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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
LOWLowes Cos Inc Com
Recent Activity
Decreased -2.45%
1.29%
$3.537M
14,332 shares@ $246.81 avg price
IEFAIshares Tr Core Msci Eafe Etf
Recent Activity
Decreased -1.31%
1.25%
$3.419M
48,654 shares@ $70.28 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Decreased -1.7%
1.15%
$3.148M
7,840 shares@ $401.58 avg price
MCDMcdonalds Corp Com
Recent Activity
Decreased -1.42%
1.08%
$2.963M
10,222 shares@ $289.9 avg price
DHRDanaher Corp Del Com
Recent Activity
Decreased -1.13%
1.04%
$2.851M
12,418 shares@ $229.56 avg price
IYWIshares Dow Jones Us Technology
Recent Activity
Decreased -0.8%
1.02%
$2.789M
17,483 shares@ $159.52 avg price
HONHoneywell Intl Inc Com
Recent Activity
Decreased -1.37%
0.97%
$2.654M
11,750 shares@ $225.89 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -0.38%
0.93%
$2.545M
11,602 shares@ $219.4 avg price
PGProcter & Gamble Co Com
Recent Activity
Decreased -0.65%
0.9%
$2.475M
14,760 shares@ $167.65 avg price
PNCPnc Finl Svcs Group Inc Com
Recent Activity
Decreased -0.14%
0.87%
$2.383M
12,359 shares@ $192.85 avg price