UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Sep 18, 2020

Total Value ($000): $551,834 (100.0% shares, 0.0% debt)

Holdings (135)

IJR ISHARES 8.8%
Value ($000) $48,774 Shares 714,217 Est. Cost $68.12 Unrealized
HUBB HUBBELL INC 6.0%
Value ($000) $33,210 Shares 264,916 Est. Cost $105.53 Unrealized +4.5%
UBSI UNITED BANKSHARES INC 5.5%
Value ($000) $30,298 Shares 1,095,346 Est. Cost $35.96 Unrealized -25.3%
MSFT MICROSOFT 4.9%
Value ($000) $26,770 Shares 131,540 Est. Cost $70.48 Unrealized +145.5%
IEF ISHARES 4.8%
Value ($000) $26,342 Shares 216,151 Est. Cost $108.31 Unrealized
AAPL APPLE INC 4.7%
Value ($000) $25,702 Shares 70,455 Est. Cost $32.60 Unrealized +130.4%
ABT ABBOTT LABORATORIES 2.9%
Value ($000) $15,782 Shares 172,617 Est. Cost $45.24 Unrealized +81.1%
CLX CLOROX CO 2.8%
Value ($000) $15,210 Shares 69,336 Est. Cost $127.81 Unrealized +32.0%
AMGN AMGEN INC 2.7%
Value ($000) $14,958 Shares 63,420 Est. Cost $135.07 Unrealized +41.9%
CSCO CISCO SYSTEMS INC 2.6%
Value ($000) $14,150 Shares 303,384 Est. Cost $27.47 Unrealized +34.7%
CVX CHEVRON CORPORATION 2.5%
Value ($000) $13,630 Shares 152,752 Est. Cost $79.90 Unrealized -12.6%
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $13,422 Shares 112,252 Est. Cost $69.45 Unrealized +46.2%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $13,414 Shares 95,385 Est. Cost $110.10 Unrealized +12.8%
UNP UNION PACIFIC 2.4%
Value ($000) $13,396 Shares 79,231 Est. Cost $97.49 Unrealized +45.1%
D DOMINION ENERGY INC. 2.4%
Value ($000) $13,150 Shares 161,986 Est. Cost $57.24 Unrealized +9.4%
MRK MERCK & CO INC 2.3%
Value ($000) $12,920 Shares 167,077 Est. Cost $46.21 Unrealized +36.0%
HRL HORMEL FOODS CORP 2.3%
Value ($000) $12,882 Shares 266,871 Est. Cost $28.77 Unrealized +41.8%
MCD MCDONALDS CORP 2.2%
Value ($000) $11,891 Shares 64,455 Est. Cost $126.96 Unrealized +26.8%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $11,284 Shares 119,969 Est. Cost $85.02 Unrealized -3.9%
GLW CORNING INC 2.0%
Value ($000) $11,047 Shares 426,528 Est. Cost $23.42 Unrealized -17.2%
DOV DOVER CORP 1.9%
Value ($000) $10,734 Shares 111,166 Est. Cost $75.34 Unrealized +13.6%
WM WASTE MANAGEMENT INC 1.9%
Value ($000) $10,704 Shares 101,066 Est. Cost $76.86 Unrealized +19.9%
EMR EMERSON ELECTRIC CO 1.8%
Value ($000) $9,964 Shares 160,624 Est. Cost $55.13 Unrealized -8.8%
IRM IRON MOUNTAIN INC 1.8%
Value ($000) $9,937 Shares 380,713 Est. Cost $22.68 Unrealized -15.0%
USB US BANCORP 1.7%
Value ($000) $9,425 Shares 255,949 Est. Cost $41.55 Unrealized -33.0%
VO VANGUARD 1.6%
Value ($000) $8,882 Shares 54,190 Est. Cost $140.06 Unrealized
T AT&T INC 0.8%
Value ($000) $4,230 Shares 139,894 Est. Cost $14.35 Unrealized +8.0%
VTI VANGUARD 0.7%
Value ($000) $3,854 Shares 24,622 Est. Cost $138.48 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $3,416 Shares 76,390 Est. Cost $56.14 Unrealized -38.0%
KLAC KLA CORPORATION 0.6%
Value ($000) $3,317 Shares 17,058 Est. Cost $97.14 Unrealized +65.0%
ABBV ABBVIE INC 0.6%
Value ($000) $3,272 Shares 33,323 Est. Cost $59.50 Unrealized +18.5%
VUG VANGUARD 0.5%
