FIRST UNITED BANK & TRUST
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1214183
Institutional-grade research for retail investors
13F Reported Value
ⓘ$307.9M
Holdings
395
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
FIRST UNITED BANK & TRUST disclosed 395 positions worth $307.9M in its Form 13F-HR for Q1 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 6.2% of the equity portfolio. During the quarter the fund opened 20 new positions and exited 19. The portfolio is most concentrated in Other (54.5% of disclosed assets). All figures are sourced directly from FIRST UNITED BANK & TRUST’s Form 13F-HR filing with the SEC under CIK 1214183.
AI Fund Analysis
Stable
$QQQ6.2% weight
Held 9 quarters
Vanguard Value ETF
5.7% weight
Held 9 quarters
iShares Select Dividend ET
3.7% weight
Held 9 quarters
Vanguard Index FDS S&P 500
3.6% weight
Held 9 quarters
Vanguard Mid-Cap ETF
3.1% weight
Held 9 quarters
Fideltiy Total Bond ETF
6 quarters accumulating
$GLD6 quarters accumulating
iShares Tr Core MSCI Eafe
5 quarters accumulating
$ET5 quarters accumulating
$VZ4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$19.1M33,016 sh Vanguard Value ETF
—Quality
$17.4M88,807 shiShares Select Dividend ETF
—Quality
$11.4M75,016 shVanguard Index FDS S&P 500 ETF Shs
—Quality
$11.1M18,510 shVanguard Mid-Cap ETF
—Quality
$9.7M33,736 shVanguard Growth ETF
—Quality
$9.7M22,153 shiShares Tr Core MSCI Eafe ETF
—Quality
$9.2M102,007 sh- 76.1
Quality
$8.6M33,869 sh - —
Quality
$8.4M43,523 sh iShares in Core MSCI Emerging Mkts
—Quality
$7.8M111,469 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $19.1M | 33,016 |
| Vanguard Value ETF | — | $17.4M | 88,807 |
| iShares Select Dividend ETF | — | $11.4M | 75,016 |
| Vanguard Index FDS S&P 500 ETF Shs | — | $11.1M | 18,510 |
| Vanguard Mid-Cap ETF | — | $9.7M | 33,736 |
| Vanguard Growth ETF | — | $9.7M | 22,153 |
| iShares Tr Core MSCI Eafe ETF | — | $9.2M | 102,007 |
 Apple Inc.$AAPL | 76.1 | $8.6M | 33,869 |
 Invesco Ltd.$IVZ | — | $8.4M | 43,523 |
| iShares in Core MSCI Emerging Mkts | — | $7.8M | 111,469 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FIRST UNITED BANK & TRUST's 395 positions.
Showing top 10 of 395 holdings.
Sector Allocation
Other
$167.7M
Technology
$40.3M
Financials
$35.4M
Consumer Discretionary
$14.5M
Industrials
$11.9M
Healthcare
$10.0M
Energy
$8.5M
Utilities
$6.1M
Full Holdings — FIRST UNITED BANK & TRUST (Q1 2026)
All 395 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $19.1M | 6.2% | -6% | — |
| 2 | — | Vanguard Value ETF | $17.4M | 5.7% | -2% | — |
| 3 | — | iShares Select Dividend ETF | $11.4M | 3.7% | +15% | — |
| 4 | — | Vanguard Index FDS S&P 500 ETF Shs | $11.1M | 3.6% | -10% | — |
| 5 | — | Vanguard Mid-Cap ETF | $9.7M | 3.1% | +40% | — |
| 6 | — | Vanguard Growth ETF | $9.7M | 3.1% | -7% | — |
| 7 | — | iShares Tr Core MSCI Eafe ETF | $9.2M | 3.0% | +28% | — |
| 8 | $AAPL | Apple Inc. | $8.6M | 2.8% | -6% | 76.1 |
| 9 | $IVZ | Invesco Ltd. | $8.4M | 2.7% | +28% | — |
| 10 | — | iShares in Core MSCI Emerging Mkts | $7.8M | 2.5% | +61% | — |
| 11 | — | Vanguard Index FDS Small CP ETF | $6.1M | 2.0% | +42% | — |
| 12 | — | Vanguard Index FDS McAp Vl Idxvip | $6.1M | 2.0% | +12% | — |
| 13 | — | Vanguard Index FDS McAp GR Idxvip | $5.5M | 1.8% | +16% | — |
| 14 |  $MSFT | MICROSOFT CORP | $5.4M | 1.8% | -5% | 83.7 |
| 15 | — | Fideltiy Total Bond ETF | $5.1M | 1.7% | +4% | — |
| 16 |  $GOOG | Alphabet Inc. | $4.9M | 1.6% | -24% | 80.2 |
| 17 |  $JPM | JPMORGAN CHASE & CO | $4.6M | 1.5% | -9% | 35.6 |
| 18 | — | iShares Core S&P 500 ETF | $4.3M | 1.4% | -1% | — |
| 19 | — | Flexshares Tr Hig Yld Vl ETF | $4.3M | 1.4% | +2% | — |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $3.9M | 1.3% | -4% | — |
| 21 | $IVZ | Invesco Ltd. | $3.9M | 1.3% | -15% | — |
| 22 |  $NVDA | NVIDIA CORP | $3.9M | 1.3% | -23% | 90.2 |
| 23 |  $ANET | Arista Networks, Inc. | $3.4M | 1.1% | -29% | 86 |
