United Community Bank
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), United Community Bank reported 383 stock positions worth $247.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 12.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.3%) and iShares MSCI Eafe ETF (EFA, 4.0%). Compared with Q1 2024, it opened 33 new positions, sold out of 7, added to 75 and reduced 168. The biggest buy was Apple (AAPL, shares +79%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $247.4M (Q2 2024)
- SEC Filing
- 0001104659-24-085181 ↗ filed Aug 2, 2024
Holdings Value
Holdings 383 stocks · $247.4M
| BRK.B Berkshire Hathaway Inc. Class B | 12.08% | 73,458 | $29.9M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 6.26% | 28,310 | $15.5M | Reduce -27.0% |
| EFA iShares MSCI Eafe ETF | 4.00% | 126,296 | $9.9M | Reduce -4.4% |
| MSFT Microsoft Corp. | 3.19% | 17,632 | $7.9M | Reduce -7.4% |
| AAPL Apple Inc. | 1.88% | 22,059 | $4.6M | Add +78.6% |
| VXF Vanguard Extended Market ETF | 1.69% | 24,718 | $4.2M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 1.66% | 70,258 | $4.1M | Reduce -6.0% |
| ETN Eaton Corp. PLC | 1.40% | 11,038 | $3.5M | Reduce -19.6% |
| NVDA Nvidia Corp. | 1.38% | 27,690 | $3.4M | Reduce -7.8% |
| MRK Merck & Co. Inc. | 1.20% | 24,073 | $3.0M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 1.18% | 15,089 | $2.9M | Add +74.4% |
| KO The Coca-Cola Co. | 1.16% | 45,072 | $2.9M | Reduce -1.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.15% | 26,622 | $2.9M | Reduce -2.9% |
| CAT Caterpillar Inc. | 1.02% | 7,562 | $2.5M | Reduce -6.3% |
| META Meta Platforms Inc. Class A | 0.99% | 4,842 | $2.4M | Reduce -9.9% |
| CSCO Cisco Systems Inc. | 0.97% | 50,298 | $2.4M | Reduce -4.8% |
| HD Home Depot Inc. | 0.95% | 6,856 | $2.4M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.91% | 11,092 | $2.2M | Reduce -12.0% |
| WM Waste Management Inc. | 0.90% | 10,469 | $2.2M | Reduce -5.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.90% | 43,443 | $2.2M | Reduce -4.7% |
| UPS United Parcel Service Class B | 0.87% | 15,775 | $2.2M | Reduce -25.2% |
| SO The Southern Co. | 0.87% | 27,684 | $2.1M | Reduce -4.7% |
| VWO Vanguard Ftse Emerging Marke | 0.86% | 48,676 | $2.1M | Reduce -53.1% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 19,610 | $2.1M | Reduce -7.1% |
| COST Costco Wholesale Corp. | 0.80% | 2,328 | $2.0M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 0.79% | 10,629 | $1.9M | Add +753.7% |
| MUB iShares National Muni Bond E | 0.78% | 18,046 | $1.9M | Reduce -50.4% |
| ENB Enbridge Inc. | 0.78% | 53,912 | $1.9M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.78% | 10,532 | $1.9M | Reduce -9.8% |
| MCD McDonald's Corp. | 0.77% | 7,436 | $1.9M | Reduce -4.9% |
| PAYX Paychex Inc. | 0.75% | 15,572 | $1.8M | Reduce -3.7% |
| PRU Prudential Financial Inc. | 0.74% | 15,588 | $1.8M | Reduce -4.6% |
| PKG Packaging Corp. of America | 0.73% | 9,875 | $1.8M | Reduce -6.3% |
| ED Consolidated Edison Inc. | 0.72% | 19,864 | $1.8M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 0.71% | 18,187 | $1.8M | Add +14.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.71% | 20,325 | $1.8M | Add +7.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.71% | 6,541 | $1.7M | Reduce -47.0% |
| XOM Exxon Mobil Corp. | 0.67% | 14,399 | $1.7M | Reduce -3.6% |
| USB US Bancorp | 0.65% | 40,389 | $1.6M | Reduce -14.8% |
| IGV iShares Expanded Tech-Softwa | 0.63% | 17,867 | $1.6M | Reduce -1.1% |
| LYB Lyondellbasell Indu Class A | 0.62% | 16,067 | $1.5M | Reduce -0.9% |
| XLK SS Technology Select Sector | 0.61% | 6,620 | $1.5M | Reduce -2.4% |
| LNT Alliant Energy Corp. | 0.59% | 28,714 | $1.5M | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 0.59% | 17,415 | $1.5M | Reduce -9.5% |
| CVX Chevron Corp. | 0.56% | 8,877 | $1.4M | Add +2.6% |
| UNH Unitedhealth Group Inc. | 0.55% | 2,672 | $1.4M | Reduce -33.2% |
| MA Mastercard Inc. Class A | 0.54% | 3,014 | $1.3M | Reduce -10.1% |
| IAU iShares Gold Trust | 0.52% | 29,192 | $1.3M | Reduce -3.3% |
