0001104659-20-003282.txt : 20200113
0001104659-20-003282.hdr.sgml : 20200113
20200113100305
ACCESSION NUMBER: 0001104659-20-003282
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200113
DATE AS OF CHANGE: 20200113
EFFECTIVENESS DATE: 20200113
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FIRST UNITED BANK TRUST/
CENTRAL INDEX KEY: 0001214183
IRS NUMBER: 520312890
STATE OF INCORPORATION: MD
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10455
FILM NUMBER: 20523070
MAIL ADDRESS:
STREET 1: PO BOX 9
STREET 2: 19 SOUTH SECOND STREET
CITY: OAKLAND
STATE: MD
ZIP: 21550-0009
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001214183
XXXXXXXX
12-31-2019
12-31-2019
false
FIRST UNITED BANK TRUST/
Po Box 9
19 South Second Street
Oakland
MD
21550-0009
13F HOLDINGS REPORT
028-10455
N
Keith Sanders
Senior Trust Officer and Senior Vice President
301-533-2350
/s/ Keith Sanders
Oakland
MD
01-13-2020
0
130
173621
INFORMATION TABLE
2
infotable.xml
CHECK POINT SOFTWARE TECH LTORD
COMMON STOCK
M22465104
252
2274
SH
SOLE
2274
0
0
ROYAL CARIBBEAN CRUISES LTD COM
COMMON STOCK
V7780T103
1165
8724
SH
SOLE
8724
0
0
AT&T INC COM
COMMON STOCK
00206R102
730
18674
SH
SOLE
18674
0
0
ABBOTT LABS COM
COMMON STOCK
002824100
1759
20248
SH
SOLE
20248
0
0
ABBVIE INC
COMMON STOCK
00287Y109
233
2631
SH
SOLE
2631
0
0
ALIBABA GROUP HLDG LTD SPONSORED ADS
COMMON STOCK
01609W102
942
4443
SH
SOLE
4443
0
0
ALPHABET INC
COMMON STOCK
02079K107
225
168
SH
SOLE
168
0
0
ALPHABET INC
COMMON STOCK
02079K305
1622
1211
SH
SOLE
1211
0
0
ALTRIA GROUP INC COM
COMMON STOCK
02209S103
259
5198
SH
SOLE
5198
0
0
AMAZON COM INC COM
COMMON STOCK
023135106
333
180
SH
SOLE
180
0
0
AMGEN INC COM
COMMON STOCK
031162100
1681
6974
SH
SOLE
6974
0
0
APPLE INC COM
COMMON STOCK
037833100
3883
13225
SH
SOLE
13225
0
0
ARISTA NETWORKS INC COM
COMMON STOCK
040413106
819
4025
SH
SOLE
4025
0
0
AUTOMATIC DATA PROCESSING
COMMON STOCK
053015103
235
1376
SH
SOLE
1376
0
0
BANK OF AMERICA CORP
COMMON STOCK
060505104
223
6344
SH
SOLE
6344
0
0
BECTON DICKINSON AND COMPANY
COMMON STOCK
075887109
1724
6338
SH
SOLE
6338
0
0
BERKSHIRE HATHAWAY B
COMMON STOCK
084670702
603
2662
SH
SOLE
2662
0
0
BLACKSTONE GROUP INC
COMMON STOCK
09260D107
722
12910
SH
SOLE
12910
0
0
BOEING CO COM
COMMON STOCK
097023105
274
842
SH
SOLE
842
0
0
BRISTOL MYERS SQUIBB CO COM
COMMON STOCK
110122108
1581
24624
SH
SOLE
24624
0
0
CME GROUP INC
COMMON STOCK
12572Q105
1414
7045
SH
SOLE
7045
0
0
CSX CORP COM
COMMON STOCK
126408103
1866
25793
SH
SOLE
25793
0
0
CHEVRONTEXACO
COMMON STOCK
166764100
2220
18425
SH
SOLE
18425
0
0
CISCO SYS INC COM
COMMON STOCK
17275R102
1477
30796
SH
SOLE
30796
0
0
COCA COLA CO COM
COMMON STOCK
191216100
373
6746
SH
SOLE
6746
0
0
COMCAST CORP NEW CL A
COMMON STOCK
20030N101
236
5237
SH
SOLE
5237
0
0
COSTCO WHSL CORP NEW
COMMON STOCK
22160K105
601
2046
SH
SOLE
2046
0
0
DBX ETF TR XTRACK MSCI EURP
EXCHANGE TRADED INDEX FUNDS
233051853
248
7965
SH