| 24 | — | iShares Russell 1000 Growth ETF | $3.1M | 1.0% | -5% | — |
| 25 |  $MCD | MCDONALDS CORP | $3.1M | 1.0% | -2% | 73.9 |
| 26 |  $LOW | LOWES COMPANIES INC | $2.9M | 1.0% | -8% | 63.5 |
| 27 | — | Flexshares Stoxx US ESG Impact Index | $2.9M | 0.9% | -28% | — |
| 28 | — | iShares Russell Mid-Cap ETF | $2.8M | 0.9% | -1% | — |
| 29 | — | Vanguard Small-Cap Value ETF | $2.8M | 0.9% | +18% | — |
| 30 | — | iShares Dow Jones US Technology | $2.6M | 0.9% | -8% | — |
| 31 |  $CVX | CHEVRON CORP | $2.6M | 0.8% | +0% | 54.7 |
| 32 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.5M | 0.8% | +0% | 70.9 |
| 33 |  $AMZN | AMAZON COM INC | $2.4M | 0.8% | -3% | 74.6 |
| 34 |  $HON | HONEYWELL INTERNATIONAL INC | $2.4M | 0.8% | -3% | 65.7 |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.3M | 0.8% | -6% | 67 |
| 36 |  $PG | PROCTER & GAMBLE Co | $2.3M | 0.7% | -5% | 72.9 |
| 37 | $GLD | SPDR GOLD TRUST | $2.3M | 0.7% | +21% | — |
| 38 |  $SO | SOUTHERN CO | $2.3M | 0.7% | -2% | 65.1 |
| 39 |  $CSX | CSX CORP | $2.1M | 0.7% | +1% | 66.4 |
| 40 | — | iShares 0-5 Year TIPS Bond ETF | $2.1M | 0.7% | +222% | — |
| 41 |  $AMGN | AMGEN INC | $2.1M | 0.7% | -1% | 79.5 |
| 42 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.7% | -2% | 72.3 |
| 43 |  $VLO | VALERO ENERGY CORP/TX | $2.1M | 0.7% | -0% | 51.4 |
| 44 |  $XOM | EXXON MOBIL CORP | $1.9M | 0.6% | +10% | 61.8 |
| 45 |  $MA | Mastercard Inc | $1.9M | 0.6% | -8% | 81.7 |
| 46 |  $DHR | DANAHER CORP /DE/ | $1.8M | 0.6% | -8% | 63.9 |
| 47 |  $MTB | M&T BANK CORP | $1.8M | 0.6% | +2% | 64.1 |
| 48 | — | Vanguard Bond Index Fund Inctotal Bd Market | $1.6M | 0.5% | -10% | — |
| 49 | — | PGIM Ultra-Short Bond ETF | $1.6M | 0.5% | -5% | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.5% | -5% | 72.8 |
| 51 |  $ISRG | INTUITIVE SURGICAL INC | $1.6M | 0.5% | -8% | 81.4 |
| 52 | $VZ | VERIZON COMMUNICATIONS INC | $1.6M | 0.5% | +12% | 71.6 |
| 53 |  $ITW | ILLINOIS TOOL WORKS INC | $1.5M | 0.5% | +0% | 71.2 |
| 54 |  $CME | CME GROUP INC. | $1.5M | 0.5% | -4% | 74.5 |
| 55 |  $PEP | PEPSICO INC | $1.5M | 0.5% | -4% | 62.7 |
| 56 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.5% | -11% | 67 |
| 57 |  $WMT | Walmart Inc. | $1.4M | 0.4% | -3% | 63.2 |
| 58 |  $PWR | QUANTA SERVICES, INC. | $1.4M | 0.4% | -4% | 62.6 |
| 59 |  $BX | Blackstone Inc. | $1.2M | 0.4% | -21% | 68 |
| 60 | — | Putnam Focused Large Cap Value ETF | $1.2M | 0.4% | NEW | — |
| 61 | — | Vanguard Index FDS Sml CP Grw ETF | $1.2M | 0.4% | +12% | — |
| 62 |  $ECL | ECOLAB INC. | $1.1M | 0.4% | -2% | 64.3 |
| 63 | — | iShares TIPS Bond ETF | $1.1M | 0.3% | +51% | — |
| 64 |  $GEV | GE Vernova Inc. | $1.1M | 0.3% | -0% | 70.1 |
| 65 | — | PGIM Municipal Income Opportunities ETF | $1.0M | 0.3% | +70% | — |
| 66 |  $FTNT | Fortinet, Inc. | $1.0M | 0.3% | -14% | 78.1 |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.0M | 0.3% | -0% | 64.5 |
| 68 |  $MCK | MCKESSON CORP | $975,261 | 0.3% | +5% | 63.7 |
| 69 | $IVZ | Invesco Ltd. | $940,126 | 0.3% | -17% | — |
| 70 |  $WEC | WEC ENERGY GROUP, INC. | $931,370 | 0.3% | +4% | 67 |
| 71 |  $GOOGL | Alphabet Inc. | $904,470 | 0.3% | -2% | 80.2 |
| 72 |  $TSLA | Tesla, Inc. | $873,241 | 0.3% | +6% | 50.1 |
| 73 | — | Vaneck Vec High Yld Mun ETF | $859,700 | 0.3% | -15% | — |
| 74 |  $HD | HOME DEPOT, INC. | $857,746 | 0.3% | +0% | 69.2 |
| 75 | — | iShares Russell 1000 Value ETF | $826,262 | 0.3% | +0% | — |
| 76 |  $LLY | ELI LILLY & Co | $815,836 | 0.3% | -1% | 89.3 |
| 77 |  $NEE | NEXTERA ENERGY INC | $797,839 | 0.3% | -3% | 71.7 |
| 78 |  $CVS | CVS HEALTH Corp | $792,318 | 0.3% | -2% | 51.3 |
| 79 | $ET | Energy Transfer LP | $784,255 | 0.3% | +2% | 64.5 |
| 80 | — | iShares Russell Midcap Growth ETF | $774,870 | 0.3% | -0% | — |
| 81 | — | Select Sector SPDR Tr Technology | $760,188 | 0.3% | -44% | — |
| 82 |  $ERIE | ERIE INDEMNITY CO | $753,930 | 0.2% | +0% | 74.6 |
