FU

FIRST UNITED BANK & TRUST

13F
FIRST UNITED BANK & TRUST
Last update 2025-07-18 388 Stocks (4 new)
Value $287.00 Mil Turnover 4 %
Countries:
Top Holdings: QQQ(6.68%)VTV(5.42%)VOO(3.87%)VUG(3.49%)MSFT(2.90%)
Summary Stock Picks Current Portfolio
FIRST UNITED BANK & TRUST Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ
INVESCO QQQ Trust
34,756
19,172.8
+2.73%
6.680
+0.18%
0.010
+21.22%
+10.98%
360,805.1
 
VTV
Vanguard Value ETF
88,023
15,557.2
+9.31%
5.420
+0.46%
0.010
+9.77%
+7.66%
135,262.4
 
VOO
Vanguard S&P 500 ETF
19,556
11,108.4
+9.97%
3.870
+0.35%
0.000
+16.63%
+9.12%
665,079.8
 
VUG
Vanguard Growth ETF
22,817
10,003.0
+5.04%
3.490
+0.17%
0.010
+22.17%
+10.55%
166,211.3
 
MSFT
Microsoft Corp
16,705
8,309.2
-0.75%
2.900
-0.02%
0.000
+32.59%
+22.07%
3,809,699.0
Software
DVY
iShares Select Dividend ETF
59,519
7,904.7
-2.55%
2.760
-0.08%
0.040
+8.01%
+6.47%
20,154.6
 
AAPL
Apple Inc
37,653
7,725.3
-2.33%
2.690
-0.07%
0.000
+3.21%
-14.03%
3,207,842.0
Hardware
RSP
Invesco S&P 500 Equal Weight ETF
40,388
7,340.1
-4.15%
2.560
-0.11%
0.010
+12.02%
+7.71%
75,090.2
 
SPGP
Invesco S&P 500 GARP ETF
48,021
5,171.9
-10.29%
1.800
-0.21%
0.190
+15.09%
+6.02%
2,839.4
 
JPM
JPMorgan Chase & Co
17,684
5,126.8
-1.22%
1.790
-0.02%
0.000
+22.46%
+26.40%
819,829.1
Banks

FIRST UNITED BANK & TRUST's Historical Top Holdings Breakdowns

FIRST UNITED BANK & TRUST's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.46%
●
153.67 ($168.97) 176.74
$180.22
6.66%
Add 9.31%
88,023
7,496
STIP
iShares 0-5 Year TIPS Bond ETF
2025-06-30
Add
Add
+0.40%
●
102.02 ($102.6) 103.5
$102.84
0.24%
Add 538.32%
13,277
11,197
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.35%
●
456.74 ($525.37) 568.03
$584.14
11.19%
Add 9.97%
19,556
1,773
HYGV
FlexShares High Yield Value Scored Bond Index ETF
FlexShares High Yield Value Scored Bond Index ETF
2025-06-30
Reduce
Reduce
-0.31%
●
38.45 ($40.03) 41.03
$40.88
2.14%
Reduce -18.3%
90,350
-20,244
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Add
Add
+0.26%
●
67.83 ($79.31) 84.09
$85.01
7.19%
Add 17.31%
61,146
9,024
SPGP
Invesco S&P 500 GARP ETF
2025-06-30
Reduce
Reduce
-0.21%
●
86.05 ($99.72) 107.7
$110.31
10.62%
Reduce -10.29%
48,021
-5,511
QQQ
INVESCO QQQ Trust
2025-06-30
Add
Add
+0.18%
●
416.06 ($496.89) 551.64
$565.88
13.88%
Add 2.73%
34,756
924
VBR
Vanguard Small Cap Value ETF
2025-06-30
Reduce
Reduce
-0.18%
●
162.76 ($185.12) 195.77
$202.71
9.50%
Reduce -21.91%
8,993
-2,523
VB
Vanguard Small Cap ETF
2025-06-30
Reduce
Reduce
-0.18%
●
193.73 ($223.07) 237.37
$245.54
10.08%
Reduce -13.69%
13,774
-2,185
CVS
CVS Health Corp
2025-06-30
Add
Add
+0.17%
●
60.04 ($65.61) 70.18
$59.25
-9.69%
Add 230.43%
9,880
6,890

FIRST UNITED BANK & TRUST Total Holding History ($B)

To

FIRST UNITED BANK & TRUST's Asset Allocation

To

FIRST UNITED BANK & TRUST Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FIRST UNITED BANK & TRUST's Hypothetical Growth since 2025-06-30

FIRST UNITED BANK & TRUST's Yearly Returns

Year Portfolio % % Excess Gain %

FIRST UNITED BANK & TRUST's Holdings Heat Map

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FIRST UNITED BANK & TRUST's Holdings Bubble Chart

FIRST UNITED BANK & TRUST News

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