UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 23, 2021

Total Value ($000): $728,109 (100.0% shares, 0.0% debt)

Holdings (174)

IJR ISHARES 9.1%
Value ($000) $66,051 Shares 608,596 Est. Cost $68.12 Unrealized
HUBB HUBBELL INC 6.8%
Value ($000) $49,510 Shares 264,916 Est. Cost $105.53 Unrealized +51.1%
UBSI UNITED BANKSHARES INC 4.5%
Value ($000) $32,508 Shares 842,603 Est. Cost $35.96 Unrealized +2.0%
AAPL APPLE INC 4.4%
Value ($000) $31,988 Shares 261,870 Est. Cost $86.72 Unrealized +44.2%
MSFT MICROSOFT 4.2%
Value ($000) $30,358 Shares 128,765 Est. Cost $70.48 Unrealized +216.3%
SCHP SCHWAB 3.5%
Value ($000) $25,727 Shares 420,663 Est. Cost $61.16 Unrealized
ABT ABBOTT LABORATORIES 2.7%
Value ($000) $19,823 Shares 165,416 Est. Cost $45.24 Unrealized +140.1%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $18,111 Shares 118,965 Est. Cost $85.02 Unrealized +49.7%
UNP UNION PACIFIC 2.4%
Value ($000) $17,619 Shares 79,937 Est. Cost $97.49 Unrealized +92.9%
CVX CHEVRON CORPORATION 2.4%
Value ($000) $17,603 Shares 167,986 Est. Cost $78.69 Unrealized +1.1%
CSCO CISCO SYSTEMS INC 2.4%
Value ($000) $17,361 Shares 335,738 Est. Cost $28.38 Unrealized +43.1%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $17,317 Shares 105,370 Est. Cost $112.26 Unrealized +25.4%
AMGN AMGEN INC 2.3%
Value ($000) $16,908 Shares 67,957 Est. Cost $139.24 Unrealized +47.0%
GLW CORNING INC 2.3%
Value ($000) $16,878 Shares 387,912 Est. Cost $23.42 Unrealized +43.4%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $16,342 Shares 120,672 Est. Cost $72.44 Unrealized +59.7%
MCD MCDONALDS CORP 2.2%
Value ($000) $16,096 Shares 71,811 Est. Cost $133.50 Unrealized +43.3%
DOV DOVER CORP 2.1%
Value ($000) $15,436 Shares 112,563 Est. Cost $75.70 Unrealized +58.0%
USB US BANCORP 2.1%
Value ($000) $14,931 Shares 269,952 Est. Cost $41.03 Unrealized -1.7%
MRK MERCK & CO INC 2.0%
Value ($000) $14,910 Shares 193,413 Est. Cost $48.64 Unrealized +29.6%
IRM IRON MOUNTAIN INC 2.0%
Value ($000) $14,662 Shares 396,152 Est. Cost $22.65 Unrealized +20.1%
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $14,450 Shares 160,158 Est. Cost $55.48 Unrealized +40.2%
WM WASTE MANAGEMENT INC 2.0%
Value ($000) $14,320 Shares 110,999 Est. Cost $79.50 Unrealized +36.1%
CLX CLOROX CO 1.9%
Value ($000) $14,066 Shares 72,929 Est. Cost $130.13 Unrealized +26.8%
D DOMINION ENERGY INC. 1.9%
Value ($000) $13,961 Shares 183,781 Est. Cost $57.58 Unrealized +1.6%
HRL HORMEL FOODS CORP 1.8%
Value ($000) $13,349 Shares 279,400 Est. Cost $29.27 Unrealized +40.1%
VO VANGUARD 1.6%
Value ($000) $11,994 Shares 54,190 Est. Cost $140.06 Unrealized
CHD CHURCH & DWIGHT INC 1.3%
Value ($000) $9,727 Shares 111,357 Est. Cost $78.77 Unrealized 0.0%
IEF ISHARES 0.9%
Value ($000) $6,585 Shares 58,303 Est. Cost $108.61 Unrealized
KLAC KLA CORPORATION 0.8%
Value ($000) $5,636 Shares 17,058 Est. Cost $97.14 Unrealized +194.3%
VTI VANGUARD 0.6%
Value ($000) $4,691 Shares 22,697 Est. Cost $138.48 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,343 Shares 77,777 Est. Cost $55.04 Unrealized -21.3%
T AT&T INC 0.6%
Value ($000) $4,294 Shares 141,853 Est. Cost $14.39 Unrealized +12.2%
VUG VANGUARD 0.5%
Value ($000) $3,833 Shares 14,911 Est. Cost $119.43 Unrealized
