United Community Bank
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), United Community Bank reported 401 stock positions worth $256.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 12.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.4%) and iShares MSCI Eafe ETF (EFA, 3.6%). Compared with Q3 2024, it opened 60 new positions, sold out of 16, added to 85 and reduced 122. The biggest buy was Darden Restaurants (DRI, shares +221%) and the biggest sale Southern (SO, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $256.9M (Q4 2024)
- SEC Filing
- 0001104659-25-010378 ↗ filed Feb 7, 2025
Holdings Value
Holdings 401 stocks · $256.9M
| BRK.B Berkshire Hathaway Inc. Class B | 12.44% | 70,506 | $32.0M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 6.36% | 27,744 | $16.3M | Reduce -1.5% |
| EFA iShares MSCI Eafe ETF | 3.55% | 120,756 | $9.1M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.57% | 15,654 | $6.6M | Reduce -0.8% |
| AAPL Apple Inc. | 1.93% | 19,836 | $5.0M | Add +3.1% |
| VXF Vanguard Extended Market ETF | 1.69% | 22,863 | $4.3M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 1.66% | 68,507 | $4.3M | Reduce -0.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.36% | 113,869 | $3.5M | Reduce -0.1% |
| VCIT Vanguard Int-Term Corporate | 1.35% | 43,076 | $3.5M | Add +3.1% |
| CVX Chevron Corp. | 1.30% | 23,071 | $3.3M | Add +2.2% |
| DRI Darden Restaurants Inc. | 1.29% | 17,803 | $3.3M | Add +221.2% |
| CSCO Cisco Systems Inc. | 1.25% | 54,409 | $3.2M | Add +2.6% |
| KO The Coca-Cola Co. | 1.15% | 47,270 | $2.9M | Add +3.4% |
| AMZN Amazon.com Inc. | 1.14% | 13,293 | $2.9M | Add +0.9% |
| JNJ Johnson & Johnson | 1.10% | 19,492 | $2.8M | Add +2.5% |
| CAT Caterpillar Inc. | 1.08% | 7,671 | $2.8M | Add +0.5% |
| META Meta Platforms Inc. Class A | 1.08% | 4,718 | $2.8M | Reduce -1.5% |
| IAU iShares Gold Trust | 1.03% | 53,568 | $2.7M | Reduce -0.0% |
| GIS General Mills Inc. | 0.94% | 37,800 | $2.4M | Add +3.0% |
| ENB Enbridge Inc. | 0.93% | 56,597 | $2.4M | Add +4.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.93% | 46,003 | $2.4M | Add +10.1% |
| MRK Merck & Co. Inc. | 0.92% | 23,666 | $2.4M | Add +4.2% |
| PAYX Paychex Inc. | 0.88% | 16,132 | $2.3M | Add +3.2% |
| MCD McDonald's Corp. | 0.88% | 7,801 | $2.3M | Add +4.3% |
| TGT Target Corp. | 0.87% | 16,576 | $2.2M | Add +406.8% |
| PKG Packaging Corp. of America | 0.87% | 9,930 | $2.2M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.85% | 9,152 | $2.2M | Reduce -3.7% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 18,937 | $2.2M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.84% | 49,184 | $2.2M | Add +4.5% |
| HD Home Depot Inc. | 0.83% | 5,496 | $2.1M | Reduce -1.9% |
| PGR Progressive Corp. | 0.80% | 8,586 | $2.1M | Add +287.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 6,652 | $1.9M | Add +0.5% |
| USB US Bancorp | 0.75% | 40,270 | $1.9M | Add +4.0% |
| AEP American Electric Power | 0.74% | 20,555 | $1.9M | Add +4011.0% |
| NVDA Nvidia Corp. | 0.73% | 14,028 | $1.9M | Reduce -4.9% |
| HPQ HP Inc. | 0.73% | 57,411 | $1.9M | Add +674.7% |
| COST Costco Wholesale Corp. | 0.72% | 2,021 | $1.9M | Reduce -2.6% |
| AGG iShares Core U.S. Aggregate | 0.71% | 18,832 | $1.8M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 0.68% | 9,282 | $1.8M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.66% | 15,826 | $1.7M | Reduce -9.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.63% | 14,220 | $1.6M | New |
| MA Mastercard Inc. Class A | 0.60% | 2,943 | $1.5M | Reduce -1.5% |
| XLK SS Technology Select Sector | 0.59% | 6,559 | $1.5M | No change |
| VNQ Vanguard Real Estate ETF | 0.59% | 16,973 | $1.5M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.58% | 13,775 | $1.5M | Add +0.5% |
| ADP Automatic Data Processing | 0.57% | 5,036 | $1.5M | Add +0.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.56% | 15,650 | $1.5M | Reduce -15.8% |
