FIRST UNITED BANK & TRUST Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$267.7M

Holdings

402

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (402 positions)

StockValue
VEAVanguard Europe Pacific ETF
$410K
GQ9SPDR Gold Trust ETF
$407K
IEIiShares Tr 3 7 Yr Treas Bd
$401K
IGSBiShares 1-3 Yr Cr Bd ETF
$397K
XJHiShares ESG S&P Mid-Cap ETF
$380K
IYHiShares Dow Jones US Healthcare
$380K
DRIDarden Restaurants Inc Com
$379K
UNHUnitedHealth Group Inc Com
$376K
XLFFinancial Sector SPDR
$375K
WMWaste Management Inc
$369K
PPGPPG Inds Inc Com
$357K
BMYBristol Myers Squibb Co Com
$353K
KOCoca Cola Co Com
$344K
DEDeere & Company
$331K
4I1Phillip Morris Intl, Inc.
$329K
CBRECBRE Group Inc CL A
$324K
MRKMerck & Co Inc Com
$322K
ADPAutomatic Data Processing
$319K
TFCTruist Finl Corp Com
$317K
CATCaterpillar Inc Del Com
$313K
DBEUDBX ETF Tr Xtrack MSCI Eurp
$309K
MOAltria Group Inc Com
$302K
XLIIndustrial Sector SPDR
$300K
XLUUtilities Sector SPDR
$298K
VNTVontier Corp
$298K
PKGPackaging Corp of America
$289K
VGKVanguard Intl Equity Index Fftse Europe ETF
$282K
DDominion New RES Inc VA New
$280K
QCOMQualcomm Inc Com
$274K
IYTiShares Transportation Avg ETF
$262K
TAT&T Inc Com
$257K
NEONeogenomics Inc Com New
$247K
DONSPDR Dow Jones Industrial Average
$246K
ORCLOracle Corp Com
$237K
KLACKLA-Tencor Corp
$233K
FQIDigital Rlty Tr Inc
$233K
BACBank of America Corp
$221K
GLGlobe Life Inc Ordinary Shares
$219K
UNPUnion Pac Corp Com
$219K
STIPiShares 0-5 Year TIPS Bond ETF
$215K
XLRESelect SEC Real Estate
$210K
LMTLockheed Martin Corp
$208K
VSGXVanguard ESG Intl ETF
$207K
CVSCVS/Caremark Corp
$203K
HBANHuntington Bancshares Inc Com
$198K
DUKDuke Energy Corp New
$197K
ETNEaton Corporation PLC
$195K
AVGOBroadcom Inc Nvp
$193K
XLFIConsumer Staples Sector SPDR
$192K
NUENucor Corp
$188K
PHOInvesco Water RES ETF Trust
$181K
PRUPrudential Financial Inc
$179K
YUMYUM Brands Inc
$166K
RTXRaytheon Technologies Corp
$166K
OHIOmega Healthcare Invs Inc
$164K
PFEPfizer Inc Com
$164K
MCKMcKesson Corp Com
$151K
IHIiShares Tr U.S. Med Dvc ETF
$149K
RJFRaymond James Financial, Inc. Ordinary Shares
$147K
UPSUnited Parcel Services B
$146K
IWOiShares Russell 2000 Growth ETF
$144K
PYPLPayPal Hldgs Inc Com
$142K
XLVSelect Sector SPDR Tr SBI Healthcare
$140K
IJHiShares Tr Core S&P McP ETF
$134K
PLTRPalantir Technologies Inc CL A
$129K
MARMarriott Int CL A
$129K
WELLWelltower Inc
$123K
NSCNorfolk Southern Corp Com
$122K
WFCWells Fargo & Company
$122K
DHID R Horton Inc
$122K
CEGConstellation Energy Corp Com
$121K
NUSCNuveen ESG Small-Cap ETF
$119K
IWMiShares Russell 2000 ETF
$116K
MDLZMondelez International Inc
$114K
IAU*iShares Gold ETF iShares New
$112K
ALSAllstate Corp Com
$112K
EEMiShares MSCI Emerging Markets ETF
$110K
PEOExelon Corp
$109K
TTTrane Technologies PLC
$101K
TJXTJX Cos Inc New
$99K
MPCMarathon Pete Corp
$97K
IYRiShares Dow Jones US Real Estate
$96K
TXNTexas Instrs Inc Com
$95K
TRVTravelers Cos Inc
$95K
ARLPAlliance Resource Partners, Lp Unit
$94K
EQTEQT Corp
$92K
GMEGamestop Corp New CL A
$89K
BKNGBooking Hldgs Inc
$88K
GEGeneral Electric Co USD 0.06
$87K
VVISA Inc
$87K
IWNiShares Russell 2000 Value ETF
$86K
BLKBlackrock Funding Inc Ordinary Shares
$85K
IJTiShares S&P Smallcap 600/Barra Growth Index FD
$83K
AEPAmerican Elec Pwr Inc Com
$83K
OXYOccidental Pete Corp Del Com
$81K
FEIMFrequency Electronics
$78K
CHCOCity Holding Co. Ordinary Shares
$78K
DBJPXtrackers MSCI Japan Hedged Equity ETF
$74K
APDAir Products & Chemicals Inc
$73K
CLColgate Palmolive Co Com
$71K
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