0001104659-20-083159.txt : 20200714
0001104659-20-083159.hdr.sgml : 20200714
20200713175121
ACCESSION NUMBER: 0001104659-20-083159
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200714
DATE AS OF CHANGE: 20200713
EFFECTIVENESS DATE: 20200714
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: 201025928
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
06-30-2020
06-30-2020
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
07-13-2020
0
126
169093
INFORMATION TABLE
2
infotable.xml
AT&T INC COM
COMMON STOCK
00206R102
602
19919
SH
SOLE
19919
0
0
ABBOTT LABS COM
COMMON STOCK
002824100
1877
20528
SH
SOLE
20528
0
0
ABBVIE INC
COMMON STOCK
00287Y109
258
2631
SH
SOLE
2631
0
0
ALIBABA GROUP HLDG LTD SPONSORED ADS
COMMON STOCK
01609W102
1104
5118
SH
SOLE
5118
0
0
ALPHABET INC
COMMON STOCK
02079K107
237
168
SH
SOLE
168
0
0
ALPHABET INC
COMMON STOCK
02079K305
1885
1329
SH
SOLE
1329
0
0
AMAZON COM INC COM
COMMON STOCK
023135106
770
279
SH
SOLE
279
0
0
AMGEN INC COM
COMMON STOCK
031162100
1636
6935
SH
SOLE
6935
0
0
ANTERO RESOURCES CORP
COMMON STOCK
03674X106
52
20363
SH
SOLE
20363
0
0
APPLE INC COM
COMMON STOCK
037833100
4844
13278
SH
SOLE
13278
0
0
ARISTA NETWORKS INC COM
COMMON STOCK
040413106
829
3945
SH
SOLE
3945
0
0
AUTOMATIC DATA PROCESSING
COMMON STOCK
053015103
205
1376
SH
SOLE
1376
0
0
BAXTER INTERNATIONAL INC
COMMON STOCK
071813109
295
3422
SH
SOLE
3422
0
0
BECTON DICKINSON AND COMPANY
COMMON STOCK
075887109
1419
5931
SH
SOLE
5931
0
0
BERKSHIRE HATHAWAY B
COMMON STOCK
084670702
472
2642
SH
SOLE
2642
0
0
BLACKSTONE GROUP INC
COMMON STOCK
09260D107
1016
17940
SH
SOLE
17940
0
0
BOEING CO COM
COMMON STOCK
097023105
225
1227
SH
SOLE
1227
0
0
BRISTOL MYERS SQUIBB CO COM
COMMON STOCK
110122108
1389
23628
SH
SOLE
23628
0
0
CME GROUP INC
COMMON STOCK
12572Q105
1248
7680
SH
SOLE
7680
0
0
CSX CORP COM
COMMON STOCK
126408103
1704
24430
SH
SOLE
24430
0
0
CHEVRONTEXACO
COMMON STOCK
166764100
1606
17998
SH
SOLE
17998
0
0
CISCO SYS INC COM
COMMON STOCK
17275R102
1516
32516
SH
SOLE
32516
0
0
COCA COLA CO COM
COMMON STOCK
191216100
299
6694
SH
SOLE
6694
0
0
COMCAST CORP NEW CL A
COMMON STOCK
20030N101
200
5145
SH
SOLE
5145
0
0
COSTCO WHSL CORP NEW
COMMON STOCK
22160K105
740
2439
SH
SOLE
2439
0
0
DBX ETF TR XTRACK MSCI EURP
EXCHANGE TRADED INDEX FUNDS
233051853
219
7965
SH
SOLE
7965
0
0
DANAHER CORP DEL COM
COMMON STOCK
235851102
3705
20952
SH
SOLE
20952
0
0
DEERE & COMPANY
COMMON STOCK
244199105
471
2998
SH
SOLE
2998
0
0
DISNEY WALT CO COM DISNEY
COMMON STOCK
254687106
1337
11990
SH
SOLE
11990
0
0
DOMINION NEW RES INC VA NEW
COMMON STOCK
25746U109
1770
21807
SH
SOLE
21807
0
0
DUPONT DE NEMOURS INC
COMMON STOCK
26614N102
220
4138
SH
SOLE
4138
0
0
ECOLAB INC
COMMON STOCK
