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Keith Sanders

@First United Bank & Trust

Latest period2024 - Q4ReportedManaged Assets$275.325MTotal holdings377
Assets growth rate-1.08%Assets growth rate (2-Q avg)1.26%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First United Bank & Trust's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 377 positions.

Assets under management

The assets under management (AUM) of First United Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 275.325M in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of 1.26%. The portfolio is managed by Keith Sanders, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Value Etf
Recent Activity
Increased 0.33%
4.87%
$13.396M
79,128 shares@ $169.31 avg price
DVYIshares Select Dividend Etf
Recent Activity
Increased 3.48%
2.65%
$7.291M
55,537 shares@ $131.3 avg price
RSPInvesco S&p 500 Equal Weight
Recent Activity
Increased 18.33%
2.24%
$6.166M
35,190 shares@ $175.24 avg price
SPGPInvesco S&p 500 Garp Etf
Recent Activity
Increased 7.45%
1.87%
$5.128M
48,891 shares@ $104.88 avg price
VOTVanguard Index Fds Mcap Gr Idxvip
Recent Activity
Increased 1.77%
1.74%
$4.772M
18,805 shares@ $253.76 avg price
VOVanguard Mid-cap Etf
Recent Activity
Increased 6.68%
1.67%
$4.573M
17,313 shares@ $264.13 avg price
VOEVanguard Index Fds Mcap Vl Idxvip
Recent Activity
Increased 3.62%
1.57%
$4.303M
26,600 shares@ $161.77 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 0.25%
1.41%
$3.871M
6,575 shares@ $588.68 avg price
VBVanguard Index Fds Small Cp Etf
Recent Activity
Increased 4.16%
1.41%
$3.87M
16,107 shares@ $240.29 avg price
FBNDFideltiy Total Bond Etf
Recent Activity
Increased 45.51%
1.33%
$3.655M
81,461 shares@ $44.87 avg price