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CIK: 0002000314
Total reported value
$323.4M
$323.4M
592 檔
28.0%
At the close of Q3 2025, United Community Bank disclosed equity holdings valued at approximately $323.4M, spread across 592 reported holdings.
In Q3 2025, United Community Bank displayed an active expansion posture, initiating 22 new positions and adding to 106 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 592 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.05% | +0.17% | -0.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.60% | +0.29% | +1.34% | |
| 3 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 4.55% | -1.56% | +6.09% | |
| 4 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 3.68% | -0.02% | +1.64% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | -0.15% | +21.87% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.86% | -0.04% | +0.20% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.49% | +0.23% | +12.53% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.04% | +5.00% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.21% | +0.19% | +0.08% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | -0.43% | -0.95% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.44% | +64.79% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.10% | -0.19% | -0.72% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.07% | -0.03% | +8.35% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | — | +22.94% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.06% | -1.73% | |
| 16 | T | At&t Inc | Stock-Comm Services | 1.01% | -0.26% | -13.97% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | — | +2.32% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.27% | -11.84% | |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.96% | -0.04% | +12.11% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.32% | -17.37% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | — | +48.21% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.89% | -0.05% | +64.01% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.88% | +0.13% | +26.38% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | -0.03% | +1.64% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.80% | +0.59% | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | +0.45% | +115.44% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | +0.05% | +60.97% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.01% | -30.86% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.07% | +62.90% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 0.73% | -0.07% | -24.31% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.07% | +2.78% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.66% | +0.57% | +391.06% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | +0.02% | -2.83% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.05% | +4.76% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | +0.05% | +84.69% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.60% | -0.11% | +46.33% | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.57% | +0.05% | -27.72% | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.55% | +0.09% | — | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.02% | +7.47% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.53% | -0.06% | +1.31% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.17% | -0.41% | |
| 42 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.53% | -0.01% | -39.33% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.02% | +24.97% | |
| 44 | ENB | Enbridge Inc | Stock-Energy | 0.52% | -0.02% | -44.39% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.01% | +7.94% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.51% | -0.05% | -22.99% | |
| 47 | USB | US Bancorp | Stock-Financials | 0.50% | +0.03% | -33.50% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.07% | +2.23% | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.49% | -0.04% | +557.00% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.48% | -0.06% | +2.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAUM | Ishares Gold Trust Micro | +4.1% | +6.09% | Add |
| 2 | PBP | Invesco S&p 500 Buywrite ETF | +3.4% | +1.64% | Add |
| 3 | MSFT | Microsoft CORP | +0.9% | +21.87% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.5% | +391.06% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.5% | +115.44% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +64.79% | Add |
| 7 | NVDA | Nvidia CORP | +0.4% | -0.95% | Add |
| 8 | OKE | Oneok Inc | +0.4% | +557.00% | Add |
| 9 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +242.19% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.3% | +64.01% | Add |
| 11 | ABBV | Abbvie Inc | +0.2% | +62.90% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.64% | Add |
| 13 | IBM | Intl Business Machines CORP | +0.2% | +84.69% | Add |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +220.14% | Add |
| 15 | MO | Altria Group Inc | +0.2% | +994.11% | Add |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.2% | +3830.66% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | +22.94% | Add |
| 18 | WMB | Williams Cos Inc | +0.2% | +4333.33% | Add |
| 19 | HD | Home Depot Inc | +0.2% | +48.21% | Add |
| 20 | AVGO | Broadcom Inc | +0.2% | +4.76% | Trim |
| 21 | BLK | Blackrock Inc | +0.2% | +46.33% | Add |
| 22 | BP | Bp Plc-spons Adr | +0.2% | +173.80% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.2% | +2.78% | Add |
| 24 | C | Citigroup Inc | +0.2% | +135.62% | Add |
| 25 | MS | Morgan Stanley | +0.2% | +154.77% | Add |
| 26 | BIV | Vanguard Intermediate-term B | +0.2% | +179.89% | Add |
| 27 | PM | Philip Morris International | +0.2% | +60.97% | Add |
| 28 | ETN | Eaton Corporation plc | +0.2% | +99.64% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +183.74% | Add |
| 30 | BMY | Bristol-myers Squibb Co | +0.2% | -22.99% | Add |
| 31 | BEN | Franklin Resources Inc | +0.2% | +172.07% | Add |
| 32 | MRK | Merck & Co. Inc. | +0.1% | +104.72% | Add |
| 33 | EMR | Emerson Electric Co | +0.1% | +65.22% | Add |
| 34 | TFC | Truist Financial CORP | +0.1% | +168.98% | Add |
| 35 | TD | Toronto-dominion Bank | +0.1% | +156.83% | Add |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +83.15% | Add |
| 37 | VGIT | Vanguard Intermediate-term T | +0.1% | +106.22% | Add |
| 38 | LMT | Lockheed Martin CORP | +0.1% | +148.89% | Add |
| 39 | AMAT | Applied Materials Inc | +0.1% | -7.75% | Add |
| 40 | MDY | State Street Spdr S&p Midcap | +0.1% | +78.98% | Add |
| 41 | IP | International Paper Co | +0.1% | +219.87% | Add |
| 42 | VLO | Valero Energy CORP | +0.1% | +98.69% | Add |
| 43 | MAS | Masco CORP | +0.1% | +2427.50% | Add |
| 44 | NEE | Nextera Energy Inc | +0.1% | +53.29% | Add |
| 45 | GILD | Gilead Sciences Inc | +0.1% | +69.35% | Add |
| 46 | OHI | Omega Healthcare Investors | +0.1% | +66.72% | Add |
| 47 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -0.10% | Add |
| 48 | FLEX | Flex Ltd. | +0.1% | +14.91% | Add |
| 49 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +486.37% | Add |
| 50 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +169.69% | Add |
According to official SEC Form 13F filings, United Community Bank reported a total U.S. public equity portfolio value of $323.4M across 592 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, IVV, IAUM) accounted for 28.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPHQ
市值: $2.6M
Top Position Liquidated / Trimmed
EMN
前期市值: $1.8M
During Q3 2025, United Community Bank's top holdings by market value included BRK-B (11.1%)、IVV (5.6%)、IAUM (4.5%). The largest single position, BRK-B, represented 11.1% of total portfolio value.
In Q3 2025, United Community Bank made 200 total portfolio adjustments, initiating 22 new buys, adding to 106 positions, trimming 63 holdings, and fully liquidating 9 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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