278865100
1281
6437
SH
SOLE
6437
0
0
EDWARDS LIFESCIENCES CORP
COMMON STOCK
28176E108
537
7776
SH
SOLE
7776
0
0
EXXON MOBIL CORP COM
COMMON STOCK
30231G102
976
21834
SH
SOLE
21834
0
0
FACEBOOK
COMMON STOCK
30303M102
216
951
SH
SOLE
951
0
0
FIDELTIY TOTAL BOND ETF
EXCHANGE TRADED BOND FUNDS
316188309
1319
24461
SH
SOLE
24461
0
0
FLEXSHARES STOXX US ESG IMPACT INDEX
EXCHANGE TRADED INDEX FUNDS
33939L696
2745
36704
SH
SOLE
36704
0
0
GENUINE PARTS CO
COMMON STOCK
372460105
540
6215
SH
SOLE
6215
0
0
HOME DEPOT INC COM
COMMON STOCK
437076102
684
2730
SH
SOLE
2730
0
0
HONEYWELL INTL INC COM
COMMON STOCK
438516106
2477
17130
SH
SOLE
17130
0
0
HUNTINGTON BANCSHARES INC COM
COMMON STOCK
446150104
121
13390
SH
SOLE
13390
0
0
ILLINOIS TOOL WKS INC
COMMON STOCK
452308109
1007
5760
SH
SOLE
5760
0
0
INTEL CORP COM
COMMON STOCK
458140100
2564
42863
SH
SOLE
42863
0
0
INTERNATIONAL BUSINESS MACHSCOM
COMMON STOCK
459200101
578
4786
SH
SOLE
4786
0
0
INVESCO QQQ UNIT SERIES 1
EXCHANGE TRADED INDEX FUNDS
46090E103
10699
43209
SH
SOLE
43209
0
0
INVESCO WATER RES ETF TRUST
EXCHANGE TRADED SECTOR FUNDS
46137V142
237
6530
SH
SOLE
6530
0
0
INVESCO S&P 500 EQUAL WEIGHT
EXCHANGE TRADED INDEX FUNDS
46137V357
245
2404
SH
SOLE
2404
0
0
INVESCO PREFERRED ETF
EXCHANGE TRADED BOND FUNDS
46138E511
150
10600
SH
SOLE
10600
0
0
INVESCO NATL AMT-FREE MUN BD ETF
EXCHANGE TRADED BOND FUNDS
46138E537
759
28593
SH
SOLE
28593
0
0
ISHARES SELECT DIVIDEND ETF
EXCHANGE TRADED INDEX FUNDS
464287168
4581
56752
SH
SOLE
56752
0
0
ISHARES TIPS BOND ETF
EXCHANGE TRADED BOND FUNDS
464287176
1611
13096
SH
SOLE
13096
0
0
ISHARES TRANSPORTATION AVG ETF
EXCHANGE TRADED INDEX FUNDS
464287192
502
3085
SH
SOLE
3085
0
0
ISHARES CORE S&P 500 ETF
EXCHANGE TRADED INDEX FUNDS
464287200
308
994
SH
SOLE
994
0
0
ISHARES MSCI EMERGING MARKETS ETF
EXCHANGE TRADED INDEX FUNDS
464287234
208
5200
SH
SOLE
5200
0
0
ISHARES RUSSELL MIDCAP VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287473
382
4994
SH
SOLE
4994
0
0
ISHARES RUSSELL MIDCAP GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287481
723
4575
SH
SOLE
4575
0
0
ISHARES RUSSELL MID-CAP ETF
EXCHANGE TRADED INDEX FUNDS
464287499
524
9785
SH
SOLE
9785
0
0
ISHARES RUSSELL 1000 VALUE ETF
EXCHANGE TRADED INDEX FUNDS
464287598
950
8434
SH
SOLE
8434
0
0
ISHARES RUSSELL 1000 GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287614
3246
16913
SH
SOLE
16913
0
0
ISHARES RUSSELL 2000 GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
464287648
224
1081
SH
SOLE
1081
0
0
ISHARES DOW JONES US TECHNOLOGY
EXCHANGE TRADED SECTOR FUNDS
464287721
2254
8354
SH
SOLE
8354
0
0
ISHARES DOW JONES US REAL ESTATE
EXCHANGE TRADED SECTOR FUNDS
464287739
343
4358
SH
SOLE
4358
0
0
