United Bank
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SELECT SECTOR SPDR TR | 0 | 80,107 | +80,107 | 0 | 11,533,005 | +11,533,005 |
| SELECT SECTOR SPDR TR | 0 | 89,953 | +89,953 | 0 | 3,629,604 | +3,629,604 |
| SELECT SECTOR SPDR TR | 0 | 68,997 | +68,997 | 0 | 3,084,856 | +3,084,856 |
| ALPHABET INC | 0 | 44,903 | +44,903 | 0 | 14,054,639 | +14,054,639 |
| SELECT SECTOR SPDR TR | 0 | 12,774 | +12,774 | 0 | 1,977,415 | +1,977,415 |
| BROADCOM INC | 0 | 4,458 | +4,458 | 0 | 1,542,914 | +1,542,914 |
| ELI LILLY & CO | 0 | 2,791 | +2,791 | 0 | 2,999,432 | +2,999,432 |
| MEDTRONIC PLC | 0 | 8,337 | +8,337 | 0 | 800,852 | +800,852 |
| AMAZON COM INC | 0 | 41,890 | +41,890 | 0 | 9,669,050 | +9,669,050 |
| SPDR SERIES TRUST | 0 | 5,495 | +5,495 | 0 | 764,684 | +764,684 |
| SPDR S&P 500 ETF TR | 0 | 1,581 | +1,581 | 0 | 1,078,116 | +1,078,116 |
| EMERSON ELEC CO | 0 | 5,466 | +5,466 | 0 | 725,448 | +725,448 |
| ARCHER AVIATION INC | 0 | 176,664 | +176,664 | 0 | 1,328,513 | +1,328,513 |
| BOEING CO | 0 | 3,321 | +3,321 | 0 | 721,056 | +721,056 |
| SELECT SECTOR SPDR TR | 0 | 4,229 | +4,229 | 0 | 656,002 | +656,002 |
| FREEPORT-MCMORAN INC | 0 | 12,727 | +12,727 | 0 | 646,404 | +646,404 |
| APPLE INC | 0 | 46,256 | +46,256 | 0 | 12,575,156 | +12,575,156 |
| YUM BRANDS INC | 0 | 3,859 | +3,859 | 0 | 583,790 | +583,790 |
| ADVANCED MICRO DEVICES INC | 0 | 14,667 | +14,667 | 0 | 3,141,085 | +3,141,085 |
| ISHARES TR | 0 | 85,873 | +85,873 | 0 | 5,667,618 | +5,667,618 |
| CATERPILLAR INC | 0 | 4,651 | +4,651 | 0 | 2,664,418 | +2,664,418 |
| ANALOG DEVICES INC | 0 | 7,486 | +7,486 | 0 | 2,030,203 | +2,030,203 |
| NETFLIX INC | 0 | 19,252 | +19,252 | 0 | 1,805,068 | +1,805,068 |
| SALESFORCE INC | 0 | 11,950 | +11,950 | 0 | 3,165,675 | +3,165,675 |
| CISCO SYS INC | 0 | 34,022 | +34,022 | 0 | 2,620,715 | +2,620,715 |
| RTX CORPORATION | 0 | 12,741 | +12,741 | 0 | 2,336,699 | +2,336,699 |
| CITIGROUP INC | 0 | 15,852 | +15,852 | 0 | 1,849,770 | +1,849,770 |
| BRISTOL-MYERS SQUIBB CO | 0 | 28,596 | +28,596 | 0 | 1,542,468 | +1,542,468 |
| COCA COLA CO | 0 | 92,390 | +92,390 | 0 | 6,458,985 | +6,458,985 |
| ISHARES TR | 0 | 1,516 | +1,516 | 0 | 1,038,369 | +1,038,369 |
| FLEXSHARES TR | 0 | 169,510 | +169,510 | 0 | 10,257,050 | +10,257,050 |
| ISHARES TR | 0 | 5,793 | +5,793 | 0 | 578,605 | +578,605 |
| EXXON MOBIL CORP | 0 | 23,781 | +23,781 | 0 | 2,861,806 | +2,861,806 |
