0001104659-20-045760.txt : 20200413 0001104659-20-045760.hdr.sgml : 20200413 20200413101931 ACCESSION NUMBER: 0001104659-20-045760 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200413 DATE AS OF CHANGE: 20200413 EFFECTIVENESS DATE: 20200413 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: 20788031 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 03-31-2020 03-31-2020 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 04-10-2020 0 111 140009
INFORMATION TABLE 2 infotable.xml CHECK POINT SOFTWARE TECH LTORD COMMON STOCK M22465104 217 2159 SH SOLE 2159 0 0 AT&T INC COM COMMON STOCK 00206R102 603 20679 SH SOLE 20679 0 0 ABBOTT LABS COM COMMON STOCK 002824100 1604 20328 SH SOLE 20328 0 0 ABBVIE INC COMMON STOCK 00287Y109 200 2631 SH SOLE 2631 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS COMMON STOCK 01609W102 1017 5228 SH SOLE 5228 0 0 ALPHABET INC COMMON STOCK 02079K305 1483 1276 SH SOLE 1276 0 0 AMAZON COM INC COM COMMON STOCK 023135106 345 177 SH SOLE 177 0 0 AMGEN INC COM COMMON STOCK 031162100 1424 7025 SH SOLE 7025 0 0 APPLE INC COM COMMON STOCK 037833100 3378 13283 SH SOLE 13283 0 0 ARISTA NETWORKS INC COM COMMON STOCK 040413106 788 3890 SH SOLE 3890 0 0 BECTON DICKINSON AND COMPANY COMMON STOCK 075887109 1431 6230 SH SOLE 6230 0 0 BERKSHIRE HATHAWAY B COMMON STOCK 084670702 487 2662 SH SOLE 2662 0 0 BLACKSTONE GROUP INC COMMON STOCK 09260D107 794 17425 SH SOLE 17425 0 0 BRISTOL MYERS SQUIBB CO COM COMMON STOCK 110122108 1335 23958 SH SOLE 23958 0 0 CME GROUP INC COMMON STOCK 12572Q105 1327 7675 SH SOLE 7675 0 0 CSX CORP COM COMMON STOCK 126408103 1536 26817 SH SOLE 26817 0 0 CHEVRONTEXACO COMMON STOCK 166764100 1362 18800 SH SOLE 18800 0 0 CISCO SYS INC COM COMMON STOCK 17275R102 1252 31856 SH SOLE 31856 0 0 COCA COLA CO COM COMMON STOCK 191216100 296 6694 SH SOLE 6694 0 0 COSTCO WHSL CORP NEW COMMON STOCK 22160K105 664 2329 SH SOLE 2329 0 0 DANAHER CORP DEL COM COMMON STOCK 235851102 2895 20917 SH SOLE 20917 0 0 DISNEY WALT CO COM DISNEY COMMON STOCK 254687106 1298 13432 SH SOLE 13432 0 0 DOMINION NEW RES INC VA NEW COMMON STOCK 25746U109 1567 21702 SH SOLE 21702 0 0 ECOLAB INC COMMON STOCK 278865100 924 5930 SH SOLE 5930 0 0 EXXON MOBIL CORP COM COMMON STOCK 30231G102 949 24999 SH SOLE 24999 0 0 FACEBOOK COMMON STOCK 30303M102 216 1295 SH SOLE 1295 0 0 FIDELTIY TOTAL BOND ETF EXCHANGE TRADED BOND FUNDS 316188309 1106 21371 SH SOLE 21371 0 0 FLEXSHARES STOXX US ESG IMPACT INDEX EXCHANGE TRADED INDEX FUNDS 33939L696 660 11200 SH SOLE 11200 0 0 GENUINE PARTS CO COMMON STOCK 372460105 460 6830 SH SOLE 6830 0 0 HOME DEPOT INC COM COMMON STOCK 437076102 510 2730 SH SOLE 2730 0 0 HONEYWELL INTL INC COM COMMON STOCK 438516106 2244 16775 SH SOLE 16775 0 0 HUNTINGTON BANCSHARES INC COM COMMON STOCK 446150104 110 13390 SH SOLE 13390 0 0 ILLINOIS TOOL WKS INC COMMON STOCK 452308109 808 5683 SH SOLE 5683 0 0 INTEL CORP COM COMMON STOCK 458140100 2301 42530 SH SOLE 42530 0 0 INTERNATIONAL BUSINESS MACHSCOM COMMON STOCK 459200101 276 2490 SH SOLE 2490 0 0 INVESCO QQQ UNIT SERIES 1 EXCHANGE TRADED INDEX FUNDS 46090E103 8388 44053 SH SOLE 44053 0 0 INVESCO WATER RES ETF TRUST EXCHANGE TRADED SECTOR FUNDS 46137V142 208 6645 SH SOLE 6645 0 0 INVESCO S&P 500 EQUAL