Unified Trust Company, N.A.

13F Portfolio Filings

  • Most recent 13F
    Q3 2021
  • Location
    lexington, KY
  • CIK
    0001765893
  • All SEC filings
Q3 2021
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

83

$339.29M
DGRO, VB, AAPL, MSFT
13F-HR
Nov 23, 2021
000176589321000004

81

$337.43M
DGRO, VB, AAPL, UNH
13F-HR
Aug 13, 2021
000176589321000003

77

$306.91M
DGRO, VB, AAPL, JPM
13F-HR
May 28, 2021
000176589321000002

56

$172.44M
VB, AAPL, DIS, TJX COS INC NEW
13F-HR
Jan 20, 2021
000176589321000001

56

$140.97M
VB, AAPL, LINDE PLC, UNH
13F-HR
Nov 12, 2020
000176589320000006

54

$132.85M
VB, AAPL, UNH, MSFT
13F-HR
Aug 4, 2020
000176589320000005

54

$150.06M
0KRD, XSLV, MSFT, JNJ
RESTATEMENT
May 12, 2020
000176589320000004

58

$161.03M
XSLV, AAPL, JPM, MSFT
RESTATEMENT
Jan 27, 2020
000176589320000002

58

$149.52M
XSLV, AAPL, JPM, MSFT
13F-HR
Nov 12, 2019
000176589319000004

50

$143.63M
XSLV, MSFT, JNJ, LINDE PLC
13F-HR
Aug 15, 2019
000176589319000003

50

$133.51M
XSLV, JNJ, AAPL, MMM
13F-HR
May 14, 2019
000176589319000002

50

$109.94M
XSLV, JNJ, UNH, LINDE PLC
13F-HR
Feb 13, 2019
000176589319000001
Unified Trust Company, N.a. 13F Filings