UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 21, 2021

Total Value ($000): $746,832 (100.0% shares, 0.0% debt)

Holdings (161)

IJR ISHARES 8.3%
Value ($000) $62,154 Shares 569,232 Est. Cost $68.12 Unrealized
HUBB HUBBELL INC 7.4%
Value ($000) $55,191 Shares 305,476 Est. Cost $114.76 Unrealized +58.4%
SCHP SCHWAB 6.4%
Value ($000) $48,002 Shares 767,059 Est. Cost $61.77 Unrealized
AAPL APPLE INC 4.7%
Value ($000) $35,159 Shares 248,474 Est. Cost $86.72 Unrealized +65.9%
MSFT MICROSOFT 4.7%
Value ($000) $34,812 Shares 123,483 Est. Cost $70.48 Unrealized +298.3%
UBSI UNITED BANKSHARES INC 4.0%
Value ($000) $30,126 Shares 828,102 Est. Cost $35.96 Unrealized -2.8%
ABT ABBOTT LABORATORIES 2.6%
Value ($000) $19,280 Shares 163,208 Est. Cost $45.24 Unrealized +150.8%
CSCO CISCO SYSTEMS INC 2.4%
Value ($000) $18,265 Shares 335,566 Est. Cost $28.38 Unrealized +73.4%
MCD MCDONALDS CORP 2.3%
Value ($000) $17,400 Shares 72,165 Est. Cost $133.50 Unrealized +61.7%
CVX CHEVRON CORPORATION 2.3%
Value ($000) $17,334 Shares 170,872 Est. Cost $78.69 Unrealized +5.9%
PG PROCTER & GAMBLE CO 2.3%
Value ($000) $17,196 Shares 123,004 Est. Cost $73.09 Unrealized +74.1%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $17,126 Shares 104,626 Est. Cost $85.02 Unrealized +65.0%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $16,969 Shares 105,068 Est. Cost $112.26 Unrealized +33.8%
WM WASTE MANAGEMENT INC 2.2%
Value ($000) $16,686 Shares 111,718 Est. Cost $79.50 Unrealized +75.7%
DOV DOVER CORP 2.2%
Value ($000) $16,642 Shares 107,029 Est. Cost $75.70 Unrealized +106.9%
IRM IRON MOUNTAIN INC 2.2%
Value ($000) $16,575 Shares 381,464 Est. Cost $22.65 Unrealized +66.4%
UNP UNION PACIFIC 2.2%
Value ($000) $16,150 Shares 82,393 Est. Cost $100.45 Unrealized +94.4%
USB US BANCORP 2.2%
Value ($000) $16,132 Shares 271,400 Est. Cost $41.12 Unrealized +13.5%
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $14,660 Shares 155,615 Est. Cost $55.48 Unrealized +64.4%
AMGN AMGEN INC 2.0%
Value ($000) $14,593 Shares 68,629 Est. Cost $139.93 Unrealized +43.1%
GLW CORNING INC 1.9%
Value ($000) $13,851 Shares 379,595 Est. Cost $23.42 Unrealized +50.6%
CLX CLOROX CO 1.7%
Value ($000) $12,737 Shares 76,914 Est. Cost $131.39 Unrealized +13.7%
VO VANGUARD 1.6%
Value ($000) $11,878 Shares 50,170 Est. Cost $140.06 Unrealized
TXN TEXAS INSTRUMENTS INC 1.5%
Value ($000) $11,258 Shares 58,568 Est. Cost $157.90 Unrealized +6.4%
DGX QUEST DIAGNOSTICS INC 1.3%
Value ($000) $10,027 Shares 68,998 Est. Cost $134.48 Unrealized 0.0%
VIACOMCBS INC 1.3%
Value ($000) $9,655 Shares 244,367 Est. Cost $39.51 Unrealized
GD GENERAL DYNAMICS CORP 1.2%
Value ($000) $9,236 Shares 47,111 Est. Cost $178.57 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 1.2%
Value ($000) $9,195 Shares 111,357 Est. Cost $78.77 Unrealized +2.2%
BLACKROCK INC. 1.1%
Value ($000) $8,545 Shares 10,189 Est. Cost $838.65 Unrealized
VTI VANGUARD 1.0%
Value ($000) $7,242 Shares 32,615 Est. Cost $164.68 Unrealized
KLAC KLA CORPORATION 0.8%
Value ($000) $5,763 Shares 17,229 Est. Cost $99.20 Unrealized +221.3%
ALB ALBEMARLE CORP 0.7%
Value ($000) $5,029 Shares 22,967 Est. Cost $62.51 Unrealized +223.7%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,304 Shares 73,170 Est. Cost $55.04 Unrealized -12.0%
VUG VANGUARD 0.5%
Value ($000) $4,004 Shares 13,799 Est. Cost $119.43 Unrealized
SPY SPDR 0.5%
Value ($000) $3,746 Shares 8,730 Est. Cost $270.44 Unrealized
URI UNITED RENTALS INC 0.5%
Value ($000) $3,699 Shares 10,541 Est. Cost $108.13 Unrealized +200.7%
T AT&T INC 0.5%
Value ($000) $3,614 Shares 133,803 Est. Cost $14.39 Unrealized +11.7%
ESTC ELASTIC NV 0.5%
Value ($000) $3,554 Shares 23,855 Est. Cost $81.63 Unrealized +88.4%
VTV VANGUARD 0.5%
