United Bank

CIK 0001697791 • 6 13F filings • May 6, 2025 – Aug 10, 2026

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Filer information

Filed by: United Bank, Senior Vice-President
Address: 420 Griffin Street, Zebulon, GA, 30295
Phone: 770-412-4952
AUM: $294.9M

AUM over time

$328.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $294.9M124 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$4.0M	1.4%Prev: 1.4%	31,805 SH	Decreased+1,134 SH
ABBVIE INC	COM	$309K	0.1%Prev: 0.1%	1,353 SH	Increased+254 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	0.4%Prev: 0.4%	4,888 SH	Increased+211 SH
ADOBE INC	COM	$1.3M	0.4%Prev: 0.6%	3,609 SH	Decreased-885 SH
ADVANCED MICRO DEVICES INC	COM	$3.1M	1.1%Prev: 0.9%	14,667 SH	Increased-1,335 SH
AFLAC INC	COM	$267K	0.1%Prev: 0.1%	2,424 SH	Decreased
ALLSTATE CORP	COM	$206K	0.1%Prev: 0.1%	991 SH	Decreased+11 SH
ALPHABET INC	CAP STK CL A	$14.1M	4.8%Prev: 4.0%	44,903 SH	Increased-1,907 SH
ALTRIA GROUP INC	COM	$298K	0.1%Prev: 0.1%	5,170 SH	Decreased+275 SH
AMAZON COM INC	COM	$9.7M	3.3%Prev: 3.1%	41,890 SH	Increased+1,360 SH
AMERICAN TOWER CORP NEW	COM	$1.1M	0.4%Prev: 0.4%	6,276 SH	Decreased-133 SH
ANALOG DEVICES INC	COM	$2.0M	0.7%Prev: 0.5%	7,486 SH	Increased+1,055 SH
APPLE INC	COM	$12.6M	4.3%Prev: 4.2%	46,256 SH	Increased-831 SH
ARCHER AVIATION INC	COM CL A	$1.3M	0.5%Prev: 0.2%	176,664 SH	Increased+113,368 SH
AT&T INC	COM	$839K	0.3%Prev: 0.3%	33,770 SH	Decreased-1,186 SH
BECTON DICKINSON & CO	COM	$943K	0.3%Prev: 0.4%	4,859 SH	Decreased-669 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	0.9%Prev: 0.9%	5,344 SH	Increased+260 SH
BLACKROCK INC	COM	$338K	0.1%Prev: 0.2%	316 SH	Decreased-90 SH
BLACKSTONE INC	COM	$2.3M	0.8%Prev: 0.9%	14,969 SH	Decreased+394 SH
BOEING CO	COM	$721K	0.2%	3,321 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.5M	0.5%Prev: 0.4%	28,596 SH	Increased+1,818 SH
BROADCOM INC	COM	$1.5M	0.5%Prev: 0.1%	4,458 SH	Increased+3,720 SH
CARNIVAL CORP	UNIT 99/99/9999	$203K	0.1%	6,647 SH	New
CARRIER GLOBAL CORPORATION	COM	$270K	0.1%Prev: 0.4%	5,118 SH	Decreased-15,878 SH
CATERPILLAR INC	COM	$2.7M	0.9%Prev: 0.8%	4,651 SH	Increased+114 SH
CENCORA INC	COM	$2.5M	0.8%Prev: 0.8%	7,344 SH	Increased+5 SH
CHEVRON CORP NEW	COM	$1.7M	0.6%Prev: 0.6%	11,458 SH	Decreased+30 SH
CHIPOTLE MEXICAN GRILL INC	COM	$674K	0.2%Prev: 0.7%	18,211 SH	Decreased-31,071 SH
CISCO SYS INC	COM	$2.6M	0.9%Prev: 0.8%	34,022 SH	Increased+934 SH
