United Community Bank Top Holdings and 13F Report (2024)

About United Community Bank

Investment Activity

United 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: $33,123,531
iShares Core S&P 500 ETF: $16,254,211
iShares MSCI EAFE ETF: $10,108,107
Microsoft: $6,788,843
Apple: $4,481,522

Largest New Holdings this Quarter

Synchrony Financial: $205,855 Holding
eBay: $168,049 Holding
Casey's General Stores: $123,984 Holding
Keurig Dr Pepper: $89,952 Holding
Ingredion: $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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$33,123,531	$686,248 ▼	-2.0%	71,967	12.9%	Finance
IVV iShares Core S&P 500 ETF	$16,254,211	$75,563 ▼	-0.5%	28,179	6.3%	ETF
EFA iShares MSCI EAFE ETF	$10,108,107	$454,027 ▼	-4.3%	120,867	3.9%	Finance
MSFT Microsoft	$6,788,843	$798,206 ▼	-10.5%	15,777	2.7%	Computer and Technology
AAPL Apple	$4,481,522	$658,225 ▼	-12.8%	19,234	1.7%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$4,278,081	$100,398 ▼	-2.3%	68,647	1.7%	ETF
VXF Vanguard Extended Market ETF	$4,187,226	$311,203 ▼	-6.9%	23,008	1.6%	ETF
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$3,517,795	$3,424,319 ▲	3,663.3%	114,029	1.4%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,499,578	$3,374,204 ▲	2,691.3%	41,786	1.4%	ETF
CVX Chevron	$3,323,295	$2,015,979 ▲	154.2%	22,566	1.3%	Oils/Energy
KO Coca-Cola	$3,284,002	$45,128 ▲	1.4%	45,700	1.3%	Consumer Staples
JNJ Johnson & Johnson	$3,082,867	$1,939,048 ▲	169.5%	19,023	1.2%	Medical
CAT Caterpillar	$2,984,637	$26,987 ▲	0.9%	7,631	1.2%	Industrial Products
CSCO Cisco Systems	$2,823,002	$146,142 ▲	5.5%	53,044	1.1%	Computer and Technology
META Meta Platforms	$2,740,843	$30,912 ▼	-1.1%	4,788	1.1%	Computer and Technology
GIS General Mills	$2,709,187	$2,303,012 ▲	567.0%	36,685	1.1%	Consumer Staples
IAU iShares Gold Trust	$2,662,827	$1,211,984 ▲	83.5%	53,578	1.0%	Finance
MRK Merck & Co., Inc.	$2,578,493	$155,236 ▼	-5.7%	22,706	1.0%	Medical
SO Southern	$2,464,078	$32,465 ▼	-1.3%	27,324	1.0%	Utilities
AMZN Amazon.com	$2,453,593	$357,940 ▼	-12.7%	13,168	1.0%	Retail/Wholesale
MCD McDonald's	$2,276,517	$12,180 ▲	0.5%	7,476	0.9%	Retail/Wholesale
HD Home Depot	$2,270,336	$507,716 ▼	-18.3%	5,603	0.9%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$2,251,199	$77,948 ▼	-3.3%	47,047	0.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,230,661	$62,924 ▼	-2.7%	19,072	0.9%	ETF
ENB Enbridge	$2,207,235	$17,868 ▲	0.8%	54,352	0.9%	Oils/Energy
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,199,556	$88,153 ▼	-3.9%	41,769	0.9%	Manufacturing
PKG Packaging Co. of America	$2,130,306	$3,231 ▲	0.2%	9,890	0.8%	Industrial Products
PAYX Paychex	$2,098,329	$8,722 ▲	0.4%	15,637	0.8%	Business Services
JPM JPMorgan Chase & Co.	$2,004,435	$334,424 ▼	-14.3%	9,506	0.8%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$1,927,371	$85,573 ▲	4.6%	19,032	0.8%	Finance
