UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $713,506 (100.0% shares, 0.0% debt)

Holdings (159)

HUBB HUBBELL INC 9.9%
Value ($000) $70,896 Shares 302,096 Est. Cost $114.76 Unrealized +99.9%
IJR ISHARES 5.1%
Value ($000) $36,249 Shares 383,018 Est. Cost $68.12 Unrealized
SHV ISHARES 4.9%
Value ($000) $34,676 Shares 315,465 Est. Cost $109.92 Unrealized
UBSI UNITED BANKSHARES INC 4.4%
Value ($000) $31,302 Shares 773,082 Est. Cost $36.00 Unrealized +12.6%
AAPL APPLE INC 4.0%
Value ($000) $28,231 Shares 217,275 Est. Cost $87.47 Unrealized +60.8%
MSFT MICROSOFT 3.8%
Value ($000) $27,284 Shares 113,768 Est. Cost $72.27 Unrealized +223.9%
CVX CHEVRON CORPORATION 3.5%
Value ($000) $24,799 Shares 138,161 Est. Cost $79.42 Unrealized +92.9%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $19,055 Shares 107,869 Est. Cost $114.08 Unrealized +37.7%
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $18,902 Shares 124,715 Est. Cost $76.08 Unrealized +70.6%
MCD MCDONALDS CORP 2.6%
Value ($000) $18,727 Shares 71,063 Est. Cost $135.27 Unrealized +81.3%
APD AIR PRODS & CHEMS INC 2.5%
Value ($000) $17,846 Shares 57,892 Est. Cost $247.26 Unrealized +4.9%
ABT ABBOTT LABORATORIES 2.5%
Value ($000) $17,742 Shares 161,600 Est. Cost $46.19 Unrealized +111.4%
AMGN AMGEN INC 2.4%
Value ($000) $17,421 Shares 66,332 Est. Cost $142.12 Unrealized +70.8%
CSCO CISCO SYSTEMS INC 2.3%
Value ($000) $16,758 Shares 351,763 Est. Cost $29.45 Unrealized +40.8%
IRM IRON MOUNTAIN INC 2.3%
Value ($000) $16,728 Shares 335,572 Est. Cost $23.17 Unrealized +94.1%
WM WASTE MANAGEMENT INC 2.3%
Value ($000) $16,480 Shares 105,050 Est. Cost $81.14 Unrealized +88.8%
UNP UNION PACIFIC 2.2%
Value ($000) $15,943 Shares 76,991 Est. Cost $102.02 Unrealized +86.4%
DOV DOVER CORP 2.2%
Value ($000) $15,345 Shares 113,322 Est. Cost $80.28 Unrealized +59.1%
GD GENERAL DYNAMICS CORP 2.1%
Value ($000) $15,153 Shares 61,073 Est. Cost $184.80 Unrealized +23.8%
DGX QUEST DIAGNOSTICS INC 2.1%
Value ($000) $14,975 Shares 95,724 Est. Cost $133.31 Unrealized +1.5%
TXN TEXAS INSTRUMENTS INC 1.9%
Value ($000) $13,702 Shares 82,931 Est. Cost $157.35 Unrealized -3.5%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $13,606 Shares 101,461 Est. Cost $85.02 Unrealized +38.4%
GLW CORNING INC 1.9%
Value ($000) $13,427 Shares 420,368 Est. Cost $24.19 Unrealized +22.9%
USB US BANCORP 1.8%
Value ($000) $12,849 Shares 294,632 Est. Cost $40.87 Unrealized -10.2%
BLACKROCK INC. 1.7%
Value ($000) $12,432 Shares 17,544 Est. Cost $782.45 Unrealized
UPS UNITED PARCEL SERVICE INC 1.5%
Value ($000) $10,935 Shares 62,905 Est. Cost $149.61 Unrealized -1.1%
TGT TARGET CORP 1.4%
Value ($000) $9,752 Shares 65,429 Est. Cost $143.54 Unrealized -1.8%
VO VANGUARD 1.3%
Value ($000) $9,294 Shares 45,601 Est. Cost $143.88 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $8,532 Shares 77,356 Est. Cost $56.62 Unrealized +70.0%
KLAC KLA CORPORATION 0.9%
Value ($000) $6,496 Shares 17,229 Est. Cost $99.20 Unrealized +240.6%
MUB ISHARES 0.9%
Value ($000) $6,201 Shares 58,770 Est. Cost $105.09 Unrealized
PARAMOUNT GLOBAL 0.8%
Value ($000) $5,890 Shares 348,933 Est. Cost $35.60 Unrealized
ALB ALBEMARLE CORP 0.6%
Value ($000) $4,392 Shares 20,251 Est. Cost $62.51 Unrealized +307.3%
VNQ VANGUARD 0.6%
Value ($000) $4,304 Shares 52,186 Est. Cost $86.61 Unrealized
SPY SPDR 0.6%
Value ($000) $4,276 Shares 11,180 Est. Cost $312.57 Unrealized
VTI VANGUARD 0.5%
Value ($000) $3,846 Shares 20,114 Est. Cost $164.68 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $3,536 Shares 69,011 Est. Cost $27.56 Unrealized +45.8%
KO COCA COLA CO 0.5%
Value ($000) $3,535 Shares 55,566 Est. Cost $37.71 Unrealized +45.6%