Value ($000) $3,386 Shares 25,012 Est. Cost $88.25 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $3,346 Shares 77,784 Est. Cost $27.19 Unrealized +31.2%
KO COCA COLA CO 0.4%
Value ($000) $3,291 Shares 62,728 Est. Cost $37.40 Unrealized +30.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3,116 Shares 57,681 Est. Cost $38.11 Unrealized +11.0%
TFC TRUIST FINANCIAL CORP 0.4%
Value ($000) $2,733 Shares 46,617 Est. Cost $40.89 Unrealized +10.3%
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,697 Shares 821 Est. Cost $99.01 Unrealized +74.2%
IJH ISHARES 0.3%
Value ($000) $2,512 Shares 9,548 Est. Cost $185.96 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $2,233 Shares 835 Est. Cost $65.59 Unrealized +105.9%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,116 Shares 12,507 Est. Cost $121.96 Unrealized +42.8%
AEP AMERICAN ELECTRIC PWR INC 0.3%
Value ($000) $2,090 Shares 25,737 Est. Cost $62.27 Unrealized +19.4%
ABBV ABBVIE INC 0.3%
Value ($000) $2,036 Shares 18,880 Est. Cost $59.50 Unrealized +63.4%
BIV VANGUARD 0.3%
Value ($000) $2,034 Shares 22,747 Est. Cost $83.64 Unrealized
CMCSA COMCAST CORP 0.3%
Value ($000) $1,975 Shares 35,304 Est. Cost $32.47 Unrealized +58.3%
HD HOME DEPOT INC 0.3%
Value ($000) $1,907 Shares 5,808 Est. Cost $182.91 Unrealized +61.0%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,857 Shares 31,394 Est. Cost $42.50 Unrealized +29.0%
VXUS VANGUARD 0.2%
Value ($000) $1,846 Shares 29,187 Est. Cost $55.86 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,790 Shares 7,482 Est. Cost $151.70 Unrealized +53.9%
VNQ VANGUARD 0.2%
Value ($000) $1,774 Shares 17,431 Est. Cost $79.32 Unrealized
MMM 3M CO 0.2%
Value ($000) $1,732 Shares 9,870 Est. Cost $138.88 Unrealized -1.1%
CAT CATERPILLAR INC. 0.2%
Value ($000) $1,685 Shares 8,775 Est. Cost $120.95 Unrealized +58.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,569 Shares 8,619 Est. Cost $92.74 Unrealized +75.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,555 Shares 7,322 Est. Cost $128.54 Unrealized +51.4%
V VISA INC 0.2%
Value ($000) $1,532 Shares 6,879 Est. Cost $156.25 Unrealized +45.3%
MDY SPDR 0.2%
Value ($000) $1,489 Shares 3,095 Est. Cost $345.43 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,460 Shares 548 Est. Cost $52.63 Unrealized +160.0%
META FACEBOOK INC 0.2%
Value ($000) $1,430 Shares 4,213 Est. Cost $253.49 Unrealized +41.1%
INTC INTEL CORP 0.2%
Value ($000) $1,380 Shares 25,889 Est. Cost $37.99 Unrealized +31.1%
LUV SOUTHWEST AIRLINES CO 0.2%
Value ($000) $1,359 Shares 26,430 Est. Cost $55.76 Unrealized -15.7%
IWF ISHARES 0.2%
Value ($000) $1,234 Shares 4,502 Est. Cost $136.73 Unrealized
EFA ISHARES 0.2%
Value ($000) $1,231 Shares 15,785 Est. Cost $61.68 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,124 Shares 11,508 Est. Cost $67.32 Unrealized +29.6%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,115 Shares 5,701 Est. Cost $103.91 Unrealized +54.7%
RVTY PERKINELMER INC 0.1%
Value ($000) $1,109 Shares 6,400 Est. Cost $91.68 Unrealized +90.3%
INTU INTUIT INC 0.1%
Value ($000) $1,046 Shares 1,939 Est. Cost $346.63 Unrealized +51.3%
VWO VANGUARD 0.1%
Value ($000) $996 Shares 19,910 Est. Cost $43.03 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $986 Shares 6,559 Est. Cost $110.32 Unrealized +22.4%
ARKK ARK 0.1%
Value ($000) $982 Shares 8,886 Est. Cost $125.97 Unrealized
CSX CSX CORP 0.1%
Value ($000) $964 Shares 32,415 Est. Cost $26.92 Unrealized +12.0%
SO SOUTHERN CO 0.1%
Value ($000) $957 Shares 15,438 Est. Cost $39.96 Unrealized +36.9%
IWR ISHARES 0.1%
Value ($000) $948 Shares 12,120 Est. Cost $72.34 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $937 Shares 3,600 Est. Cost $210.96 Unrealized +34.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $933 Shares 10,857 Est. Cost $55.31 Unrealized +39.9%