| ADBE Adobe Inc. | 0.51% | 2,285 | $1.3M | Add +50.6% |
| ADP Automatic Data Processing | 0.50% | 5,232 | $1.2M | Add +544.3% |
| COMT iShares Gsci Commodity Dynam | 0.50% | 44,960 | $1.2M | Reduce -8.3% |
| LLY Eli Lilly & Co. | 0.49% | 1,352 | $1.2M | Reduce -15.6% |
| PFF iShares Preferred & Income S | 0.48% | 37,538 | $1.2M | Reduce -1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 2,107 | $1.1M | Reduce -44.4% |
| BKNG Booking Holdings Inc. | 0.46% | 285 | $1.1M | Reduce -8.1% |
| NEE Nextera Energy Inc. | 0.43% | 14,949 | $1.1M | Reduce -8.2% |
| VZ Verizon Communications Inc. | 0.42% | 25,369 | $1.0M | Reduce -64.9% |
| DOW Dow Inc. | 0.42% | 19,565 | $1.0M | New |
| ELV Elevance Health Inc. | 0.42% | 1,907 | $1.0M | Add +43.5% |
| JNJ Johnson & Johnson | 0.42% | 7,058 | $1.0M | Reduce -6.9% |
| V Visa Inc. Class A | 0.42% | 3,925 | $1.0M | Reduce -22.4% |
| PM Philip Morris International | 0.41% | 10,049 | $1.0M | Add +7.3% |
| WMT Walmart Inc. | 0.41% | 14,896 | $1.0M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.41% | 6,098 | $1.0M | Add +1.3% |
| T AT&T Inc. | 0.41% | 52,481 | $1.0M | Add +502.9% |
| KHC The Kraft Heinz Co. | 0.40% | 31,048 | $1.0M | Add +12419.4% |
| CSX CSX Corp. | 0.39% | 29,028 | $971K | New |
| PSA Public Storage | 0.39% | 3,315 | $954K | Reduce -5.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 5,406 | $940K | Reduce -5.1% |
| ABBV Abbvie Inc. | 0.38% | 5,471 | $938K | Add +370.0% |
| GLD SPDR Gold Shares | 0.37% | 4,237 | $911K | Reduce -20.8% |
| DRI Darden Restaurants Inc. | 0.36% | 5,923 | $896K | Add +0.1% |
| AXP American Express Co. | 0.36% | 3,863 | $894K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.36% | 8,017 | $886K | Reduce -1.9% |
| BLK BlackRock Finance Inc. | 0.36% | 1,118 | $880K | New |
| ORCL Oracle Corp. | 0.35% | 6,085 | $859K | Reduce -4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 4,926 | $852K | Reduce -1.5% |
| FISV Fiserv Inc. | 0.33% | 5,500 | $820K | Reduce -5.7% |
| PFE Pfizer Inc. | 0.32% | 28,184 | $789K | Reduce -61.3% |
| CMCSA Comcast Corp. Class A | 0.32% | 20,089 | $787K | Reduce -9.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 7,914 | $786K | Reduce -10.4% |
| IQV Iqvia Holdings Inc. | 0.31% | 3,677 | $777K | Reduce -7.3% |
| MDT Medtronic PLC | 0.30% | 9,384 | $739K | Reduce -23.0% |
| AVGO Broadcom Inc. | 0.30% | 459 | $737K | Add +27.9% |
| EMR Emerson Electric Co. | 0.30% | 6,689 | $737K | Reduce -13.9% |
| SCHW Schwab (charles) Corp. | 0.30% | 9,990 | $736K | Reduce -7.2% |
| DUK Duke Energy Corp. | 0.29% | 7,100 | $712K | Add +0.2% |
| DVY iShares Select Dividend ETF | 0.28% | 5,652 | $684K | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.28% | 2,249 | $682K | Reduce -41.6% |
| DHR Danaher Corp. | 0.27% | 2,669 | $667K | Reduce -4.4% |
| SBUX Starbucks Corp. | 0.27% | 8,530 | $664K | Add +62.4% |
| CRM Salesforce Inc. | 0.26% | 2,471 | $635K | Add +85.8% |
| TRV The Travelers Cos Inc. | 0.26% | 3,103 | $631K | Add +0.1% |
| QCOM Qualcomm Inc. | 0.25% | 3,145 | $626K | Reduce -22.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.24% | 6,861 | $605K | Reduce -6.4% |
| KMB Kimberly-Clark Corp. | 0.23% | 4,200 | $580K | Reduce -2.7% |
| KMX Carmax Inc. | 0.23% | 7,874 | $577K | Add +16.1% |
| TOTL SS Doubleline TR Tact ETF | 0.23% | 14,467 | $575K | Add +1.5% |
| SPGI S&P Global Inc. | 0.23% | 1,252 | $558K | Reduce -2.8% |
| IGM iShares Expanded Tech Sector | 0.22% | 5,820 | $549K | No change |
Other holdings (5): bonds, preferreds, convertibles and warrants · $98K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CITIGROUP CAPITAL XIII (C V0 10/30/40) | C.PRN | 1,500 | $44K | New |
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | 700 | $17K | New |
| FEDERAL REALTY INVS TRST (FRT 5 PERP C) | PFD | 600 | $13K | New |
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | 600 | $12K | No change |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | 575 | $12K | New |
Total filed on the 13F, all lines: $247.5M.
