UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $743,732 (100.0% shares, 0.0% debt)

Holdings (163)

IJR ISHARES 8.7%
Value ($000) $64,559 Shares 571,418 Est. Cost $68.12 Unrealized
HUBB HUBBELL INC 7.7%
Value ($000) $57,075 Shares 305,476 Est. Cost $114.76 Unrealized +52.6%
SCHP SCHWAB 6.1%
Value ($000) $45,120 Shares 721,812 Est. Cost $61.72 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $33,854 Shares 247,185 Est. Cost $86.72 Unrealized +45.8%
MSFT MICROSOFT 4.5%
Value ($000) $33,565 Shares 123,901 Est. Cost $70.48 Unrealized +247.2%
UBSI UNITED BANKSHARES INC 4.0%
Value ($000) $30,077 Shares 824,059 Est. Cost $35.96 Unrealized +9.3%
ABT ABBOTT LABORATORIES 2.5%
Value ($000) $18,778 Shares 161,978 Est. Cost $45.24 Unrealized +137.1%
UNP UNION PACIFIC 2.4%
Value ($000) $17,760 Shares 80,750 Est. Cost $98.52 Unrealized +103.4%
CVX CHEVRON CORPORATION 2.4%
Value ($000) $17,749 Shares 169,459 Est. Cost $78.69 Unrealized +10.7%
CSCO CISCO SYSTEMS INC 2.4%
Value ($000) $17,636 Shares 332,766 Est. Cost $28.38 Unrealized +61.5%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $17,420 Shares 105,738 Est. Cost $112.26 Unrealized +29.1%
IRM IRON MOUNTAIN INC 2.2%
Value ($000) $16,577 Shares 391,700 Est. Cost $22.65 Unrealized +53.0%
AMGN AMGEN INC 2.2%
Value ($000) $16,538 Shares 67,848 Est. Cost $139.24 Unrealized +52.6%
MCD MCDONALDS CORP 2.2%
Value ($000) $16,512 Shares 71,481 Est. Cost $133.50 Unrealized +56.8%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $16,401 Shares 121,557 Est. Cost $72.44 Unrealized +66.6%
DOV DOVER CORP 2.2%
Value ($000) $16,376 Shares 108,738 Est. Cost $75.70 Unrealized +83.7%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $16,259 Shares 104,533 Est. Cost $85.02 Unrealized +64.4%
WM WASTE MANAGEMENT INC 2.1%
Value ($000) $15,678 Shares 111,894 Est. Cost $79.50 Unrealized +61.7%
MRK MERCK & CO INC 2.1%
Value ($000) $15,426 Shares 198,359 Est. Cost $49.03 Unrealized +30.8%
GLW CORNING INC 2.1%
Value ($000) $15,409 Shares 376,756 Est. Cost $23.42 Unrealized +63.5%
USB US BANCORP 2.0%
Value ($000) $15,210 Shares 266,981 Est. Cost $41.03 Unrealized +16.3%
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $15,166 Shares 157,589 Est. Cost $55.48 Unrealized +54.1%
D DOMINION ENERGY INC. 1.9%
Value ($000) $13,933 Shares 189,384 Est. Cost $57.73 Unrealized +8.6%
HRL HORMEL FOODS CORP 1.9%
Value ($000) $13,858 Shares 290,224 Est. Cost $29.73 Unrealized +39.6%
CLX CLOROX CO 1.8%
Value ($000) $13,562 Shares 75,383 Est. Cost $131.02 Unrealized +20.2%
VO VANGUARD 1.7%
Value ($000) $12,329 Shares 51,943 Est. Cost $140.06 Unrealized
CHD CHURCH & DWIGHT INC 1.3%
Value ($000) $9,490 Shares 111,357 Est. Cost $78.77 Unrealized +4.0%
KLAC KLA CORPORATION 0.8%
Value ($000) $5,586 Shares 17,229 Est. Cost $99.20 Unrealized +207.4%
VTI VANGUARD 0.7%
Value ($000) $4,989 Shares 22,390 Est. Cost $138.48 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,630 Shares 73,400 Est. Cost $55.04 Unrealized -9.1%
VUG VANGUARD 0.6%
Value ($000) $4,277 Shares 14,911 Est. Cost $119.43 Unrealized
ALB ALBEMARLE CORP 0.5%
Value ($000) $3,869 Shares 22,967 Est. Cost $62.51 Unrealized +144.1%
T AT&T INC 0.5%
Value ($000) $3,840 Shares 133,389 Est. Cost $14.39 Unrealized +18.1%
SPY SPDR 0.5%
Value ($000) $3,743 Shares 8,744 Est. Cost $270.44 Unrealized
VTV VANGUARD 0.5%
Value ($000) $3,665 Shares 26,664 Est. Cost $88.25 Unrealized
ESTC ELASTIC NV 0.5%
Value ($000) $3,477 Shares 23,855 Est. Cost $81.63 Unrealized +53.1%
KO COCA COLA CO 0.5%
Value ($000) $3,397 Shares 62,770 Est. Cost $37.40 Unrealized +26.4%
URI UNITED RENTALS INC 0.5%
Value ($000) $3,363 Shares 10,541 Est. Cost $108.13 Unrealized +189.2%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3,256 Shares 58,110 Est. Cost $38.11 Unrealized +13.9%
PFE PFIZER INC 0.4%
