United Community Bank Top Holdings and 13F Report (2025) About United Community BankInvestment ActivityUnited Community Bank has $268.39 million in total holdings as of March 31, 2025.United Community Bank owns shares of 487 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Approximately 11.54% of the portfolio was purchased this quarter.About 8.37% of the portfolio was sold this quarter.This quarter, United Community Bank has purchased 405 new stocks and bought additional shares in 147 stocks.United Community Bank sold shares of 111 stocks and completely divested from 31 stocks this quarter.Largest Holdings Berkshire Hathaway $37,525,054iShares Core S&P 500 ETF $15,645,544iShares MSCI EAFE ETF $9,080,775Microsoft $6,250,244Apple $4,026,551 Largest New Holdings this Quarter 277432100 - Eastman Chemical $1,826,697 Holding46436F103 - iShares Gold Trust Micro $1,141,290 Holding922908629 - Vanguard Mid-Cap ETF $812,584 Holding46137V399 - Invesco S&P 500 BuyWrite ETF $732,608 Holding46436E205 - iShares iBonds Dec 2029 Term Corporate ETF $286,349 Holding Largest Purchases this Quarter Duke Energy 18,020 shares (about $2.20M)Amgen 6,758 shares (about $2.11M)Kimberly-Clark 14,309 shares (about $2.04M)AT&T 70,103 shares (about $1.98M)Genuine Parts 15,894 shares (about $1.89M) Largest Sales this Quarter Paychex 14,709 shares (about $2.27M)Caterpillar 6,609 shares (about $2.18M)McDonald's 6,319 shares (about $1.97M)General Mills 32,300 shares (about $1.93M)Coca-Cola 26,798 shares (about $1.92M) 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$37,525,054$25,031 ▼-0.1%70,45914.0%FinanceIVViShares Core S&P 500 ETF$15,645,544$56,190 ▲0.4%27,8445.8%ETFEFAiShares MSCI EAFE ETF$9,080,775$788,613 ▼-8.0%111,1073.4%FinanceMSFTMicrosoft$6,250,244$373,888 ▲6.4%16,6502.3%Computer and TechnologyAAPLApple$4,026,551$379,620 ▼-8.6%18,1271.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,922,112$75,272 ▼-1.9%67,2171.5%ETFVXFVanguard Extended Market ETF$3,844,326$94,054 ▼-2.4%22,3171.4%ETFCVXChevron$3,767,538$92,009 ▼-2.4%22,5211.4%EnergyTAT&T$3,540,571$1,982,513 ▲127.2%125,1971.3%Computer and TechnologyCSCOCisco Systems$3,306,360$51,219 ▼-1.5%53,5791.2%Computer and TechnologyIAUiShares Gold Trust$3,292,680$134,311 ▲4.3%55,8461.2%FinanceJNJJohnson & Johnson$3,283,798$51,245 ▲1.6%19,8011.2%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$3,232,300$289,594 ▼-8.2%39,5341.2%ETFDRIDarden Restaurants$3,157,744$541,007 ▼-14.6%15,1991.2%Retail/WholesaleFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,120,001$389,442 ▼-11.1%101,2331.2%ETFDUKDuke Energy$3,028,027$2,197,899 ▲264.8%24,8261.1%UtilitiesMETAMeta Platforms$2,969,983$250,717 ▲9.2%5,1531.1%Computer and TechnologyKMBKimberly-Clark$2,633,630$2,035,026 ▲340.0%18,5181.0%Consumer StaplesENBEnbridge$2,599,978$92,165 ▲3.7%58,6771.0%EnergyAMZNAmazon.com$2,519,994$9,132 ▼-0.4%13,2450.9%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$2,447,775$467,533 ▲23.6%23,4080.9%ETFMDTMedtronic$2,398,094$1,814,274 ▲310.8%26,6870.9%MedicalJPMJPMorgan Chase & Co.