UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 18, 2021

Total Value ($000): $668,613 (100.0% shares, 0.0% debt)

Holdings (165)

IJR ISHARES 9.3%
Value ($000) $61,863 Shares 673,161 Est. Cost $68.12 Unrealized
HUBB HUBBELL INC 6.2%
Value ($000) $41,536 Shares 264,916 Est. Cost $105.53 Unrealized +33.2%
AAPL APPLE INC 5.3%
Value ($000) $35,405 Shares 266,826 Est. Cost $86.72 Unrealized +34.9%
UBSI UNITED BANKSHARES INC 4.9%
Value ($000) $32,744 Shares 1,010,631 Est. Cost $35.96 Unrealized -21.5%
MSFT MICROSOFT 4.3%
Value ($000) $28,896 Shares 129,911 Est. Cost $70.48 Unrealized +192.3%
IEF ISHARES 4.0%
Value ($000) $26,678 Shares 222,407 Est. Cost $108.61 Unrealized
ABT ABBOTT LABORATORIES 2.8%
Value ($000) $18,595 Shares 169,835 Est. Cost $45.24 Unrealized +119.4%
UNP UNION PACIFIC 2.5%
Value ($000) $16,555 Shares 79,506 Est. Cost $97.49 Unrealized +82.7%
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $15,990 Shares 114,919 Est. Cost $70.28 Unrealized +75.2%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $15,931 Shares 101,222 Est. Cost $111.09 Unrealized +14.8%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $15,317 Shares 120,539 Est. Cost $85.02 Unrealized +15.4%
AMGN AMGEN INC 2.3%
Value ($000) $15,197 Shares 66,095 Est. Cost $137.39 Unrealized +42.9%
MCD MCDONALDS CORP 2.2%
Value ($000) $14,853 Shares 69,220 Est. Cost $131.34 Unrealized +47.1%
MRK MERCK & CO INC 2.2%
Value ($000) $14,773 Shares 180,593 Est. Cost $47.62 Unrealized +36.2%
CSCO CISCO SYSTEMS INC 2.2%
Value ($000) $14,676 Shares 327,950 Est. Cost $28.09 Unrealized +25.6%
GLW CORNING INC 2.2%
Value ($000) $14,663 Shares 407,292 Est. Cost $23.42 Unrealized +31.8%
DOV DOVER CORP 2.1%
Value ($000) $14,352 Shares 113,677 Est. Cost $75.70 Unrealized +46.8%
CVX CHEVRON CORPORATION 2.1%
Value ($000) $14,065 Shares 166,540 Est. Cost $78.69 Unrealized -17.4%
CLX CLOROX CO 2.1%
Value ($000) $13,808 Shares 68,382 Est. Cost $127.81 Unrealized +38.0%
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $13,473 Shares 167,628 Est. Cost $55.48 Unrealized +20.4%
D DOMINION ENERGY INC. 1.9%
Value ($000) $12,803 Shares 170,250 Est. Cost $57.50 Unrealized +10.3%
WM WASTE MANAGEMENT INC 1.9%
Value ($000) $12,548 Shares 106,396 Est. Cost $78.26 Unrealized +37.3%
USB US BANCORP 1.9%
Value ($000) $12,499 Shares 268,273 Est. Cost $41.03 Unrealized -17.5%
HRL HORMEL FOODS CORP 1.9%
Value ($000) $12,497 Shares 268,100 Est. Cost $28.77 Unrealized +46.2%
IRM IRON MOUNTAIN INC 1.8%
Value ($000) $11,915 Shares 404,175 Est. Cost $22.65 Unrealized -2.3%
VO VANGUARD 1.7%
Value ($000) $11,205 Shares 54,190 Est. Cost $140.06 Unrealized
VTI VANGUARD 0.7%
Value ($000) $4,559 Shares 23,424 Est. Cost $138.48 Unrealized
KLAC KLA CORPORATION 0.7%
Value ($000) $4,417 Shares 17,058 Est. Cost $97.14 Unrealized +127.0%
T AT&T INC 0.6%
Value ($000) $4,187 Shares 145,566 Est. Cost $14.39 Unrealized +6.9%
VUG VANGUARD 0.6%
Value ($000) $4,113 Shares 16,236 Est. Cost $119.43 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $3,673 Shares 66,976 Est. Cost $37.40 Unrealized +18.4%
ESTC ELASTIC NV 0.5%
Value ($000) $3,486 Shares 23,855 Est. Cost $81.63 Unrealized +50.6%
IJH ISHARES 0.5%
Value ($000) $3,458 Shares 15,043 Est. Cost $185.96 Unrealized
ALB ALBEMARLE CORP 0.5%
Value ($000) $3,415 Shares 23,150 Est. Cost $62.51 Unrealized +78.7%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,350 Shares 57,021 Est. Cost $38.04 Unrealized +15.6%
VTV VANGUARD 0.5%
Value ($000) $3,337 Shares 28,053 Est. Cost $88.25 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,244 Shares 78,706 Est. Cost $55.04 Unrealized -44.8%
SPY SPDR 0.5%
Value ($000) $3,156 Shares 8,443 Est. Cost $265.56 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $3,028 Shares 82,248 Est. Cost $27.13 Unrealized +5.5%