VTV VANGUARD 0.5%
Value ($000) $3,505 Shares 26,664 Est. Cost $88.25 Unrealized
SPY SPDR 0.5%
Value ($000) $3,475 Shares 8,770 Est. Cost $270.44 Unrealized
URI UNITED RENTALS INC 0.5%
Value ($000) $3,471 Shares 10,541 Est. Cost $108.13 Unrealized +153.7%
ALB ALBEMARLE CORP 0.5%
Value ($000) $3,382 Shares 23,150 Est. Cost $62.51 Unrealized +142.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,377 Shares 58,067 Est. Cost $38.11 Unrealized +10.8%
KO COCA COLA CO 0.5%
Value ($000) $3,334 Shares 63,266 Est. Cost $37.40 Unrealized +16.0%
IWB ISHARES 0.4%
Value ($000) $3,165 Shares 14,139 Est. Cost $211.83 Unrealized
IJH ISHARES 0.4%
Value ($000) $3,106 Shares 11,932 Est. Cost $185.96 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $2,906 Shares 80,216 Est. Cost $27.13 Unrealized +3.3%
LQD ISHARES 0.4%
Value ($000) $2,784 Shares 21,409 Est. Cost $138.12 Unrealized
TFC TRUIST FINANCIAL CORP 0.4%
Value ($000) $2,718 Shares 46,617 Est. Cost $40.89 Unrealized +6.6%
ESTC ELASTIC NV 0.4%
Value ($000) $2,653 Shares 23,855 Est. Cost $81.63 Unrealized +74.0%
VNQ VANGUARD 0.4%
Value ($000) $2,597 Shares 28,274 Est. Cost $79.32 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,543 Shares 822 Est. Cost $97.73 Unrealized +62.2%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,345 Shares 12,710 Est. Cost $121.96 Unrealized +47.7%
AEP AMERICAN ELECTRIC PWR INC 0.3%
Value ($000) $2,301 Shares 27,167 Est. Cost $62.27 Unrealized +8.4%
ABBV ABBVIE INC 0.3%
Value ($000) $2,157 Shares 19,933 Est. Cost $59.50 Unrealized +49.4%
CMCSA COMCAST CORP 0.3%
Value ($000) $2,070 Shares 38,254 Est. Cost $32.47 Unrealized +42.1%
BIV VANGUARD 0.3%
Value ($000) $2,058 Shares 23,190 Est. Cost $83.64 Unrealized
IWR ISHARES 0.3%
Value ($000) $2,047 Shares 27,695 Est. Cost $72.34 Unrealized
CAT CATERPILLAR INC. 0.3%
Value ($000) $2,017 Shares 8,700 Est. Cost $120.95 Unrealized +56.3%
MMM 3M CO 0.3%
Value ($000) $1,979 Shares 10,270 Est. Cost $138.88 Unrealized -9.9%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,923 Shares 7,162 Est. Cost $148.05 Unrealized +54.6%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,917 Shares 30,346 Est. Cost $42.00 Unrealized +21.5%
VXUS VANGUARD 0.3%
Value ($000) $1,883 Shares 30,035 Est. Cost $55.86 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,782 Shares 864 Est. Cost $65.59 Unrealized +49.3%
HD HOME DEPOT INC 0.2%
Value ($000) $1,759 Shares 5,763 Est. Cost $178.45 Unrealized +37.0%
IWM ISHARES 0.2%
Value ($000) $1,677 Shares 7,592 Est. Cost $170.23 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,651 Shares 25,801 Est. Cost $37.99 Unrealized +42.4%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,641 Shares 8,685 Est. Cost $100.10 Unrealized +51.2%
DAL DELTA AIR LINES 0.2%
Value ($000) $1,638 Shares 33,920 Est. Cost $24.75 Unrealized +73.9%
VWO VANGUARD 0.2%
Value ($000) $1,597 Shares 30,687 Est. Cost $43.03 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,591 Shares 7,329 Est. Cost $127.63 Unrealized +38.4%
MDY SPDR 0.2%
Value ($000) $1,518 Shares 3,189 Est. Cost $345.43 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,452 Shares 8,539 Est. Cost $92.74 Unrealized +42.3%
V VISA INC 0.2%