| FLEXSHARES TR | 0 | 175,309 | +175,309 | 0 | 8,037,918 | +8,037,918 |
| KKR & CO INC | 0 | 9,769 | +9,769 | 0 | 1,245,352 | +1,245,352 |
| JOHNSON & JOHNSON | 0 | 12,805 | +12,805 | 0 | 2,649,995 | +2,649,995 |
| SURF AIR MOBILITY INC | 0 | 125,000 | +125,000 | 0 | 242,500 | +242,500 |
| SCHWAB STRATEGIC TR | 0 | 210,092 | +210,092 | 0 | 5,762,824 | +5,762,824 |
| JPMORGAN CHASE & CO. | 0 | 28,235 | +28,235 | 0 | 9,097,882 | +9,097,882 |
| ISHARES TR | 0 | 487 | +487 | 0 | 230,497 | +230,497 |
| INTUIT | 0 | 1,647 | +1,647 | 0 | 1,091,006 | +1,091,006 |
| MICRON TECHNOLOGY INC | 0 | 1,914 | +1,914 | 0 | 546,275 | +546,275 |
| TJX COS INC NEW | 0 | 17,276 | +17,276 | 0 | 2,653,766 | +2,653,766 |
| MERCK & CO INC | 0 | 2,046 | +2,046 | 0 | 215,362 | +215,362 |
| CARNIVAL CORP | 0 | 6,647 | +6,647 | 0 | 202,999 | +202,999 |
| GSK PLC | 0 | 37,336 | +37,336 | 0 | 1,830,957 | +1,830,957 |
| CENCORA INC | 0 | 7,344 | +7,344 | 0 | 2,480,436 | +2,480,436 |
| TRUIST FINL CORP | 0 | 61,362 | +61,362 | 0 | 3,019,624 | +3,019,624 |
| ACCENTURE PLC IRELAND | 0 | 4,888 | +4,888 | 0 | 1,311,450 | +1,311,450 |
| NEXTERA ENERGY INC | 0 | 18,577 | +18,577 | 0 | 1,491,362 | +1,491,362 |
| DISNEY WALT CO | 0 | 17,757 | +17,757 | 0 | 2,020,214 | +2,020,214 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 5,344 | +5,344 | 0 | 2,686,162 | +2,686,162 |
| SPDR GOLD TR | 0 | 2,841 | +2,841 | 0 | 1,125,917 | +1,125,917 |
| WALMART INC | 0 | 7,533 | +7,533 | 0 | 839,252 | +839,252 |
| MASTERCARD INCORPORATED | 0 | 7,787 | +7,787 | 0 | 4,445,443 | +4,445,443 |
| MCDONALDS CORP | 0 | 8,370 | +8,370 | 0 | 2,558,123 | +2,558,123 |
| SCHWAB CHARLES CORP | 0 | 16,509 | +16,509 | 0 | 1,649,414 | +1,649,414 |
| ABBVIE INC | 0 | 1,353 | +1,353 | 0 | 309,147 | +309,147 |
| VANGUARD INDEX FDS | 0 | 753 | +753 | 0 | 367,359 | +367,359 |
| INVESCO QQQ TR | 0 | 1,453 | +1,453 | 0 | 892,592 | +892,592 |
| DELTA AIR LINES INC DEL | 0 | 4,314 | +4,314 | 0 | 299,392 | +299,392 |
| VANGUARD INDEX FDS | 0 | 21,094 | +21,094 | 0 | 4,028,743 | +4,028,743 |
| VANGUARD INDEX FDS | 0 | 524 | +524 | 0 | 328,616 | +328,616 |
| INTEL CORP | 0 | 9,730 | +9,730 | 0 | 359,037 | +359,037 |
| SPDR INDEX SHS FDS | 0 | 10,668 | +10,668 | 0 | 662,910 | +662,910 |
| IDEXX LABS INC | 0 | 700 | +700 | 0 | 473,571 | +473,571 |
| VERIZON COMMUNICATIONS INC | 0 | 11,075 | +11,075 | 0 | 451,085 | +451,085 |
