0001765893-19-000001.txt : 20190213 0001765893-19-000001.hdr.sgml : 20190213 20190213152955 ACCESSION NUMBER: 0001765893-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190213 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190213 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: 19596753 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 12-31-2018 12-31-2018 Unified Trust Company, N.A.
2353 ALEXANDRIA DR SUITE 100 LEXINGTON KY 40504
13F HOLDINGS REPORT 028-19183 N
Marty Lautner CFO 859-422-0481 Marty Lautner Lexington KY 02-13-2019 0 0 0 false
INFORMATION TABLE 2 dec31201813f.xml 3M COMPANY Equities 88579Y101 3417 17936 SH SOLE 17936 0 0 ABBOTT LAB Equities 002824100 2713 37518 SH SOLE 37518 0 0 ABBVIE INC Equities 00287Y109 358 3893 SH SOLE 3893 0 0 AMPHENOL CORP Equities 032095101 2126 26247 SH SOLE 26247 0 0 APPLE INC Equities 037833100 2869 18192 SH SOLE 18192 0 0 BAXTER INTL Equities 071813109 3025 45960 SH SOLE 45960 0 0 BB&T CP Equities 054937107 1304 30108 SH SOLE 30108 0 0 BECTON DICKINSON & CO Equities 075887109 3412 15144 SH SOLE 15144 0 0 BOEING CO Equities 097023105 436 1353 SH SOLE 1353 0 0 CHEVRON CORP Equities 166764100 280 2576 SH SOLE 2576 0 0 CHUBB LTD Equities H1467J104 1853 14347 SH SOLE 14347 0 0 COMCAST CORPORATION Equities 20030N101 1795 52736 SH SOLE 52736 0 0 CSX CORP COM Equities 126408103 426 6869 SH SOLE 6869 0 0 DONALDSON INC Equities 257651109 2031 46815 SH SOLE 46815 0 0 ECOLAB INC Equities 278865100 3274 22221 SH SOLE 22221 0 0 ELI LILLY & CO Equities 532457108 289 2500 SH SOLE 2500 0 0 ENCOMPASS HEALTH CORPORATION Equities 29261A100 305 4945 SH SOLE 4945 0 0 EXXON MOBIL Equities 30231G102 2337 34283 SH SOLE 34283 0 0 GENERAL ELECTRIC Equities 369604103 97 12846 SH SOLE 12846 0 0 HOME DEPOT INC. Equities 437076102 1763 10263 SH SOLE 10263 0 0 HONEYWELL INTERNATIONAL INC Equities 438516106 3237 24505 SH SOLE 24505 0 0 INOVIO PHARMACEUTICALS INC Equities 45773H201 54 13716 SH SOLE 13716 0 0 INTEL Equities 458140100 237 5062 SH SOLE 5062 0 0 INVESCO S&P SMALLCAP LOW VOLATI Equities 46138G102 12093 283630 SH SOLE 283630 0 0 ISHARES CORE S&P 500 ETF Equities 464287200 2765 10991 SH SOLE 10991 0 0 ISHARES CORE S&P MID-CAP ETF Equities 464287507 1285 7743 SH SOLE 7743 0 0 ISHARES CORE S&P SMALL-CAP ETF Equities 464287804 747 10786 SH SOLE 10786 0 0 ISHARES S&P MIDCAP 400 VALUE IN Equities 464287705 1742 12598 SH SOLE 12598 0 0 ISHARES SHORT-TERM CORPORATE BO Equities 464288646 964 18682 SH SOLE 18682 0 0 JOHNSON & JOHNSON Equities 478160104 4291 33252 SH SOLE 33252 0 0 JP MORGAN CHASE Equities 46625H100 3216 32949 SH SOLE 32949 0 0 LINDE PLC Equities G5494J103 3526 22601 SH SOLE 22601 0 0 MICROSOFT Equities 594918104 2775 27328 SH SOLE 27328 0 0 NEXTERA ENERGY INC. Equities 65339F101 2701 15542 SH SOLE 15542 0 0 ORACLE CORP Equities 68389X105 2694 59672 SH SOLE 59672 0 0 PEPSI CO Equities 713448108 2816 25491 SH SOLE 25491 0 0 PROCTER & GAMBLE Equities 742718109 2455 26712 SH SOLE 26712 0 0 PROSHARES ULTRAPRO SHORT S&P 50 Equities 74347B268 616 13250 SH SOLE 13250 0 0 ROYAL DUTCH SHELL PLC ADR Equities 780259107 2705 45130 SH SOLE 45130 0 0 STARBUCKS CORP Equities 855244109 3297 51208 SH SOLE 51208 0 0 STOCK YARDS BANCORP INC. Equities 861025104 387 11805 SH SOLE 11805 0 0 STRYKER CORP Equities 863667101 2927 18673 SH SOLE 18673 0 0 T. ROWE PRICE GROUP INC Equities 74144T108 2470 26763 SH SOLE 26763 0 0 TEXAS INSTRUMENTS Equities 882508104 1595 16882 SH SOLE 16882 0 0 TJX COMPANIES Equities 872540109 2770 61916 SH SOLE 61916 0 0 UNITEDHEALTH GROUP Equities 91324P102 3967 15926 SH SOLE 15926 0 0 VANGUARD REAL ESTATE ETF Equities 922908553 767 10289 SH SOLE 10289 0 0 VG TOTL STK VPRS Equities 922908769 2163 16949 SH SOLE 16949 0 0 WALT DISNEY Equities 254687106 2185 19934 SH SOLE 19934 0 0 WELLS FARGO & CO Equities 949746101 2381 51681 SH SOLE 51681 0 0