Value ($000) $1,309 Shares 6,185 Est. Cost $148.45 Unrealized +36.9%
EFA ISHARES 0.2%
Value ($000) $1,252 Shares 16,507 Est. Cost $61.68 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $1,241 Shares 4,213 Est. Cost $253.49 Unrealized +5.5%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,222 Shares 4,344 Est. Cost $112.21 Unrealized +114.0%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,177 Shares 12,195 Est. Cost $67.32 Unrealized +12.1%
EEM ISHARES 0.2%
Value ($000) $1,133 Shares 21,249 Est. Cost $39.82 Unrealized
IWF ISHARES 0.2%
Value ($000) $1,112 Shares 4,576 Est. Cost $136.73 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,091 Shares 527 Est. Cost $47.40 Unrealized +107.8%
IEFA ISHARES 0.1%
Value ($000) $1,049 Shares 14,560 Est. Cost $66.85 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,042 Shares 10,805 Est. Cost $20.48 Unrealized +39.5%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $1,027 Shares 5,400 Est. Cost $130.48 Unrealized +20.3%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,000 Shares 5,701 Est. Cost $103.91 Unrealized +33.3%
SO SOUTHERN CO 0.1%
Value ($000) $998 Shares 16,053 Est. Cost $39.96 Unrealized +24.7%
BSV VANGUARD 0.1%
Value ($000) $910 Shares 11,072 Est. Cost $79.12 Unrealized
ITA ISHARES 0.1%
Value ($000) $895 Shares 8,600 Est. Cost $94.77 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $876 Shares 3,952 Est. Cost $169.87 Unrealized +8.9%
VYM VANGUARD 0.1%
Value ($000) $875 Shares 8,653 Est. Cost $91.53 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $862 Shares 6,092 Est. Cost $108.66 Unrealized +8.5%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $826 Shares 3,400 Est. Cost $206.72 Unrealized +21.9%
RVTY PERKINELMER INC 0.1%
Value ($000) $821 Shares 6,400 Est. Cost $91.68 Unrealized +49.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $816 Shares 10,560 Est. Cost $54.71 Unrealized +19.3%
ACN ACCENTURE 0.1%
Value ($000) $804 Shares 2,910 Est. Cost $224.58 Unrealized +7.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $791 Shares 10,464 Est. Cost $60.34 Unrealized +14.0%
VB VANGUARD 0.1%
Value ($000) $789 Shares 3,686 Est. Cost $148.94 Unrealized
IBM IBM CORP 0.1%
Value ($000) $744 Shares 5,581 Est. Cost $95.48 Unrealized +2.7%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $743 Shares 3,943 Est. Cost $107.67 Unrealized +45.5%
INTU INTUIT INC 0.1%
Value ($000) $732 Shares 1,910 Est. Cost $345.50 Unrealized +8.2%
DE DEERE & CO 0.1%
Value ($000) $710 Shares 1,897 Est. Cost $200.89 Unrealized +53.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $705 Shares 3,771 Est. Cost $95.87 Unrealized +94.1%
VV VANGUARD 0.1%
Value ($000) $674 Shares 3,636 Est. Cost $122.66 Unrealized
CYRUSONE INC 0.1%
Value ($000) $670 Shares 9,900 Est. Cost $76.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $666 Shares 2,606 Est. Cost $198.75 Unrealized +22.2%
XLK SPDR 0.1%
Value ($000) $664 Shares 5,000 Est. Cost $130.00 Unrealized
DIA SPDR 0.1%
Value ($000) $642 Shares 1,944 Est. Cost $247.43 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $625 Shares 8,350 Est. Cost $65.34 Unrealized -9.5%
WFG WEST FRASER TIMBER CO LTD 0.1%
