UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 14, 2020

Total Value ($000): $577,245 (100.0% shares, 0.0% debt)

Holdings (137)

UBSI UNITED BANKSHARES INC 7.2%
Value ($000) $41,693 Shares 1,078,457 Est. Cost $36.07 Unrealized +6.9%
IJR ISHARES 7.2%
Value ($000) $41,383 Shares 493,530 Est. Cost $72.55 Unrealized
HUBB HUBBELL INC 6.8%
Value ($000) $39,160 Shares 264,916 Est. Cost $105.53 Unrealized +20.5%
AAPL APPLE INC 4.0%
Value ($000) $23,026 Shares 78,417 Est. Cost $32.60 Unrealized +90.3%
IEF ISHARES 3.9%
Value ($000) $22,310 Shares 202,417 Est. Cost $107.03 Unrealized
MSFT MICROSOFT 3.8%
Value ($000) $21,689 Shares 137,533 Est. Cost $65.52 Unrealized +112.5%
JPM JPMORGAN CHASE & CO 3.5%
Value ($000) $20,062 Shares 143,916 Est. Cost $85.02 Unrealized +27.8%
CVX CHEVRON CORPORATION 2.6%
Value ($000) $15,129 Shares 125,537 Est. Cost $81.26 Unrealized +10.4%
PG PROCTER & GAMBLE CO 2.5%
Value ($000) $14,530 Shares 116,333 Est. Cost $68.26 Unrealized +54.2%
AMGN AMGEN INC 2.5%
Value ($000) $14,362 Shares 59,578 Est. Cost $131.58 Unrealized +38.8%
ABT ABBOTT LABORATORIES 2.5%
Value ($000) $14,344 Shares 165,139 Est. Cost $43.73 Unrealized +72.2%
MRK MERCK & CO INC 2.4%
Value ($000) $14,029 Shares 154,237 Est. Cost $44.79 Unrealized +50.8%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $13,454 Shares 92,226 Est. Cost $109.44 Unrealized +4.3%
UNP UNION PACIFIC 2.3%
Value ($000) $13,167 Shares 72,829 Est. Cost $93.54 Unrealized +59.7%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $12,379 Shares 258,102 Est. Cost $25.83 Unrealized +49.3%
D DOMINION ENERGY INC. 2.1%
Value ($000) $12,109 Shares 146,205 Est. Cost $56.64 Unrealized +10.2%
DOV DOVER CORP 2.1%
Value ($000) $12,073 Shares 104,745 Est. Cost $74.38 Unrealized +32.3%
MCD MCDONALDS CORP 2.1%
Value ($000) $12,067 Shares 61,064 Est. Cost $124.54 Unrealized +38.0%
WM WASTE MANAGEMENT INC 2.1%
Value ($000) $12,034 Shares 105,592 Est. Cost $75.57 Unrealized +35.1%
USB US BANCORP 2.1%
Value ($000) $11,892 Shares 200,555 Est. Cost $44.18 Unrealized +0.4%
HRL HORMEL FOODS CORP 2.0%
Value ($000) $11,494 Shares 254,787 Est. Cost $28.27 Unrealized +28.7%
EMR EMERSON ELECTRIC CO 1.9%
Value ($000) $10,973 Shares 143,887 Est. Cost $55.72 Unrealized +12.7%
IRM IRON MOUNTAIN INC 1.8%
Value ($000) $10,598 Shares 332,533 Est. Cost $23.08 Unrealized +3.8%
CLX CLOROX CO 1.7%
Value ($000) $9,948 Shares 64,790 Est. Cost $126.41 Unrealized -1.5%
GLW CORNING INC 1.5%
Value ($000) $8,465 Shares 290,807 Est. Cost $24.43 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $6,232 Shares 89,311 Est. Cost $56.14 Unrealized -7.3%
VO VANGUARD 1.1%
Value ($000) $6,184 Shares 34,709 Est. Cost $144.78 Unrealized
T AT&T INC 0.9%
Value ($000) $5,428 Shares 138,858 Est. Cost $14.35 Unrealized +31.4%
VTI VANGUARD 0.8%
Value ($000) $4,370 Shares 26,705 Est. Cost $138.48 Unrealized
IVW ISHARES 0.7%
Value ($000) $3,975 Shares 20,526 Est. Cost $127.11 Unrealized
SDY SPDR 0.7%
Value ($000) $3,954 Shares 36,753 Est. Cost $95.53 Unrealized
DON WISDOMTREE 0.7%
Value ($000) $3,949 Shares 103,803 Est. Cost $34.18 Unrealized
DVYE ISHARES 0.7%
