United Community Bank Top Holdings and 13F Report (2024) About United Community BankInvestment ActivityUnited Community Bank has $256.16 million in total holdings as of September 30, 2024.United Community Bank owns shares of 361 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 7.92% of the portfolio was purchased this quarter.About 11.56% of the portfolio was sold this quarter.This quarter, United Community Bank has purchased 388 new stocks and bought additional shares in 81 stocks.United Community Bank sold shares of 165 stocks and completely divested from 33 stocks this quarter.Largest Holdings Berkshire Hathaway $33,123,531iShares Core S&P 500 ETF $16,254,211iShares MSCI EAFE ETF $10,108,107Microsoft $6,788,843Apple $4,481,522 Largest New Holdings this Quarter Synchrony Financial $205,855 HoldingeBay $168,049 HoldingCasey's General Stores $123,984 HoldingKeurig Dr Pepper $89,952 HoldingIngredion $23,363 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 110,999 shares (about $3.42M)Vanguard Intermediate-Term Corporate Bond ETF 40,289 shares (about $3.37M)General Mills 31,185 shares (about $2.30M)Chevron 13,689 shares (about $2.02M)Johnson & Johnson 11,965 shares (about $1.94M) Largest Sales this Quarter Eaton 10,185 shares (about $3.38M)iShares iBoxx $ Investment Grade Corporate Bond ETF 26,345 shares (about $2.98M)NVIDIA 12,934 shares (about $1.57M)United Parcel Service 8,876 shares (about $1.21M)Microsoft 1,855 shares (about $798.21K) 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$33,123,531$686,248 ▼-2.0%71,96712.9%FinanceIVViShares Core S&P 500 ETF$16,254,211$75,563 ▼-0.5%28,1796.3%ETFEFAiShares MSCI EAFE ETF$10,108,107$454,027 ▼-4.3%120,8673.9%FinanceMSFTMicrosoft$6,788,843$798,206 ▼-10.5%15,7772.7%Computer and TechnologyAAPLApple$4,481,522$658,225 ▼-12.8%19,2341.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$4,278,081$100,398 ▼-2.3%68,6471.7%ETFVXFVanguard Extended Market ETF$4,187,226$311,203 ▼-6.9%23,0081.6%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$3,517,795$3,424,319 ▲3,663.3%114,0291.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,499,578$3,374,204 ▲2,691.3%41,7861.4%ETFCVXChevron$3,323,295$2,015,979 ▲154.2%22,5661.3%Oils/EnergyKOCoca-Cola$3,284,002$45,128 ▲1.4%45,7001.3%Consumer StaplesJNJJohnson & Johnson$3,082,867$1,939,048 ▲169.5%19,0231.2%MedicalCATCaterpillar$2,984,637$26,987 ▲0.9%7,6311.2%Industrial ProductsCSCOCisco Systems$2,823,002$146,142 ▲5.5%53,0441.1%Computer and TechnologyMETAMeta Platforms$2,740,843$30,912 ▼-1.1%4,7881.1%Computer and TechnologyGISGeneral Mills$2,709,187$2,303,012 ▲567.0%36,6851.1%Consumer StaplesIAUiShares Gold Trust$2,662,827$1,211,984 ▲83.5%53,5781.0%FinanceMRKMerck & Co., Inc.