| PNC FINL SVCS GROUP INC | 0 | 2,161 | +2,161 | 0 | 451,066 | +451,066 |
| PEPSICO INC | 0 | 1,717 | +1,717 | 0 | 246,424 | +246,424 |
| VISA INC | 0 | 1,277 | +1,277 | 0 | 447,857 | +447,857 |
| WELLS FARGO CO NEW | 0 | 3,026 | +3,026 | 0 | 282,023 | +282,023 |
| REGIONS FINANCIAL CORP NEW | 0 | 10,448 | +10,448 | 0 | 283,141 | +283,141 |
| DEERE & CO | 0 | 1,903 | +1,903 | 0 | 885,980 | +885,980 |
| TESLA INC | 0 | 1,314 | +1,314 | 0 | 590,932 | +590,932 |
| NORFOLK SOUTHN CORP | 0 | 11,576 | +11,576 | 0 | 3,342,223 | +3,342,223 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 7,572 | +7,572 | 0 | 335,742 | +335,742 |
| OXFORD SQUARE CAP CORP | 0 | 15,420 | +15,420 | 0 | 27,139 | +27,139 |
| PHILIP MORRIS INTL INC | 0 | 1,372 | +1,372 | 0 | 220,069 | +220,069 |
| CONSOLIDATED EDISON INC | 0 | 2,184 | +2,184 | 0 | 216,915 | +216,915 |
| AFLAC INC | 0 | 2,424 | +2,424 | 0 | 267,294 | +267,294 |
| ALLSTATE CORP | 0 | 991 | +991 | 0 | 206,277 | +206,277 |
| SENSEONICS HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ZIMMER BIOMET HOLDINGS INC | 0 | 13,967 | +13,967 | 0 | 1,255,913 | +1,255,913 |
| INTERNATIONAL BUSINESS MACHS | 0 | 4,360 | +4,360 | 0 | 1,291,476 | +1,291,476 |
| FEDEX CORP | 0 | 736 | +736 | 0 | 212,601 | +212,601 |
| GLOBAL PMTS INC | 0 | 4,444 | +4,444 | 0 | 343,966 | +343,966 |
| ALTRIA GROUP INC | 0 | 5,170 | +5,170 | 0 | 298,102 | +298,102 |
| CHEVRON CORP NEW | 0 | 11,458 | +11,458 | 0 | 1,746,314 | +1,746,314 |
| PFIZER INC | 0 | 60,557 | +60,557 | 0 | 1,507,869 | +1,507,869 |
| DUKE ENERGY CORP NEW | 0 | 6,089 | +6,089 | 0 | 713,692 | +713,692 |
| GENERAL DYNAMICS CORP | 0 | 7,700 | +7,700 | 0 | 2,592,282 | +2,592,282 |
| MICROCHIP TECHNOLOGY INC. | 0 | 3,161 | +3,161 | 0 | 201,419 | +201,419 |
| ISHARES TR | 0 | 33,167 | +33,167 | 0 | 3,986,010 | +3,986,010 |
| INTERCONTINENTAL EXCHANGE IN | 0 | 11,530 | +11,530 | 0 | 1,867,399 | +1,867,399 |
| MARSH & MCLENNAN COS INC | 0 | 6,633 | +6,633 | 0 | 1,230,554 | +1,230,554 |
| PUTNAM MANAGED MUN INCOME TR | 0 | 0 | 0 | 0 | 0 | 0 |
| BECTON DICKINSON & CO | 0 | 4,859 | +4,859 | 0 | 942,986 | +942,986 |
| ABBOTT LABS | 0 | 31,805 | +31,805 | 0 | 3,984,848 | +3,984,848 |
| PROCTER AND GAMBLE CO | 0 | 16,640 | +16,640 | 0 | 2,384,678 | +2,384,678 |
| AMERICAN TOWER CORP NEW | 0 | 6,276 | +6,276 | 0 | 1,101,877 | +1,101,877 |