United Community Bank

GREENVILLE, SC · CIK 2000314 · 13F filing filed 2025-05-02

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

$268.4m reported value +4.5% vs Q4 2024

487positions

33.9%in top 10

112 new 147 added 111 reduced 30 sold out vs Q4 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, Q1 2025

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	70,459	$37.5m13.98%	13.98%	Reduced -47	-47 -0.1%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	27,844	$15.6m5.83%	5.83%	Added +100	+100 0.4%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	111,107	$9.1m3.38%	3.38%	Reduced -9.6k	-9,649 -8.0%
4	MICROSOFT CORP COM MSFT	MSFT	16,650	$6.3m2.33%	2.33%	Added +996	+996 6.4%
5	APPLE INC COM AAPL	AAPL	18,127	$4.0m1.50%	1.50%	Reduced -1.7k	-1,709 -8.6%
6	ISHARES TR CORE S&P MCP ETF IJH	IJH	67,217	$3.9m1.46%	1.46%	Reduced -1.3k	-1,290 -1.9%
7	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	22,317	$3.8m1.43%	1.43%	Reduced -546	-546 -2.4%
8	CHEVRON CORP NEW COM CVX	CVX	22,521	$3.8m1.40%	1.40%	Reduced -550	-550 -2.4%
9	AT&T INC COM T	T	125,197	$3.5m1.32%	1.32%	Added +70.1k	+70,103 127.2%
10	CISCO SYS INC COM CSCO	CSCO	53,579	$3.3m1.23%	1.23%	Reduced -830	-830 -1.5%
11	ISHARES GOLD TR ISHARES NEW IAU	IAU	55,846	$3.3m1.23%	1.23%	Added +2.3k	+2,278 4.2%
12	JOHNSON & JOHNSON COM JNJ	JNJ	19,801	$3.3m1.22%	1.22%	Added +309	+309 1.6%
13	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	39,534	$3.2m1.20%	1.20%	Reduced -3.5k	-3,542 -8.2%
14	DARDEN RESTAURANTS INC COM DRI	DRI	15,199	$3.2m1.18%	1.18%	Reduced -2.6k	-2,604 -14.6%
15	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	101,233	$3.1m1.16%	1.16%	Reduced -12.6k	-12,636 -11.1%
16	DUKE ENERGY CORP NEW COM NEW DUK	DUK	24,826	$3.0m1.13%	1.13%	Added +18.0k	+18,020 264.8%
17	META PLATFORMS INC CL A META	META	5,153	$3.0m1.11%	1.11%	Added +435	+435 9.2%
18	KIMBERLY-CLARK CORP COM KMB	KMB	18,518	$2.6m0.98%	0.98%	Added +14.3k	+14,309 340.0%
19	ENBRIDGE INC COM ENB	ENB	58,677	$2.6m0.97%	0.97%	Added +2.1k	+2,080 3.7%
20	AMAZON COM INC COM AMZN	AMZN	13,245	$2.5m0.94%	0.94%	Reduced -48	-48 -0.4%
21	ISHARES TR CORE S&P SCP ETF IJR	IJR	23,408	$2.4m0.91%	0.91%	Added +4.5k	+4,471 23.6%
22	MEDTRONIC PLC SHS MDT	MDT	26,687	$2.4m0.89%	0.89%	Added +20.2k	+20,190 310.8%
23	JPMORGAN CHASE & CO COM JPM	JPM	9,567	$2.3m0.87%	0.87%	Added +415	+415 4.5%
24	PNC FINL SVCS GROUP INC COM PNC	PNC	12,325	$2.2m0.81%	0.81%	Added +10.8k	+10,759 687.0%
25	AMERICAN ELEC PWR CO INC COM AEP	AEP	19,636	$2.1m0.80%	0.80%	Reduced -919	-919 -4.5%
