United Community Bank

GREENVILLE, SC · CIK 2000314 · 13F filing filed 2023-11-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityUnited Community Bank (US)
Part of UNITED COMMUNITY BANKS, INC. (US)

Other 13F filers in this group: UNITED COMMUNITY BANKS INC files a notice

Kindbank or insurer
Others nearbyGreenville, SC
FamilyUNITED COMMUNITY BANKS, INC. · 2 related pages

As an employer

US visa salary filings

Filings FY20253
Median salary offered$69,211
Middle half$69,211 – $124,606
Job titles2

Job title	Filings	Median	Range
Financial Model Development AnalystGreenville, SC	2	$69,211	$69,211 – $69,211
Director Of Credit Risk ModelsGreenville, SC	1	$180,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: United Community Bank.

$204.1m reported value +79.2% vs Q2 2023

338positions

36.6%in top 10

121 new 127 added 31 reduced 10 sold out vs Q2 2023

This report includes the holdings of 1 other manager that shares the investment decisions:

UNITED COMMUNITY BANKS INC – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q3 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	74,071	$25.9m12.71%	12.71%	Reduced -472	-472 -0.6%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	29,082	$12.5m6.12%	6.12%	Added +11.2k	+11,153 62.2%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	139,353	$9.6m4.71%	4.71%	New
4	MICROSOFT CORP COM MSFT	MSFT	20,314	$6.4m3.14%	3.14%	Added +15.2k	+15,194 296.8%
5	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	28,125	$4.0m1.98%	1.98%	New
6	ISHARES TR CORE S&P MCP ETF IJH	IJH	15,797	$3.9m1.93%	1.93%	New
7	ISHARES TR IBOXX INV CP ETF LQD	LQD	36,343	$3.7m1.82%	1.82%	New
8	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	64,823	$3.2m1.58%	1.58%	New
9	EATON CORP PLC SHS ETN	ETN	12,910	$2.8m1.35%	1.35%	Added +1.2k	+1,239 10.6%
10	MERCK & CO INC COM MRK	MRK	25,653	$2.6m1.29%	1.29%	Added +3.6k	+3,608 16.4%
11	ISHARES TR NATIONAL MUN ETF MUB	MUB	25,706	$2.6m1.29%	1.29%	Added +24.1k	+24,066 1467.4%
12	PFIZER INC COM PFE	PFE	78,242	$2.6m1.27%	1.27%	Added +34.0k	+33,973 76.7%
13	UNITED PARCEL SERVICE INC CL B UPS	UPS	16,008	$2.5m1.22%	1.22%	Added +5.6k	+5,608 53.9%
14	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	62,908	$2.5m1.21%	1.21%	Added +62.4k	+62,418 12738.4%
15	HOME DEPOT INC COM HD	HD	7,492	$2.3m1.11%	1.11%	Added +6.3k	+6,298 527.5%
16	ISHARES TR CORE S&P SCP ETF IJR	IJR	23,171	$2.2m1.07%	1.07%	New
17	MCDONALDS CORP COM MCD	MCD	8,295	$2.2m1.07%	1.07%	Added +511	+511 6.6%
18	CISCO SYS INC COM CSCO	CSCO	39,483	$2.1m1.04%	1.04%	Added +645	+645 1.7%
19	CATERPILLAR INC COM CAT	CAT	7,725	$2.1m1.03%	1.03%	Added +5	+5 0.1%
20	APPLE INC COM AAPL	AAPL	11,943	$2.0m1.00%	1.00%	Reduced -95	-95 -0.8%
21	SOUTHERN CO COM SO	SO	31,407	$2.0m1.00%	1.00%	Added +7.7k	+7,697 32.5%
22	PAYCHEX INC COM PAYX	PAYX	17,064	$2.0m0.96%	0.96%	Added +1.8k	+1,784 11.7%
23	JPMORGAN CHASE & CO COM JPM	JPM	13,498	$2.0m0.96%	0.96%	Added +10.2k	+10,165 305.0%
24	EXXON MOBIL CORP COM XOM	XOM	16,354	$1.9m0.94%	0.94%	Added +15.2k	+15,229 1353.7%
25	ENBRIDGE INC COM ENB	ENB	55,241	$1.8m0.90%	0.90%	Added +1.3k	+1,305 2.4%
26	VERIZON COMMUNICATIONS INC COM VZ	VZ	55,006	$1.8m0.87%	0.87%	Added +20.8k	+20,785 60.7%
27	WASTE MGMT INC DEL COM WM	WM	11,621	$1.8m0.87%	0.87%	Added +85	+85 0.7%