CITIGROUP INC	COM NEW	$1.8M	0.6%Prev: 0.5%	15,852 SH	Increased+1,037 SH
COCA COLA CO	COM	$6.5M	2.2%Prev: 2.1%	92,390 SH	Increased-93 SH
COMCAST CORP NEW	CL A	$329K	0.1%Prev: 0.5%	11,010 SH	Decreased-32,847 SH
CONSOLIDATED EDISON INC	COM	$217K	0.1%Prev: 0.1%	2,184 SH	Decreased
COSTCO WHSL CORP NEW	COM	$4.9M	1.7%Prev: 2.0%	5,670 SH	Decreased-424 SH
DEERE & CO	COM	$886K	0.3%Prev: 0.3%	1,903 SH	Increased-19 SH
DELTA AIR LINES INC DEL	COM NEW	$299K	0.1%Prev: 0.1%	4,314 SH	Increased-83 SH
DISNEY WALT CO	COM	$2.0M	0.7%Prev: 0.7%	17,757 SH	Increased+1,302 SH
DUKE ENERGY CORP NEW	COM NEW	$714K	0.2%Prev: 0.3%	6,089 SH	Decreased-54 SH
DUPONT DE NEMOURS INC	COM	$677K	0.2%Prev: 0.6%	16,829 SH	Decreased-4,375 SH
EATON CORP PLC	SHS	$1.3M	0.4%Prev: 0.6%	3,945 SH	Decreased-301 SH
ELI LILLY & CO	COM	$3.0M	1.0%Prev: 0.7%	2,791 SH	Increased-18 SH
EMERSON ELEC CO	COM	$725K	0.2%	5,466 SH	New
EXXON MOBIL CORP	COM	$2.9M	1.0%Prev: 0.9%	23,781 SH	Increased+926 SH
FEDEX CORP	COM	$213K	0.1%Prev: 0.1%	736 SH	Decreased-268 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$336K	0.1%Prev: 0.1%	7,572 SH	Increased-93 SH
FLEXSHARES TR	HIG YLD VL ETF	$9.6M	3.3%Prev: 3.5%	236,150 SH	Decreased-6,060 SH
FLEXSHARES TR	MORNSTAR UPSTR	$8.0M	2.7%Prev: 2.7%	175,309 SH	Increased-1,870 SH
FLEXSHARES TR	STOXX GLOBR INF	$10.3M	3.5%Prev: 3.5%	169,510 SH	Increased+11,387 SH
FLEXSHARES TR	US QT LW VLTY	$3.1M	1.0%Prev: 1.1%	42,661 SH	Decreased-2,451 SH
FREEPORT-MCMORAN INC	CL B	$646K	0.2%	12,727 SH	New
GENERAL DYNAMICS CORP	COM	$2.6M	0.9%Prev: 0.9%	7,700 SH	Decreased-65 SH
GLOBAL PMTS INC	COM	$344K	0.1%Prev: 0.1%	4,444 SH	Decreased
GSK PLC	SPONSORED ADR	$1.8M	0.6%Prev: 0.6%	37,336 SH	Increased-719 SH
HOME DEPOT INC	COM	$1.3M	0.4%Prev: 0.6%	3,664 SH	Decreased-520 SH
HONEYWELL INTL INC	COM	$2.1M	0.7%Prev: 0.8%	10,511 SH	Decreased+85 SH
IDEXX LABS INC	COM	$474K	0.2%Prev: 0.2%	700 SH	Increased
INTEL CORP	COM	$359K	0.1%Prev: 0.1%	9,730 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$1.9M	0.6%Prev: 0.7%	11,530 SH	Decreased+56 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.3M	0.4%Prev: 0.5%	4,360 SH	Decreased-295 SH
INTUIT	COM	$1.1M	0.4%Prev: 0.3%	1,647 SH	Increased+384 SH
INVESCO QQQ TR	UNIT SER 1	$893K	0.3%Prev: 0.3%	1,453 SH	Increased+50 SH
ISHARES TR	CORE S&P MCP ETF	$5.7M	1.9%Prev: 1.8%	85,873 SH	Increased+7,231 SH