| 83 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $743,642 | 0.2% | +3% | 60.5 |
| 84 |  $MCHP | MICROCHIP TECHNOLOGY INC | $735,585 | 0.2% | +0% | 40 |
| 85 |  $PKG | PACKAGING CORP OF AMERICA | $718,152 | 0.2% | +0% | 70 |
| 86 |  $AMD | ADVANCED MICRO DEVICES INC | $717,904 | 0.2% | -9% | 78.8 |
| 87 | — | iShares Floating Rate Bond | $686,042 | 0.2% | -33% | — |
| 88 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $683,055 | 0.2% | -1% | 66.7 |
| 89 |  $META | Meta Platforms, Inc. | $676,830 | 0.2% | +1% | 80.9 |
| 90 |  $RSG | REPUBLIC SERVICES, INC. | $664,726 | 0.2% | -20% | 72 |
| 91 |  $CAT | CATERPILLAR INC | $653,909 | 0.2% | -1% | 67.8 |
| 92 | — | Vanguard Scottsdale FDS Int-Term Corp | $653,808 | 0.2% | +18% | — |
| 93 |  $EOG | EOG RESOURCES INC | $635,819 | 0.2% | -15% | 71.1 |
| 94 |  $CBRE | CBRE GROUP, INC. | $630,431 | 0.2% | -10% | 62.9 |
| 95 |  $GL | GLOBE LIFE INC. | $606,085 | 0.2% | +2% | 66.6 |
| 96 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $599,451 | 0.2% | +7% | 57.5 |
| 97 | — | Fidelity Covington Trust Blue Chip Growth Etf | $560,141 | 0.2% | +217% | — |
| 98 |  $TFC | TRUIST FINANCIAL CORP | $544,422 | 0.2% | -8% | — |
| 99 | — | iShares 1-3 Yr Cr Bd ETF | $514,089 | 0.2% | +29% | — |
| 100 | — | Vanguard Europe Pacific ETF | $507,193 | 0.2% | -1% | — |
| 101 |  $EQIX | EQUINIX INC | $495,021 | 0.2% | -32% | 61.4 |
| 102 | — | Communication Services Select SPDR | $494,436 | 0.2% | -22% | — |
| 103 |  $KLAC | KLA CORP | $477,061 | 0.1% | -1% | 84.4 |
| 104 |  $ABBV | AbbVie Inc. | $468,691 | 0.1% | -1% | 59.3 |
| 105 |  $TJX | TJX COMPANIES INC /DE/ | $447,799 | 0.1% | +255% | 70.7 |
| 106 | — | iShares Russell Midcap Value ETF | $434,451 | 0.1% | -4% | — |
| 107 | — | Vanguard ESG Intl ETF | $433,752 | 0.1% | +39% | — |
| 108 |  $DIS | Walt Disney Co | $429,470 | 0.1% | -5% | 68.9 |
| 109 |  $SHOP | SHOPIFY INC. | $426,439 | 0.1% | -39% | — |
| 110 | — | iShares Tr 3 7 Yr Treas Bd | $417,946 | 0.1% | +1% | — |
| 111 |  $DE | DEERE & CO | $388,114 | 0.1% | -1% | 57.4 |
| 112 |  $NUE | NUCOR CORP | $379,630 | 0.1% | +5% | 58.9 |
| 113 | — | iShares Dow Jones US Healthcare | $359,053 | 0.1% | -3% | — |
| 114 |  $AVGO | Broadcom Inc. | $357,794 | 0.1% | -0% | 86.4 |
| 115 |  $NFLX | NETFLIX INC | $349,987 | 0.1% | +4450% | 86.7 |
| 116 | — | DBX ETF Tr Xtrack MSCI Eurp | $341,040 | 0.1% | +0% | — |
| 117 | — | Consumer Discretionary Sector SPDR | $335,114 | 0.1% | -4% | — |
| 118 |  $KO | COCA COLA CO | $332,415 | 0.1% | -1% | 74 |
| 119 |  $MRK | Merck & Co., Inc. | $330,076 | 0.1% | +0% | 70.9 |
| 120 |  $DHI | HORTON D R INC /DE/ | $327,956 | 0.1% | +0% | 54.6 |
| 121 | — | Financial Sector SPDR | $317,943 | 0.1% | -5% | — |
| 122 | — | Utilities Sector SPDR | $305,352 | 0.1% | -15% | — |
| 123 |  $DUK | Duke Energy CORP | $304,697 | 0.1% | +0% | 64 |
| 124 |  $GPC | GENUINE PARTS CO | $296,523 | 0.1% | -36% | 54.2 |
| 125 |  $WM | WASTE MANAGEMENT INC | $295,510 | 0.1% | -4% | 70.7 |
| 126 |  $MO | ALTRIA GROUP, INC. | $292,006 | 0.1% | +0% | 72.1 |
| 127 |  $BAC | BANK OF AMERICA CORP /DE/ | $275,145 | 0.1% | -0% | 68.4 |
| 128 |  $PM | Philip Morris International Inc. | $273,473 | 0.1% | +0% | 80.5 |
| 129 |  $BMY | BRISTOL MYERS SQUIBB CO | $273,410 | 0.1% | -5% | 70.1 |
| 130 |  $ORCL | ORACLE CORP | $269,653 | 0.1% | -54% | 67.2 |
| 131 |  $RJF | RAYMOND JAMES FINANCIAL INC | $256,278 | 0.1% | -17% | 63.8 |
| 132 |  $D | DOMINION ENERGY, INC | $254,266 | 0.1% | -1% | 74.9 |
| 133 | — | Federated Hermes Total Retun Bond ETF | $253,537 | 0.1% | NEW | — |
| 134 |  $ETN | Eaton Corp plc | $251,442 | 0.1% | +0% | — |
| 135 |  $LMT | LOCKHEED MARTIN CORP | $250,822 | 0.1% | +0% | 65 |
| 136 | — | iShares Transportation Avg ETF | $236,333 | 0.1% | -30% | — |
| 137 | — | Industrial Sector SPDR | $235,479 | 0.1% | -17% | — |
| 138 | — | SPDR Dow Jones Industrial Average | $225,110 | 0.1% | -2% | — |