VUG VANGUARD 0.5%
Value ($000) $3,512 Shares 16,478 Est. Cost $152.99 Unrealized
VB VANGUARD 0.5%
Value ($000) $3,430 Shares 18,689 Est. Cost $173.02 Unrealized
VTV VANGUARD 0.5%
Value ($000) $3,391 Shares 24,156 Est. Cost $94.92 Unrealized
CHD CHURCH & DWIGHT INC 0.4%
Value ($000) $3,173 Shares 39,357 Est. Cost $78.77 Unrealized -6.1%
VWO VANGUARD 0.4%
Value ($000) $2,859 Shares 73,351 Est. Cost $42.19 Unrealized
IVW ISHARES 0.3%
Value ($000) $2,420 Shares 41,365 Est. Cost $62.49 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,315 Shares 32,169 Est. Cost $46.48 Unrealized +40.3%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,303 Shares 58,443 Est. Cost $38.14 Unrealized -19.3%
IJH ISHARES 0.3%
Value ($000) $2,222 Shares 9,187 Est. Cost $194.82 Unrealized
T AT&T INC 0.3%
Value ($000) $2,111 Shares 114,658 Est. Cost $14.39 Unrealized +5.0%
URI UNITED RENTALS INC 0.3%
Value ($000) $2,097 Shares 5,899 Est. Cost $108.13 Unrealized +194.3%
AEP AMERICAN ELECTRIC PWR INC 0.3%
Value ($000) $1,981 Shares 20,864 Est. Cost $62.27 Unrealized +29.9%
ABBV ABBVIE INC 0.2%
Value ($000) $1,696 Shares 10,495 Est. Cost $67.78 Unrealized +102.4%
BIV VANGUARD 0.2%
Value ($000) $1,654 Shares 22,249 Est. Cost $83.81 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,519 Shares 4,809 Est. Cost $184.21 Unrealized +52.6%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,485 Shares 16,830 Est. Cost $107.60 Unrealized -12.3%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,436 Shares 6,699 Est. Cost $128.54 Unrealized +39.1%
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,405 Shares 16,730 Est. Cost $123.94 Unrealized -20.3%
MDY SPDR 0.2%
Value ($000) $1,370 Shares 3,095 Est. Cost $345.43 Unrealized
V VISA INC 0.2%
Value ($000) $1,322 Shares 6,365 Est. Cost $157.43 Unrealized +25.1%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,310 Shares 3,581 Est. Cost $95.87 Unrealized +260.7%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $1,234 Shares 28,684 Est. Cost $43.64 Unrealized -15.0%
PEP PEPSICO INC 0.2%
Value ($000) $1,153 Shares 6,382 Est. Cost $112.83 Unrealized +42.6%
EFA ISHARES 0.2%
Value ($000) $1,128 Shares 17,186 Est. Cost $62.00 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,062 Shares 8,858 Est. Cost $136.99 Unrealized -33.8%
VXUS VANGUARD 0.1%
Value ($000) $1,060 Shares 20,495 Est. Cost $55.86 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $1,039 Shares 10,084 Est. Cost $68.88 Unrealized +23.1%
DE DEERE & CO 0.1%
Value ($000) $1,018 Shares 2,374 Est. Cost $235.04 Unrealized +65.4%
XLU SPDR 0.1%
Value ($000) $996 Shares 14,125 Est. Cost $74.37 Unrealized
ESTC ELASTIC NV 0.1%
Value ($000) $992 Shares 19,263 Est. Cost $81.63 Unrealized -26.6%
CMCSA COMCAST CORP 0.1%
Value ($000) $992 Shares 28,361 Est. Cost $32.57 Unrealized -7.7%
SO SOUTHERN CO 0.1%
Value ($000) $977 Shares 13,677 Est. Cost $39.96 Unrealized +49.2%
D DOMINION ENERGY INC. 0.1%
Value ($000) $910 Shares 14,843 Est. Cost $59.94 Unrealized -10.5%
IWF ISHARES 0.1%
Value ($000) $895 Shares 4,178 Est. Cost $136.73 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $866 Shares 9,760 Est. Cost $108.17 Unrealized -12.4%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $846 Shares 3,542 Est. Cost $107.67 Unrealized +112.7%
BSV VANGUARD 0.1%
Value ($000) $831 Shares 11,034 Est. Cost $79.12 Unrealized
IWR ISHARES 0.1%
Value ($000) $802 Shares 11,884 Est. Cost $72.34 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $789 Shares 9,441 Est. Cost $60.34 Unrealized +22.3%
DCGO DOCGO, INC. 0.1%
Value ($000) $772 Shares 109,159 Est. Cost $9.28 Unrealized -9.6%
EEM ISHARES 0.1%
Value ($000) $771 Shares 20,337 Est. Cost $36.32 Unrealized