Value ($000) $3,804 Shares 93,645 Est. Cost $40.46 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $3,659 Shares 66,108 Est. Cost $37.25 Unrealized +19.5%
KLAC KLA CORPORATION 0.6%
Value ($000) $3,605 Shares 20,230 Est. Cost $97.14 Unrealized +60.3%
PFE PFIZER INC 0.6%
Value ($000) $3,530 Shares 90,114 Est. Cost $27.13 Unrealized -1.6%
QUAL ISHARES 0.6%
Value ($000) $3,486 Shares 34,518 Est. Cost $85.51 Unrealized
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,102 Shares 55,065 Est. Cost $40.89 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,088 Shares 50,294 Est. Cost $37.26 Unrealized +14.9%
ABBV ABBVIE INC 0.5%
Value ($000) $3,024 Shares 34,158 Est. Cost $59.50 Unrealized +8.6%
SPY SPDR 0.5%
Value ($000) $2,774 Shares 8,619 Est. Cost $265.56 Unrealized
IJH ISHARES 0.5%
Value ($000) $2,742 Shares 13,321 Est. Cost $189.14 Unrealized
VUG VANGUARD 0.5%
Value ($000) $2,670 Shares 14,659 Est. Cost $109.02 Unrealized
AEP AMERICAN ELECTRIC PWR INC 0.5%
Value ($000) $2,664 Shares 28,187 Est. Cost $62.27 Unrealized +19.2%
VTV VANGUARD 0.5%
Value ($000) $2,638 Shares 22,015 Est. Cost $87.05 Unrealized
BIV VANGUARD 0.4%
Value ($000) $2,135 Shares 24,478 Est. Cost $83.64 Unrealized
EEM ISHARES 0.4%
Value ($000) $2,124 Shares 47,321 Est. Cost $39.82 Unrealized
MMM 3M CO 0.4%
Value ($000) $2,103 Shares 11,923 Est. Cost $139.68 Unrealized -20.0%
CYRUSONE INC 0.3%
Value ($000) $1,884 Shares 28,800 Est. Cost $77.40 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,838 Shares 12,282 Est. Cost $110.12 Unrealized +19.2%
DIS WALT DISNEY CO 0.3%
Value ($000) $1,805 Shares 12,481 Est. Cost $117.32 Unrealized +15.7%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,805 Shares 28,121 Est. Cost $40.14 Unrealized +12.6%
URI UNITED RENTALS INC 0.3%
Value ($000) $1,758 Shares 10,541 Est. Cost $108.13 Unrealized +30.1%
VXUS VANGUARD 0.3%
Value ($000) $1,695 Shares 30,443 Est. Cost $56.56 Unrealized
ALB ALBEMARLE CORP 0.3%
Value ($000) $1,691 Shares 23,150 Est. Cost $62.51 Unrealized -1.5%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $1,581 Shares 40,332 Est. Cost $34.36 Unrealized
IEI ISHARES 0.3%
Value ($000) $1,567 Shares 12,459 Est. Cost $120.85 Unrealized
CMCSA COMCAST CORP 0.3%
Value ($000) $1,559 Shares 34,667 Est. Cost $31.54 Unrealized +20.1%
ESTC ELASTIC NV 0.3%
Value ($000) $1,534 Shares 23,855 Est. Cost $81.63 Unrealized -10.2%
UNITED TECHNOLOGIES 0.3%
Value ($000) $1,454 Shares 9,709 Est. Cost $129.17 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,442 Shares 7,426 Est. Cost $148.05 Unrealized +11.8%
INTC INTEL CORP 0.2%
Value ($000) $1,320 Shares 22,053 Est. Cost $34.69 Unrealized +42.0%
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $1,296 Shares 15,239 Est. Cost $64.64 Unrealized +10.2%
NORBORD INC 0.2%
Value ($000) $1,258 Shares 47,063 Est. Cost $31.06 Unrealized
MDY SPDR 0.2%
Value ($000) $1,234 Shares 3,289 Est. Cost $345.43 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,167 Shares 4,967 Est. Cost $112.21 Unrealized +73.0%
EFA ISHARES 0.2%
Value ($000) $1,146 Shares 16,507 Est. Cost $61.77 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,102 Shares 6,223 Est. Cost $114.54 Unrealized +25.6%
