United Community Bank
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), United Community Bank reported 357 stock positions worth $256.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 12.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.3%) and iShares MSCI Eafe ETF (EFA, 3.9%). Compared with Q2 2024, it opened 5 new positions, sold out of 31, added to 81 and reduced 165. The biggest buy was SS SPDR BB Ig Float RT ETF (FLRN, shares +3663%) and the biggest sale Eaton (ETN, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $256.1M (Q3 2024)
- SEC Filing
- 0001104659-24-112497 ↗ filed Oct 30, 2024
Holdings Value
Holdings 357 stocks · $256.1M
| BRK.B Berkshire Hathaway Inc. Class B | 12.93% | 71,967 | $33.1M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 6.35% | 28,179 | $16.3M | Reduce -0.5% |
| EFA iShares MSCI Eafe ETF | 3.95% | 120,867 | $10.1M | Reduce -4.3% |
| MSFT Microsoft Corp. | 2.65% | 15,777 | $6.8M | Reduce -10.5% |
| AAPL Apple Inc. | 1.75% | 19,234 | $4.5M | Reduce -12.8% |
| IJH iShares Core S&P Midcap ETF | 1.67% | 68,647 | $4.3M | Reduce -2.3% |
| VXF Vanguard Extended Market ETF | 1.64% | 23,008 | $4.2M | Reduce -6.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.37% | 114,029 | $3.5M | Add +3663.3% |
| VCIT Vanguard Int-Term Corporate | 1.37% | 41,786 | $3.5M | Add +2691.3% |
| CVX Chevron Corp. | 1.30% | 22,566 | $3.3M | Add +154.2% |
| KO The Coca-Cola Co. | 1.28% | 45,700 | $3.3M | Add +1.4% |
| JNJ Johnson & Johnson | 1.20% | 19,023 | $3.1M | Add +169.5% |
| CAT Caterpillar Inc. | 1.17% | 7,631 | $3.0M | Add +0.9% |
| CSCO Cisco Systems Inc. | 1.10% | 53,044 | $2.8M | Add +5.5% |
| META Meta Platforms Inc. Class A | 1.07% | 4,788 | $2.7M | Reduce -1.1% |
| GIS General Mills Inc. | 1.06% | 36,685 | $2.7M | Add +567.0% |
| IAU iShares Gold Trust | 1.04% | 53,578 | $2.7M | Add +83.5% |
| MRK Merck & Co. Inc. | 1.01% | 22,706 | $2.6M | Reduce -5.7% |
| SO The Southern Co. | 0.96% | 27,324 | $2.5M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.96% | 13,168 | $2.5M | Reduce -12.7% |
| MCD McDonald's Corp. | 0.89% | 7,476 | $2.3M | Add +0.5% |
| HD Home Depot Inc. | 0.89% | 5,603 | $2.3M | Reduce -18.3% |
| VWO Vanguard Ftse Emerging Marke | 0.88% | 47,047 | $2.3M | Reduce -3.4% |
| IJR iShares Core S&P Small-Cap E | 0.87% | 19,072 | $2.2M | Reduce -2.7% |
| ENB Enbridge Inc. | 0.86% | 54,352 | $2.2M | Add +0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.86% | 41,769 | $2.2M | Reduce -3.9% |
| PKG Packaging Corp. of America | 0.83% | 9,890 | $2.1M | Add +0.1% |
| PAYX Paychex Inc. | 0.82% | 15,637 | $2.1M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.78% | 9,506 | $2.0M | Reduce -14.3% |
| AGG iShares Core U.S. Aggregate | 0.75% | 19,032 | $1.9M | Add +4.7% |
| ED Consolidated Edison Inc. | 0.74% | 18,309 | $1.9M | Reduce -7.8% |
| MUB iShares National Muni Bond E | 0.74% | 17,466 | $1.9M | Reduce -3.2% |
| PRU Prudential Financial Inc. | 0.74% | 15,618 | $1.9M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 6,617 | $1.9M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.72% | 2,076 | $1.8M | Reduce -10.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.70% | 18,595 | $1.8M | Reduce -8.5% |
| NVDA Nvidia Corp. | 0.70% | 14,756 | $1.8M | Reduce -46.7% |
| USB US Bancorp | 0.69% | 38,715 | $1.8M | Reduce -4.1% |
| LNT Alliant Energy Corp. | 0.66% | 27,764 | $1.7M | Reduce -3.3% |
| VNQ Vanguard Real Estate ETF | 0.64% | 16,930 | $1.6M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.63% | 13,702 | $1.6M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 0.60% | 9,342 | $1.5M | Reduce -11.3% |
| LYB Lyondellbasell Indu Class A | 0.58% | 15,622 | $1.5M | Reduce -2.8% |
| XLK SS Technology Select Sector | 0.58% | 6,559 | $1.5M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.58% | 2,988 | $1.5M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.55% | 2,410 | $1.4M | Reduce -9.8% |
| ADP Automatic Data Processing | 0.54% | 5,011 | $1.4M | Reduce -4.2% |