Value ($000) $3,193 Shares 81,531 Est. Cost $27.19 Unrealized +14.0%
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,776 Shares 807 Est. Cost $97.73 Unrealized +70.1%
IJH ISHARES 0.4%
Value ($000) $2,765 Shares 10,289 Est. Cost $185.96 Unrealized
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $2,587 Shares 46,617 Est. Cost $40.89 Unrealized +15.1%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,220 Shares 12,635 Est. Cost $121.96 Unrealized +44.1%
AEP AMERICAN ELECTRIC PWR INC 0.3%
Value ($000) $2,177 Shares 25,737 Est. Cost $62.27 Unrealized +16.8%
ABBV ABBVIE INC 0.3%
Value ($000) $2,107 Shares 18,705 Est. Cost $59.50 Unrealized +59.3%
BIV VANGUARD 0.3%
Value ($000) $2,046 Shares 22,747 Est. Cost $83.64 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $2,042 Shares 836 Est. Cost $65.59 Unrealized +76.7%
MMM 3M CO 0.3%
Value ($000) $2,040 Shares 10,270 Est. Cost $138.88 Unrealized +1.1%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,016 Shares 30,163 Est. Cost $42.00 Unrealized +28.3%
CMCSA COMCAST CORP 0.3%
Value ($000) $2,013 Shares 35,304 Est. Cost $32.47 Unrealized +51.1%
VXUS VANGUARD 0.3%
Value ($000) $1,917 Shares 29,187 Est. Cost $55.86 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,901 Shares 7,162 Est. Cost $148.05 Unrealized +69.1%
CAT CATERPILLAR INC. 0.3%
Value ($000) $1,894 Shares 8,700 Est. Cost $120.95 Unrealized +75.2%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,792 Shares 8,619 Est. Cost $92.74 Unrealized +77.0%
HD HOME DEPOT INC 0.2%
Value ($000) $1,781 Shares 5,585 Est. Cost $178.45 Unrealized +59.1%
VNQ VANGUARD 0.2%
Value ($000) $1,775 Shares 17,441 Est. Cost $79.32 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,670 Shares 8,685 Est. Cost $100.10 Unrealized +64.1%
V VISA INC 0.2%
Value ($000) $1,621 Shares 6,930 Est. Cost $156.25 Unrealized +41.4%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,584 Shares 7,222 Est. Cost $127.63 Unrealized +50.6%
MDY SPDR 0.2%
Value ($000) $1,566 Shares 3,189 Est. Cost $345.43 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $1,465 Shares 4,213 Est. Cost $253.49 Unrealized +25.7%
INTC INTEL CORP 0.2%
Value ($000) $1,454 Shares 25,889 Est. Cost $37.99 Unrealized +41.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,426 Shares 569 Est. Cost $52.63 Unrealized +124.8%
LUV SOUTHWEST AIRLINES CO 0.2%
Value ($000) $1,403 Shares 26,430 Est. Cost $55.76 Unrealized 0.0%
EFA ISHARES 0.2%
Value ($000) $1,245 Shares 15,785 Est. Cost $61.68 Unrealized
IWF ISHARES 0.2%
Value ($000) $1,222 Shares 4,502 Est. Cost $136.73 Unrealized
ARKK ARK 0.2%
Value ($000) $1,189 Shares 9,092 Est. Cost $125.97 Unrealized
PACB PACIFIC BIOSCIENCES OF CALIFOR 0.2%
Value ($000) $1,174 Shares 33,558 Est. Cost $29.09 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,136 Shares 11,508 Est. Cost $67.32 Unrealized +24.6%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,088 Shares 5,701 Est. Cost $103.91 Unrealized +52.7%
VWO VANGUARD 0.1%
Value ($000) $1,081 Shares 19,910 Est. Cost $43.03 Unrealized
EEM ISHARES 0.1%
Value ($000) $1,005 Shares 18,222 Est. Cost $39.82 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $991 Shares 3,400 Est. Cost $206.72 Unrealized +27.5%
RVTY PERKINELMER INC 0.1%
Value ($000) $988 Shares 6,400 Est. Cost $91.68 Unrealized +51.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $981 Shares 3,414 Est. Cost $112.21 Unrealized +132.4%
IWR ISHARES 0.1%
Value ($000) $960 Shares 12,120 Est. Cost $72.34 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $950 Shares 1,939 Est. Cost $346.63 Unrealized +21.6%
SO SOUTHERN CO 0.1%
Value ($000) $934 Shares 15,438 Est. Cost $39.96 Unrealized +34.5%
PEP PEPSICO INC 0.1%
Value ($000) $927 Shares 6,253 Est. Cost $109.11 Unrealized +15.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $914 Shares 10,715 Est. Cost $55.01 Unrealized +37.6%
