Notify me when FIRST UNITED BANK & TRUST files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 394 | $313,333,284 | +$14,843,124 | -$10,815,732 | +$4,027,392 | QQQ, VTV, VOO, VUG, AAPL | 13F-HR | 21 Jan 2026, 11:05 |
| Q3 2025 | 419 | $308,077,215 | +$9,887,814 | -$7,776,324 | +$2,111,490 | QQQ, VTV, VOO, VUG, AAPL | 13F-HR | 27 Oct 2025, 12:31 |
| Q2 2025 | 388 | $286,858,994 | +$11,124,337 | -$11,578,267 | -$453,930 | QQQ, VTV, VOO, VUG, MSFT | 13F-HR | 18 Jul 2025, 06:43 |
| Q1 2025 | 402 | $267,659,708 | +$14,363,980 | -$12,890,946 | +$1,473,034 | QQQ, VTV, VOO, AAPL, DVY | 13F-HR | 15 Apr 2025, 17:07 |
| Q4 2024 | 377 | $275,324,977 | +$8,885,901 | -$10,942,829 | -$2,056,928 | QQQ, VTV, AAPL, VUG, VOO | 13F-HR | 16 Jan 2025, 17:27 |
| Q3 2024 | 380 | $278,337,303 | +$6,680,746 | -$13,857,295 | -$7,176,549 | QQQ, VTV, VOO, AAPL, VUG | 13F-HR | 15 Oct 2024, 17:26 |
| Q2 2024 | 402 | $268,693,653 | +$7,218,894 | -$8,131,490 | -$912,596 | QQQ, VTV, AAPL, VUG, VOO | 13F-HR | 12 Aug 2024, 15:14 |
| Q1 2024 | 415 | $270,069,101 | +$26,640,595 | -$23,980,082 | +$2,660,513 | QQQ, VTV, AAPL, VOO, VUG | 13F-HR | 29 Apr 2024, 13:11 |
| Q4 2023 | 438 | $250,339,944 | +$38,556,545 | -$22,643,128 | +$15,913,417 | Invesco QQQ Unit Series 1, VTV, AAPL, VOO, VUG | 13F-HR | 07 Feb 2024, 19:19 |
| Q3 2023 | 140 | $214,966,475 | +$4,339,743 | -$5,767,121 | -$1,427,378 | QQQ, VTV, AAPL, VUG, VOO | 13F-HR | 24 Oct 2023, 12:14 |
| Q2 2023 | 145 | $225,143,038 | +$4,982,170 | -$5,979,498 | -$997,328 | QQQ, AAPL, VTV, VUG, VOO | 13F-HR | 13 Jul 2023, 11:12 |
| Q1 2023 | 144 | $213,227,996 | +$4,686,224 | -$7,298,753 | -$2,612,529 | QQQ, VTV, AAPL, DVY, VOO | 13F-HR | 18 Apr 2023, 15:27 |
| Q4 2022 | 143 | $204,882,699 | +$2,143,902 | -$10,909,722 | -$8,765,820 | VTV, QQQ, AAPL, DVY, VOO | 13F-HR | 19 Jan 2023, 15:35 |
| Q3 2022 | 144 | $198,825,000 | +$4,819,037 | -$9,691,525 | -$4,872,488 | VTV, QQQ, AAPL, DVY, VOO | 13F-HR | 25 Oct 2022, 08:37 |
| Q2 2022 | 150 | $217,554,000 | +$16,323,427 | -$14,665,216 | +$1,658,211 | VTV, QQQ, DVY, AAPL, VOO | 13F-HR | 18 Jul 2022, 12:57 |
| Q1 2022 | 162 | $254,425,000 | +$9,984,449 | -$12,023,265 | -$2,038,816 | QQQ, VTV, AAPL, VOO, DVY | 13F-HR | 20 Apr 2022, 09:32 |
| Q4 2021 | 165 | $270,780,000 | +$14,671,269 | -$8,072,328 | +$6,598,941 | QQQ, VTV, AAPL, VOO, MSFT | 13F-HR | 20 Jan 2022, 17:07 |
| Q3 2021 | 163 | $245,366,000 | +$11,644,715 | -$5,030,207 | +$6,614,508 | QQQ, VTV, AAPL, VOO, VOT | 13F-HR | 14 Oct 2021, 10:25 |
| Q2 2021 | 162 | $239,072,000 | +$8,332,771 | -$15,312,024 | -$6,979,253 | QQQ, VTV, AAPL, VOO, VOT | 13F-HR | 19 Jul 2021, 16:17 |
| Q1 2021 | 158 | $234,101,000 | +$22,473,137 | -$6,045,220 | +$16,427,917 | QQQ, VTV, AAPL, VOO, VOT | 13F-HR | 20 Apr 2021, 10:38 |
| Q4 2020 | 140 | $207,020,000 | +$18,455,175 | -$6,352,372 | +$12,102,803 | QQQ, VTV, AAPL, VOO, VOT | 13F-HR | 19 Jan 2021, 12:15 |
| Q3 2020 | 124 | $178,558,000 | +$10,921,446 | -$10,818,719 | +$102,727 | QQQ, VTV, AAPL, VOO, VUG | 13F-HR | 13 Oct 2020, 14:25 |
| Q2 2020 | 126 | $169,093,000 | +$12,323,042 | -$8,865,081 | +$3,457,961 | QQQ, VOO, VTV, AAPL, DVY | 13F-HR | 13 Jul 2020, 17:51 |
| Q1 2020 | 111 | $140,009,000 | +$8,796,154 | -$10,727,191 | -$1,931,037 | QQQ, VOO, VTV, DVY, VUG | 13F-HR | 13 Apr 2020, 10:19 |
