0001765893-21-000001.txt : 20210120
0001765893-21-000001.hdr.sgml : 20210120
20210120132007
ACCESSION NUMBER: 0001765893-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210120
DATE AS OF CHANGE: 20210120
EFFECTIVENESS DATE: 20210120
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Unified Trust Company, N.A.
CENTRAL INDEX KEY: 0001765893
IRS NUMBER: 611256314
STATE OF INCORPORATION: KY
FISCAL YEAR END: 1218
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19183
FILM NUMBER: 21538120
BUSINESS ADDRESS:
STREET 1: 2353 ALEXANDRIA DR
STREET 2: SUITE 100
CITY: LEXINGTON
STATE: KY
ZIP: 40504
BUSINESS PHONE: 859-514-6186
MAIL ADDRESS:
STREET 1: 2353 ALEXANDRIA DR
STREET 2: SUITE 100
CITY: LEXINGTON
STATE: KY
ZIP: 40504
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
true
0001765893
XXXXXXXX
12-31-2020
12-31-2020
Unified Trust Company, N.A.
2353 ALEXANDRIA DR
SUITE 100
LEXINGTON
KY
40504
13F HOLDINGS REPORT
028-19183
N
Marty Lautner
CFO
859-422-0481
Marty Lautner
Lexington
KY
01-20-2021
0
0
0
false
INFORMATION TABLE
2
13FReportOfManagedAssets.XML
3M COMPANY
Equities
88579Y101
2675
15818
SH
SOLE
15818
0
0
ABBOTT LAB
Equities
002824100
3649
32420
SH
SOLE
32420
0
0
ABBVIE INC
Equities
00287Y109
415
3708
SH
SOLE
3708
0
0
AMAZON.COM INC
Equities
023135106
3320
1064
SH
SOLE
1064
0
0
AMGEN
Equities
031162100
2919
11758
SH
SOLE
11758
0
0
AMPHENOL CORP
Equities
032095101
4401
33260
SH
SOLE
33260
0
0
APPLE INC
Equities
037833100
6379
49904
SH
SOLE
49904
0
0
BAXTER INTL
Equities
071813109
4689
59491
SH
SOLE
59491
0
0
BECTON DICKINSON & CO
Equities
075887109
2385
9149
SH
SOLE
9149
0
0
BELDEN INC
Equities
077454106
587
13074
SH
SOLE
13074
0
0
BOEING CO
Equities
097023105
285
1353
SH
SOLE
1353
0
0
BRISTOL-MYERS SQUIBB
Equities
110122108
210
3159
SH
SOLE
3159
0
0
CHUBB LTD
Equities
H1467J104
4196
27013
SH
SOLE
27013
0
0
CINTAS CORP.
Equities
172908105
466
1450
SH
SOLE
1450
0
0
CISCO SYS INC
Equities
17275R102
203
4496
SH
SOLE
4496
0
0
COMCAST CORPORATION
Equities
20030N101
3769
77166
SH
SOLE
77166
0
0
COSTCO WHOLESALE CORP
Equities
22160K105
3248
9165
SH
SOLE
9165
0
0
CSX CORP COM
Equities
126408103
671
7250
SH
SOLE
7250
0
0
ECOLAB INC
Equities
278865100
3460
16026
SH
SOLE
16026
0
0
ELI LILLY & CO
Equities
532457108
387
1954
SH
SOLE
1954
0
0
ENCOMPASS HEALTH CORPORATION
Equities
29261A100
393
4736
SH
SOLE
4736
0
0
EXXON MOBIL
Equities
30231G102
303
6206
SH
SOLE
6206
0
0
HOME DEPOT INC.
Equities
437076102
4747
17377
SH
SOLE
17377
0
0
HONEYWELL INTERNATIONAL INC
Equities
438516106
5528
26739
SH
SOLE
26739
0
0
INOVIO PHARMACEUTICALS INC
Equities
45773H201
206
20466
SH
SOLE
20466
0
0
INTL FLAVORS & FRAGRANCES
Equities
459506101
3185
26474
SH
SOLE
26474
0
0
INVESCO QQQ TRUST
Equities
46090E103
210
665
SH
SOLE
665
0
0
ISHARES BARCLAYS AGGREGATE BD F
Equities
464287226
204
1742
SH
SOLE
1742
0
0
ISHARES CORE S&P 500 ETF
Equities
464287200
4217
11096
SH
SOLE
11096
0
0
ISHARES CORE S&P MID-CAP ETF
Equities
464287507
1316
5401
SH
SOLE
5401
0
0
ISHARES CORE S&P SMALL-CAP ETF
Equities
464287804
616
6136
SH
SOLE
6136
0
0
ISHARES S&P MIDCAP 400 VALUE IN
Equities
464287705
975
10698
SH
SOLE
10698
0
0
JOHNSON & JOHNSON
Equities
478160104
4396
27009
SH
SOLE
27009
0
0
JP MORGAN CHASE
Equities
46625H100
5693
41244
SH
SOLE
41244
0
0
LINDE PLC
Equities
G5494J103
5924
22870
SH
SOLE
22870
0
0
MCDONALDS
Equities
580135101
448
2144
SH
SOLE
2144
0
0
MICROSOFT
Equities
594918104
5436
25120
SH
SOLE
25120
0
0
NEXTERA ENERGY INC.
Equities
65339F101
5790
69928
SH
SOLE
69928
0
0
PEPSI CO
Equities
713448108
3348
23573
SH
SOLE
23573
0
0
PNC BANK
Equities
693475105
647
4148
SH
SOLE
4148
0
0
POOL CORPORATION
Equities
73278L105
243
674
SH
SOLE
674
0
0
PROCTER & GAMBLE
Equities
742718109
3740
28001
SH
SOLE
28001
0
0
STARBUCKS CORP
Equities
855244109
4235
41308
SH
SOLE
41308
0
0
STOCK YARDS BANCORP INC.
Equities
861025104
436
10355
SH
SOLE
10355
0
0
STRYKER CORP
Equities
863667101
3696
15271
SH
SOLE
15271
0
0
T. ROWE PRICE GROUP INC
Equities
74144T108
4451
28086
SH
SOLE
28086
0
0
TAIWAN SEMICONDUCTOR
Equities
874039100
3737
28467
SH
SOLE
28467
0
0
TEXAS INSTRUMENTS
Equities
882508104
4363
25052
SH
SOLE
25052
0
0
TJX COMPANIES
Equities
872540109
6098
90775
SH
SOLE
90775
0
0
TRUIST FINANCIAL CORP.
Equities
89832Q109
1258
24127
SH
SOLE
24127
0
0
UNITEDHEALTH GROUP
Equities
91324P102
6018
17089
SH
SOLE
17089
0
0
VANGUARD REAL ESTATE ETF
Equities
922908553
474
5623
SH
SOLE
5623
0
0
VANGUARD SMALL CAP ETF
Equities
922908751
23044
110934
SH
SOLE
110934
0
0
VG TOTL STK VPRS
Equities
922908769
2239
11261
SH
SOLE
11261
0
0
WALMART INC.
Equities
931142103
352
2459
SH
SOLE
2459
0
0
WALT DISNEY
Equities
254687106
6157
35744
SH
SOLE
35744
0
0