ED Consolidated Edison	$1,906,516	$161,922 ▼	-7.8%	18,309	0.7%	Utilities
MUB iShares National Muni Bond ETF	$1,897,332	$63,005 ▼	-3.2%	17,466	0.7%	ETF
PRU Prudential Financial	$1,891,340	$3,633 ▲	0.2%	15,618	0.7%	Finance
VTI Vanguard Total Stock Market ETF	$1,873,670	$21,520 ▲	1.2%	6,617	0.7%	ETF
COST Costco Wholesale	$1,840,416	$223,403 ▼	-10.8%	2,076	0.7%	Retail/Wholesale
MOAT VanEck Morningstar Wide Moat ETF	$1,802,785	$167,723 ▼	-8.5%	18,595	0.7%	ETF
NVDA NVIDIA	$1,791,969	$1,570,705 ▼	-46.7%	14,756	0.7%	Computer and Technology
USB U.S. Bancorp	$1,770,437	$76,552 ▼	-4.1%	38,715	0.7%	Finance
LNT Alliant Energy	$1,684,997	$57,655 ▼	-3.3%	27,764	0.7%	Utilities
VNQ Vanguard Real Estate ETF	$1,649,321	$47,249 ▼	-2.8%	16,930	0.6%	ETF
XOM Exxon Mobil	$1,606,148	$81,702 ▼	-4.8%	13,702	0.6%	Oils/Energy
GOOGL Alphabet	$1,549,371	$197,362 ▼	-11.3%	9,342	0.6%	Computer and Technology
LYB LyondellBasell Industries	$1,498,150	$42,676 ▼	-2.8%	15,622	0.6%	Basic Materials
XLK Technology Select Sector SPDR Fund	$1,480,760	$13,771 ▼	-0.9%	6,559	0.6%	ETF
MA Mastercard	$1,475,474	$12,839 ▼	-0.9%	2,988	0.6%	Business Services
UNH UnitedHealth Group	$1,409,079	$153,186 ▼	-9.8%	2,410	0.6%	Medical
ADP Automatic Data Processing	$1,386,694	$61,157 ▼	-4.2%	5,011	0.5%	Business Services
PM Philip Morris International	$1,289,632	$69,684 ▲	5.7%	10,623	0.5%	Consumer Staples
IGV iShares Expanded Tech-Software Sector ETF	$1,273,254	$323,519 ▼	-20.3%	14,247	0.5%	ETF
GOOG Alphabet	$1,240,884	$536,178 ▼	-30.2%	7,422	0.5%	Computer and Technology
T AT&T	$1,237,456	$82,874 ▲	7.2%	56,248	0.5%	Computer and Technology
PSA Public Storage	$1,229,881	$23,652 ▲	2.0%	3,380	0.5%	Finance
PFF iShares Preferred and Income Securities ETF	$1,191,395	$55,993 ▼	-4.5%	35,853	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$1,183,093	$25,819 ▼	-2.1%	2,062	0.5%	Finance
BKNG Booking	$1,179,394	$21,061 ▼	-1.8%	280	0.5%	Retail/Wholesale
ABBV AbbVie	$1,152,296	$71,883 ▲	6.7%	5,835	0.4%	Medical
V Visa	$1,138,018	$58,839 ▲	5.5%	4,139	0.4%	Business Services
ADBE Adobe	$1,127,725	$55,402 ▼	-4.7%	2,178	0.4%	Computer and Technology
IBM International Business Machines	$1,121,760	$32,720 ▲	3.0%	5,074	0.4%	Computer and Technology
KHC Kraft Heinz	$1,110,635	$20,539 ▲	1.9%	31,633	0.4%	Consumer Staples
CSX CSX	$1,108,655	$106,318 ▲	10.6%	32,107	0.4%	Transportation
DOW DOW	$1,086,591	$17,755 ▲	1.7%	19,890	0.4%	Basic Materials
TOTL SPDR Doubleline Total Return Tactical ETF	$1,082,362	$483,428 ▲	80.7%	26,144	0.4%	ETF
NEE NextEra Energy	$1,071,925	$191,714 ▼	-15.2%	12,681	0.4%	Utilities
VGSH Vanguard Short-Term Treasury Index ETF	$1,071,567	$861,928 ▲	411.1%	18,156	0.4%	ETF
ORCL Oracle	$993,432	$43,452 ▼	-4.2%	5,830	0.4%	Computer and Technology
WMT Walmart	$983,616	$219,236 ▼	-18.2%	12,181	0.4%	Retail/Wholesale