LQD ISHARES 0.4%
Value ($000) $3,002 Shares 21,734 Est. Cost $138.12 Unrealized
IWB ISHARES 0.4%
Value ($000) $2,995 Shares 14,139 Est. Cost $211.83 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,628 Shares 807 Est. Cost $96.60 Unrealized +65.2%
URI UNITED RENTALS INC 0.4%
Value ($000) $2,445 Shares 10,541 Est. Cost $108.13 Unrealized +89.2%
VNQ VANGUARD 0.4%
Value ($000) $2,394 Shares 28,185 Est. Cost $79.32 Unrealized
AEP AMERICAN ELECTRIC PWR INC 0.4%
Value ($000) $2,347 Shares 28,187 Est. Cost $62.27 Unrealized +15.6%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,326 Shares 12,837 Est. Cost $121.96 Unrealized +15.0%
CYRUSONE INC 0.3%
Value ($000) $2,260 Shares 30,900 Est. Cost $76.93 Unrealized
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $2,245 Shares 46,839 Est. Cost $40.89 Unrealized -12.8%
BIV VANGUARD 0.3%
Value ($000) $2,153 Shares 23,190 Est. Cost $83.64 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,142 Shares 34,528 Est. Cost $42.00 Unrealized +19.1%
ABBV ABBVIE INC 0.3%
Value ($000) $2,136 Shares 19,933 Est. Cost $59.50 Unrealized +32.7%
MMM 3M CO 0.3%
Value ($000) $1,944 Shares 11,120 Est. Cost $138.88 Unrealized -15.4%
IWR ISHARES 0.3%
Value ($000) $1,929 Shares 28,135 Est. Cost $72.34 Unrealized
CMCSA COMCAST CORP 0.3%
Value ($000) $1,895 Shares 36,160 Est. Cost $31.68 Unrealized +31.5%
VXUS VANGUARD 0.3%
Value ($000) $1,807 Shares 30,035 Est. Cost $55.86 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,765 Shares 7,426 Est. Cost $148.05 Unrealized +38.3%
IEI ISHARES 0.2%
Value ($000) $1,605 Shares 12,069 Est. Cost $120.85 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,599 Shares 7,517 Est. Cost $127.63 Unrealized +28.3%
CAT CATERPILLAR INC. 0.2%
Value ($000) $1,593 Shares 8,752 Est. Cost $120.95 Unrealized +27.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,556 Shares 888 Est. Cost $65.59 Unrealized +27.3%
VWO VANGUARD 0.2%
Value ($000) $1,537 Shares 30,687 Est. Cost $43.03 Unrealized
IWM ISHARES 0.2%
Value ($000) $1,488 Shares 7,592 Est. Cost $170.23 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,463 Shares 8,914 Est. Cost $100.10 Unrealized +34.5%
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $1,433 Shares 14,658 Est. Cost $64.64 Unrealized +38.3%
V VISA INC 0.2%
Value ($000) $1,381 Shares 6,318 Est. Cost $148.45 Unrealized +32.8%
DAL DELTA AIR LINES 0.2%
Value ($000) $1,364 Shares 33,920 Est. Cost $24.75 Unrealized +43.0%
IEFA ISHARES 0.2%
Value ($000) $1,346 Shares 19,478 Est. Cost $66.85 Unrealized
MDY SPDR 0.2%
Value ($000) $1,339 Shares 3,189 Est. Cost $345.43 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,332 Shares 7,907 Est. Cost $89.60 Unrealized +52.8%
HD HOME DEPOT INC 0.2%
Value ($000) $1,331 Shares 5,009 Est. Cost $168.52 Unrealized +43.9%
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $1,306 Shares 40,332 Est. Cost $34.36 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,270 Shares 13,878 Est. Cost $67.32 Unrealized +12.4%
EFA ISHARES 0.2%
Value ($000) $1,204 Shares 16,507 Est. Cost $61.68 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,187 Shares 4,344 Est. Cost $112.21 Unrealized +120.6%
META FACEBOOK INC 0.2%
Value ($000) $1,166 Shares 4,267 Est. Cost $253.49 Unrealized +7.4%
INTC INTEL CORP 0.2%
Value ($000) $1,157 Shares 23,218 Est. Cost $36.20 Unrealized +21.6%
EEM ISHARES 0.2%
Value ($000) $1,134 Shares 21,938 Est. Cost $39.82 Unrealized
IWF ISHARES 0.2%
Value ($000) $1,103 Shares 4,576 Est. Cost $136.73 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,041 Shares 594 Est. Cost $47.40 Unrealized +76.7%
SO SOUTHERN CO 0.1%
Value ($000) $986 Shares 16,053 Est. Cost $39.96 Unrealized +23.9%
CSX CSX CORP 0.1%
