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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
HYDVaneck Vec High Yld Mun Etf
Recent Activity
Increased 19.17%
0.51%
$1.385M
26,689 shares@ $51.92 avg price
VBKVanguard Index Fds Sml Cp Grw Etf
Recent Activity
Increased 1.88%
0.42%
$1.139M
4,066 shares@ $280.07 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 0.52%
0.37%
$999,110
9,288 shares@ $107.57 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Increased 10.94%
0.33%
$903,319
5,094 shares@ $177.33 avg price
ECLEcolab Inc
Recent Activity
Increased 0.17%
0.32%
$873,779
3,729 shares@ $234.32 avg price
CMECme Group Inc
Recent Activity
Increased 3.09%
0.3%
$813,966
3,505 shares@ $232.23 avg price
WMTWal Mart Stores Inc Com
Recent Activity
Increased 4.82%
0.3%
$810,168
8,967 shares@ $90.35 avg price
NOWServicenow Inc
Recent Activity
Increased 53.62%
0.28%
$765,406
722 shares@ $1060.12 avg price
PWRQuanta Services Inc
Recent Activity
Increased 67.01%
0.23%
$625,463
1,979 shares@ $316.06 avg price
EOGEog Res Inc
Recent Activity
Increased 0.21%
0.23%
$609,836
4,975 shares@ $122.59 avg price