28	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	22,937	$1.7m0.85%	0.85%	New
29	COCA COLA CO COM KO	KO	30,938	$1.7m0.85%	0.85%	Added +210	+210 0.7%
30	PACKAGING CORP AMER COM PKG	PKG	11,005	$1.7m0.83%	0.83%	Added +55	+55 0.5%
31	CONSOLIDATED EDISON INC COM ED	ED	18,858	$1.6m0.79%	0.79%	Added +140	+140 0.8%
32	META PLATFORMS INC CL A META	META	5,372	$1.6m0.79%	0.79%	Added +1.9k	+1,924 55.8%
33	PRUDENTIAL FINL INC COM PRU	PRU	16,735	$1.6m0.78%	0.78%	Added +95	+95 0.6%
34	ISHARES U S ETF TR GSCI CMDTY STGY COMT	COMT	54,046	$1.6m0.77%	0.77%	New
35	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	16,553	$1.6m0.77%	0.77%	Added +71	+71 0.4%
36	ALPHABET INC CAP STK CL A GOOGL	GOOGL	11,570	$1.5m0.74%	0.74%	Added +85	+85 0.7%
37	ISHARES TR PFD AND INCM SEC PFF	PFF	50,164	$1.5m0.74%	0.74%	New
38	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,038	$1.5m0.73%	0.73%	Added +5.4k	+5,392 327.6%
39	ISHARES TR EXPANDED TECH IGV	IGV	4,336	$1.5m0.72%	0.72%	New
40	ALLIANT ENERGY CORP COM LNT	LNT	28,780	$1.4m0.68%	0.68%	Added +310	+310 1.1%
41	UNITEDHEALTH GROUP INC COM UNH	UNH	2,730	$1.4m0.67%	0.67%	Added +1.4k	+1,379 102.1%
42	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	8,368	$1.4m0.67%	0.67%	New
43	US BANCORP DEL COM NEW USB	USB	40,082	$1.3m0.65%	0.65%	Added +4.0k	+4,019 11.1%
44	ELI LILLY & CO COM LLY	LLY	2,460	$1.3m0.65%	0.65%	Added +1.6k	+1,588 182.1%
45	MASTERCARD INCORPORATED CL A MA	MA	3,279	$1.3m0.64%	0.64%	Unchanged
46	JOHNSON & JOHNSON COM JNJ	JNJ	8,198	$1.3m0.63%	0.63%	Added +7.3k	+7,281 794.0%
47	ISHARES TR CORE US AGGBD ET AGG	AGG	13,307	$1.3m0.61%	0.61%	New
48	AMAZON COM INC COM AMZN	AMZN	9,683	$1.2m0.60%	0.60%	Added +50	+50 0.5%
49	3M CO COM MMM	MMM	12,708	$1.2m0.58%	0.58%	Added +365	+365 3.0%
50	INVESCO CURRENCYSHARES SWISS SWISS FRANC FXF	FXF	12,110	$1.2m0.58%	0.58%	New
51	ISHARES GOLD TR ISHARES NEW IAU	IAU	31,392	$1.1m0.54%	0.54%	Unchanged
52	ISHARES TR IBONDS 23 TRM TS IBONDS 23 TRM TS		44,000	$1.1m0.54%	0.54%	Unchanged
53	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,514	$1.1m0.53%	0.53%	Added +1.6k	+1,585 170.6%
54	NVIDIA CORPORATION COM NVDA	NVDA	2,399	$1.0m0.51%	0.51%	Added +1.7k	+1,719 252.8%
55	PROCTER AND GAMBLE CO COM PG	PG	6,957	$1.0m0.50%	0.50%	Added +4.8k	+4,778 219.3%
56	ISHARES TR SHORT TREAS BD SHV	SHV	8,860	$978.8k0.48%	0.48%	New
57	PHILIP MORRIS INTL INC COM PM	PM	10,330	$956.4k0.47%	0.47%	Added +8.0k	+8,037 350.5%
58	BOOKING HOLDINGS INC COM BKNG	BKNG	301	$928.3k0.45%	0.45%	Added +3	+3 1.0%
59	NEXTERA ENERGY INC COM NEE	NEE	15,503	$888.2k0.44%	0.44%	Added +14.6k	+14,603 1622.6%
60	VISA INC COM CL A V	V	3,796	$873.1k0.43%	0.43%	Added +933	+933 32.6%
61	WALMART INC COM WMT	WMT	5,365	$858.0k0.42%	0.42%	New
62	EMERSON ELEC CO COM EMR	EMR	8,596	$830.1k0.41%	0.41%	New
63	IQVIA HLDGS INC COM IQV	IQV	4,140	$814.5k0.40%	0.40%	Added +45	+45 1.1%
64	ADOBE INC COM ADBE	ADBE	1,575	$803.1k0.39%	0.39%	Reduced -5	-5 -0.3%
65	CENCORA INC COM COR	COR	4,172	$750.8k0.37%	0.37%	Added +50	+50 1.2%
66	SCHWAB CHARLES CORP COM SCHW	SCHW	13,640	$748.8k0.37%	0.37%	Added +2.9k	+2,850 26.4%
67	SPDR GOLD TR GOLD SHS GLD	GLD	4,247	$728.1k0.36%	0.36%	Added +1.1k	+1,100 35.0%
68	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,102	$715.8k0.35%	0.35%	Added +3.0k	+2,987 141.2%
