UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 1, 2023

Total Value ($000): $782,697 (100.0% shares, 0.0% debt)

Holdings (161)

HUBB HUBBELL INC 9.4%
Value ($000) $73,503 Shares 302,096 Est. Cost $114.76 Unrealized +100.4%
IGSB ISHARES 5.5%
Value ($000) $43,176 Shares 854,285 Est. Cost $50.54 Unrealized
IJR ISHARES 4.5%
Value ($000) $35,493 Shares 367,039 Est. Cost $68.12 Unrealized
AAPL APPLE INC 4.4%
Value ($000) $34,563 Shares 209,600 Est. Cost $87.47 Unrealized +66.3%
MSFT MICROSOFT 4.2%
Value ($000) $32,508 Shares 112,759 Est. Cost $72.27 Unrealized +245.2%
UBSI UNITED BANKSHARES INC 3.5%
Value ($000) $27,618 Shares 784,601 Est. Cost $36.05 Unrealized +8.9%
SUB ISHARES 3.2%
Value ($000) $25,381 Shares 242,465 Est. Cost $104.68 Unrealized
CVX CHEVRON CORPORATION 2.8%
Value ($000) $21,710 Shares 133,061 Est. Cost $79.42 Unrealized +86.9%
MCD MCDONALDS CORP 2.4%
Value ($000) $18,645 Shares 66,683 Est. Cost $135.27 Unrealized +85.2%
PG PROCTER & GAMBLE CO 2.3%
Value ($000) $18,291 Shares 123,014 Est. Cost $76.08 Unrealized +75.1%
CSCO CISCO SYSTEMS INC 2.3%
Value ($000) $17,948 Shares 343,332 Est. Cost $29.45 Unrealized +52.3%
WM WASTE MANAGEMENT INC 2.2%
Value ($000) $17,109 Shares 104,854 Est. Cost $81.14 Unrealized +80.4%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $17,050 Shares 110,000 Est. Cost $114.73 Unrealized +28.9%
IRM IRON MOUNTAIN INC 2.1%
Value ($000) $16,825 Shares 318,002 Est. Cost $23.17 Unrealized +103.9%
ABT ABBOTT LABORATORIES 2.1%
Value ($000) $16,591 Shares 163,849 Est. Cost $46.92 Unrealized +113.1%
DOV DOVER CORP 2.1%
Value ($000) $16,310 Shares 107,342 Est. Cost $80.28 Unrealized +76.5%
AMGN AMGEN INC 2.1%
Value ($000) $16,116 Shares 66,664 Est. Cost $142.12 Unrealized +57.6%
UNP UNION PACIFIC 2.0%
Value ($000) $15,819 Shares 78,599 Est. Cost $103.81 Unrealized +82.4%
SHV ISHARES 2.0%
Value ($000) $15,313 Shares 138,576 Est. Cost $109.92 Unrealized
APD AIR PRODS & CHEMS INC 2.0%
Value ($000) $15,311 Shares 53,310 Est. Cost $247.26 Unrealized +9.3%
TXN TEXAS INSTRUMENTS INC 2.0%
Value ($000) $15,297 Shares 82,239 Est. Cost $157.35 Unrealized +2.5%
GLW CORNING INC 1.9%
Value ($000) $14,636 Shares 414,859 Est. Cost $24.19 Unrealized +32.7%
UPS UNITED PARCEL SERVICE INC 1.8%
Value ($000) $14,055 Shares 72,453 Est. Cost $150.74 Unrealized +4.9%
GD GENERAL DYNAMICS CORP 1.8%
Value ($000) $13,735 Shares 60,185 Est. Cost $184.80 Unrealized +17.8%
DGX QUEST DIAGNOSTICS INC 1.7%
Value ($000) $13,643 Shares 96,429 Est. Cost $133.31 Unrealized +1.4%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $13,196 Shares 101,264 Est. Cost $85.02 Unrealized +50.7%
TGT TARGET CORP 1.6%
Value ($000) $12,504 Shares 75,496 Est. Cost $144.22 Unrealized +3.1%
PFE PFIZER INC 1.6%
Value ($000) $12,244 Shares 300,089 Est. Cost $34.48 Unrealized +6.0%
BLACKROCK INC. 1.5%
Value ($000) $11,971 Shares 17,891 Est. Cost $780.26 Unrealized
USB US BANCORP 1.4%
Value ($000) $11,268 Shares 312,557 Est. Cost $40.74 Unrealized -5.2%
VO VANGUARD 1.2%
Value ($000) $9,540 Shares 45,232 Est. Cost $143.88 Unrealized
CMI CUMMINS INC 1.2%
Value ($000) $9,301 Shares 38,936 Est. Cost $227.79 Unrealized +0.1%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $8,374 Shares 76,359 Est. Cost $56.62 Unrealized +76.9%
KLAC KLA CORPORATION 0.9%
Value ($000) $6,877 Shares 17,229 Est. Cost $99.20 Unrealized +286.4%
VNQ VANGUARD 0.8%
Value ($000) $6,454 Shares 77,725 Est. Cost $85.44 Unrealized
ALB ALBEMARLE CORP 0.6%
Value ($000) $4,476 Shares 20,251 Est. Cost $62.51 Unrealized +277.1%
SPY SPDR 0.6%
Value ($000) $4,461 Shares 10,896 Est. Cost $312.57 Unrealized
VUG VANGUARD 0.5%