EEM ISHARES 0.1%
Value ($000) $918 Shares 18,222 Est. Cost $39.82 Unrealized
BSV VANGUARD 0.1%
Value ($000) $907 Shares 11,072 Est. Cost $79.12 Unrealized
D DOMINION ENERGY INC. 0.1%
Value ($000) $897 Shares 12,292 Est. Cost $57.73 Unrealized +8.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $874 Shares 3,414 Est. Cost $112.21 Unrealized +120.1%
ACN ACCENTURE 0.1%
Value ($000) $872 Shares 2,725 Est. Cost $224.58 Unrealized +36.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $827 Shares 3,581 Est. Cost $95.87 Unrealized +146.9%
IWM ISHARES 0.1%
Value ($000) $815 Shares 3,726 Est. Cost $170.23 Unrealized
VB VANGUARD 0.1%
Value ($000) $797 Shares 3,648 Est. Cost $148.94 Unrealized
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $796 Shares 3,925 Est. Cost $130.48 Unrealized +40.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $774 Shares 9,860 Est. Cost $60.34 Unrealized +19.1%
CYRUSONE INC 0.1%
Value ($000) $766 Shares 9,900 Est. Cost $76.93 Unrealized
XLK SPDR 0.1%
Value ($000) $747 Shares 5,000 Est. Cost $130.00 Unrealized
VV VANGUARD 0.1%
Value ($000) $731 Shares 3,636 Est. Cost $122.66 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $726 Shares 8,335 Est. Cost $52.60 Unrealized +58.4%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $717 Shares 3,472 Est. Cost $169.87 Unrealized +19.4%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $708 Shares 3,542 Est. Cost $107.67 Unrealized +74.3%
XT ISHARES 0.1%
Value ($000) $706 Shares 11,250 Est. Cost $63.29 Unrealized
DIA SPDR 0.1%
Value ($000) $658 Shares 1,944 Est. Cost $247.43 Unrealized
DE DEERE & CO 0.1%
Value ($000) $653 Shares 1,947 Est. Cost $204.44 Unrealized +66.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $588 Shares 8,107 Est. Cost $64.98 Unrealized -1.4%
ADBE ADOBE INC 0.1%
Value ($000) $576 Shares 1,000 Est. Cost $279.66 Unrealized +125.1%
TGT TARGET CORP 0.1%
Value ($000) $558 Shares 2,439 Est. Cost $166.05 Unrealized +32.4%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $552 Shares 5,353 Est. Cost $62.95 Unrealized 0.0%
IVW ISHARES 0.1%
Value ($000) $532 Shares 7,200 Est. Cost $79.61 Unrealized
NKE NIKE INC 0.1%
Value ($000) $531 Shares 3,656 Est. Cost $52.14 Unrealized +192.6%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $520 Shares 1,906 Est. Cost $198.75 Unrealized +41.3%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $505 Shares 5,945 Est. Cost $60.38 Unrealized +20.1%
WMT WALMART 0.1%
Value ($000) $471 Shares 3,374 Est. Cost $45.09 Unrealized +0.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $467 Shares 4,933 Est. Cost $62.13 Unrealized +30.5%
EPAM EPAM SYSTEMS INC 0.1%
Value ($000) $456 Shares 800 Est. Cost $220.07 Unrealized +167.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $454 Shares 9,986 Est. Cost $31.80 Unrealized +6.9%
IWV ISHARES 0.1%
Value ($000) $451 Shares 1,770 Est. Cost $158.19 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $443 Shares 3,625 Est. Cost $92.76 Unrealized +25.9%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $441 Shares 8,507 Est. Cost $27.18 Unrealized +86.5%
IBM IBM CORP 0.1%
Value ($000) $438 Shares 3,151 Est. Cost $96.41 Unrealized +16.3%
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $422 Shares 3,516 Est. Cost $88.75 Unrealized +27.3%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $411 Shares 1 Est. Cost $330761.80 Unrealized +27.8%
BND VANGUARD 0.1%
Value ($000) $403 Shares 4,716 Est. Cost $85.45 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.1%
Value ($000) $402 Shares 552 Est. Cost $673.16 Unrealized +12.7%
GRMN GARMIN LTD 0.1%
Value ($000) $389 Shares 2,500 Est. Cost $98.98 Unrealized +48.9%
NFLX NETFLIX INC. 0.1%
