UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $649,622 (100.0% shares, 0.0% debt)

Holdings (159)

HUBB HUBBELL INC 10.4%
Value ($000) $67,367 Shares 302,096 Est. Cost $114.76 Unrealized +74.2%
SCHP SCHWAB 6.5%
Value ($000) $42,306 Shares 816,716 Est. Cost $61.70 Unrealized
IJR ISHARES 5.6%
Value ($000) $36,098 Shares 414,010 Est. Cost $68.12 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $29,609 Shares 214,250 Est. Cost $86.72 Unrealized +77.9%
UBSI UNITED BANKSHARES INC 4.3%
Value ($000) $28,033 Shares 784,134 Est. Cost $36.00 Unrealized +3.5%
MSFT MICROSOFT 4.0%
Value ($000) $26,206 Shares 112,523 Est. Cost $70.48 Unrealized +264.5%
CVX CHEVRON CORPORATION 3.2%
Value ($000) $20,681 Shares 143,951 Est. Cost $79.42 Unrealized +67.2%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $17,233 Shares 105,489 Est. Cost $113.11 Unrealized +35.2%
WM WASTE MANAGEMENT INC 2.5%
Value ($000) $16,456 Shares 102,709 Est. Cost $79.50 Unrealized +96.9%
MCD MCDONALDS CORP 2.5%
Value ($000) $16,137 Shares 69,937 Est. Cost $133.50 Unrealized +77.0%
ABT ABBOTT LABORATORIES 2.4%
Value ($000) $15,354 Shares 158,675 Est. Cost $45.24 Unrealized +121.1%
PG PROCTER & GAMBLE CO 2.3%
Value ($000) $15,247 Shares 120,766 Est. Cost $74.33 Unrealized +75.7%
AMGN AMGEN INC 2.3%
Value ($000) $14,766 Shares 65,512 Est. Cost $140.86 Unrealized +54.7%
UNP UNION PACIFIC 2.3%
Value ($000) $14,737 Shares 75,640 Est. Cost $100.45 Unrealized +103.3%
IRM IRON MOUNTAIN INC 2.2%
Value ($000) $14,411 Shares 327,749 Est. Cost $22.65 Unrealized +96.4%
APD AIR PRODS & CHEMS INC 2.2%
Value ($000) $14,077 Shares 60,483 Est. Cost $247.26 Unrealized -8.4%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $13,623 Shares 340,581 Est. Cost $29.05 Unrealized +37.8%
GD GENERAL DYNAMICS CORP 2.0%
Value ($000) $12,741 Shares 60,051 Est. Cost $184.05 Unrealized +14.6%
DOV DOVER CORP 2.0%
Value ($000) $12,718 Shares 109,090 Est. Cost $78.44 Unrealized +55.9%
TXN TEXAS INSTRUMENTS INC 1.9%
Value ($000) $12,631 Shares 81,608 Est. Cost $157.44 Unrealized -3.7%
GLW CORNING INC 1.8%
Value ($000) $11,861 Shares 408,709 Est. Cost $24.03 Unrealized +28.0%
DGX QUEST DIAGNOSTICS INC 1.8%
Value ($000) $11,418 Shares 93,054 Est. Cost $133.25 Unrealized -7.5%
USB US BANCORP 1.7%
Value ($000) $11,273 Shares 279,593 Est. Cost $41.09 Unrealized -4.5%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $10,591 Shares 101,348 Est. Cost $85.02 Unrealized +24.2%
BLACKROCK INC. 1.5%
Value ($000) $9,497 Shares 17,258 Est. Cost $783.68 Unrealized
UPS UNITED PARCEL SERVICE INC 1.4%
Value ($000) $8,897 Shares 55,073 Est. Cost $149.83 Unrealized +7.1%
TGT TARGET CORP 1.3%
Value ($000) $8,516 Shares 57,391 Est. Cost $143.91 Unrealized -0.7%
VO VANGUARD 1.3%
Value ($000) $8,357 Shares 44,456 Est. Cost $142.34 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $6,985 Shares 80,011 Est. Cost $56.62 Unrealized +43.7%
PARAMOUNT GLOBAL 0.9%
Value ($000) $6,079 Shares 319,227 Est. Cost $37.34 Unrealized
ALB ALBEMARLE CORP 0.8%
Value ($000) $5,355 Shares 20,251 Est. Cost $62.51 Unrealized +288.0%
KLAC KLA CORPORATION 0.8%
Value ($000) $5,214 Shares 17,229 Est. Cost $99.20 Unrealized +237.3%
SPY SPDR 0.6%
Value ($000) $3,994 Shares 11,180 Est. Cost $312.57 Unrealized
VNQ VANGUARD 0.6%
Value ($000) $3,872 Shares 48,296 Est. Cost $86.94 Unrealized
VTI VANGUARD 0.6%
Value ($000) $3,609 Shares 20,114 Est. Cost $164.68 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $3,557 Shares 63,503 Est. Cost $37.71 Unrealized +48.6%
PFE PFIZER INC 0.5%
Value ($000) $3,293 Shares 75,229 Est. Cost $27.56 Unrealized +46.6%
CHD CHURCH & DWIGHT INC 0.4%
Value ($000) $2,812 Shares 39,357 Est. Cost $78.77 Unrealized +5.2%
