Portfolio (Quarterly)
Guide ↗
UNITED BANK
· CIK 0001286478| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. | Communication Services | 4,700 | $441K | 0.06% | SOLD |
| 2 | BKNG | BOOKING HOLDINGS INC. | Consumer Cyclical | 65 | $348K | 0.05% | SOLD |
| 3 | PANW | PALO ALTO NETWORKS INC | Technology | 1,430 | $263K | 0.04% | SOLD |
| 4 | LOW | LOWE'S COS INC | Consumer Cyclical | 1,027 | $248K | 0.03% | SOLD |
| 5 | COF | CAPITAL ONE FINANCIAL CO | Financial Services | 1,019 | $247K | 0.03% | SOLD |
| 6 | IWB | ISHARES | — | 650 | $243K | 0.03% | SOLD |
| 7 | ADP | AUTOMATIC DATA PROCESSING | Industrials | 903 | $232K | 0.03% | SOLD |
| 8 | WK | WORKIVA INC | Technology | 2,639 | $228K | 0.03% | SOLD |
| 9 | IBM | IBM CORP | Technology | 705 | $209K | 0.03% | SOLD |
| 10 | — | LIBERTY MEDIA CORP | — | 2,100 | $207K | 0.03% | SOLD |
| 11 | XLK | STATE STREET SPDR | — | 1,424 | $205K | 0.03% | SOLD |
| 12 | ZTS | ZOETIS INC | Healthcare | 1,600 | $201K | 0.03% | SOLD |
Sector Allocation
Industrials
34.1%
Technology
18.1%
Financial Services
15.8%
Healthcare
9.3%
Energy
6.3%
Consumer Defensive
5.6%
Utilities
2.9%
Consumer Cyclical
2.8%
Real Estate
2.3%
Basic Materials
1.6%