Value ($000) $619 Shares 8,586 Est. Cost $65.90 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $589 Shares 44,826 Est. Cost $14.15 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $585 Shares 8,335 Est. Cost $52.60 Unrealized +15.2%
HYG ISHARES 0.1%
Value ($000) $550 Shares 6,312 Est. Cost $87.29 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $526 Shares 5,933 Est. Cost $62.13 Unrealized +7.5%
PDBC INVESCO 0.1%
Value ($000) $509 Shares 29,504 Est. Cost $15.25 Unrealized
NKE NIKE INC 0.1%
Value ($000) $508 Shares 3,821 Est. Cost $52.14 Unrealized +148.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $492 Shares 9,617 Est. Cost $31.50 Unrealized -3.4%
ARKK ARK 0.1%
Value ($000) $485 Shares 4,043 Est. Cost $119.96 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $475 Shares 1,000 Est. Cost $279.66 Unrealized +67.1%
IVW ISHARES 0.1%
Value ($000) $469 Shares 7,200 Est. Cost $79.61 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $449 Shares 2,269 Est. Cost $163.21 Unrealized 0.0%
WMT WALMART 0.1%
Value ($000) $441 Shares 3,248 Est. Cost $45.13 Unrealized -4.0%
CME CME GROUP INC 0.1%
Value ($000) $429 Shares 2,100 Est. Cost $138.43 Unrealized +17.9%
IWV ISHARES 0.1%
Value ($000) $420 Shares 1,770 Est. Cost $158.19 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $410 Shares 1,800 Est. Cost $180.83 Unrealized +15.0%
DON WISDOMTREE 0.1%
Value ($000) $408 Shares 10,084 Est. Cost $34.18 Unrealized
RWR SPDR 0.1%
Value ($000) $402 Shares 4,250 Est. Cost $86.59 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $392 Shares 3,625 Est. Cost $92.76 Unrealized +4.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $387 Shares 1,048 Est. Cost $295.62 Unrealized +1.5%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $386 Shares 1 Est. Cost $330761.80 Unrealized +10.9%
DOW DOW INC 0.1%
Value ($000) $365 Shares 5,705 Est. Cost $39.03 Unrealized +17.4%
NFLX NETFLIX INC. 0.1%
Value ($000) $365 Shares 700 Est. Cost $53.04 Unrealized 0.0%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $359 Shares 8,506 Est. Cost $26.49 Unrealized +37.6%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $353 Shares 2,000 Est. Cost $188.09 Unrealized -5.7%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $350 Shares 4,645 Est. Cost $57.18 Unrealized +8.9%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $349 Shares 3,516 Est. Cost $88.75 Unrealized -1.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $345 Shares 3,000 Est. Cost $81.85 Unrealized +19.4%
IBB ISHARES 0.0%
Value ($000) $332 Shares 2,208 Est. Cost $107.87 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $330 Shares 2,500 Est. Cost $98.98 Unrealized +12.9%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $326 Shares 2,760 Est. Cost $64.64 Unrealized +52.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $325 Shares 2,093 Est. Cost $58.37 Unrealized +15.7%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $317 Shares 800 Est. Cost $220.07 Unrealized +66.3%
GIS GENERAL MILLS INC 0.0%
Value ($000) $313 Shares 5,100 Est. Cost $39.04 Unrealized +25.4%
MA MASTERCARD INC 0.0%
Value ($000) $311 Shares 875 Est. Cost $196.31 Unrealized +73.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $310 Shares 8,026 Est. Cost $20.67 Unrealized +48.2%