SOLE
7965
0
0
DANAHER CORP DEL COM
COMMON STOCK
235851102
3242
21124
SH
SOLE
21124
0
0
DISNEY WALT CO COM DISNEY
COMMON STOCK
254687106
1735
11997
SH
SOLE
11997
0
0
DOMINION NEW RES INC VA NEW
COMMON STOCK
25746U109
1764
21307
SH
SOLE
21307
0
0
DOW INC COM
COMMON STOCK
260557103
413
7554
SH
SOLE
7554
0
0
DUPONT DE NEMOURS INC
COMMON STOCK
26614N102
627
9760
SH
SOLE
9760
0
0
ECOLAB INC
COMMON STOCK
278865100
890
4610
SH
SOLE
4610
0
0
EXXON MOBIL CORP COM
COMMON STOCK
30231G102
1850
26515
SH
SOLE
26515
0
0
FACEBOOK
COMMON STOCK
30303M102
206
1005
SH
SOLE
1005
0
0
FIDELTIY TOTAL BOND ETF
EXCHANGE TRADED BOND FUNDS
316188309
944
18248
SH
SOLE
18248
0
0
GENUINE PARTS CO
COMMON STOCK
372460105
619
5830
SH
SOLE
5830
0
0
HOME DEPOT INC COM
COMMON STOCK
437076102
596
2730
SH
SOLE
2730
0
0
HONEYWELL INTL INC COM
COMMON STOCK
438516106
2972
16793
SH
SOLE
16793
0
0
HUNTINGTON BANCSHARES INC COM
COMMON STOCK
446150104
213
14140
SH
SOLE
14140
0
0
ILLINOIS TOOL WKS INC
COMMON STOCK
452308109
770
4288
SH
SOLE
4288
0
0
INTEL CORP COM
COMMON STOCK
458140100
2504
41840
SH
SOLE
41840
0
0
INTERNATIONAL BUSINESS MACHSCOM
COMMON STOCK
459200101
334
2490
SH
SOLE
2490
0
0
INVESCO QQQ UNIT SERIES 1
EXCHANGE TRADED INDEX FUNDS
46090E103
8965
42168
SH
SOLE
42168
0
0
INVESCO WATER RES ETF TRUST
EXCHANGE TRADED SECTOR FUNDS
46137V142
251
6485
SH
SOLE
6485
0
0
INVESCO S&P 500 EQUAL WEIGHT
EXCHANGE TRADED INDEX FUNDS
46137V357
1715
14820
SH
SOLE
14820
0
0
INVESCO NATL AMT-FREE MUN BD ETF
EXCHANGE TRADED BOND FUNDS
46138E537
1043
39420
SH
SOLE
39420
0
0
INVESCO SR LOAN ETF
EXCHANGE TRADED BOND FUNDS
46138G508
443
19440
SH
SOLE
19440
0
0
ISHARES SELECT DIVIDEND ETF
EXCHANGE TRADED INDEX FUNDS
464287168
6853
64862
SH
SOLE
64862
0
0
ISHARES TIPS BOND ETF
EXCHANGE TRADED BOND FUNDS
464287176
1431
12274
SH
SOLE
12274
0
0
ISHARES TRANSPORTATION AVG ETF
EXCHANGE TRADED INDEX FUNDS
464287192
635
3245
SH
SOLE
3245
0
0
ISHARES CORE S&P 500 ETF
EXCHANGE TRADED INDEX FUNDS
464287200
626
1936
SH
SOLE
1936
0
0
ISHARES MSCI EMERGING MARKETS ETF
EXCHANGE TRADED INDEX FUNDS
464287234
456
10160
SH
SOLE
10160
0
0
ISHARES MSCI EAFE ETF
EXCHANGE TRADED INDEX FUNDS
464287465
464
6686
SH
SOLE
6686
0
0
ISHARES RUSSELL MIDCAP VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287473
637
6724
SH
SOLE
6724
0
0
ISHARES RUSSELL MIDCAP GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287481
745
4880
SH
SOLE
4880
0
0
ISHARES RUSSELL MID-CAP ETF
EXCHANGE TRADED INDEX FUNDS
464287499
680
11403
SH
SOLE
11403
0
0
ISHARES RUSSELL 1000 VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287598
1852
13569
SH
SOLE
13569
0
0
ISHARES RUSSELL 1000 GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287614
3732
21213
SH
SOLE
21213
0
0
ISHARES RUSSELL 2000 VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287630
249
1939
SH
SOLE
1939
0
0
ISHARES RUSSELL 2000 GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287648
244
1140