CAT CATERPILLAR INC. 0.2%
Value ($000) $1,093 Shares 7,400 Est. Cost $114.60 Unrealized +7.3%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $1,076 Shares 6,740 Est. Cost $104.15 Unrealized +15.4%
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,055 Shares 571 Est. Cost $59.34 Unrealized +49.1%
IWF ISHARES 0.2%
Value ($000) $1,032 Shares 5,866 Est. Cost $136.73 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $980 Shares 10,743 Est. Cost $64.98 Unrealized +10.5%
HD HOME DEPOT INC 0.2%
Value ($000) $974 Shares 4,459 Est. Cost $150.71 Unrealized +29.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $924 Shares 10,849 Est. Cost $62.13 Unrealized -3.4%
BSV VANGUARD 0.2%
Value ($000) $901 Shares 11,181 Est. Cost $79.12 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $880 Shares 658 Est. Cost $47.09 Unrealized +36.0%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $870 Shares 7,433 Est. Cost $80.30 Unrealized +15.6%
CSX CSX CORP 0.1%
Value ($000) $835 Shares 11,540 Est. Cost $20.48 Unrealized +6.3%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $792 Shares 4,649 Est. Cost $102.35 Unrealized +41.8%
SO SOUTHERN CO 0.1%
Value ($000) $749 Shares 11,755 Est. Cost $37.20 Unrealized +31.5%
GOOGL ALPHABET INC 0.1%
Value ($000) $658 Shares 491 Est. Cost $49.16 Unrealized +30.2%
V VISA INC 0.1%
Value ($000) $644 Shares 3,430 Est. Cost $107.04 Unrealized +61.2%
IWR ISHARES 0.1%
Value ($000) $643 Shares 10,780 Est. Cost $85.66 Unrealized
VB VANGUARD 0.1%
Value ($000) $639 Shares 3,857 Est. Cost $148.94 Unrealized
VNQ VANGUARD 0.1%
Value ($000) $628 Shares 6,770 Est. Cost $83.77 Unrealized
DLS WISDOMTREE 0.1%
Value ($000) $625 Shares 8,796 Est. Cost $68.75 Unrealized
RVTY PERKINELMER INC 0.1%
Value ($000) $621 Shares 6,400 Est. Cost $91.68 Unrealized -4.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $578 Shares 2,385 Est. Cost $36.01 Unrealized +39.3%
DIA SPDR 0.1%
Value ($000) $554 Shares 1,944 Est. Cost $247.43 Unrealized
CHCO CITY HOLDING CO 0.1%
Value ($000) $538 Shares 6,567 Est. Cost $55.11 Unrealized +19.3%
VV VANGUARD 0.1%
Value ($000) $538 Shares 3,636 Est. Cost $122.66 Unrealized
IWM ISHARES 0.1%
Value ($000) $537 Shares 3,241 Est. Cost $146.16 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $529 Shares 5,850 Est. Cost $65.65 Unrealized +9.3%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $525 Shares 8,909 Est. Cost $62.50 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $480 Shares 43,027 Est. Cost $14.31 Unrealized
IBM IBM CORP 0.1%
Value ($000) $476 Shares 3,556 Est. Cost $96.90 Unrealized +3.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $461 Shares 9,226 Est. Cost $32.11 Unrealized -10.3%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $445 Shares 1,965 Est. Cost $189.88 Unrealized +14.4%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $428 Shares 4,569 Est. Cost $76.13 Unrealized -11.5%
MA MASTERCARD INC 0.1%
Value ($000) $419 Shares 1,405 Est. Cost $161.60 Unrealized +68.7%
NKE NIKE INC 0.1%
Value ($000) $415 Shares 4,098 Est. Cost $52.14 Unrealized +66.5%
PEP PEPSICO INC 0.1%
