UNITED BANK

Q3 2025 13F-HR Holdings

Location
Vienna, VA
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
128
Total value ($000)
$839,053
Net value change ($000)
+3,704 (0.4%)
New positions
4
Sold out positions
14
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLW 7,002 44.0%
HUBB 5,879 5.0%
AAPL 4,645 16.5%
IJR 2,902 6.7%
JPM 2,531 8.8%
CMI 1,786 14.7%
EMXC 1,603 3.4%
JNJ 1,384 11.2%
IVW 1,209 9.3%
TSLA 992 38.9%
Top Reduces (Value $000, Stocks/ETFs)
TXN -2,503 -17.8%
DOV -2,019 -14.9%
HON -2,014 -17.2%
VUG -1,834 -45.5%
CSCO -1,715 -9.9%
PG -1,544 -10.9%
IRM -1,489 -8.0%
WM -1,437 -9.8%
EOG -1,386 -11.6%
APD -1,359 -11.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type