United Community Bank Top Holdings and 13F Report (2025) About United Community BankInvestment ActivityUnited 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 $34,660,661iShares Core S&P 500 ETF $16,546,364iShares Gold Trust Micro $11,876,829Invesco S&P 500 BuyWrite ETF $11,569,143iShares MSCI EAFE ETF $8,825,207 Largest New Holdings this Quarter 053484101 - AvalonBay Communities $1,572,038 Holding009066101 - Airbnb $417,665 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $59,823 Holding87283Q503 - T. Rowe Price U.S. Equity Research ETF $58,335 Holding398182303 - 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 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$34,660,661$433,793 ▲1.3%71,35211.9%FinanceIVViShares Core S&P 500 ETF$16,546,364$741,975 ▼-4.3%26,6495.7%ETFIAUMiShares Gold Trust Micro$11,876,829$10,668,900 ▲883.2%360,0134.1%FinancePBPInvesco S&P 500 BuyWrite ETF$11,569,143$10,846,779 ▲1,501.6%529,2384.0%ETFEFAiShares MSCI EAFE ETF$8,825,207$1,106,648 ▼-11.1%98,7273.0%FinanceMSFTMicrosoft$8,145,089$136,788 ▼-1.7%16,3752.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$4,051,891$116,908 ▼-2.8%65,3321.4%ETFTAT&T$3,867,889$244,688 ▲6.8%133,6521.3%Computer and TechnologyCSCOCisco Systems$3,679,430$37,881 ▼-1.0%53,0331.3%Computer and TechnologyVXFVanguard Extended Market ETF$3,588,646$712,064 ▼-16.6%18,6221.2%ETFAAPLApple$3,453,011$266,105 ▼-7.2%16,8301.2%Computer and TechnologyMETAMeta Platforms$3,449,095$354,283 ▼-9.3%4,6731.2%Computer and TechnologyNVDANVIDIA$3,288,720$189,588 ▲6.1%20,8161.1%Computer and TechnologyCVXChevron$3,273,180$48,398 ▲1.5%22,8591.1%EnergyDRIDarden Restaurants$3,251,676$61,250 ▼-1.8%14,9181.1%Retail/WholesaleAMZNAmazon.com$3,147,588$241,768 ▲8.3%14,3471.1%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$3,145,321$132,838 ▼-4.1%37,9321.1%ETFIAUiShares Gold Trust$3,065,992$416,565 ▼-12.0%49,1661.0%FinanceDUKDuke Energy$2,968,998$39,530 ▲1.3%25,1611.0%UtilitiesJNJJohnson & Johnson$2,874,144$150,459 ▼-5.0%18,8161.0%MedicalFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$2,764,773$356,241 ▼-11.4%89,6780.9%ETFENBEnbridge$2,707,915$48,674 ▲1.8%59,7510.9%EnergyJPMJPMorgan Chase & Co.$2,551,208$222,361 ▼-8.0%8,8000.9%FinanceKMBKimberly-Clark$2,438,006$50,666 ▲2.1%18,9110.8%Consumer StaplesPNCThe PNC Financial Services Group$2,363,433$65,806 ▲2.9%12,6780.8%FinanceMDTMedtronic$2,313,230$13,075 ▼-0.6%26,5370.8%MedicalPGRProgressive$2,309,140$1,687,623 ▲271.5%8,6530.8%FinanceUSBU.S. Bancorp$2,284,401$64,165 ▲2.9%50,4840.8%FinanceBMYBristol Myers Squibb$2,197,109$1,471,467 ▲202.8%47,4640.8%MedicalAEPAmerican Electric Power$2,078,313$40,881 ▲2.0%20,0300.7%UtilitiesIJRiShares Core S&P Small-Cap ETF$2,061,974$496,286 ▼-19.4%18,8670.7%ETFGPCGenuine Parts$2,023,693$52,285 ▲2.7%16,6820.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,005,026$3,039 ▼-0.2%6,5970.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,982,654$258,033 ▼-11.5%40,0860.7%ETFPSAPublic Storage$1,961,219$49,295 ▲2.6%6,6840.7%FinanceGOOGLAlphabet$1,955,096$69,611 ▲3.7%11,0940.7%Computer and TechnologyAMGNAmgen$1,937,438$48,024 ▲2.5%6,9390.7%MedicalHDHome Depot$1,828,434$184,053 ▼-9.1%4,9870.6%Retail/WholesalePKGPackaging Corporation of America$1,791,406$64,450 ▲3.7%9,5060.6%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$1,740,662$23,610 ▲1.4%17,5470.6%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,694,387$106,470 ▼-5.9%32,1150.6%ManufacturingPMPhilip Morris International$1,694,173$107,639 ▼-6.0%9,3020.6%Consumer StaplesHPQHP$1,691,874$100,995 ▲6.3%69,1690.6%Computer and TechnologyCOSTCostco Wholesale$1,689,828$250,455 ▼-12.9%1,7070.6%Retail/WholesaleEMNEastman Chemical$1,611,685$63,834 ▲4.1%21,5870.6%Basic MaterialsAVGOBroadcom$1,608,693$340,703 ▼-17.5%5,8360.6%Computer and TechnologyVVisa$1,592,399$10,651 ▲0.7%4,4850.5%Business ServicesMAMastercard$1,586,357$118,007 ▼-6.9%2,8230.5%Business ServicesADPAutomatic Data Processing$1,575,307$54,587 ▼-3.3%5,1080.5%Computer and TechnologyAVBAvalonBay Communities$1,572,038$1,572,038 ▲New Holding7,7250.5%FinanceXLKTechnology Select Sector SPDR Fund$1,554,5790.0%6,1390.5%ETFGOOGAlphabet$1,549,856$12,240 ▼-0.8%8,7370.5%Computer and TechnologyBKNGBooking$1,516,781$156,309 ▲11.5%2620.5%Retail/WholesaleMOATVanEck Morningstar Wide Moat ETF$1,463,124$2,345 ▲0.2%15,6000.5%ETFKOCocaCola$1,462,049$13,655 ▲0.9%20,6650.5%Consumer StaplesMUBiShares National Muni Bond ETF$1,451,959$201,542 ▼-12.2%13,8970.5%ETFSPYSPDR S&P 500 ETF Trust$1,434,648$259,497 ▲22.1%2,3220.5%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$1,341,559$9,626 ▲0.7%33,4470.5%ETFBLACKROCK INC COM$1,186,702$77,645 ▼-6.1%1,1310.4%COMMON STOCKABBVAbbVie$1,174,789$20,418 ▼-1.7%6,3290.4%MedicalLLYEli Lilly and Company$1,153,704$75,614 ▲7.0%1,4800.4%MedicalVNQVanguard Real Estate ETF$1,152,347$315,272 ▼-21.5%12,9390.4%ETFXOMExxon Mobil$1,148,070$404,897 ▼-26.1%10,6500.4%EnergyIBMInternational Business Machines$1,124,291$124,102 ▼-9.9%3,8140.4%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$1,118,214$441,833 ▼-28.3%10,2120.4%ETFAMATApplied Materials$1,105,560$265,818 ▲31.7%6,0390.4%Computer and TechnologyFIFiserv$1,086,183$110,342 ▲11.3%6,3000.4%Business ServicesDISWalt Disney$1,071,198$88,915 ▼-7.7%8,6380.4%Consumer DiscretionaryVUGVanguard Growth ETF$1,064,435$106,093 ▲11.1%2,4280.4%ETFVZVerizon Communications$1,055,528$75,203 ▼-6.7%24,3940.4%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$1,048,988$4,115 ▼-0.4%17,8460.4%ETFADBEAdobe$1,043,028$134,247 ▲14.8%2,6960.4%Computer and TechnologyORCLOracle$1,037,837$272,413 ▼-20.8%4,7470.4%Computer and TechnologyCRMSalesforce$1,030,496$88,897 ▲9.4%3,7790.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$985,458$27,179 ▲2.8%4,3510.3%Computer and TechnologyCSXCSX$974,071$30,966 ▼-3.1%29,8520.3%TransportationGLDSPDR Gold Shares$944,363$22,557 ▼-2.3%3,0980.3%FinanceWMTWalmart$931,452$334,505 ▼-26.4%9,5260.3%Retail/WholesaleNEENextEra Energy$902,877$97,605 ▼-9.8%13,0060.3%UtilitiesSCHWCharles Schwab$897,710$12,956 ▲1.5%9,8390.3%FinanceAXPAmerican Express$884,213$153,429 ▼-14.8%2,7720.3%FinancePFFiShares Preferred and Income Securities ETF$763,472$154,903 ▼-16.9%24,8850.3%ETFCMCSAComcast$744,458$33,941 ▼-4.4%20,8590.3%Consumer DiscretionaryIQVIQVIA$740,988$189,108 ▲34.3%4,7020.3%MedicalBACBank of America$736,157$30,900 ▼-4.0%15,5570.3%FinanceACNAccenture$734,672$38,258 ▲5.5%2,4580.3%Computer and TechnologySBUXStarbucks$720,578$2,016 ▼-0.3%7,8640.2%Retail/WholesaleGILDGilead Sciences$711,120$39,691 ▼-5.3%6,4140.2%MedicalDVYiShares Select Dividend ETF$700,573$1,992 ▲0.3%5,2750.2%ETFEMREmerson Electric$687,316$7,200 ▼-1.0%5,1550.2%IndustrialsPFEPfizer$685,022$64,842 ▼-8.6%28,2600.2%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$673,434$50,130 ▲8.0%7,4020.2%ETFPGProcter & Gamble$643,175$147,052 ▼-18.6%4,0370.2%Consumer StaplesQCOMQUALCOMM$633,059$35,037 ▼-5.2%3,9750.2%Computer and TechnologyUPSUnited Parcel Service$632,793$82,266 ▼-11.5%6,2690.2%TransportationTRVTravelers Companies$622,833$119,858 ▼-16.1%2,3280.2%FinanceUNHUnitedHealth Group$614,893$59,898 ▼-8.9%1,9710.2%MedicalELVElevance Health$614,557$75,069 ▼-10.9%1,5800.2%MedicalIVWiShares S&P 500 Growth ETF$572,190$215,906 ▲60.6%5,1970.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$545,702$16,970 ▲3.2%5,9490.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access