Portfolio Sells Q1 2024 → Q2 2024
| IVV iShares Core S&P 500 ETF | Reduce -27.0% | 6.26% | −1.46 |
| VWO Vanguard Ftse Emerging Marke | Reduce -53.1% | 0.86% | −0.81 |
| MUB iShares National Muni Bond E | Reduce -50.4% | 0.78% | −0.75 |
| VZ Verizon Communications Inc. | Reduce -64.9% | 0.42% | −0.73 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -47.0% | 0.71% | −0.49 |
| PFE Pfizer Inc. | Reduce -61.3% | 0.32% | −0.47 |
| UPS United Parcel Service Class B | Reduce -25.2% | 0.87% | −0.36 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -44.4% | 0.46% | −0.28 |
| ACN Accenture PLC Class A | Reduce -41.6% | 0.28% | −0.24 |
| UNH Unitedhealth Group Inc. | Reduce -33.2% | 0.55% | −0.23 |
| ETN Eaton Corp. PLC | Reduce -19.6% | 1.40% | −0.23 |
| VLO Valero Energy Corp. | Reduce -61.4% | 0.15% | −0.21 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.18 |
| USB US Bancorp | Reduce -14.8% | 0.65% | −0.17 |
| IWM iShares Russell 2000 ETF | Reduce -40.1% | 0.22% | −0.14 |
| CAT Caterpillar Inc. | Reduce -6.3% | 1.02% | −0.13 |
| V Visa Inc. Class A | Reduce -22.4% | 0.42% | −0.13 |
| MDT Medtronic PLC | Reduce -23.0% | 0.30% | −0.11 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.0% | 1.66% | −0.10 |
| DIS The Walt Disney Co. | Reduce -10.4% | 0.32% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -4.4% | 4.00% | −0.10 |
| WBA Walgreens Boots Alliance Inc. | Reduce -49.7% | 0.04% | −0.10 |
| MCD McDonald's Corp. | Reduce -4.9% | 0.77% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -4.7% | 1.20% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -10.1% | 0.54% | −0.09 |
| TFC Truist Financial Corp. | Reduce -47.1% | 0.10% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -43.7% | 0.11% | −0.08 |
| IQV Iqvia Holdings Inc. | Reduce -7.3% | 0.31% | −0.08 |
| VGT Vanguard Info Tech ETF | Reduce -44.5% | 0.14% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -12.0% | 0.91% | −0.07 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -38.6% | 0.07% | −0.07 |
| HD Home Depot Inc. | Reduce -0.5% | 0.95% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.1% | 0.85% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -4.8% | 0.97% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -9.8% | 0.32% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -9.5% | 0.59% | −0.06 |
| ZTS Zoetis Inc. | Reduce -49.3% | 0.06% | −0.06 |
| IBDP iShares Ibonds Dec 2024 Term | Reduce -39.8% | 0.09% | −0.05 |
| ON On Semiconductor | Reduce -39.7% | 0.08% | −0.05 |
| GLD SPDR Gold Shares | Reduce -20.8% | 0.37% | −0.05 |
| GPC Genuine Parts Co. | Reduce -69.3% | 0.02% | −0.05 |
| JNJ Johnson & Johnson | Reduce -6.9% | 0.42% | −0.05 |
| PKG Packaging Corp. of America | Reduce -6.3% | 0.73% | −0.05 |
| EMR Emerson Electric Co. | Reduce -13.9% | 0.30% | −0.04 |
| PPL PPL Corp. | Reduce -69.4% | 0.02% | −0.04 |
| NVS Novartis AG-Sponsored ADR | Reduce -44.0% | 0.07% | −0.04 |
| MBB iShares MBS ETF | Reduce -39.1% | 0.07% | −0.04 |
| TGT Target Corp. | Reduce -5.4% | 0.19% | −0.04 |
| CE Celanese Corp. | Reduce -13.1% | 0.10% | −0.04 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +78.6% | 1.88% | +1.06 |
