UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Dec 11, 2020

Total Value ($000): $572,802 (100.0% shares, 0.0% debt)

Holdings (138)

IJR ISHARES 8.7%
Value ($000) $50,026 Shares 712,317 Est. Cost $68.12 Unrealized
HUBB HUBBELL INC 6.3%
Value ($000) $36,251 Shares 264,916 Est. Cost $105.53 Unrealized +18.9%
AAPL APPLE INC 5.4%
Value ($000) $31,105 Shares 268,591 Est. Cost $86.72 Unrealized +22.2%
MSFT MICROSOFT 4.8%
Value ($000) $27,342 Shares 129,998 Est. Cost $70.48 Unrealized +184.8%
IEF ISHARES 4.6%
Value ($000) $26,407 Shares 216,771 Est. Cost $108.31 Unrealized
UBSI UNITED BANKSHARES INC 4.1%
Value ($000) $23,539 Shares 1,096,348 Est. Cost $35.96 Unrealized -27.6%
ABT ABBOTT LABORATORIES 3.3%
Value ($000) $18,686 Shares 171,708 Est. Cost $45.24 Unrealized +104.1%
AMGN AMGEN INC 2.8%
Value ($000) $16,162 Shares 63,591 Est. Cost $135.07 Unrealized +55.1%
PG PROCTER & GAMBLE CO 2.7%
Value ($000) $15,726 Shares 113,139 Est. Cost $69.45 Unrealized +67.5%
UNP UNION PACIFIC 2.7%
Value ($000) $15,667 Shares 79,578 Est. Cost $97.49 Unrealized +69.1%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $14,578 Shares 97,918 Est. Cost $110.54 Unrealized +14.9%
CLX CLOROX CO 2.5%
Value ($000) $14,459 Shares 68,796 Est. Cost $127.81 Unrealized +47.8%
MCD MCDONALDS CORP 2.5%
Value ($000) $14,384 Shares 65,535 Est. Cost $127.86 Unrealized +41.9%
MRK MERCK & CO INC 2.5%
Value ($000) $14,046 Shares 169,327 Est. Cost $46.47 Unrealized +41.9%
GLW CORNING INC 2.4%
Value ($000) $13,886 Shares 428,448 Est. Cost $23.42 Unrealized +13.8%
HRL HORMEL FOODS CORP 2.3%
Value ($000) $13,150 Shares 268,976 Est. Cost $28.77 Unrealized +49.7%
D DOMINION ENERGY INC. 2.3%
Value ($000) $13,111 Shares 166,115 Est. Cost $57.36 Unrealized +8.2%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $12,244 Shares 310,842 Est. Cost $27.70 Unrealized +33.8%
DOV DOVER CORP 2.1%
Value ($000) $12,221 Shares 112,804 Est. Cost $75.70 Unrealized +31.7%
WM WASTE MANAGEMENT INC 2.0%
Value ($000) $11,698 Shares 103,364 Est. Cost $77.41 Unrealized +30.9%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $11,546 Shares 119,927 Est. Cost $85.02 Unrealized +0.5%
CVX CHEVRON CORPORATION 2.0%
Value ($000) $11,198 Shares 155,524 Est. Cost $79.66 Unrealized -16.5%
EMR EMERSON ELECTRIC CO 1.9%
Value ($000) $10,727 Shares 163,599 Est. Cost $55.20 Unrealized +6.5%
IRM IRON MOUNTAIN INC 1.8%
Value ($000) $10,289 Shares 384,076 Est. Cost $22.68 Unrealized -2.1%
VO VANGUARD 1.7%
Value ($000) $9,567 Shares 54,275 Est. Cost $140.06 Unrealized
USB US BANCORP 1.7%
Value ($000) $9,507 Shares 265,177 Est. Cost $41.11 Unrealized -29.6%
T AT&T INC 0.7%
Value ($000) $3,995 Shares 140,129 Est. Cost $14.35 Unrealized +8.4%
VTI VANGUARD 0.7%
Value ($000) $3,989 Shares 23,424 Est. Cost $138.48 Unrealized
VUG VANGUARD 0.6%
Value ($000) $3,695 Shares 16,236 Est. Cost $119.43 Unrealized
KLAC KLA CORPORATION 0.6%
Value ($000) $3,305 Shares 17,058 Est. Cost $97.14 Unrealized +91.6%
KO COCA COLA CO 0.6%
Value ($000) $3,267 Shares 66,176 Est. Cost $37.32 Unrealized +9.3%
PFE PFIZER INC 0.5%
Value ($000) $3,082 Shares 83,999 Est. Cost $27.13 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,035 Shares 51,021 Est. Cost $37.34 Unrealized +14.0%
