Free Trial

United Community Bank Top Holdings and 13F Report (2025)

About United Community Bank

Investment Activity

  • United Community Bank has $292.34 million in total holdings as of June 30, 2025.
  • United Community Bank owns shares of 503 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
  • Approximately 11.35% of the portfolio was purchased this quarter.
  • About 6.32% of the portfolio was sold this quarter.
  • This quarter, United Community Bank has purchased 487 new stocks and bought additional shares in 160 stocks.
  • United Community Bank sold shares of 133 stocks and completely divested from 40 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$34,660,661

Largest New Holdings this Quarter

053484101 - AvalonBay Communities
$1,572,038 Holding
009066101 - Airbnb
$417,665 Holding
87283Q503 - T. Rowe Price U.S. Equity Research ETF
$58,335 Holding
398182303 - AMERICAN HEALTHCARE REIT INC COM REIT
$37,512 Holding

Largest Purchases this Quarter

Invesco S&P 500 BuyWrite ETF
496,193 shares (about $10.85M)
iShares Gold Trust Micro
323,398 shares (about $10.67M)
Progressive
6,324 shares (about $1.69M)
AvalonBay Communities
7,725 shares (about $1.57M)
Bristol Myers Squibb
31,788 shares (about $1.47M)

Largest Sales this Quarter

Target
15,527 shares (about $1.53M)
iShares MSCI EAFE ETF
12,380 shares (about $1.11M)
iShares Core S&P 500 ETF
1,195 shares (about $741.98K)
Vanguard Extended Market ETF
3,695 shares (about $712.06K)
iShares Core S&P Small-Cap ETF
4,541 shares (about $496.29K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Community Bank