26	NVIDIA CORPORATION COM NVDA	NVDA	19,616	$2.1m0.79%	0.79%	Added +5.6k	+5,588 39.8%
27	AMGEN INC COM AMGN	AMGN	6,767	$2.1m0.79%	0.79%	Added +6.8k	+6,758 75088.9%
28	US BANCORP DEL COM NEW USB	USB	49,066	$2.1m0.77%	0.77%	Added +8.8k	+8,796 21.8%
29	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	45,303	$2.1m0.76%	0.76%	Reduced -3.9k	-3,881 -7.9%
30	HOME DEPOT INC COM HD	HD	5,489	$2.0m0.75%	0.75%	Reduced -7	-7 -0.1%
31	PUBLIC STORAGE COM PSA	PSA	6,516	$2.0m0.73%	0.73%	Added +2.7k	+2,706 71.0%
32	GENUINE PARTS CO COM GPC	GPC	16,251	$1.9m0.72%	0.72%	Added +15.9k	+15,894 4452.1%
33	TARGET CORP COM TGT	TGT	18,525	$1.9m0.72%	0.72%	Added +1.9k	+1,949 11.8%
34	COSTCO WHSL CORP NEW COM COST	COST	1,960	$1.9m0.69%	0.69%	Reduced -61	-61 -3.0%
35	EASTMAN CHEM CO COM EMN	EMN	20,732	$1.8m0.68%	0.68%	New
36	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,607	$1.8m0.68%	0.68%	Reduced -45	-45 -0.7%
37	PACKAGING CORP AMER COM PKG	PKG	9,164	$1.8m0.68%	0.68%	Reduced -766	-766 -7.7%
38	HP INC COM HPQ	HPQ	65,040	$1.8m0.67%	0.67%	Added +7.6k	+7,629 13.3%
39	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	34,133	$1.8m0.67%	0.67%	Reduced -11.9k	-11,870 -25.8%
40	EXXON MOBIL CORP COM XOM	XOM	14,406	$1.7m0.64%	0.64%	Added +631	+631 4.6%
41	ISHARES TR CORE US AGGBD ET AGG	AGG	17,309	$1.7m0.64%	0.64%	Reduced -1.5k	-1,523 -8.1%
42	ISHARES TR NATIONAL MUN ETF MUB	MUB	15,826	$1.7m0.62%	0.62%	Unchanged
43	PRICE T ROWE GROUP INC COM TROW	TROW	18,118	$1.7m0.62%	0.62%	Added +3.9k	+3,898 27.4%
44	MASTERCARD INCORPORATED CL A MA	MA	3,033	$1.7m0.62%	0.62%	Added +90	+90 3.1%
45	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,699	$1.7m0.62%	0.62%	Added +1.4k	+1,417 15.3%
46	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	5,285	$1.6m0.60%	0.60%	Added +249	+249 4.9%
47	PHILIP MORRIS INTL INC COM PM	PM	9,893	$1.6m0.59%	0.59%	Reduced -345	-345 -3.4%
48	VISA INC COM CL A V	V	4,455	$1.6m0.58%	0.58%	Added +314	+314 7.6%
49	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	16,479	$1.5m0.56%	0.56%	Reduced -494	-494 -2.9%
50	COCA COLA CO COM KO	KO	20,472	$1.5m0.55%	0.55%	Reduced -26.8k	-26,798 -56.7%
51	ALPHABET INC CAP STK CL C GOOG	GOOG	8,806	$1.4m0.51%	0.51%	Added +1.3k	+1,309 17.5%
52	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	15,575	$1.4m0.51%	0.51%	Reduced -75	-75 -0.5%
53	ABBVIE INC COM ABBV	ABBV	6,439	$1.3m0.50%	0.50%	Added +497	+497 8.4%
54	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	33,207	$1.3m0.50%	0.50%	Added +2.8k	+2,808 9.2%
55	ISHARES TR EXPANDED TECH IGV	IGV	14,247	$1.3m0.47%	0.47%	Unchanged
