0001765893-19-000002.txt : 20190514 0001765893-19-000002.hdr.sgml : 20190514 20190514141214 ACCESSION NUMBER: 0001765893-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190514 DATE AS OF CHANGE: 20190514 EFFECTIVENESS DATE: 20190514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Unified Trust Company, N.A. CENTRAL INDEX KEY: 0001765893 IRS NUMBER: 611256314 STATE OF INCORPORATION: KY FISCAL YEAR END: 1218 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19183 FILM NUMBER: 19822024 BUSINESS ADDRESS: STREET 1: 2353 ALEXANDRIA DR STREET 2: SUITE 100 CITY: LEXINGTON STATE: KY ZIP: 40504 BUSINESS PHONE: 859-514-6186 MAIL ADDRESS: STREET 1: 2353 ALEXANDRIA DR STREET 2: SUITE 100 CITY: LEXINGTON STATE: KY ZIP: 40504 13F-HR 1 primary_doc.xml 13F-HR LIVE false false true 0001765893 XXXXXXXX 03-31-2019 03-31-2019 Unified Trust Company, N.A.

2353 ALEXANDRIA DR SUITE 100 LEXINGTON KY 40504

13F HOLDINGS REPORT 028-19183 N Marty Lautner 859-422-0481 Marty Lautner Lexington KY 05-14-2019 0 0 0 false INFORMATION TABLE 2 13FReportOfManagedAssets.XML 3M COMPANY Equities 88579Y101 4515 21734 SH SOLE 21734 0 0 ABBOTT LAB Equities 002824100 4432 55452 SH SOLE 55452 0 0 ABBVIE INC Equities 00287Y109 319 3968 SH SOLE 3968 0 0 AMPHENOL CORP Equities 032095101 2713 28728 SH SOLE 28728 0 0 APPLE INC Equities 037833100 4620 24326 SH SOLE 24326 0 0 AUTOMATIC DATA PROC Equities 053015103 208 1306 SH SOLE 1306 0 0 BAXTER INTL Equities 071813109 3267 40189 SH SOLE 40189 0 0 BB&T CP Equities 054937107 1282 27556 SH SOLE 27556 0 0 BECTON DICKINSON & CO Equities 075887109 2779 11131 SH SOLE 11131 0 0 BOEING CO Equities 097023105 516 1353 SH SOLE 1353 0 0 CHEVRON CORP Equities 166764100 317 2576 SH SOLE 2576 0 0 CHUBB LTD Equities H1467J104 2755 19669 SH SOLE 19669 0 0 COMCAST CORPORATION Equities 20030N101 2760 69054 SH SOLE 69054 0 0 CSX CORP COM Equities 126408103 513 6869 SH SOLE 6869 0 0 DEERE CO Equities 244199105 200 1257 SH SOLE 1257 0 0 DONALDSON INC Equities 257651109 3221 64350 SH SOLE 64350 0 0 ECOLAB INC Equities 278865100 3822 21652 SH SOLE 21652 0 0 ELI LILLY & CO Equities 532457108 324 2500 SH SOLE 2500 0 0 ENCOMPASS HEALTH CORPORATION Equities 29261A100 288 4945 SH SOLE 4945 0 0 EXXON MOBIL Equities 30231G102 3807 47120 SH SOLE 47120 0 0 HOME DEPOT INC. Equities 437076102 2754 14354 SH SOLE 14354 0 0 HONEYWELL INTERNATIONAL INC Equities 438516106 4310 27126 SH SOLE 27126 0 0 INOVIO PHARMACEUTICALS INC Equities 45773H201 51 13716 SH SOLE 13716 0 0 INTEL Equities 458140100 241 4495 SH SOLE 4495 0 0 INVESCO S&P SMALLCAP LOW VOLATI Equities 46138G102 16037 341652 SH SOLE 341652 0 0 ISHARES COHEN & STEERS REALTY M Equities 464287564 209 1887 SH SOLE 1887 0 0 ISHARES CORE S&P 500 ETF Equities 464287200 3125 10985 SH SOLE 10985 0 0 ISHARES CORE S&P MID-CAP ETF Equities 464287507 1460 7711 SH SOLE 7711 0 0 ISHARES CORE S&P SMALL-CAP ETF Equities 464287804 735 9534 SH SOLE 9534 0 0 ISHARES S&P MIDCAP 400 VALUE IN Equities 464287705 1799 11466 SH SOLE 11466 0 0 JOHNSON & JOHNSON Equities 478160104 5028 35973 SH SOLE 35973 0 0 JP MORGAN CHASE Equities 46625H100 4090 40409 SH SOLE 40409 0 0 LINDE PLC Equities G5494J103 4261 24224 SH SOLE 24224 0 0 MICROSOFT Equities 594918104 4396 37280 SH SOLE 37280 0 0 NEXTERA ENERGY INC. Equities 65339F101 3027 15660 SH SOLE 15660 0 0 PEPSI CO Equities 713448108 3265 26648 SH SOLE 26648 0 0 PROCTER & GAMBLE Equities 742718109 3231 31059 SH SOLE 31059 0 0 PROSHARES ULTRAPRO SHORT S&P 50 Equities 74347B268 417 13250 SH SOLE 13250 0 0 ROYAL DUTCH SHELL PLC ADR Equities 780259107 3296 51543 SH SOLE 51543 0 0 STARBUCKS CORP Equities 855244109 3798 51091 SH SOLE 51091 0 0 STOCK YARDS BANCORP INC. Equities 861025104 350 10355 SH SOLE 10355 0 0 STRYKER CORP Equities 863667101 3146 15932 SH SOLE 15932 0 0 T. ROWE PRICE GROUP INC Equities 74144T108 2827 28241 SH SOLE 28241 0 0 TEXAS INSTRUMENTS Equities 882508104 1982 18691 SH SOLE 18691 0 0 TJX COMPANIES Equities 872540109 3624 68112 SH SOLE 68112 0 0 UNITEDHEALTH GROUP Equities 91324P102 4115 16643 SH SOLE 16643 0 0 VANGUARD REAL ESTATE ETF Equities 922908553 866 9970 SH SOLE 9970 0 0 VG TOTL STK VPRS Equities 922908769 2452 16949 SH SOLE 16949 0 0 WALT DISNEY Equities 254687106 2676 24109 SH SOLE 24109 0 0 WELLS FARGO & CO Equities 949746101 3285 67996 SH SOLE 67996 0 0