Value ($000) $383 Shares 627 Est. Cost $53.12 Unrealized +3.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $382 Shares 3,000 Est. Cost $81.85 Unrealized +45.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $379 Shares 1,800 Est. Cost $180.83 Unrealized +12.1%
MRK MERCK & CO INC 0.0%
Value ($000) $365 Shares 4,866 Est. Cost $49.03 Unrealized +34.9%
IBB ISHARES 0.0%
Value ($000) $357 Shares 2,208 Est. Cost $107.87 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $351 Shares 1,018 Est. Cost $296.85 Unrealized +8.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $350 Shares 4,253 Est. Cost $48.70 Unrealized +68.7%
DOW DOW INC 0.0%
Value ($000) $348 Shares 6,041 Est. Cost $39.71 Unrealized +20.4%
NVDA NVIDIA CORP 0.0%
Value ($000) $344 Shares 1,660 Est. Cost $19.71 Unrealized +5.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $341 Shares 8,026 Est. Cost $20.67 Unrealized +74.6%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $330 Shares 2,760 Est. Cost $64.64 Unrealized +73.9%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $328 Shares 1,115 Est. Cost $175.54 Unrealized +62.2%
HRI HERC HOLDINGS INC 0.0%
Value ($000) $327 Shares 2,000 Est. Cost $74.46 Unrealized +56.7%
PFF ISHARES 0.0%
Value ($000) $323 Shares 8,313 Est. Cost $37.29 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $321 Shares 2,093 Est. Cost $58.37 Unrealized +16.9%
BX BLACKSTONE INC. 0.0%
Value ($000) $314 Shares 2,700 Est. Cost $48.82 Unrealized +105.5%
MA MASTERCARD INC 0.0%
Value ($000) $314 Shares 905 Est. Cost $201.56 Unrealized +76.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $309 Shares 645 Est. Cost $59.25 Unrealized +18.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $305 Shares 5,100 Est. Cost $39.04 Unrealized +30.6%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $303 Shares 16,085 Est. Cost $13.64 Unrealized +7.1%
FCNCA FIRST CITIZENS BANCSHARES INC 0.0%
Value ($000) $296 Shares 351 Est. Cost $495.92 Unrealized +65.2%
DVY ISHARES 0.0%
Value ($000) $279 Shares 2,432 Est. Cost $81.33 Unrealized
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $275 Shares 8,700 Est. Cost $30.24 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $272 Shares 2,200 Est. Cost $88.59 Unrealized +37.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $269 Shares 1,838 Est. Cost $110.12 Unrealized +28.6%
MVBF MVB FINANCIAL CORP 0.0%
Value ($000) $268 Shares 6,250 Est. Cost $24.64 Unrealized +46.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $264 Shares 1,575 Est. Cost $126.51 Unrealized +25.1%
SPGI S & P GLOBAL INC 0.0%
Value ($000) $261 Shares 614 Est. Cost $369.84 Unrealized +13.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $261 Shares 1,719 Est. Cost $116.62 Unrealized +21.6%
AFL AFLAC INC 0.0%
Value ($000) $256 Shares 4,902 Est. Cost $42.88 Unrealized +15.3%
FNB FNB CORP 0.0%
Value ($000) $254 Shares 21,900 Est. Cost $8.71 Unrealized +12.7%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $253 Shares 1,965 Est. Cost $130.59 Unrealized 0.0%
MDU MDU RES GROUP INC 0.0%
Value ($000) $253 Shares 8,538 Est. Cost $8.05 Unrealized +30.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $248 Shares 2,245 Est. Cost $94.02 Unrealized +12.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $228 Shares 1,879 Est. Cost $93.90 Unrealized +17.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $227 Shares 580 Est. Cost $370.40 Unrealized +3.9%
WFC WELLS FARGO & CO 0.0%
Value ($000) $224 Shares 4,819 Est. Cost $31.62 Unrealized +31.5%
SCZ ISHARES 0.0%
Value ($000) $221 Shares 2,975 Est. Cost $68.24 Unrealized
TSM TAIWAN SEMICONDUCTORS MAN CO LTD 0.0%
Value ($000) $207 Shares 1,850 Est. Cost $120.21 Unrealized
ADAMAS PHARMACEUTICALS, INC. 0.0%
Value ($000) $55 Shares 11,200 Est. Cost $4.91 Unrealized
PKTX PROTOKINETIX INC 0.0%
Value ($000) $7 Shares 50,600 Est. Cost $0.06 Unrealized +100.7%