Value ($000) $4,110 Shares 16,478 Est. Cost $152.99 Unrealized
VTI VANGUARD 0.5%
Value ($000) $4,078 Shares 19,978 Est. Cost $164.68 Unrealized
IVW ISHARES 0.5%
Value ($000) $3,812 Shares 59,665 Est. Cost $62.92 Unrealized
CHD CHURCH & DWIGHT INC 0.4%
Value ($000) $3,477 Shares 39,328 Est. Cost $78.77 Unrealized +2.4%
KO COCA COLA CO 0.4%
Value ($000) $3,439 Shares 55,439 Est. Cost $37.71 Unrealized +46.9%
MUB ISHARES 0.4%
Value ($000) $3,331 Shares 30,913 Est. Cost $105.09 Unrealized
VB VANGUARD 0.4%
Value ($000) $3,282 Shares 17,312 Est. Cost $173.02 Unrealized
VTV VANGUARD 0.4%
Value ($000) $2,910 Shares 21,067 Est. Cost $94.92 Unrealized
VWO VANGUARD 0.3%
Value ($000) $2,365 Shares 58,530 Est. Cost $42.19 Unrealized
URI UNITED RENTALS INC 0.3%
Value ($000) $2,335 Shares 5,899 Est. Cost $108.13 Unrealized +277.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,262 Shares 58,153 Est. Cost $38.14 Unrealized -14.3%
IJH ISHARES 0.3%
Value ($000) $2,254 Shares 9,011 Est. Cost $194.82 Unrealized
T AT&T INC 0.3%
Value ($000) $2,200 Shares 114,271 Est. Cost $14.39 Unrealized +13.7%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,192 Shares 31,631 Est. Cost $46.48 Unrealized +32.3%
AEP AMERICAN ELECTRIC PWR INC 0.2%
Value ($000) $1,895 Shares 20,831 Est. Cost $62.27 Unrealized +31.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,795 Shares 17,308 Est. Cost $107.26 Unrealized -11.2%
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,761 Shares 17,050 Est. Cost $123.43 Unrealized -21.7%
BIV VANGUARD 0.2%
Value ($000) $1,707 Shares 22,249 Est. Cost $83.81 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,453 Shares 9,118 Est. Cost $67.78 Unrealized +103.8%
V VISA INC 0.2%
Value ($000) $1,445 Shares 6,408 Est. Cost $157.43 Unrealized +38.4%
MDY SPDR 0.2%
Value ($000) $1,419 Shares 3,095 Est. Cost $345.43 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,404 Shares 4,758 Est. Cost $184.21 Unrealized +54.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,271 Shares 6,649 Est. Cost $128.54 Unrealized +37.4%
EFA ISHARES 0.2%
Value ($000) $1,226 Shares 17,140 Est. Cost $62.00 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,187 Shares 3,456 Est. Cost $95.87 Unrealized +244.1%
PEP PEPSICO INC 0.1%
Value ($000) $1,137 Shares 6,235 Est. Cost $112.83 Unrealized +40.7%
VXUS VANGUARD 0.1%
Value ($000) $1,132 Shares 20,495 Est. Cost $55.86 Unrealized
ESTC ELASTIC NV 0.1%
Value ($000) $1,115 Shares 19,263 Est. Cost $81.63 Unrealized -30.2%
CMCSA COMCAST CORP 0.1%
Value ($000) $1,075 Shares 28,361 Est. Cost $32.57 Unrealized +6.3%
GOOG ALPHABET INC 0.1%
Value ($000) $994 Shares 9,554 Est. Cost $108.17 Unrealized -11.4%
DE DEERE & CO 0.1%
Value ($000) $980 Shares 2,374 Est. Cost $235.04 Unrealized +68.9%
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $978 Shares 28,684 Est. Cost $43.64 Unrealized -14.5%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $969 Shares 10,046 Est. Cost $68.88 Unrealized +28.0%
XLU SPDR 0.1%
Value ($000) $956 Shares 14,125 Est. Cost $74.37 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $946 Shares 13,600 Est. Cost $39.96 Unrealized +51.8%
MMM 3M CO 0.1%
Value ($000) $937 Shares 8,915 Est. Cost $136.99 Unrealized -38.0%
IWF ISHARES 0.1%
Value ($000) $916 Shares 3,751 Est. Cost $136.73 Unrealized
META META PLATFORMS, INC. 0.1%
Value ($000) $913 Shares 4,308 Est. Cost $247.98 Unrealized -31.8%
BSV VANGUARD 0.1%
Value ($000) $844 Shares 11,034 Est. Cost $79.12 Unrealized
D DOMINION ENERGY INC. 0.1%
Value ($000) $825 Shares 14,764 Est. Cost $59.94 Unrealized -15.6%
ACWX ISHARES 0.1%
Value ($000) $825 Shares 16,920 Est. Cost $45.50 Unrealized
IWR ISHARES 0.1%