VTV VANGUARD 0.4%
Value ($000) $2,601 Shares 21,067 Est. Cost $88.25 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $2,473 Shares 34,793 Est. Cost $46.48 Unrealized +34.0%
VB VANGUARD 0.4%
Value ($000) $2,464 Shares 14,418 Est. Cost $169.91 Unrealized
VUG VANGUARD 0.3%
Value ($000) $2,263 Shares 10,576 Est. Cost $119.43 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,195 Shares 57,802 Est. Cost $38.22 Unrealized -6.4%
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,963 Shares 17,370 Est. Cost $123.94 Unrealized +2.0%
IJH ISHARES 0.3%
Value ($000) $1,893 Shares 8,632 Est. Cost $191.79 Unrealized
AEP AMERICAN ELECTRIC PWR INC 0.3%
Value ($000) $1,801 Shares 20,831 Est. Cost $62.27 Unrealized +39.9%
ABBV ABBVIE INC 0.3%
Value ($000) $1,788 Shares 13,324 Est. Cost $67.78 Unrealized +87.5%
T AT&T INC 0.3%
Value ($000) $1,785 Shares 116,355 Est. Cost $14.39 Unrealized +4.8%
BIV VANGUARD 0.3%
Value ($000) $1,635 Shares 22,249 Est. Cost $83.81 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $1,593 Shares 5,899 Est. Cost $108.13 Unrealized +160.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,582 Shares 16,540 Est. Cost $107.83 Unrealized +2.1%
IVW ISHARES 0.2%
Value ($000) $1,447 Shares 25,006 Est. Cost $65.11 Unrealized
MUB ISHARES 0.2%
Value ($000) $1,444 Shares 14,076 Est. Cost $103.71 Unrealized
ESTC ELASTIC NV 0.2%
Value ($000) $1,382 Shares 19,263 Est. Cost $81.63 Unrealized -2.6%
VWO VANGUARD 0.2%
Value ($000) $1,372 Shares 37,592 Est. Cost $45.24 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,325 Shares 4,802 Est. Cost $184.21 Unrealized +46.9%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $1,304 Shares 29,964 Est. Cost $43.64 Unrealized -7.9%
MDY SPDR 0.2%
Value ($000) $1,243 Shares 3,095 Est. Cost $345.43 Unrealized
V VISA INC 0.2%
Value ($000) $1,173 Shares 6,605 Est. Cost $157.43 Unrealized +26.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,158 Shares 3,581 Est. Cost $95.87 Unrealized +221.4%
MMM 3M CO 0.2%
Value ($000) $1,142 Shares 10,330 Est. Cost $136.99 Unrealized -29.6%
CMCSA COMCAST CORP 0.2%
Value ($000) $1,127 Shares 38,429 Est. Cost $32.57 Unrealized +3.4%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,119 Shares 6,699 Est. Cost $128.54 Unrealized +26.1%
DCGO DOCGO, INC. 0.2%
Value ($000) $1,083 Shares 109,159 Est. Cost $9.28 Unrealized -2.7%
PEP PEPSICO INC 0.2%
Value ($000) $1,040 Shares 6,366 Est. Cost $112.83 Unrealized +36.9%
D DOMINION ENERGY INC. 0.2%
Value ($000) $1,024 Shares 14,814 Est. Cost $59.94 Unrealized +14.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,019 Shares 10,600 Est. Cost $108.17 Unrealized +2.5%
CAT CATERPILLAR INC. 0.2%
Value ($000) $989 Shares 6,025 Est. Cost $128.19 Unrealized +34.3%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $956 Shares 10,275 Est. Cost $68.88 Unrealized +36.5%
VXUS VANGUARD 0.1%
Value ($000) $938 Shares 20,495 Est. Cost $55.86 Unrealized
XLU SPDR 0.1%
Value ($000) $937 Shares 14,301 Est. Cost $74.37 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $925 Shares 13,600 Est. Cost $39.96 Unrealized +67.5%
EFA ISHARES 0.1%
Value ($000) $885 Shares 15,785 Est. Cost $61.68 Unrealized
IWF ISHARES 0.1%
Value ($000) $879 Shares 4,178 Est. Cost $136.73 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $843 Shares 8,934 Est. Cost $121.96 Unrealized -14.3%
BSV VANGUARD 0.1%
Value ($000) $826 Shares 11,034 Est. Cost $79.12 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $801 Shares 3,542 Est. Cost $107.67 Unrealized +103.5%
DE DEERE & CO 0.1%
Value ($000) $792 Shares 2,374 Est. Cost $235.04 Unrealized +38.9%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $740 Shares 3,939 Est. Cost $134.57 Unrealized +35.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $740 Shares 9,441 Est. Cost $60.34 Unrealized +27.8%
