Q2 2025 · 13F-HR
UNITED BANKholdings as filed
Filed 2025-07-18 · accession 0001286478-25-000007
$835.3M
Reported value
138
Positions
2025-06-30
Period end
The Brief · UNITED BANK · Q2 2025
AI · grounded in 13F
UNITED BANK established a new position in Hubbell Inc HUBB valued at $117.1M. The fund also initiated new stakes in iShares EMXC for $47.2M and iShares IJR for $43.5M. Additional new positions include Microsoft MSFT at $38.7M, iShares AGG at $31.1M, and JPMorgan Chase & Co JPM at $28.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 443510607 | HUBB | HUBBELL INC | $117.1M | 14.0% | 286,822 | Common | SOLE |
| 46434G764 | EMXC | ISHARES | $47.2M | 5.65% | 747,969 | Common | SOLE |
| 464287804 | IJR | ISHARES | $43.5M | 5.21% | 398,159 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT | $38.7M | 4.63% | 77,794 | Common | SOLE |
| 464287226 | AGG | ISHARES | $31.1M | 3.73% | 313,812 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $28.9M | 3.46% | 99,580 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $28.2M | 3.37% | 137,290 | Common | SOLE |
| 909907107 | UBSI | UNITED BANKSHARES INC | $26.0M | 3.11% | 712,976 | Common | SOLE |
| 46284V101 | IRM | IRON MOUNTAIN INC | $18.6M | 2.22% | 181,009 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYSTEMS INC | $17.3M | 2.07% | 249,759 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $16.5M | 1.97% | 115,071 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $15.9M | 1.91% | 302,641 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $15.7M | 1.87% | 115,100 | Common | SOLE |
| 94106L109 | WM | WASTE MANAGEMENT INC | $14.7M | 1.76% | 64,380 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $14.1M | 1.69% | 88,579 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRUMENTS INC | $14.1M | 1.69% | 67,873 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $13.8M | 1.65% | 47,121 | Common | SOLE |
| 260003108 | DOV | DOVER CORP | $13.6M | 1.62% | 74,045 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $13.3M | 1.60% | 45,770 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $13.3M | 1.59% | 12,666 | Common | SOLE |
| 464287309 | IVW | ISHARES | $13.0M | 1.55% | 117,779 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $12.9M | 1.54% | 46,129 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $12.4M | 1.48% | 43,855 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $12.3M | 1.48% | 80,839 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $12.1M | 1.45% | 37,016 | Common | SOLE |
| 26875P101 | EOG | EOG RESOURCES INC | $12.0M | 1.43% | 99,967 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTERNATIONAL | $11.7M | 1.40% | 50,378 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $10.3M | 1.23% | 37,315 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $9.4M | 1.13% | 89,489 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $9.4M | 1.12% | 71,108 | Common | SOLE |
| 427866108 | HSY | HERSHEY CO | $9.4M | 1.12% | 56,440 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $9.3M | 1.11% | 20,001 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $9.2M | 1.10% | 83,185 | Common | SOLE |
| 030420103 | AWK | AMERICAN WATER WORKS INC | $9.1M | 1.09% | 65,442 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WORKS INC | $9.0M | 1.08% | 36,361 | Common | SOLE |
| 922908629 | VO | VANGUARD | $8.4M | 1.01% | 30,104 | Common | SOLE |
| 922908553 | VNQ | VANGUARD | $7.0M | 0.84% | 79,124 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $6.5M | 0.77% | 59,859 | Common | SOLE |
| 464288679 | SHV | ISHARES | $5.8M | 0.69% | 52,542 | Common | SOLE |
| 922908751 | VB | VANGUARD | $5.4M | 0.64% | 22,656 | Common | SOLE |
| 78462F103 | SPY | SPDR | $5.3M | 0.64% | 8,628 | Common | SOLE |
| 922908769 | VTI | VANGUARD | $4.9M | 0.58% | 16,000 | Common | SOLE |