VTV VANGUARD 0.5%
Value ($000) $2,932 Shares 28,053 Est. Cost $88.25 Unrealized
SPY SPDR 0.5%
Value ($000) $2,828 Shares 8,443 Est. Cost $265.56 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $2,775 Shares 31,673 Est. Cost $59.50 Unrealized +28.3%
IJH ISHARES 0.5%
Value ($000) $2,639 Shares 14,237 Est. Cost $183.47 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,586 Shares 75,345 Est. Cost $56.14 Unrealized -42.4%
ESTC ELASTIC NV 0.4%
Value ($000) $2,574 Shares 23,855 Est. Cost $81.63 Unrealized +20.3%
AEP AMERICAN ELECTRIC PWR INC 0.4%
Value ($000) $2,304 Shares 28,187 Est. Cost $62.27 Unrealized +8.9%
BIV VANGUARD 0.4%
Value ($000) $2,168 Shares 23,190 Est. Cost $83.64 Unrealized
CYRUSONE INC 0.4%
Value ($000) $2,165 Shares 30,922 Est. Cost $76.93 Unrealized
ALB ALBEMARLE CORP 0.4%
Value ($000) $2,067 Shares 23,150 Est. Cost $62.51 Unrealized +32.8%
URI UNITED RENTALS INC 0.3%
Value ($000) $1,839 Shares 10,541 Est. Cost $108.13 Unrealized +50.6%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,801 Shares 29,865 Est. Cost $40.74 Unrealized +19.3%
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $1,785 Shares 46,939 Est. Cost $40.89 Unrealized -28.2%
MMM 3M CO 0.3%
Value ($000) $1,717 Shares 10,720 Est. Cost $139.68 Unrealized -21.0%
CMCSA COMCAST CORP 0.3%
Value ($000) $1,673 Shares 36,160 Est. Cost $31.68 Unrealized +18.8%
IEI ISHARES 0.3%
Value ($000) $1,612 Shares 12,069 Est. Cost $120.85 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,597 Shares 507 Est. Cost $59.34 Unrealized +165.7%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,589 Shares 7,426 Est. Cost $148.05 Unrealized +21.5%
VXUS VANGUARD 0.3%
Value ($000) $1,567 Shares 30,035 Est. Cost $55.86 Unrealized
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $1,421 Shares 14,658 Est. Cost $64.64 Unrealized +35.1%
VNQ VANGUARD 0.2%
Value ($000) $1,420 Shares 17,984 Est. Cost $76.13 Unrealized
NORBORD INC 0.2%
Value ($000) $1,388 Shares 47,063 Est. Cost $31.06 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,338 Shares 4,493 Est. Cost $112.21 Unrealized +124.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,335 Shares 9,809 Est. Cost $110.12 Unrealized +13.5%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,273 Shares 8,914 Est. Cost $100.10 Unrealized +16.7%
DIS WALT DISNEY CO 0.2%
Value ($000) $1,270 Shares 10,237 Est. Cost $117.32 Unrealized +4.1%
HD HOME DEPOT INC 0.2%
Value ($000) $1,141 Shares 4,109 Est. Cost $152.32 Unrealized +56.0%
MDY SPDR 0.2%
Value ($000) $1,115 Shares 3,289 Est. Cost $345.43 Unrealized
CAT CATERPILLAR INC. 0.2%
Value ($000) $1,104 Shares 7,402 Est. Cost $114.93 Unrealized +10.3%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,101 Shares 6,607 Est. Cost $80.30 Unrealized +46.1%
EFA ISHARES 0.2%
Value ($000) $1,051 Shares 16,507 Est. Cost $61.68 Unrealized
DAL DELTA AIR LINES 0.2%
Value ($000) $1,037 Shares 33,920 Est. Cost $24.75 Unrealized +13.3%
INTC INTEL CORP 0.2%
Value ($000) $1,007 Shares 19,454 Est. Cost $34.69 Unrealized +34.1%
IWF ISHARES 0.2%
Value ($000) $992 Shares 4,576 Est. Cost $136.73 Unrealized
EEM ISHARES 0.2%
