United Bank
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in United Bank
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | GOOGL | ALPHABET INC | 4.29% | 12.908 M $ | 44887 | 2016/12/31 | -1.142 M $ | -8.13 % |
| 2026/03/31 | AAPL | APPLE INC | 4.08% | 12.264 M $ | 48325 | 2016/12/31 | -835.845 K $ | -6.65 % |
| 2026/03/31 | NFRA | FLEXSHARES TR | 3.91% | 11.753 M $ | 183778 | 2020/06/30 | 583.114 K $ | 5.69 % |
| 2026/03/31 | GUNR | FLEXSHARES TR | 3.88% | 11.654 M $ | 211277 | 2021/12/31 | 1.632 M $ | 20.31 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 3.83% | 11.512 M $ | 66009 | 2020/09/30 | -756.056 K $ | -6.49 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 3.69% | 11.084 M $ | 83404 | 2016/12/31 | -886.784 K $ | -7.69 % |
| 2026/03/31 | HYGV | FLEXSHARES TR | 3.22% | 9.692 M $ | 241931 | 2021/12/31 | -160.581 K $ | -1.67 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 3.11% | 9.337 M $ | 25224 | 2016/12/31 | -2.475 M $ | -23.46 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 3.08% | 9.268 M $ | 44499 | 2018/12/31 | -944.619 K $ | -9.77 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 2.80% | 8.405 M $ | 28574 | 2016/12/31 | -792.274 K $ | -8.71 % |
| 2026/03/31 | KO | COCA COLA CO | 2.31% | 6.934 M $ | 91180 | 2016/12/31 | 567.274 K $ | 8.78 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 2.20% | 6.624 M $ | 215919 | 2021/09/30 | 682.799 K $ | 11.85 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 2.00% | 5.999 M $ | 6020 | 2016/12/31 | 760.290 K $ | 15.55 % |
| 2026/03/31 | IJH | ISHARES TR | 1.92% | 5.785 M $ | 85667 | 2016/12/31 | 131.385 K $ | 2.32 % |
| 2026/03/31 | SO | SOUTHERN CO | 1.78% | 5.340 M $ | 55330 | 2016/12/31 | 515.498 K $ | 10.69 % |
| 2026/03/31 | IVW | ISHARES TR | 1.70% | 5.111 M $ | 45186 | 2016/12/31 | -483.160 K $ | -8.23 % |
| 2026/03/31 | META | META PLATFORMS INC | 1.56% | 4.703 M $ | 8220 | 2018/06/30 | -625.659 K $ | -13.33 % |
| 2026/03/31 | XLE | SELECT SECTOR SPDR TR | 1.50% | 4.513 M $ | 73662 | 2020/12/31 | 1.142 M $ | 37.02 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 1.39% | 4.165 M $ | 8335 | 2019/03/31 | -554.590 K $ | -12.48 % |
| 2026/03/31 | IJR | ISHARES TR | 1.37% | 4.120 M $ | 33140 | 2016/12/31 | 136.979 K $ | 3.44 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 1.33% | 3.991 M $ | 20341 | 2016/12/31 | 109.899 K $ | 2.73 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 1.32% | 3.974 M $ | 23424 | 2016/12/31 | 1.173 M $ | 40.98 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 1.20% | 3.609 M $ | 17742 | 2024/09/30 | -157.376 K $ | -5.01 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 1.16% | 3.483 M $ | 4917 | 2024/12/31 | 630.629 K $ | 23.67 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 1.13% | 3.408 M $ | 33193 | 2017/03/31 | -719.429 K $ | -18.05 % |
| 2026/03/31 | QLV | FLEXSHARES TR | 1.07% | 3.225 M $ | 44862 | 2021/12/31 | -6.825 K $ | -0.22 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 1.01% | 3.049 M $ | 12472 | 2016/12/31 | 480.059 K $ | 18.12 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.99% | 2.970 M $ | 18595 | 2018/09/30 | 105.210 K $ | 3.96 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.94% | 2.821 M $ | 11940 | 2016/12/31 | -59.921 K $ | -2.02 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.93% | 2.808 M $ | 9071 | 2024/12/31 | -163.118 K $ | -10.57 % |
| 2026/03/31 | TFC | TRUIST FINL CORP | 0.91% | 2.739 M $ | 59586 | 2019/12/31 | -198.812 K $ | -6.58 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.88% | 2.632 M $ | 33928 | 2022/03/31 | 19.052 K $ | 0.73 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.87% | 2.602 M $ | 5429 | 2016/12/31 | -125.316 K $ | -4.67 % |
