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CIK: 0002000314
Total reported value
$323.4M
$323.4M
361 檔
21.9%
During the Q3 2024 filing period, United Community Bank (CIK: 0002000314) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $323.4M across 361 reported positions.
During Q3 2024, United Community Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 361 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.93% | +0.17% | -2.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.35% | +0.29% | -0.46% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.95% | -0.04% | -4.30% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.15% | -10.52% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.04% | -12.81% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.67% | +0.23% | -2.29% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.63% | +0.19% | -6.92% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.37% | -0.04% | +3663.33% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.37% | -0.03% | +2691.32% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.30% | -0.27% | +154.21% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.28% | -0.02% | +1.39% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.01% | +169.52% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.17% | +0.01% | +0.91% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.10% | +0.32% | +5.46% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.06% | -1.12% | |
| 16 | GIS | General Mills Inc | Stock-Consumer Staples | 1.06% | -0.01% | +567.00% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.19% | +83.54% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.01% | — | -5.68% | |
| 19 | SO | Southern Co/the | Stock-Utilities | 0.96% | -0.01% | -1.30% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | — | -12.73% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.89% | -0.01% | +0.54% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | — | -18.28% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.88% | +0.02% | -3.35% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | +0.13% | -2.74% | |
| 25 | ENB | Enbridge Inc | Stock-Energy | 0.86% | -0.02% | +0.82% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.86% | -0.06% | -3.85% | |
| 27 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.83% | +0.01% | +0.15% | |
| 28 | PAYX | Paychex Inc | Stock-Tech | 0.82% | — | +0.42% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | -14.30% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.75% | -0.05% | +4.65% | |
| 31 | ED | Consolidated Edison Inc | Stock-Utilities | 0.74% | -0.01% | -7.83% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | — | -3.21% | |
| 33 | PRU | Prudential Financial Inc | Stock-Financials | 0.74% | — | +0.19% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.44% | +1.16% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.07% | -10.82% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.70% | — | -8.51% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | -0.43% | -46.71% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.69% | +0.03% | -4.14% | |
| 39 | LNT | Alliant Energy CORP | Stock-Utilities | 0.66% | — | -3.31% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | — | -2.79% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.50% | EXIT | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.03% | -11.30% | |
| 43 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.58% | -0.01% | -2.77% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.17% | -0.92% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.02% | -0.86% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.01% | -9.81% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.54% | -0.06% | -4.22% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.50% | +0.05% | +5.71% | |
| 49 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.50% | +0.01% | -20.26% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.07% | -30.17% |
According to official SEC Form 13F filings, United Community Bank reported a total U.S. public equity portfolio value of $323.4M across 361 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, IVV, EFA) accounted for 21.9% of total reported equity market value during Q3 2024.
During Q3 2024, United Community Bank's top holdings by market value included BRK-B (12.9%)、IVV (6.3%)、EFA (4.0%). The largest single position, BRK-B, represented 12.9% of total portfolio value.
In Q3 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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