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CIK: 0002000314
Total reported value
$323.4M
$323.4M
487 檔
22.4%
In Q1 2025, United Community Bank's U.S. equity holdings reached a combined market value of $323.4M, distributed across 487 disclosed stock positions.
During Q1 2025, 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 487 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.98% | +0.17% | -0.07% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.83% | +0.29% | +0.36% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.38% | -0.04% | -7.99% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.15% | +6.36% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.04% | -8.62% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.46% | +0.23% | -1.88% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.43% | +0.19% | -2.39% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 1.40% | -0.27% | -2.38% | |
| 9 | T | At&t Inc | Stock-Comm Services | 1.32% | -0.26% | +127.24% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 1.23% | +0.32% | -1.53% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.23% | -0.19% | +4.25% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.01% | +1.59% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.20% | -0.03% | -8.22% | |
| 14 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.18% | -0.01% | -14.63% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.16% | -0.04% | -11.10% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.13% | -0.07% | +264.77% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.06% | +9.22% | |
| 18 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.98% | +0.02% | +339.96% | |
| 19 | ENB | Enbridge Inc | Stock-Energy | 0.97% | -0.02% | +3.68% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | — | -0.36% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.13% | +23.61% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 0.89% | -0.03% | +310.76% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | — | +4.53% | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 0.81% | +0.05% | +687.04% | |
| 25 | AEP | American Electric Power | Stock-Utilities | 0.80% | -0.02% | -4.47% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | -0.43% | +39.83% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.79% | -0.03% | +75088.89% | |
| 28 | USB | US Bancorp | Stock-Financials | 0.77% | +0.03% | +21.84% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | +0.02% | -7.89% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | — | -0.13% | |
| 31 | PSA | Public Storage | Stock-Real Estate | 0.73% | +0.01% | +71.02% | |
| 32 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.72% | -0.01% | +4452.10% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 0.72% | — | +11.76% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.07% | -3.02% | |
| 35 | EMN | Eastman Chemical Co | Stock-Materials | 0.68% | — | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.44% | -0.68% | |
| 37 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.68% | +0.01% | -7.71% | |
| 38 | HPQ | Hp Inc | Stock-Tech | 0.67% | — | +13.29% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.67% | -0.06% | -25.80% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.50% | EXIT | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.64% | -0.05% | -8.09% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.62% | — | — | |
| 43 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.62% | — | +27.41% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.02% | +3.06% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | -0.03% | +15.27% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.60% | -0.06% | +4.94% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | +0.05% | -3.37% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.01% | +7.58% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.56% | — | -2.91% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | -0.02% | -56.69% |
According to official SEC Form 13F filings, United Community Bank reported a total U.S. public equity portfolio value of $323.4M across 487 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, IVV, EFA) accounted for 22.4% of total reported equity market value during Q1 2025.
During Q1 2025, United Community Bank's top holdings by market value included BRK-B (14.0%)、IVV (5.8%)、EFA (3.4%). The largest single position, BRK-B, represented 14.0% of total portfolio value.
In Q1 2025, 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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