| GOOG Alphabet Inc. Class C | 0.56% | 7,497 | $1.4M | Add +1.0% |
| IGV iShares Expanded Tech-Softwa | 0.56% | 14,247 | $1.4M | No change |
| V Visa Inc. Class A | 0.51% | 4,141 | $1.3M | Add +0.1% |
| AVGO Broadcom Inc. | 0.49% | 5,425 | $1.3M | Add +4.0% |
| T AT&T Inc. | 0.49% | 55,094 | $1.3M | Reduce -2.0% |
| PM Philip Morris International | 0.48% | 10,238 | $1.2M | Reduce -3.6% |
| TOTL SS Doubleline TR Tact ETF | 0.47% | 30,399 | $1.2M | Add +16.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 1,972 | $1.2M | Reduce -4.4% |
| PSA Public Storage | 0.44% | 3,810 | $1.1M | Add +12.7% |
| KHC The Kraft Heinz Co. | 0.44% | 36,763 | $1.1M | Add +16.2% |
| PFF iShares Preferred & Income S | 0.44% | 35,853 | $1.1M | No change |
| FISV Fiserv Inc. | 0.43% | 5,429 | $1.1M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 5,035 | $1.1M | Reduce -0.8% |
| BKNG Booking Holdings Inc. | 0.43% | 220 | $1.1M | Reduce -21.4% |
| WMT Walmart Inc. | 0.42% | 12,058 | $1.1M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.41% | 5,942 | $1.1M | Add +1.8% |
| ADBE Adobe Inc. | 0.41% | 2,373 | $1.1M | Add +8.9% |
| VGSH Vanguard Short-Term Treasury | 0.41% | 18,059 | $1.1M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.41% | 2,075 | $1.0M | Reduce -13.9% |
| CSX CSX Corp. | 0.40% | 32,092 | $1.0M | Reduce -0.1% |
| CRM Salesforce Inc. | 0.40% | 3,040 | $1.0M | Add +5.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 9,107 | $1.0M | Add +11.7% |
| NEE Nextera Energy Inc. | 0.38% | 13,591 | $974K | Add +7.2% |
| BLK BlackRock Inc. | 0.38% | 948 | $972K | Reduce -3.0% |
| ORCL Oracle Corp. | 0.38% | 5,830 | $972K | No change |
| DOW Dow Inc. | 0.37% | 23,950 | $961K | Add +20.4% |
| AXP American Express Co. | 0.37% | 3,204 | $951K | No change |
| LLY Eli Lilly & Co. | 0.36% | 1,197 | $924K | Add +11.1% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 15,480 | $876K | Reduce -1.2% |
| UPS United Parcel Service Class B | 0.34% | 6,929 | $874K | Add +0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.33% | 4,256 | $841K | Reduce -20.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 2,017 | $828K | Add +44.1% |
| PG The Procter & Gamble Co. | 0.30% | 4,660 | $781K | Reduce -0.8% |
| CMCSA Comcast Corp. Class A | 0.30% | 20,788 | $780K | Reduce -1.4% |
| VZ Verizon Communications Inc. | 0.30% | 19,491 | $779K | Reduce -3.0% |
| PFE Pfizer Inc. | 0.30% | 29,135 | $773K | Reduce -1.1% |
| GLD SPDR Gold Shares | 0.30% | 3,136 | $759K | Reduce -0.0% |
| AMAT Applied Materials Inc. | 0.29% | 4,546 | $739K | Add +139.8% |
| DUK Duke Energy Corp. | 0.29% | 6,806 | $733K | Reduce -1.0% |
| ACN Accenture PLC Class A | 0.28% | 2,069 | $728K | Add +1.5% |
| SBUX Starbucks Corp. | 0.28% | 7,820 | $714K | Reduce -8.2% |
| SCHW Schwab (charles) Corp. | 0.28% | 9,580 | $709K | Reduce -2.7% |
| DVY iShares Select Dividend ETF | 0.27% | 5,300 | $696K | No change |
| IQV Iqvia Holdings Inc. | 0.27% | 3,502 | $688K | Reduce -3.0% |
| TRV The Travelers Cos Inc. | 0.26% | 2,796 | $674K | Reduce -3.0% |
| ELV Elevance Health Inc. | 0.25% | 1,760 | $649K | Add +9.6% |
| EMR Emerson Electric Co. | 0.25% | 5,107 | $633K | Reduce -1.5% |
| QCOM Qualcomm Inc. | 0.25% | 4,102 | $630K | Add +14.7% |
| PHM Pultegroup Inc. | 0.24% | 5,749 | $626K | Add +2.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.24% | 6,861 | $624K | No change |
| KMX Carmax Inc. | 0.23% | 7,234 | $591K | Add +0.9% |
| DEO Diageo PLC-Sponsored ADR | 0.23% | 4,610 | $586K | Add +15.4% |
| IWM iShares Russell 2000 ETF | 0.23% | 2,636 | $582K | Add +0.4% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $53K (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 | $13K | No change |
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | 600 | $12K | No change |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | 575 | $11K | No change |
Total filed on the 13F, all lines: $256.9M.
