United Community Bank

GREENVILLE, SC · CIK 2000314 · 13F filing filed 2025-02-07

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

$256.9m reported value +0.3% vs Q3 2024

405positions

34.2%in top 10

62 new 85 added 121 reduced 18 sold out vs Q3 2024

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, Q4 2024

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	70,506	$32.0m12.44%	12.44%	Reduced -1.5k	-1,461 -2.0%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	27,744	$16.3m6.36%	6.36%	Reduced -435	-435 -1.5%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	120,756	$9.1m3.55%	3.55%	Reduced -111	-111 -0.1%
4	MICROSOFT CORP COM MSFT	MSFT	15,654	$6.6m2.57%	2.57%	Reduced -123	-123 -0.8%
5	APPLE INC COM AAPL	AAPL	19,836	$5.0m1.93%	1.93%	Added +602	+602 3.1%
6	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	22,863	$4.3m1.69%	1.69%	Reduced -145	-145 -0.6%
7	ISHARES TR CORE S&P MCP ETF IJH	IJH	68,507	$4.3m1.66%	1.66%	Reduced -140	-140 -0.2%
8	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	113,869	$3.5m1.36%	1.36%	Reduced -160	-160 -0.1%
9	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	43,076	$3.5m1.35%	1.35%	Added +1.3k	+1,290 3.1%
10	CHEVRON CORP NEW COM CVX	CVX	23,071	$3.3m1.30%	1.30%	Added +505	+505 2.2%
11	DARDEN RESTAURANTS INC COM DRI	DRI	17,803	$3.3m1.29%	1.29%	Added +12.3k	+12,260 221.2%
12	CISCO SYS INC COM CSCO	CSCO	54,409	$3.2m1.25%	1.25%	Added +1.4k	+1,365 2.6%
13	COCA COLA CO COM KO	KO	47,270	$2.9m1.15%	1.15%	Added +1.6k	+1,570 3.4%
14	AMAZON COM INC COM AMZN	AMZN	13,293	$2.9m1.14%	1.14%	Added +125	+125 0.9%
15	JOHNSON & JOHNSON COM JNJ	JNJ	19,492	$2.8m1.10%	1.10%	Added +469	+469 2.5%
16	CATERPILLAR INC COM CAT	CAT	7,671	$2.8m1.08%	1.08%	Added +40	+40 0.5%
17	META PLATFORMS INC CL A META	META	4,718	$2.8m1.08%	1.08%	Reduced -70	-70 -1.5%
18	ISHARES GOLD TR ISHARES NEW IAU	IAU	53,568	$2.7m1.03%	1.03%	Reduced -10	-10 -0.0%
19	GENERAL MLS INC COM GIS	GIS	37,800	$2.4m0.94%	0.94%	Added +1.1k	+1,115 3.0%
20	ENBRIDGE INC COM ENB	ENB	56,597	$2.4m0.93%	0.93%	Added +2.2k	+2,245 4.1%
21	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	46,003	$2.4m0.93%	0.93%	Added +4.2k	+4,234 10.1%
22	MERCK & CO INC COM MRK	MRK	23,666	$2.4m0.92%	0.92%	Added +960	+960 4.2%
23	PAYCHEX INC COM PAYX	PAYX	16,132	$2.3m0.88%	0.88%	Added +495	+495 3.2%
24	MCDONALDS CORP COM MCD	MCD	7,801	$2.3m0.88%	0.88%	Added +325	+325 4.3%
25	TARGET CORP COM TGT	TGT	16,576	$2.2m0.87%	0.87%	Added +13.3k	+13,305 406.8%
26	PACKAGING CORP AMER COM PKG	PKG	9,930	$2.2m0.87%	0.87%	Added +40	+40 0.4%
27	JPMORGAN CHASE & CO COM JPM	JPM	9,152	$2.2m0.85%	0.85%	Reduced -354	-354 -3.7%
28	ISHARES TR CORE S&P SCP ETF IJR	IJR	18,937	$2.2m0.85%	0.85%	Reduced -135	-135 -0.7%
29	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	49,184	$2.2m0.84%	0.84%	Added +2.1k	+2,137 4.5%
30	HOME DEPOT INC COM HD	HD	5,496	$2.1m0.83%	0.83%	Reduced -107	-107 -1.9%
31	PROGRESSIVE CORP COM PGR	PGR	8,586	$2.1m0.80%	0.80%	Added +6.4k	+6,372 287.8%
32	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,652	$1.9m0.75%	0.75%	Added +35	+35 0.5%
33	US BANCORP DEL COM NEW USB	USB	40,270	$1.9m0.75%	0.75%	Added +1.6k	+1,555 4.0%
34	AMERICAN ELEC PWR CO INC COM AEP	AEP	20,555	$1.9m0.74%	0.74%	Added +20.1k	+20,055 4011.0%
35	NVIDIA CORPORATION COM NVDA	NVDA	14,028	$1.9m0.73%	0.73%	Reduced -728	-728 -4.9%
36	HP INC COM HPQ	HPQ	57,411	$1.9m0.73%	0.73%	Added +50.0k	+50,000 674.7%
37	COSTCO WHSL CORP NEW COM COST	COST	2,021	$1.9m0.72%	0.72%	Reduced -55	-55 -2.6%
38	ISHARES TR CORE US AGGBD ET AGG	AGG	18,832	$1.8m0.71%	0.71%	Reduced -200	-200 -1.1%
39	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,282	$1.8m0.68%	0.68%	Reduced -60	-60 -0.6%
40	ISHARES TR NATIONAL MUN ETF MUB	MUB	15,826	$1.7m0.66%	0.66%	Reduced -1.6k	-1,640 -9.4%
41	PRICE T ROWE GROUP INC COM TROW	TROW	14,220	$1.6m0.63%	0.63%	New
42	MASTERCARD INCORPORATED CL A MA	MA	2,943	$1.5m0.60%	0.60%	Reduced -45	-45 -1.5%
43	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,559	$1.5m0.59%	0.59%	Unchanged
44	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	16,973	$1.5m0.59%	0.59%	Added +43	+43 0.2%
45	EXXON MOBIL CORP COM XOM	XOM	13,775	$1.5m0.58%	0.58%	Added +73	+73 0.5%
46	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	5,036	$1.5m0.57%	0.57%	Added +25	+25 0.5%
47	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	15,650	$1.5m0.56%	0.56%	Reduced -2.9k	-2,945 -15.8%
