United Community Bank Top Holdings and 13F Report (2025) About United Community BankInvestment ActivityUnited Community Bank has $256.92 million in total holdings as of December 31, 2024.United Community Bank owns shares of 405 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 7.43% of the portfolio was purchased this quarter.About 5.74% of the portfolio was sold this quarter.This quarter, United Community Bank has purchased 361 new stocks and bought additional shares in 85 stocks.United Community Bank sold shares of 121 stocks and completely divested from 19 stocks this quarter.Largest Holdings Berkshire Hathaway $31,958,960iShares Core S&P 500 ETF $16,332,338iShares MSCI EAFE ETF $9,130,361Microsoft $6,598,161Apple $4,967,331 Largest New Holdings this Quarter T. Rowe Price Group $1,608,140 HoldingBLACKROCK INC COM $971,804 HoldingiShares MSCI USA Quality Factor ETF $251,093 HoldingVanguard Russell 1000 Growth ETF $203,811 HoldingSchwab U.S. Large-Cap Growth ETF $156,072 Holding Largest Purchases this Quarter Darden Restaurants 12,260 shares (about $2.29M)American Electric Power 20,055 shares (about $1.85M)Target 13,305 shares (about $1.80M)HP 50,000 shares (about $1.63M)T. Rowe Price Group 14,220 shares (about $1.61M) Largest Sales this Quarter Southern 22,326 shares (about $1.84M)Prudential Financial 15,258 shares (about $1.81M)Consolidated Edison 17,709 shares (about $1.58M)LyondellBasell Industries 15,412 shares (about $1.14M)Berkshire Hathaway 1,461 shares (about $662.24K) 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$31,958,960$662,242 ▼-2.0%70,50612.4%FinanceIVViShares Core S&P 500 ETF$16,332,338$256,076 ▼-1.5%27,7446.4%ETFEFAiShares MSCI EAFE ETF$9,130,361$8,393 ▼-0.1%120,7563.6%FinanceMSFTMicrosoft$6,598,161$51,845 ▼-0.8%15,6542.6%Computer and TechnologyAAPLApple$4,967,331$150,753 ▲3.1%19,8361.9%Computer and TechnologyVXFVanguard Extended Market ETF$4,343,513$27,547 ▼-0.6%22,8631.7%ETFIJHiShares Core S&P Mid-Cap ETF$4,268,671$8,723 ▼-0.2%68,5071.7%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$3,499,194$4,917 ▼-0.1%113,8691.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,457,711$103,548 ▲3.1%43,0761.3%ETFCVXChevron$3,341,604$73,144 ▲2.2%23,0711.3%Oils/EnergyDRIDarden Restaurants$3,323,642$2,288,819 ▲221.2%17,8031.3%Retail/WholesaleCSCOCisco Systems$3,221,013$80,808 ▲2.6%54,4091.3%Computer and TechnologyKOCoca-Cola$2,943,030$97,748 ▲3.4%47,2701.1%Consumer StaplesAMZNAmazon.com$2,916,351$27,424 ▲0.9%13,2931.1%Retail/WholesaleJNJJohnson & Johnson$2,818,933$67,827 ▲2.5%19,4921.1%MedicalCATCaterpillar$2,782,732$14,510 ▲0.5%7,6711.1%Industrial ProductsMETAMeta Platforms$2,762,436$40,986 ▼-1.5%4,7181.1%Computer and TechnologyIAUiShares Gold Trust$2,652,152$495 ▼0.0%53,5681.0%FinanceGISGeneral Mills$2,410,506$71,104 ▲3.0%37,8000.9%Consumer StaplesENBEnbridge$2,401,411$95,255 ▲4.1%56,5970.9%Oils/EnergyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,378,355$218,898 ▲10.1%46,0030.9%ManufacturingMRKMerck & Co., Inc.