IWR ISHARES 0.1%
Value ($000) $739 Shares 11,884 Est. Cost $72.34 Unrealized
EEM ISHARES 0.1%
Value ($000) $709 Shares 20,337 Est. Cost $36.32 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $695 Shares 8,483 Est. Cost $60.29 Unrealized +39.1%
ACN ACCENTURE 0.1%
Value ($000) $687 Shares 2,669 Est. Cost $225.92 Unrealized +21.6%
INTC INTEL CORP 0.1%
Value ($000) $642 Shares 24,909 Est. Cost $37.99 Unrealized -15.0%
INTU INTUIT INC 0.1%
Value ($000) $636 Shares 1,642 Est. Cost $346.63 Unrealized +21.9%
META META PLATFORMS, INC. 0.1%
Value ($000) $618 Shares 4,558 Est. Cost $247.98 Unrealized -35.1%
XLK SPDR 0.1%
Value ($000) $594 Shares 5,000 Est. Cost $129.90 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $585 Shares 2,786 Est. Cost $151.70 Unrealized +46.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $581 Shares 4,668 Est. Cost $93.55 Unrealized +22.5%
CSX CSX CORP 0.1%
Value ($000) $576 Shares 21,615 Est. Cost $26.92 Unrealized +10.0%
DIA SPDR 0.1%
Value ($000) $559 Shares 1,944 Est. Cost $247.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $547 Shares 2,050 Est. Cost $204.81 Unrealized +38.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $543 Shares 6,330 Est. Cost $66.56 Unrealized +29.0%
IWM ISHARES 0.1%
Value ($000) $518 Shares 3,141 Est. Cost $170.14 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $509 Shares 8,335 Est. Cost $52.60 Unrealized +33.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $508 Shares 12,590 Est. Cost $32.53 Unrealized +1.6%
WMT WALMART 0.1%
Value ($000) $506 Shares 3,899 Est. Cost $44.44 Unrealized -5.5%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $497 Shares 2,750 Est. Cost $169.87 Unrealized +6.9%
AR ANTERO RESOURCES CORP 0.1%
Value ($000) $491 Shares 16,085 Est. Cost $13.64 Unrealized +170.7%
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $478 Shares 3,516 Est. Cost $88.75 Unrealized +50.8%
IVV ISHARES 0.1%
Value ($000) $461 Shares 1,285 Est. Cost $444.03 Unrealized
VV VANGUARD 0.1%
Value ($000) $451 Shares 2,757 Est. Cost $122.66 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $448 Shares 5,850 Est. Cost $42.72 Unrealized +58.7%
MRK MERCK & CO INC 0.1%
Value ($000) $439 Shares 5,098 Est. Cost $51.49 Unrealized +56.2%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $433 Shares 1,885 Est. Cost $183.02 Unrealized +25.4%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $430 Shares 2,877 Est. Cost $103.91 Unrealized +36.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $421 Shares 1,089 Est. Cost $302.32 Unrealized +25.9%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $406 Shares 1 Est. Cost $330761.80 Unrealized +29.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $394 Shares 2,406 Est. Cost $79.62 Unrealized +8.8%
EPAM EPAM SYSTEMS INC 0.1%
Value ($000) $389 Shares 1,075 Est. Cost $264.11 Unrealized +44.9%
RVTY PERKINELMER INC 0.1%
Value ($000) $385 Shares 3,200 Est. Cost $91.68 Unrealized +52.5%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $375 Shares 5,134 Est. Cost $55.48 Unrealized +39.9%
IWV ISHARES 0.1%
Value ($000) $366 Shares 1,770 Est. Cost $158.19 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $356 Shares 3,350 Est. Cost $92.76 Unrealized +17.3%
PFF ISHARES 0.0%
Value ($000) $319 Shares 10,068 Est. Cost $37.10 Unrealized
MPC MARATHON PETROLEUM 0.0%
Value ($000) $307 Shares 3,088 Est. Cost $86.91 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $304 Shares 3,656 Est. Cost $52.14 Unrealized +94.8%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $301 Shares 3,160 Est. Cost $62.67 Unrealized +39.8%