SH
SOLE
1140
0
0
ISHARES DOW JONES US TECHNOLOGY
EXCHANGE TRADED SECTOR FUNDS
464287721
2042
8781
SH
SOLE
8781
0
0
ISHARES DOW JONES US REAL ESTATE
EXCHANGE TRADED SECTOR FUNDS
464287739
482
5178
SH
SOLE
5178
0
0
ISHARES DOW JONES US HEALTHCARE
EXCHANGE TRADED SECTOR FUNDS
464287762
808
3745
SH
SOLE
3745
0
0
ISHARES NATIONAL MUNI BOND ETF
EXCHANGE TRADED BOND FUNDS
464288414
251
2200
SH
SOLE
2200
0
0
ISHARES GOVT/CREDIT BOND
EXCHANGE TRADED BOND FUNDS
464288596
566
4810
SH
SOLE
4810
0
0
ISHARES 1-3 YR CR BD ETF
EXCHANGE TRADED BOND FUNDS
464288646
1751
32652
SH
SOLE
32652
0
0
ISHARES TR U.S. MED DVC ETF
EXCHANGE TRADED SECTOR FUNDS
464288810
513
1942
SH
SOLE
1942
0
0
ISHARES FLOATING RATE BOND
EXCHANGE TRADED BOND FUNDS
46429B655
1026
20148
SH
SOLE
20148
0
0
ISHARES TR CORE MSCI EAFE ETF
EXCHANGE TRADED INDEX FUNDS
46432F842
1662
25472
SH
SOLE
25472
0
0
ISHARES IN CORE MSCI EMERGING MKTS
EXCHANGE TRADED INDEX FUNDS
46434G103
560
10417
SH
SOLE
10417
0
0
J P MORGAN CHASE & CO
COMMON STOCK
46625H100
3510
25182
SH
SOLE
25182
0
0
JOHNSON & JOHNSON COM
COMMON STOCK
478160104
2877
19724
SH
SOLE
19724
0
0
LOCKHEED MARTIN CORP
COMMON STOCK
539830109
249
640
SH
SOLE
640
0
0
LOWES COS INC COM
COMMON STOCK
548661107
2886
24099
SH
SOLE
24099
0
0
M & T BANK CORP
COMMON STOCK
55261F104
1108
6529
SH
SOLE
6529
0
0
MASTERCARD INC
COMMON STOCK
57636Q104
1614
5405
SH
SOLE
5405
0
0
MCCORMICK INC NON-VOTING
COMMON STOCK
579780206
587
3456
SH
SOLE
3456
0
0
MCDONALDS CORP COM
COMMON STOCK
580135101
2293
11603
SH
SOLE
11603
0
0
MERCK & CO INC COM
COMMON STOCK
58933Y105
317
3482
SH
SOLE
3482
0
0
METLIFE, INC.
COMMON STOCK
59156R108
1145
22468
SH
SOLE
22468
0
0
MICROSOFT CORP COM
COMMON STOCK
594918104
2483
15744
SH
SOLE
15744
0
0
MICROCHIP TECHNOLOGY INC COM
COMMON STOCK
595017104
1886
18008
SH
SOLE
18008
0
0
NEOGENOMICS INC COM NEW
COMMON STOCK
64049M209
878
30000
SH
SOLE
30000
0
0
NUVEEN INSD TAX-FREE ADVANTAGE MUN FD COM
EXCHANGE TRADED BOND FUNDS
670657105
169
11779
SH
SOLE
11779
0
0
PNC FINL SVCS GROUP INC COM
COMMON STOCK
693475105
2190
13719
SH
SOLE
13719
0
0
PEPSICO INC COM
COMMON STOCK
713448108
2449
17919
SH
SOLE
17919
0
0
PFIZER INC COM
COMMON STOCK
717081103
420
10728
SH
SOLE
10728
0
0
PROCTER & GAMBLE CO COM
COMMON STOCK
742718109
2111
16899
SH
SOLE
16899
0
0
PRUDENTIAL FINANCIAL INC
COMMON STOCK
744320102
941
10040
SH
SOLE
10040
0
0
ROPER TECHNOLOGIES INC
COMMON STOCK
776696106
816
2305
SH
SOLE
2305
0
0
SPDR S&P 500 INDEX
EXCHANGE TRADED INDEX FUNDS
78462F103
4112
12776
SH
SOLE
12776
0
0
SPDR DOW JONES INDUSTRIAL AVERAGE
EXCHANGE TRADED INDEX FUNDS
78467X109
599
2101
SH
SOLE
2101
0
0
SPDR SERIE BLOOMBERG BARCLAYS HIGH
EXCHANGE TRADED BOND FUNDS
78468R622
268
2449
SH
SOLE
2449
0
0
SPDR NUVEEN BARCLAYS SHT TRM
EXCHANGE TRADED BOND FUNDS
78468R739
743
15135
SH
SOLE
15135
0
0
SALESFORCE COM INC
COMMON STOCK
79466L302
611
3759
SH
SOLE
3759
0
0
MATERIALS SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y100
