UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $760,303 (100.0% shares, 0.0% debt)

Holdings (160)

IJR ISHARES 8.0%
Value ($000) $60,639 Shares 562,099 Est. Cost $68.12 Unrealized
HUBB HUBBELL INC 7.4%
Value ($000) $56,137 Shares 305,476 Est. Cost $114.76 Unrealized +54.0%
SCHP SCHWAB 6.6%
Value ($000) $50,031 Shares 824,104 Est. Cost $61.76 Unrealized
AAPL APPLE INC 5.2%
Value ($000) $39,819 Shares 228,045 Est. Cost $86.72 Unrealized +90.1%
MSFT MICROSOFT 4.8%
Value ($000) $36,357 Shares 117,924 Est. Cost $70.48 Unrealized +313.4%
UBSI UNITED BANKSHARES INC 3.6%
Value ($000) $27,041 Shares 775,258 Est. Cost $35.96 Unrealized +1.0%
CVX CHEVRON CORPORATION 3.3%
Value ($000) $25,097 Shares 154,136 Est. Cost $78.69 Unrealized +56.0%
UNP UNION PACIFIC 2.7%
Value ($000) $20,692 Shares 75,739 Est. Cost $100.45 Unrealized +129.5%
IRM IRON MOUNTAIN INC 2.5%
Value ($000) $19,384 Shares 349,829 Est. Cost $22.65 Unrealized +80.8%
ABT ABBOTT LABORATORIES 2.4%
Value ($000) $18,520 Shares 156,469 Est. Cost $45.24 Unrealized +155.0%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $18,284 Shares 103,165 Est. Cost $112.26 Unrealized +35.2%
CSCO CISCO SYSTEMS INC 2.4%
Value ($000) $17,978 Shares 322,425 Est. Cost $28.38 Unrealized +77.1%
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $17,937 Shares 117,392 Est. Cost $73.09 Unrealized +94.5%
MCD MCDONALDS CORP 2.3%
Value ($000) $17,299 Shares 69,957 Est. Cost $133.50 Unrealized +70.6%
WM WASTE MANAGEMENT INC 2.2%
Value ($000) $16,607 Shares 104,776 Est. Cost $79.50 Unrealized +79.3%
DOV DOVER CORP 2.1%
Value ($000) $16,144 Shares 102,894 Est. Cost $75.70 Unrealized +106.2%
AMGN AMGEN INC 2.0%
Value ($000) $15,586 Shares 64,452 Est. Cost $139.93 Unrealized +45.3%
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $15,133 Shares 154,342 Est. Cost $55.48 Unrealized +57.6%
USB US BANCORP 1.9%
Value ($000) $14,230 Shares 267,720 Est. Cost $41.12 Unrealized +16.3%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $14,135 Shares 103,690 Est. Cost $85.02 Unrealized +57.2%
GLW CORNING INC 1.9%
Value ($000) $14,100 Shares 381,997 Est. Cost $23.55 Unrealized +48.3%
APD AIR PRODS & CHEMS INC 1.8%
Value ($000) $13,751 Shares 55,026 Est. Cost $249.61 Unrealized -7.1%
TXN TEXAS INSTRUMENTS INC 1.8%
Value ($000) $13,365 Shares 72,841 Est. Cost $158.19 Unrealized -0.6%
GD GENERAL DYNAMICS CORP 1.7%
Value ($000) $13,279 Shares 55,056 Est. Cost $181.52 Unrealized +12.8%
DGX QUEST DIAGNOSTICS INC 1.5%
Value ($000) $11,180 Shares 81,696 Est. Cost $134.07 Unrealized -3.7%
PARAMOUNT GLOBAL 1.5%
Value ($000) $11,166 Shares 295,310 Est. Cost $38.96 Unrealized
BLACKROCK INC. 1.4%
Value ($000) $10,733 Shares 14,045 Est. Cost $825.10 Unrealized
VO VANGUARD 1.4%
Value ($000) $10,281 Shares 43,226 Est. Cost $140.06 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $6,502 Shares 78,730 Est. Cost $55.98 Unrealized +21.3%
KLAC KLA CORPORATION 0.8%
Value ($000) $6,307 Shares 17,229 Est. Cost $99.20 Unrealized +261.9%
SPY SPDR 0.7%
Value ($000) $4,975 Shares 11,017 Est. Cost $310.44 Unrealized
VTI VANGUARD 0.6%
Value ($000) $4,808 Shares 21,119 Est. Cost $164.68 Unrealized
ALB ALBEMARLE CORP 0.6%
Value ($000) $4,479 Shares 20,251 Est. Cost $62.51 Unrealized +221.2%
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $3,911 Shares 39,357 Est. Cost $78.77 Unrealized +20.8%
PFE PFIZER INC 0.5%
Value ($000) $3,897 Shares 75,280 Est. Cost $27.19 Unrealized +56.2%
KO COCA COLA CO 0.5%
Value ($000) $3,871 Shares 62,438 Est. Cost $37.40 Unrealized +44.6%
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,841 Shares 67,742 Est. Cost $43.64 Unrealized +16.0%
URI UNITED RENTALS INC 0.5%