WEIGHT EXCHANGE TRADED INDEX FUNDS 46137V357 801 9535 SH SOLE 9535 0 0 INVESCO PREFERRED ETF EXCHANGE TRADED BOND FUNDS 46138E511 304 23105 SH SOLE 23105 0 0 INVESCO NATL AMT-FREE MUN BD ETF EXCHANGE TRADED BOND FUNDS 46138E537 987 38253 SH SOLE 38253 0 0 ISHARES SELECT DIVIDEND ETF EXCHANGE TRADED INDEX FUNDS 464287168 5313 72251 SH SOLE 72251 0 0 ISHARES TIPS BOND ETF EXCHANGE TRADED BOND FUNDS 464287176 1519 12880 SH SOLE 12880 0 0 ISHARES TRANSPORTATION AVG ETF EXCHANGE TRADED INDEX FUNDS 464287192 440 3180 SH SOLE 3180 0 0 ISHARES CORE S&P 500 ETF EXCHANGE TRADED INDEX FUNDS 464287200 495 1916 SH SOLE 1916 0 0 ISHARES MSCI EMERGING MARKETS ETF EXCHANGE TRADED INDEX FUNDS 464287234 269 7880 SH SOLE 7880 0 0 ISHARES RUSSELL MIDCAP VALUE ETF EXCHANGE TRADED INDEX FUNDS 464287473 407 6349 SH SOLE 6349 0 0 ISHARES RUSSELL MIDCAP GROWTH ETF EXCHANGE TRADED INDEX FUNDS 464287481 592 4865 SH SOLE 4865 0 0 ISHARES RUSSELL MID-CAP ETF EXCHANGE TRADED INDEX FUNDS 464287499 453 10487 SH SOLE 10487 0 0 ISHARES RUSSELL 1000 VALUE ETF EXCHANGE TRADED INDEX FUNDS 464287598 917 9246 SH SOLE 9246 0 0 ISHARES RUSSELL 1000 GROWTH ETF EXCHANGE TRADED INDEX FUNDS 464287614 3080 20448 SH SOLE 20448 0 0 ISHARES DOW JONES US TECHNOLOGY EXCHANGE TRADED SECTOR FUNDS 464287721 1751 8568 SH SOLE 8568 0 0 ISHARES DOW JONES US REAL ESTATE EXCHANGE TRADED SECTOR FUNDS 464287739 343 4933 SH SOLE 4933 0 0 ISHARES DOW JONES US HEALTHCARE EXCHANGE TRADED SECTOR FUNDS 464287762 643 3422 SH SOLE 3422 0 0 ISHARES NATIONAL MUNI BOND ETF EXCHANGE TRADED BOND FUNDS 464288414 249 2200 SH SOLE 2200 0 0 ISHARES GOVT/CREDIT BOND EXCHANGE TRADED BOND FUNDS 464288596 473 3899 SH SOLE 3899 0 0 ISHARES 1-3 YR CR BD ETF EXCHANGE TRADED BOND FUNDS 464288646 1591 30382 SH SOLE 30382 0 0 ISHARES TR U.S. MED DVC ETF EXCHANGE TRADED SECTOR FUNDS 464288810 496 2200 SH SOLE 2200 0 0 ISHARES FLOATING RATE BOND EXCHANGE TRADED BOND FUNDS 46429B655 789 16185 SH SOLE 16185 0 0 ISHARES TR CORE MSCI EAFE ETF EXCHANGE TRADED INDEX FUNDS 46432F842 2080 41693 SH SOLE 41693 0 0 ISHARES IN CORE MSCI EMERGING MKTS EXCHANGE TRADED INDEX FUNDS 46434G103 931 23007 SH SOLE 23007 0 0 J P MORGAN CHASE & CO COMMON STOCK 46625H100 2210 24544 SH SOLE 24544 0 0 JOHNSON & JOHNSON COM COMMON STOCK 478160104 2551 19454 SH SOLE 19454 0 0 LOWES COS INC COM COMMON STOCK 548661107 2207 25654 SH SOLE 25654 0 0 M & T BANK CORP COMMON STOCK 55261F104 658 6364 SH SOLE 6364 0 0 MASTERCARD INC COMMON STOCK 57636Q104 1423 5893 SH SOLE 5893 0 0 MCCORMICK INC NON-VOTING COMMON STOCK 579780206 513 3630 SH SOLE 3630 0 0 MCDONALDS CORP COM COMMON STOCK 580135101 1912 11563 SH SOLE 11563 0 0 MERCK & CO INC COM COMMON STOCK 58933Y105 260 3384 SH SOLE 3384 0 0 METLIFE, INC. COMMON STOCK 59156R108 331 10823 SH SOLE 10823 0 0 MICROSOFT CORP COM COMMON STOCK 594918104 2782 17638 SH SOLE 17638 0 0 MICROCHIP TECHNOLOGY INC COM COMMON STOCK 595017104 1196 17648 SH SOLE 17648 0 0 NEOGENOMICS INC COM NEW COMMON STOCK 64049M209 828 30000 SH SOLE 30000 0 0 NUVEEN INSD TAX-FREE ADVANTAGE MUN FD COM EXCHANGE TRADED BOND FUNDS 670657105 149 11000 SH SOLE 11000 0 0 PNC FINL SVCS GROUP INC COM COMMON STOCK 693475105 1313 13720 SH SOLE 13720 0 0 PEPSICO INC COM COMMON STOCK 713448108 2119 