UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $460,797 (100.0% shares, 0.0% debt)

Holdings (119)

IJR ISHARES 8.2%
Value ($000) $37,955 Shares 676,445 Est. Cost $68.11 Unrealized
HUBB HUBBELL INC 6.6%
Value ($000) $30,397 Shares 264,916 Est. Cost $105.53 Unrealized +14.9%
IEF ISHARES 5.9%
Value ($000) $26,987 Shares 222,147 Est. Cost $108.31 Unrealized
UBSI UNITED BANKSHARES INC 5.4%
Value ($000) $25,004 Shares 1,083,357 Est. Cost $36.07 Unrealized -12.9%
MSFT MICROSOFT 4.3%
Value ($000) $19,788 Shares 125,469 Est. Cost $65.52 Unrealized +138.6%
AAPL APPLE INC 3.9%
Value ($000) $17,755 Shares 69,820 Est. Cost $32.60 Unrealized +118.0%
ABT ABBOTT LABORATORIES 2.8%
Value ($000) $13,085 Shares 165,813 Est. Cost $43.73 Unrealized +72.2%
AMGN AMGEN INC 2.7%
Value ($000) $12,278 Shares 60,569 Est. Cost $132.41 Unrealized +37.6%
MRK MERCK & CO INC 2.6%
Value ($000) $12,060 Shares 156,738 Est. Cost $45.11 Unrealized +44.3%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $11,947 Shares 91,110 Est. Cost $109.44 Unrealized +9.8%
HRL HORMEL FOODS CORP 2.6%
Value ($000) $11,945 Shares 256,101 Est. Cost $28.27 Unrealized +36.8%
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $11,905 Shares 108,228 Est. Cost $68.26 Unrealized +52.1%
CLX CLOROX CO 2.6%
Value ($000) $11,774 Shares 67,961 Est. Cost $126.98 Unrealized +9.2%
CSCO CISCO SYSTEMS INC 2.5%
Value ($000) $11,300 Shares 287,451 Est. Cost $26.94 Unrealized +36.1%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $11,242 Shares 124,868 Est. Cost $85.02 Unrealized +21.9%
D DOMINION ENERGY INC. 2.4%
Value ($000) $10,970 Shares 151,952 Est. Cost $56.88 Unrealized +11.0%
UNP UNION PACIFIC 2.3%
Value ($000) $10,493 Shares 74,402 Est. Cost $94.63 Unrealized +53.2%
CVX CHEVRON CORPORATION 2.2%
Value ($000) $10,296 Shares 142,084 Est. Cost $80.65 Unrealized -5.8%
MCD MCDONALDS CORP 2.2%
Value ($000) $9,952 Shares 60,184 Est. Cost $124.54 Unrealized +38.0%
WM WASTE MANAGEMENT INC 1.9%
Value ($000) $8,625 Shares 93,182 Est. Cost $75.57 Unrealized +37.8%
DOV DOVER CORP 1.9%
Value ($000) $8,526 Shares 101,581 Est. Cost $74.38 Unrealized +31.5%
IRM IRON MOUNTAIN INC 1.8%
Value ($000) $8,143 Shares 342,148 Est. Cost $23.06 Unrealized -2.2%
GLW CORNING INC 1.7%
Value ($000) $7,896 Shares 384,441 Est. Cost $23.86 Unrealized -7.4%
USB US BANCORP 1.7%
Value ($000) $7,761 Shares 225,285 Est. Cost $43.42 Unrealized -14.3%
VO VANGUARD 1.5%
Value ($000) $7,134 Shares 54,190 Est. Cost $140.06 Unrealized
EMR EMERSON ELECTRIC CO 1.5%
Value ($000) $6,829 Shares 143,315 Est. Cost $55.72 Unrealized +3.7%
T AT&T INC 0.9%
Value ($000) $4,061 Shares 139,285 Est. Cost $14.35 Unrealized +26.6%
IVW ISHARES 0.7%
Value ($000) $3,388 Shares 20,526 Est. Cost $127.11 Unrealized
VTI VANGUARD 0.7%
Value ($000) $3,174 Shares 24,622 Est. Cost $138.48 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,077 Shares 81,049 Est. Cost $56.14 Unrealized -25.0%
KO COCA COLA CO 0.6%
Value ($000) $2,943 Shares 66,499 Est. Cost $37.25 Unrealized +20.8%
KLAC KLA CORPORATION 0.6%
Value ($000) $2,905 Shares 20,215 Est. Cost $97.14 Unrealized +54.6%
PFE PFIZER INC 0.6%
Value ($000) $2,852 Shares 87,374 Est. Cost $27.13 Unrealized -4.8%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,763 Shares 51,414 Est. Cost $37.34 Unrealized +9.8%
SDY SPDR 0.6%
Value ($000) $2,604 Shares 32,607 Est. Cost $95.53 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $2,551 Shares 33,478 Est. Cost $59.50 Unrealized +12.9%
VTV VANGUARD 0.5%
Value ($000) $2,375 Shares 26,664 Est. Cost $87.41 Unrealized
VUG VANGUARD 0.5%
Value ($000) $2,336 Shares 14,911 Est. Cost $109.82 Unrealized
DON WISDOMTREE 0.5%
