United Community Bank
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), United Community Bank reported 355 stock positions worth $257.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 11.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.7%) and iShares MSCI Eafe ETF (EFA, 4.1%). Compared with Q4 2023, it opened 17 new positions, sold out of 28, added to 117 and reduced 136. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +35%) and the biggest sale Apple (AAPL, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $257.5M (Q1 2024)
- SEC Filing
- 0001104659-24-056695 ↗ filed May 3, 2024
Holdings Value
Holdings 355 stocks · $257.5M
| BRK.B Berkshire Hathaway Inc. Class B | 11.94% | 73,127 | $30.8M | Reduce -6.0% |
| IVV iShares Core S&P 500 ETF | 7.72% | 38,763 | $19.9M | Add +35.1% |
| EFA iShares MSCI Eafe ETF | 4.10% | 132,073 | $10.5M | Reduce -3.1% |
| MSFT Microsoft Corp. | 3.11% | 19,035 | $8.0M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 1.76% | 74,782 | $4.5M | Add +3.6% |
| VXF Vanguard Extended Market ETF | 1.71% | 25,121 | $4.4M | Reduce -10.5% |
| VWO Vanguard Ftse Emerging Marke | 1.67% | 103,883 | $4.3M | Add +93.3% |
| ETN Eaton Corp. PLC | 1.63% | 13,726 | $4.2M | Add +9.8% |
| MUB iShares National Muni Bond E | 1.53% | 36,365 | $3.9M | Add +82.2% |
| MRK Merck & Co. Inc. | 1.29% | 25,256 | $3.3M | Add +0.9% |
| UPS United Parcel Service Class B | 1.24% | 21,078 | $3.2M | Add +34.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.20% | 12,351 | $3.1M | Add +77.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.16% | 27,426 | $3.0M | Reduce -14.1% |
| VZ Verizon Communications Inc. | 1.15% | 72,369 | $3.0M | Add +33.5% |
| CAT Caterpillar Inc. | 1.15% | 8,072 | $3.0M | Reduce -1.4% |
| KO The Coca-Cola Co. | 1.09% | 45,943 | $2.8M | Add +8.6% |
| NVDA Nvidia Corp. | 1.05% | 3,004 | $2.7M | Add +26.6% |
| HD Home Depot Inc. | 1.03% | 6,887 | $2.6M | Reduce -2.6% |
| CSCO Cisco Systems Inc. | 1.02% | 52,843 | $2.6M | Add +4.3% |
| META Meta Platforms Inc. Class A | 1.01% | 5,373 | $2.6M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.98% | 12,610 | $2.5M | Reduce -4.2% |
| WM Waste Management Inc. | 0.92% | 11,088 | $2.4M | Reduce -0.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.91% | 45,603 | $2.3M | Reduce -11.8% |
| IJR iShares Core S&P Small-Cap E | 0.91% | 21,107 | $2.3M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.86% | 7,822 | $2.2M | Reduce -2.7% |
| AAPL Apple Inc. | 0.82% | 12,348 | $2.1M | Reduce -45.0% |
| USB US Bancorp | 0.82% | 47,415 | $2.1M | Add +17.4% |
| SO The Southern Co. | 0.81% | 29,059 | $2.1M | Reduce -3.2% |
| PFE Pfizer Inc. | 0.79% | 72,849 | $2.0M | Reduce -3.0% |
| UNH Unitedhealth Group Inc. | 0.78% | 4,000 | $2.0M | Add +55.8% |
| ENB Enbridge Inc. | 0.78% | 55,483 | $2.0M | Add +2.5% |
| PKG Packaging Corp. of America | 0.78% | 10,545 | $2.0M | Reduce -0.3% |
| PAYX Paychex Inc. | 0.77% | 16,168 | $2.0M | Reduce -2.0% |
| PRU Prudential Financial Inc. | 0.75% | 16,340 | $1.9M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 3,788 | $1.9M | Add +57.0% |
| ED Consolidated Edison Inc. | 0.70% | 19,970 | $1.8M | Add +1.4% |
| COST Costco Wholesale Corp. | 0.69% | 2,430 | $1.8M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 0.68% | 11,673 | $1.8M | Reduce -5.0% |
| XOM Exxon Mobil Corp. | 0.67% | 14,942 | $1.7M | Reduce -3.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.66% | 18,890 | $1.7M | Add +364.1% |
| VNQ Vanguard Real Estate ETF | 0.65% | 19,235 | $1.7M | Reduce -4.3% |
| LYB Lyondellbasell Indu Class A | 0.64% | 16,214 | $1.7M | Add +1.5% |