| 464288646 | IGSB | ISHARES | $4.2M | 0.51% | 80,537 | Common | SOLE |
| 922908736 | VUG | VANGUARD | $4.0M | 0.48% | 9,188 | Common | SOLE |
| 482480100 | KLAC | KLA CORPORATION | $3.8M | 0.45% | 4,207 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $3.7M | 0.44% | 51,876 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $3.5M | 0.42% | 22,083 | Common | SOLE |
| 922908744 | VTV | VANGUARD | $2.9M | 0.35% | 16,446 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $2.9M | 0.35% | 13,140 | Common | SOLE |
| 464287606 | IJK | ISHARES | $2.6M | 0.32% | 29,091 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $2.5M | 0.30% | 8,020 | Common | SOLE |
| 30303M102 | META | META PLATFORMS, INC. | $2.0M | 0.24% | 2,667 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.9M | 0.23% | 5,365 | Common | SOLE |
| 464287465 | EFA | ISHARES | $1.8M | 0.22% | 20,383 | Common | SOLE |
| 921937819 | BIV | VANGUARD | $1.7M | 0.21% | 22,249 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $1.6M | 0.19% | 16,344 | Common | SOLE |
| 464288414 | MUB | ISHARES | $1.6M | 0.19% | 15,259 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.5M | 0.18% | 8,643 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $1.5M | 0.18% | 4,032 | Common | SOLE |
| 464287614 | IWF | ISHARES | $1.4M | 0.17% | 3,349 | Common | SOLE |
| 921909768 | VXUS | VANGUARD | $1.4M | 0.17% | 20,495 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.4M | 0.17% | 1,776 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $1.4M | 0.17% | 7,436 | Common | SOLE |
| 00206R102 | T | AT&T INC | $1.3M | 0.16% | 44,874 | Common | SOLE |
| 025537101 | AEP | AMERICAN ELECTRIC PWR INC | $1.3M | 0.15% | 12,432 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS | $1.2M | 0.15% | 28,582 | Common | SOLE |
| 842587107 | SO | SOUTHERN CO | $1.2M | 0.14% | 13,150 | Common | SOLE |
| 464287507 | IJH | ISHARES | $1.2M | 0.14% | 19,019 | Common | SOLE |
| 922908595 | VBK | VANGUARD | $1.2M | 0.14% | 4,205 | Common | SOLE |
| 89832Q109 | TFC | TRUIST FINANCIAL CORP | $1.2M | 0.14% | 27,000 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP | $1.1M | 0.13% | 9,545 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $1.0M | 0.12% | 42,153 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $1.0M | 0.12% | 5,748 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP-CLASS A | $899,705 | 0.11% | 2,570 | Common | NONE |
| 921937827 | BSV | VANGUARD | $868,376 | 0.10% | 11,034 | Common | SOLE |
| 78467X109 | DIA | SPDR | $856,624 | 0.10% | 1,944 | Common | SOLE |
| 110122108 | BMY | BRISTOL MYERS SQUIBB CO | $837,756 | 0.10% | 18,098 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $806,308 | 0.10% | 3,688 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC | $728,800 | 0.09% | 1 | Common | SOLE |
| 74834L100 | DGX | QUEST DIAGNOSTICS INC | $693,192 | 0.08% | 3,859 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $673,241 | 0.08% | 1,324 | Common | SOLE |
| 760759100 | RSG | REPUBLIC SERVICES INC | $670,286 | 0.08% | 2,718 | Common | SOLE |
| 88579Y101 | MMM | 3M COMPANY | $657,068 | 0.08% | 4,316 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $647,258 | 0.08% | 6,450 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY GROUP INC | $633,870 | 0.08% | 4,500 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $629,392 | 0.08% | 470 | Common | NONE |
| 46432F842 | IEFA | ISHARES | $627,853 | 0.08% | 7,521 | Common | SOLE |
| 464287200 | IVV | ISHARES | $618,417 | 0.07% | 996 | Common | SOLE |
| 78464A763 | SDY | SPDR | $614,721 | 0.07% | 4,529 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $609,757 | 0.07% | 2,369 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $603,930 | 0.07% | 3,000 | Common | SOLE |