OC OWENS CORNING INC 0.0%
Value ($000) $304 Shares 3,297 Est. Cost $84.25 Unrealized -0.5%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $296 Shares 1,115 Est. Cost $175.54 Unrealized +33.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $294 Shares 1,838 Est. Cost $110.12 Unrealized +35.0%
FCNCA FIRST CITIZENS BANCSHARES INC 0.0%
Value ($000) $293 Shares 351 Est. Cost $495.92 Unrealized +43.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $291 Shares 4,252 Est. Cost $47.71 Unrealized +27.3%
DVY ISHARES 0.0%
Value ($000) $280 Shares 2,459 Est. Cost $81.33 Unrealized
PREMIER FINANCIAL BANKCORP INC 0.0%
Value ($000) $279 Shares 15,000 Est. Cost $19.78 Unrealized
FNB FNB CORP 0.0%
Value ($000) $278 Shares 21,900 Est. Cost $8.71 Unrealized +11.1%
TSLA TESLA INC 0.0%
Value ($000) $277 Shares 415 Est. Cost $251.06 Unrealized 0.0%
WALGREEN BOOTS ALLIANCE INC 0.0%
Value ($000) $270 Shares 4,934 Est. Cost $54.72 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $270 Shares 8,538 Est. Cost $8.05 Unrealized +17.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $259 Shares 1,719 Est. Cost $116.62 Unrealized +14.2%
PSX PHILLIPS 66 0.0%
Value ($000) $257 Shares 3,149 Est. Cost $64.91 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $251 Shares 4,902 Est. Cost $42.88 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $245 Shares 2,245 Est. Cost $94.02 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $243 Shares 6,219 Est. Cost $31.62 Unrealized 0.0%
CDW CDW CORPORATION OF DELAWARE 0.0%
Value ($000) $232 Shares 1,400 Est. Cost $140.79 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $231 Shares 2,200 Est. Cost $88.59 Unrealized +8.1%
PFF ISHARES 0.0%
Value ($000) $230 Shares 6,000 Est. Cost $36.50 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $226 Shares 795 Est. Cost $234.19 Unrealized 0.0%
XLU SPDR 0.0%
Value ($000) $224 Shares 3,500 Est. Cost $62.57 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $223 Shares 1,357 Est. Cost $164.33 Unrealized
MPC MARATHON PETROLEUM 0.0%
Value ($000) $217 Shares 4,054 Est. Cost $44.61 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $215 Shares 4,621 Est. Cost $33.76 Unrealized +24.1%
SCZ ISHARES 0.0%
Value ($000) $214 Shares 2,975 Est. Cost $68.24 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $212 Shares 1,000 Est. Cost $216.28 Unrealized +1.7%
MVBF MVB FINANCIAL CORP 0.0%
Value ($000) $211 Shares 6,250 Est. Cost $24.64 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $209 Shares 1,504 Est. Cost $88.92 Unrealized +24.7%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $208 Shares 1,475 Est. Cost $124.36 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $207 Shares 1,791 Est. Cost $93.07 Unrealized 0.0%
HRI HERC HOLDINGS INC 0.0%
Value ($000) $203 Shares 2,000 Est. Cost $74.46 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $202 Shares 779 Est. Cost $221.90 Unrealized 0.0%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $201 Shares 2,700 Est. Cost $48.82 Unrealized +20.0%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $164 Shares 16,085 Est. Cost $13.64 Unrealized -37.9%
PKTX PROTOKINETIX INC 0.0%
Value ($000) $12 Shares 60,264 Est. Cost $0.06 Unrealized +113.4%