| 139 | — | First Tr Global Tactical CM | $224,656 | 0.1% | +124% | — |
| 140 |  $FEIM | FREQUENCY ELECTRONICS INC | $221,300 | 0.1% | +0% | 47 |
| 141 |  $T | AT&T INC. | $218,875 | 0.1% | -3% | 71.9 |
| 142 |  $ETHA | iShares Ethereum Trust ETF | $218,691 | 0.1% | +88% | — |
| 143 | — | Vanguard Intl Equity Index Fftse Europe ETF | $209,784 | 0.1% | -58% | — |
| 144 |  $QCOM | QUALCOMM INC/DE | $208,624 | 0.1% | +0% | 81.9 |
| 145 | $IVZ | Invesco Ltd. | $205,924 | 0.1% | -28% | — |
| 146 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $204,859 | 0.1% | +0% | 69.4 |
| 147 |  $RTX | RTX Corp | $202,545 | 0.1% | -9% | 70 |
| 148 |  $ADP | AUTOMATIC DATA PROCESSING INC | $193,021 | 0.1% | -5% | 77.9 |
| 149 |  $PANW | Palo Alto Networks Inc | $172,023 | 0.1% | -81% | 66.5 |
| 150 |  $NEO | NEOGENOMICS INC | $170,660 | 0.1% | +0% | 34.6 |
| 151 |  $IAU | ISHARES GOLD TRUST | $167,680 | 0.1% | +0% | — |
| 152 |  $CEG | Constellation Energy Corp | $166,992 | 0.1% | +0% | 62.5 |
| 153 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $166,806 | 0.1% | +0% | 65.9 |
| 154 |  $MPC | Marathon Petroleum Corp | $163,112 | 0.1% | +0% | 50.7 |
| 155 | — | iShares Russell 2000 Growth ETF | $160,043 | 0.1% | -0% | — |
| 156 |  $WELL | WELLTOWER INC. | $158,169 | 0.1% | +0% | 75.7 |
| 157 |  $PLTR | Palantir Technologies Inc. | $157,982 | 0.1% | +41% | 85.8 |
| 158 |  $ROP | ROPER TECHNOLOGIES INC | $156,760 | 0.1% | -80% | 72.2 |
| 159 |  $UNH | UNITEDHEALTH GROUP INC | $155,319 | 0.1% | -2% | 66.8 |
| 160 |  $UNP | UNION PACIFIC CORP | $154,549 | 0.1% | -24% | 74 |
| 161 |  $LRCX | LAM RESEARCH CORP | $153,835 | 0.1% | -3% | 82.4 |
| 162 | $IVZ | Invesco Ltd. | $151,103 | 0.1% | -11% | — |
| 163 | — | iShares Tr Core S&P McP ETF | $149,579 | 0.1% | +0% | — |
| 164 |  $BDX | BECTON DICKINSON & CO | $146,224 | 0.1% | -25% | 50.7 |
| 165 |  $CRM | Salesforce, Inc. | $141,309 | 0.1% | -79% | 75.2 |
| 166 |  $BHRB | Burke & Herbert Financial Services Corp. | $140,838 | 0.1% | +0% | — |
| 167 |  $NSC | NORFOLK SOUTHERN CORP | $139,195 | 0.1% | +0% | 70.8 |
| 168 | — | iShares MSCI Emerging Markets ETF | $138,000 | 0.0% | +1% | — |
| 169 | — | iShares ESG S&P Mid-Cap ETF | $136,110 | 0.0% | -1% | — |
| 170 |  $WFC | WELLS FARGO & COMPANY/MN | $131,755 | 0.0% | -1% | — |
| 171 |  $PFE | PFIZER INC | $130,010 | 0.0% | +0% | 69 |
| 172 |  $CCZ | COMCAST CORP | $127,730 | 0.0% | -16% | 70.4 |
| 173 |  $FETH | Fidelity Ethereum Fund | $125,698 | 0.0% | +0% | — |
| 174 |  $GE | GENERAL ELECTRIC CO | $124,008 | 0.0% | +0% | 74.8 |
| 175 | — | Energy Sector SPDR | $123,133 | 0.0% | +67% | — |
| 176 |  $PCAR | PACCAR INC | $121,968 | 0.0% | +0% | 56.5 |
| 177 |  $TT | Trane Technologies plc | $121,688 | 0.0% | -2% | — |
| 178 |  $EXC | EXELON CORP | $116,275 | 0.0% | +0% | 63.9 |
| 179 |  $PPL | PPL Corp | $116,243 | 0.0% | +0% | 70.3 |
| 180 |  $ALL | ALLSTATE CORP | $111,964 | 0.0% | +0% | 76.6 |
| 181 | — | Consumer Staples Sector SPDR | $110,427 | 0.0% | -9% | — |
| 182 | $IVZ | Invesco Ltd. | $108,224 | 0.0% | +3% | — |
| 183 |  $DRI | DARDEN RESTAURANTS INC | $106,842 | 0.0% | +0% | 68.6 |
| 184 |  $CAH | CARDINAL HEALTH INC | $106,078 | 0.0% | +0% | 58.6 |
| 185 |  $TRV | TRAVELERS COMPANIES, INC. | $104,713 | 0.0% | +0% | 71.5 |
| 186 |  $TXN | TEXAS INSTRUMENTS INC | $102,894 | 0.0% | +0% | 70.4 |
| 187 |  $WDC | WESTERN DIGITAL CORP | $102,786 | 0.0% | NEW | 76.8 |
| 188 | — | Xtrackers MSCI Japan Hedged Equity ETF | $101,021 | 0.0% | +0% | — |
| 189 |  $ROST | ROSS STORES, INC. | $100,733 | 0.0% | +0% | 71.5 |
| 190 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $99,358 | 0.0% | +0% | 75.4 |
| 191 |  $IBIT | iShares Bitcoin Trust ETF | $98,509 | 0.0% | -42% | — |
| 192 | — | iShares Tr JP Mor Em Mk ETF | $95,433 | 0.0% | +34% | — |
| 193 |  $MDLZ | Mondelez International, Inc. | $94,818 | 0.0% | +0% | 53.9 |