BSV VANGUARD 0.1%
Value ($000) $910 Shares 11,072 Est. Cost $79.12 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $888 Shares 3,971 Est. Cost $169.87 Unrealized +20.7%
IWM ISHARES 0.1%
Value ($000) $855 Shares 3,726 Est. Cost $170.23 Unrealized
VB VANGUARD 0.1%
Value ($000) $830 Shares 3,686 Est. Cost $148.94 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $821 Shares 3,581 Est. Cost $95.87 Unrealized +100.2%
ACN ACCENTURE 0.1%
Value ($000) $803 Shares 2,725 Est. Cost $224.58 Unrealized +19.4%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $790 Shares 3,977 Est. Cost $107.67 Unrealized +63.7%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $785 Shares 4,050 Est. Cost $130.48 Unrealized +37.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $767 Shares 10,460 Est. Cost $60.34 Unrealized +10.2%
XLK SPDR 0.1%
Value ($000) $738 Shares 5,000 Est. Cost $130.00 Unrealized
VV VANGUARD 0.1%
Value ($000) $730 Shares 3,636 Est. Cost $122.66 Unrealized
XT ISHARES 0.1%
Value ($000) $712 Shares 11,250 Est. Cost $63.29 Unrealized
CYRUSONE INC 0.1%
Value ($000) $708 Shares 9,900 Est. Cost $76.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $696 Shares 2,506 Est. Cost $198.75 Unrealized +40.6%
DIA SPDR 0.1%
Value ($000) $671 Shares 1,944 Est. Cost $247.43 Unrealized
DE DEERE & CO 0.1%
Value ($000) $669 Shares 1,897 Est. Cost $200.89 Unrealized +70.7%
ORCL ORACLE CORP 0.1%
Value ($000) $649 Shares 8,335 Est. Cost $52.60 Unrealized +39.9%
GENERAL ELECTRIC CO 0.1%
Value ($000) $617 Shares 45,834 Est. Cost $14.13 Unrealized
WFG WEST FRASER TIMBER CO LTD 0.1%
Value ($000) $615 Shares 8,586 Est. Cost $65.90 Unrealized +16.6%
ADBE ADOBE INC 0.1%
Value ($000) $586 Shares 1,000 Est. Cost $279.66 Unrealized +84.3%
TGT TARGET CORP 0.1%
Value ($000) $571 Shares 2,364 Est. Cost $164.34 Unrealized +16.5%
NKE NIKE INC 0.1%
Value ($000) $564 Shares 3,656 Est. Cost $52.14 Unrealized +141.0%
ARRY ARRAY TECHNOLOGIES, INC. 0.1%
Value ($000) $548 Shares 35,100 Est. Cost $21.09 Unrealized 0.0%
IVW ISHARES 0.1%
Value ($000) $524 Shares 7,200 Est. Cost $79.61 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $489 Shares 4,933 Est. Cost $62.13 Unrealized +23.0%
WMT WALMART 0.1%
Value ($000) $472 Shares 3,350 Est. Cost $45.09 Unrealized -2.9%
IWV ISHARES 0.1%
Value ($000) $453 Shares 1,770 Est. Cost $158.19 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.1%
Value ($000) $444 Shares 616 Est. Cost $673.16 Unrealized 0.0%
IBM IBM CORP 0.1%
Value ($000) $436 Shares 2,976 Est. Cost $95.48 Unrealized +18.8%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $426 Shares 5,095 Est. Cost $58.35 Unrealized +20.8%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $421 Shares 1,800 Est. Cost $180.83 Unrealized +20.2%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $420 Shares 5,850 Est. Cost $65.34 Unrealized -0.2%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $419 Shares 1 Est. Cost $330761.80 Unrealized +27.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $418 Shares 8,782 Est. Cost $31.50 Unrealized +7.9%
YUM YUM! BRANDS INC 0.1%
Value ($000) $417 Shares 3,625 Est. Cost $92.76 Unrealized +16.5%
EPAM EPAM SYSTEMS INC 0.1%
Value ($000) $409 Shares 800 Est. Cost $220.07 Unrealized +112.9%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $402 Shares 8,263 Est. Cost $26.49 Unrealized +58.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $391 Shares 3,000 Est. Cost $81.85 Unrealized +40.9%
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $387 Shares 3,516 Est. Cost $88.75 Unrealized +13.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $366 Shares 968 Est. Cost $295.62 Unrealized +14.5%
GRMN GARMIN LTD 0.0%
Value ($000) $362 Shares 2,500 Est. Cost $98.98 Unrealized +28.0%
