FIRST UNITED BANK & TRUST
Top Portfolio Positions
297 positions ·
$147,750,751 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
33,016 | $19,056,174 | 12.90% |
| AAPL |
Apple Inc.
Technology
|
33,869 | $8,595,612 | 5.82% |
| MSFT |
Microsoft Corp
Technology
|
14,635 | $5,417,437 | 3.67% |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,206 | $4,947,756 | 3.35% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,734 | $4,628,313 | 3.13% |
| SPY |
Spdr S&P 500 Etf Trust
|
6,021 | $3,915,696 | 2.65% |
| NVDA |
Nvidia Corp
Technology
|
22,107 | $3,855,460 | 2.61% |
| ANET |
Arista Networks, Inc.
Technology
|
27,872 | $3,422,123 | 2.32% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
9,821 | $3,052,267 | 2.07% |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
12,448 | $2,941,212 | 1.99% |
Holdings in SW
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,898 | 675 | Shares | Defined | 2026-04-21 | |
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