Value ($000) $968 Shares 21,938 Est. Cost $39.82 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $963 Shares 10,878 Est. Cost $65.01 Unrealized +2.6%
GOOG ALPHABET INC 0.2%
Value ($000) $954 Shares 649 Est. Cost $47.40 Unrealized +59.8%
BSV VANGUARD 0.2%
Value ($000) $920 Shares 11,072 Est. Cost $79.12 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $908 Shares 5,517 Est. Cost $114.54 Unrealized +16.3%
VWO VANGUARD 0.2%
Value ($000) $893 Shares 20,636 Est. Cost $39.59 Unrealized
SYNOVUS FINANCIAL CORP 0.1%
Value ($000) $854 Shares 40,332 Est. Cost $34.36 Unrealized
CSX CSX CORP 0.1%
Value ($000) $839 Shares 10,805 Est. Cost $20.48 Unrealized +12.1%
RVTY PERKINELMER INC 0.1%
Value ($000) $803 Shares 6,400 Est. Cost $91.68 Unrealized +23.8%
V VISA INC 0.1%
Value ($000) $764 Shares 3,818 Est. Cost $116.52 Unrealized +65.0%
DON WISDOMTREE 0.1%
Value ($000) $752 Shares 26,012 Est. Cost $34.18 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $735 Shares 13,553 Est. Cost $38.20 Unrealized +14.0%
SHV ISHARES 0.1%
Value ($000) $727 Shares 6,567 Est. Cost $110.71 Unrealized
IWR ISHARES 0.1%
Value ($000) $721 Shares 12,560 Est. Cost $77.03 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $679 Shares 463 Est. Cost $49.16 Unrealized +53.8%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $636 Shares 5,791 Est. Cost $103.91 Unrealized -14.6%
SDY SPDR 0.1%
Value ($000) $616 Shares 6,668 Est. Cost $95.53 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $615 Shares 2,217 Est. Cost $38.07 Unrealized +58.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $594 Shares 10,327 Est. Cost $54.61 Unrealized -1.7%
VB VANGUARD 0.1%
Value ($000) $593 Shares 3,857 Est. Cost $148.94 Unrealized
IWM ISHARES 0.1%
Value ($000) $584 Shares 3,896 Est. Cost $145.79 Unrealized
VV VANGUARD 0.1%
Value ($000) $569 Shares 3,636 Est. Cost $122.66 Unrealized
IVW ISHARES 0.1%
Value ($000) $566 Shares 2,450 Est. Cost $127.11 Unrealized
QUAL ISHARES 0.1%
Value ($000) $562 Shares 5,413 Est. Cost $85.51 Unrealized
DIA SPDR 0.1%
Value ($000) $539 Shares 1,944 Est. Cost $247.43 Unrealized
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $531 Shares 3,201 Est. Cost $118.14 Unrealized +18.4%
ADBE ADOBE INC 0.1%
Value ($000) $524 Shares 1,070 Est. Cost $279.66 Unrealized +66.3%
PEP PEPSICO INC 0.1%
Value ($000) $497 Shares 3,583 Est. Cost $100.52 Unrealized +14.6%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $496 Shares 3,557 Est. Cost $102.35 Unrealized +22.1%
NKE NIKE INC 0.1%
Value ($000) $484 Shares 3,852 Est. Cost $52.14 Unrealized +91.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $455 Shares 5,850 Est. Cost $65.65 Unrealized -7.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $452 Shares 6,033 Est. Cost $62.13 Unrealized -5.3%
BUD ANHEUSER-BUSCH INBEV NV 0.1%
Value ($000) $436 Shares 8,097 Est. Cost $49.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $417 Shares 1,956 Est. Cost $189.88 Unrealized +7.7%
IBM IBM CORP 0.1%
Value ($000) $398 Shares 3,276 Est. Cost $96.84 Unrealized -3.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $388 Shares 2,621 Est. Cost $75.91 Unrealized +92.0%
DVYE ISHARES 0.1%
Value ($000) $381 Shares 12,665 Est. Cost $40.46 Unrealized
