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Keith Sanders

First United Bank & Trust

Assets Managed
$307.923M
Holdings
395
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-1.72%(2Q avg: -0.01%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in First United Bank & Trust's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 395 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 2026 - Q1, they manage 307.923M in assets, with a quarterly growth rate of -1.72% and a 2-quarter average growth rate of -0.01%. The portfolio is managed by Keith Sanders, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -6.28%
6.19%
$19.056M
33,016 shares@ $577.19 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.6%
5.66%
$17.424M
88,807 shares@ $196.2 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Increased 15.27%
3.69%
$11.358M
75,016 shares@ $151.41 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -10.38%
3.6%
$11.061M
18,510 shares@ $597.56 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 40.05%
3.15%
$9.688M
33,736 shares@ $287.19 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -7.42%
3.15%
$9.676M
22,153 shares@ $436.8 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 28.48%
3%
$9.235M
102,007 shares@ $90.54 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.2%
2.8%
$8.596M
33,869 shares@ $253.8 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 28.37%
2.72%
$8.353M
43,523 shares@ $191.92 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 60.98%
2.53%
$7.775M
111,469 shares@ $69.76 avg price

1-10 of 395