United Community Bank Top Holdings and 13F Report (2024)

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About United Community Bank

Investment Activity

United Community Bank has $257.46 million in total holdings as of March 31, 2024.
United Community Bank owns shares of 356 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 15.71% of the portfolio was purchased this quarter.
About 6.66% of the portfolio was sold this quarter.
This quarter, United Community Bank has purchased 338 new stocks and bought additional shares in 116 stocks.
United Community Bank sold shares of 129 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $30,751,366
iShares Core S&P 500 ETF: $19,881,657
iShares MSCI EAFE ETF: $10,547,355
Microsoft: $8,008,406
iShares Core S&P Mid-Cap ETF: $4,542,259

Largest New Holdings this Quarter

Costco Wholesale: $1,780,291 Holding
VanEck Morningstar Wide Moat ETF: $1,698,211 Holding
Public Storage: $1,013,760 Holding
Duke Energy: $685,093 Holding
Check Point Software Technologies: $521,552 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 9,681 shares (about $4.97M)
iShares Core S&P Mid-Cap ETF: 58,985 shares (about $3.58M)
Costco Wholesale: 2,430 shares (about $1.78M)
VanEck Morningstar Wide Moat ETF: 18,890 shares (about $1.70M)
Vanguard FTSE Emerging Markets ETF: 40,975 shares (about $1.70M)

