United Community Bank

GREENVILLE, SC · CIK 2000314 · 13F filing filed 2025-07-31

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

$292.3m reported value +8.9% vs Q1 2025

503positions

36.5%in top 10

55 new 158 added 133 reduced 39 sold out vs Q1 2025

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, Q2 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	71,352	$34.7m11.86%	11.86%	Added +893	+893 1.3%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	26,649	$16.5m5.66%	5.66%	Reduced -1.2k	-1,195 -4.3%
3	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	360,013	$11.9m4.06%	4.06%	Added +323.4k	+323,398 883.2%
4	INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT PBP	PBP	529,238	$11.6m3.96%	3.96%	Added +496.2k	+496,193 1501.6%
5	ISHARES TR MSCI EAFE ETF EFA	EFA	98,727	$8.8m3.02%	3.02%	Reduced -12.4k	-12,380 -11.1%
6	MICROSOFT CORP COM MSFT	MSFT	16,375	$8.1m2.79%	2.79%	Reduced -275	-275 -1.6%
7	ISHARES TR CORE S&P MCP ETF IJH	IJH	65,332	$4.1m1.39%	1.39%	Reduced -1.9k	-1,885 -2.8%
8	AT&T INC COM T	T	133,652	$3.9m1.32%	1.32%	Added +8.5k	+8,455 6.8%
9	CISCO SYS INC COM CSCO	CSCO	53,033	$3.7m1.26%	1.26%	Reduced -546	-546 -1.0%
10	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	18,622	$3.6m1.23%	1.23%	Reduced -3.7k	-3,695 -16.6%
11	APPLE INC COM AAPL	AAPL	16,830	$3.5m1.18%	1.18%	Reduced -1.3k	-1,297 -7.2%
12	META PLATFORMS INC CL A META	META	4,673	$3.4m1.18%	1.18%	Reduced -480	-480 -9.3%
13	NVIDIA CORPORATION COM NVDA	NVDA	20,816	$3.3m1.12%	1.12%	Added +1.2k	+1,200 6.1%
14	CHEVRON CORP NEW COM CVX	CVX	22,859	$3.3m1.12%	1.12%	Added +338	+338 1.5%
15	DARDEN RESTAURANTS INC COM DRI	DRI	14,918	$3.3m1.11%	1.11%	Reduced -281	-281 -1.9%
16	AMAZON COM INC COM AMZN	AMZN	14,347	$3.1m1.08%	1.08%	Added +1.1k	+1,102 8.3%
17	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	37,932	$3.1m1.08%	1.08%	Reduced -1.6k	-1,602 -4.0%
18	ISHARES GOLD TR ISHARES NEW IAU	IAU	49,166	$3.1m1.05%	1.05%	Reduced -6.7k	-6,680 -12.0%
19	DUKE ENERGY CORP NEW COM NEW DUK	DUK	25,161	$3.0m1.02%	1.02%	Added +335	+335 1.4%
20	JOHNSON & JOHNSON COM JNJ	JNJ	18,816	$2.9m0.98%	0.98%	Reduced -985	-985 -5.0%
21	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	89,678	$2.8m0.95%	0.95%	Reduced -11.6k	-11,555 -11.4%
22	ENBRIDGE INC COM ENB	ENB	59,751	$2.7m0.93%	0.93%	Added +1.1k	+1,074 1.8%
23	JPMORGAN CHASE & CO COM JPM	JPM	8,800	$2.6m0.87%	0.87%	Reduced -767	-767 -8.0%
24	KIMBERLY-CLARK CORP COM KMB	KMB	18,911	$2.4m0.83%	0.83%	Added +393	+393 2.1%
25	PNC FINL SVCS GROUP INC COM PNC	PNC	12,678	$2.4m0.81%	0.81%	Added +353	+353 2.9%
