StockDriftsStockDriftsTop 50 First United Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | Invesco QQQ Unit Series 1 | 7.02% | 32.9K | $24.3M | -0.09%(-30) | $109.91(+540.96%) | 2026-09-30 | |
| VTV | Vanguard Value ETF | 5.49% | 88.1K | $19.0M | +0.36%(+313) | $110.24(+103.59%) | 2026-09-30 | |
| VOO | Vanguard Index FDS S&P 500 ETF Shs | 3.85% | 19.0K | $13.3M | +3.40%(+626) | $333.76(+112.50%) | 2026-09-30 | |
| DVY | iShares Select Dividend ETF | 3.39% | 77.4K | $11.8M | +3.52%(+2.63K) | $107.22(+51.78%) | 2026-09-30 | |
| VUG | Vanguard Growth ETF | 3.28% | 126.1K | $11.4M | -2.57%(-3.32K) | $35.00(+155.01%) | 2026-09-30 | |
| VO | Vanguard Mid-Cap ETF | 3.23% | 143.0K | $11.2M | +2.09%(+2.93K) | $60.91(+33.39%) | 2026-09-30 | |
| AAPL | Apple Inc Com | 3.21% | 33.5K | $11.1M | -1.17%(-397) | $73.77(+372.01%) | 2026-09-30 | |
| IEFA | iShares Tr Core MSCI Eafe ETF | 3% | 107.4K | $10.4M | +1.85%(+1.95K) | $77.45(+24.14%) | 2026-09-30 | |
| RSP | Invesco S&P 500 Equal Weight | 2.95% | 49.2K | $10.2M | +3.88%(+1.84K) | $169.47(+28.77%) | 2026-09-30 | |
| IEMG | iShares in Core MSCI Emerging Mkts | 2.34% | 100.1K | $8.1M | -3.00%(-3.10K) | $63.23(+19.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.31% | +69.83% | +10.51% | +64.83% |
| Top 20 Holdings Unweighted | +19.79% | +71.89% | +10.31% | +63.33% |
First United Bank & Trust reports $346.81M in US-listed equity holdings across 408 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (7.0%), VTV (5.5%) and VOO (3.9%). The top 20 holdings account for 54.75% of reported assets. Its disclosed equity book has returned +69.83% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First United Bank & Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1214183). View First United Bank & Trust’s 13F filings on SEC