48	ALPHABET INC CAP STK CL C GOOG	GOOG	7,497	$1.4m0.56%	0.56%	Added +75	+75 1.0%
49	ISHARES TR EXPANDED TECH IGV	IGV	14,247	$1.4m0.56%	0.56%	Unchanged
50	VISA INC COM CL A V	V	4,141	$1.3m0.51%	0.51%	Added +2	+2 0.1%
51	BROADCOM INC COM AVGO	AVGO	5,425	$1.3m0.49%	0.49%	Added +210	+210 4.0%
52	AT&T INC COM T	T	55,094	$1.3m0.49%	0.49%	Reduced -1.2k	-1,154 -2.0%
53	PHILIP MORRIS INTL INC COM PM	PM	10,238	$1.2m0.48%	0.48%	Reduced -385	-385 -3.6%
54	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	30,399	$1.2m0.47%	0.47%	Added +4.3k	+4,255 16.3%
55	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,972	$1.2m0.45%	0.45%	Reduced -90	-90 -4.4%
56	PUBLIC STORAGE COM PSA	PSA	3,810	$1.1m0.44%	0.44%	Added +430	+430 12.7%
57	KRAFT HEINZ CO COM KHC	KHC	36,763	$1.1m0.44%	0.44%	Added +5.1k	+5,130 16.2%
58	ISHARES TR PFD AND INCM SEC PFF	PFF	35,853	$1.1m0.44%	0.44%	Unchanged
59	FISERV INC COM FISV	FISV	5,429	$1.1m0.43%	0.43%	Reduced -15	-15 -0.3%
60	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,035	$1.1m0.43%	0.43%	Reduced -39	-39 -0.8%
61	BOOKING HOLDINGS INC COM BKNG	BKNG	220	$1.1m0.43%	0.43%	Reduced -60	-60 -21.4%
62	WALMART INC COM WMT	WMT	12,058	$1.1m0.42%	0.42%	Reduced -123	-123 -1.0%
63	ABBVIE INC COM ABBV	ABBV	5,942	$1.1m0.41%	0.41%	Added +107	+107 1.8%
64	ADOBE INC COM ADBE	ADBE	2,373	$1.1m0.41%	0.41%	Added +195	+195 8.9%
65	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	18,059	$1.1m0.41%	0.41%	Reduced -97	-97 -0.5%
66	UNITEDHEALTH GROUP INC COM UNH	UNH	2,075	$1.0m0.41%	0.41%	Reduced -335	-335 -13.9%
67	CSX CORP COM CSX	CSX	32,092	$1.0m0.40%	0.40%	Reduced -15	-15 -0.1%
68	SALESFORCE INC COM CRM	CRM	3,040	$1.0m0.40%	0.40%	Added +165	+165 5.7%
69	DISNEY WALT CO COM DIS	DIS	9,107	$1.0m0.39%	0.39%	Added +950	+950 11.7%
70	NEXTERA ENERGY INC COM NEE	NEE	13,591	$974.3k0.38%	0.38%	Added +910	+910 7.2%
71	BLACKROCK INC COM BLK	BLK	948	$971.8k0.38%	0.38%	New
72	ORACLE CORP COM ORCL	ORCL	5,830	$971.5k0.38%	0.38%	Unchanged
73	DOW INC COM DOW	DOW	23,950	$961.1k0.37%	0.37%	Added +4.1k	+4,060 20.4%
74	AMERICAN EXPRESS CO COM AXP	AXP	3,204	$950.9k0.37%	0.37%	Unchanged
75	ELI LILLY & CO COM LLY	LLY	1,197	$924.1k0.36%	0.36%	Added +120	+120 11.1%
76	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	15,480	$875.5k0.34%	0.34%	Reduced -190	-190 -1.2%
77	UNITED PARCEL SERVICE INC CL B UPS	UPS	6,929	$873.7k0.34%	0.34%	Added +30	+30 0.4%
78	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	4,256	$840.5k0.33%	0.33%	Reduced -1.1k	-1,065 -20.0%
79	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,017	$827.9k0.32%	0.32%	Added +617	+617 44.1%
80	PROCTER AND GAMBLE CO COM PG	PG	4,660	$781.2k0.30%	0.30%	Reduced -37	-37 -0.8%
81	COMCAST CORP NEW CL A CMCSA	CMCSA	20,788	$780.2k0.30%	0.30%	Reduced -295	-295 -1.4%
82	VERIZON COMMUNICATIONS INC COM VZ	VZ	19,491	$779.4k0.30%	0.30%	Reduced -601	-601 -3.0%
83	PFIZER INC COM PFE	PFE	29,135	$773.0k0.30%	0.30%	Reduced -310	-310 -1.1%
84	SPDR GOLD TR GOLD SHS GLD	GLD	3,136	$759.3k0.30%	0.30%	Reduced -1	-1 -0.0%
85	APPLIED MATLS INC COM AMAT	AMAT	4,546	$739.3k0.29%	0.29%	Added +2.6k	+2,650 139.8%
86	DUKE ENERGY CORP NEW COM NEW DUK	DUK	6,806	$733.3k0.29%	0.29%	Reduced -70	-70 -1.0%
87	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,069	$727.9k0.28%	0.28%	Added +30	+30 1.5%
88	STARBUCKS CORP COM SBUX	SBUX	7,820	$713.6k0.28%	0.28%	Reduced -695	-695 -8.2%
89	SCHWAB CHARLES CORP COM SCHW	SCHW	9,580	$709.0k0.28%	0.28%	Reduced -270	-270 -2.7%
90	ISHARES TR SELECT DIVID ETF DVY	DVY	5,300	$695.8k0.27%	0.27%	Unchanged
91	IQVIA HLDGS INC COM IQV	IQV	3,502	$688.2k0.27%	0.27%	Reduced -110	-110 -3.0%
92	TRAVELERS COMPANIES INC COM TRV	TRV	2,796	$673.5k0.26%	0.26%	Reduced -88	-88 -3.0%
93	ELEVANCE HEALTH INC COM ELV	ELV	1,760	$649.3k0.25%	0.25%	Added +154	+154 9.6%
94	EMERSON ELEC CO COM EMR	EMR	5,107	$632.9k0.25%	0.25%	Reduced -80	-80 -1.5%
95	QUALCOMM INC COM QCOM	QCOM	4,102	$630.1k0.25%	0.25%	Added +524	+524 14.7%
96	PULTE GROUP INC COM PHM	PHM	5,749	$626.1k0.24%	0.24%	Added +160	+160 2.9%
97	ISHARES TR S&P MC 400GR ETF IJK	IJK	6,861	$623.9k0.24%	0.24%	Unchanged
98	CARMAX INC COM KMX	KMX	7,234	$591.5k0.23%	0.23%	Added +65	+65 0.9%
99	DIAGEO PLC SPON ADR NEW DEO	DEO	4,610	$586.1k0.23%	0.23%	Added +615	+615 15.4%
100	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,636	$582.5k0.23%	0.23%	Added +10	+10 0.4%

