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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
QQQInvesco Qqq Unit Series 1
Recent Activity
Decreased -3.25%
6.8%
$18.698M
36,575 shares@ $511.23 avg price
VTVVanguard Value Etf
Recent Activity
Increased 0.33%
4.87%
$13.396M
79,128 shares@ $169.31 avg price
AAPLApple Inc Com
Recent Activity
Decreased -1.49%
3.58%
$9.835M
39,275 shares@ $250.43 avg price
VUGVanguard Growth Etf
Recent Activity
Decreased -1.01%
3.5%
$9.618M
23,434 shares@ $410.45 avg price
VOOVanguard Index Fds S&p 500 Etf Shs
Recent Activity
Decreased -0.55%
3.46%
$9.523M
17,674 shares@ $538.82 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -0.69%
2.66%
$7.299M
17,316 shares@ $421.5 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
ESGFlexshares Stoxx Us Esg Impact Index
Recent Activity
Decreased -8.65%
1.75%
$4.798M
34,820 shares@ $137.79 avg price