Value ($000) $810 Shares 11,587 Est. Cost $72.34 Unrealized
EEM ISHARES 0.1%
Value ($000) $802 Shares 20,337 Est. Cost $36.32 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $789 Shares 3,542 Est. Cost $107.67 Unrealized +96.4%
IJK ISHARES 0.1%
Value ($000) $782 Shares 10,934 Est. Cost $71.51 Unrealized
XLK SPDR 0.1%
Value ($000) $755 Shares 5,000 Est. Cost $129.90 Unrealized
ACN ACCENTURE 0.1%
Value ($000) $754 Shares 2,638 Est. Cost $225.92 Unrealized +15.7%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $750 Shares 3,750 Est. Cost $134.57 Unrealized +42.8%
ORCL ORACLE CORP 0.1%
Value ($000) $737 Shares 7,935 Est. Cost $53.00 Unrealized +60.0%
INTU INTUIT INC 0.1%
Value ($000) $732 Shares 1,642 Est. Cost $346.63 Unrealized +16.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $726 Shares 9,420 Est. Cost $60.34 Unrealized +17.1%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $669 Shares 2,750 Est. Cost $169.87 Unrealized +28.1%
DIA SPDR 0.1%
Value ($000) $647 Shares 1,944 Est. Cost $247.43 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $630 Shares 19,282 Est. Cost $37.99 Unrealized -27.6%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $606 Shares 6,330 Est. Cost $66.56 Unrealized +27.4%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $589 Shares 1,906 Est. Cost $204.81 Unrealized +50.5%
CAT CATERPILLAR INC. 0.1%
Value ($000) $566 Shares 2,472 Est. Cost $130.13 Unrealized +77.2%
WMT WALMART 0.1%
Value ($000) $549 Shares 3,722 Est. Cost $44.46 Unrealized +3.0%
DIS WALT DISNEY CO 0.1%
Value ($000) $531 Shares 5,303 Est. Cost $121.69 Unrealized -19.1%
MRK MERCK & CO INC 0.1%
Value ($000) $528 Shares 4,964 Est. Cost $51.49 Unrealized +91.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $517 Shares 11,594 Est. Cost $32.53 Unrealized +11.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $517 Shares 4,668 Est. Cost $93.55 Unrealized +26.3%
VV VANGUARD 0.1%
Value ($000) $515 Shares 2,757 Est. Cost $122.66 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $501 Shares 5,860 Est. Cost $42.72 Unrealized +68.4%
IWM ISHARES 0.1%
Value ($000) $489 Shares 2,741 Est. Cost $170.14 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $485 Shares 1,745 Est. Cost $18.98 Unrealized +13.9%
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $475 Shares 3,516 Est. Cost $88.75 Unrealized +38.7%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $466 Shares 1 Est. Cost $330761.80 Unrealized +41.1%
NKE NIKE INC 0.1%
Value ($000) $461 Shares 3,763 Est. Cost $53.97 Unrealized +116.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $456 Shares 4,656 Est. Cost $60.29 Unrealized +53.1%
YUM YUM! BRANDS INC 0.1%
Value ($000) $442 Shares 3,350 Est. Cost $92.76 Unrealized +31.2%
IVV ISHARES 0.1%
Value ($000) $422 Shares 1,026 Est. Cost $444.03 Unrealized
IWV ISHARES 0.1%
Value ($000) $417 Shares 1,770 Est. Cost $158.19 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $407 Shares 1,800 Est. Cost $183.02 Unrealized +15.3%
LIN LINDE PLC 0.0%
Value ($000) $382 Shares 1,075 Est. Cost $322.30 Unrealized 0.0%
IEFA ISHARES 0.0%
Value ($000) $355 Shares 5,315 Est. Cost $69.29 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $353 Shares 1,765 Est. Cost $79.62 Unrealized +6.4%
VBK VANGUARD 0.0%
Value ($000) $345 Shares 1,595 Est. Cost $216.41 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $333 Shares 917 Est. Cost $209.01 Unrealized +71.0%
MS MORGAN STANLEY GROUP INC 0.0%
Value ($000) $329 Shares 3,746 Est. Cost $75.90 Unrealized +11.7%