$2,578,493$155,236 ▼-5.7%22,7061.0%MedicalSOSouthern$2,464,078$32,465 ▼-1.3%27,3241.0%UtilitiesAMZNAmazon.com$2,453,593$357,940 ▼-12.7%13,1681.0%Retail/WholesaleMCDMcDonald's$2,276,517$12,180 ▲0.5%7,4760.9%Retail/WholesaleHDHome Depot$2,270,336$507,716 ▼-18.3%5,6030.9%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$2,251,199$77,948 ▼-3.3%47,0470.9%ETFIJRiShares Core S&P Small-Cap ETF$2,230,661$62,924 ▼-2.7%19,0720.9%ETFENBEnbridge$2,207,235$17,868 ▲0.8%54,3520.9%Oils/EnergyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,199,556$88,153 ▼-3.9%41,7690.9%ManufacturingPKGPackaging Co. of America$2,130,306$3,231 ▲0.2%9,8900.8%Industrial ProductsPAYXPaychex$2,098,329$8,722 ▲0.4%15,6370.8%Business ServicesJPMJPMorgan Chase & Co.$2,004,435$334,424 ▼-14.3%9,5060.8%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,927,371$85,573 ▲4.6%19,0320.8%FinanceEDConsolidated Edison$1,906,516$161,922 ▼-7.8%18,3090.7%UtilitiesMUBiShares National Muni Bond ETF$1,897,332$63,005 ▼-3.2%17,4660.7%ETFPRUPrudential Financial$1,891,340$3,633 ▲0.2%15,6180.7%FinanceVTIVanguard Total Stock Market ETF$1,873,670$21,520 ▲1.2%6,6170.7%ETFCOSTCostco Wholesale$1,840,416$223,403 ▼-10.8%2,0760.7%Retail/WholesaleMOATVanEck Morningstar Wide Moat ETF$1,802,785$167,723 ▼-8.5%18,5950.7%ETFNVDANVIDIA$1,791,969$1,570,705 ▼-46.7%14,7560.7%Computer and TechnologyUSBU.S. Bancorp$1,770,437$76,552 ▼-4.1%38,7150.7%FinanceLNTAlliant Energy$1,684,997$57,655 ▼-3.3%27,7640.7%UtilitiesVNQVanguard Real Estate ETF$1,649,321$47,249 ▼-2.8%16,9300.6%ETFXOMExxon Mobil$1,606,148$81,702 ▼-4.8%13,7020.6%Oils/EnergyGOOGLAlphabet$1,549,371$197,362 ▼-11.3%9,3420.6%Computer and TechnologyLYBLyondellBasell Industries$1,498,150$42,676 ▼-2.8%15,6220.6%Basic MaterialsXLKTechnology Select Sector SPDR Fund$1,480,760$13,771 ▼-0.9%6,5590.6%ETFMAMastercard$1,475,474$12,839 ▼-0.9%2,9880.6%Business ServicesUNHUnitedHealth Group$1,409,079$153,186 ▼-9.8%2,4100.6%MedicalADPAutomatic Data Processing$1,386,694$61,157 ▼-4.2%5,0110.5%Business ServicesPMPhilip Morris International$1,289,632$69,684 ▲5.7%10,6230.5%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$1,273,254$323,519 ▼-20.3%14,2470.5%ETFGOOGAlphabet$1,240,884$536,178 ▼-30.2%7,4220.5%Computer and TechnologyTAT&T$1,237,456$82,874 ▲7.2%56,2480.5%Computer and TechnologyPSAPublic Storage$1,229,881$23,652 ▲2.0%3,3800.5%FinancePFFiShares Preferred and Income Securities ETF$1,191,395$55,993 ▼-4.5%35,8530.5%ETFSPYSPDR S&P 500 ETF Trust$1,183,093$25,819 ▼-2.1%2,0620.5%FinanceBKNGBooking$1,179,394$21,061 ▼-1.8%2800.5%Retail/WholesaleABBVAbbVie$1,152,296$71,883 ▲6.7%5,8350.4%MedicalVVisa$1,138,018$58,839 ▲5.5%4,1390.4%Business ServicesADBEAdobe$1,127,725$55,402 ▼-4.7%2,1780.4%Computer and TechnologyIBMInternational Business Machines$1,121,760$32,720 ▲3.0%5,0740.4%Computer and TechnologyKHCKraft Heinz$1,110,635$20,539 ▲1.9%31,6330.4%Consumer StaplesCSXCSX$1,108,655$106,318 ▲10.6%32,1070.4%TransportationDOWDOW$1,086,591$17,755 ▲1.7%19,8900.4%Basic MaterialsTOTLSPDR Doubleline Total Return Tactical ETF$1,082,362$483,428 ▲80.7%26,1440.4%ETFNEENextEra Energy$1,071,925$191,714 ▼-15.2%12,6810.4%UtilitiesVGSHVanguard Short-Term Treasury Index ETF$1,071,567$861,928 ▲411.1%18,1560.4%ETFORCLOracle$993,432$43,452 ▼-4.2%5,8300.4%Computer and TechnologyWMTWalmart$983,616$219,236 ▼-18.2%12,1810.4%Retail/WholesaleFIFiserv$978,015$10,060 ▼-1.0%5,4440.4%Business ServicesLLYEli Lilly and Company$954,157$243,633 ▼-20.3%1,0770.4%MedicalUPSUnited Parcel Service$940,610$1,210,154 ▼-56.3%6,8990.4%TransportationBLKBlackRock$927,671$133,881 ▼-12.6%9770.4%FinanceTSMTaiwan Semiconductor Manufacturing$924,098$14,762 ▼-1.6%5,3210.4%Computer and TechnologyDRIDarden Restaurants$909,773$62,369 ▼-6.4%5,5430.4%Retail/WholesaleVZVerizon Communications$902,332$236,990 ▼-20.8%20,0920.4%Computer and TechnologyAVGOBroadcom$899,588$820,410 ▲1,036.2%5,2150.4%Computer and TechnologyCMCSAComcast$880,637$41,519 ▲4.9%21,0830.3%Consumer DiscretionaryAXPAmerican Express$868,925$178,721 ▼-17.1%3,2040.3%FinanceIQVIQVIA$855,936$15,403 ▼-1.8%3,6120.3%MedicalPFEPfizer$852,138$36,493 ▲4.5%29,4450.3%MedicalELVElevance Health$835,120$156,520 ▼-15.8%1,6060.3%MedicalSBUXStarbucks$830,127$1,462 ▼-0.2%8,5150.3%Retail/WholesalePGProcter & Gamble$813,520$242,653 ▼-23.0%4,6970.3%Consumer StaplesBMYBristol-Myers Squibb$810,766$162,360 ▲25.0%15,6700.3%MedicalPHMPulteGroup$802,189$161,615 ▲25.2%5,5890.3%ConstructionDUKDuke Energy$792,803$25,827 ▼-3.2%6,8760.3%UtilitiesCRMSalesforce$786,916$110,579 ▲16.3%2,8750.3%Computer and TechnologyDISWalt Disney$784,622$23,374 ▲3.1%8,1570.3%Consumer DiscretionaryGLDSPDR Gold Shares$762,479$267,366 ▼-26.0%3,1370.3%FinanceACNAccenture$720,746$74,231 ▼-9.3%2,0390.3%Computer and TechnologyDVYiShares Select Dividend ETF$715,871$47,545 ▼-6.2%5,3000.3%ETFTRVTravelers Companies$675,202$51,272 ▼-7.1%2,8840.3%FinanceDHRDanaher$668,082$73,953 ▼-10.0%2,4030.3%Multi-Sector ConglomeratesMDTMedtronic$651,187$193,655 ▼-22.9%7,2330.3%MedicalSCHWCharles Schwab$638,379$9,073 ▼-1.4%9,8500.2%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$630,7320.0%6,8610.2%ETFQCOMQUALCOMM$608,439$73,632 ▲13.8%3,5780.2%Computer and TechnologySPGIS&P Global$597,213$49,596 ▼-7.7%1,1560.2%Business ServicesKMBKimberly-Clark$596,865$711 ▼-0.1%4,1950.2%Consumer StaplesIWMiShares Russell 2000 ETF$580,0570.0%2,6260.2%FinanceEMREmerson Electric$567,302$164,274 ▼-22.5%5,1870.2%Industrial ProductsShowing 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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