$2,346,785$101,799 ▲4.5%9,5670.9%FinancePNCThe PNC Financial Services Group$2,166,365$1,891,109 ▲687.0%12,3250.8%FinanceAEPAmerican Electric Power$2,145,626$100,419 ▼-4.5%19,6360.8%UtilitiesNVDANVIDIA$2,125,982$605,627 ▲39.8%19,6160.8%Computer and TechnologyAMGNAmgen$2,108,259$2,105,455 ▲75,088.9%6,7670.8%MedicalUSBU.S. Bancorp$2,071,567$371,367 ▲21.8%49,0660.8%FinanceVWOVanguard FTSE Emerging Markets ETF$2,050,414$175,654 ▼-7.9%45,3030.8%ETFHDHome Depot$2,011,664$2,565 ▼-0.1%5,4890.7%Retail/WholesalePSAPublic Storage$1,950,174$809,879 ▲71.0%6,5160.7%FinanceGPCGenuine Parts$1,936,144$1,893,611 ▲4,452.1%16,2510.7%Retail/WholesaleTGTTarget$1,933,269$203,398 ▲11.8%18,5250.7%Retail/WholesaleCOSTCostco Wholesale$1,853,729$57,693 ▼-3.0%1,9600.7%Retail/WholesaleEMNEastman Chemical$1,826,697$1,826,697 ▲New Holding20,7320.7%Basic MaterialsVTIVanguard Total Stock Market ETF$1,815,868$12,368 ▼-0.7%6,6070.7%ETFPKGPackaging Co. of America$1,814,655$151,683 ▼-7.7%9,1640.7%IndustrialsHPQHP$1,800,958$211,247 ▲13.3%65,0400.7%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,787,545$621,632 ▼-25.8%34,1330.7%ManufacturingXOMExxon Mobil$1,713,306$75,045 ▲4.6%14,4060.6%EnergyAGGiShares Core U.S. Aggregate Bond ETF$1,712,206$150,655 ▼-8.1%17,3090.6%FinanceMUBiShares National Muni Bond ETF$1,668,6930.0%15,8260.6%ETFTROWT. Rowe Price Group$1,664,501$358,109 ▲27.4%18,1180.6%FinanceMAMastercard$1,662,448$49,331 ▲3.1%3,0330.6%Business ServicesGOOGLAlphabet$1,654,493$219,125 ▲15.3%10,6990.6%Computer and TechnologyADPAutomatic Data Processing$1,614,726$76,077 ▲4.9%5,2850.6%Business ServicesPMPhilip Morris International$1,570,316$54,762 ▼-3.4%9,8930.6%Consumer StaplesVVisa$1,561,299$110,044 ▲7.6%4,4550.6%Business ServicesVNQVanguard Real Estate ETF$1,492,009$44,727 ▼-2.9%16,4790.6%ETFKOCoca-Cola$1,466,205$1,919,273 ▼-56.7%20,4720.5%Consumer StaplesGOOGAlphabet$1,375,761$204,505 ▲17.5%8,8060.5%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$1,370,600$6,600 ▼-0.5%15,5750.5%ETFABBVAbbVie$1,349,099$104,131 ▲8.4%6,4390.5%MedicalTOTLSPDR Doubleline Total Return Tactical ETF$1,337,910$113,134 ▲9.2%33,2070.5%ETFIGViShares Expanded Tech-Software Sector ETF$1,267,8410.0%14,2470.5%ETFXLKTechnology Select Sector SPDR Fund$1,267,581$86,722 ▼-6.4%6,1390.5%ETFFIFiserv$1,249,898$51,012 ▲4.3%5,6600.5%Business ServicesVZVerizon Communications$1,185,348$301,236 ▲34.1%26,1320.4%Computer and TechnologyAVGOBroadcom$1,184,065$275,757 ▲30.4%7,0720.4%Computer and TechnologyLLYEli Lilly and Company$1,142,234$153,619 ▲15.5%1,3830.4%MedicalIAUMiShares Gold Trust Micro$1,141,290$1,141,290 ▲New Holding36,6150.4%FinanceBLACKROCK INC COM$1,140,508$243,245 ▲27.1%1,2050.4%COMMON STOCKWMTWalmart$1,136,617$78,045 ▲7.4%12,9470.4%Retail/WholesaleUNHUnitedHealth Group$1,132,871$46,090 ▲4.2%2,1630.4%MedicalBKNGBooking$1,082,624$69,104 ▲6.8%2350.