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
+20.90%
+10.52%
360,250.4
 
VTV
Vanguard Value ETF
88,023
15,557.2
+9.31%
5.420
+0.46%
0.010
+8.97%
+6.26%
135,011.0
 
VOO
Vanguard S&P 500 ETF
19,556
11,108.4
+9.97%
3.870
+0.35%
0.000
+16.09%
+8.25%
664,077.8
 
VUG
Vanguard Growth ETF
22,817
10,003.0
+5.04%
3.490
+0.17%
0.010
+21.93%
+10.19%
166,080.2
 
MSFT
Microsoft Corp
16,705
8,309.2
-0.75%
2.900
-0.02%
0.000
+32.15%
+21.67%
3,797,138.0
Software
DVY
iShares Select Dividend ETF
59,519
7,904.7
-2.55%
2.760
-0.08%
0.040
+6.98%
+4.63%
20,151.6
 
AAPL
Apple Inc
37,653
7,725.3
-2.33%
2.690
-0.07%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
RSP
Invesco S&P 500 Equal Weight ETF
40,388
7,340.1
-4.15%
2.560
-0.11%
0.010
+11.41%
+6.62%
74,989.8
 
SPGP
Invesco S&P 500 GARP ETF
48,021
5,171.9
-10.29%
1.800
-0.21%
0.190
+14.60%
+5.08%
2,836.8
 
JPM
JPMorgan Chase & Co
17,684
5,126.8
-1.22%
1.790
-0.02%
0.000
+21.80%
+25.72%
815,415.8
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
$179.89
6.46%
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
0.23%
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
$583.26
11.02%
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
$40.86
2.07%
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
$84.87
7.01%
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
$110.21
10.52%
Reduce -10.29%
48,021
-5,511
QQQ
INVESCO QQQ Trust
2025-06-30
Add
Add
+0.18%
●
416.06 ($496.89) 551.64
$565.01
13.71%
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
$202.32
9.29%
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
$245.19
9.92%
Reduce -13.69%
13,774
-2,185
CVS
CVS Health Corp
2025-06-30
Add
Add
+0.17%
●
60.04 ($65.61) 70.18
$58.75
-10.46%
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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