$2,354,294$95,501 ▲4.2%23,6660.9%MedicalPAYXPaychex$2,262,029$69,409 ▲3.2%16,1320.9%Business ServicesMCDMcDonald's$2,261,432$94,214 ▲4.3%7,8010.9%Retail/WholesaleTGTTarget$2,240,744$1,798,570 ▲406.8%16,5760.9%Retail/WholesalePKGPackaging Co. of America$2,235,541$9,005 ▲0.4%9,9300.9%Industrial ProductsJPMJPMorgan Chase & Co.$2,193,826$84,857 ▼-3.7%9,1520.9%FinanceIJRiShares Core S&P Small-Cap ETF$2,181,921$15,555 ▼-0.7%18,9370.8%ETFVWOVanguard FTSE Emerging Markets ETF$2,166,063$94,113 ▲4.5%49,1840.8%ETFHDHome Depot$2,137,889$41,622 ▼-1.9%5,4960.8%Retail/WholesalePGRProgressive$2,057,291$1,526,795 ▲287.8%8,5860.8%FinanceVTIVanguard Total Stock Market ETF$1,927,816$10,143 ▲0.5%6,6520.8%ETFUSBU.S. Bancorp$1,926,114$74,376 ▲4.0%40,2700.7%FinanceAEPAmerican Electric Power$1,895,788$1,849,673 ▲4,011.0%20,5550.7%UtilitiesNVDANVIDIA$1,883,820$97,763 ▼-4.9%14,0280.7%Computer and TechnologyHPQHP$1,873,321$1,631,500 ▲674.7%57,4110.7%Computer and TechnologyCOSTCostco Wholesale$1,851,782$50,395 ▼-2.6%2,0210.7%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$1,824,821$19,380 ▼-1.1%18,8320.7%FinanceGOOGLAlphabet$1,757,083$11,358 ▼-0.6%9,2820.7%Computer and TechnologyMUBiShares National Muni Bond ETF$1,686,260$174,742 ▼-9.4%15,8260.7%ETFTROWT. Rowe Price Group$1,608,140$1,608,140 ▲New Holding14,2200.6%FinanceMAMastercard$1,549,696$23,696 ▼-1.5%2,9430.6%Business ServicesXLKTechnology Select Sector SPDR Fund$1,525,0990.0%6,5590.6%ETFVNQVanguard Real Estate ETF$1,511,955$3,830 ▲0.3%16,9730.6%ETFXOMExxon Mobil$1,481,777$7,853 ▲0.5%13,7750.6%Oils/EnergyADPAutomatic Data Processing$1,474,188$7,318 ▲0.5%5,0360.6%Business ServicesMOATVanEck Morningstar Wide Moat ETF$1,451,146$273,075 ▼-15.8%15,6500.6%ETFGOOGAlphabet$1,427,729$14,283 ▲1.0%7,4970.6%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$1,426,4100.0%14,2470.6%ETFVVisa$1,308,722$632 ▲0.0%4,1410.5%Business ServicesAVGOBroadcom$1,257,732$48,686 ▲4.0%5,4250.5%Computer and TechnologyTAT&T$1,254,490$26,277 ▼-2.1%55,0940.5%Computer and TechnologyPMPhilip Morris International$1,232,143$46,335 ▼-3.6%10,2380.5%Consumer StaplesTOTLSPDR Doubleline Total Return Tactical ETF$1,197,417$167,605 ▲16.3%30,3990.5%ETFSPYSPDR S&P 500 ETF Trust$1,155,750$52,747 ▼-4.4%1,9720.4%FinancePSAPublic Storage$1,140,866$128,759 ▲12.7%3,8100.4%FinanceKHCKraft Heinz$1,128,992$157,542 ▲16.2%36,7630.4%Consumer StaplesPFFiShares Preferred and Income Securities