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