13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002000314
Total reported value
$323.4M
$323.4M
552 檔
23.1%
As reported in its official Q4 2025 Form 13F filing, United Community Bank's tracked investment portfolio stood at $323.4M with 552 total positions.
In Q4 2025, United Community Bank adopted a defensive or profit-taking posture, trimming 112 positions and completely liquidating 38 holdings to manage risk exposure.
Showing top 200 holdings (of 552 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.93% | +0.17% | -18.96% | |
| 2 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 6.33% | -1.56% | +2.03% | |
| 3 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 4.15% | -0.02% | -10.72% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.51% | -0.04% | -2.33% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.15% | -7.68% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | +0.29% | -55.47% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.96% | +0.23% | +6.62% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.69% | +0.44% | +22.68% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.69% | +0.19% | +14.46% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.04% | -11.08% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.56% | -0.19% | +3.84% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | -0.43% | +6.56% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.31% | +0.45% | +36.26% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.27% | +0.59% | +26.77% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | — | -10.01% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.13% | +8.57% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.11% | +0.57% | +33.10% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.07% | -8.00% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.32% | -25.83% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | — | -2.42% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | — | -28.98% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.27% | -22.53% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.86% | +0.05% | -5.48% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.85% | +0.05% | +220.15% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.06% | -27.20% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | -0.05% | +3.34% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.07% | -11.08% | |
| 28 | T | At&t Inc | Stock-Comm Services | 0.78% | -0.26% | -27.55% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.77% | +0.28% | +31.44% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | +0.02% | -3.54% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | +0.05% | -5.54% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.03% | -45.16% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | -0.02% | +1.51% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.68% | -0.11% | +1.39% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.67% | -0.07% | -20.67% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.01% | -35.31% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.63% | +0.17% | +90.12% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.09% | +45.98% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.60% | -0.04% | -0.14% | |
| 40 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.57% | -0.05% | -23.62% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.10% | -15.20% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.07% | -0.06% | |
| 43 | PNC | Pnc Financial Services Group | Stock-Financials | 0.53% | +0.05% | -26.25% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | — | -2.98% | |
| 45 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.53% | -0.07% | +4.30% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.50% | -0.06% | -1.76% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.50% | EXIT | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.01% | -26.32% | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.47% | -0.04% | -20.94% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.45% | -0.10% | -14.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAUM | Ishares Gold Trust Micro | +1.8% | +2.03% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.6% | +220.15% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +22.68% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.5% | +36.26% | Add |
| 5 | VXF | Vanguard Extended Market ETF | +0.5% | +14.46% | Add |
| 6 | PBP | Invesco S&p 500 Buywrite ETF | +0.5% | -10.72% | Trim |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | +0.5% | +26.77% | Add |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +6.62% | Add |
| 9 | IAU | Ishares Gold Trust | +0.5% | +3.84% | Add |
| 10 | VXUS | Vanguard Total Intl Stock | +0.5% | +33.10% | Add |
| 11 | NVDA | Nvidia CORP | +0.4% | +6.56% | Add |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +31.44% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | -8.00% | Trim |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.3% | +8.57% | Add |
| 15 | WMT | Walmart Inc | +0.3% | +45.98% | Add |
| 16 | AAPL | Apple Inc | +0.2% | -11.08% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +57.47% | Add |
| 18 | AVGO | Broadcom Inc | +0.2% | +3.34% | Add |
| 19 | LLY | Eli Lilly & Co | +0.2% | -15.20% | Trim |
| 20 | MSFT | Microsoft CORP | +0.2% | -7.68% | Trim |
| 21 | MRK | Merck & Co. Inc. | +0.2% | -2.98% | Trim |
| 22 | GILD | Gilead Sciences Inc | +0.2% | +4.30% | Add |
| 23 | KO | Coca-cola Co/the | +0.2% | +1.51% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +16.21% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -10.01% | Trim |
| 26 | NEE | Nextera Energy Inc | +0.1% | -0.14% | Trim |
| 27 | PM | Philip Morris International | +0.1% | -5.48% | Trim |
| 28 | C | Citigroup Inc | +0.1% | +0.82% | Add |
| 29 | AXP | American Express Co | +0.1% | +0.74% | Add |
| 30 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -3.54% | Trim |
| 31 | XOM | Exxon Mobil CORP | +0.1% | -0.41% | Trim |
| 32 | MU | Micron Technology Inc | +0.1% | +445.95% | Add |
| 33 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +54.97% | Add |
| 34 | TD | Toronto-dominion Bank | +0.1% | +0.25% | Add |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +18.35% | Add |
| 36 | MS | Morgan Stanley | +0.1% | +0.10% | Add |
| 37 | VB | Vanguard Small-cap ETF | +0.1% | +560.00% | Add |
| 38 | BLK | Blackrock Inc | +0.1% | +1.39% | Add |
| 39 | CAT | Caterpillar Inc | +0.1% | +0.43% | Add |
| 40 | TFC | Truist Financial CORP | +0.1% | +1.51% | Add |
| 41 | XLV | Ss Health Care Select Sector | +0.1% | +147.90% | Add |
| 42 | COST | Costco Wholesale CORP | +0.1% | -0.06% | Trim |
| 43 | XLF | Ss Financial Select Sector | +0.1% | +154.37% | Add |
| 44 | BMY | Bristol-myers Squibb Co | +0.1% | -23.62% | Trim |
| 45 | DAL | Delta Air Lines Inc | +0.1% | -1.02% | Trim |
| 46 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -0.16% | Trim |
| 47 | ABBV | Abbvie Inc | +0.1% | -11.08% | Trim |
| 48 | APH | Amphenol Corp-cl A | +0.1% | +126.06% | Add |
| 49 | CTSH | Cognizant Tech Solutions-a | +0.1% | +168.34% | Add |
| 50 | VNQ | Vanguard Real Estate ETF | +0.1% | -3.85% | Trim |
According to official SEC Form 13F filings, United Community Bank reported a total U.S. public equity portfolio value of $323.4M across 552 disclosed positions in Q4 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, IAUM, PBP) accounted for 23.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $289.1K
Top Position Liquidated / Trimmed
VCIT
前期市值: $3.5M
During Q4 2025, United Community Bank's top holdings by market value included BRK-B (10.9%)、IAUM (6.3%)、PBP (4.2%). The largest single position, BRK-B, represented 10.9% of total portfolio value.
In Q4 2025, United Community Bank made 200 total portfolio adjustments, initiating 7 new buys, adding to 43 positions, trimming 112 holdings, and fully liquidating 38 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.