17641 SH SOLE 17641 0 0 PFIZER INC COM COMMON STOCK 717081103 381 11682 SH SOLE 11682 0 0 PROCTER & GAMBLE CO COM COMMON STOCK 742718109 1857 16880 SH SOLE 16880 0 0 PRUDENTIAL FINANCIAL INC COMMON STOCK 744320102 254 4877 SH SOLE 4877 0 0 ROPER TECHNOLOGIES INC COMMON STOCK 776696106 748 2400 SH SOLE 2400 0 0 SPDR S&P 500 INDEX EXCHANGE TRADED INDEX FUNDS 78462F103 3170 12298 SH SOLE 12298 0 0 SPDR DOW JONES INDUSTRIAL AVERAGE EXCHANGE TRADED INDEX FUNDS 78467X109 313 1426 SH SOLE 1426 0 0 SPDR NUVEEN BARCLAYS SHT TRM EXCHANGE TRADED BOND FUNDS 78468R739 716 14635 SH SOLE 14635 0 0 SALESFORCE COM INC COMMON STOCK 79466L302 712 4942 SH SOLE 4942 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE EXCHANGE TRADED SECTOR FUNDS 81369Y209 304 3431 SH SOLE 3431 0 0 CONSUMER STAPLES SECTOR SPDR EXCHANGE TRADED SECTOR FUNDS 81369Y308 1078 19798 SH SOLE 19798 0 0 CONSUMER DISCRETIONARY SECTOR SPDR EXCHANGE TRADED SECTOR FUNDS 81369Y407 1033 10530 SH SOLE 10530 0 0 FINANCIAL SECTOR SPDR EXCHANGE TRADED SECTOR FUNDS 81369Y605 585 28125 SH SOLE 28125 0 0 INDUSTRIAL SECTOR SPDR EXCHANGE TRADED SECTOR FUNDS 81369Y704 457 7742 SH SOLE 7742 0 0 SELECT SECTOR SPDR TR TECHNOLOGY EXCHANGE TRADED SECTOR FUNDS 81369Y803 1299 16160 SH SOLE 16160 0 0 COMMUNICATION SERVICES SELECT SPDR EXCHANGE TRADED SECTOR FUNDS 81369Y852 1376 31100 SH SOLE 31100 0 0 SELECT SEC REAL ESTATE EXCHANGE TRADED SECTOR FUNDS 81369Y860 1497 48296 SH SOLE 48296 0 0 UTILITIES SECTOR SPDR EXCHANGE TRADED SECTOR FUNDS 81369Y886 472 8520 SH SOLE 8520 0 0 SOUTHERN CO COM COMMON STOCK 842587107 803 14834 SH SOLE 14834 0 0 TAKE-TWO INTERACTIVE SOFTWARCOM COMMON STOCK 874054109 839 7075 SH SOLE 7075 0 0 TEXAS INSTRS INC COM COMMON STOCK 882508104 207 2072 SH SOLE 2072 0 0 UNITED PARCEL SERVICES B COMMON STOCK 911312106 910 9738 SH SOLE 9738 0 0 UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 204 820 SH SOLE 820 0 0 VANECK VEC HIGH YLD MUN ETF EXCHANGE TRADED BOND FUNDS 92189H409 278 5315 SH SOLE 5315 0 0 VANGUARD BOND INDEX FUND INCTOTAL BD MARKET EXCHANGE TRADED BOND FUNDS 921937835 1929 22596 SH SOLE 22596 0 0 VANGUARD SCTTSDL LNG-CP BD EXCHANGE TRADED BOND FUNDS 92206C813 371 3825 SH SOLE 3825 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS EXCHANGE TRADED INDEX FUNDS 922908363 5963 25181 SH SOLE 25181 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP EXCHANGE TRADED INDEX FUNDS 922908512 1557 19150 SH SOLE 19150 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP EXCHANGE TRADED INDEX FUNDS 922908538 2850 22496 SH SOLE 22496 0 0 VANGUARD INDEX FDS SML CP GRW ETF EXCHANGE TRADED INDEX FUNDS 922908595 770 5122 SH SOLE 5122 0 0 VANGUARD SMALL-CAP VALUE ETF EXCHANGE TRADED INDEX FUNDS 922908611 920 10363 SH SOLE 10363 0 0 VANGUARD MID-CAP ETF EXCHANGE TRADED INDEX FUNDS 922908629 1710 12988 SH SOLE 12988 0 0 VANGUARD GROWTH ETF EXCHANGE TRADED INDEX FUNDS 922908736 4006 25568 SH SOLE 25568 0 0 VANGUARD VALUE ETF EXCHANGE TRADED INDEX FUNDS 922908744 5690 63889 SH SOLE 63889 0 0 VANGUARD INDEX FDS SMALL CP ETF EXCHANGE TRADED INDEX FUNDS 922908751 675 5848 SH SOLE 5848 0 0 VERIZON COMMUNICATIONS COMMON STOCK 92343V104 1942 36145 SH SOLE 36145 0 0 ZOETIS INC CL A COMMON STOCK 98978V103 295 2510 SH SOLE 2510 0 0