Value ($000) $3,013 Shares 14,911 Est. Cost $109.82 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $2,905 Shares 65,000 Est. Cost $37.25 Unrealized +3.9%
PFE PFIZER INC 0.5%
Value ($000) $2,851 Shares 87,164 Est. Cost $27.13 Unrealized -4.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,790 Shares 50,594 Est. Cost $37.34 Unrealized +9.1%
IJH ISHARES 0.5%
Value ($000) $2,710 Shares 15,243 Est. Cost $183.47 Unrealized
VTV VANGUARD 0.5%
Value ($000) $2,655 Shares 26,664 Est. Cost $87.41 Unrealized
SPY SPDR 0.5%
Value ($000) $2,617 Shares 8,487 Est. Cost $265.56 Unrealized
CYRUSONE INC 0.4%
Value ($000) $2,250 Shares 30,922 Est. Cost $76.93 Unrealized
AEP AMERICAN ELECTRIC PWR INC 0.4%
Value ($000) $2,245 Shares 28,187 Est. Cost $62.27 Unrealized +7.0%
ESTC ELASTIC NV 0.4%
Value ($000) $2,200 Shares 23,855 Est. Cost $81.63 Unrealized -10.5%
BIV VANGUARD 0.4%
Value ($000) $2,161 Shares 23,190 Est. Cost $83.64 Unrealized
SDY SPDR 0.4%
Value ($000) $2,098 Shares 23,008 Est. Cost $95.53 Unrealized
DON WISDOMTREE 0.4%
Value ($000) $2,050 Shares 72,332 Est. Cost $34.18 Unrealized
QUAL ISHARES 0.4%
Value ($000) $1,969 Shares 20,526 Est. Cost $85.51 Unrealized
ALB ALBEMARLE CORP 0.3%
Value ($000) $1,787 Shares 23,150 Est. Cost $62.51 Unrealized +1.4%
MMM 3M CO 0.3%
Value ($000) $1,777 Shares 11,386 Est. Cost $139.68 Unrealized -26.7%
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $1,755 Shares 46,742 Est. Cost $40.89 Unrealized -32.2%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,718 Shares 29,198 Est. Cost $40.56 Unrealized +18.2%
IEI ISHARES 0.3%
Value ($000) $1,637 Shares 12,246 Est. Cost $120.85 Unrealized
URI UNITED RENTALS INC 0.3%
Value ($000) $1,573 Shares 10,555 Est. Cost $108.13 Unrealized +13.6%
VXUS VANGUARD 0.3%
Value ($000) $1,571 Shares 31,960 Est. Cost $55.86 Unrealized
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $1,477 Shares 14,658 Est. Cost $64.64 Unrealized +23.1%
VNQ VANGUARD 0.3%
Value ($000) $1,434 Shares 18,261 Est. Cost $76.13 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,407 Shares 510 Est. Cost $59.34 Unrealized +103.5%
CMCSA COMCAST CORP 0.3%
Value ($000) $1,383 Shares 35,476 Est. Cost $31.56 Unrealized +3.8%
DVYE ISHARES 0.2%
Value ($000) $1,333 Shares 42,570 Est. Cost $40.46 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,304 Shares 7,426 Est. Cost $148.05 Unrealized +2.0%
DIS WALT DISNEY CO 0.2%
Value ($000) $1,290 Shares 11,565 Est. Cost $117.32 Unrealized -8.1%
INTC INTEL CORP 0.2%
Value ($000) $1,210 Shares 20,221 Est. Cost $34.69 Unrealized +53.4%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,178 Shares 4,882 Est. Cost $112.21 Unrealized +77.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,171 Shares 9,809 Est. Cost $110.12 Unrealized -0.1%
EFA ISHARES 0.2%
Value ($000) $1,114 Shares 18,297 Est. Cost $61.68 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,094 Shares 8,616 Est. Cost $99.52 Unrealized 0.0%
NORBORD INC 0.2%
Value ($000) $1,074 Shares 47,063 Est. Cost $31.06 Unrealized
MDY SPDR 0.2%
Value ($000) $1,067 Shares 3,289 Est. Cost $345.43 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,010 Shares 4,033 Est. Cost $150.71 Unrealized +32.5%