IBB ISHARES 0.0%
Value ($000) $361 Shares 2,208 Est. Cost $107.87 Unrealized
DOW DOW INC 0.0%
Value ($000) $352 Shares 5,575 Est. Cost $39.03 Unrealized +30.8%
CSX CSX CORP 0.0%
Value ($000) $347 Shares 10,805 Est. Cost $20.48 Unrealized +51.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $338 Shares 4,131 Est. Cost $47.71 Unrealized +50.3%
TSM TAIWAN SEMICONDUCTORS MAN CO LTD 0.0%
Value ($000) $336 Shares 2,795 Est. Cost $120.21 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $331 Shares 8,026 Est. Cost $20.67 Unrealized +76.9%
PFF ISHARES 0.0%
Value ($000) $327 Shares 8,313 Est. Cost $37.29 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $320 Shares 875 Est. Cost $196.31 Unrealized +84.5%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $319 Shares 1,115 Est. Cost $175.54 Unrealized +41.9%
NFLX NETFLIX INC. 0.0%
Value ($000) $318 Shares 602 Est. Cost $53.04 Unrealized -3.6%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $316 Shares 2,760 Est. Cost $64.64 Unrealized +68.4%
FDX FEDEX CORP 0.0%
Value ($000) $315 Shares 1,055 Est. Cost $243.09 Unrealized +11.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $313 Shares 2,093 Est. Cost $58.37 Unrealized +18.5%
GIS GENERAL MILLS INC 0.0%
Value ($000) $311 Shares 5,100 Est. Cost $39.04 Unrealized +35.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $296 Shares 1,838 Est. Cost $110.12 Unrealized +41.4%
FCNCA FIRST CITIZENS BANCSHARES INC 0.0%
Value ($000) $292 Shares 351 Est. Cost $495.92 Unrealized +69.3%
DVY ISHARES 0.0%
Value ($000) $287 Shares 2,459 Est. Cost $81.33 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $284 Shares 355 Est. Cost $15.99 Unrealized 0.0%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $277 Shares 2,102 Est. Cost $131.78 Unrealized
SPGI S & P GLOBAL INC 0.0%
Value ($000) $274 Shares 668 Est. Cost $369.84 Unrealized 0.0%
FNB FNB CORP 0.0%
Value ($000) $270 Shares 21,900 Est. Cost $8.71 Unrealized +26.0%
MDU MDU RES GROUP INC 0.0%
Value ($000) $268 Shares 8,538 Est. Cost $8.05 Unrealized +36.2%
MVBF MVB FINANCIAL CORP 0.0%
Value ($000) $267 Shares 6,250 Est. Cost $24.64 Unrealized +46.1%
XYL XYLEM INC 0.0%
Value ($000) $264 Shares 2,200 Est. Cost $88.59 Unrealized +22.1%
AFL AFLAC INC 0.0%
Value ($000) $263 Shares 4,902 Est. Cost $42.88 Unrealized +14.3%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $262 Shares 2,700 Est. Cost $48.82 Unrealized +56.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $257 Shares 1,719 Est. Cost $116.62 Unrealized +21.2%
PREMIER FINANCIAL BANKCORP INC 0.0%
Value ($000) $253 Shares 15,000 Est. Cost $19.78 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $251 Shares 2,245 Est. Cost $94.02 Unrealized +8.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $244 Shares 1,475 Est. Cost $124.36 Unrealized +18.9%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $242 Shares 16,085 Est. Cost $13.64 Unrealized -13.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $239 Shares 645 Est. Cost $59.25 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $238 Shares 1,879 Est. Cost $93.90 Unrealized +18.0%
HRI HERC HOLDINGS INC 0.0%
Value ($000) $224 Shares 2,000 Est. Cost $74.46 Unrealized +30.8%
SCZ ISHARES 0.0%
Value ($000) $221 Shares 2,975 Est. Cost $68.24 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $218 Shares 4,819 Est. Cost $31.62 Unrealized +26.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $212 Shares 530 Est. Cost $369.03 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $207 Shares 1,746 Est. Cost $108.32 Unrealized 0.0%
CANADIAN PACIFIC RAILWAY 0.0%
Value ($000) $203 Shares 2,645 Est. Cost $76.75 Unrealized
LIGHTSPEED POS INC. 0.0%
Value ($000) $203 Shares 2,433 Est. Cost $83.44 Unrealized
PKTX PROTOKINETIX INC 0.0%
Value ($000) $8 Shares 50,600 Est. Cost $0.06 Unrealized +192.4%