Asset Manager
← All Institutions
UNITED BANK
Market Value
$0
-100.0%
Holdings
127
-2
New Purchases
0
Added To
0
Closed
127
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 46 | $0 | 0% |
| Large Cap | 73 | $0 | 0% |
| Mid Cap | 6 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$413.5B
Median Market Cap
$123.4B
Avg P/E
35.6
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
90
# ETFs / Funds
37
Top Holdings (127 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | D | —% | — | — | — | -$340K | -5,810 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$1M | -44,247 | -100.0% | SOLD |
| 3 | GLW | —% | — | — | — | -$20M | -233,522 | -100.0% | SOLD |
| 4 | CVX | —% | — | — | — | -$15M | -95,627 | -100.0% | SOLD |
| 5 | ED | —% | — | — | — | -$641K | -6,450 | -100.0% | SOLD |
| 6 | ALL | —% | — | — | — | -$624K | -3,000 | -100.0% | SOLD |
| 7 | LHX | —% | — | — | — | -$426K | -1,450 | -100.0% | SOLD |
| 8 | BMY | —% | — | — | — | -$976K | -18,098 | -100.0% | SOLD |
| 9 | XOM | —% | — | — | — | -$7M | -55,723 | -100.0% | SOLD |
| 10 | NEE | —% | — | — | — | -$592K | -7,374 | -100.0% | SOLD |
| 11 | SHV | —% | — | — | — | -$8M | -72,808 | -100.0% | SOLD |
| 12 | PJT | —% | — | — | — | -$447K | -2,675 | -100.0% | SOLD |
| 13 | KO | —% | — | — | — | -$4M | -50,876 | -100.0% | SOLD |
| 14 | BAC | —% | — | — | — | -$441K | -8,026 | -100.0% | SOLD |
| 15 | APD | —% | — | — | — | -$8M | -33,454 | -100.0% | SOLD |
| 16 | GE | —% | — | — | — | -$730K | -2,369 | -100.0% | SOLD |
| 17 | AFL | —% | — | — | — | -$8M | -68,040 | -100.0% | SOLD |
| 18 | MS | —% | — | — | — | -$799K | -4,500 | -100.0% | SOLD |
| 19 | HUBB | —% | — | — | — | -$127M | -285,888 | -100.0% | SOLD |
| 20 | HD | —% | — | — | — | -$1M | -3,132 | -100.0% | SOLD |
| 21 | ABBV | —% | — | — | — | -$2M | -7,418 | -100.0% | SOLD |
| 22 | BLK | —% | — | — | — | -$10M | -9,620 | -100.0% | SOLD |
| 23 | HSY | —% | — | — | — | -$8M | -42,712 | -100.0% | SOLD |
| 24 | EOG | —% | — | — | — | -$8M | -76,877 | -100.0% | SOLD |
| 25 | MO | —% | — | — | — | -$686K | -11,905 | -100.0% | SOLD |
| 26 | SO | —% | — | — | — | -$1M | -11,801 | -100.0% | SOLD |
| 27 | VZ | —% | — | — | — | -$1M | -29,785 | -100.0% | SOLD |
| 28 | LOW | —% | — | — | — | -$248K | -1,027 | -100.0% | SOLD |
| 29 | PFE | —% | — | — | — | -$1M | -42,496 | -100.0% | SOLD |
| 30 | IBM | —% | — | — | — | -$209K | -705 | -100.0% | SOLD |
| 31 | WM | —% | — | — | — | -$12M | -53,261 | -100.0% | SOLD |
| 32 | GEV | —% | — | — | — | -$387K | -592 | -100.0% | SOLD |
| 33 | IRM | —% | — | — | — | -$12M | -149,014 | -100.0% | SOLD |
| 34 | DE | —% | — | — | — | -$279K | -599 | -100.0% | SOLD |
| 35 | LMT | —% | — | — | — | -$7M | -15,231 | -100.0% | SOLD |
| 36 | JPM | —% | — | — | — | -$32M | -98,401 | -100.0% | SOLD |
| 37 | ITW | —% | — | — | — | -$7M | -27,927 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$12M | -96,819 | -100.0% | SOLD |
| 39 | ZTS | —% | — | — | — | -$201K | -1,600 | -100.0% | SOLD |
| 40 | TFC | —% | — | — | — | -$1M | -27,000 | -100.0% | SOLD |
| 41 | DOV | —% | — | — | — | -$12M | -60,541 | -100.0% | SOLD |
| 42 | PG | —% | — | — | — | -$11M | -74,114 | -100.0% | SOLD |
| 43 | V | —% | — | — | — | -$1M | -4,063 | -100.0% | SOLD |
| 44 | CMI | —% | — | — | — | -$14M | -27,381 | -100.0% | SOLD |
| 45 | WK | —% | — | — | — | -$228K | -2,639 | -100.0% | SOLD |
| 46 | MMM | —% | — | — | — | -$539K | -3,366 | -100.0% | SOLD |
| 47 | LLY | —% | — | — | — | -$2M | -1,776 | -100.0% | SOLD |
| 48 | MA | —% | — | — | — | -$367K | -642 | -100.0% | SOLD |
| 49 | MRK | —% | — | — | — | -$482K | -4,575 | -100.0% | SOLD |
| 50 | MCD | —% | — | — | — | -$12M | -38,791 | -100.0% | SOLD |
| 51 | AMZN | —% | — | — | — | -$2M | -10,120 | -100.0% | SOLD |
| 52 | JNJ | —% | — | — | — | -$13M | -63,479 | -100.0% | SOLD |
| 53 | COF | —% | — | — | — | -$247K | -1,019 | -100.0% | SOLD |
| 54 | AWK | —% | — | — | — | -$6M | -49,716 | -100.0% | SOLD |
| 55 | GD | —% | — | — | — | -$12M | -34,846 | -100.0% | SOLD |
| 56 | ASML | —% | — | — | — | -$310K | -290 | -100.0% | SOLD |
| 57 | EMXC | —% | — | — | — | -$3M | -39,977 | -100.0% | SOLD |
| 58 | COST | —% | — | — | — | -$347K | -402 | -100.0% | SOLD |
| 59 | CSCO | —% | — | — | — | -$15M | -198,552 | -100.0% | SOLD |
| 60 | APP | —% | — | — | — | -$2M | -2,570 | -100.0% | SOLD |
| 61 | ADP | —% | — | — | — | -$232K | -903 | -100.0% | SOLD |
| 62 | CME | —% | — | — | — | -$8M | -30,694 | -100.0% | SOLD |
| 63 | AMGN | —% | — | — | — | -$12M | -37,835 | -100.0% | SOLD |
| 64 | VB | —% | — | — | — | -$5M | -18,310 | -100.0% | SOLD |
| 65 | GNLX | —% | — | — | — | -$53K | -12,070 | -100.0% | SOLD |
| 66 | BKNG | —% | — | — | — | -$348K | -65 | -100.0% | SOLD |
| 67 | AAPL | —% | — | — | — | -$33M | -120,296 | -100.0% | SOLD |
| 68 | KLAC | —% | — | — | — | -$5M | -3,911 | -100.0% | SOLD |
| 69 | INTC | —% | — | — | — | -$398K | -10,788 | -100.0% | SOLD |
| 70 | DVY | —% | — | — | — | -$339K | -2,399 | -100.0% | SOLD |
| 71 | HON | —% | — | — | — | -$7M | -38,260 | -100.0% | SOLD |
| 72 | CRDF | —% | — | — | — | -$63K | -22,411 | -100.0% | SOLD |
| 73 | IGSB | —% | — | — | — | -$6M | -104,305 | -100.0% | SOLD |
| 74 | META | —% | — | — | — | -$1M | -1,827 | -100.0% | SOLD |
| 75 | AEP | —% | — | — | — | -$1M | -12,432 | -100.0% | SOLD |
| 76 | BIV | —% | — | — | — | -$2M | -22,249 | -100.0% | SOLD |
| 77 | IBB | —% | — | — | — | -$322K | -1,908 | -100.0% | SOLD |
| 78 | MU | —% | — | — | — | -$762K | -2,670 | -100.0% | SOLD |
| 79 | BSV | —% | — | — | — | -$870K | -11,034 | -100.0% | SOLD |
| 80 | IWR | —% | — | — | — | -$341K | -3,537 | -100.0% | SOLD |
| 81 | IVV | —% | — | — | — | -$682K | -996 | -100.0% | SOLD |
| 82 | PANW | —% | — | — | — | -$263K | -1,430 | -100.0% | SOLD |
| 83 | PEP | —% | — | — | — | -$8M | -57,935 | -100.0% | SOLD |
| 84 | USMV | —% | — | — | — | -$565K | -6,000 | -100.0% | SOLD |
| 85 | VTI | —% | — | — | — | -$6M | -18,660 | -100.0% | SOLD |
| 86 | VBR | —% | — | — | — | -$212K | -1,000 | -100.0% | SOLD |
| 87 | VTV | —% | — | — | — | -$3M | -16,446 | -100.0% | SOLD |
| 88 | DUK | —% | — | — | — | -$767K | -6,545 | -100.0% | SOLD |
| 89 | GILD | —% | — | — | — | -$8M | -64,845 | -100.0% | SOLD |
| 90 | CMCSA | —% | — | — | — | -$394K | -13,179 | -100.0% | SOLD |
| 91 | CINF | —% | — | — | — | -$229K | -1,403 | -100.0% | SOLD |
| 92 | AGG | —% | — | — | — | -$32M | -318,214 | -100.0% | SOLD |
| 93 | IBIT | —% | — | — | — | -$332K | -6,693 | -100.0% | SOLD |
| 94 | IJH | —% | — | — | — | -$1M | -16,943 | -100.0% | SOLD |
| 95 | MUB | —% | — | — | — | -$1M | -11,012 | -100.0% | SOLD |
| 96 | PFF | —% | — | — | — | -$381K | -12,313 | -100.0% | SOLD |
| 97 | UBSI | —% | — | — | — | -$27M | -713,288 | -100.0% | SOLD |
| 98 | SPY | —% | — | — | — | -$5M | -6,731 | -100.0% | SOLD |
| 99 | VV | —% | — | — | — | -$386K | -1,226 | -100.0% | SOLD |
| 100 | DIA | —% | — | — | — | -$934K | -1,944 | -100.0% | SOLD |