United Community Bank Top Holdings and 13F Report (2024) → Bible Shocker: Have You Seen Elon Musk’s Miracle? (From InvestorPlace) (Ad) About United Community BankInvestment ActivityUnited 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 $30,751,366iShares Core S&P 500 ETF $19,881,657iShares MSCI EAFE ETF $10,547,355Microsoft $8,008,406iShares Core S&P Mid-Cap ETF $4,542,259 Largest New Holdings this Quarter Costco Wholesale $1,780,291 HoldingVanEck Morningstar Wide Moat ETF $1,698,211 HoldingPublic Storage $1,013,760 HoldingDuke Energy $685,093 HoldingCheck 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 TimeMap of 500 Largest Holdings ofUnited Community Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$30,751,366$396,971 ▼-1.3%73,12711.9%FinanceIVViShares Core S&P 500 ETF$19,881,657$4,965,413 ▲33.3%38,7637.7%ETFEFAiShares MSCI EAFE ETF$10,547,355$581,381 ▼-5.2%132,0734.1%FinanceMSFTMicrosoft$8,008,406$538,101 ▼-6.3%19,0353.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$4,542,259$3,582,749 ▲373.4%74,7821.8%ETFVXFVanguard Extended Market ETF$4,402,959$526,511 ▼-10.7%25,1211.7%ETFVWOVanguard FTSE Emerging Markets ETF$4,303,509$1,697,451 ▲65.1%103,8831.7%ETFETNEaton$4,194,475$249,358 ▲6.3%13,7261.6%Industrial ProductsMUBiShares National Muni Bond ETF$3,927,712$1,151,258 ▲41.5%36,3651.5%ETFMRKMerck & Co., Inc.$3,332,529$52,384 ▼-1.5%25,2561.3%MedicalUPSUnited Parcel Service$3,180,130$764,933 ▲31.7%21,0781.2%TransportationVTIVanguard Total Stock Market ETF$3,084,400$1,326,809 ▲75.5%12,3511.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,987,237$971,239 ▼-24.5%27,4261.2%FinanceVZVerizon Communications$2,958,173$709,734 ▲31.6%72,3691.1%Computer and TechnologyCATCaterpillar$2,957,822$127,151 ▲4.5%8,0721.1%Industrial ProductsKOCoca-Cola$2,810,796$918,007 ▲48.5%45,9431.1%Consumer StaplesNVDANVIDIA$2,714,294$546,654 ▲25.2%3,0041.1%Computer and TechnologyHDHome Depot$2,641,854$232,078 ▼-8.1%6,8871.0%Retail/WholesaleCSCOCisco Systems$2,637,395$666,798 ▲33.8%52,8431.0%Computer and TechnologyMETAMeta Platforms$2,609,027$486 ▲0.0%5,3731.0%Computer and TechnologyJPMJPMorgan Chase & Co.$2,525,786$177,867 ▼-6.6%12,6101.0%FinanceWMWaste Management$2,363,407$113,609 ▼-4.6%11,0880.9%Business ServicesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,338,526$985,603 ▼-29.6%45,6030.9%ManufacturingIJRiShares Core S&P Small-Cap ETF$2,332,747$228,113 ▼-8.9%21,1070.9%ETFMCDMcDonald's$2,205,414$133,362 ▼-5.7%7,8220.9%Retail/WholesaleAAPLApple$2,117,435$69,449 ▲3.4%12,3480.8%Computer and TechnologyUSBU.S. Bancorp$2,113,231$326,823 ▲18.3%47,4150.8%FinanceSOSouthern$2,084,695$168,446 ▼-7.5%29,0590.8%UtilitiesPFEPfizer$2,021,563$149,656 ▼-6.9%72,8490.8%MedicalUNHUnitedHealth Group$2,018,513$640,878 ▲46.5%4,0000.8%MedicalENBEnbridge$2,007,375$8,756 ▲0.4%55,4830.8%Oils/EnergyPKGPackaging Co. of America$2,001,230$87,299 ▼-4.2%10,5450.8%Industrial ProductsPAYXPaychex$1,985,430$110,029 ▼-5.3%16,1680.8%Business ServicesPRUPrudential Financial$1,918,316$46,373 ▼-2.4%16,3400.7%FinanceSPYSPDR S&P 500 ETF Trust$1,910,560$642,570 ▲50.7%3,7880.7%FinanceEDConsolidated Edison$1,813,476$100,981 ▲5.9%19,9700.7%UtilitiesCOSTCostco Wholesale$1,780,291$1,780,291 ▲New Holding2,4300.7%Retail/WholesaleGOOGLAlphabet$1,761,806$15,546 ▲0.9%11,6730.7%Computer and TechnologyXOMExxon Mobil$1,736,858$164,131 ▼-8.6%14,9420.7%Oils/EnergyMOATVanEck Morningstar Wide Moat ETF$1,698,211$1,698,211 ▲New Holding18,8900.7%ETFVNQVanguard Real Estate ETF$1,663,441$320,149 ▼-16.1%19,2350.6%ETFLYBLyondellBasell Industries$1,658,368$34,673 ▼-2.0%16,2140.6%Basic MaterialsMAMastercard$1,613,741$34,673 ▲2.2%3,3510.6%Business ServicesAMZNAmazon.com$1,560,828$185,791 ▼-10.6%8,6530.6%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$1,559,302$256,015 ▲19.6%15,9210.6%FinanceIGViShares Expanded Tech-Software Sector ETF$1,541,256$1,171,525 ▲316.9%18,0750.6%ETFLNTAlliant Energy$1,444,010$6,502 ▼-0.4%28,6510.6%UtilitiesXLKTechnology Select Sector SPDR Fund$1,412,487$330,316 ▼-19.0%6,7820.5%ETFVVisa$1,393,966$347,389 ▲33.2%5,0560.5%Business ServicesCVXChevron$1,364,609$967,262 ▲243.4%8,6510.5%Oils/EnergyACNAccenture$1,340,369$543,252 ▲68.2%3,8490.5%Business ServicesCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$1,324,377$134,865 ▼-9.2%49,0510.5%ManufacturingIAUiShares Gold Trust$1,268,366$50,412 ▼-3.8%30,1920.5%FinanceLLYEli Lilly and Company$1,246,291$667,489 ▼-34.9%1,6020.5%MedicalPFFiShares Preferred and Income Securities ETF$1,231,253$385,536 ▼-23.8%38,2020.5%ETFJNJJohnson & Johnson$1,199,397$97,445 ▼-7.5%7,5820.5%MedicalBKNGBooking$1,124,643$32,651 ▲3.0%3100.4%Retail/WholesaleGLDSPDR Gold Shares$1,083,980$222,999 ▲25.9%5,3470.4%FinanceDISWalt Disney$1,080,440$411,130 ▲61.4%8,8300.4%Consumer DiscretionaryNEENextEra Energy$1,040,649$49,850 ▲5.0%16,2830.4%UtilitiesMDTMedtronic$1,040,634$801,256 ▲334.7%12,1940.4%MedicalPSAPublic Storage$1,013,760$1,013,760 ▲New Holding3,4950.4%FinanceIQVIQVIA$1,003,215$43,750 ▼-4.2%3,9670.4%MedicalDRIDarden Restaurants$989,194$841,099 ▲567.9%5,9180.4%Retail/WholesalePGProcter & Gamble$976,747$152,029 ▼-13.5%6,0200.4%Consumer StaplesCMCSAComcast$965,450$857,508 ▲794.4%22,2710.4%Consumer DiscretionaryIBMInternational Business Machines$955,181$19,096 ▼-2.0%5,0020.4%Computer and TechnologyFIFiserv$932,390$76,394 ▲8.9%5,8340.4%Business ServicesWMTWalmart$928,362$605,550 ▲187.6%15,4290.4%Retail/WholesaleIWMiShares Russell 2000 ETF$905,336$324,352 ▲55.8%4,3850.4%FinanceSHViShares Short Treasury Bond ETF$903,331$76,051 ▼-7.8%8,1720.4%ETFVLOValero Energy$901,668$394,432 ▲77.8%5,9390.4%Oils/EnergyEMREmerson Electric$881,503$93,458 ▼-9.6%7,7720.3%Industrial ProductsPMPhilip Morris International$858,388$88,047 ▼-9.3%9,3690.3%Consumer StaplesORCLOracle$801,643$12,938 ▼-1.6%6,3820.3%Computer and TechnologySCHWCharles Schwab$779,101$207,616 ▼-21.0%10,7700.3%FinanceTSMTaiwan Semiconductor Manufacturing$774,941$45,577 ▼-5.6%5,6960.3%Computer and TechnologyADBEAdobe$765,478$29,267 ▼-3.7%1,5170.3%Computer and TechnologyTRVTravelers Companies$713,205$20,252 ▼-2.8%3,0990.3%FinanceDVYiShares Select Dividend ETF$698,676$59,003 ▼-7.8%5,6720.3%ETFDHRDanaher$697,468$588,091 ▲537.7%2,7930.3%Multi-Sector ConglomeratesELVElevance Health$689,140$42,002 ▼-5.7%1,3290.3%MedicalDUKDuke Energy$685,093$685,093 ▲New Holding7,0840.3%UtilitiesQCOMQUALCOMM$682,279$18,623 ▼-2.7%4,0300.3%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$668,863$134,320 ▼-16.7%7,3300.3%ETFTGTTarget$608,362$4,962 ▼-0.8%3,4330.2%Retail/WholesaleKMXCarMax$590,780$96,082 ▲19.4%6,7820.2%Retail/WholesaleTOTLSPDR Doubleline Total Return Tactical ETF$570,953$15,900 ▲2.9%14,2560.2%ETFVGTVanguard Information Technology ETF$561,565$250,147 ▲80.3%1,1090.2%ETFKMBKimberly-Clark$558,407$5,045 ▼-0.9%4,3170.2%Consumer StaplesSPSBSPDR Portfolio Short Term Corporate Bond ETF$548,006$5,984 ▲1.1%18,4080.2%ETFSPGIS&P Global$547,980$30,632 ▼-5.3%1,2880.2%Business ServicesCHKPCheck Point Software Technologies$521,552$521,552 ▲New Holding3,1800.2%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$514,8050.0%6,2950.2%ManufacturingINTCIntel$504,068$59,497 ▼-10.6%11,4120.2%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$501,568$417,973 ▲500.0%5,8200.2%ETFPHMPulteGroup$495,266$20,144 ▼-3.9%4,1060.2%ConstructionSBUXStarbucks$480,072$160,572 ▲50.3%5,2530.2%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$479,451$146,960 ▲44.2%5,2330.2%ETFAVGOBroadcom$475,822$140,493 ▼-22.8%3590.2%Computer and TechnologyShowing largest 100 holdings. 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