AGEAGLE AERIAL SYSTEMS INC 0.0%
Value ($000) $300 Shares 645,389 Est. Cost $0.60 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $299 Shares 593 Est. Cost $376.70 Unrealized +31.4%
LINDE PLC 0.0%
Value ($000) $296 Shares 1,098 Est. Cost $269.58 Unrealized
IBM IBM CORP 0.0%
Value ($000) $285 Shares 2,396 Est. Cost $100.86 Unrealized +14.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $281 Shares 1,879 Est. Cost $93.90 Unrealized +46.3%
IEFA ISHARES 0.0%
Value ($000) $278 Shares 5,279 Est. Cost $69.52 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $276 Shares 3,333 Est. Cost $62.13 Unrealized +30.3%
MA MASTERCARD INC 0.0%
Value ($000) $270 Shares 947 Est. Cost $207.04 Unrealized +57.1%
LIBERTY MEDIA CORP 0.0%
Value ($000) $269 Shares 4,600 Est. Cost $63.37 Unrealized
MS MORGAN STANLEY GROUP INC 0.0%
Value ($000) $269 Shares 3,404 Est. Cost $75.24 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $263 Shares 2,516 Est. Cost $106.48 Unrealized 0.0%
DVY ISHARES 0.0%
Value ($000) $261 Shares 2,432 Est. Cost $81.33 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $259 Shares 2,132 Est. Cost $18.98 Unrealized -16.8%
IBB ISHARES 0.0%
Value ($000) $258 Shares 2,208 Est. Cost $107.87 Unrealized
FNB FNB CORP 0.0%
Value ($000) $254 Shares 21,900 Est. Cost $8.71 Unrealized +20.8%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $242 Shares 3,915 Est. Cost $62.64 Unrealized -31.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $242 Shares 8,026 Est. Cost $20.67 Unrealized +48.0%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $240 Shares 1,115 Est. Cost $175.54 Unrealized +25.3%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $238 Shares 3,897 Est. Cost $66.12 Unrealized -8.3%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $237 Shares 2,749 Est. Cost $88.47 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $233 Shares 5,304 Est. Cost $41.72 Unrealized -0.6%
BX BLACKSTONE INC. 0.0%
Value ($000) $231 Shares 2,760 Est. Cost $50.51 Unrealized +72.8%
AFL AFLAC INC 0.0%
Value ($000) $219 Shares 3,902 Est. Cost $42.88 Unrealized +27.3%
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $216 Shares 7,459 Est. Cost $29.43 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $215 Shares 456 Est. Cost $498.08 Unrealized 0.0%
MLM MARTIN MARIETTA MTLS INC 0.0%
Value ($000) $209 Shares 650 Est. Cost $331.53 Unrealized 0.0%
HRI HERC HOLDINGS INC 0.0%
Value ($000) $208 Shares 2,000 Est. Cost $103.82 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $203 Shares 1,505 Est. Cost $144.95 Unrealized 0.0%
ARKK ARK 0.0%
Value ($000) $202 Shares 5,361 Est. Cost $37.68 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $201 Shares 2,500 Est. Cost $98.98 Unrealized -11.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $201 Shares 2,500 Est. Cost $74.27 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $201 Shares 3,517 Est. Cost $56.17 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC. 0.0%
Value ($000) $130 Shares 11,279 Est. Cost $18.55 Unrealized -26.7%
TRVI TREVI THERAPEUTICS INC 0.0%
Value ($000) $44 Shares 28,450 Est. Cost $1.12 Unrealized +191.9%
SEELOS THERAPEUTICS INC 0.0%
Value ($000) $27 Shares 26,200 Est. Cost $1.03 Unrealized
AREC AMERICAN RESOURCES CORP 0.0%
Value ($000) $27 Shares 10,000 Est. Cost $2.03 Unrealized +20.5%
GREENPOWER MOTOR CON INC 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $2.30 Unrealized
PHASEBIO PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 37,400 Est. Cost $1.02 Unrealized
VISTAGEN THERAPEUTICS, INC. 0.0%
Value ($000) $3 Shares 20,000 Est. Cost $0.87 Unrealized
PKTX PROTOKINETIX INC 0.0%
Value ($000) $2 Shares 50,600 Est. Cost $0.06 Unrealized -42.4%