Institutions / First United Bank & Trust

First United Bank & Trust

CIK 1214183 · Institution · as of Mar 31, 2026
Portfolio value
$307.92M
Positions
395
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$307.92M-1.7%
$313.33M$310.63M$307.92MQ4 '25Q1 '26

Positions

395+0.3%
395395394Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 395 →
CompanyClassValueShares% of portfolio
Invesco QQQ Unit Series 1—$19.06M33,0166.2%
Vanguard Value ETF—$17.42M88,8075.7%
iShares Select Dividend ETF—$11.36M75,0163.7%
Vanguard Index FDS S&P 500 ETF Shs—$11.06M18,5103.6%
Vanguard Mid-Cap ETF—$9.69M33,7363.1%
Vanguard Growth ETF—$9.68M22,1533.1%
iShares Tr Core MSCI Eafe ETF—$9.23M102,0073.0%
Apple Inc.—$8.60M33,8692.8%
Invesco S&P 500 Equal Weight—$8.35M43,5232.7%
iShares in Core MSCI Emerging Mkts—$7.77M111,4692.5%
Vanguard Index FDS Small CP ETF—$6.09M23,2572.0%
Vanguard Index FDS McAp Vl Idxvip—$6.07M32,9632.0%
Vanguard Index FDS McAp GR Idxvip—$5.54M21,5211.8%
Microsoft Corp—$5.42M14,6351.8%
Fideltiy Total Bond ETF—$5.13M112,3521.7%
Alphabet Inc.—$4.95M17,2061.6%
JPMorgan Chase & Co—$4.63M15,7341.5%
iShares Core S&P 500 ETF—$4.35M6,6541.4%
Flexshares Tr Hig Yld Vl ETF—$4.29M107,0781.4%
SPDR S&P 500 Index—$3.92M6,0211.3%
Invesco S&P 500 Garp ETF—$3.91M36,2921.3%
NVIDIA Corp—$3.86M22,1071.3%
Arista Networks, Inc.ANETCommon Stock$3.42M27,8721.1%
iShares Russell 1000 Growth ETF—$3.10M7,2651.0%
Mcdonald'S Corp—$3.05M9,8211.0%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add46434G103
Common stock
$2.95M+42K
+60.98%
111,469
2.52% of portfolio
low
Q1 2026
as of
Add922908629
Common stock
$2.77M+10K
+40.04%
33,736
3.15% of portfolio
low
Q1 2026
as of
Add46432F842
Common stock
$2.05M+23K
+28.48%
102,007
3.00% of portfolio
low
Q1 2026
as of
Add46137V357
Common stock
$1.85M+10K
+28.36%
43,523
2.71% of portfolio
low
Q1 2026
as of
Add922908751
Common stock
$1.81M+7K
+42.31%
23,257
1.98% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.
Common stock
$-1.55M-5K
-23.82%
17,206
1.61% of portfolio
low
Q1 2026
as of
Add464287168
Common stock
$1.50M+10K
+15.27%
75,016
3.69% of portfolio
low
Q1 2026
as of
AddiShares MSCI UAE ETF
Common stock
$1.44M+14K
+222.05%
20,260
0.68% of portfolio
low
Q1 2026
as of
TrimANET
Arista Networks, Inc.
Common Stock
$-1.42M-12K
-29.39%
27,872
1.11% of portfolio
low
Q1 2026
as of
Trim922908363
Common stock
$-1.28M-2K
-10.38%
18,510
3.59% of portfolio
low