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