FI Fiserv	$978,015	$10,060 ▼	-1.0%	5,444	0.4%	Business Services
LLY Eli Lilly and Company	$954,157	$243,633 ▼	-20.3%	1,077	0.4%	Medical
UPS United Parcel Service	$940,610	$1,210,154 ▼	-56.3%	6,899	0.4%	Transportation
BLK BlackRock	$927,671	$133,881 ▼	-12.6%	977	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$924,098	$14,762 ▼	-1.6%	5,321	0.4%	Computer and Technology
DRI Darden Restaurants	$909,773	$62,369 ▼	-6.4%	5,543	0.4%	Retail/Wholesale
VZ Verizon Communications	$902,332	$236,990 ▼	-20.8%	20,092	0.4%	Computer and Technology
AVGO Broadcom	$899,588	$820,410 ▲	1,036.2%	5,215	0.4%	Computer and Technology
CMCSA Comcast	$880,637	$41,519 ▲	4.9%	21,083	0.3%	Consumer Discretionary
AXP American Express	$868,925	$178,721 ▼	-17.1%	3,204	0.3%	Finance
IQV IQVIA	$855,936	$15,403 ▼	-1.8%	3,612	0.3%	Medical
PFE Pfizer	$852,138	$36,493 ▲	4.5%	29,445	0.3%	Medical
ELV Elevance Health	$835,120	$156,520 ▼	-15.8%	1,606	0.3%	Medical
SBUX Starbucks	$830,127	$1,462 ▼	-0.2%	8,515	0.3%	Retail/Wholesale
PG Procter & Gamble	$813,520	$242,653 ▼	-23.0%	4,697	0.3%	Consumer Staples
BMY Bristol-Myers Squibb	$810,766	$162,360 ▲	25.0%	15,670	0.3%	Medical
PHM PulteGroup	$802,189	$161,615 ▲	25.2%	5,589	0.3%	Construction
DUK Duke Energy	$792,803	$25,827 ▼	-3.2%	6,876	0.3%	Utilities
CRM Salesforce	$786,916	$110,579 ▲	16.3%	2,875	0.3%	Computer and Technology
DIS Walt Disney	$784,622	$23,374 ▲	3.1%	8,157	0.3%	Consumer Discretionary
GLD SPDR Gold Shares	$762,479	$267,366 ▼	-26.0%	3,137	0.3%	Finance
ACN Accenture	$720,746	$74,231 ▼	-9.3%	2,039	0.3%	Computer and Technology
DVY iShares Select Dividend ETF	$715,871	$47,545 ▼	-6.2%	5,300	0.3%	ETF
TRV Travelers Companies	$675,202	$51,272 ▼	-7.1%	2,884	0.3%	Finance
DHR Danaher	$668,082	$73,953 ▼	-10.0%	2,403	0.3%	Multi-Sector Conglomerates
MDT Medtronic	$651,187	$193,655 ▼	-22.9%	7,233	0.3%	Medical
SCHW Charles Schwab	$638,379	$9,073 ▼	-1.4%	9,850	0.2%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$630,732		0.0%	6,861	0.2%	ETF
QCOM QUALCOMM	$608,439	$73,632 ▲	13.8%	3,578	0.2%	Computer and Technology
SPGI S&P Global	$597,213	$49,596 ▼	-7.7%	1,156	0.2%	Business Services
KMB Kimberly-Clark	$596,865	$711 ▼	-0.1%	4,195	0.2%	Consumer Staples
IWM iShares Russell 2000 ETF	$580,057		0.0%	2,626	0.2%	Finance
EMR Emerson Electric	$567,302	$164,274 ▼	-22.5%	5,187	0.2%	Industrial Products

Showing largest 100 holdings. View all holdings.

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United Community Bank Top Holdings and 13F Report (2024)

About United Community Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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United Community Bank Top Holdings and 13F Report (2024)

About United Community Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Community Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools