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Keith Sanders

First United Bank & Trust

Assets Managed
$347.628M
Holdings
420
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
12.9%(2Q avg: 5.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in First United Bank & Trust's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 420 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 347.628M in assets, with a quarterly growth rate of 12.9% and a 2-quarter average growth rate of 5.59%. The portfolio is managed by Keith Sanders, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.21%
6.98%
$24.26M
32,944 shares@ $736.41 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.17%
5.51%
$19.126M
87,761 shares@ $217.93 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.58%
3.64%
$12.639M
18,402 shares@ $686.82 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Decreased -0.36%
3.37%
$11.682M
74,743 shares@ $156.31 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 315.15%
3.25%
$11.284M
140,053 shares@ $80.58 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 484.43%
3.21%
$11.152M
129,468 shares@ $86.14 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.36%
2.93%
$10.182M
105,428 shares@ $96.58 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 8.84%
2.9%
$10.079M
47,370 shares@ $212.78 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.05%
2.82%
$9.795M
33,851 shares@ $289.36 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -7.38%
2.47%
$8.552M
103,235 shares@ $82.84 avg price

1-10 of 420