| GOOG Alphabet Inc. Class C | Add +753.7% | 0.79% | +0.71 |
| AMZN Amazon.com Inc. | Add +74.4% | 1.18% | +0.57 |
| ADP Automatic Data Processing | Add +544.3% | 0.50% | +0.43 |
| DOW Dow Inc. | New | 0.42% | +0.42 |
| KHC The Kraft Heinz Co. | Add +12419.4% | 0.40% | +0.40 |
| CSX CSX Corp. | New | 0.39% | +0.39 |
| AXP American Express Co. | New | 0.36% | +0.36 |
| BLK BlackRock Finance Inc. | New | 0.36% | +0.36 |
| T AT&T Inc. | Add +502.9% | 0.41% | +0.35 |
| ABBV Abbvie Inc. | Add +370.0% | 0.38% | +0.30 |
| DEO Diageo PLC-Sponsored ADR | New | 0.22% | +0.22 |
| ADBE Adobe Inc. | Add +50.6% | 0.51% | +0.22 |
| BMY Bristol-Myers Squibb Co. | Add +1708.4% | 0.21% | +0.20 |
| AMAT Applied Materials Inc. | New | 0.15% | +0.15 |
| ELV Elevance Health Inc. | Add +43.5% | 0.42% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 12.08% | +0.13 |
| BP BP PLC-Spons ADR | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | Add +27.9% | 0.30% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +14.2% | 0.71% | +0.11 |
| BAC Bank of America Corp. | Add +90.6% | 0.20% | +0.10 |
| CRM Salesforce Inc. | Add +85.8% | 0.26% | +0.10 |
| CBRE CBRE Group Inc. Class A | New | 0.09% | +0.09 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.09% | +0.09 |
| GILD Gilead Sciences Inc. | Add +112.8% | 0.17% | +0.09 |
| SBUX Starbucks Corp. | Add +62.4% | 0.27% | +0.08 |
| PM Philip Morris International | Add +7.3% | 0.41% | +0.08 |
| ELF Elf Beauty Inc. | New | 0.07% | +0.07 |
| CACI Caci International Inc. Class A | New | 0.06% | +0.06 |
| APP AppLovin Corp. Class A | New | 0.06% | +0.06 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| OHI Omega Healthcare Investors | Add +115.8% | 0.09% | +0.05 |
| MOAT Vaneck Morningstar Wide Moat | Add +7.6% | 0.71% | +0.05 |
| ALL Allstate Corp. | New | 0.05% | +0.05 |
| AFL Aflac Inc. | New | 0.04% | +0.04 |
| USA Liberty All Star Equity Fund | Add +3997.4% | 0.04% | +0.04 |
| CVS CVS Health Corp. | Add +64.5% | 0.20% | +0.04 |
| DLR Digital Realty Trust Inc. | New | 0.04% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +34.8% | 0.14% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Add +14.1% | 0.21% | +0.03 |
| CVX Chevron Corp. | Add +2.6% | 0.56% | +0.03 |
| BEN Franklin Templeton Inc. | Add +74.5% | 0.10% | +0.03 |
| LNT Alliant Energy Corp. | Add +0.2% | 0.59% | +0.03 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| JMBS Janus Henderson Mortg Backed | Add +15.0% | 0.18% | +0.03 |
| PG The Procter & Gamble Co. | Add +1.3% | 0.41% | +0.03 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.03% | +0.03 |
| HPQ HP Inc. | Add +7.6% | 0.12% | +0.03 |
| RTX RTX Corp. | Add +13.2% | 0.14% | +0.02 |
| OKE Oneok Inc. | Add +19.0% | 0.11% | +0.02 |
Notes & Other Activity Q1 2024 → Q2 2024
| CITIGROUP CAPITAL XIII (C V0 10/30/40) | C.PRN | New | 1,500 | $44K |
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | New | 700 | $17K |
| FEDERAL REALTY INVS TRST (FRT 5 PERP C) | PFD | New | 600 | $13K |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | New | 575 | $12K |
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 |