Value ($000) $981 Shares 10,805 Est. Cost $20.48 Unrealized +30.9%
BSV VANGUARD 0.1%
Value ($000) $918 Shares 11,072 Est. Cost $79.12 Unrealized
RVTY PERKINELMER INC 0.1%
Value ($000) $918 Shares 6,400 Est. Cost $91.68 Unrealized +43.5%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $875 Shares 5,451 Est. Cost $130.48 Unrealized +13.5%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $863 Shares 5,791 Est. Cost $103.91 Unrealized +2.5%
ITA ISHARES 0.1%
Value ($000) $815 Shares 8,600 Est. Cost $94.77 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $804 Shares 3,432 Est. Cost $206.72 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $799 Shares 5,383 Est. Cost $107.44 Unrealized +12.8%
VYM VANGUARD 0.1%
Value ($000) $792 Shares 8,653 Est. Cost $91.53 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $759 Shares 10,617 Est. Cost $54.71 Unrealized +6.8%
VB VANGUARD 0.1%
Value ($000) $751 Shares 3,857 Est. Cost $148.94 Unrealized
SHV ISHARES 0.1%
Value ($000) $726 Shares 6,567 Est. Cost $110.71 Unrealized
DON WISDOMTREE 0.1%
Value ($000) $710 Shares 20,405 Est. Cost $34.18 Unrealized
ACN ACCENTURE 0.1%
Value ($000) $696 Shares 2,666 Est. Cost $223.05 Unrealized 0.0%
IBM IBM CORP 0.1%
Value ($000) $694 Shares 5,512 Est. Cost $95.45 Unrealized -2.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $669 Shares 8,668 Est. Cost $58.59 Unrealized +12.0%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $659 Shares 3,230 Est. Cost $166.49 Unrealized +8.7%
XLK SPDR 0.1%
Value ($000) $650 Shares 5,000 Est. Cost $130.00 Unrealized
VV VANGUARD 0.1%
Value ($000) $639 Shares 3,636 Est. Cost $122.66 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $637 Shares 3,771 Est. Cost $95.87 Unrealized +47.5%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $626 Shares 3,557 Est. Cost $102.35 Unrealized +44.1%
IVW ISHARES 0.1%
Value ($000) $625 Shares 9,800 Est. Cost $79.61 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $613 Shares 1,613 Est. Cost $340.30 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $603 Shares 8,350 Est. Cost $65.34 Unrealized -1.1%
DIA SPDR 0.1%
Value ($000) $594 Shares 1,944 Est. Cost $247.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $569 Shares 2,456 Est. Cost $196.05 Unrealized +12.3%
HYG ISHARES 0.1%
Value ($000) $551 Shares 6,312 Est. Cost $87.29 Unrealized
NORBORD INC 0.1%
Value ($000) $550 Shares 12,721 Est. Cost $31.06 Unrealized
NKE NIKE INC 0.1%
Value ($000) $544 Shares 3,852 Est. Cost $52.14 Unrealized +136.3%
ADBE ADOBE INC 0.1%
Value ($000) $535 Shares 1,070 Est. Cost $279.66 Unrealized +72.8%
DE DEERE & CO 0.1%
Value ($000) $528 Shares 1,964 Est. Cost $200.89 Unrealized +15.5%
ORCL ORACLE CORP 0.1%
Value ($000) $515 Shares 7,962 Est. Cost $52.22 Unrealized +6.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $499 Shares 6,033 Est. Cost $62.13 Unrealized -2.9%
GENERAL ELECTRIC CO 0.1%
Value ($000) $484 Shares 44,826 Est. Cost $14.15 Unrealized
CHCO CITY HOLDING CO 0.1%
Value ($000) $457 Shares 6,567 Est. Cost $55.11 Unrealized +0.9%
PDBC INVESCO 0.1%
Value ($000) $450 Shares 29,504 Est. Cost $15.25 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $446 Shares 4,244 Est. Cost $91.37 Unrealized -1.9%
WMT WALMART 0.1%
Value ($000) $441 Shares 3,058 Est. Cost $45.24 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $415 Shares 2,000 Est. Cost $188.09 Unrealized 0.0%
IWV ISHARES 0.1%
Value ($000) $396 Shares 1,770 Est. Cost $158.19 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $395 Shares 9,617 Est. Cost $31.50 Unrealized -15.2%
YUM YUM! BRANDS INC 0.1%
Value ($000) $394 Shares 3,625 Est. Cost $92.76 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $394 Shares 1,800 Est. Cost $180.83 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $382 Shares 2,100 Est. Cost $138.43 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $370 Shares 2,400 Est. Cost $110.12 Unrealized +22.9%