56	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,139	$1.3m0.47%	0.47%	Reduced -420	-420 -6.4%
57	FISERV INC COM FISV	FISV	5,660	$1.2m0.47%	0.47%	Added +231	+231 4.2%
58	VERIZON COMMUNICATIONS INC COM VZ	VZ	26,132	$1.2m0.44%	0.44%	Added +6.6k	+6,641 34.1%
59	BROADCOM INC COM AVGO	AVGO	7,072	$1.2m0.44%	0.44%	Added +1.6k	+1,647 30.4%
60	ELI LILLY & CO COM LLY	LLY	1,383	$1.1m0.43%	0.43%	Added +186	+186 15.5%
61	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	36,615	$1.1m0.43%	0.43%	New
62	BLACKROCK INC COM BLK	BLK	1,205	$1.1m0.42%	0.42%	Added +257	+257 27.1%
63	WALMART INC COM WMT	WMT	12,947	$1.1m0.42%	0.42%	Added +889	+889 7.4%
64	UNITEDHEALTH GROUP INC COM UNH	UNH	2,163	$1.1m0.42%	0.42%	Added +88	+88 4.2%
65	BOOKING HOLDINGS INC COM BKNG	BKNG	235	$1.1m0.40%	0.40%	Added +15	+15 6.8%
66	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,902	$1.1m0.40%	0.40%	Reduced -70	-70 -3.5%
67	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,235	$1.1m0.39%	0.39%	Reduced -800	-800 -15.9%
68	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	17,916	$1.1m0.39%	0.39%	Reduced -143	-143 -0.8%
69	NEXTERA ENERGY INC COM NEE	NEE	14,412	$1.0m0.38%	0.38%	Added +821	+821 6.0%
70	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	15,676	$956.1k0.36%	0.36%	Added +196	+196 1.3%
71	SALESFORCE INC COM CRM	CRM	3,453	$926.6k0.35%	0.35%	Added +413	+413 13.6%
72	DISNEY WALT CO COM DIS	DIS	9,355	$923.3k0.34%	0.34%	Added +248	+248 2.7%
73	ISHARES TR PFD AND INCM SEC PFF	PFF	29,934	$919.9k0.34%	0.34%	Reduced -5.9k	-5,919 -16.5%
74	SPDR GOLD TR GOLD SHS GLD	GLD	3,172	$914.0k0.34%	0.34%	Added +36	+36 1.1%
75	CSX CORP COM CSX	CSX	30,801	$906.5k0.34%	0.34%	Reduced -1.3k	-1,291 -4.0%
76	ADOBE INC COM ADBE	ADBE	2,349	$900.9k0.34%	0.34%	Reduced -24	-24 -1.0%
77	AMERICAN EXPRESS CO COM AXP	AXP	3,253	$875.2k0.33%	0.33%	Added +49	+49 1.5%
78	PROCTER AND GAMBLE CO COM PG	PG	4,960	$845.3k0.31%	0.31%	Added +300	+300 6.4%
79	ORACLE CORP COM ORCL	ORCL	5,993	$837.9k0.31%	0.31%	Added +163	+163 2.8%
80	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,142	$812.6k0.30%	0.30%	New
81	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,186	$810.6k0.30%	0.30%	Added +169	+169 8.4%
82	COMCAST CORP NEW CL A CMCSA	CMCSA	21,810	$804.8k0.30%	0.30%	Added +1.0k	+1,022 4.9%
83	PFIZER INC COM PFE	PFE	30,935	$783.9k0.29%	0.29%	Added +1.8k	+1,800 6.2%
84	UNITED PARCEL SERVICE INC CL B UPS	UPS	7,084	$779.2k0.29%	0.29%	Added +155	+155 2.2%
85	STARBUCKS CORP COM SBUX	SBUX	7,886	$773.5k0.29%	0.29%	Added +66	+66 0.8%
