Long-term investor
First United Bank & Trust @firstunitedbanktrust
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001214183).
Record
- Tracked since 2025-12-31 (257 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.6%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 7.0% · long · since 2025-12-31
- VTV · 5.5% · long · since 2025-12-31
- VOO · 3.6% · long · since 2025-12-31
- DVY · 3.4% · long · since 2025-12-31
- VO · 3.2% · long · since 2025-12-31
- VUG · 3.2% · long · since 2025-12-31
- IEFA · 2.9% · long · since 2025-12-31
- RSP · 2.9% · long · since 2025-12-31
- AAPL · 2.8% · long · since 2025-12-31
- IEMG · 2.5% · long · since 2025-12-31
- VB · 2.1% · long · since 2025-12-31
- VOT · 1.9% · long · since 2025-12-31