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Daniel B. Searcy III

United Bank

Assets Managed
$300.644M
Holdings
124
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
1.94%(2Q avg: 2.22%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in United Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 124 positions.

Assets under management

The assets under management (AUM) of United Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 300.644M in assets, with a quarterly growth rate of 1.94% and a 2-quarter average growth rate of 2.22%. The portfolio is managed by Daniel B. Searcy III, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.03%
4.3%
$12.908M
44,887 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.48%
4.08%
$12.264M
48,325 shares@ $253.8 avg price
NFRA
Flexshares Stoxx Global Broa
Recent Activity
Increased 8.42%
3.91%
$11.753M
183,778 shares@ $63.95 avg price
GUNR
Flexshares Global Upstream N
Recent Activity
Increased 20.52%
3.88%
$11.654M
211,277 shares@ $55.16 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.65%
3.83%
$11.512M
66,009 shares@ $174.41 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 4.12%
3.69%
$11.084M
83,404 shares@ $132.91 avg price
HYGV
Flexshares High Yield Value
Recent Activity
Increased 2.45%
3.23%
$9.692M
241,931 shares@ $40.07 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 15.64%
3.11%
$9.337M
25,224 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 6.23%
3.09%
$9.268M
44,499 shares@ $208.28 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.21%
2.8%
$8.405M
28,574 shares@ $294.17 avg price

1-10 of 124