| 194 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $94,475 | 0.0% | +0% | 63.2 |
| 195 |  $MS | MORGAN STANLEY | $93,476 | 0.0% | +0% | — |
| 196 |  $YUM | YUM BRANDS INC | $91,889 | 0.0% | +0% | 71.7 |
| 197 | — | iShares Russell 2000 ETF | $90,520 | 0.0% | +0% | — |
| 198 |  $GME | GameStop Corp. | $89,856 | 0.0% | +0% | 60.6 |
| 199 |  $MU | MICRON TECHNOLOGY INC | $87,838 | 0.0% | NEW | 88.4 |
| 200 |  $BLK | BlackRock, Inc. | $86,554 | 0.0% | +0% | 70.3 |
| 201 | — | iShares Russell 2000 Value ETF | $85,316 | 0.0% | +0% | — |
| 202 |  $STT | STATE STREET CORP | $83,171 | 0.0% | -22% | 61.5 |
| 203 |  $COP | CONOCOPHILLIPS | $81,840 | 0.0% | +0% | 74.8 |
| 204 |  $BKNG | Booking Holdings Inc. | $79,996 | 0.0% | +0% | 55.3 |
| 205 | — | iShares S&P Smallcap 600/Barra Growth Index FD | $79,591 | 0.0% | +0% | — |
| 206 | — | Global X FDS US Infr Dev ETF | $79,518 | 0.0% | +0% | — |
| 207 |  $CHCO | CITY HOLDING CO | $79,481 | 0.0% | +0% | 33.7 |
| 208 |  $TGB | Trekor Metals Ltd | $78,690 | 0.0% | NEW | — |
| 209 |  $AMAT | APPLIED MATERIALS INC /DE | $77,245 | 0.0% | +0% | 74.8 |
| 210 |  $STX | Seagate Technology Holdings plc | $74,434 | 0.0% | NEW | — |
| 211 | — | Select Sector SPDR Tr SBI Healthcare | $70,519 | 0.0% | +33% | — |
| 212 |  $V | VISA INC. | $65,586 | 0.0% | -4% | 83.5 |
| 213 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $65,000 | 0.0% | -33% | 66.3 |
| 214 |  $CL | COLGATE PALMOLIVE CO | $64,349 | 0.0% | +0% | 72.4 |
| 215 |  $APD | Air Products & Chemicals, Inc. | $63,908 | 0.0% | +0% | 41.2 |
| 216 |  $ARLP | ALLIANCE RESOURCE PARTNERS LP | $63,595 | 0.0% | +0% | 54.2 |
| 217 |  $EMR | EMERSON ELECTRIC CO | $61,186 | 0.0% | +0% | 65.9 |
| 218 |  $ULTA | Ulta Beauty, Inc. | $60,112 | 0.0% | +0% | 66.6 |
| 219 |  $AMX | AMERICA MOVIL SAB DE CV/ | $59,878 | 0.0% | +0% | — |
| 220 |  $ADI | ANALOG DEVICES INC | $59,810 | 0.0% | +0% | 76.2 |
| 221 | — | iShares Dow Jones US Real Estate | $59,005 | 0.0% | -19% | — |
| 222 |  $FE | FIRSTENERGY CORP | $58,867 | 0.0% | +0% | 61.6 |
| 223 |  $SLV | iShares Silver Trust | $57,579 | 0.0% | +0% | — |
| 224 | — | Baron Global Durable Advantage ETF | $55,575 | 0.0% | NEW | — |
| 225 |  $EQT | EQT Corp | $54,858 | 0.0% | +0% | 83.3 |
| 226 |  $UL | UNILEVER PLC | $54,349 | 0.0% | +0% | — |
| 227 |  $SNDK | Sandisk Corp | $54,004 | 0.0% | NEW | 88.8 |
| 228 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $53,577 | 0.0% | +0% | 63.7 |
| 229 |  $MSI | Motorola Solutions, Inc. | $53,378 | 0.0% | +0% | 73.8 |
| 230 |  $DD | DuPont de Nemours, Inc. | $50,380 | 0.0% | +21% | 31.1 |
| 231 |  $PH | Parker-Hannifin Corp | $50,133 | 0.0% | +0% | 73.8 |
| 232 |  $TGT | TARGET CORP | $48,480 | 0.0% | -27% | 53.1 |
| 233 |  $AON | Aon plc | $48,417 | 0.0% | +0% | — |
| 234 |  $ACNB | ACNB CORP | $47,391 | 0.0% | NEW | 54.2 |
| 235 | $IVZ | Invesco Ltd. | $47,252 | 0.0% | +32% | — |
| 236 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $45,978 | 0.0% | +0% | 69.5 |
| 237 |  $CB | Chubb Ltd | $45,304 | 0.0% | +0% | — |
| 238 | — | Alerian Mlp Alps Etf | $43,902 | 0.0% | +0% | — |
| 239 |  $AFL | AFLAC INC | $43,884 | 0.0% | +0% | 60.3 |
| 240 |  $PFH | PRUDENTIAL FINANCIAL INC | $42,984 | 0.0% | -17% | 58.6 |
| 241 |  $GS | GOLDMAN SACHS GROUP INC | $42,300 | 0.0% | +0% | — |
| 242 |  $CARR | CARRIER GLOBAL Corp | $42,233 | 0.0% | +0% | 61.5 |
| 243 |  $MMM | 3M CO | $42,117 | 0.0% | -5% | 60.7 |
| 244 |  $NOW | ServiceNow, Inc. | $41,820 | 0.0% | -91% | 76 |
| 245 | — | DFA US Small Cap ETF | $41,611 | 0.0% | +0% | — |
| 246 |  $UPS | UNITED PARCEL SERVICE INC | $41,320 | 0.0% | +0% | 58.2 |
| 247 |  $VNT | Vontier Corp | $40,436 | 0.0% | -24% | 60.5 |
| 248 |  $PNW | PINNACLE WEST CAPITAL CORP | $40,300 | 0.0% | +0% | 55.5 |
| 249 | — | Bitmine Immersion Technologies Inc Ordinary Shares | $39,560 | 0.0% | +0% | — |
| 250 | — | iShares Govt/Credit Bond | $39,064 | 0.0% | -24% | — |
