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CIK: 0002000314
Total reported value
$323.4M
$323.4M
405 檔
21.3%
The Q4 2024 SEC filing reveals that United Community Bank held a total portfolio value of $323.4M, covering 405 public equity positions.
During Q4 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 21.3% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 405 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.44% | +0.17% | -2.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.36% | +0.29% | -1.54% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.55% | -0.04% | -0.09% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.15% | -0.78% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.93% | +0.04% | +3.13% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.69% | +0.19% | -0.63% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | +0.23% | -0.20% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.36% | -0.04% | -0.14% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.35% | -0.03% | +3.09% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.30% | -0.27% | +2.24% | |
| 11 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.29% | -0.01% | +221.18% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.25% | +0.32% | +2.57% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.15% | -0.02% | +3.44% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | — | +0.95% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.01% | +2.47% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.08% | +0.01% | +0.52% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.06% | -1.46% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.03% | -0.19% | -0.02% | |
| 19 | GIS | General Mills Inc | Stock-Consumer Staples | 0.94% | -0.01% | +3.04% | |
| 20 | ENB | Enbridge Inc | Stock-Energy | 0.93% | -0.02% | +4.13% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.93% | -0.06% | +10.14% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | — | +4.23% | |
| 23 | PAYX | Paychex Inc | Stock-Tech | 0.88% | — | +3.17% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.01% | +4.35% | |
| 25 | TGT | Target CORP | Stock-Consumer Disc | 0.87% | — | +406.76% | |
| 26 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.87% | +0.01% | +0.40% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | — | -3.72% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | +0.13% | -0.71% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.84% | +0.02% | +4.54% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | — | -1.91% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.80% | +0.01% | +287.80% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.44% | +0.53% | |
| 33 | USB | US Bancorp | Stock-Financials | 0.75% | +0.03% | +4.02% | |
| 34 | AEP | American Electric Power | Stock-Utilities | 0.74% | -0.02% | +4011.00% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | -0.43% | -4.93% | |
| 36 | HPQ | Hp Inc | Stock-Tech | 0.73% | — | +674.67% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.07% | -2.65% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.05% | -1.05% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | -0.03% | -0.64% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | — | -9.39% | |
| 41 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.63% | — | — | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.02% | -1.51% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.17% | — | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.59% | — | +0.25% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.50% | EXIT | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.57% | -0.06% | +0.50% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.56% | — | -15.84% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.07% | +1.01% | |
| 49 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.56% | +0.01% | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.01% | +0.05% |
According to official SEC Form 13F filings, United Community Bank reported a total U.S. public equity portfolio value of $323.4M across 405 disclosed positions in Q4 2024.
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During Q4 2024, United Community Bank's top holdings by market value included BRK-B (12.4%)、IVV (6.4%)、EFA (3.5%). The largest single position, BRK-B, represented 12.4% of total portfolio value.
In Q4 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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