69	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,289	$703.0k0.34%	0.34%	Added +1.5k	+1,489 186.1%
70	ORACLE CORP COM ORCL	ORCL	6,485	$686.9k0.34%	0.34%	Added +6.4k	+6,406 8108.9%
71	ISHARES TR SELECT DIVID ETF DVY	DVY	6,151	$662.1k0.32%	0.32%	New
72	ISHARES TR S&P MC 400GR ETF IJK	IJK	8,802	$635.9k0.31%	0.31%	New
73	ELEVANCE HEALTH INC COM ELV	ELV	1,410	$613.9k0.30%	0.30%	Added +15	+15 1.1%
74	FISERV INC COM FISV	FISV	5,356	$605.0k0.30%	0.30%	Added +345	+345 6.9%
75	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	13,859	$535.6k0.26%	0.26%	Reduced -879	-879 -6.0%
76	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	18,207	$533.8k0.26%	0.26%	Reduced -642	-642 -3.4%
77	KIMBERLY-CLARK CORP COM KMB	KMB	4,356	$526.4k0.26%	0.26%	New
78	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,031	$524.1k0.26%	0.26%	Added +75	+75 1.3%
79	TRAVELERS COMPANIES INC COM TRV	TRV	3,187	$520.5k0.26%	0.26%	Added +2.1k	+2,062 183.3%
80	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	5,082	$512.9k0.25%	0.25%	New
81	ISHARES TR 1 3 YR TREAS BD SHY	SHY	6,295	$509.7k0.25%	0.25%	Unchanged
82	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,814	$497.3k0.24%	0.24%	Added +1.9k	+1,950 225.7%
83	S&P GLOBAL INC COM SPGI	SPGI	1,360	$497.0k0.24%	0.24%	Added +863	+863 173.6%
84	VALERO ENERGY CORP COM VLO	VLO	3,341	$473.5k0.23%	0.23%	Added +2.7k	+2,749 464.4%
85	PEPSICO INC COM PEP	PEP	2,728	$462.2k0.23%	0.23%	Added +2.2k	+2,174 392.4%
86	QUALCOMM INC COM QCOM	QCOM	4,140	$459.8k0.23%	0.23%	Added +535	+535 14.8%
87	INTEL CORP COM INTC	INTC	12,759	$453.6k0.22%	0.22%	Added +6.2k	+6,238 95.7%
88	ON SEMICONDUCTOR CORP COM ON	ON	4,864	$452.1k0.22%	0.22%	Added +259	+259 5.6%
89	ISHARES TR IBONDS DEC23 ETF IBONDS DEC23 ETF		17,634	$447.2k0.22%	0.22%	New
90	DISNEY WALT CO COM DIS	DIS	5,470	$443.3k0.22%	0.22%	Added +370	+370 7.2%
91	CHEVRON CORP NEW COM CVX	CVX	2,519	$424.8k0.21%	0.21%	Added +30	+30 1.2%
92	INVESCO EXCH TRADED FD TR II PFD ETF PGX	PGX	38,378	$420.2k0.21%	0.21%	Reduced -1.1k	-1,110 -2.8%
93	AIR PRODS & CHEMS INC COM APD	APD	1,435	$406.7k0.20%	0.20%	Added +15	+15 1.1%
94	CARMAX INC COM KMX	KMX	5,679	$401.7k0.20%	0.20%	Added +60	+60 1.1%
95	BROADCOM INC COM AVGO	AVGO	465	$386.2k0.19%	0.19%	Reduced -190	-190 -29.0%
96	TARGET CORP COM TGT	TGT	3,461	$382.7k0.19%	0.19%	Added +1.5k	+1,530 79.2%
97	METLIFE INC COM MET	MET	5,916	$372.2k0.18%	0.18%	Added +3.6k	+3,594 154.8%
98	ISHARES TR EXPND TEC SC ETF IGM	IGM	970	$370.7k0.18%	0.18%	New
99	MARRIOTT INTL INC NEW CL A MAR	MAR	1,886	$370.7k0.18%	0.18%	Added +1.0k	+1,021 118.0%
100	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	6,867	$367.5k0.18%	0.18%	Reduced -498	-498 -6.8%

Sold out since Q2 2023

Security	Ticker	Shares held before	Value then
EXELON CORP EXC	EXC	3,150	$128.3k3.1k shares
COSTCO WHSL CORP NEW COST	COST	186	$100.1k186 shares
INGREDION INC INGR	INGR	815	$86.3k815 shares
AFLAC INC AFL	AFL	1,200	$83.8k1.2k shares
ACTIVISION BLIZZARD INC ATVI	ATVI	870	$73.3k870 shares
BARRICK GOLD CORP		2,925	$49.5k2.9k shares
TJX COS INC NEW TJX	TJX	306	$25.9k306 shares
ALTRIA GROUP INC MO	MO	532	$24.1k532 shares
CDW CORP CDW	CDW	102	$18.7k102 shares
ISHARES TR STIP	STIP	163	$15.9k163 shares