United Bank

Q3 2025 13F-HR Holdings

Location
Zebulon, GA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
119
Total value ($000)
$287,758
Net value change ($000)
+26,418 (10.1%)
New positions
4
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 2/5/2026 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)
GOOGL 2,885 34.0%
AAPL 2,607 27.8%
NVDA 2,374 22.5%
XLRE 1,775 NEW
XLK 1,559 16.8%
NFRA 1,319 15.3%
NFLX 1,063 335.3%
ORCL 848 25.8%
GUNR 842 12.2%
AMZN 756 9.3%
Top Reduces (Value $000, Stocks/ETFs)
VNQ -2,463 -57.1%
CMG -456 -19.1%
KO -319 -4.9%
DE -233 -21.0%
CDW -202 -43.7%
AMT -201 -14.0%
FDX -199 -45.6%
IBM -148 -10.1%
COST -146 -2.5%
TFC -139 -4.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type