ETF$1,127,2180.0%35,8530.4%ETFFIFiserv$1,115,225$3,081 ▼-0.3%5,4290.4%Business ServicesIBMInternational Business Machines$1,106,844$8,573 ▼-0.8%5,0350.4%Computer and TechnologyBKNGBooking$1,093,052$298,105 ▼-21.4%2200.4%Retail/WholesaleWMTWalmart$1,089,440$11,113 ▼-1.0%12,0580.4%Retail/WholesaleABBVAbbVie$1,055,893$19,014 ▲1.8%5,9420.4%MedicalADBEAdobe$1,055,226$86,713 ▲9.0%2,3730.4%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$1,050,673$5,643 ▼-0.5%18,0590.4%ETFUNHUnitedHealth Group$1,049,660$169,463 ▼-13.9%2,0750.4%MedicalCSXCSX$1,035,609$484 ▼0.0%32,0920.4%TransportationCRMSalesforce$1,016,363$55,164 ▲5.7%3,0400.4%Computer and TechnologyDISWalt Disney$1,014,064$105,782 ▲11.6%9,1070.4%Consumer DiscretionaryNEENextEra Energy$974,339$65,238 ▲7.2%13,5910.4%UtilitiesBLACKROCK INC COM$971,804$971,804 ▲New Holding9480.4%COMMON STOCKORCLOracle$971,5110.0%5,8300.4%Computer and TechnologyDOWDOW$961,114$162,928 ▲20.4%23,9500.4%Basic MaterialsAXPAmerican Express$950,9150.0%3,2040.4%FinanceLLYEli Lilly and Company$924,084$92,640 ▲11.1%1,1970.4%MedicalBMYBristol-Myers Squibb$875,549$10,746 ▼-1.2%15,4800.3%MedicalUPSUnited Parcel Service$873,747$3,783 ▲0.4%6,9290.3%TransportationTSMTaiwan Semiconductor Manufacturing$840,517$210,327 ▼-20.0%4,2560.3%Computer and TechnologyVUGVanguard Growth ETF$827,857$253,241 ▲44.1%2,0170.3%ETFPGProcter & Gamble$781,249$6,203 ▼-0.8%4,6600.3%Consumer StaplesCMCSAComcast$780,174$11,071 ▼-1.4%20,7880.3%Consumer DiscretionaryVZVerizon Communications$779,445$24,034 ▼-3.0%19,4910.3%Computer and TechnologyPFEPfizer$772,952$8,224 ▼-1.1%29,1350.3%MedicalGLDSPDR Gold Shares$759,320$242 ▼0.0%3,1360.3%FinanceAMATApplied Materials$739,316$430,970 ▲139.8%4,5460.3%Computer and TechnologyDUKDuke Energy$733,278$7,542 ▼-1.0%6,8060.3%UtilitiesACNAccenture$727,854$10,554 ▲1.5%2,0690.3%Computer and TechnologySBUXStarbucks$713,575$63,419 ▼-8.2%7,8200.3%Retail/WholesaleSCHWCharles Schwab$709,016$19,983 ▼-2.7%9,5800.3%FinanceDVYiShares Select Dividend ETF$695,8370.0%5,3000.3%ETFIQVIQVIA$688,178$21,616 ▼-3.0%3,5020.3%MedicalTRVTravelers Companies$673,528$21,198 ▼-3.1%2,7960.3%FinanceELVElevance Health$649,264$56,811 ▲9.6%1,7600.3%MedicalEMREmerson Electric$632,911$9,914 ▼-1.5%5,1070.2%Industrial ProductsQCOMQUALCOMM$630,149$80,497 ▲14.6%4,1020.2%Computer and TechnologyPHMPulteGroup$626,066$17,424 ▲2.9%5,7490.2%ConstructionIJKiShares S&P Mid-Cap 400 Growth ETF$623,8710.0%6,8610.2%ETFKMXCarMax$591,452$5,314 ▲0.9%7,2340.2%Retail/WholesaleDEODiageo$586,069$78,185 ▲15.4%4,6100.2%Consumer StaplesIWMiShares Russell 2000 ETF$582,451$2,210 ▲0.4%2,6360.2%FinanceShowing 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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