| 251 |  $HAL | HALLIBURTON CO | $38,990 | 0.0% | +0% | 50.9 |
| 252 |  $NNN | NNN REIT, INC. | $37,827 | 0.0% | +0% | 67.9 |
| 253 | — | SPDR Nuveen Barclays Sht Trm | $37,068 | 0.0% | +0% | — |
| 254 |  $DLR | DIGITAL REALTY TRUST, INC. | $36,943 | 0.0% | -7% | 70.2 |
| 255 |  $WULF | TERAWULF INC. | $36,652 | 0.0% | NEW | 25.2 |
| 256 | — | Sprott Copper Miners Etf | $35,720 | 0.0% | NEW | — |
| 257 | — | Materials Sector SPDR | $35,479 | 0.0% | -3% | — |
| 258 |  $INTC | INTEL CORP | $35,304 | 0.0% | +0% | 41.5 |
| 259 |  $KEY | KEYCORP /NEW/ | $35,088 | 0.0% | +0% | 70.4 |
| 260 |  $IDXX | IDEXX LABORATORIES INC /DE | $34,837 | 0.0% | +0% | 73.6 |
| 261 | — | iShares MSCI Eafe ETF | $34,773 | 0.0% | +0% | — |
| 262 |  $ROK | ROCKWELL AUTOMATION, INC | $34,452 | 0.0% | +0% | 68.2 |
| 263 | — | Vanguard High Dividend Yield ETF | $34,063 | 0.0% | +0% | — |
| 264 |  $MSCI | MSCI Inc. | $33,958 | 0.0% | -7% | 77.6 |
| 265 |  $AN | AUTONATION, INC. | $33,194 | 0.0% | +0% | 51 |
| 266 |  $KMB | KIMBERLY CLARK CORP | $32,896 | 0.0% | -6% | 61.7 |
| 267 |  $DHT | DHT Holdings, Inc. | $32,886 | 0.0% | +0% | — |
| 268 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $32,088 | 0.0% | +0% | 71.5 |
| 269 |  $GEHC | GE HealthCare Technologies Inc. | $31,319 | 0.0% | +0% | 58.2 |
| 270 |  $WAT | WATERS CORP /DE/ | $30,971 | 0.0% | NEW | 69.9 |
| 271 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $30,456 | 0.0% | +0% | — |
| 272 |  $TAP | MOLSON COORS BEVERAGE CO | $30,142 | 0.0% | +0% | 42.2 |
| 273 |  $PSX | Phillips 66 | $30,060 | 0.0% | +0% | 47.6 |
| 274 |  $MET | METLIFE INC | $28,288 | 0.0% | -42% | 73.9 |
| 275 |  $WPC | W. P. Carey Inc. | $28,203 | 0.0% | +0% | 62.1 |
| 276 |  $BP | BP PLC | $28,200 | 0.0% | +0% | — |
| 277 |  $COF | CAPITAL ONE FINANCIAL CORP | $27,729 | 0.0% | +0% | 71 |
| 278 |  $SW | Smurfit Westrock plc | $26,899 | 0.0% | +0% | — |
| 279 |  $NVS | NOVARTIS AG | $26,731 | 0.0% | +0% | — |
| 280 |  $USB | US BANCORP DE | $26,005 | 0.0% | +0% | 71.4 |
| 281 |  $CF | CF Industries Holdings, Inc. | $25,968 | 0.0% | +0% | 76.8 |
| 282 |  $CTAS | CINTAS CORP | $25,371 | 0.0% | NEW | 76.3 |
| 283 |  $SYY | SYSCO CORP | $24,966 | 0.0% | +0% | 58.4 |
| 284 |  $KKR | KKR & Co. Inc. | $24,698 | 0.0% | -11% | 49.8 |
| 285 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $24,424 | 0.0% | +0% | 63.7 |
| 286 |  $NU | Nu Holdings Ltd. | $24,332 | 0.0% | +0% | — |
| 287 |  $CMI | CUMMINS INC | $24,211 | 0.0% | -25% | 58.9 |
| 288 |  $PII | Polaris Inc. | $23,163 | 0.0% | +0% | 34.3 |
| 289 |  $SHEL | Shell plc | $22,320 | 0.0% | -9% | — |
| 290 | — | SPDR Ser Tr S&P Divid ETF | $21,891 | 0.0% | +0% | — |
| 291 |  $OTIS | Otis Worldwide Corp | $21,197 | 0.0% | +0% | 60.3 |
| 292 |  $XYZ | Block, Inc. | $21,063 | 0.0% | +0% | 60.3 |
| 293 | — | Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg | $20,897 | 0.0% | +0% | — |
| 294 |  $XYL | Xylem Inc. | $19,120 | 0.0% | +0% | 65.6 |
| 295 |  $SPG | SIMON PROPERTY GROUP INC. | $18,653 | 0.0% | +0% | 76.9 |
| 296 |  $ZTS | Zoetis Inc. | $18,323 | 0.0% | -71% | 72.6 |
| 297 |  $AVY | Avery Dennison Corp | $18,304 | 0.0% | +0% | 62.9 |
| 298 |  $BCO | BRINKS CO | $18,135 | 0.0% | +0% | 52 |
| 299 | — | Vanguard Utilities Index Fund ETF | $17,833 | 0.0% | +0% | — |
| 300 |  $VLTO | Veralto Corp | $17,772 | 0.0% | -27% | 74.4 |
| 301 | — | iShares S&P Small Cap 600 Value ETF | $17,768 | 0.0% | +0% | — |
| 302 |  $MNSB | MainStreet Bancshares, Inc. | $17,538 | 0.0% | +0% | 52.5 |
| 303 |  $SNOW | Snowflake Inc. | $17,344 | 0.0% | +0% | 49.6 |
| 304 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $15,855 | 0.0% | +0% | 60.7 |
| 305 |  $TROW | PRICE T ROWE GROUP INC | $15,775 | 0.0% | +0% | 75.8 |
| 306 |  $COIN | Coinbase Global, Inc. | $15,715 | 0.0% | +125% | 68 |
| 307 |  $SIRI | SIRIUS XM HOLDINGS INC. | $15,648 | 0.0% | +0% | 37.7 |
| 308 |  $KEYS | Keysight Technologies, Inc. | $14,119 | 0.0% | +0% | 72.3 |