Value ($000) $3,458 Shares 9,736 Est. Cost $108.13 Unrealized +192.5%
VWO VANGUARD 0.4%
Value ($000) $3,154 Shares 68,377 Est. Cost $45.24 Unrealized
VTV VANGUARD 0.4%
Value ($000) $3,113 Shares 21,067 Est. Cost $88.25 Unrealized
T AT&T INC 0.4%
Value ($000) $3,104 Shares 131,343 Est. Cost $14.39 Unrealized +3.6%
VUG VANGUARD 0.4%
Value ($000) $3,042 Shares 10,576 Est. Cost $119.43 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $2,962 Shares 58,152 Est. Cost $38.19 Unrealized +8.7%
AMZN AMAZON.COM INC 0.4%
Value ($000) $2,677 Shares 821 Est. Cost $99.01 Unrealized +56.1%
GOOGL ALPHABET INC 0.3%
Value ($000) $2,322 Shares 835 Est. Cost $65.59 Unrealized +105.5%
ABBV ABBVIE INC 0.3%
Value ($000) $2,274 Shares 14,027 Est. Cost $59.50 Unrealized +112.5%
AEP AMERICAN ELECTRIC PWR INC 0.3%
Value ($000) $2,078 Shares 20,831 Est. Cost $62.27 Unrealized +27.2%
IJH ISHARES 0.3%
Value ($000) $2,053 Shares 7,649 Est. Cost $187.73 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,034 Shares 27,859 Est. Cost $42.50 Unrealized +33.7%
BIV VANGUARD 0.3%
Value ($000) $1,918 Shares 23,418 Est. Cost $83.81 Unrealized
VNQ VANGUARD 0.3%
Value ($000) $1,914 Shares 17,666 Est. Cost $79.70 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,848 Shares 8,619 Est. Cost $92.74 Unrealized +91.0%
ESTC ELASTIC NV 0.2%
Value ($000) $1,713 Shares 19,263 Est. Cost $81.63 Unrealized +9.5%
CMCSA COMCAST CORP 0.2%
Value ($000) $1,653 Shares 35,304 Est. Cost $32.47 Unrealized +32.0%
VXUS VANGUARD 0.2%
Value ($000) $1,600 Shares 26,784 Est. Cost $55.86 Unrealized
MDY SPDR 0.2%
Value ($000) $1,518 Shares 3,095 Est. Cost $345.43 Unrealized
MMM 3M CO 0.2%
Value ($000) $1,469 Shares 9,870 Est. Cost $138.88 Unrealized -17.5%
V VISA INC 0.2%
Value ($000) $1,424 Shares 6,420 Est. Cost $156.25 Unrealized +34.4%
GOOG ALPHABET INC 0.2%
Value ($000) $1,422 Shares 509 Est. Cost $52.63 Unrealized +156.4%
HD HOME DEPOT INC 0.2%
Value ($000) $1,404 Shares 4,690 Est. Cost $182.91 Unrealized +71.7%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,308 Shares 6,722 Est. Cost $128.54 Unrealized +32.5%
DIS WALT DISNEY CO 0.2%
Value ($000) $1,235 Shares 9,007 Est. Cost $121.96 Unrealized +15.8%
INTC INTEL CORP 0.2%
Value ($000) $1,234 Shares 24,889 Est. Cost $37.99 Unrealized +21.6%
IWF ISHARES 0.2%
Value ($000) $1,174 Shares 4,230 Est. Cost $136.73 Unrealized
EFA ISHARES 0.2%
Value ($000) $1,162 Shares 15,785 Est. Cost $61.68 Unrealized
CAT CATERPILLAR INC. 0.2%
Value ($000) $1,153 Shares 5,175 Est. Cost $120.95 Unrealized +61.6%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $1,080 Shares 9,674 Est. Cost $67.32 Unrealized +32.5%
XLU SPDR 0.1%
Value ($000) $1,052 Shares 14,125 Est. Cost $74.48 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,025 Shares 3,581 Est. Cost $95.87 Unrealized +159.2%
DCGO DOCGO, INC. 0.1%
Value ($000) $1,010 Shares 109,159 Est. Cost $9.28 Unrealized -18.9%
PEP PEPSICO INC 0.1%
Value ($000) $1,005 Shares 6,004 Est. Cost $110.32 Unrealized +34.5%
SO SOUTHERN CO 0.1%
Value ($000) $997 Shares 13,750 Est. Cost $39.96 Unrealized +46.9%
D DOMINION ENERGY INC. 0.1%
Value ($000) $996 Shares 11,725 Est. Cost $57.73 Unrealized +15.9%
META META PLATFORMS, INC. 0.1%
Value ($000) $930 Shares 4,183 Est. Cost $255.26 Unrealized -2.8%
ACN ACCENTURE 0.1%
Value ($000) $929 Shares 2,756 Est. Cost $225.92 Unrealized +41.0%
IWR ISHARES 0.1%
Value ($000) $927 Shares 11,884 Est. Cost $72.34 Unrealized
BSV VANGUARD 0.1%
Value ($000) $860 Shares 11,034 Est. Cost $79.12 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $836 Shares 9,860 Est. Cost $60.34 Unrealized +19.4%
CSX CSX CORP 0.1%
Value ($000) $809 Shares 21,615 Est. Cost $26.92 Unrealized +24.4%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $806 Shares 3,542 Est. Cost $107.67 Unrealized +82.9%
