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UBV

United Bank (Virginia) Portfolio holdings

AUM $853M
1-Year Est. Return 34.07%
This Fund
S&P 500
This Quarter Est. Return
+7.54%
1 Year Est. Return
+34.07%
3 Year Est. Return
+76.1%
5 Year Est. Return
+99.67%
10 Year Est. Return
+313.94%
AUM
$839M
AUM Growth
+$3.7M
Cap. Flow
-$48.3M
Cap. Flow %
-5.76%
Top 10 Hldgs %
49.79%
Holding
142
New
4
Increased
7
Reduced
63
Closed
14

Top Buys

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$500K
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$290K
3
INTC icon
Intel
INTC
+$261K
4
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$204K
5
WK icon
Workiva
WK
+$198K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.37M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$2.12M
3
AAPL icon
Apple
AAPL
+$1.9M
4
CVX icon
Chevron
CVX
+$1.65M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.59M

Sector Composition

Rank Sector Weight
1 Industrials 24.6%
2 Technology 15.65%
3 Financials 11.48%
4 Healthcare 6.64%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
101
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$377K 0.05%
1,226
– –
MA icon
102
Mastercard
MA
$489B
$366K 0.04%
643
-150
-19% -$86.1K
GEV icon
103
GE Vernova
GEV
$277B
$364K 0.04%
592
– –
INTC icon
104
Intel
INTC
$512B
$362K 0.04%
+10,788
New +$261K
BKNG icon
105
Booking.com
BKNG
$159B
$351K 0.04%
1,625
– –
IWR icon
106
iShares Russell Mid-Cap ETF
IWR
$57.9B
$341K 0.04%
3,537
– –
DVY icon
107
iShares Select Dividend ETF
DVY
$23.7B
$341K 0.04%
2,399
– –
WFC icon
108
Wells Fargo
WFC
$268B
$335K 0.04%
4,000
– –
PANW icon
109
Palo Alto Networks
PANW
$313B
$291K 0.03%
1,430
– –
TRVI icon
110
Trevi Therapeutics
TRVI
$2.54B
$285K 0.03%
31,200
– –
ASML icon
111
ASML
ASML
$698B
$281K 0.03%
290
– –
IBB icon
112
iShares Biotechnology ETF
IBB
$9.87B
$275K 0.03%
1,908
– –
DE icon
113
Deere & Co
DE
$167B
$274K 0.03%
599
-725
-55% -$357K
ADP icon
114
Automatic Data Processing
ADP
$107B
$265K 0.03%
903
– –
LOW icon
115
Lowe's Companies
LOW
$122B
$258K 0.03%
1,028
– –
BRK.B icon
116
Berkshire Hathaway Class B
BRK.B
$1.09T
$254K 0.03%
506
-500
-50% -$242K
IWB icon
117
iShares Russell 1000 ETF
IWB
$50.2B
$238K 0.03%
650
– –
ZTS icon
118
Zoetis
ZTS
$29.9B
$234K 0.03%
1,600
– –
WK icon
119
Workiva
WK
$3.71B
$227K 0.03%
+2,639
New +$198K
CINF icon
120
Cincinnati Financial
CINF
$26.5B
$222K 0.03%
1,403
– –
FWONK icon
121
Liberty Media Series C
FWONK
$26.3B
$219K 0.03%
2,100
– –
COF icon
122
Capital One
COF
$136B
$217K 0.03%
1,019
– –
VBR icon
123
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$209K 0.02%
+1,000
New +$204K
XLK icon
124
State Street Technology Select Sector SPDR ETF
XLK
$124B
$201K 0.02%
+1,424
New +$189K
ORCL icon
125
Oracle
ORCL
$435B
$200K 0.02%
712
-2,976
-81% -$758K
2 3 4
5
6

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United Bank (Virginia)'s Q3 2025 Portfolio in Review

As of Q3 2025, United Bank (Virginia) held 142 positions worth $839M, up 0.44% from $835M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

United Bank (Virginia) withdrew a net $48.3M in Q3 2025, closing 14 positions and reducing 63 holdings. Its most notable exit was Berkshire Hathaway Class A, an estimated $729K position sold in full.

By sector, the portfolio is most concentrated in Industrials at 25% of assets, up from 25% a quarter earlier, followed by Technology and Financials.

Against the trend, United Bank (Virginia) opened a new position in Intel worth $362K.

  • United Bank (Virginia)'s largest Q3 2025 buy was Intel: 10,788 shares worth $362K.
  • United Bank (Virginia) added most to iShares 0-1 Year Treasury Bond ETF in Q3 2025, an estimated $500K increase.
  • United Bank (Virginia)'s biggest Q3 2025 reduction was Microsoft, cutting an estimated $2.37M.
  • United Bank (Virginia) fully exited Berkshire Hathaway Class A in Q3 2025, selling an estimated $729K.
  • United Bank (Virginia)'s ten largest holdings make up 50% of its $839M portfolio in Q3 2025.
  • United Bank (Virginia) opened 4 new positions and closed 14 in Q3 2025.
  • United Bank (Virginia)'s portfolio value rose 0.44% quarter-over-quarter to $839M.

Based on United Bank (Virginia)'s 13F filing for Q3 2025, filed 7 Nov 2025.