ISHARES DOW JONES US HEALTHCARE
EXCHANGE TRADED SECTOR FUNDS
464287762
707
3277
SH
SOLE
3277
0
0
ISHARES NATIONAL MUNI BOND ETF
EXCHANGE TRADED BOND FUNDS
464288414
254
2200
SH
SOLE
2200
0
0
ISHARES GOVT/CREDIT BOND
EXCHANGE TRADED BOND FUNDS
464288596
573
4574
SH
SOLE
4574
0
0
ISHARES 1-3 YR CR BD ETF
EXCHANGE TRADED BOND FUNDS
464288646
2200
40220
SH
SOLE
40220
0
0
ISHARES TR 3 7 YR TREAS BD
EXCHANGE TRADED BOND FUNDS
464288661
219
1637
SH
SOLE
1637
0
0
ISHARES TR U.S. MED DVC ETF
EXCHANGE TRADED SECTOR FUNDS
464288810
549
2075
SH
SOLE
2075
0
0
ISHARES FLOATING RATE BOND
EXCHANGE TRADED BOND FUNDS
46429B655
460
9084
SH
SOLE
9084
0
0
ISHARES TR CORE MSCI EAFE ETF
EXCHANGE TRADED INDEX FUNDS
46432F842
2275
39817
SH
SOLE
39817
0
0
ISHARES IN CORE MSCI EMERGING MKTS
EXCHANGE TRADED INDEX FUNDS
46434G103
1202
25257
SH
SOLE
25257
0
0
J P MORGAN CHASE & CO
COMMON STOCK
46625H100
2214
23540
SH
SOLE
23540
0
0
JOHNSON & JOHNSON COM
COMMON STOCK
478160104
2724
19369
SH
SOLE
19369
0
0
LILLY ELI & CO COM
COMMON STOCK
532457108
213
1300
SH
SOLE
1300
0
0
LOWES COS INC COM
COMMON STOCK
548661107
3366
24913
SH
SOLE
24913
0
0
M & T BANK CORP
COMMON STOCK
55261F104
660
6344
SH
SOLE
6344
0
0
MASTERCARD INC
COMMON STOCK
57636Q104
1764
5966
SH
SOLE
5966
0
0
MCCORMICK INC NON-VOTING
COMMON STOCK
579780206
649
3620
SH
SOLE
3620
0
0
MCDONALDS CORP COM
COMMON STOCK
580135101
2173
11780
SH
SOLE
11780
0
0
MERCK & CO INC COM
COMMON STOCK
58933Y105
262
3384
SH
SOLE
3384
0
0
METLIFE, INC.
COMMON STOCK
59156R108
306
8393
SH
SOLE
8393
0
0
MICROSOFT CORP COM
COMMON STOCK
594918104
4013
19717
SH
SOLE
19717
0
0
MICROCHIP TECHNOLOGY INC. COM
COMMON STOCK
595017104
1829
17368
SH
SOLE
17368
0
0
NEOGENOMICS INC COM NEW
COMMON STOCK
64049M209
929
30000
SH
SOLE
30000
0
0
NEXTERA ENERGY INC
COMMON STOCK
65339F101
248
1032
SH
SOLE
1032
0
0
NUVEEN INSD TAX-FREE ADVANTAGE MUN FD COM
EXCHANGE TRADED BOND FUNDS
670657105
153
11000
SH
SOLE
11000
0
0
PNC FINL SVCS GROUP INC COM
COMMON STOCK
693475105
1728
16421
SH
SOLE
16421
0
0
PPG INDS INC COM
COMMON STOCK
693506107
1161
10950
SH
SOLE
10950
0
0
PEPSICO INC COM
COMMON STOCK
713448108
2324
17576
SH
SOLE
17576
0
0
PFIZER INC COM
COMMON STOCK
717081103
355
10845
SH
SOLE
10845
0
0
PROCTER & GAMBLE CO COM
COMMON STOCK
742718109
2043
17089
SH
SOLE
17089
0
0
ROCKWELL INTL CORP NEW AUTOMATION
COMMON STOCK
773903109
875
4108
SH
SOLE
4108
0
0
ROPER TECHNOLOGIES INC
COMMON STOCK
776696106
984
2535
SH
SOLE
2535
0
0
SPDR S&P 500 INDEX
EXCHANGE TRADED INDEX FUNDS
78462F103
3710
12031
SH
SOLE
12031
0
0
SPDR DOW JONES INDUSTRIAL AVERAGE
EXCHANGE TRADED INDEX FUNDS
78467X109
316
1226
SH
SOLE
1226
0
0
SPDR NUVEEN BARCLAYS SHT TRM
EXCHANGE TRADED BOND FUNDS
78468R739
743
14910
SH
SOLE
14910
0