ACWX ISHARES 0.1%
Value ($000) $770 Shares 16,920 Est. Cost $45.50 Unrealized
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $747 Shares 3,750 Est. Cost $134.57 Unrealized +39.8%
ACN ACCENTURE 0.1%
Value ($000) $704 Shares 2,638 Est. Cost $225.92 Unrealized +16.9%
DIA SPDR 0.1%
Value ($000) $644 Shares 1,944 Est. Cost $247.43 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $640 Shares 7,835 Est. Cost $52.60 Unrealized +39.2%
INTU INTUIT INC 0.1%
Value ($000) $639 Shares 1,642 Est. Cost $346.63 Unrealized +12.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $633 Shares 4,668 Est. Cost $93.55 Unrealized +29.8%
XLK SPDR 0.1%
Value ($000) $622 Shares 5,000 Est. Cost $129.90 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $606 Shares 2,750 Est. Cost $169.87 Unrealized +16.3%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $603 Shares 6,330 Est. Cost $66.56 Unrealized +22.7%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $589 Shares 1,906 Est. Cost $204.81 Unrealized +45.0%
CAT CATERPILLAR INC. 0.1%
Value ($000) $581 Shares 2,425 Est. Cost $128.19 Unrealized +61.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $580 Shares 12,690 Est. Cost $32.53 Unrealized +7.7%
MRK MERCK & CO INC 0.1%
Value ($000) $549 Shares 4,949 Est. Cost $51.49 Unrealized +80.2%
IWM ISHARES 0.1%
Value ($000) $548 Shares 3,141 Est. Cost $170.14 Unrealized
META META PLATFORMS, INC. 0.1%
Value ($000) $518 Shares 4,308 Est. Cost $247.98 Unrealized -53.0%
WMT WALMART 0.1%
Value ($000) $517 Shares 3,649 Est. Cost $44.44 Unrealized +2.7%
INTC INTEL CORP 0.1%
Value ($000) $510 Shares 19,282 Est. Cost $37.99 Unrealized -29.9%
GIS GENERAL MILLS INC 0.1%
Value ($000) $495 Shares 5,901 Est. Cost $42.72 Unrealized +70.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $490 Shares 1,007 Est. Cost $302.32 Unrealized +41.1%
VV VANGUARD 0.1%
Value ($000) $480 Shares 2,757 Est. Cost $122.66 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $475 Shares 4,706 Est. Cost $60.29 Unrealized +45.4%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $469 Shares 1 Est. Cost $330761.80 Unrealized +35.7%
DIS WALT DISNEY CO 0.1%
Value ($000) $455 Shares 5,242 Est. Cost $121.96 Unrealized -23.4%
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $454 Shares 3,516 Est. Cost $88.75 Unrealized +44.5%
YUM YUM! BRANDS INC 0.1%
Value ($000) $429 Shares 3,350 Est. Cost $92.76 Unrealized +23.0%
NKE NIKE INC 0.1%
Value ($000) $428 Shares 3,656 Est. Cost $52.14 Unrealized +82.8%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $417 Shares 1,800 Est. Cost $183.02 Unrealized +23.6%
SDY SPDR 0.1%
Value ($000) $395 Shares 3,158 Est. Cost $125.11 Unrealized
IVV ISHARES 0.1%
Value ($000) $394 Shares 1,026 Est. Cost $444.03 Unrealized
IWV ISHARES 0.1%
Value ($000) $391 Shares 1,770 Est. Cost $158.19 Unrealized
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $352 Shares 1,075 Est. Cost $264.11 Unrealized +28.7%
LINDE PLC 0.0%
Value ($000) $351 Shares 1,075 Est. Cost $269.58 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $345 Shares 3,410 Est. Cost $62.56 Unrealized +29.9%
IEFA ISHARES 0.0%
Value ($000) $335 Shares 5,440 Est. Cost $69.29 Unrealized
CSX CSX CORP 0.0%
Value ($000) $335 Shares 10,815 Est. Cost $26.92 Unrealized +6.7%
GPC GENUINE PARTS CO 0.0%
Value ($000) $326 Shares 1,879 Est. Cost $93.90 Unrealized +69.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $321 Shares 2,516 Est. Cost $106.48 Unrealized +6.0%
MA MASTERCARD INC 0.0%
Value ($000) $315 Shares 905 Est. Cost $207.04 Unrealized +56.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $298 Shares 563 Est. Cost $376.70 Unrealized +32.8%
MS MORGAN STANLEY GROUP INC 0.0%
