FIRST UNITED BANK & TRUST: 13F holdings
CIK 12141832026Q2
| Positions | 420 |
|---|
| Reported value | $347.6m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 420 (+25 vs prior quarter) |
|---|
| Reported value | $347.6m (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ Invesco QQQ Unit Series 1 | 32,944 | $24.3m | 7.0% |
| VTV Vanguard Value ETF | 87,761 | $19.1m | 5.5% |
| VOO Vanguard Index FDS S&P 500 ETF Shs | 18,402 | $12.6m | 3.6% |
| DVY iShares Select Dividend ETF | 74,743 | $11.7m | 3.4% |
| VO Vanguard Mid-Cap ETF | 140,053 | $11.3m | 3.2% |
| VUG Vanguard Growth ETF | 129,468 | $11.2m | 3.2% |
| IEFA iShares Tr Core MSCI Eafe ETF | 105,428 | $10.2m | 2.9% |
| RSP Invesco S&P 500 Equal Weight | 47,370 | $10.1m | 2.9% |
| AAPL Apple Inc Com | 33,851 | $9.8m | 2.8% |
| IEMG iShares in Core MSCI Emerging Mkts | 103,235 | $8.6m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1214183")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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