Value ($000) $2,320 Shares 96,027 Est. Cost $34.18 Unrealized
QUAL ISHARES 0.5%
Value ($000) $2,280 Shares 28,132 Est. Cost $85.51 Unrealized
AEP AMERICAN ELECTRIC PWR INC 0.5%
Value ($000) $2,254 Shares 28,187 Est. Cost $62.27 Unrealized +22.9%
IJH ISHARES 0.5%
Value ($000) $2,191 Shares 15,227 Est. Cost $183.47 Unrealized
SPY SPDR 0.5%
Value ($000) $2,188 Shares 8,487 Est. Cost $265.56 Unrealized
BIV VANGUARD 0.4%
Value ($000) $2,072 Shares 23,190 Est. Cost $83.64 Unrealized
CYRUSONE INC 0.4%
Value ($000) $1,717 Shares 27,800 Est. Cost $77.40 Unrealized
IEI ISHARES 0.4%
Value ($000) $1,661 Shares 12,459 Est. Cost $120.85 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,627 Shares 11,923 Est. Cost $139.68 Unrealized -24.1%
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $1,570 Shares 50,933 Est. Cost $40.89 Unrealized -12.0%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,538 Shares 27,600 Est. Cost $40.14 Unrealized +21.0%
VXUS VANGUARD 0.3%
Value ($000) $1,341 Shares 31,960 Est. Cost $55.86 Unrealized
ESTC ELASTIC NV 0.3%
Value ($000) $1,331 Shares 23,855 Est. Cost $81.63 Unrealized -20.9%
ALB ALBEMARLE CORP 0.3%
Value ($000) $1,305 Shares 23,150 Est. Cost $62.51 Unrealized +13.7%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $1,297 Shares 14,658 Est. Cost $64.64 Unrealized +15.5%
DVYE ISHARES 0.3%
Value ($000) $1,201 Shares 42,670 Est. Cost $40.46 Unrealized
CMCSA COMCAST CORP 0.3%
Value ($000) $1,192 Shares 34,667 Est. Cost $31.54 Unrealized +14.3%
DIS WALT DISNEY CO 0.3%
Value ($000) $1,165 Shares 12,055 Est. Cost $117.32 Unrealized +5.3%
INTC INTEL CORP 0.3%
Value ($000) $1,157 Shares 21,372 Est. Cost $34.69 Unrealized +50.9%
VNQ VANGUARD 0.2%
Value ($000) $1,113 Shares 15,929 Est. Cost $75.78 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $1,085 Shares 10,541 Est. Cost $108.13 Unrealized +18.7%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,084 Shares 7,426 Est. Cost $148.05 Unrealized +10.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $991 Shares 9,809 Est. Cost $110.12 Unrealized +13.4%
AMZN AMAZON.COM INC 0.2%
Value ($000) $988 Shares 507 Est. Cost $59.34 Unrealized +63.1%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $975 Shares 4,882 Est. Cost $112.21 Unrealized +75.6%
EEM ISHARES 0.2%
Value ($000) $939 Shares 27,536 Est. Cost $39.82 Unrealized
BSV VANGUARD 0.2%
Value ($000) $910 Shares 11,072 Est. Cost $79.12 Unrealized
IWF ISHARES 0.2%
Value ($000) $884 Shares 5,866 Est. Cost $136.73 Unrealized
EFA ISHARES 0.2%
Value ($000) $883 Shares 16,507 Est. Cost $61.77 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $869 Shares 10,743 Est. Cost $64.98 Unrealized +11.9%
UNITED TECHNOLOGIES 0.2%
Value ($000) $867 Shares 9,195 Est. Cost $129.17 Unrealized
MDY SPDR 0.2%
Value ($000) $865 Shares 3,289 Est. Cost $345.43 Unrealized
CAT CATERPILLAR INC. 0.2%
Value ($000) $835 Shares 7,200 Est. Cost $114.60 Unrealized -1.1%
HON HONEYWELL INTL INC 0.2%
Value ($000) $783 Shares 5,854 Est. Cost $114.54 Unrealized +19.2%
GOOG ALPHABET INC 0.2%
Value ($000) $750 Shares 645 Est. Cost $47.09 Unrealized +43.0%
HD HOME DEPOT INC 0.2%
Value ($000) $747 Shares 4,003 Est. Cost $150.71 Unrealized +26.2%
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $708 Shares 40,332 Est. Cost $34.36 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $694 Shares 7,433 Est. Cost $80.30 Unrealized +2.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $654 Shares 8,973 Est. Cost $62.13 Unrealized -2.2%
SO SOUTHERN CO 0.1%
Value ($000) $637 Shares 11,755 Est. Cost $37.20 Unrealized +35.7%
CSX CSX CORP 0.1%