261
4253
SH
SOLE
4253
0
0
SELECT SECTOR SPDR TR SBI HEALTHCARE
EXCHANGE TRADED SECTOR FUNDS
81369Y209
373
3661
SH
SOLE
3661
0
0
CONSUMER STAPLES SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y308
1223
19428
SH
SOLE
19428
0
0
CONSUMER DISCRETIONARY SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y407
1143
9117
SH
SOLE
9117
0
0
ENERGY SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y506
202
3360
SH
SOLE
3360
0
0
FINANCIAL SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y605
1289
41884
SH
SOLE
41884
0
0
INDUSTRIAL SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y704
606
7442
SH
SOLE
7442
0
0
SELECT SECTOR SPDR TR TECHNOLOGY
EXCHANGE TRADED SECTOR FUNDS
81369Y803
1408
15365
SH
SOLE
15365
0
0
COMMUNICATION SERVICES SELECT SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y852
1625
30294
SH
SOLE
30294
0
0
SELECT SEC REAL ESTATE
EXCHANGE TRADED SECTOR FUNDS
81369Y860
1803
46652
SH
SOLE
46652
0
0
UTILITIES SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y886
416
6445
SH
SOLE
6445
0
0
SOUTHERN CO COM
COMMON STOCK
842587107
948
14884
SH
SOLE
14884
0
0
TAKE-TWO INTERACTIVE SOFTWARCOM
COMMON STOCK
874054109
799
6525
SH
SOLE
6525
0
0
TEXAS INSTRS INC COM
COMMON STOCK
882508104
266
2072
SH
SOLE
2072
0
0
3M CO COM
COMMON STOCK
88579Y101
233
1323
SH
SOLE
1323
0
0
UNION PAC CORP COM
COMMON STOCK
907818108
214
1186
SH
SOLE
1186
0
0
UNITED PARCEL SERVICES B
COMMON STOCK
911312106
1190
10163
SH
SOLE
10163
0
0
UNITEDHEALTH GROUP INC COM
COMMON STOCK
91324P102
241
820
SH
SOLE
820
0
0
VALERO ENERGY NEW
COMMON STOCK
91913Y100
216
2309
SH
SOLE
2309
0
0
VANECK VEC HIGH YLD MUN ETF
EXCHANGE TRADED BOND FUNDS
92189H409
446
6972
SH
SOLE
6972
0
0
VANGUARD BOND INDEX FUND INCTOTAL BD MARKET
EXCHANGE TRADED BOND FUNDS
921937835
1817
21664
SH
SOLE
21664
0
0
VANGUARD SCTTSDL LNG-CP BD
EXCHANGE TRADED BOND FUNDS
92206C813
521
5145
SH
SOLE
5145
0
0
VANGUARD INDEX FDS S&P 500 ETF SHS
EXCHANGE TRADED INDEX FUNDS
922908363
6563
22189
SH
SOLE
22189
0
0
VANGUARD INDEX FDS MCAP VL IDXVIP
EXCHANGE TRADED INDEX FUNDS
922908512
1744
14637
SH
SOLE
14637
0
0
VANGUARD INDEX FDS MCAP GR IDXVIP
EXCHANGE TRADED INDEX FUNDS
922908538
3542
22311
SH
SOLE
22311
0
0
VANGUARD INDEX FDS SML CP GRW ETF
EXCHANGE TRADED INDEX FUNDS
922908595
1130
5685
SH
SOLE
5685
0
0
VANGUARD SMALL-CAP VALUE ETF
EXCHANGE TRADED INDEX FUNDS
922908611
1388
10130
SH
SOLE
10130
0
0
VANGUARD MID-CAP ETF
EXCHANGE TRADED INDEX FUNDS
922908629
2032
11405
SH
SOLE
11405
0
0
VANGUARD GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
922908736
4290
23548
SH
SOLE
23548
0
0
VANGUARD VALUE ETF
EXCHANGE TRADED INDEX FUNDS
922908744
6809
56811
SH
SOLE
56811
0
0
VANGUARD INDEX FDS SMALL CP ETF
EXCHANGE TRADED INDEX FUNDS
922908751
1098
6628
SH
SOLE
6628
0
0
VERIZON COMMUNICATIONS
COMMON STOCK
92343V104
2222
36190
SH
SOLE
36190
0
0
ZOETIS INC CL A
COMMON STOCK
98978V103
240
1813
SH
SOLE
1813
0
0