0001420506-23-001006.txt : 20230512
0001420506-23-001006.hdr.sgml : 20230512
20230512154620
ACCESSION NUMBER: 0001420506-23-001006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230512
DATE AS OF CHANGE: 20230512
EFFECTIVENESS DATE: 20230512
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: 23915292
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
03-31-2023
03-31-2023
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
05-12-2023
0
86
170702031
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR UNITED BANK (6167)
ABBOTT LABS
COM
002824100
2906770
28706
SH
SOLE
28706
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
799257
2074
SH
SOLE
2074
0
0
ALPHABET INC
CAP STK CL A
02079K305
4879252
47038
SH
SOLE
47038
0
0
AMAZON COM INC
COM
023135106
3392870
32848
SH
SOLE
32848
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
1236053
6049
SH
SOLE
6049
0
0
AMERISOURCEBERGEN CORP
COM
03073E105
825847
5158
SH
SOLE
5158
0
0
ANALOG DEVICES INC
COM
032654105
1273844
6459
SH
SOLE
6459
0
0
APPLE INC
COM
037833100
7557367
45830
SH
SOLE
45830
0
0
AT&T INC
COM
00206R102
661276
34352
SH
SOLE
34352
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1488580
4821
SH
SOLE
4821
0
0
BIOGEN INC
COM
09062X103
592482
2131
SH
SOLE
2131
0
0
BLACKROCK INC
COM
09247X101
848444
1268
SH
SOLE
1268
0
0
BLACKSTONE INC
COM
09260D107
1068134
12160
SH
SOLE
12160
0
0
BOEING CO
COM
097023105
842497
3966
SH
SOLE
3966
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1207380
17420
SH
SOLE
17420
0
0
CDW CORP
COM
12514G108
904874
4643
SH
SOLE
4643
0
0
CHEVRON CORP NEW
COM
166764100
1242463
7615
SH
SOLE
7615
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
1467421
859
SH
SOLE
859
0
0
CISCO SYS INC
COM
17275R102
1251255
23936
SH
SOLE
23936
0
0
COCA COLA CO
COM
191216100
4157127
67018
SH
SOLE
67018
0
0
COMCAST CORP NEW
CL A
20030N101
1364305
35988
SH
SOLE
35988
0
0
COSTCO WHSL CORP NEW
COM
22160K105
2943458
5924
SH
SOLE
5924
0
0
CVS HEALTH CORP
COM
126650100
1342559
18067
SH
SOLE
18067
0
0
DEERE & CO
COM
244199105
1782816
4318
SH
SOLE
4318
0
0
DISNEY WALT CO
COM
254687106
838689
8376
SH
SOLE
8376
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1127734
11690
SH
SOLE
11690
0
0
DUPONT DE NEMOURS INC
COM
26614N102
787245
10969
SH
SOLE
10969
0
0
EXXON MOBIL CORP
COM
30231G102
1672315
15250
SH
SOLE
15250
0
0
FIRST TR MORNINGSTAR DIVID L
SHS
336917109
456743
12866
SH
SOLE
12866
0
0
FLEXSHARES TR
STOXX GLOBR INF
33939L795
5762762
110929
SH
SOLE
110929
0
0
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
9008531
213018
SH
SOLE
213018
0
0
FLEXSHARES TR
US QT LW VLTY
33939L654
2975409
57912
SH
SOLE
57912
0
0
FLEXSHARES TR
HIG YLD VL ETF
33939L662
10295811
252782
SH
SOLE
252782
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
696738
17031
SH
SOLE
17031
0
0
GENERAL DYNAMICS CORP
COM
369550108
1302166
5706
SH
SOLE
5706
0
0
GSK PLC
SPONSORED ADR
37733W204
946713
26608
SH
SOLE
26608
0
0
HOME DEPOT INC
COM
437076102
1079254
3657
SH
SOLE
3657
0
0
HONEYWELL INTL INC
COM
438516106
1492074
7807
SH
SOLE
7807
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1454950
13951
SH
SOLE
13951
0
0
ISHARES TR
CORE S&P500 ETF