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,063,960$39,157 ▼-3.5%1,9020.4%FinanceIBMInternational Business Machines$1,053,075$198,928 ▼-15.9%4,2350.4%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$1,051,490$8,393 ▼-0.8%17,9160.4%ETFNEENextEra Energy$1,021,667$58,201 ▲6.0%14,4120.4%UtilitiesBMYBristol-Myers Squibb$956,079$11,954 ▲1.3%15,6760.4%MedicalCRMSalesforce$926,647$110,833 ▲13.6%3,4530.3%Computer and TechnologyDISWalt Disney$923,339$24,478 ▲2.7%9,3550.3%Consumer DiscretionaryPFFiShares Preferred and Income Securities ETF$919,872$181,891 ▼-16.5%29,9340.3%ETFGLDSPDR Gold Shares$913,980$10,373 ▲1.1%3,1720.3%FinanceCSXCSX$906,473$37,994 ▼-4.0%30,8010.3%TransportationADBEAdobe$900,912$9,205 ▼-1.0%2,3490.3%Computer and TechnologyAXPAmerican Express$875,220$13,183 ▲1.5%3,2530.3%FinancePGProcter & Gamble$845,283$51,126 ▲6.4%4,9600.3%Consumer StaplesORCLOracle$837,881$22,789 ▲2.8%5,9930.3%Computer and TechnologyVOVanguard Mid-Cap ETF$812,584$812,584 ▲New Holding3,1420.3%ETFVUGVanguard Growth ETF$810,613$62,669 ▲8.4%2,1860.3%ETFCMCSAComcast$804,789$37,712 ▲4.9%21,8100.3%Consumer DiscretionaryPFEPfizer$783,893$45,612 ▲6.2%30,9350.3%MedicalUPSUnited Parcel Service$779,169$17,048 ▲2.2%7,0840.3%TransportationSBUXStarbucks$773,538$6,474 ▲0.8%7,8860.3%Retail/WholesaleELVElevance Health$771,184$5,654 ▲0.7%1,7730.3%MedicalSCHWCharles Schwab$759,081$9,159 ▲1.2%9,6970.3%FinanceGILDGilead Sciences$758,803$71,600 ▲10.4%6,7720.3%MedicalTRVTravelers Companies$734,141$5,289 ▼-0.7%2,7760.3%FinancePBPInvesco S&P 500 BuyWrite ETF$732,608$732,608 ▲New Holding33,0450.3%ETFACNAccenture$727,053$81,442 ▲12.6%2,3300.3%Computer and TechnologyDVYiShares Select Dividend ETF$706,365$5,372 ▼-0.8%5,2600.3%ETFTSMTaiwan Semiconductor Manufacturing$702,346$4,150 ▼-0.6%4,2310.3%Computer and TechnologyBACBank of America$676,443$172,303 ▲34.2%16,2100.3%FinanceAMATApplied Materials$665,665$5,950 ▲0.9%4,5870.2%Computer and TechnologyPGRProgressive$659,130$1,770,793 ▼-72.9%2,3290.2%FinanceQCOMQUALCOMM$644,394$14,286 ▲2.3%4,1950.2%Computer and TechnologyCHKPCheck Point Software Technologies$640,455$2,279 ▼-0.4%2,8100.2%Computer and TechnologyIQVIQVIA$617,4030.0%3,5020.2%MedicalSPGIS&P Global$609,212$21,848 ▲3.7%1,1990.2%Business ServicesShowing 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. 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