| 78467Y107 | MDY | SPDR | $580,641 | 0.07% | 1,025 | Common | SOLE |
| 46429B697 | USMV | ISHARES | $563,220 | 0.07% | 6,000 | Common | SOLE |
| H2906T109 | GRMN | GARMIN LTD | $521,800 | 0.06% | 2,500 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC. | $520,978 | 0.06% | 1,342 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $511,903 | 0.06% | 7,374 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $494,426 | 0.06% | 8,433 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC | $488,685 | 0.06% | 1,006 | Common | SOLE |
| 988498101 | YUM | YUM! BRANDS INC | $474,176 | 0.06% | 3,200 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP | $470,359 | 0.06% | 13,179 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $445,620 | 0.05% | 793 | Common | SOLE |
| 69343T107 | PJT | PJT PARTNERS INC - A | $441,401 | 0.05% | 2,675 | Common | NONE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST | $409,679 | 0.05% | 6,693 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORP | $379,790 | 0.05% | 8,026 | Common | SOLE |
| 464288687 | PFF | ISHARES | $377,763 | 0.05% | 12,313 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC. | $376,302 | 0.05% | 65 | Common | NONE |
| 25746U109 | D | DOMINION ENERGY INC. | $375,462 | 0.04% | 6,643 | Common | SOLE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $363,718 | 0.04% | 1,450 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $362,157 | 0.04% | 4,575 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORP | $351,429 | 0.04% | 355 | Common | SOLE |
| 922908637 | VV | VANGUARD | $349,778 | 0.04% | 1,226 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $329,079 | 0.04% | 2,670 | Common | NONE |
| 464287499 | IWR | ISHARES | $325,298 | 0.04% | 3,537 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $320,707 | 0.04% | 1,028 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $320,480 | 0.04% | 4,000 | Common | SOLE |
| 464287168 | DVY | ISHARES | $318,612 | 0.04% | 2,399 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $313,257 | 0.04% | 592 | Common | SOLE |
| 872540109 | TJX | TJX COS INC | $302,551 | 0.04% | 2,450 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $292,635 | 0.04% | 1,430 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS INC | $284,955 | 0.03% | 5,500 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $284,592 | 0.03% | 2,200 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING INC | $278,485 | 0.03% | 903 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $249,520 | 0.03% | 1,600 | Common | SOLE |
| 464287556 | IBB | ISHARES | $241,382 | 0.03% | 1,908 | Common | SOLE |
| N07059210 | ASML | ASML HOLDINGS N.V. | $232,402 | 0.03% | 290 | Common | NONE |
| 548661107 | LOW | LOWE'S COMPANIES INC | $228,082 | 0.03% | 1,028 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $223,814 | 0.03% | 3,003 | Common | SOLE |
| 464287622 | IWB | ISHARES | $220,720 | 0.03% | 650 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP | $219,450 | 0.03% | 2,100 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $218,160 | 0.03% | 2,400 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINANCIAL CORP | $216,802 | 0.03% | 1,019 | Common | SOLE |
| 461202103 | INTU | INTUIT INC | $215,023 | 0.03% | 273 | Common | SOLE |
| 172062101 | CINF | CINCINNATI FINANCIAL CORP | $208,935 | 0.03% | 1,403 | Common | SOLE |
| 459200101 | IBM | IBM CORP | $207,820 | 0.02% | 705 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $170,664 | 0.02% | 31,200 | Common | NONE |
| 002120202 | ATYR | ATYR PHARMA INC | $85,328 | 0.01% | 16,830 | Common | NONE |
| 14147L108 | CRDF | CARDIFF ONCOLOGY INC | $70,594 | 0.01% | 22,411 | Common | NONE |
| 36870H103 | GNLX | GENELUX CORP. | $34,642 | 0.00% | 12,070 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.