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
ALLIANT ENERGY CORP LNT	LNT	27,764	$1.7m27.8k shares
BLACKROCK INC BLK	BLK	977	$927.7k977 shares
ISHARES TR IBDP	IBDP	7,273	$183.4k7.3k shares
ISHARES TR IBTI	IBTI	6,765	$152.2k6.8k shares
APTIV PLC 99911EUR	99911EUR	2,111	$152.0k2.1k shares
HOST HOTELS & RESORTS INC HST	HST	8,128	$143.1k8.1k shares
EQUITY COMWLTH EQC	EQC	4,450	$88.6k4.5k shares
BRITISH AMERN TOB PLC BTI	BTI	2,076	$75.9k2.1k shares
ISHARES TR		3,098	$72.6k3.1k shares
ISHARES TR IBTG	IBTG	2,992	$69.0k3.0k shares
SPDR SER TR SHM	SHM	1,325	$63.8k1.3k shares
ISHARES TR IBTE	IBTE	2,039	$48.9k2.0k shares
CROWN CASTLE INC CCI	CCI	375	$44.5k375 shares
DISCOVER FINL SVCS DFS	DFS	250	$35.1k250 shares
ISHARES TR MBB	MBB	344	$33.0k344 shares
ISHARES TR IBDU	IBDU	1,075	$25.3k1.1k shares
ISHARES TR IBDS	IBDS	861	$21.0k861 shares
VERISIGN INC VRSN	VRSN	93	$17.7k93 shares