86	ELEVANCE HEALTH INC COM ELV	ELV	1,773	$771.2k0.29%	0.29%	Added +13	+13 0.7%
87	SCHWAB CHARLES CORP COM SCHW	SCHW	9,697	$759.1k0.28%	0.28%	Added +117	+117 1.2%
88	GILEAD SCIENCES INC COM GILD	GILD	6,772	$758.8k0.28%	0.28%	Added +639	+639 10.4%
89	TRAVELERS COMPANIES INC COM TRV	TRV	2,776	$734.1k0.27%	0.27%	Reduced -20	-20 -0.7%
90	INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT PBP	PBP	33,045	$732.6k0.27%	0.27%	New
91	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,330	$727.1k0.27%	0.27%	Added +261	+261 12.6%
92	ISHARES TR SELECT DIVID ETF DVY	DVY	5,260	$706.4k0.26%	0.26%	Reduced -40	-40 -0.8%
93	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	4,231	$702.3k0.26%	0.26%	Reduced -25	-25 -0.6%
94	BANK AMERICA CORP COM BAC	BAC	16,210	$676.4k0.25%	0.25%	Added +4.1k	+4,129 34.2%
95	APPLIED MATLS INC COM AMAT	AMAT	4,587	$665.7k0.25%	0.25%	Added +41	+41 0.9%
96	PROGRESSIVE CORP COM PGR	PGR	2,329	$659.1k0.25%	0.25%	Reduced -6.3k	-6,257 -72.9%
97	QUALCOMM INC COM QCOM	QCOM	4,195	$644.4k0.24%	0.24%	Added +93	+93 2.3%
98	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	2,810	$640.5k0.24%	0.24%	Reduced -10	-10 -0.3%
99	IQVIA HLDGS INC COM IQV	IQV	3,502	$617.4k0.23%	0.23%	Unchanged
100	S&P GLOBAL INC COM SPGI	SPGI	1,199	$609.2k0.23%	0.23%	Added +43	+43 3.7%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
DOW INC DOW	DOW	23,950	$961.1k23.9k shares
E L F BEAUTY INC ELF	ELF	785	$98.6k785 shares
SOUTHWEST AIRLS CO LUV	LUV	2,530	$85.1k2.5k shares
ISHARES TR IEI	IEI	135	$15.6k135 shares
VANGUARD SCOTTSDALE FDS VMBS	VMBS	296	$13.4k296 shares
ISHARES TR EEM	EEM	259	$10.8k259 shares
SELECT SECTOR SPDR TR XLE	XLE	110	$9.4k110 shares
SPDR SER TR SPIB	SPIB	173	$5.7k173 shares
SCHWAB STRATEGIC TR FNDX	FNDX	156	$3.7k156 shares
INVESCO EXCH TRADED FD TR II PXF	PXF	54	$2.6k54 shares
SCHWAB STRATEGIC TR SCHX	SCHX	99	$2.3k99 shares
SCHWAB STRATEGIC TR FNDA	FNDA	76	$2.3k76 shares
INVESCO EXCH TRADED FD TR II PXH	PXH	95	$1.9k95 shares
VANECK ETF TRUST EMLC	EMLC	82	$1.9k82 shares
SCHWAB STRATEGIC TR SCHA	SCHA	58	$1.5k58 shares
SCHWAB STRATEGIC TR SCHP	SCHP	56	$1.4k56 shares
SCHWAB STRATEGIC TR SCHF	SCHF	72	$1.3k72 shares
ISHARES INC IEMG	IEMG	25	$1.3k25 shares
ISHARES TR USRT	USRT	13	$74513 shares
SCHWAB STRATEGIC TR SCHR	SCHR	30	$72930 shares
DBX ETF TR HYLB	HYLB	20	$72220 shares
VANGUARD INTL EQUITY INDEX F VSS	VSS	6	$6876 shares
SCHWAB STRATEGIC TR FNDC	FNDC	20	$68320 shares
VANGUARD INTL EQUITY INDEX F VNQI	VNQI	16	$63316 shares
SPDR SER TR EBND	EBND	5	$985 shares