26	MEDTRONIC PLC SHS MDT	MDT	26,537	$2.3m0.79%	0.79%	Reduced -150	-150 -0.6%
27	PROGRESSIVE CORP COM PGR	PGR	8,653	$2.3m0.79%	0.79%	Added +6.3k	+6,324 271.5%
28	US BANCORP DEL COM NEW USB	USB	50,484	$2.3m0.78%	0.78%	Added +1.4k	+1,418 2.9%
29	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	47,464	$2.2m0.75%	0.75%	Added +31.8k	+31,788 202.8%
30	AMERICAN ELEC PWR CO INC COM AEP	AEP	20,030	$2.1m0.71%	0.71%	Added +394	+394 2.0%
31	ISHARES TR CORE S&P SCP ETF IJR	IJR	18,867	$2.1m0.71%	0.71%	Reduced -4.5k	-4,541 -19.4%
32	GENUINE PARTS CO COM GPC	GPC	16,682	$2.0m0.69%	0.69%	Added +431	+431 2.6%
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,597	$2.0m0.69%	0.69%	Reduced -10	-10 -0.1%
34	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	40,086	$2.0m0.68%	0.68%	Reduced -5.2k	-5,217 -11.5%
35	PUBLIC STORAGE COM PSA	PSA	6,684	$2.0m0.67%	0.67%	Added +168	+168 2.6%
36	ALPHABET INC CAP STK CL A GOOGL	GOOGL	11,094	$2.0m0.67%	0.67%	Added +395	+395 3.7%
37	AMGEN INC COM AMGN	AMGN	6,939	$1.9m0.66%	0.66%	Added +172	+172 2.5%
38	HOME DEPOT INC COM HD	HD	4,987	$1.8m0.63%	0.63%	Reduced -502	-502 -9.2%
39	PACKAGING CORP AMER COM PKG	PKG	9,506	$1.8m0.61%	0.61%	Added +342	+342 3.7%
40	ISHARES TR CORE US AGGBD ET AGG	AGG	17,547	$1.7m0.60%	0.60%	Added +238	+238 1.4%
41	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	32,115	$1.7m0.58%	0.58%	Reduced -2.0k	-2,018 -5.9%
42	PHILIP MORRIS INTL INC COM PM	PM	9,302	$1.7m0.58%	0.58%	Reduced -591	-591 -6.0%
43	HP INC COM HPQ	HPQ	69,169	$1.7m0.58%	0.58%	Added +4.1k	+4,129 6.3%
44	COSTCO WHSL CORP NEW COM COST	COST	1,707	$1.7m0.58%	0.58%	Reduced -253	-253 -12.9%
45	EASTMAN CHEM CO COM EMN	EMN	21,587	$1.6m0.55%	0.55%	Added +855	+855 4.1%
46	BROADCOM INC COM AVGO	AVGO	5,836	$1.6m0.55%	0.55%	Reduced -1.2k	-1,236 -17.5%
47	VISA INC COM CL A V	V	4,485	$1.6m0.54%	0.54%	Added +30	+30 0.7%
48	MASTERCARD INCORPORATED CL A MA	MA	2,823	$1.6m0.54%	0.54%	Reduced -210	-210 -6.9%
49	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	5,108	$1.6m0.54%	0.54%	Reduced -177	-177 -3.4%
50	AVALONBAY CMNTYS INC COM AVB	AVB	7,725	$1.6m0.54%	0.54%	New
51	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,139	$1.6m0.53%	0.53%	Unchanged
52	ALPHABET INC CAP STK CL C GOOG	GOOG	8,737	$1.5m0.53%	0.53%	Reduced -69	-69 -0.8%
53	BOOKING HOLDINGS INC COM BKNG	BKNG	262	$1.5m0.52%	0.52%	Added +27	+27 11.5%
54	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	15,600	$1.5m0.50%	0.50%	Added +25	+25 0.2%
55	COCA COLA CO COM KO	KO	20,665	$1.5m0.50%	0.50%	Added +193	+193 0.9%