XLK SPDR 0.1%
Value ($000) $795 Shares 5,000 Est. Cost $130.00 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $795 Shares 2,786 Est. Cost $151.70 Unrealized +66.7%
INTU INTUIT INC 0.1%
Value ($000) $790 Shares 1,642 Est. Cost $346.63 Unrealized +44.1%
IWM ISHARES 0.1%
Value ($000) $765 Shares 3,726 Est. Cost $170.23 Unrealized
VV VANGUARD 0.1%
Value ($000) $758 Shares 3,636 Est. Cost $122.66 Unrealized
DE DEERE & CO 0.1%
Value ($000) $739 Shares 1,779 Est. Cost $204.44 Unrealized +77.6%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $734 Shares 3,629 Est. Cost $130.48 Unrealized +63.5%
VB VANGUARD 0.1%
Value ($000) $695 Shares 3,273 Est. Cost $148.94 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $694 Shares 7,001 Est. Cost $55.31 Unrealized +56.9%
ORCL ORACLE CORP 0.1%
Value ($000) $690 Shares 8,335 Est. Cost $52.60 Unrealized +46.3%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $688 Shares 1,950 Est. Cost $200.72 Unrealized +61.1%
DIA SPDR 0.1%
Value ($000) $674 Shares 1,944 Est. Cost $247.43 Unrealized
XT ISHARES 0.1%
Value ($000) $664 Shares 11,250 Est. Cost $63.29 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $638 Shares 12,217 Est. Cost $32.07 Unrealized +15.8%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $576 Shares 2,750 Est. Cost $169.87 Unrealized +19.9%
RVTY PERKINELMER INC 0.1%
Value ($000) $558 Shares 3,200 Est. Cost $91.68 Unrealized +92.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $554 Shares 5,850 Est. Cost $64.98 Unrealized +16.3%
IVW ISHARES 0.1%
Value ($000) $550 Shares 7,200 Est. Cost $79.61 Unrealized
EEM ISHARES 0.1%
Value ($000) $542 Shares 12,000 Est. Cost $39.82 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $531 Shares 2,877 Est. Cost $103.91 Unrealized +67.6%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $529 Shares 1 Est. Cost $330761.80 Unrealized +46.8%
TGT TARGET CORP 0.1%
Value ($000) $518 Shares 2,439 Est. Cost $166.05 Unrealized +15.2%
NKE NIKE INC 0.1%
Value ($000) $492 Shares 3,656 Est. Cost $52.14 Unrealized +153.1%
AR ANTERO RESOURCES CORP 0.1%
Value ($000) $491 Shares 16,085 Est. Cost $13.64 Unrealized +64.6%
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $466 Shares 3,516 Est. Cost $88.75 Unrealized +36.3%
IWV ISHARES 0.1%
Value ($000) $464 Shares 1,770 Est. Cost $158.19 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $458 Shares 735 Est. Cost $62.95 Unrealized +42.2%
WMT WALMART 0.1%
Value ($000) $458 Shares 3,074 Est. Cost $45.09 Unrealized -1.1%
NVDA NVIDIA CORP 0.1%
Value ($000) $453 Shares 1,660 Est. Cost $19.71 Unrealized +27.0%
IVV ISHARES 0.1%
Value ($000) $452 Shares 996 Est. Cost $476.91 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $449 Shares 1,018 Est. Cost $296.85 Unrealized +23.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $426 Shares 4,533 Est. Cost $62.13 Unrealized +33.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $416 Shares 3,000 Est. Cost $81.85 Unrealized +39.6%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $415 Shares 1,800 Est. Cost $180.83 Unrealized +19.4%
YUM YUM! BRANDS INC 0.1%
Value ($000) $397 Shares 3,350 Est. Cost $92.76 Unrealized +23.3%
MRK MERCK & CO INC 0.1%
Value ($000) $385 Shares 4,698 Est. Cost $49.03 Unrealized +42.5%
IEFA ISHARES 0.0%
Value ($000) $367 Shares 5,279 Est. Cost $69.52 Unrealized
ARKK ARK 0.0%
Value ($000) $361 Shares 5,441 Est. Cost $125.97 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $352 Shares 3,853 Est. Cost $62.95 Unrealized -7.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $345 Shares 5,100 Est. Cost $39.04 Unrealized +50.6%
BX BLACKSTONE INC. 0.0%