DAL DELTA AIR LINES 0.2%
Value ($000) $951 Shares 33,920 Est. Cost $24.75 Unrealized 0.0%
BSV VANGUARD 0.2%
Value ($000) $920 Shares 11,072 Est. Cost $79.12 Unrealized
CAT CATERPILLAR INC. 0.2%
Value ($000) $911 Shares 7,200 Est. Cost $114.60 Unrealized -7.3%
GOOG ALPHABET INC 0.2%
Value ($000) $907 Shares 642 Est. Cost $47.09 Unrealized +42.2%
EEM ISHARES 0.2%
Value ($000) $884 Shares 22,088 Est. Cost $39.82 Unrealized
IWF ISHARES 0.2%
Value ($000) $878 Shares 4,576 Est. Cost $136.73 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $871 Shares 10,903 Est. Cost $65.01 Unrealized +4.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $834 Shares 5,767 Est. Cost $114.54 Unrealized +2.9%
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $828 Shares 40,332 Est. Cost $34.36 Unrealized
VWO VANGUARD 0.1%
Value ($000) $817 Shares 20,636 Est. Cost $39.59 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $779 Shares 7,004 Est. Cost $80.30 Unrealized -0.7%
CSX CSX CORP 0.1%
Value ($000) $754 Shares 10,805 Est. Cost $20.48 Unrealized +0.2%
SO SOUTHERN CO 0.1%
Value ($000) $703 Shares 13,553 Est. Cost $38.20 Unrealized +17.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $692 Shares 11,225 Est. Cost $54.61 Unrealized 0.0%
IWR ISHARES 0.1%
Value ($000) $673 Shares 12,560 Est. Cost $77.03 Unrealized
V VISA INC 0.1%
Value ($000) $656 Shares 3,393 Est. Cost $107.04 Unrealized +64.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $656 Shares 463 Est. Cost $49.16 Unrealized +36.1%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $649 Shares 4,359 Est. Cost $102.35 Unrealized +24.1%
RVTY PERKINELMER INC 0.1%
Value ($000) $628 Shares 6,400 Est. Cost $91.68 Unrealized -1.5%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $600 Shares 5,701 Est. Cost $104.15 Unrealized -17.5%
VB VANGUARD 0.1%
Value ($000) $562 Shares 3,857 Est. Cost $148.94 Unrealized
IWM ISHARES 0.1%
Value ($000) $548 Shares 3,826 Est. Cost $145.71 Unrealized
VV VANGUARD 0.1%
Value ($000) $520 Shares 3,636 Est. Cost $122.66 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $519 Shares 2,160 Est. Cost $37.49 Unrealized +38.7%
IVW ISHARES 0.1%
Value ($000) $508 Shares 2,450 Est. Cost $127.11 Unrealized
DIA SPDR 0.1%
Value ($000) $501 Shares 1,944 Est. Cost $247.43 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $459 Shares 1,055 Est. Cost $277.02 Unrealized +33.8%
IBB ISHARES 0.1%
Value ($000) $445 Shares 3,252 Est. Cost $107.87 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $430 Shares 2,621 Est. Cost $75.91 Unrealized +89.6%
CHCO CITY HOLDING CO 0.1%
Value ($000) $428 Shares 6,567 Est. Cost $55.11 Unrealized -3.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $426 Shares 6,073 Est. Cost $62.13 Unrealized -11.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $421 Shares 5,850 Est. Cost $65.65 Unrealized -4.6%
BUD ANHEUSER-BUSCH INBEV NV 0.1%
Value ($000) $414 Shares 8,405 Est. Cost $49.26 Unrealized
IBM IBM CORP 0.1%