RWR SPDR 0.1%
Value ($000) $368 Shares 4,250 Est. Cost $86.59 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $365 Shares 1,023 Est. Cost $196.31 Unrealized +64.7%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $348 Shares 1 Est. Cost $330761.80 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $345 Shares 3,139 Est. Cost $81.85 Unrealized +5.9%
DOW DOW INC 0.1%
Value ($000) $345 Shares 6,208 Est. Cost $39.03 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $342 Shares 9,745 Est. Cost $60.15 Unrealized
SDY SPDR 0.1%
Value ($000) $339 Shares 3,203 Est. Cost $95.53 Unrealized
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $339 Shares 3,516 Est. Cost $88.75 Unrealized 0.0%
IBB ISHARES 0.0%
Value ($000) $334 Shares 2,208 Est. Cost $107.87 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $317 Shares 8,406 Est. Cost $26.37 Unrealized +28.2%
GIS GENERAL MILLS INC 0.0%
Value ($000) $300 Shares 5,100 Est. Cost $39.04 Unrealized +30.3%
GRMN GARMIN LTD 0.0%
Value ($000) $299 Shares 2,500 Est. Cost $98.98 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $291 Shares 4,313 Est. Cost $47.71 Unrealized +25.9%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $287 Shares 800 Est. Cost $220.07 Unrealized +51.6%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $282 Shares 9,307 Est. Cost $20.67 Unrealized +14.5%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $280 Shares 1,115 Est. Cost $175.54 Unrealized +27.6%
QUAL ISHARES 0.0%
Value ($000) $275 Shares 2,366 Est. Cost $85.51 Unrealized
DVYE ISHARES 0.0%
Value ($000) $268 Shares 7,194 Est. Cost $40.46 Unrealized
OC OWENS CORNING INC 0.0%
Value ($000) $250 Shares 3,297 Est. Cost $84.25 Unrealized -13.5%
DVY ISHARES 0.0%
Value ($000) $237 Shares 2,459 Est. Cost $81.33 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $234 Shares 1,693 Est. Cost $56.21 Unrealized 0.0%
PFF ISHARES 0.0%
Value ($000) $231 Shares 6,000 Est. Cost $36.50 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $230 Shares 1,032 Est. Cost $216.28 Unrealized +11.1%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $229 Shares 3,357 Est. Cost $55.22 Unrealized 0.0%
PREMIER FINANCIAL BANKCORP INC 0.0%
Value ($000) $228 Shares 17,125 Est. Cost $19.78 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $228 Shares 1,621 Est. Cost $115.62 Unrealized 0.0%
MDU MDU RES GROUP INC 0.0%
Value ($000) $225 Shares 8,538 Est. Cost $8.05 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $224 Shares 2,200 Est. Cost $88.59 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $219 Shares 5,670 Est. Cost $33.76 Unrealized 0.0%
XLU SPDR 0.0%
Value ($000) $219 Shares 3,500 Est. Cost $62.57 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $209 Shares 3,223 Est. Cost $48.82 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $208 Shares 789 Est. Cost $263.62 Unrealized
FNB FNB CORP 0.0%
Value ($000) $208 Shares 21,900 Est. Cost $8.71 Unrealized -19.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $207 Shares 584 Est. Cost $292.17 Unrealized +9.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $205 Shares 1,525 Est. Cost $88.92 Unrealized +30.4%
SCZ ISHARES 0.0%
Value ($000) $203 Shares 2,975 Est. Cost $68.24 Unrealized
FCNCA FIRST CITIZENS BANCSHARES INC 0.0%
Value ($000) $202 Shares 351 Est. Cost $495.92 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $191 Shares 10,195 Est. Cost $13.33 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $171 Shares 31,405 Est. Cost $13.64 Unrealized -69.9%
PKTX PROTOKINETIX INC 0.0%
Value ($000) $6 Shares 60,264 Est. Cost $0.06 Unrealized +50.2%