| MA Mastercard Inc. Class A | 0.63% | 3,351 | $1.6M | Add +5.3% |
| AMZN Amazon.com Inc. | 0.61% | 8,653 | $1.6M | Reduce -45.7% |
| AGG iShares Core U.S. Aggregate | 0.61% | 15,921 | $1.6M | Add +22.4% |
| IGV iShares Expanded Tech-Softwa | 0.60% | 18,075 | $1.5M | Reduce -16.6% |
| LNT Alliant Energy Corp. | 0.56% | 28,651 | $1.4M | Add +3.1% |
| XLK SS Technology Select Sector | 0.55% | 6,782 | $1.4M | Reduce -15.2% |
| V Visa Inc. Class A | 0.54% | 5,056 | $1.4M | Add +34.9% |
| CVX Chevron Corp. | 0.53% | 8,651 | $1.4M | Add +0.9% |
| ACN Accenture PLC Class A | 0.52% | 3,849 | $1.3M | Add +70.1% |
| COMT iShares Gsci Commodity Dynam | 0.51% | 49,051 | $1.3M | Add +1.7% |
| IAU iShares Gold Trust | 0.49% | 30,192 | $1.3M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.48% | 1,602 | $1.2M | Reduce -21.9% |
| PFF iShares Preferred & Income S | 0.48% | 38,202 | $1.2M | Reduce -11.2% |
| JNJ Johnson & Johnson | 0.47% | 7,582 | $1.2M | Reduce -7.0% |
| BKNG Booking Holdings Inc. | 0.44% | 310 | $1.1M | Add +6.9% |
| GLD SPDR Gold Shares | 0.42% | 5,347 | $1.1M | Add +25.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 8,830 | $1.1M | Add +0.0% |
| NEE Nextera Energy Inc. | 0.40% | 16,283 | $1.0M | Add +5.7% |
| MDT Medtronic PLC | 0.40% | 12,194 | $1.0M | Add +54.5% |
| PSA Public Storage | 0.39% | 3,495 | $1.0M | New |
| IQV Iqvia Holdings Inc. | 0.39% | 3,967 | $1.0M | Reduce -0.8% |
| DRI Darden Restaurants Inc. | 0.38% | 5,918 | $989K | Add +1.3% |
| PG The Procter & Gamble Co. | 0.38% | 6,020 | $977K | Reduce -6.9% |
| CMCSA Comcast Corp. Class A | 0.38% | 22,271 | $965K | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 5,002 | $955K | Reduce -2.8% |
| FISV Fiserv Inc. | 0.36% | 5,834 | $932K | Add +10.1% |
| WMT Walmart Inc. | 0.36% | 15,429 | $928K | Reduce -3.4% |
| IWM iShares Russell 2000 ETF | 0.35% | 4,385 | $905K | Add +67.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.35% | 8,172 | $903K | Reduce -7.3% |
| VLO Valero Energy Corp. | 0.35% | 5,939 | $902K | Add +73.9% |
| EMR Emerson Electric Co. | 0.34% | 7,772 | $882K | Reduce -8.2% |
| PM Philip Morris International | 0.33% | 9,369 | $858K | Reduce -10.0% |
| ORCL Oracle Corp. | 0.31% | 6,382 | $802K | Add +1.7% |
| SCHW Schwab (charles) Corp. | 0.30% | 10,770 | $779K | Reduce -18.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 5,696 | $775K | Reduce -1.8% |
| ADBE Adobe Inc. | 0.30% | 1,517 | $765K | Reduce -15.8% |
| TRV The Travelers Cos Inc. | 0.28% | 3,099 | $713K | Reduce -2.0% |
| DVY iShares Select Dividend ETF | 0.27% | 5,672 | $699K | Reduce -7.8% |
| DHR Danaher Corp. | 0.27% | 2,793 | $697K | Reduce -4.6% |
| ELV Elevance Health Inc. | 0.27% | 1,329 | $689K | Reduce -36.8% |
| DUK Duke Energy Corp. | 0.27% | 7,084 | $685K | Reduce -7.6% |
| QCOM Qualcomm Inc. | 0.27% | 4,030 | $682K | Reduce -0.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.26% | 7,330 | $669K | No change |
| TGT Target Corp. | 0.24% | 3,433 | $608K | Add +0.5% |
| KMX Carmax Inc. | 0.23% | 6,782 | $591K | Reduce -1.1% |
| TOTL SS Doubleline TR Tact ETF | 0.22% | 14,256 | $571K | Add +5.4% |
| VGT Vanguard Info Tech ETF | 0.22% | 1,109 | $562K | Add +80.3% |
| KMB Kimberly-Clark Corp. | 0.22% | 4,317 | $558K | Add +0.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.21% | 18,408 | $548K | Add +2.0% |
| SPGI S&P Global Inc. | 0.21% | 1,288 | $548K | Reduce -4.6% |
| CHKP Check Point Software Tech | 0.20% | 3,180 | $522K | Reduce -0.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 6,295 | $515K | No change |
| INTC Intel Corp. | 0.20% | 11,412 | $504K | Reduce -11.1% |