Largest Sales this Quarter

3M: 10,158 shares (about $1.08M)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 19,220 shares (about $985.60K)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 8,917 shares (about $971.24K)
Eli Lilly and Company: 858 shares (about $667.49K)
iShares MSCI EAFE ETF: 7,280 shares (about $581.38K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$30,751,366	$396,971 ▼	-1.3%	73,127	11.9%	Finance
IVV iShares Core S&P 500 ETF	$19,881,657	$4,965,413 ▲	33.3%	38,763	7.7%	ETF
EFA iShares MSCI EAFE ETF	$10,547,355	$581,381 ▼	-5.2%	132,073	4.1%	Finance
MSFT Microsoft	$8,008,406	$538,101 ▼	-6.3%	19,035	3.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$4,542,259	$3,582,749 ▲	373.4%	74,782	1.8%	ETF
VXF Vanguard Extended Market ETF	$4,402,959	$526,511 ▼	-10.7%	25,121	1.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$4,303,509	$1,697,451 ▲	65.1%	103,883	1.7%	ETF
ETN Eaton	$4,194,475	$249,358 ▲	6.3%	13,726	1.6%	Industrial Products
MUB iShares National Muni Bond ETF	$3,927,712	$1,151,258 ▲	41.5%	36,365	1.5%	ETF
MRK Merck & Co., Inc.	$3,332,529	$52,384 ▼	-1.5%	25,256	1.3%	Medical
UPS United Parcel Service	$3,180,130	$764,933 ▲	31.7%	21,078	1.2%	Transportation
VTI Vanguard Total Stock Market ETF	$3,084,400	$1,326,809 ▲	75.5%	12,351	1.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,987,237	$971,239 ▼	-24.5%	27,426	1.2%	Finance
VZ Verizon Communications	$2,958,173	$709,734 ▲	31.6%	72,369	1.1%	Computer and Technology
CAT Caterpillar	$2,957,822	$127,151 ▲	4.5%	8,072	1.1%	Industrial Products
KO Coca-Cola	$2,810,796	$918,007 ▲	48.5%	45,943	1.1%	Consumer Staples
NVDA NVIDIA	$2,714,294	$546,654 ▲	25.2%	3,004	1.1%	Computer and Technology
HD Home Depot	$2,641,854	$232,078 ▼	-8.1%	6,887	1.0%	Retail/Wholesale
CSCO Cisco Systems	$2,637,395	$666,798 ▲	33.8%	52,843	1.0%	Computer and Technology
META Meta Platforms	$2,609,027	$486 ▲	0.0%	5,373	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,525,786	$177,867 ▼	-6.6%	12,610	1.0%	Finance
WM Waste Management	$2,363,407	$113,609 ▼	-4.6%	11,088	0.9%	Business Services
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,338,526	$985,603 ▼	-29.6%	45,603	0.9%	Manufacturing
IJR iShares Core S&P Small-Cap ETF	$2,332,747	$228,113 ▼	-8.9%	21,107	0.9%	ETF
MCD McDonald's	$2,205,414	$133,362 ▼	-5.7%	7,822	0.9%	Retail/Wholesale
AAPL Apple	$2,117,435	$69,449 ▲	3.4%	12,348	0.8%	Computer and Technology
USB U.S. Bancorp	$2,113,231	$326,823 ▲	18.3%	47,415	0.8%	Finance
SO Southern	$2,084,695	$168,446 ▼	-7.5%	29,059	0.8%	Utilities
PFE Pfizer	$2,021,563	$149,656 ▼	-6.9%	72,849	0.8%	Medical
UNH UnitedHealth Group	$2,018,513	$640,878 ▲	46.5%	4,000	0.8%	Medical
ENB Enbridge	$2,007,375	$8,756 ▲	0.4%	55,483	0.8%	Oils/Energy
PKG Packaging Co. of America	$2,001,230	$87,299 ▼	-4.2%	10,545	0.8%	Industrial Products
PAYX Paychex	$1,985,430	$110,029 ▼	-5.3%	16,168	0.8%	Business Services
PRU Prudential Financial	$1,918,316	$46,373 ▼	-2.4%	16,340	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$1,910,560	$642,570 ▲	50.7%	3,788	0.7%	Finance
ED Consolidated Edison	$1,813,476	$100,981 ▲	5.9%	19,970	0.7%	Utilities
COST Costco Wholesale	$1,780,291	$1,780,291 ▲	New Holding	2,430	0.7%	Retail/Wholesale
GOOGL Alphabet	$1,761,806	$15,546 ▲	0.9%	11,673	0.7%	Computer and Technology
XOM Exxon Mobil	$1,736,858	$164,131 ▼	-8.6%	14,942	0.7%	Oils/Energy
MOAT VanEck Morningstar Wide Moat ETF	$1,698,211	$1,698,211 ▲	New Holding	18,890	0.7%	ETF
VNQ Vanguard Real Estate ETF	$1,663,441	$320,149 ▼	-16.1%	19,235	0.6%	ETF
LYB LyondellBasell Industries	$1,658,368	$34,673 ▼	-2.0%	16,214	0.6%	Basic Materials
MA Mastercard	$1,613,741	$34,673 ▲	2.2%	3,351	0.6%	Business Services
AMZN Amazon.com	$1,560,828	$185,791 ▼	-10.6%	8,653	0.6%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$1,559,302	$256,015 ▲	19.6%	15,921	0.6%	Finance
IGV iShares Expanded Tech-Software Sector ETF	$1,541,256	$1,171,525 ▲	316.9%	18,075	0.6%	ETF
LNT Alliant Energy	$1,444,010	$6,502 ▼	-0.4%	28,651	0.6%	Utilities
XLK Technology Select Sector SPDR Fund	$1,412,487	$330,316 ▼	-19.0%	6,782	0.5%	ETF
V Visa	$1,393,966	$347,389 ▲	33.2%	5,056	0.5%	Business Services
CVX Chevron	$1,364,609	$967,262 ▲	243.4%	8,651	0.5%	Oils/Energy