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$34,660,661$433,793 1.3%71,35211.9%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$16,546,364$741,975 -4.3%26,6495.7%ETF
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$11,876,829$10,668,900 883.2%360,0134.1%Finance
PBP
Invesco S&P 500 BuyWrite ETF
$11,569,143$10,846,779 1,501.6%529,2384.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$8,825,207$1,106,648 -11.1%98,7273.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$8,145,089$136,788 -1.7%16,3752.8%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,051,891$116,908 -2.8%65,3321.4%ETF
AT&T Inc. stock logo
T
AT&T
$3,867,889$244,688 6.8%133,6521.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,679,430$37,881 -1.0%53,0331.3%Computer and Technology
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$3,588,646$712,064 -16.6%18,6221.2%ETF
Apple Inc. stock logo
AAPL
Apple
$3,453,011$266,105 -7.2%16,8301.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,449,095$354,283 -9.3%4,6731.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,288,720$189,588 6.1%20,8161.1%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$3,273,180$48,398 1.5%22,8591.1%Energy
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$3,251,676$61,250 -1.8%14,9181.1%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,147,588$241,768 8.3%14,3471.1%Retail/Wholesale
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,145,321$132,838 -4.1%37,9321.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$3,065,992$416,565 -12.0%49,1661.0%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$2,968,998$39,530 1.3%25,1611.0%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,874,144$150,459 -5.0%18,8161.0%Medical
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$2,764,773$356,241 -11.4%89,6780.9%ETF
Enbridge Inc stock logo
ENB
Enbridge
$2,707,915$48,674 1.8%59,7510.9%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,551,208$222,361 -8.0%8,8000.9%Finance
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$2,438,006$50,666 2.1%18,9110.8%Consumer Staples
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$2,363,433$65,806 2.9%12,6780.8%Finance
Medtronic PLC stock logo
MDT
Medtronic
$2,313,230$13,075 -0.6%26,5370.8%Medical
The Progressive Corporation stock logo
PGR
Progressive
$2,309,140$1,687,623 271.5%8,6530.8%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,284,401$64,165 2.9%50,4840.8%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$2,197,109$1,471,467 202.8%47,4640.8%Medical
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$2,078,313$40,881 2.0%20,0300.7%Utilities
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,061,974$496,286 -19.4%18,8670.7%ETF
Genuine Parts Company stock logo
GPC
Genuine Parts
$2,023,693$52,285 2.7%16,6820.7%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,005,026$3,039 -0.2%6,5970.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,982,654$258,033 -11.5%40,0860.7%ETF
Public Storage stock logo
PSA
Public Storage
$1,961,219$49,295 2.6%6,6840.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,955,096$69,611 3.7%11,0940.7%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,937,438$48,024 2.5%6,9390.7%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,828,434$184,053 -9.1%4,9870.6%Retail/Wholesale
Packaging Corporation of America stock logo
PKG
Packaging Corporation of America
$1,791,406$64,450 3.7%9,5060.6%Industrials
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,740,662$23,610 1.4%17,5470.6%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,694,387$106,470 -5.9%32,1150.6%Manufacturing
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,694,173$107,639 -6.0%9,3020.6%Consumer Staples
HP Inc. stock logo
HPQ
HP
$1,691,874$100,995 6.3%69,1690.6%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,689,828$250,455 -12.9%1,7070.6%Retail/Wholesale
Eastman Chemical Company stock logo
EMN
Eastman Chemical
$1,611,685$63,834 4.1%21,5870.6%Basic Materials
Broadcom Inc. stock logo
AVGO
Broadcom
$1,608,693$340,703 -17.5%5,8360.6%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,592,399$10,651 0.7%4,4850.5%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$1,586,357$118,007 -6.9%2,8230.5%Business Services
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,575,307$54,587 -3.3%5,1080.5%Computer and Technology
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$1,572,038$1,572,038 New Holding7,7250.5%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,554,5790.0%6,1390.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,549,856$12,240 -0.8%8,7370.5%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$1,516,781$156,309 11.5%2620.5%Retail/Wholesale
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$1,463,124$2,345 0.2%15,6000.5%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,462,049$13,655 0.9%20,6650.5%Consumer Staples
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,451,959$201,542 -12.2%13,8970.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,434,648$259,497 22.1%2,3220.5%Finance
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$1,341,559$9,626 0.7%33,4470.5%ETF
BLACKROCK INC COM
$1,186,702$77,645 -6.1%1,1310.4%COMMON STOCK
AbbVie Inc. stock logo
ABBV
AbbVie
$1,174,789$20,418 -1.7%6,3290.4%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,153,704$75,614 7.0%1,4800.4%Medical
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,152,347$315,272 -21.5%12,9390.4%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,148,070$404,897 -26.1%10,6500.4%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,124,291$124,102 -9.9%3,8140.4%Computer and Technology
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,118,214$441,833 -28.3%10,2120.4%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,105,560$265,818 31.7%6,0390.4%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$1,086,183$110,342 11.3%6,3000.4%Business Services
The Walt Disney Company stock logo
DIS
Walt Disney
$1,071,198$88,915 -7.7%8,6380.4%Consumer Discretionary
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,064,435$106,093 11.1%2,4280.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,055,528$75,203 -6.7%24,3940.4%Computer and Technology
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$1,048,988$4,115 -0.4%17,8460.4%ETF
Adobe Inc. stock logo
ADBE
Adobe
$1,043,028$134,247 14.8%2,6960.4%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$1,037,837$272,413 -20.8%4,7470.4%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$1,030,496$88,897 9.4%3,7790.4%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$985,458$27,179 2.8%4,3510.3%Computer and Technology
CSX Corporation stock logo
CSX
CSX
$974,071$30,966 -3.1%29,8520.3%Transportation
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$944,363$22,557 -2.3%3,0980.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$931,452$334,505 -26.4%9,5260.3%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$902,877$97,605 -9.8%13,0060.3%Utilities
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$897,710$12,956 1.5%9,8390.3%Finance
American Express Company stock logo
AXP
American Express
$884,213$153,429 -14.8%2,7720.3%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$763,472$154,903 -16.9%24,8850.3%ETF
Comcast Corporation stock logo
CMCSA
Comcast
$744,458$33,941 -4.4%20,8590.3%Consumer Discretionary
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$740,988$189,108 34.3%4,7020.3%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$736,157$30,900 -4.0%15,5570.3%Finance
Accenture PLC stock logo
ACN
Accenture
$734,672$38,258 5.5%2,4580.3%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$720,578$2,016 -0.3%7,8640.2%Retail/Wholesale
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$711,120$39,691 -5.3%6,4140.2%Medical
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$700,573$1,992 0.3%5,2750.2%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$687,316$7,200 -1.0%5,1550.2%Industrials
Pfizer Inc. stock logo
PFE
Pfizer
$685,022$64,842 -8.6%28,2600.2%Medical
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$673,434$50,130 8.0%7,4020.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$643,175$147,052 -18.6%4,0370.2%Consumer Staples
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$633,059$35,037 -5.2%3,9750.2%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$632,793$82,266 -11.5%6,2690.2%Transportation
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$622,833$119,858 -16.1%2,3280.2%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$614,893$59,898 -8.9%1,9710.2%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$614,557$75,069 -10.9%1,5800.2%Medical
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$572,190$215,906 60.6%5,1970.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$545,702$16,970 3.2%5,9490.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data