Value ($000) $298 Shares 3,504 Est. Cost $75.29 Unrealized +2.0%
IBB ISHARES 0.0%
Value ($000) $290 Shares 2,208 Est. Cost $107.87 Unrealized
DVY ISHARES 0.0%
Value ($000) $289 Shares 2,399 Est. Cost $81.33 Unrealized
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $287 Shares 1,115 Est. Cost $175.54 Unrealized +35.5%
FNB FNB CORP 0.0%
Value ($000) $286 Shares 21,900 Est. Cost $8.71 Unrealized +37.7%
PFF ISHARES 0.0%
Value ($000) $284 Shares 9,313 Est. Cost $37.10 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $281 Shares 3,902 Est. Cost $42.88 Unrealized +45.8%
LIBERTY MEDIA CORP 0.0%
Value ($000) $275 Shares 4,600 Est. Cost $63.37 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $274 Shares 3,897 Est. Cost $66.12 Unrealized -3.4%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $270 Shares 2,895 Est. Cost $62.67 Unrealized +37.1%
MPC MARATHON PETROLEUM 0.0%
Value ($000) $269 Shares 2,310 Est. Cost $86.91 Unrealized +22.5%
DOW DOW INC 0.0%
Value ($000) $267 Shares 5,304 Est. Cost $41.72 Unrealized -2.9%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $267 Shares 8,056 Est. Cost $20.67 Unrealized +53.4%
NVDA NVIDIA CORP 0.0%
Value ($000) $257 Shares 1,760 Est. Cost $18.98 Unrealized -22.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $246 Shares 1,765 Est. Cost $79.62 Unrealized +0.8%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $245 Shares 994 Est. Cost $151.70 Unrealized +45.3%
XYL XYLEM INC 0.0%
Value ($000) $243 Shares 2,200 Est. Cost $100.99 Unrealized 0.0%
AGEAGLE AERIAL SYSTEMS INC 0.0%
Value ($000) $240 Shares 685,562 Est. Cost $0.58 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $232 Shares 2,500 Est. Cost $74.27 Unrealized +12.6%
GRMN GARMIN LTD 0.0%
Value ($000) $231 Shares 2,500 Est. Cost $98.98 Unrealized -16.5%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $228 Shares 2,727 Est. Cost $62.64 Unrealized -22.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $223 Shares 2,320 Est. Cost $55.48 Unrealized +52.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $222 Shares 1,505 Est. Cost $144.95 Unrealized -1.8%
MLM MARTIN MARIETTA MTLS INC 0.0%
Value ($000) $220 Shares 650 Est. Cost $331.53 Unrealized +1.0%
BP BP PLC 0.0%
Value ($000) $217 Shares 6,223 Est. Cost $34.93 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $213 Shares 879 Est. Cost $220.78 Unrealized 0.0%
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $211 Shares 7,459 Est. Cost $29.43 Unrealized -0.1%
CTVA CORTEVA INC 0.0%
Value ($000) $207 Shares 3,517 Est. Cost $56.17 Unrealized +8.8%
WFC WELLS FARGO & CO 0.0%
Value ($000) $203 Shares 4,919 Est. Cost $40.83 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $202 Shares 600 Est. Cost $319.83 Unrealized 0.0%
AVGO BROADCOM INC. 0.0%
Value ($000) $201 Shares 359 Est. Cost $47.61 Unrealized 0.0%
BX BLACKSTONE INC. 0.0%
Value ($000) $200 Shares 2,700 Est. Cost $50.51 Unrealized +55.7%
WBD WARNER BROS DISCOVERY INC. 0.0%
Value ($000) $98 Shares 10,289 Est. Cost $18.55 Unrealized -39.1%
TRVI TREVI THERAPEUTICS INC 0.0%
Value ($000) $55 Shares 28,450 Est. Cost $1.12 Unrealized +75.5%
AUTL AUTOLUS THERAPEUTICS PLC 0.0%
Value ($000) $20 Shares 10,300 Est. Cost $1.90 Unrealized
SEELOS THERAPEUTICS INC 0.0%
Value ($000) $18 Shares 26,200 Est. Cost $1.03 Unrealized
VIRACTA THERAPEUTICS INC 0.0%
Value ($000) $15 Shares 10,205 Est. Cost $1.46 Unrealized
AREC AMERICAN RESOURCES CORP 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $2.03 Unrealized -9.9%
VISTAGEN THERAPEUTICS, INC. 0.0%
Value ($000) $2 Shares 20,000 Est. Cost $0.87 Unrealized
PKTX PROTOKINETIX INC 0.0%
Value ($000) $1 Shares 50,600 Est. Cost $0.06 Unrealized -49.1%