| 309 |  $WBD | Warner Bros. Discovery, Inc. | $13,538 | 0.0% | +0% | 42.1 |
| 310 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $13,518 | 0.0% | +0% | — |
| 311 |  $HOG | HARLEY-DAVIDSON, INC. | $13,345 | 0.0% | -23% | 55 |
| 312 | $IVZ | Invesco Ltd. | $13,210 | 0.0% | +0% | — |
| 313 |  $EXE | EXPAND ENERGY Corp | $13,174 | 0.0% | +0% | 83.9 |
| 314 |  $USAS | Americas Gold & Silver Corp | $13,050 | 0.0% | NEW | — |
| 315 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $12,132 | 0.0% | +0% | 65.3 |
| 316 | — | iShares Core S&P Small Cap ETF | $11,809 | 0.0% | +0% | — |
| 317 |  $A | AGILENT TECHNOLOGIES, INC. | $11,398 | 0.0% | +0% | 64.6 |
| 318 |  $MFC | MANULIFE FINANCIAL CORP | $11,262 | 0.0% | +0% | — |
| 319 |  $ADBE | ADOBE INC. | $11,182 | 0.0% | -22% | 80.4 |
| 320 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $10,850 | 0.0% | +0% | 67.9 |
| 321 |  $INTU | INTUIT INC. | $10,810 | 0.0% | -57% | 82 |
| 322 | — | Schwab Strategic Trust Fundamental U.S. Large Company Etf | $10,583 | 0.0% | -40% | — |
| 323 |  $UBSI | UNITED BANKSHARES INC/WV | $10,438 | 0.0% | +0% | — |
| 324 |  $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | $10,350 | 0.0% | +0% | 65.3 |
| 325 | — | Blackrock Institutional Trust Company N.A. Ishares Expanded Tech Sector Etf | $9,836 | 0.0% | +0% | — |
| 326 |  $CGNX | COGNEX CORP | $9,798 | 0.0% | +0% | 63.6 |
| 327 |  $AUB | Atlantic Union Bankshares Corp | $9,650 | 0.0% | +0% | — |
| 328 |  $CRCL | Circle Internet Group, Inc. | $9,541 | 0.0% | +0% | 44.8 |
| 329 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $9,058 | 0.0% | +0% | — |
| 330 |  $HLT | Hilton Worldwide Holdings Inc. | $8,818 | 0.0% | +0% | 73.1 |
| 331 |  $SCHW | SCHWAB CHARLES CORP | $8,740 | 0.0% | +0% | 77.2 |
| 332 |  $WEN | Wendy's Co | $8,569 | 0.0% | +0% | 54.6 |
| 333 | — | Ishares Semiconductor Etf | $8,217 | 0.0% | -29% | — |
| 334 |  $AXP | AMERICAN EXPRESS CO | $7,562 | 0.0% | +0% | 73.2 |
| 335 |  $GM | General Motors Co | $7,450 | 0.0% | +0% | 58.7 |
| 336 |  $HEI.A | HEICO CORP | $7,388 | 0.0% | +0% | 79.2 |
| 337 |  $HOOD | Robinhood Markets, Inc. | $6,930 | 0.0% | +0% | 75.8 |
| 338 |  $NKE | NIKE, Inc. | $6,603 | 0.0% | +0% | 53.4 |
| 339 |  $ELV | Elevance Health, Inc. | $6,441 | 0.0% | +0% | 59.4 |
| 340 |  $CRSP | CRISPR Therapeutics AG | $6,422 | 0.0% | +35% | 4.5 |
| 341 | — | iShares Tr U.S. Med Dvc ETF | $6,402 | 0.0% | -84% | — |
| 342 |  $ACGL | ARCH CAPITAL GROUP LTD. | $6,335 | 0.0% | +0% | — |
| 343 | — | Barclays 1-3 Year Treasury Bond | $6,193 | 0.0% | -12% | — |
| 344 |  $GIS | GENERAL MILLS INC | $5,955 | 0.0% | NEW | 64.1 |
| 345 |  $IONQ | IonQ, Inc. | $5,766 | 0.0% | NEW | 32.8 |
| 346 |  $BN | BROOKFIELD Corp /ON/ | $5,706 | 0.0% | -48% | — |
| 347 |  $FTV | Fortive Corp | $5,528 | 0.0% | +0% | 55.9 |
| 348 |  $KNX | Knight-Swift Transportation Holdings Inc. | $5,355 | 0.0% | +0% | 49.3 |
| 349 |  $LH | LABCORP HOLDINGS INC. | $5,336 | 0.0% | +0% | 54.8 |
| 350 |  $SHW | SHERWIN WILLIAMS CO | $5,129 | 0.0% | +0% | 65.3 |
| 351 |  $RIVN | Rivian Automotive, Inc. / DE | $5,117 | 0.0% | +19% | 36 |
| 352 |  $CPK | CHESAPEAKE UTILITIES CORP | $4,802 | 0.0% | +0% | 59.2 |
| 353 |  $VMC | Vulcan Materials CO | $4,357 | 0.0% | -33% | 66.6 |
| 354 |  $ORLY | O REILLY AUTOMOTIVE INC | $4,339 | 0.0% | -24% | 72.7 |
| 355 |  $HUM | HUMANA INC | $4,335 | 0.0% | +0% | 82 |
| 356 |  $IBKR | Interactive Brokers Group, Inc. | $4,292 | 0.0% | +0% | 75.5 |
| 357 |  $DNP | DNP SELECT INCOME FUND INC | $4,130 | 0.0% | +0% | — |
| 358 |  $CSGP | COSTAR GROUP, INC. | $4,034 | 0.0% | +0% | 49.5 |
| 359 | — | First Tr Exch Traded FD III Pfd Secs Inc ETF | $3,905 | 0.0% | +0% | — |
| 360 |  $NVO | NOVO NORDISK A S | $3,859 | 0.0% | +0% | — |
| 361 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3,784 | 0.0% | +0% | 66.4 |
| 362 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $3,740 | 0.0% | +100% | — |