Value ($000) $398 Shares 3,300 Est. Cost $96.84 Unrealized -5.6%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $398 Shares 4,244 Est. Cost $91.37 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $375 Shares 3,821 Est. Cost $52.14 Unrealized +63.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $353 Shares 8,982 Est. Cost $31.95 Unrealized -21.9%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $349 Shares 1,956 Est. Cost $189.88 Unrealized -3.8%
PEP PEPSICO INC 0.1%
Value ($000) $348 Shares 2,623 Est. Cost $95.15 Unrealized +16.4%
DLS WISDOMTREE 0.1%
Value ($000) $346 Shares 6,226 Est. Cost $68.75 Unrealized
IWV ISHARES 0.1%
Value ($000) $319 Shares 1,770 Est. Cost $158.19 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.1%
Value ($000) $296 Shares 3,800 Est. Cost $43.16 Unrealized +57.4%
OC OWENS CORNING INC 0.1%
Value ($000) $295 Shares 5,293 Est. Cost $84.25 Unrealized -44.7%
GENERAL ELECTRIC CO 0.1%
Value ($000) $292 Shares 42,710 Est. Cost $14.31 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $291 Shares 3,000 Est. Cost $81.75 Unrealized +4.8%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $291 Shares 8,909 Est. Cost $62.50 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $277 Shares 1,221 Est. Cost $207.33 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $272 Shares 925 Est. Cost $261.11 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $270 Shares 106,405 Est. Cost $13.64 Unrealized -80.8%
JERNIGAN CAPITAL INC 0.0%
Value ($000) $266 Shares 19,410 Est. Cost $18.21 Unrealized
LOW LOWE'S COMPANIES INC 0.0%
Value ($000) $257 Shares 1,903 Est. Cost $103.31 Unrealized 0.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $247 Shares 4,000 Est. Cost $35.78 Unrealized +39.4%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $246 Shares 4,036 Est. Cost $76.13 Unrealized -41.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $239 Shares 4,202 Est. Cost $47.48 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $237 Shares 1,115 Est. Cost $175.54 Unrealized 0.0%
MA MASTERCARD INC 0.0%
Value ($000) $236 Shares 800 Est. Cost $161.60 Unrealized +69.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $230 Shares 1,625 Est. Cost $88.92 Unrealized +26.7%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $229 Shares 3,530 Est. Cost $52.60 Unrealized 0.0%
PREMIER FINANCIAL BANKCORP INC 0.0%
Value ($000) $220 Shares 17,125 Est. Cost $19.78 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $215 Shares 1,230 Est. Cost $142.90 Unrealized 0.0%
IWS ISHARES 0.0%
Value ($000) $214 Shares 2,800 Est. Cost $76.43 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $213 Shares 584 Est. Cost $292.17 Unrealized +10.8%
ORCL ORACLE CORP 0.0%
Value ($000) $212 Shares 3,835 Est. Cost $48.99 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING 0.0%
Value ($000) $210 Shares 975 Est. Cost $215.38 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $204 Shares 8,561 Est. Cost $20.57 Unrealized 0.0%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $202 Shares 800 Est. Cost $220.07 Unrealized 0.0%
FNB FNB CORP 0.0%
Value ($000) $164 Shares 21,900 Est. Cost $8.71 Unrealized -30.7%
PKTX PROTOKINETIX INC 0.0%
Value ($000) $6 Shares 60,264 Est. Cost $0.06 Unrealized +71.1%