Value ($000) $619 Shares 10,805 Est. Cost $20.48 Unrealized +5.3%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $609 Shares 4,459 Est. Cost $102.35 Unrealized +38.7%
NORBORD INC 0.1%
Value ($000) $557 Shares 47,063 Est. Cost $31.06 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $552 Shares 5,772 Est. Cost $104.15 Unrealized +4.0%
V VISA INC 0.1%
Value ($000) $545 Shares 3,385 Est. Cost $107.04 Unrealized +68.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $535 Shares 461 Est. Cost $49.16 Unrealized +36.8%
RVTY PERKINELMER INC 0.1%
Value ($000) $482 Shares 6,400 Est. Cost $91.68 Unrealized -4.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $472 Shares 1,960 Est. Cost $36.01 Unrealized +50.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $456 Shares 5,850 Est. Cost $65.65 Unrealized +7.9%
VB VANGUARD 0.1%
Value ($000) $445 Shares 3,857 Est. Cost $148.94 Unrealized
CHCO CITY HOLDING CO 0.1%
Value ($000) $437 Shares 6,567 Est. Cost $55.11 Unrealized +11.8%
VV VANGUARD 0.1%
Value ($000) $431 Shares 3,636 Est. Cost $122.66 Unrealized
DIA SPDR 0.1%
Value ($000) $426 Shares 1,944 Est. Cost $247.43 Unrealized
IWR ISHARES 0.1%
Value ($000) $396 Shares 9,180 Est. Cost $85.66 Unrealized
IWM ISHARES 0.1%
Value ($000) $371 Shares 3,241 Est. Cost $146.16 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $363 Shares 2,621 Est. Cost $75.91 Unrealized +68.9%
IBM IBM CORP 0.1%
Value ($000) $362 Shares 3,266 Est. Cost $96.90 Unrealized +1.4%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $358 Shares 1,956 Est. Cost $189.88 Unrealized +11.9%
PEP PEPSICO INC 0.1%
Value ($000) $355 Shares 2,954 Est. Cost $95.15 Unrealized +18.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $340 Shares 42,710 Est. Cost $14.31 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $340 Shares 8,782 Est. Cost $32.11 Unrealized -14.2%
IBB ISHARES 0.1%
Value ($000) $337 Shares 3,131 Est. Cost $106.75 Unrealized
NKE NIKE INC 0.1%
Value ($000) $316 Shares 3,821 Est. Cost $52.14 Unrealized +64.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $314 Shares 3,426 Est. Cost $81.75 Unrealized +15.3%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $311 Shares 8,909 Est. Cost $62.50 Unrealized
DLS WISDOMTREE 0.1%
Value ($000) $302 Shares 6,285 Est. Cost $68.75 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $274 Shares 808 Est. Cost $292.17 Unrealized +14.6%
ADBE ADOBE INC 0.1%
Value ($000) $269 Shares 845 Est. Cost $253.78 Unrealized +34.8%
IWV ISHARES 0.1%
Value ($000) $263 Shares 1,770 Est. Cost $158.19 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.1%
Value ($000) $261 Shares 3,800 Est. Cost $43.16 Unrealized +53.0%
MDLZ MONDELEZ INTERNATIONAL 0.0%
Value ($000) $226 Shares 4,507 Est. Cost $34.56 Unrealized +35.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $224 Shares 1,750 Est. Cost $88.92 Unrealized +26.1%
JERNIGAN CAPITAL INC 0.0%
Value ($000) $213 Shares 19,410 Est. Cost $18.21 Unrealized
PREMIER FINANCIAL BANKCORP INC 0.0%
Value ($000) $212 Shares 17,125 Est. Cost $19.78 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $211 Shares 4,000 Est. Cost $35.78 Unrealized +21.0%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $210 Shares 4,036 Est. Cost $76.13 Unrealized -22.5%
MA MASTERCARD INC 0.0%
Value ($000) $208 Shares 860 Est. Cost $161.60 Unrealized +78.1%
OC OWENS CORNING INC 0.0%
Value ($000) $205 Shares 5,293 Est. Cost $84.25 Unrealized -33.6%
FNB FNB CORP 0.0%
Value ($000) $161 Shares 21,900 Est. Cost $8.71 Unrealized -4.3%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $76 Shares 106,405 Est. Cost $13.64 Unrealized -87.7%
PKTX PROTOKINETIX INC 0.0%
Value ($000) $9 Shares 60,264 Est. Cost $0.06 Unrealized +159.0%