| Q4 2019 | 130 | $173,621,000 | +$6,501,365 | -$3,624,933 | +$2,876,432 | QQQ, DVY, VTV, VOO, VUG | 13F-HR | 13 Jan 2020, 10:03 |
| Q3 2019 | 123 | $159,258,000 | +$3,580,658 | -$15,604,241 | -$12,023,583 | QQQ, DVY, VTV, VOO, SPY | 13F-HR | 11 Oct 2019, 16:17 |
| Q2 2019 | 122 | $169,251,000 | +$10,040,831 | -$7,794,004 | +$2,246,827 | QQQ, VTV, DVY, VOO, SPY | 13F-HR | 09 Jul 2019, 14:08 |
| Q1 2019 | 115 | $162,145,000 | +$9,342,137 | -$7,738,293 | +$1,603,844 | QQQ, VTV, DVY, VOO, SPY | 13F-HR | 11 Apr 2019, 12:16 |
| Q4 2018 | 117 | $142,559,000 | +$11,333,920 | -$7,798,548 | +$3,535,372 | QQQ, DVY, SPY, VOO, VTV | 13F-HR | 15 Jan 2019, 12:54 |
| Q3 2018 | 120 | $159,624,000 | +$8,288,388 | -$7,631,611 | +$656,777 | QQQ, SPY, VOO, IWF, DVY | 13F-HR | 15 Oct 2018, 11:17 |
| Q2 2018 | 112 | $150,919,000 | +$14,773,207 | -$17,851,598 | -$3,078,391 | QQQ, SPY, IWF, VOO, DVY | 13F-HR | 12 Jul 2018, 09:01 |
| Q1 2018 | 109 | $152,053,000 | +$5,093,492 | -$2,801,859 | +$2,291,633 | QQQ, VGK, SPY, IWF, VOO | 13F-HR | 18 Apr 2018, 14:40 |
| Q4 2017 | 109 | $153,226,000 | +$7,314,551 | -$11,001,958 | -$3,687,407 | QQQ, SPY, VGK, IWF, DVY | 13F-HR | 16 Jan 2018, 09:45 |
| Q3 2017 | 108 | $149,380,000 | +$9,540,275 | -$12,928,888 | -$3,388,613 | QQQ, SPY, IWF, VGK, DVY | 13F-HR | 17 Oct 2017, 10:35 |
| Q2 2017 | 108 | $147,569,000 | +$7,798,927 | -$5,639,672 | +$2,159,255 | SPY, QQQ, IWF, IWD, DVY | 13F-HR | 13 Jul 2017, 10:57 |
| Q1 2017 | 110 | $142,684,000 | +$10,604,637 | -$6,220,071 | +$4,384,566 | SPY, IWF, QQQ, IWD, DVY | 13F-HR | 18 Apr 2017, 11:42 |
| Q4 2016 | 106 | $132,590,000 | +$11,103,746 | -$4,264,801 | +$6,838,945 | SPY, IWF, IWD, QQQ, DVY | 13F-HR | 17 Jan 2017, 12:24 |
| Q3 2016 | 98 | $120,961,000 | +$5,302,055 | -$1,055,211 | +$4,246,844 | SPY, IWF, IWD, QQQ, DVY | 13F-HR | 11 Oct 2016, 14:58 |
| Q2 2016 | 92 | $115,409,000 | +$6,110,876 | -$1,920,879 | +$4,189,997 | SPY, IWF, IWD, QQQ, DVY | 13F-HR | 13 Jul 2016, 09:55 |
| Q1 2016 | 89 | $108,797,000 | +$5,621,711 | -$8,774,017 | -$3,152,306 | SPY, IWF, QQQ, IWD, DVY | 13F-HR | 11 Apr 2016, 17:29 |
| Q4 2015 | 91 | $110,664,000 | +$4,832,112 | -$3,378,969 | +$1,453,143 | SPY, IWF, QQQ, IWD, BMY | 13F-HR | 27 Jan 2016, 09:30 |
| Q3 2015 | 93 | $102,522,000 | +$5,130,667 | -$3,344,095 | +$1,786,572 | SPY, IWF, QQQ, IWD, BMY | 13F-HR | 28 Oct 2015, 09:29 |
| Q2 2015 | 92 | $109,630,000 | +$3,796,056 | -$2,753,046 | +$1,043,010 | SPY, IWF, QQQ, IWD, BMY | 13F-HR | 03 Aug 2015, 10:13 |
| Q1 2015 | 89 | $110,228,000 | +$7,238,438 | -$1,200,826 | +$6,037,612 | SPY, IWF, QQQ, IWD, BMY | 13F-HR | 24 Apr 2015, 11:16 |
| Q4 2014 | 81 | $103,877,000 | +$4,531,648 | -$2,878,299 | +$1,653,349 | SPY, IWF, QQQ, IWD, BMY | 13F-HR | 21 Jan 2015, 09:34 |
| Q3 2014 | 83 | $97,869,000 | +$4,990,692 | -$2,363,549 | +$2,627,143 | SPY, IWF, QQQ, IWD, BMY | 13F-HR | 21 Oct 2014, 09:31 |
| Q2 2014 | 83 | $95,999,000 | +$4,784,909 | -$4,374,982 | +$409,927 | SPY, IWF, QQQ, IWD, FUNC | 13F-HR | 22 Jul 2014, 10:02 |
| Q1 2014 | 83 | $92,838,000 | +$7,135,831 | -$4,879,854 | +$2,255,977 | SPY, IWF, QQQ, BMY, IWD | 13F-HR | 28 Apr 2014, 09:49 |
| Q4 2013 | 78 | $90,296,000 | $0 | $0 | $0 | SPY, IWF, QQQ, BMY, XOM | 13F-HR | 30 Jan 2014, 18:24 |