ISHARES TR	CORE S&P SCP ETF	$4.0M	1.4%Prev: 1.4%	33,167 SH	Decreased-904 SH
ISHARES TR	CORE S&P500 ETF	$1.0M	0.4%Prev: 0.3%	1,516 SH	Increased+437 SH
ISHARES TR	CORE US AGGBD ET	$579K	0.2%Prev: 0.1%	5,793 SH	Increased+2,992 SH
ISHARES TR	RUS 1000 GRW ETF	$230K	0.1%	487 SH	New
ISHARES TR	S&P 500 GRWT ETF	$5.9M	2.0%Prev: 2.1%	47,602 SH	Decreased-2,582 SH
JOHNSON & JOHNSON	COM	$2.6M	0.9%Prev: 0.8%	12,805 SH	Increased-115 SH
JPMORGAN CHASE & CO.	COM	$9.1M	3.1%Prev: 3.1%	28,235 SH	Increased+131 SH
KKR & CO INC	COM	$1.2M	0.4%Prev: 0.3%	9,769 SH	Increased+2,254 SH
LOWES COS INC	COM	$3.0M	1.0%Prev: 1.1%	12,279 SH	Decreased-538 SH
MARSH & MCLENNAN COS INC	COM	$1.2M	0.4%Prev: 0.5%	6,633 SH	Decreased+121 SH
MASTERCARD INCORPORATED	CL A	$4.4M	1.5%Prev: 1.5%	7,787 SH	Increased+135 SH
MCDONALDS CORP	COM	$2.6M	0.9%Prev: 0.9%	8,370 SH	Increased+229 SH
MEDTRONIC PLC	SHS	$801K	0.3%	8,337 SH	New
MERCK & CO INC	COM	$215K	0.1%	2,046 SH	New
META PLATFORMS INC	CL A	$4.7M	1.6%Prev: 1.8%	7,113 SH	Decreased-110 SH
MICROCHIP TECHNOLOGY INC.	COM	$201K	0.1%Prev: 0.1%	3,161 SH	Decreased-850 SH
MICRON TECHNOLOGY INC	COM	$546K	0.2%Prev: 0.1%	1,914 SH	Increased
MICROSOFT CORP	COM	$10.5M	3.6%Prev: 3.7%	21,813 SH	Decreased+1,028 SH
MONDELEZ INTL INC	CL A	$1.2M	0.4%Prev: 0.6%	23,081 SH	Decreased-4,179 SH
NETFLIX INC	COM	$1.8M	0.6%Prev: 0.5%	19,252 SH	Increased+18,101 SH
NEXTERA ENERGY INC	COM	$1.5M	0.5%Prev: 0.5%	18,577 SH	Increased+800 SH
NIKE INC	CL B	$1.1M	0.4%Prev: 0.5%	16,995 SH	Decreased-1,901 SH
NORFOLK SOUTHN CORP	COM	$3.3M	1.1%Prev: 1.2%	11,576 SH	Increased+470 SH
NVIDIA CORPORATION	COM	$11.7M	4.0%Prev: 4.5%	62,484 SH	Decreased-6,714 SH
ORACLE CORP	COM	$3.1M	1.0%Prev: 1.4%	15,730 SH	Decreased+1,025 SH
OXFORD SQUARE CAP CORP	COM	$27K	0.0%Prev: 0.0%	15,420 SH	Decreased-2,098 SH
PALO ALTO NETWORKS INC	COM	$2.3M	0.8%Prev: 1.0%	12,705 SH	Decreased-1,733 SH
PAYPAL HLDGS INC	COM	$1.2M	0.4%Prev: 0.5%	19,880 SH	Decreased-1,658 SH
PEPSICO INC	COM	$246K	0.1%Prev: 0.1%	1,717 SH	Increased+65 SH
PFIZER INC	COM	$1.5M	0.5%Prev: 0.5%	60,557 SH	Decreased-184 SH
PHILIP MORRIS INTL INC	COM	$220K	0.1%Prev: 0.1%	1,372 SH	Decreased
PNC FINL SVCS GROUP INC	COM	$451K	0.2%Prev: 0.2%	2,161 SH	Increased-9 SH
PROCTER AND GAMBLE CO	COM	$2.4M	0.8%Prev: 0.9%	16,640 SH	Decreased+293 SH
REGIONS FINANCIAL CORP NEW	COM	$283K	0.1%Prev: 0.1%	10,448 SH	Increased
RTX CORPORATION	COM	$2.3M	0.8%Prev: 0.7%	12,741 SH	Increased+893 SH
