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CIK: 0002000314
Total reported value
$323.4M
$323.4M
356 檔
22.8%
The Q1 2024 SEC filing reveals that United Community Bank held a total portfolio value of $323.4M, covering 356 public equity positions.
During Q1 2024, United Community Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, IVV, EFA) accounted for 22.8% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 356 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.94% | +0.17% | -6.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.72% | +0.29% | +35.15% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.10% | -0.04% | -3.12% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | -0.15% | -0.48% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.76% | +0.23% | +418.13% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.71% | +0.19% | -10.46% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.67% | +0.02% | +93.27% | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 1.63% | +0.03% | +9.78% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 1.53% | — | +82.20% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.29% | — | +0.90% | |
| 11 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.24% | — | +34.46% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | +0.44% | +77.25% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.16% | -0.01% | -14.08% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.15% | -0.10% | +33.45% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.15% | +0.01% | -1.37% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.09% | -0.02% | +8.55% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | -0.43% | +26.59% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | — | -2.57% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.32% | +4.27% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.06% | +0.54% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | — | -4.19% | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 0.92% | — | -0.62% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.91% | -0.06% | -11.84% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.13% | -0.29% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.01% | -2.72% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.04% | -44.98% | |
| 27 | USB | US Bancorp | Stock-Financials | 0.82% | +0.03% | +17.45% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.81% | -0.01% | -3.19% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.79% | -0.04% | -3.04% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.78% | +0.01% | +55.76% | |
| 31 | ENB | Enbridge Inc | Stock-Energy | 0.78% | -0.02% | +2.54% | |
| 32 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.78% | +0.01% | -0.28% | |
| 33 | PAYX | Paychex Inc | Stock-Tech | 0.77% | — | -1.96% | |
| 34 | PRU | Prudential Financial Inc | Stock-Financials | 0.75% | — | +1.37% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.46% | +57.05% | |
| 36 | ED | Consolidated Edison Inc | Stock-Utilities | 0.70% | -0.01% | +1.35% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.07% | -1.58% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | -0.03% | -4.98% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.50% | EXIT | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.66% | — | +364.13% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.65% | — | -4.27% | |
| 42 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.64% | -0.01% | +1.52% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.02% | +5.31% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | — | -45.73% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.61% | -0.05% | +22.38% | |
| 46 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.60% | +0.01% | +317.15% | |
| 47 | LNT | Alliant Energy CORP | Stock-Utilities | 0.56% | — | +3.15% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | +0.17% | -15.15% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.01% | +34.86% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.27% | +0.86% |
According to official SEC Form 13F filings, United Community Bank reported a total U.S. public equity portfolio value of $323.4M across 356 disclosed positions in Q1 2024.
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During Q1 2024, United Community Bank's top holdings by market value included BRK-B (11.9%)、IVV (7.7%)、EFA (4.1%). The largest single position, BRK-B, represented 11.9% of total portfolio value.
In Q1 2024, United Community Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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