| 2026/03/31 | GD | GENERAL DYNAMICS CORP | 0.86% | 2.593 M $ | 7554 | 2018/06/30 | 50.512 K $ | 1.95 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.86% | 2.592 M $ | 13435 | 2025/03/31 | 121.039 K $ | 5.18 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.85% | 2.560 M $ | 8236 | 2016/12/31 | 43.189 K $ | 1.69 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.84% | 2.521 M $ | 2741 | 2019/09/30 | -432.353 K $ | -14.41 % |
| 2026/03/31 | COR | CENCORA INC | 0.80% | 2.411 M $ | 7676 | 2021/12/31 | -173.391 K $ | -6.99 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.79% | 2.380 M $ | 16476 | 2016/12/31 | 18.803 K $ | 0.79 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC | 0.77% | 2.328 M $ | 7318 | 2020/09/30 | 351.392 K $ | 17.31 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.77% | 2.321 M $ | 11218 | 2016/12/31 | 624.346 K $ | 35.75 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.74% | 2.229 M $ | 15153 | 2023/03/31 | -751.893 K $ | -24.52 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.73% | 2.206 M $ | 22940 | 2025/03/31 | 46.012 K $ | 2.55 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.71% | 2.142 M $ | 13362 | 2020/06/30 | -303.395 K $ | -12.96 % |
| 2026/03/31 | GSK | GSK PLC | 0.70% | 2.102 M $ | 38083 | 2022/12/31 | 229.616 K $ | 12.54 % |
| 2026/03/31 | BX | BLACKSTONE INC | 0.70% | 2.098 M $ | 18249 | 2021/06/30 | -586.036 K $ | -25.40 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.69% | 2.073 M $ | 11105 | 2016/12/31 | -934.968 K $ | -29.53 % |
| 2026/03/31 | NSC | NORFOLK SOUTHN CORP | 0.67% | 2.013 M $ | 7015 | 2016/12/31 | -19.910 K $ | -0.60 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.61% | 1.842 M $ | 4280 | 2021/03/31 | 96.537 K $ | 8.57 % |
| 2026/03/31 | C | CITIGROUP INC | 0.61% | 1.824 M $ | 16084 | 2025/06/30 | -51.994 K $ | -2.81 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.59% | 1.787 M $ | 18537 | 2016/12/31 | -308.794 K $ | -15.29 % |
| 2026/03/31 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.59% | 1.772 M $ | 11269 | 2016/12/31 | -53.960 K $ | -2.89 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.58% | 1.750 M $ | 4892 | 2024/09/30 | 154.486 K $ | 12.29 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.57% | 1.720 M $ | 28358 | 2017/12/31 | 191.879 K $ | 12.44 % |
| 2026/03/31 | PFE | PFIZER INC | 0.57% | 1.711 M $ | 60924 | 2016/12/31 | 192.571 K $ | 12.77 % |
| 2026/03/31 | MDT | MEDTRONIC PLC | 0.56% | 1.677 M $ | 19352 | 2025/12/31 | -78.451 K $ | -9.80 % |
| 2026/03/31 | HON | HONEYWELL INTL INC | 0.55% | 1.664 M $ | 7362 | 2017/12/31 | 325.210 K $ | 15.86 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.54% | 1.633 M $ | 12467 | 2025/12/31 | -9.292 K $ | -1.28 % |
| 2026/03/31 | SCHW | SCHWAB CHARLES CORP | 0.52% | 1.557 M $ | 16564 | 2023/06/30 | -97.898 K $ | -5.94 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 0.51% | 1.536 M $ | 16534 | 2020/06/30 | 234.070 K $ | 15.70 % |
| 2026/03/31 | FCX | FREEPORT MCMORAN INC | 0.51% | 1.522 M $ | 25899 | 2025/12/31 | 101.688 K $ | 15.73 % |
| 2026/03/31 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.45% | 1.343 M $ | 14856 | 2016/12/31 | 6.983 K $ | 0.56 % |
| 2026/03/31 | YUM | YUM BRANDS INC | 0.44% | 1.333 M $ | 8575 | 2025/12/31 | 16.207 K $ | 2.78 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.43% | 1.302 M $ | 3958 | 2016/12/31 | -55.729 K $ | -4.42 % |
| 2026/03/31 | BA | BOEING CO | 0.43% | 1.296 M $ | 6514 | 2025/12/31 | -60.076 K $ | -8.33 % |