SALESFORCE INC	COM	$3.2M	1.1%Prev: 1.0%	11,950 SH	Increased+330 SH
SCHWAB CHARLES CORP	COM	$1.6M	0.6%Prev: 0.5%	16,509 SH	Increased+26 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.8M	2.0%Prev: 1.9%	210,092 SH	Increased+7,544 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$3.1M	1.0%	68,997 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$2.0M	0.7%	12,774 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$656K	0.2%	4,229 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$3.6M	1.2%	89,953 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$11.5M	3.9%	80,107 SH	New
SERVICENOW INC	COM	$1.2M	0.4%Prev: 0.5%	7,727 SH	Decreased+6,017 SH
SOUTHERN CO	COM	$4.8M	1.6%Prev: 1.8%	55,311 SH	Decreased-180 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.4%Prev: 0.4%	2,841 SH	Increased
SPDR INDEX SHS FDS	GLB NAT RESRCE	$663K	0.2%Prev: 0.2%	10,668 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.4%Prev: 0.1%	1,581 SH	Increased+1,056 SH
SPDR SERIES TRUST	STATE STREET SPD	$765K	0.3%	5,495 SH	New
SURF AIR MOBILITY INC	COM NEW	$243K	0.1%	125,000 SH	New
TESLA INC	COM	$591K	0.2%Prev: 0.2%	1,314 SH	Increased
TJX COS INC NEW	COM	$2.7M	0.9%Prev: 0.8%	17,276 SH	Increased+454 SH
TRUIST FINL CORP	COM	$3.0M	1.0%Prev: 1.0%	61,362 SH	Increased-1,006 SH
VANGUARD INDEX FDS	GROWTH ETF	$367K	0.1%Prev: 0.1%	753 SH	Increased+94 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$329K	0.1%Prev: 0.1%	524 SH	Increased+50 SH
VANGUARD INDEX FDS	VALUE ETF	$4.0M	1.4%Prev: 1.4%	21,094 SH	Increased-249 SH
VERIZON COMMUNICATIONS INC	COM	$451K	0.2%Prev: 0.1%	11,075 SH	Increased+1,328 SH
VISA INC	COM CL A	$448K	0.2%Prev: 0.2%	1,277 SH	Increased
WALMART INC	COM	$839K	0.3%Prev: 0.3%	7,533 SH	Increased+344 SH
WELLS FARGO CO NEW	COM	$282K	0.1%Prev: 0.1%	3,026 SH	Increased-205 SH
YUM BRANDS INC	COM	$584K	0.2%	3,859 SH	New
ZIMMER BIOMET HOLDINGS INC	COM	$1.3M	0.4%Prev: 0.4%	13,967 SH	Decreased+1,062 SH

Sold (vs prior filing)

CDW CORP — $260K
PUTNAM MANAGED MUN INCOME TR — $87K
SELECT SECTOR SPDR TR — $3.1M
SELECT SECTOR SPDR TR — $641K
SELECT SECTOR SPDR TR — $1.8M
SELECT SECTOR SPDR TR — $2.7M
SELECT SECTOR SPDR TR — $10.8M
SENSEONICS HLDGS INC — $10K
SPDR SERIES TRUST — $770K
VANGUARD INDEX FDS — $1.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001420506-26-000177	$294.9M	View
Nov 12, 2025	Q3 2025	13F-HR	0001420506-25-003082	$287.8M	View
Aug 10, 2026	Q2 2026