| 363 |  $BIIB | BIOGEN INC. | $3,667 | 0.0% | +0% | 65.6 |
| 364 |  $IOVA | IOVANCE BIOTHERAPEUTICS, INC. | $3,510 | 0.0% | +0% | 30.6 |
| 365 |  $USA | LIBERTY ALL STAR EQUITY FUND | $3,480 | 0.0% | +0% | — |
| 366 |  $BHF | Brighthouse Financial, Inc. | $3,473 | 0.0% | NEW | 54.9 |
| 367 |  $F | FORD MOTOR CO | $3,462 | 0.0% | +0% | 58.5 |
| 368 |  $CPRT | COPART INC | $3,420 | 0.0% | +0% | 74.9 |
| 369 |  $GOLF | Acushnet Holdings Corp. | $3,272 | 0.0% | +0% | 57.1 |
| 370 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $3,201 | 0.0% | +0% | 72.9 |
| 371 |  $PGR | PROGRESSIVE CORP/OH/ | $3,172 | 0.0% | +0% | 83.6 |
| 372 |  $MICC | Magnum Ice Cream Co N.V. | $3,147 | 0.0% | +0% | — |
| 373 |  $GNW | GENWORTH FINANCIAL INC | $2,964 | 0.0% | +0% | 46.6 |
| 374 |  $WRB | BERKLEY W R CORP | $2,850 | 0.0% | +0% | 71.8 |
| 375 |  $DOW | DOW INC. | $2,749 | 0.0% | +0% | 38 |
| 376 | — | Etf Series Solutions Trust Defiance Quantum | $2,683 | 0.0% | +0% | — |
| 377 |  $ALCO | ALICO, INC. | $2,476 | 0.0% | +0% | 22.5 |
| 378 |  $MARA | MARA Holdings, Inc. | $2,448 | 0.0% | NEW | 12.2 |
| 379 |  $LPLA | LPL Financial Holdings Inc. | $2,407 | 0.0% | +0% | 61.8 |
| 380 |  $KD | Kyndryl Holdings, Inc. | $2,362 | 0.0% | +0% | 46 |
| 381 |  $TDG | TransDigm Group INC | $2,318 | 0.0% | -60% | 75.4 |
| 382 | — | iShares Iboxx Invest Grade CRP Bond | $2,180 | 0.0% | +0% | — |
| 383 |  $CRWV | CoreWeave, Inc. | $1,937 | 0.0% | +0% | 46.5 |
| 384 |  $M | Macy's, Inc. | $1,809 | 0.0% | +43% | 48.9 |
| 385 |  $KHC | Kraft Heinz Co | $1,642 | 0.0% | +0% | 42.5 |
| 386 | $GME | GameStop Corp. | $1,544 | 0.0% | +0% | 60.6 |
| 387 |  $RGTI | Rigetti Computing, Inc. | $1,404 | 0.0% | +0% | 8.1 |
| 388 |  $NTLA | Intellia Therapeutics, Inc. | $1,282 | 0.0% | +0% | 24.5 |
| 389 |  $SOUN | SOUNDHOUND AI, INC. | $1,031 | 0.0% | +0% | 32.3 |
| 390 |  $ACHR | Archer Aviation Inc. | $931 | 0.0% | NEW | 25 |
| 391 |  $HLN | Haleon plc | $701 | 0.0% | NEW | — |
| 392 |  $GT | GOODYEAR TIRE & RUBBER CO /OH/ | $696 | 0.0% | +0% | 32.6 |
| 393 |  $LCID | Lucid Group, Inc. | $477 | 0.0% | +0% | 30.1 |
| 394 |  $NLOP | Net Lease Office Properties | $311 | 0.0% | +0% | 26.7 |
| 395 |  $CGC | Canopy Growth Corp | $31 | 0.0% | +0% | 20.1 |
New Positions (20)
Putnam Focused Large Cap Value ETF$1.2M
Federated Hermes Total Retun Bond ETF$253,537
$WDC WESTERN DIGITAL CORP$102,786$MU MICRON TECHNOLOGY INC$87,838$TGB Trekor Metals Ltd$78,690$STX Seagate Technology Holdings plc$74,434 Baron Global Durable Advantage ETF$55,575
$SNDK Sandisk Corp$54,004$ACNB ACNB CORP$47,391$WULF TERAWULF INC.$36,652 Sprott Copper Miners Etf$35,720
$WAT WATERS CORP /DE/$30,971$CTAS CINTAS CORP$25,371$USAS Americas Gold & Silver Corp$13,050$GIS GENERAL MILLS INC$5,955Exited Positions (19)
Dimensional Etf Trust World Ex U.S. Core Equity 2
$PYPL PayPal Holdings, Inc. Dimensional Etf Trust U.S. Equity Market
Dimensional Etf Trust Emerging Markets Core Equity 2
Janus Capital Management LLC Henderson Aaa Clo Etf
$TTWO TAKE TWO INTERACTIVE SOFTWARE INC
$AMT AMERICAN TOWER CORP /MA/
$LYV Live Nation Entertainment, Inc.
$BABA Alibaba Group Holding Ltd
$MLM MARTIN MARIETTA MATERIALS INC
$UBER Uber Technologies, Inc
$ROL ROLLINS INC
$LII LENNOX INTERNATIONAL INC
$EFX EQUIFAX INC
$FICO FAIR ISAAC CORPBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for FIRST UNITED BANK & TRUST including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track FIRST UNITED BANK & TRUST's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for FIRST UNITED BANK & TRUST and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: FIRST UNITED BANK & TRUST
13F Pro is an AI hedge fund tracker and stock research platform. For FIRST UNITED BANK & TRUST (SEC CIK: 1214183), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in FIRST UNITED BANK & TRUST's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.