0001420506-23-000356.txt : 20230210
0001420506-23-000356.hdr.sgml : 20230210
20230210155949
ACCESSION NUMBER: 0001420506-23-000356
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230210
DATE AS OF CHANGE: 20230210
EFFECTIVENESS DATE: 20230210
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: United Bank
CENTRAL INDEX KEY: 0001697791
IRS NUMBER: 580153300
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17690
FILM NUMBER: 23611607
BUSINESS ADDRESS:
STREET 1: 420 GRIFFIN STREET
CITY: ZEBULON
STATE: GA
ZIP: 30295
BUSINESS PHONE: 770-567-7211
MAIL ADDRESS:
STREET 1: 420 GRIFFIN STREET
CITY: ZEBULON
STATE: GA
ZIP: 30295
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001697791
XXXXXXXX
12-31-2022
12-31-2022
false
United Bank
420 Griffin Street
Zebulon
GA
30295
13F HOLDINGS REPORT
028-17690
028-17690
N
Thomas L. Redding
Chief Financial Officer
770-567-2522
Thomas L. Redding, Chief Financial Officer
Zebulon
GA
02-10-2023
0
85
162953595
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR UNITED BANK (5872)
ABBOTT LABS
COM
002824100
3077853
28034
SH
SOLE
28034
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
676762
2011
SH
SOLE
2011
0
0
ALPHABET INC
CAP STK CL A
02079K305
4260627
48290
SH
SOLE
48290
0
0
AMAZON COM INC
COM
023135106
2560656
30484
SH
SOLE
30484
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
1194255
5637
SH
SOLE
5637
0
0
AMERISOURCEBERGEN CORP
COM
03073E105
824573
4976
SH
SOLE
4976
0
0
ANALOG DEVICES INC
COM
032654105
1030108
6280
SH
SOLE
6280
0
0
APPLE INC
COM
037833100
6182979
47587
SH
SOLE
47587
0
0
AT&T INC
COM
00206R102
286404
15557
SH
SOLE
15557
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1508977
4885
SH
SOLE
4885
0
0
BLACKROCK INC
COM
09247X101
912715
1288
SH
SOLE
1288
0
0
BLACKSTONE INC
COM
09260D107
772763
10416
SH
SOLE
10416
0
0
BOEING CO
COM
097023105
888445
4664
SH
SOLE
4664
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1251211
17390
SH
SOLE
17390
0
0
CDW CORP
COM
12514G108
857184
4800
SH
SOLE
4800
0
0
CHEVRON CORP NEW
COM
166764100
1271687
7085
SH
SOLE
7085
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
1094730
789
SH
SOLE
789
0
0
CISCO SYS INC
COM
17275R102
1090718
22895
SH
SOLE
22895
0
0
COCA COLA CO
COM
191216100
4195207
65952
SH
SOLE
65952
0
0
COMCAST CORP NEW
CL A
20030N101
1311270
37497
SH
SOLE
37497
0
0
COSTCO WHSL CORP NEW
COM
22160K105
2653178
5812
SH
SOLE
5812
0
0
CVS HEALTH CORP
COM
126650100
1692517
18162
SH
SOLE
18162
0
0
DEERE & CO
COM
244199105
1780212
4152
SH
SOLE
4152
0
0
DISNEY WALT CO
COM
254687106
725361
8349
SH
SOLE
8349
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1220226
11848
SH
SOLE
11848
0
0
DUPONT DE NEMOURS INC
COM
26614N102
775382
11298
SH
SOLE
11298
0
0
EXXON MOBIL CORP
COM
30231G102
1639609
14865
SH
SOLE
14865
0
0
FIRST TR MORNINGSTAR DIVID L
SHS
336917109
486358
13303
SH
SOLE
13303
0
0
FLEXSHARES TR
US QT LW VLTY
33939L654
2807903
55860
SH
SOLE
55860
0
0
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
7446933
171312
SH
SOLE
171312
0
0
FLEXSHARES TR
HIG YLD VL ETF
33939L662
10878014
272974
SH
SOLE
272974
0
0
FLEXSHARES TR
STOXX GLOBR INF
33939L795
5805367
115163
SH
SOLE
115163
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
649268
17086
SH
SOLE
17086
0
0
GENERAL DYNAMICS CORP
COM
369550108
1318457
5314
SH
SOLE
5314
0
0
GSK PLC
SPONSORED ADR
37733W204
707684
20139
SH
SOLE
20139
0
0
HOME DEPOT INC
COM
