 Est. Cost $107.96 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value $434K Shares 4,324 Est. Cost $126.40 Unrealized -27.8%
CMCSA COMCAST CORP NEW CL A 0.2%
Value $424K Shares 12,119 Est. Cost $30.06 Unrealized 0.0%
IWS ISHARES RUSSELL MIDCAP VALUE ETF 0.2%
Value $395K Shares 3,746 Est. Cost $66.16 Unrealized
GOOG ALPHABET INC 0.2%
Value $394K Shares 4,445 Est. Cost $109.04 Unrealized -13.1%
XLU UTILITIES SECTOR SPDR 0.2%
Value $389K Shares 5,520 Est. Cost $50.29 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value $388K Shares 5,660 Est. Cost $25.72 Unrealized -2.8%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value $357K Shares 1,493 Est. Cost $152.52 Unrealized +50.1%
TIP ISHARES TIPS BOND ETF 0.2%
Value $339K Shares 3,185 Est. Cost $119.18 Unrealized
XLY CONSUMER DISCRETIONARY SECTOR SPDR 0.2%
Value $334K Shares 2,585 Est. Cost $81.54 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value $303K Shares 9,163 Est. Cost $24.72 Unrealized +28.3%
XLF FINANCIAL SECTOR SPDR 0.1%
Value $297K Shares 8,685 Est. Cost $23.76 Unrealized
PZA INVESCO NATL AMT-FREE MUN BD ETF 0.1%
Value $295K Shares 12,885 Est. Cost $26.22 Unrealized
XLI INDUSTRIAL SECTOR SPDR 0.1%
Value $294K Shares 2,997 Est. Cost $46.52 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value $292K Shares 1,860 Est. Cost $149.70 Unrealized +2.3%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.1%
Value $282K Shares 2,077 Est. Cost $103.51 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARCOM 0.1%
Value $278K Shares 2,672 Est. Cost $113.53 Unrealized -4.6%
SHM SPDR NUVEEN BARCLAYS SHT TRM 0.1%
Value $278K Shares 5,920 Est. Cost $48.22 Unrealized
FUNC FIRST UNITED CORPORATION 0.1%
Value $275K Shares 14,025 Est. Cost $16.67 Unrealized 0.0%
IYT ISHARES TRANSPORTATION AVG ETF 0.1%
Value $273K Shares 1,280 Est. Cost $115.67 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $271K Shares 558 Est. Cost $397.88 Unrealized +7.2%
MO ALTRIA GROUP INC COM 0.1%
Value $269K Shares 5,886 Est. Cost $32.89 Unrealized +6.5%
DBEU DBX ETF TR XTRACK MSCI EURP 0.1%
Value $266K Shares 7,965 Est. Cost $27.50 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value $264K Shares 4,070 Est. Cost $104.94 Unrealized -37.1%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value $263K Shares 1,900 Est. Cost $110.89 Unrealized +13.9%
MET METLIFE, INC. 0.1%
Value $262K Shares 3,614 Est. Cost $30.94 Unrealized +110.4%
NUSC NUVEEN ESG SMALL-CAP ETF 0.1%
Value $261K Shares 7,643 Est. Cost $44.52 Unrealized
PHO INVESCO WATER RES ETF TRUST 0.1%
Value $258K Shares 5,013 Est. Cost $50.11 Unrealized
GE GENERAL ELECTRIC CO USD 0.06 0.1%
Value $254K Shares 3,035 Est. Cost $47.56 Unrealized +1.7%
PM PHILLIP MORRIS INTL, INC. 0.1%
Value $253K Shares 2,502 Est. Cost $76.31 Unrealized +6.5%
XLB MATERIALS SECTOR SPDR 0.1%
Value $242K Shares 3,118 Est. Cost $64.44 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE 0.1%
Value $241K Shares 726 Est. Cost $208.26 Unrealized
NEO NEOGENOMICS INC COM NEW 0.1%
Value $240K Shares 26,000 Est. Cost $6.58 Unrealized +41.7%
UNP UNION PAC CORP COM 0.1%
Value $235K Shares 1,135 Est. Cost $156.33 Unrealized +21.7%
ONEQ FIDELITY NASDAQ CMPS IDX ET 0.1%
Value $233K Shares 5,690 Est. Cost $55.55 Unrealized
T AT&T INC COM 0.1%
Value $224K Shares 12,172 Est. Cost $13.53 Unrealized +11.7%
XJH ISHARES ESG S&P MID-CAP ETF 0.1%
Value $217K Shares 6,620 Est. Cost $32.80 Unrealized
PGX INVESCO PREFERRED ETF 0.1%
Value $215K Shares 19,268 Est. Cost $14.91 Unrealized
IJT ISHARES S&P SMALLCAP 600/BARRA GROWTH INDEX FD 0.1%
Value $201K Shares 1,860 Est. Cost $108.07 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value $189K Shares 13,390 Est. Cost $9.95 Unrealized +25.6%
F FORD MOTOR CO DEL 0.1%
Value $182K Shares 15,636 Est. Cost $10.55 Unrealized -4.5%