56	ISHARES TR NATIONAL MUN ETF MUB	MUB	13,897	$1.5m0.50%	0.50%	Reduced -1.9k	-1,929 -12.2%
57	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,322	$1.4m0.49%	0.49%	Added +420	+420 22.1%
58	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	33,447	$1.3m0.46%	0.46%	Added +240	+240 0.7%
59	BLACKROCK INC COM BLK	BLK	1,131	$1.2m0.41%	0.41%	Reduced -74	-74 -6.1%
60	ABBVIE INC COM ABBV	ABBV	6,329	$1.2m0.40%	0.40%	Reduced -110	-110 -1.7%
61	ELI LILLY & CO COM LLY	LLY	1,480	$1.2m0.39%	0.39%	Added +97	+97 7.0%
62	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	12,939	$1.2m0.39%	0.39%	Reduced -3.5k	-3,540 -21.5%
63	EXXON MOBIL CORP COM XOM	XOM	10,650	$1.1m0.39%	0.39%	Reduced -3.8k	-3,756 -26.1%
64	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,814	$1.1m0.38%	0.38%	Reduced -421	-421 -9.9%
65	ISHARES TR EXPANDED TECH IGV	IGV	10,212	$1.1m0.38%	0.38%	Reduced -4.0k	-4,035 -28.3%
66	APPLIED MATLS INC COM AMAT	AMAT	6,039	$1.1m0.38%	0.38%	Added +1.5k	+1,452 31.6%
67	FISERV INC COM FISV	FISV	6,300	$1.1m0.37%	0.37%	Added +640	+640 11.3%
68	DISNEY WALT CO COM DIS	DIS	8,638	$1.1m0.37%	0.37%	Reduced -717	-717 -7.7%
69	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,428	$1.1m0.36%	0.36%	Added +242	+242 11.1%
70	VERIZON COMMUNICATIONS INC COM VZ	VZ	24,394	$1.1m0.36%	0.36%	Reduced -1.7k	-1,738 -6.7%
71	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	17,846	$1.0m0.36%	0.36%	Reduced -70	-70 -0.4%
72	ADOBE INC COM ADBE	ADBE	2,696	$1.0m0.36%	0.36%	Added +347	+347 14.8%
73	ORACLE CORP COM ORCL	ORCL	4,747	$1.0m0.36%	0.36%	Reduced -1.2k	-1,246 -20.8%
74	SALESFORCE INC COM CRM	CRM	3,779	$1.0m0.35%	0.35%	Added +326	+326 9.4%
75	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	4,351	$985.5k0.34%	0.34%	Added +120	+120 2.8%
76	CSX CORP COM CSX	CSX	29,852	$974.1k0.33%	0.33%	Reduced -949	-949 -3.1%
77	SPDR GOLD TR GOLD SHS GLD	GLD	3,098	$944.4k0.32%	0.32%	Reduced -74	-74 -2.3%
78	WALMART INC COM WMT	WMT	9,526	$931.5k0.32%	0.32%	Reduced -3.4k	-3,421 -26.4%
79	NEXTERA ENERGY INC COM NEE	NEE	13,006	$902.9k0.31%	0.31%	Reduced -1.4k	-1,406 -9.8%
80	SCHWAB CHARLES CORP COM SCHW	SCHW	9,839	$897.7k0.31%	0.31%	Added +142	+142 1.5%
81	AMERICAN EXPRESS CO COM AXP	AXP	2,772	$884.2k0.30%	0.30%	Reduced -481	-481 -14.8%
82	ISHARES TR PFD AND INCM SEC PFF	PFF	24,885	$763.5k0.26%	0.26%	Reduced -5.0k	-5,049 -16.9%
83	COMCAST CORP NEW CL A CMCSA	CMCSA	20,859	$744.5k0.25%	0.25%	Reduced -951	-951 -4.4%
84	IQVIA HLDGS INC COM IQV	IQV	4,702	$741.0k0.25%	0.25%	Added +1.2k	+1,200 34.3%
85	BANK AMERICA CORP COM BAC	BAC	15,557	$736.2k0.25%	0.25%	Reduced -653	-653 -4.0%