| PM Philip Morris International | 0.50% | 10,623 | $1.3M | Add +5.7% |
| IGV iShares Expanded Tech-Softwa | 0.50% | 14,247 | $1.3M | Reduce -20.3% |
| GOOG Alphabet Inc. Class C | 0.48% | 7,422 | $1.2M | Reduce -30.2% |
| T AT&T Inc. | 0.48% | 56,248 | $1.2M | Add +7.2% |
| PSA Public Storage | 0.48% | 3,380 | $1.2M | Add +2.0% |
| PFF iShares Preferred & Income S | 0.47% | 35,853 | $1.2M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 2,062 | $1.2M | Reduce -2.1% |
| BKNG Booking Holdings Inc. | 0.46% | 280 | $1.2M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.45% | 5,835 | $1.2M | Add +6.7% |
| V Visa Inc. Class A | 0.44% | 4,139 | $1.1M | Add +5.5% |
| ADBE Adobe Inc. | 0.44% | 2,178 | $1.1M | Reduce -4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 5,074 | $1.1M | Add +3.0% |
| KHC The Kraft Heinz Co. | 0.43% | 31,633 | $1.1M | Add +1.9% |
| CSX CSX Corp. | 0.43% | 32,107 | $1.1M | Add +10.6% |
| DOW Dow Inc. | 0.42% | 19,890 | $1.1M | Add +1.7% |
| TOTL SS Doubleline TR Tact ETF | 0.42% | 26,144 | $1.1M | Add +80.7% |
| NEE Nextera Energy Inc. | 0.42% | 12,681 | $1.1M | Reduce -15.2% |
| VGSH Vanguard Short-Term Treasury | 0.42% | 18,156 | $1.1M | Add +411.1% |
| ORCL Oracle Corp. | 0.39% | 5,830 | $993K | Reduce -4.2% |
| WMT Walmart Inc. | 0.38% | 12,181 | $984K | Reduce -18.2% |
| FISV Fiserv Inc. | 0.38% | 5,444 | $978K | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.37% | 1,077 | $954K | Reduce -20.3% |
| UPS United Parcel Service Class B | 0.37% | 6,899 | $941K | Reduce -56.3% |
| BLK BlackRock Finance Inc. | 0.36% | 977 | $928K | Reduce -12.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 5,321 | $924K | Reduce -1.6% |
| DRI Darden Restaurants Inc. | 0.36% | 5,543 | $910K | Reduce -6.4% |
| VZ Verizon Communications Inc. | 0.35% | 20,092 | $902K | Reduce -20.8% |
| AVGO Broadcom Inc. | 0.35% | 5,215 | $900K | Add +13.6% |
| CMCSA Comcast Corp. Class A | 0.34% | 21,083 | $881K | Add +5.0% |
| AXP American Express Co. | 0.34% | 3,204 | $869K | Reduce -17.1% |
| IQV Iqvia Holdings Inc. | 0.33% | 3,612 | $856K | Reduce -1.8% |
| PFE Pfizer Inc. | 0.33% | 29,445 | $852K | Add +4.5% |
| ELV Elevance Health Inc. | 0.33% | 1,606 | $835K | Reduce -15.8% |
| SBUX Starbucks Corp. | 0.32% | 8,515 | $830K | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.32% | 4,697 | $814K | Reduce -23.0% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 15,670 | $811K | Add +25.0% |
| PHM Pultegroup Inc. | 0.31% | 5,589 | $802K | Add +25.2% |
| DUK Duke Energy Corp. | 0.31% | 6,876 | $793K | Reduce -3.1% |
| CRM Salesforce Inc. | 0.31% | 2,875 | $787K | Add +16.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 8,157 | $785K | Add +3.1% |
| GLD SPDR Gold Shares | 0.30% | 3,137 | $762K | Reduce -26.0% |
| ACN Accenture PLC Class A | 0.28% | 2,039 | $721K | Reduce -9.3% |
| DVY iShares Select Dividend ETF | 0.28% | 5,300 | $716K | Reduce -6.2% |
| TRV The Travelers Cos Inc. | 0.26% | 2,884 | $675K | Reduce -7.1% |
| DHR Danaher Corp. | 0.26% | 2,403 | $668K | Reduce -10.0% |
| MDT Medtronic PLC | 0.25% | 7,233 | $651K | Reduce -22.9% |
| SCHW Schwab (charles) Corp. | 0.25% | 9,850 | $638K | Reduce -1.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.25% | 6,861 | $631K | No change |
| QCOM Qualcomm Inc. | 0.24% | 3,578 | $608K | Add +13.8% |
| SPGI S&P Global Inc. | 0.23% | 1,156 | $597K | Reduce -7.7% |
| KMB Kimberly-Clark Corp. | 0.23% | 4,195 | $597K | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.23% | 2,626 | $580K | No change |
| EMR Emerson Electric Co. | 0.22% | 5,187 | $567K | Reduce -22.4% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $57K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | 700 | $18K | No change |
| FEDERAL REALTY INVS TRST (FRT 5 PERP C) | PFD | 600 | $14K | No change |
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | 600 | $13K | No change |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | 575 | $13K | No change |
Total filed on the 13F, all lines: $256.2M.