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $327 Shares 1,115 Est. Cost $175.54 Unrealized +54.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $326 Shares 3,897 Est. Cost $66.12 Unrealized +12.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $325 Shares 2,516 Est. Cost $106.48 Unrealized +14.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $324 Shares 3,333 Est. Cost $62.56 Unrealized +39.0%
CSX CSX CORP 0.0%
Value ($000) $323 Shares 10,785 Est. Cost $26.92 Unrealized +9.5%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $321 Shares 1,075 Est. Cost $264.11 Unrealized +22.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $314 Shares 1,879 Est. Cost $93.90 Unrealized +65.0%
MPC MARATHON PETROLEUM 0.0%
Value ($000) $311 Shares 2,310 Est. Cost $86.91 Unrealized +35.3%
AGEAGLE AERIAL SYSTEMS INC 0.0%
Value ($000) $309 Shares 685,562 Est. Cost $0.58 Unrealized
DOW DOW INC 0.0%
Value ($000) $291 Shares 5,304 Est. Cost $41.72 Unrealized +13.4%
PFF ISHARES 0.0%
Value ($000) $291 Shares 9,313 Est. Cost $37.10 Unrealized
IBB ISHARES 0.0%
Value ($000) $285 Shares 2,208 Est. Cost $107.87 Unrealized
DVY ISHARES 0.0%
Value ($000) $281 Shares 2,399 Est. Cost $81.33 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $275 Shares 582 Est. Cost $302.32 Unrealized +43.3%
LIBERTY MEDIA CORP 0.0%
Value ($000) $266 Shares 3,550 Est. Cost $63.37 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $261 Shares 553 Est. Cost $376.70 Unrealized +21.4%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $261 Shares 2,727 Est. Cost $62.64 Unrealized +5.2%
FNB FNB CORP 0.0%
Value ($000) $254 Shares 21,900 Est. Cost $8.71 Unrealized +38.4%
GRMN GARMIN LTD 0.0%
Value ($000) $252 Shares 2,500 Est. Cost $98.98 Unrealized -7.0%
AFL AFLAC INC 0.0%
Value ($000) $252 Shares 3,902 Est. Cost $42.88 Unrealized +49.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $248 Shares 1,505 Est. Cost $144.95 Unrealized +10.4%
ADBE ADOBE INC 0.0%
Value ($000) $241 Shares 625 Est. Cost $321.25 Unrealized +10.6%
BP BP PLC 0.0%
Value ($000) $241 Shares 6,345 Est. Cost $34.99 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $240 Shares 8,376 Est. Cost $21.05 Unrealized +45.3%
BX BLACKSTONE INC. 0.0%
Value ($000) $237 Shares 2,700 Est. Cost $50.51 Unrealized +60.7%
AVGO BROADCOM INC. 0.0%
Value ($000) $236 Shares 368 Est. Cost $47.85 Unrealized +20.3%
MLM MARTIN MARIETTA MTLS INC 0.0%
Value ($000) $231 Shares 650 Est. Cost $331.53 Unrealized +4.0%
XYL XYLEM INC 0.0%
Value ($000) $230 Shares 2,200 Est. Cost $100.99 Unrealized -0.1%
ARKK ARK 0.0%
Value ($000) $216 Shares 5,361 Est. Cost $40.34 Unrealized
QQQ INVESCO 0.0%
Value ($000) $216 Shares 672 Est. Cost $320.93 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $215 Shares 2,895 Est. Cost $62.67 Unrealized +20.0%
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $212 Shares 8,249 Est. Cost $29.37 Unrealized -1.9%
CTVA CORTEVA INC 0.0%
Value ($000) $212 Shares 3,517 Est. Cost $56.17 Unrealized +5.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $211 Shares 994 Est. Cost $151.70 Unrealized +42.9%
NFLX NETFLIX INC. 0.0%
Value ($000) $205 Shares 592 Est. Cost $33.09 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $204 Shares 411 Est. Cost $471.27 Unrealized 0.0%
TRVI TREVI THERAPEUTICS INC 0.0%
Value ($000) $53 Shares 28,450 Est. Cost $1.12 Unrealized +101.4%
IRD OCUPHIRE PHARMA INC 0.0%
Value ($000) $44 Shares 11,800 Est. Cost $3.59 Unrealized 0.0%
AUTL AUTOLUS THERAPEUTICS PLC 0.0%
Value ($000) $19 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) $16 Shares 10,205 Est. Cost $1.46 Unrealized
AREC AMERICAN RESOURCES CORP 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $2.03 Unrealized -26.3%
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 -55.7%