CHCO CITY HOLDING CO 0.1%
Value ($000) $378 Shares 6,567 Est. Cost $55.11 Unrealized -3.4%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $378 Shares 4,244 Est. Cost $91.37 Unrealized -7.9%
IWV ISHARES 0.1%
Value ($000) $346 Shares 1,770 Est. Cost $158.19 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $340 Shares 8,782 Est. Cost $31.95 Unrealized -14.9%
JERNIGAN CAPITAL INC 0.1%
Value ($000) $333 Shares 19,410 Est. Cost $18.21 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $332 Shares 1,267 Est. Cost $209.10 Unrealized +22.5%
IBB ISHARES 0.1%
Value ($000) $330 Shares 2,435 Est. Cost $107.87 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $325 Shares 1,044 Est. Cost $263.40 Unrealized +6.8%
IEFA ISHARES 0.1%
Value ($000) $296 Shares 4,918 Est. Cost $60.19 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $295 Shares 873 Est. Cost $174.48 Unrealized +80.9%
BABA ALIBABA GROUP HOLDING 0.1%
Value ($000) $295 Shares 1,003 Est. Cost $217.58 Unrealized
AR ANTERO RESOURCES CORP 0.1%
Value ($000) $293 Shares 106,405 Est. Cost $13.64 Unrealized -76.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $290 Shares 3,077 Est. Cost $81.75 Unrealized +0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $270 Shares 4,313 Est. Cost $47.71 Unrealized +18.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $267 Shares 42,710 Est. Cost $14.31 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $261 Shares 1,040 Est. Cost $216.28 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $260 Shares 1,172 Est. Cost $179.78 Unrealized 0.0%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $259 Shares 800 Est. Cost $220.07 Unrealized +35.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $257 Shares 8,406 Est. Cost $26.37 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $254 Shares 4,262 Est. Cost $49.37 Unrealized +6.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $247 Shares 4,000 Est. Cost $35.78 Unrealized +45.6%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $246 Shares 1,115 Est. Cost $175.54 Unrealized +16.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $238 Shares 1,230 Est. Cost $142.90 Unrealized +17.1%
OC OWENS CORNING INC 0.0%
Value ($000) $227 Shares 3,297 Est. Cost $84.25 Unrealized -23.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $225 Shares 1,525 Est. Cost $88.92 Unrealized +38.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $224 Shares 584 Est. Cost $292.17 Unrealized +12.6%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $224 Shares 8,909 Est. Cost $62.50 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $224 Shares 9,307 Est. Cost $20.67 Unrealized +5.6%
PFF ISHARES 0.0%
Value ($000) $219 Shares 6,000 Est. Cost $36.50 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.0%
Value ($000) $215 Shares 2,585 Est. Cost $43.16 Unrealized +71.3%
DVY ISHARES 0.0%
Value ($000) $200 Shares 2,459 Est. Cost $81.33 Unrealized
PREMIER FINANCIAL BANKCORP INC 0.0%
Value ($000) $185 Shares 17,125 Est. Cost $19.78 Unrealized
FNB FNB CORP 0.0%
Value ($000) $148 Shares 21,900 Est. Cost $8.71 Unrealized -31.5%
PKTX PROTOKINETIX INC 0.0%
Value ($000) $7 Shares 60,264 Est. Cost $0.06 Unrealized +51.1%