| 2026/03/31 | CVS | CVS HEALTH CORP | 0.43% | 1.284 M $ | 17879 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KKR | KKR & CO INC | 0.42% | 1.260 M $ | 13617 | 2025/06/30 | -341.719 K $ | -27.44 % |
| 2026/03/31 | AMT | AMERICAN TOWER CORP | 0.39% | 1.180 M $ | 6838 | 2020/06/30 | -18.765 K $ | -1.70 % |
| 2026/03/31 | XLV | SELECT SECTOR SPDR TR | 0.38% | 1.142 M $ | 7792 | 2024/12/31 | -104.619 K $ | -5.29 % |
| 2026/03/31 | ACN | ACCENTURE PLC IRELAND | 0.38% | 1.129 M $ | 5694 | 2025/03/31 | -342.208 K $ | -26.09 % |
| 2026/03/31 | DE | DEERE & CO | 0.35% | 1.056 M $ | 1874 | 2020/06/30 | 185.980 K $ | 20.99 % |
| 2026/03/31 | ACHR | ARCHER AVIATION INC | 0.35% | 1.045 M $ | 202184 | 2025/06/30 | -415.160 K $ | -31.25 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.35% | 1.043 M $ | 1604 | 2020/12/31 | -49.927 K $ | -4.63 % |
| 2026/03/31 | NKE | NIKE INC | 0.33% | 991.326 K $ | 18768 | 2016/12/31 | -185.075 K $ | -17.09 % |
| 2026/03/31 | T | AT&T INC | 0.32% | 970.150 K $ | 33465 | 2016/12/31 | 140.145 K $ | 16.71 % |
| 2026/03/31 | WMT | WALMART INC | 0.31% | 939.433 K $ | 7559 | 2019/09/30 | 96.949 K $ | 11.55 % |
| 2026/03/31 | IVV | ISHARES TR | 0.31% | 934.090 K $ | 1430 | 2018/12/31 | -48.102 K $ | -4.63 % |
| 2026/03/31 | PYPL | PAYPAL HLDGS INC | 0.31% | 924.456 K $ | 20439 | 2024/06/30 | -261.422 K $ | -22.52 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.31% | 919.472 K $ | 5921 | 2016/12/31 | 20.209 K $ | 8.20 % |
| 2026/03/31 | INTU | INTUIT | 0.30% | 910.160 K $ | 2105 | 2025/06/30 | -378.875 K $ | -34.73 % |
| 2026/03/31 | ADBE | ADOBE INC | 0.30% | 889.187 K $ | 3658 | 2021/06/30 | -385.838 K $ | -30.55 % |
| 2026/03/31 | BDX | BECTON DICKINSON & CO | 0.28% | 852.029 K $ | 5419 | 2023/06/30 | -179.005 K $ | -18.98 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.28% | 840.951 K $ | 1457 | 2024/03/31 | -53.949 K $ | -6.04 % |
| 2026/03/31 | GNR | SPDR INDEX SHS FDS | 0.27% | 806.809 K $ | 10805 | 2017/03/31 | 133.670 K $ | 20.16 % |
| 2026/03/31 | DUK | DUKE ENERGY CORP NEW | 0.26% | 790.878 K $ | 6040 | 2016/12/31 | 83.601 K $ | 11.71 % |
| 2026/03/31 | XLI | SELECT SECTOR SPDR TR | 0.26% | 788.596 K $ | 4876 | 2017/09/30 | 27.953 K $ | 4.26 % |
| 2026/03/31 | SDY | SPDR SERIES TRUST | 0.26% | 782.384 K $ | 5361 | 2016/12/31 | 37.256 K $ | 4.87 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.26% | 768.449 K $ | 1286 | 2025/06/30 | -15.499 K $ | -4.72 % |
| 2026/03/31 | XLRE | SELECT SECTOR SPDR TR | 0.25% | 747.679 K $ | 18312 | 2025/09/30 | 43.177 K $ | 1.19 % |
| 2026/03/31 | FDL | FIRST TR EXCHANGE-TRADED FD | 0.24% | 730.809 K $ | 14386 | 2016/12/31 | 48.915 K $ | 14.57 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.23% | 698.810 K $ | 2883 | 2022/06/30 | -234.655 K $ | -18.17 % |
| 2026/03/31 | MDLZ | MONDELEZ INTL INC | 0.23% | 693.697 K $ | 12035 | 2016/12/31 | 87.938 K $ | 7.08 % |
| 2026/03/31 | XLC | SELECT SECTOR SPDR TR | 0.23% | 691.766 K $ | 6240 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.22% | 646.626 K $ | 1914 | 2025/06/30 | 100.351 K $ | 18.37 % |
| 2026/03/31 | AGG | ISHARES TR | 0.19% | 575.071 K $ | 5793 | 2017/09/30 | -3.533 K $ | -0.61 % |
| 2026/03/31 | MARSH & MCLENNAN COS INC | 0.19% | 569.089 K $ | 3281 | 2019/09/30 | -80.060 K $ | -6.51 % | |
| 2026/03/31 | TSLA | TESLA INC | 0.19% | 567.291 K $ | 1526 | 2024/09/30 | -102.452 K $ | -17.34 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.19% | 559.178 K $ | 11139 | 2024/12/31 | 104.880 K $ | 23.25 % |
| 2026/03/31 | JEPI | J P MORGAN EXCHANGE TRADED F | 0.16% | 491.359 K $ | 8669 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.16% | 476.738 K $ | 2192 | 2024/03/31 | -14.883 K $ | -4.81 % |