437076102
1138991
3606
SH
SOLE
3606
0
0
HONEYWELL INTL INC
COM
438516106
1606179
7495
SH
SOLE
7495
0
0
INTEL CORP
COM
458140100
681260
25776
SH
SOLE
25776
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1512484
14743
SH
SOLE
14743
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
206122
1463
SH
SOLE
1463
0
0
ISHARES TR
CORE US AGGBD ET
464287226
266916
2752
SH
SOLE
2752
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
3354975
57350
SH
SOLE
57350
0
0
ISHARES TR
CORE S&P500 ETF
464287200
337721
879
SH
SOLE
879
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3490715
14431
SH
SOLE
14431
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
2852071
30136
SH
SOLE
30136
0
0
JOHNSON & JOHNSON
COM
478160104
1821615
10312
SH
SOLE
10312
0
0
JPMORGAN CHASE & CO
COM
46625H100
3760030
28039
SH
SOLE
28039
0
0
LAUDER ESTEE COS INC
CL A
518439104
1424151
5740
SH
SOLE
5740
0
0
LILLY ELI & CO
COM
532457108
1911514
5225
SH
SOLE
5225
0
0
LOWES COS INC
COM
548661107
2024478
10161
SH
SOLE
10161
0
0
MARSH & MCLENNAN COS INC
COM
571748102
1103586
6669
SH
SOLE
6669
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
2227558
6406
SH
SOLE
6406
0
0
MCDONALDS CORP
COM
580135101
1793322
6805
SH
SOLE
6805
0
0
META PLATFORMS INC
CL A
30303M102
787264
6542
SH
SOLE
6542
0
0
MICROSOFT CORP
COM
594918104
4605743
19205
SH
SOLE
19205
0
0
MONDELEZ INTL INC
CL A
609207105
1377722
20671
SH
SOLE
20671
0
0
NEXTERA ENERGY INC
COM
65339F101
862167
10313
SH
SOLE
10313
0
0
NIKE INC
CL B
654106103
2090969
17870
SH
SOLE
17870
0
0
NORFOLK SOUTHN CORP
COM
655844108
2045286
8300
SH
SOLE
8300
0
0
NVIDIA CORPORATION
COM
67066G104
1919695
13136
SH
SOLE
13136
0
0
PALO ALTO NETWORKS INC
COM
697435105
1126088
8070
SH
SOLE
8070
0
0
PEPSICO INC
COM
713448108
333498
1846
SH
SOLE
1846
0
0
PFIZER INC
COM
717081103
2090233
40793
SH
SOLE
40793
0
0
PNC FINL SVCS GROUP INC
COM
693475105
390744
2474
SH
SOLE
2474
0
0
PROCTER AND GAMBLE CO
COM
742718109
1992711
13148
SH
SOLE
13148
0
0
PUTNAM MANAGED MUN INCOME TR
COM
746823103
90432
14400
SH
SOLE
14400
0
0
SALESFORCE INC
COM
79466L302
1374030
10363
SH
SOLE
10363
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
3657345
48416
SH
SOLE
48416
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1346164
13707
SH
SOLE
13707
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
3073521
35138
SH
SOLE
35138
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3880288
31182
SH
SOLE
31182
0
0
SENSEONICS HLDGS INC
COM
81727U105
24720
24000
SH
SOLE
24000
0
0
SMITH A O CORP
COM
831865209
236115
4125
SH
SOLE
4125
0
0
SOUTHERN CO
COM
842587107
2483711
34781
SH
SOLE
34781
0
0
SPDR GOLD TR
GOLD SHS
78463V107
409850
2416
SH
SOLE
2416
0
0
SPDR INDEX SHS FDS
GLB NAT RESRCE
78463X541
815785
14307
SH
SOLE
14307
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
294471
770
SH
SOLE
770
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
3953601
31601
SH
SOLE
31601
0
0
TJX COS INC NEW
COM
872540109
1002482
12594
SH
SOLE
12594
0
0
TRUIST FINL CORP
COM
89832Q109
3051085
70906
SH
SOLE
70906
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
4990617
60507
SH
SOLE
60507
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
3284658
23400
SH
SOLE
23400
0
0
VISA INC
COM CL A
92826C839
342596
1649
SH
SOLE
1649
0
0
WALMART INC
COM
931142103
315908
2228
SH
SOLE
2228
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
1354815
10626
SH
SOLE
10626
0
0