Value ($000) $407 Shares 2,971 Est. Cost $95.15 Unrealized +18.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $385 Shares 3,426 Est. Cost $81.75 Unrealized +15.2%
DVY ISHARES 0.1%
Value ($000) $382 Shares 3,615 Est. Cost $98.95 Unrealized
IBB ISHARES 0.1%
Value ($000) $379 Shares 3,141 Est. Cost $106.75 Unrealized
JERNIGAN CAPITAL INC 0.1%
Value ($000) $372 Shares 19,410 Est. Cost $18.21 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.1%
Value ($000) $356 Shares 5,000 Est. Cost $43.16 Unrealized +47.2%
LLY ELI LILLY & CO 0.1%
Value ($000) $345 Shares 2,627 Est. Cost $75.91 Unrealized +41.7%
OC OWENS CORNING INC 0.1%
Value ($000) $345 Shares 5,293 Est. Cost $84.25 Unrealized -24.0%
IWV ISHARES 0.1%
Value ($000) $334 Shares 1,770 Est. Cost $158.19 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $326 Shares 5,906 Est. Cost $34.56 Unrealized +32.8%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $325 Shares 5,064 Est. Cost $27.17 Unrealized -9.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $315 Shares 808 Est. Cost $292.17 Unrealized +11.2%
PREMIER FINANCIAL BANKCORP INC 0.1%
Value ($000) $311 Shares 17,125 Est. Cost $19.78 Unrealized
HOLLYFRONTIER CORP 0.1%
Value ($000) $300 Shares 5,924 Est. Cost $33.24 Unrealized
IWS ISHARES 0.1%
Value ($000) $299 Shares 3,153 Est. Cost $89.08 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $287 Shares 871 Est. Cost $253.78 Unrealized +15.9%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $285 Shares 3,847 Est. Cost $49.11 Unrealized +17.7%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $279 Shares 1,552 Est. Cost $146.29 Unrealized 0.0%
FNB FNB CORP 0.0%
Value ($000) $278 Shares 21,900 Est. Cost $8.71 Unrealized +10.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $278 Shares 7,891 Est. Cost $24.92 Unrealized +11.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $278 Shares 2,019 Est. Cost $88.92 Unrealized +22.3%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $277 Shares 2,161 Est. Cost $79.65 Unrealized +30.2%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $275 Shares 96,521 Est. Cost $14.86 Unrealized -82.8%
DOW DOW INC 0.0%
Value ($000) $275 Shares 5,047 Est. Cost $36.18 Unrealized +1.5%
MDU MDU RES GROUP INC 0.0%
Value ($000) $254 Shares 8,538 Est. Cost $7.99 Unrealized +13.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $250 Shares 4,665 Est. Cost $35.78 Unrealized +19.6%
VWO VANGUARD 0.0%
Value ($000) $232 Shares 5,236 Est. Cost $44.31 Unrealized
LOW LOWE'S COMPANIES INC 0.0%
Value ($000) $228 Shares 1,900 Est. Cost $88.06 Unrealized +16.2%
META FACEBOOK INC 0.0%
Value ($000) $228 Shares 1,113 Est. Cost $192.35 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $226 Shares 1,115 Est. Cost $166.41 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $224 Shares 1,839 Est. Cost $80.46 Unrealized +13.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $208 Shares 1,519 Est. Cost $110.96 Unrealized +7.5%
WFC WELLS FARGO & CO 0.0%
Value ($000) $207 Shares 3,849 Est. Cost $44.70 Unrealized 0.0%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $202 Shares 1,518 Est. Cost $112.51 Unrealized 0.0%
PKTX PROTOKINETIX INC 0.0%
Value ($000) $5 Shares 60,264 Est. Cost $0.06 Unrealized +65.6%