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