Portfolio Sells Q2 2024 → Q3 2024
| ETN Eaton Corp. PLC | Reduce -92.3% | 0.11% | −1.29 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -99.0% | 0.01% | −1.14 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.90 |
| NVDA Nvidia Corp. | Reduce -46.7% | 0.70% | −0.68 |
| MSFT Microsoft Corp. | Reduce -10.5% | 2.65% | −0.53 |
| UPS United Parcel Service Class B | Reduce -56.3% | 0.37% | −0.51 |
| COMT iShares Gsci Commodity Dynam | Sold out | 0.00% | −0.50 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.36 |
| GOOG Alphabet Inc. Class C | Reduce -30.2% | 0.48% | −0.30 |
| AMZN Amazon.com Inc. | Reduce -12.7% | 0.96% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -5.7% | 1.01% | −0.20 |
| IGM iShares Expanded Tech Sector | Reduce -87.6% | 0.03% | −0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -11.3% | 0.60% | −0.17 |
| IGV iShares Expanded Tech-Softwa | Reduce -20.3% | 0.50% | −0.13 |
| AAPL Apple Inc. | Reduce -12.8% | 1.75% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -14.3% | 0.78% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -20.3% | 0.37% | −0.12 |
| INTC Intel Corp. | Reduce -74.3% | 0.03% | −0.12 |
| VGLT Vanguard Long-Term Treasury | Reduce -92.7% | 0.01% | −0.12 |
| ELV Elevance Health Inc. | Reduce -15.8% | 0.33% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -23.0% | 0.32% | −0.09 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -10.8% | 0.72% | −0.08 |
| CVS CVS Health Corp. | Reduce -42.5% | 0.12% | −0.08 |
| EMR Emerson Electric Co. | Reduce -22.4% | 0.22% | −0.08 |
| ADBE Adobe Inc. | Reduce -4.7% | 0.44% | −0.07 |
| MAR Marriott International Class A | Reduce -39.8% | 0.11% | −0.07 |
| GLD SPDR Gold Shares | Reduce -26.0% | 0.30% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -20.8% | 0.35% | −0.07 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -96.0% | 0.00% | −0.07 |
| HD Home Depot Inc. | Reduce -18.3% | 0.89% | −0.07 |
| PLD Prologis Inc. | Reduce -96.9% | 0.00% | −0.07 |
| MBB iShares MBS ETF | Reduce -82.3% | 0.01% | −0.06 |
| VLO Valero Energy Corp. | Reduce -25.9% | 0.09% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -4.3% | 3.95% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -6.9% | 1.64% | −0.05 |
| GD General Dynamics Corp. | Reduce -28.7% | 0.13% | −0.05 |
| CE Celanese Corp. | Reduce -52.0% | 0.04% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -1.4% | 0.25% | −0.05 |
| TXT Textron Inc. | Reduce -97.0% | 0.00% | −0.04 |
| MDT Medtronic PLC | Reduce -22.9% | 0.25% | −0.04 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -92.5% | 0.00% | −0.04 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -4.8% | 0.63% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.9% | 0.86% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -3.2% | 0.74% | −0.04 |
| LYB Lyondellbasell Indu Class A | Reduce -2.8% | 0.58% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| FLRN SS SPDR BB Ig Float RT ETF | Add +3663.3% | 1.37% | +1.34 |
