Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIRST UNITED BANK & TRUST (CIK 1214183) reported $307.9M across 392 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($19.1M, 6.19%), VTV ($17.4M, 5.66%), DVY ($11.4M, 3.69%), VOO ($11.1M, 3.59%), VO ($9.7M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Unit Series 1 | $19.1M | 6.19% | 33,016 | Trimmed |
| 2 | VTV | Vanguard Value ETF | $17.4M | 5.66% | 88,807 | Trimmed |
| 3 | DVY | iShares Select Dividend ETF | $11.4M | 3.69% | 75,016 | Added |
| 4 | VOO | Vanguard Index FDS S&P 500 ETF Shs | $11.1M | 3.59% | 18,510 | Trimmed |
| 5 | VO | Vanguard Mid-Cap ETF | $9.7M | 3.15% | 33,736 | Added |
| 6 | VUG | Vanguard Growth ETF | $9.7M | 3.14% | 22,153 | Trimmed |
| 7 | IEFA | iShares Tr Core MSCI Eafe ETF | $9.2M | 3.00% | 102,007 | Added |
| 8 | AAPL | Apple Inc Com | $8.6M | 2.79% | 33,869 | Trimmed |
| 9 | RSP | Invesco S&P 500 Equal Weight | $8.4M | 2.71% | 43,523 | Added |
| 10 | IEMG | iShares in Core MSCI Emerging Mkts | $7.8M | 2.52% | 111,469 | Added |
| 11 | VB | Vanguard Index FDS Small CP ETF | $6.1M | 1.98% | 23,257 | Added |
| 12 | VOE | Vanguard Index FDS McAp Vl Idxvip | $6.1M | 1.97% | 32,963 | Added |
| 13 | VOT | Vanguard Index FDS McAp GR Idxvip | $5.5M | 1.80% | 21,521 | Added |
| 14 | MSFT | Microsoft Corp Com | $5.4M | 1.76% | 14,635 | Trimmed |
| 15 | FBND | Fideltiy Total Bond ETF | $5.1M | 1.66% | 112,352 | Added |
| 16 | GOOGL | Alphabet Inc | $4.9M | 1.61% | 17,206 | Trimmed |
| 17 | JPM | J P Morgan Chase & Co | $4.6M | 1.50% | 15,734 | Trimmed |
| 18 | IVV | iShares Core S&P 500 ETF | $4.3M | 1.41% | 6,654 | Trimmed |
| 19 | HYGV | Flexshares Tr Hig Yld Vl ETF | $4.3M | 1.39% | 107,078 | Added |
| 20 | SPY | SPDR S&P 500 Index | $3.9M | 1.27% | 6,021 | Trimmed |
| 21 | SPGP | Invesco S&P 500 Garp ETF | $3.9M | 1.27% | 36,292 | Trimmed |
| 22 | NVDA | Nvidia Corp | $3.9M | 1.25% | 22,107 | Trimmed |
| 23 | ANET | Arista Networks Inc Ordinary Shares | $3.4M | 1.11% | 27,872 | Trimmed |
| 24 | IWF | iShares Russell 1000 Growth ETF | $3.1M | 1.01% | 7,265 | Trimmed |
| 25 | MCD | McDonalds Corp Com | $3.1M | 0.99% | 9,821 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31