464287200
358873
873
SH
SOLE
873
0
0
ISHARES TR
CORE US AGGBD ET
464287226
321937
3231
SH
SOLE
3231
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
3528645
55230
SH
SOLE
55230
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3495236
13972
SH
SOLE
13972
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
2879436
29777
SH
SOLE
29777
0
0
JOHNSON & JOHNSON
COM
478160104
973555
6281
SH
SOLE
6281
0
0
JPMORGAN CHASE & CO
COM
46625H100
3685036
28279
SH
SOLE
28279
0
0
LAUDER ESTEE COS INC
CL A
518439104
1513264
6140
SH
SOLE
6140
0
0
LILLY ELI & CO
COM
532457108
1399437
4075
SH
SOLE
4075
0
0
LOWES COS INC
COM
548661107
2010898
10056
SH
SOLE
10056
0
0
MARSH & MCLENNAN COS INC
COM
571748102
1090736
6549
SH
SOLE
6549
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
2467554
6790
SH
SOLE
6790
0
0
MCDONALDS CORP
COM
580135101
1838995
6577
SH
SOLE
6577
0
0
META PLATFORMS INC
CL A
30303M102
1016676
4797
SH
SOLE
4797
0
0
MICROSOFT CORP
COM
594918104
5651257
19602
SH
SOLE
19602
0
0
MONDELEZ INTL INC
CL A
609207105
1546738
22185
SH
SOLE
22185
0
0
NEXTERA ENERGY INC
COM
65339F101
770029
9990
SH
SOLE
9990
0
0
NIKE INC
CL B
654106103
2080956
16968
SH
SOLE
16968
0
0
NORFOLK SOUTHN CORP
COM
655844108
1665896
7858
SH
SOLE
7858
0
0
NVIDIA CORPORATION
COM
67066G104
2755478
9920
SH
SOLE
9920
0
0
ORACLE CORP
COM
68389X105
816581
8788
SH
SOLE
8788
0
0
PALO ALTO NETWORKS INC
COM
697435105
1438927
7204
SH
SOLE
7204
0
0
PEPSICO INC
COM
713448108
349834
1919
SH
SOLE
1919
0
0
PFIZER INC
COM
717081103
1745914
42792
SH
SOLE
42792
0
0
PNC FINL SVCS GROUP INC
COM
693475105
314445
2474
SH
SOLE
2474
0
0
PROCTER AND GAMBLE CO
COM
742718109
2005085
13485
SH
SOLE
13485
0
0
PUTNAM MANAGED MUN INCOME TR
COM
746823103
88272
14400
SH
SOLE
14400
0
0
SALESFORCE INC
COM
79466L302
1903104
9526
SH
SOLE
9526
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
3601594
49229
SH
SOLE
49229
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1336082
13205
SH
SOLE
13205
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
3269714
39475
SH
SOLE
39475
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
4944067
32740
SH
SOLE
32740
0
0
SENSEONICS HLDGS INC
COM
81727U105
17040
24000
SH
SOLE
24000
0
0
SMITH A O CORP
COM
831865209
285244
4125
SH
SOLE
4125
0
0
SOUTHERN CO
COM
842587107
2421662
34804
SH
SOLE
34804
0
0
SPDR GOLD TR
GOLD SHS
78463V107
442660
2416
SH
SOLE
2416
0
0
SPDR INDEX SHS FDS
GLB NAT RESRCE
78463X541
772085
13524
SH
SOLE
13524
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
312365
763
SH
SOLE
763
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
3908370
31593
SH
SOLE
31593
0
0
TESLA INC
COM
88160R101
208912
1007
SH
SOLE
1007
0
0
TJX COS INC NEW
COM
872540109
956149
12202
SH
SOLE
12202
0
0
TRUIST FINL CORP
COM
89832Q109
2442310
71622
SH
SOLE
71622
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
4961723
59751
SH
SOLE
59751
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
3142417
22753
SH
SOLE
22753
0
0
VISA INC
COM CL A
92826C839
366147
1624
SH
SOLE
1624
0
0
WALMART INC
COM
931142103
343706
2331
SH
SOLE
2331
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
1323525
10244
SH
SOLE
10244
0
0