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CIK: 0002000314
Total reported value
$323.4M
$323.4M
388 檔
21.0%
At the close of Q2 2024, United Community Bank disclosed equity holdings valued at approximately $323.4M, spread across 388 reported holdings.
During Q2 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 21.0% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 388 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.07% | +0.17% | +0.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.26% | +0.29% | -26.97% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.00% | -0.04% | -4.37% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.18% | -0.15% | -7.37% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.88% | +0.04% | +78.64% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.69% | +0.19% | -1.60% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | +0.23% | -6.05% | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 1.40% | +0.03% | -19.58% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | -0.43% | +821.77% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.20% | — | -4.68% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | — | +74.38% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.16% | -0.02% | -1.90% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.15% | -0.01% | -2.93% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.01% | -6.32% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.06% | -9.88% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.32% | -4.82% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | — | -0.45% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | -12.04% | |
| 19 | WM | Waste Management Inc | Stock-Industrials | 0.90% | — | -5.58% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.90% | -0.06% | -4.74% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.87% | — | -25.16% | |
| 22 | SO | Southern Co/the | Stock-Utilities | 0.87% | -0.01% | -4.73% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.86% | +0.02% | -53.14% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | +0.13% | -7.09% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.07% | -4.20% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.07% | +753.73% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | — | -50.38% | |
| 28 | ENB | Enbridge Inc | Stock-Energy | 0.78% | -0.02% | -2.83% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | -0.03% | -9.77% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | -0.01% | -4.93% | |
| 31 | PAYX | Paychex Inc | Stock-Tech | 0.75% | — | -3.69% | |
| 32 | PRU | Prudential Financial Inc | Stock-Financials | 0.74% | — | -4.60% | |
| 33 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.73% | +0.01% | -6.35% | |
| 34 | ED | Consolidated Edison Inc | Stock-Utilities | 0.72% | -0.01% | -0.53% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.05% | +14.23% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.71% | — | +7.60% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | +0.44% | -47.04% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.50% | EXIT | |
| 39 | USB | US Bancorp | Stock-Financials | 0.65% | +0.03% | -14.82% | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.63% | +0.01% | -1.15% | |
| 41 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.62% | -0.01% | -0.91% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.61% | +0.17% | -2.39% | |
| 43 | LNT | Alliant Energy CORP | Stock-Utilities | 0.59% | — | +0.22% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.59% | — | -9.46% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.27% | +2.61% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.01% | -33.20% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.02% | -10.06% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.52% | -0.19% | -3.31% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.51% | -0.02% | +50.63% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.50% | -0.06% | +544.34% |
According to official SEC Form 13F filings, United Community Bank reported a total U.S. public equity portfolio value of $323.4M across 388 disclosed positions in Q2 2024.
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During Q2 2024, United Community Bank's top holdings by market value included BRK-B (12.1%)、IVV (6.3%)、EFA (4.0%). The largest single position, BRK-B, represented 12.1% of total portfolio value.
In Q2 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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