ACN Accenture	$1,340,369	$543,252 ▲	68.2%	3,849	0.5%	Business Services
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF	$1,324,377	$134,865 ▼	-9.2%	49,051	0.5%	Manufacturing
IAU iShares Gold Trust	$1,268,366	$50,412 ▼	-3.8%	30,192	0.5%	Finance
LLY Eli Lilly and Company	$1,246,291	$667,489 ▼	-34.9%	1,602	0.5%	Medical
PFF iShares Preferred and Income Securities ETF	$1,231,253	$385,536 ▼	-23.8%	38,202	0.5%	ETF
JNJ Johnson & Johnson	$1,199,397	$97,445 ▼	-7.5%	7,582	0.5%	Medical
BKNG Booking	$1,124,643	$32,651 ▲	3.0%	310	0.4%	Retail/Wholesale
GLD SPDR Gold Shares	$1,083,980	$222,999 ▲	25.9%	5,347	0.4%	Finance
DIS Walt Disney	$1,080,440	$411,130 ▲	61.4%	8,830	0.4%	Consumer Discretionary
NEE NextEra Energy	$1,040,649	$49,850 ▲	5.0%	16,283	0.4%	Utilities
MDT Medtronic	$1,040,634	$801,256 ▲	334.7%	12,194	0.4%	Medical
PSA Public Storage	$1,013,760	$1,013,760 ▲	New Holding	3,495	0.4%	Finance
IQV IQVIA	$1,003,215	$43,750 ▼	-4.2%	3,967	0.4%	Medical
DRI Darden Restaurants	$989,194	$841,099 ▲	567.9%	5,918	0.4%	Retail/Wholesale
PG Procter & Gamble	$976,747	$152,029 ▼	-13.5%	6,020	0.4%	Consumer Staples
CMCSA Comcast	$965,450	$857,508 ▲	794.4%	22,271	0.4%	Consumer Discretionary
IBM International Business Machines	$955,181	$19,096 ▼	-2.0%	5,002	0.4%	Computer and Technology
FI Fiserv	$932,390	$76,394 ▲	8.9%	5,834	0.4%	Business Services
WMT Walmart	$928,362	$605,550 ▲	187.6%	15,429	0.4%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$905,336	$324,352 ▲	55.8%	4,385	0.4%	Finance
SHV iShares Short Treasury Bond ETF	$903,331	$76,051 ▼	-7.8%	8,172	0.4%	ETF
VLO Valero Energy	$901,668	$394,432 ▲	77.8%	5,939	0.4%	Oils/Energy
EMR Emerson Electric	$881,503	$93,458 ▼	-9.6%	7,772	0.3%	Industrial Products
PM Philip Morris International	$858,388	$88,047 ▼	-9.3%	9,369	0.3%	Consumer Staples
ORCL Oracle	$801,643	$12,938 ▼	-1.6%	6,382	0.3%	Computer and Technology
SCHW Charles Schwab	$779,101	$207,616 ▼	-21.0%	10,770	0.3%	Finance
TSM Taiwan Semiconductor Manufacturing	$774,941	$45,577 ▼	-5.6%	5,696	0.3%	Computer and Technology
ADBE Adobe	$765,478	$29,267 ▼	-3.7%	1,517	0.3%	Computer and Technology
TRV Travelers Companies	$713,205	$20,252 ▼	-2.8%	3,099	0.3%	Finance
DVY iShares Select Dividend ETF	$698,676	$59,003 ▼	-7.8%	5,672	0.3%	ETF
DHR Danaher	$697,468	$588,091 ▲	537.7%	2,793	0.3%	Multi-Sector Conglomerates
ELV Elevance Health	$689,140	$42,002 ▼	-5.7%	1,329	0.3%	Medical
DUK Duke Energy	$685,093	$685,093 ▲	New Holding	7,084	0.3%	Utilities
QCOM QUALCOMM	$682,279	$18,623 ▼	-2.7%	4,030	0.3%	Computer and Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$668,863	$134,320 ▼	-16.7%	7,330	0.3%	ETF
TGT Target	$608,362	$4,962 ▼	-0.8%	3,433	0.2%	Retail/Wholesale
KMX CarMax	$590,780	$96,082 ▲	19.4%	6,782	0.2%	Retail/Wholesale
TOTL SPDR Doubleline Total Return Tactical ETF	$570,953	$15,900 ▲	2.9%	14,256	0.2%	ETF
VGT Vanguard Information Technology ETF	$561,565	$250,147 ▲	80.3%	1,109	0.2%	ETF
KMB Kimberly-Clark	$558,407	$5,045 ▼	-0.9%	4,317	0.2%	Consumer Staples
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$548,006	$5,984 ▲	1.1%	18,408	0.2%	ETF
SPGI S&P Global	$547,980	$30,632 ▼	-5.3%	1,288	0.2%	Business Services
CHKP Check Point Software Technologies	$521,552	$521,552 ▲	New Holding	3,180	0.2%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$514,805		0.0%	6,295	0.2%	Manufacturing
INTC Intel	$504,068	$59,497 ▼	-10.6%	11,412	0.2%	Computer and Technology
IGM iShares Expanded Tech Sector ETF	$501,568	$417,973 ▲	500.0%	5,820	0.2%	ETF
PHM PulteGroup	$495,266	$20,144 ▼	-3.9%	4,106	0.2%	Construction
SBUX Starbucks	$480,072	$160,572 ▲	50.3%	5,253	0.2%	Retail/Wholesale
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$479,451	$146,960 ▲	44.2%	5,233	0.2%	ETF
AVGO Broadcom	$475,822	$140,493 ▼	-22.8%	359	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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United Community Bank Top Holdings and 13F Report (2024)

About United Community Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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United Community Bank Top Holdings and 13F Report (2024)

About United Community Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Community Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information