0
SALESFORCE COM INC
COMMON STOCK
79466L302
916
4892
SH
SOLE
4892
0
0
MATERIALS SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y100
218
3873
SH
SOLE
3873
0
0
SELECT SECTOR SPDR TR SBI HEALTHCARE
EXCHANGE TRADED SECTOR FUNDS
81369Y209
310
3101
SH
SOLE
3101
0
0
CONSUMER STAPLES SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y308
1104
18833
SH
SOLE
18833
0
0
CONSUMER DISCRETIONARY SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y407
1173
9185
SH
SOLE
9185
0
0
FINANCIAL SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y605
484
20925
SH
SOLE
20925
0
0
INDUSTRIAL SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y704
479
6977
SH
SOLE
6977
0
0
SELECT SECTOR SPDR TR TECHNOLOGY
EXCHANGE TRADED SECTOR FUNDS
81369Y803
1620
15505
SH
SOLE
15505
0
0
COMMUNICATION SERVICES SELECT SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y852
1624
30060
SH
SOLE
30060
0
0
SELECT SEC REAL ESTATE
EXCHANGE TRADED SECTOR FUNDS
81369Y860
1609
46226
SH
SOLE
46226
0
0
UTILITIES SECTOR SPDR
EXCHANGE TRADED SECTOR FUNDS
81369Y886
436
7735
SH
SOLE
7735
0
0
SOUTHERN CO COM
COMMON STOCK
842587107
760
14664
SH
SOLE
14664
0
0
TAKE-TWO INTERACTIVE SOFTWARCOM
COMMON STOCK
874054109
1025
7345
SH
SOLE
7345
0
0
TEXAS INSTRS INC COM
COMMON STOCK
882508104
263
2072
SH
SOLE
2072
0
0
UNION PAC CORP COM
COMMON STOCK
907818108
210
1245
SH
SOLE
1245
0
0
UNITED PARCEL SERVICES B
COMMON STOCK
911312106
1038
9338
SH
SOLE
9338
0
0
UNITEDHEALTH GROUP INC COM
COMMON STOCK
91324P102
242
820
SH
SOLE
820
0
0
VANGUARD BOND INDEX FUND INCTOTAL BD MARKET
EXCHANGE TRADED BOND FUNDS
921937835
2133
24148
SH
SOLE
24148
0
0
VANGUARD SCOTTSDALE FDS INT-TERM CORP
EXCHANGE TRADED BOND FUNDS
92206C870
1145
12035
SH
SOLE
12035
0
0
VANGUARD INDEX FDS S&P 500 ETF SHS
EXCHANGE TRADED INDEX FUNDS
922908363
6904
24359
SH
SOLE
24359
0
0
VANGUARD INDEX FDS MCAP VL IDXVIP
EXCHANGE TRADED INDEX FUNDS
922908512
1993
20825
SH
SOLE
20825
0
0
VANGUARD INDEX FDS MCAP GR IDXVIP
EXCHANGE TRADED INDEX FUNDS
922908538
3779
22893
SH
SOLE
22893
0
0
VANGUARD INDEX FDS SML CP GRW ETF
EXCHANGE TRADED INDEX FUNDS
922908595
1015
5087
SH
SOLE
5087
0
0
VANGUARD SMALL-CAP VALUE ETF
EXCHANGE TRADED INDEX FUNDS
922908611
1061
9926
SH
SOLE
9926
0
0
VANGUARD MID-CAP ETF
EXCHANGE TRADED INDEX FUNDS
922908629
2198
13412
SH
SOLE
13412
0
0
VANGUARD GROWTH ETF
EXCHANGE TRADED INDEX FUNDS
922908736
4460
22071
SH
SOLE
22071
0
0
VANGUARD VALUE ETF
EXCHANGE TRADED INDEX FUNDS
922908744
6391
64177
SH
SOLE
64177
0
0
VANGUARD INDEX FDS SMALL CP ETF
EXCHANGE TRADED INDEX FUNDS
922908751
854
5859
SH
SOLE
5859
0
0
VERIZON COMMUNICATIONS
COMMON STOCK
92343V104
1984
35985
SH
SOLE
35985
0
0
ZOETIS INC CL A
COMMON STOCK
98978V103
343
2505
SH
SOLE
2505
0
0