| IGM iShares Expanded Tech Sector | 0.19% | 5,820 | $502K | No change |
| PHM Pultegroup Inc. | 0.19% | 4,106 | $495K | Reduce -1.1% |
| SBUX Starbucks Corp. | 0.19% | 5,253 | $480K | Reduce -7.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 5,233 | $479K | Add +77.8% |
| AVGO Broadcom Inc. | 0.18% | 359 | $476K | Reduce -22.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $13K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | 600 | $13K | New |
Total filed on the 13F, all lines: $257.5M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -45.0% | 0.82% | −1.01 |
| GOOG Alphabet Inc. Class C | Reduce -88.7% | 0.07% | −0.58 |
| MMM 3M Co. | Reduce -79.6% | 0.11% | −0.47 |
| ADP Automatic Data Processing | Reduce -85.0% | 0.08% | −0.46 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.43 |
| CSX CSX Corp. | Sold out | 0.00% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -45.7% | 0.61% | −0.42 |
| AXP American Express Co. | Sold out | 0.00% | −0.36 |
| T AT&T Inc. | Reduce -84.8% | 0.06% | −0.35 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -14.1% | 1.16% | −0.34 |
| EFA iShares MSCI Eafe ETF | Reduce -3.1% | 4.10% | −0.25 |
| VXF Vanguard Extended Market ETF | Reduce -10.5% | 1.71% | −0.24 |
| ABBV Abbvie Inc. | Reduce -76.3% | 0.08% | −0.24 |
| BMY Bristol-Myers Squibb Co. | Reduce -93.9% | 0.01% | −0.23 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -11.8% | 0.91% | −0.21 |
| ADBE Adobe Inc. | Reduce -15.8% | 0.30% | −0.16 |
| MCD McDonald's Corp. | Reduce -2.7% | 0.86% | −0.15 |
| ELV Elevance Health Inc. | Reduce -36.8% | 0.27% | −0.15 |
| IGV iShares Expanded Tech-Softwa | Reduce -16.6% | 0.60% | −0.15 |
| CVS CVS Health Corp. | Reduce -43.6% | 0.16% | −0.14 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.14 |
| PFE Pfizer Inc. | Reduce -3.0% | 0.79% | −0.13 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.12 |
| VNQ Vanguard Real Estate ETF | Reduce -4.3% | 0.65% | −0.11 |
| XLK SS Technology Select Sector | Reduce -15.2% | 0.55% | −0.10 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.10 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.09 |
| PFF iShares Preferred & Income S | Reduce -11.2% | 0.48% | −0.09 |
| BAC Bank of America Corp. | Reduce -48.1% | 0.10% | −0.08 |
| SO The Southern Co. | Reduce -3.2% | 0.81% | −0.08 |
| PM Philip Morris International | Reduce -10.0% | 0.33% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -18.3% | 0.30% | −0.08 |
| BA The Boeing Co. | Reduce -76.8% | 0.01% | −0.08 |
| INTC Intel Corp. | Reduce -11.1% | 0.20% | −0.08 |
| JNJ Johnson & Johnson | Reduce -7.0% | 0.47% | −0.08 |
| FTNT Fortinet Inc. | Reduce -74.3% | 0.03% | −0.07 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.07 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 0.91% | −0.06 |
| PAYX Paychex Inc. | Reduce -2.0% | 0.77% | −0.06 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -7.3% | 0.35% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -48.5% | 0.05% | −0.05 |
| DUK Duke Energy Corp. | Reduce -7.6% | 0.27% | −0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -21.8% | 0.14% | −0.05 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| DAR Darling Ingredients Inc. | Reduce -84.8% | 0.01% | −0.05 |
| XLC SS Comm Select Sector SPDR | Reduce -74.6% | 0.02% | −0.05 |
| SBUX Starbucks Corp. | Reduce -7.7% | 0.19% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -1.1% | 0.38% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -5.0% | 0.68% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +35.1% | 7.72% | +1.92 |
| VWO Vanguard Ftse Emerging Marke | Add +93.3% | 1.67% | +0.74 |