Value ($000) $343 Shares 2,700 Est. Cost $48.82 Unrealized +119.6%
PFF ISHARES 0.0%
Value ($000) $339 Shares 9,313 Est. Cost $37.52 Unrealized
HRI HERC HOLDINGS INC 0.0%
Value ($000) $334 Shares 2,000 Est. Cost $74.46 Unrealized +96.3%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $331 Shares 8,026 Est. Cost $20.67 Unrealized +97.5%
MA MASTERCARD INC 0.0%
Value ($000) $324 Shares 905 Est. Cost $201.56 Unrealized +74.4%
DOW DOW INC 0.0%
Value ($000) $321 Shares 5,029 Est. Cost $39.71 Unrealized +21.5%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $319 Shares 1,075 Est. Cost $264.11 Unrealized +48.5%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $315 Shares 4,186 Est. Cost $66.12 Unrealized +4.3%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $312 Shares 1,115 Est. Cost $175.54 Unrealized +52.8%
DVY ISHARES 0.0%
Value ($000) $311 Shares 2,432 Est. Cost $81.33 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $306 Shares 2,650 Est. Cost $210.96 Unrealized -37.1%
GRMN GARMIN LTD 0.0%
Value ($000) $297 Shares 2,500 Est. Cost $98.98 Unrealized +11.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $296 Shares 580 Est. Cost $370.40 Unrealized +21.8%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $293 Shares 2,895 Est. Cost $60.38 Unrealized +52.4%
IBB ISHARES 0.0%
Value ($000) $288 Shares 2,208 Est. Cost $107.87 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $287 Shares 1,572 Est. Cost $116.62 Unrealized +36.2%
IBM IBM CORP 0.0%
Value ($000) $279 Shares 2,141 Est. Cost $96.41 Unrealized +16.3%
ADBE ADOBE INC 0.0%
Value ($000) $279 Shares 612 Est. Cost $283.75 Unrealized +69.5%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $278 Shares 1,799 Est. Cost $64.64 Unrealized +110.7%
FNB FNB CORP 0.0%
Value ($000) $273 Shares 21,900 Est. Cost $8.71 Unrealized +31.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $268 Shares 1,430 Est. Cost $126.51 Unrealized +35.8%
MVBF MVB FINANCIAL CORP 0.0%
Value ($000) $259 Shares 6,250 Est. Cost $24.64 Unrealized +45.2%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $259 Shares 1,965 Est. Cost $130.59 Unrealized +1.7%
BKNG BOOKING HOLDINGS INC. 0.0%
Value ($000) $258 Shares 110 Est. Cost $2298.42 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $252 Shares 3,902 Est. Cost $42.88 Unrealized +33.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $237 Shares 1,879 Est. Cost $93.90 Unrealized +23.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $235 Shares 1,838 Est. Cost $110.12 Unrealized +5.8%
WFC WELLS FARGO & CO 0.0%
Value ($000) $234 Shares 4,819 Est. Cost $31.62 Unrealized +53.4%
LIBERTY MEDIA CORP 0.0%
Value ($000) $230 Shares 3,300 Est. Cost $63.33 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $226 Shares 2,500 Est. Cost $69.63 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $225 Shares 209 Est. Cost $335.39 Unrealized -7.1%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $223 Shares 4,869 Est. Cost $27.18 Unrealized +64.1%
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $219 Shares 7,000 Est. Cost $30.24 Unrealized +7.3%
LINDE PLC 0.0%
Value ($000) $218 Shares 683 Est. Cost $347.00 Unrealized
IWB ISHARES 0.0%
Value ($000) $206 Shares 825 Est. Cost $264.24 Unrealized
VIG VANGUARD 0.0%
Value ($000) $203 Shares 1,250 Est. Cost $172.00 Unrealized
TRVI TREVI THERAPEUTICS INC 0.0%
Value ($000) $59 Shares 26,700 Est. Cost $1.04 Unrealized 0.0%
PHASEBIO PHARMACEUTICALS INC 0.0%
Value ($000) $36 Shares 26,900 Est. Cost $1.34 Unrealized
AREC AMERICAN RESOURCES CORP 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $2.03 Unrealized 0.0%
PKTX PROTOKINETIX INC 0.0%
Value ($000) $3 Shares 50,600 Est. Cost $0.06 Unrealized +11.9%