IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First United Bank & Trust

Q1 2025 Holdings

Filed 2025-04-15 | 562 holdings | $267.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Mid-America Apartment Communities Inc.(MAA)COM59522J103$33.5K2000.0%
American Movil NPV ADR(AMX)SPON ADS RP CL B02390A101$35.3K2,4850.0%
Veralto Corp(VLTO)COM SHS92338C103$36.0K3690.0%
Ulta Salon Cosmetics & Fragrance(ULTA)COM90384S303$36.7K1000.0%
Parker Hannifin Corp(PH)COM701094104$37.1K610.0%
DFA US Small Cap ETF(DFAS)US SMALL CAP ETF25434V500$37.3K6250.0%
Pinnacle West Cap Corp Com(PNW)COM723484101$38.1K4000.0%
Nnn REIT Inc Com(NNN)COM637417106$38.4K9000.0%
Intuit Inc(INTU)COM461202103$41.8K680.0%
Molson Coors Beverage Co Compa Class B Corp Common(TAP)CL B60871R209$42.6K7000.0%
Smurfit Westrock Plc Ordinary Shares(SW)SHSG8267P108$43.2K9580.0%
iShares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$43.3K5300.0%
Alerian Mlp Alps Etf(AMLP)ALERIAN MLP00162Q452$43.3K8340.0%
Spdr Nuveen Barclays Sht Trm(SHM)NUVEEN BLMBRG SH78468R739$44.0K9250.0%
Hartford Group Inc(HIG)COM416515104$44.5K3600.0%
JPMorgan Equity Premium Income ETF(JEPI)EQUITY PREMIUM46641Q332$44.6K7800.0%
3M Co Com(MMM)COM88579Y101$44.8K3050.0%
Firstenergy Corp Com(FE)COM337932107$47.0K1,1620.0%
General Mls Inc Com(GIS)COM370334104$47.2K7900.0%
Msci Inc(MSCI)COM55354G100$47.5K840.0%
Carrier Global Corp(CARR)COM14448C104$47.6K7500.0%
First Tr Global Tactical CM(FTGC)FST TR GLB FD33739H101$48.0K1,8810.0%
Ishares Trust Ibonds Dec 2029 Term Corporate Etf(IBDU)IBONDS DEC 2946436E205$48.1K2,0800.0%
Ishares Trust Ibonds Dec 2028 Term Corporate Etf(IBDT)IBDS DEC28 ETF46435U515$48.3K1,9130.0%
Ishares Trust Ibonds Dec 2027 Term Corporate Etf(IBDS)IBONDS 27 ETF46435UAA9$48.5K2,0040.0%
Analog Divices Inc(ADI)COM032654105$49.4K2450.0%
Lam Research Corp. Ordinary Shares(LRCX)COM NEW512807306$49.4K6800.0%
Emerson Elec Co Com(EMR)COM291011104$51.2K4670.0%
Kimberly Clark Corp Com(KMB)COM494368103$51.3K3610.0%
Materials Sector Spdr(XLB)SBI MATERIALS81369Y100$51.4K5980.0%
Marsh & McLennan Companies, Inc.(MRSH)COM571748102$52.7K2160.0%
Northrop Grumman Corp(NOC)COM666807102$53.8K1050.0%
Motorola Solutions Inc Com New(MSI)COM NEW620076307$53.9K1230.0%
iShares Govt it Bond(GBF)GOV/CRED BD ETF464288596$56.8K5450.0%
Aflac Inc(AFL)COM001055102$57.7K5190.0%
Chubb Limited Com(CB)COMH1467J104$58.0K1920.0%
Intel Corp Com(INTC)COM458140100$59.0K2,6000.0%
Global X FDS US Infr Dev ETF(PAVE)US INFR DEV ETF37954Y673$59.0K1,5650.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$59.2K1190.0%
Ross Stores Inc(ROST)COM778296103$59.4K4650.0%
Invesco Preferred ETF(PGX)PFD ETF46138E511$59.6K5,3150.0%
Dow Inc Com(DOW)COM260557103$59.7K1,7100.0%
KKR & Co Inc Com(KKR)COM48251W104$59.8K5170.0%
AON PLC Shs CL A(AON)SHS CL AG0403H108$59.9K1500.0%
Cardinal Health Inc Com(CAH)COM14149Y108$62.0K4500.0%
Target Corp(TGT)COM87612E106$62.6K6000.0%
Burke Herbert Financial Services Inc(BHRB)COM12135Y108$64.6K1,1520.0%
Metlife, Inc.(MET)COM59156R108$65.8K8200.0%
Energy Sector Spdr(XLE)ENERGY81369Y506$65.9K7050.0%
Morgan Stanley Dean Witter(MS)COM NEW617446448$66.3K5680.0%
PreviousPage 4 of 9Next