| MUB iShares National Muni Bond E | Add +82.2% | 1.53% | +0.61 |
| NVDA Nvidia Corp. | Add +26.6% | 1.05% | +0.56 |
| MOAT Vaneck Morningstar Wide Moat | Add +364.1% | 0.66% | +0.51 |
| VTI VG Morningstar TS MKT ETF-US | Add +77.3% | 1.20% | +0.50 |
| PSA Public Storage | New | 0.39% | +0.39 |
| ETN Eaton Corp. PLC | Add +9.8% | 1.63% | +0.35 |
| VZ Verizon Communications Inc. | Add +33.5% | 1.15% | +0.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +57.0% | 0.74% | +0.26 |
| META Meta Platforms Inc. Class A | Add +0.5% | 1.01% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +55.8% | 0.78% | +0.21 |
| UPS United Parcel Service Class B | Add +34.5% | 1.24% | +0.19 |
| ACN Accenture PLC Class A | Add +70.1% | 0.52% | +0.18 |
| VLO Valero Energy Corp. | Add +73.9% | 0.35% | +0.16 |
| MRK Merck & Co. Inc. | Add +0.9% | 1.29% | +0.14 |
| IWM iShares Russell 2000 ETF | Add +67.4% | 0.35% | +0.13 |
| MDT Medtronic PLC | Add +54.5% | 0.40% | +0.13 |
| V Visa Inc. Class A | Add +34.9% | 0.54% | +0.13 |
| VGT Vanguard Info Tech ETF | Add +80.3% | 0.22% | +0.09 |
| DIS The Walt Disney Co. | Add +0.0% | 0.42% | +0.08 |
| USB US Bancorp | Add +17.4% | 0.82% | +0.08 |
| TFC Truist Financial Corp. | Add +91.5% | 0.18% | +0.08 |
| GLD SPDR Gold Shares | Add +25.9% | 0.42% | +0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +77.8% | 0.19% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +3.6% | 1.76% | +0.07 |
| HON Honeywell International Inc. | Add +155.2% | 0.12% | +0.07 |
| FISV Fiserv Inc. | Add +10.1% | 0.36% | +0.06 |
| HUBB Hubbell Inc. | New | 0.06% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +22.4% | 0.61% | +0.06 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.06% | +0.06 |
| PLD Prologis Inc. | Add +1091.1% | 0.06% | +0.06 |
| MA Mastercard Inc. Class A | Add +5.3% | 0.63% | +0.05 |
| CB Chubb Ltd. | Add +184.9% | 0.08% | +0.05 |
| SYK Stryker Corp. | Add +46.3% | 0.13% | +0.05 |
| PGR Progressive Corp. | Add +22.4% | 0.15% | +0.05 |
| LULU Lululemon Athletica Inc. | New | 0.05% | +0.05 |
| NVS Novartis AG-Sponsored ADR | Add +77.2% | 0.12% | +0.04 |
| CRM Salesforce Inc. | Add +31.0% | 0.16% | +0.04 |
| INCY Incyte Corp. | New | 0.04% | +0.04 |
| GWW WW Grainger Inc. | Add +81.0% | 0.08% | +0.04 |
| PRU Prudential Financial Inc. | Add +1.4% | 0.75% | +0.04 |
| KO The Coca-Cola Co. | Add +8.6% | 1.09% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +35.6% | 0.18% | +0.03 |
| WBA Walgreens Boots Alliance Inc. | Add +63.5% | 0.13% | +0.03 |
| INTU Intuit Inc. | Add +67.5% | 0.08% | +0.03 |
| ORCL Oracle Corp. | Add +1.7% | 0.31% | +0.03 |
| TGT Target Corp. | Add +0.5% | 0.24% | +0.03 |
| JMBS Janus Henderson Mortg Backed | Add +37.0% | 0.15% | +0.03 |
| IBTF iShares Ibonds Dec 2025 Term | New | 0.03% | +0.03 |
Notes & Other Activity Q4 2023 → Q1 2024
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | New | 600 | $13K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 533 | $323.4M | BRK.B, IAUM, PBP, EFA, IVV |
| Q1 2026 | 564 | $299.9M | BRK.B, IAUM, PBP, EFA, IVV |
| Q4 2025 | 548 | $264.4M | BRK.B, IAUM, PBP, EFA, MSFT |
| Q3 2025 | 589 | $322.9M | BRK.B, IVV, IAUM, PBP, MSFT |
| Q2 2025 | 499 | $292.3M | BRK.B, IVV, IAUM, PBP, EFA |
| Q1 2025 | 483 | $268.3M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q4 2024 | 401 | $256.9M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q3 2024 | 357 | $256.1M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q2 2024 | 383 | $247.4M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q1 2024 | 355 | $257.5M | BRK.B, IVV, EFA, MSFT, IJH |