| VCIT Vanguard Int-Term Corporate | Add +2691.3% | 1.37% | +1.32 |
| GIS General Mills Inc. | Add +567.0% | 1.06% | +0.92 |
| JNJ Johnson & Johnson | Add +169.5% | 1.20% | +0.79 |
| CVX Chevron Corp. | Add +154.2% | 1.30% | +0.74 |
| IAU iShares Gold Trust | Add +83.5% | 1.04% | +0.52 |
| VGSH Vanguard Short-Term Treasury | Add +411.1% | 0.42% | +0.34 |
| TOTL SS Doubleline TR Tact ETF | Add +80.7% | 0.42% | +0.19 |
| CAT Caterpillar Inc. | Add +0.9% | 1.17% | +0.15 |
| CSCO Cisco Systems Inc. | Add +5.5% | 1.10% | +0.14 |
| MCD McDonald's Corp. | Add +0.5% | 0.89% | +0.12 |
| KO The Coca-Cola Co. | Add +1.4% | 1.28% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +123.3% | 0.21% | +0.12 |
| PHM Pultegroup Inc. | Add +25.2% | 0.31% | +0.11 |
| BMY Bristol-Myers Squibb Co. | Add +25.0% | 0.32% | +0.11 |
| PKG Packaging Corp. of America | Add +0.1% | 0.83% | +0.10 |
| PSA Public Storage | Add +2.0% | 0.48% | +0.09 |
| IBM Intl Business Machines Corp. | Add +3.0% | 0.44% | +0.09 |
| PM Philip Morris International | Add +5.7% | 0.50% | +0.09 |
| ENB Enbridge Inc. | Add +0.8% | 0.86% | +0.09 |
| SYF Synchrony Financial | New | 0.08% | +0.08 |
| T AT&T Inc. | Add +7.2% | 0.48% | +0.08 |
| PAYX Paychex Inc. | Add +0.4% | 0.82% | +0.07 |
| ABBV Abbvie Inc. | Add +6.7% | 0.45% | +0.07 |
| MDLZ Mondelez International Inc. Class A | Add +36.4% | 0.21% | +0.07 |
| PGR Progressive Corp. | Add +21.9% | 0.22% | +0.07 |
| EBAY eBay Inc. | New | 0.07% | +0.07 |
| DLR Digital Realty Trust Inc. | Add +137.2% | 0.10% | +0.06 |
| SHW The Sherwin-Williams Co. | Add +18.2% | 0.18% | +0.06 |
| AVGO Broadcom Inc. | Add +13.6% | 0.35% | +0.05 |
| CRM Salesforce Inc. | Add +16.4% | 0.31% | +0.05 |
| CASY Casey's General Stores Inc. | New | 0.05% | +0.05 |
| CI The Cigna Group | Add +322.9% | 0.06% | +0.05 |
| OHI Omega Healthcare Investors | Add +28.0% | 0.14% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +43.3% | 0.15% | +0.04 |
| CSX CSX Corp. | Add +10.6% | 0.43% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +4.7% | 0.75% | +0.04 |
| KDP Keurig Dr Pepper Inc. | New | 0.04% | +0.04 |
| GILD Gilead Sciences Inc. | Add +2.4% | 0.20% | +0.03 |
| NXPI NXP Semiconductors NV | Add +662.0% | 0.04% | +0.03 |
| APP AppLovin Corp. Class A | Add +1.5% | 0.09% | +0.03 |
| KHC The Kraft Heinz Co. | Add +1.9% | 0.43% | +0.03 |
| V Visa Inc. Class A | Add +5.5% | 0.44% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +5.0% | 0.34% | +0.03 |
| DAL Delta Air Lines Inc. | Add +26.9% | 0.10% | +0.02 |
| LNTH Lantheus Holdings Inc. | Add +17.6% | 0.07% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.2% | 0.73% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +27.4% | 0.10% | +0.02 |
| MET Metlife Inc. | Add +0.5% | 0.17% | +0.02 |
| LOW Lowe's Cos Inc. | Add +19.9% | 0.07% | +0.02 |
Notes & Other Activity Q2 2024 → Q3 2024
| CITIGROUP CAPITAL XIII (C V0 10/30/40) | C.PRN | Sold out | 1,500 | $44Kbefore exit |
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 |