86	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,458	$734.7k0.25%	0.25%	Added +128	+128 5.5%
87	STARBUCKS CORP COM SBUX	SBUX	7,864	$720.6k0.25%	0.25%	Reduced -22	-22 -0.3%
88	GILEAD SCIENCES INC COM GILD	GILD	6,414	$711.1k0.24%	0.24%	Reduced -358	-358 -5.3%
89	ISHARES TR SELECT DIVID ETF DVY	DVY	5,275	$700.6k0.24%	0.24%	Added +15	+15 0.3%
90	EMERSON ELEC CO COM EMR	EMR	5,155	$687.3k0.24%	0.24%	Reduced -54	-54 -1.0%
91	PFIZER INC COM PFE	PFE	28,260	$685.0k0.23%	0.23%	Reduced -2.7k	-2,675 -8.7%
92	ISHARES TR S&P MC 400GR ETF IJK	IJK	7,402	$673.4k0.23%	0.23%	Added +551	+551 8.0%
93	PROCTER AND GAMBLE CO COM PG	PG	4,037	$643.2k0.22%	0.22%	Reduced -923	-923 -18.6%
94	QUALCOMM INC COM QCOM	QCOM	3,975	$633.1k0.22%	0.22%	Reduced -220	-220 -5.2%
95	UNITED PARCEL SERVICE INC CL B UPS	UPS	6,269	$632.8k0.22%	0.22%	Reduced -815	-815 -11.5%
96	TRAVELERS COMPANIES INC COM TRV	TRV	2,328	$622.8k0.21%	0.21%	Reduced -448	-448 -16.1%
97	UNITEDHEALTH GROUP INC COM UNH	UNH	1,971	$614.9k0.21%	0.21%	Reduced -192	-192 -8.9%
98	ELEVANCE HEALTH INC COM ELV	ELV	1,580	$614.6k0.21%	0.21%	Reduced -193	-193 -10.9%
99	ISHARES TR S&P 500 GRWT ETF IVW	IVW	5,197	$572.2k0.20%	0.20%	Added +2.0k	+1,961 60.6%
100	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	5,949	$545.7k0.19%	0.19%	Added +185	+185 3.2%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
PRICE T ROWE GROUP INC TROW	TROW	18,118	$1.7m18.1k shares
VANGUARD INDEX FDS VO	VO	3,142	$812.6k3.1k shares
VANECK ETF TRUST BBH	BBH	1,335	$210.0k1.3k shares
CHURCHILL DOWNS INC CHDN	CHDN	1,450	$161.1k1.4k shares
PACER FDS TR COWZ	COWZ	2,110	$115.5k2.1k shares
INTERNATIONAL FLAVORS&FRAGRA IFF	IFF	925	$71.8k925 shares
FIRST TR EXCHANGE-TRADED FD SDVY	SDVY	1,927	$64.6k1.9k shares
VANGUARD INDEX FDS VOT	VOT	250	$61.2k250 shares
PACER FDS TR CALF	CALF	1,500	$56.2k1.5k shares
FEDEX CORP FDX	FDX	94	$22.9k94 shares
STARWOOD PPTY TR INC STWD	STWD	1,000	$19.8k1.0k shares
PARAMOUNT GLOBAL		1,550	$18.5k1.6k shares
PINNACLE WEST CAP CORP PNW	PNW	87	$8.3k87 shares
AMETEK INC AME	AME	44	$7.6k44 shares
BEST BUY INC BBY	BBY	102	$7.5k102 shares
ISHARES INC EWH	EWH	401	$7.0k401 shares
MCCORMICK & CO INC MKC	MKC	78	$6.4k78 shares
CENTERPOINT ENERGY INC CNP	CNP	167	$6.0k167 shares
NUCOR CORP NUE	NUE	50	$6.0k50 shares
MONOLITHIC PWR SYS INC MPWR	MPWR	10	$5.8k10 shares
BOEING CO BA	BA	31	$5.3k31 shares
TRACTOR SUPPLY CO TSCO	TSCO	95	$5.2k95 shares
NORWEGIAN CRUISE LINE HLDG L NCLH	NCLH	255	$4.8k255 shares
DEVON ENERGY CORP NEW DVN	DVN	129	$4.8k129 shares
COUSINS PPTYS INC CUZ	CUZ	158	$4.7k158 shares