Portfolio Sells Q3 2024 → Q4 2024
| SO The Southern Co. | Reduce -81.7% | 0.16% | −0.80 |
| ED Consolidated Edison Inc. | Reduce -96.7% | 0.02% | −0.72 |
| PRU Prudential Financial Inc. | Reduce -97.7% | 0.02% | −0.72 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −0.66 |
| LYB Lyondellbasell Indu Class A | Reduce -98.7% | 0.01% | −0.58 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 12.44% | −0.49 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 3.55% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -13.9% | 0.41% | −0.14 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -15.8% | 0.56% | −0.14 |
| KMI Kinder Morgan Inc. | Reduce -96.4% | 0.01% | −0.11 |
| MCHP Microchip Technology Inc. | Reduce -80.0% | 0.01% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -9.4% | 0.66% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.8% | 2.57% | −0.08 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.07 |
| IQV Iqvia Holdings Inc. | Reduce -3.0% | 0.27% | −0.07 |
| IBTI iShares Ibonds Dec 2028 Term | Sold out | 0.00% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -26.9% | 0.15% | −0.06 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −0.06 |
| HD Home Depot Inc. | Reduce -1.9% | 0.83% | −0.05 |
| MDT Medtronic PLC | Reduce -10.2% | 0.20% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -3.0% | 0.30% | −0.05 |
| SBUX Starbucks Corp. | Reduce -8.2% | 0.28% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -1.1% | 0.71% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.3% | 0.17% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -1.4% | 0.30% | −0.04 |
| ALL Allstate Corp. | Reduce -67.1% | 0.02% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -21.4% | 0.43% | −0.04 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -14.7% | 0.18% | −0.04 |
| BIV Vanguard Intermediate-Term B | Reduce -31.9% | 0.06% | −0.04 |
| EQC Equity Commonwealth | Sold out | 0.00% | −0.03 |
| CVS CVS Health Corp. | Reduce -0.2% | 0.08% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -20.0% | 0.33% | −0.03 |
| JMBS Janus Henderson Mortg Backed | Reduce -15.1% | 0.14% | −0.03 |
| PFE Pfizer Inc. | Reduce -1.1% | 0.30% | −0.03 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.03 |
| CSX CSX Corp. | Reduce -0.1% | 0.40% | −0.03 |
| CE Celanese Corp. | Reduce -29.8% | 0.02% | −0.03 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.02 |
| DUK Duke Energy Corp. | Reduce -1.0% | 0.29% | −0.02 |
| SGOV iShares 0-3 Month Treasury B | Reduce -21.5% | 0.09% | −0.02 |
| PM Philip Morris International | Reduce -3.6% | 0.48% | −0.02 |
| PEP Pepsico Inc. | Reduce -5.1% | 0.13% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 0.85% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -0.4% | 0.16% | −0.02 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.02 |
| GD General Dynamics Corp. | Reduce -0.8% | 0.11% | −0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -16.3% | 0.09% | −0.02 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| DRI Darden Restaurants Inc. | Add +221.2% | 1.29% | +0.94 |
| AEP American Electric Power | Add +4011.0% | 0.74% | +0.72 |
| TGT Target Corp. | Add +406.8% | 0.87% | +0.67 |
| TROW T Rowe Price Group Inc. | New | 0.63% | +0.63 |
| HPQ HP Inc. | Add +674.7% | 0.73% | +0.63 |
| PGR Progressive Corp. | Add +287.8% | 0.80% | +0.58 |
| AAPL Apple Inc. | Add +3.1% | 1.93% | +0.18 |
| AMZN Amazon.com Inc. | Add +0.9% | 1.14% | +0.18 |
| CSCO Cisco Systems Inc. | Add +2.6% | 1.25% | +0.15 |
| AVGO Broadcom Inc. | Add +4.0% | 0.49% | +0.14 |
| AMAT Applied Materials Inc. | Add +139.8% | 0.29% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +44.1% | 0.32% | +0.11 |
| QUAL iShares MSCI USA Quality Fac | New | 0.10% | +0.10 |
| DIS The Walt Disney Co. | Add +11.7% | 0.39% | +0.09 |
| CRM Salesforce Inc. | Add +5.7% | 0.40% | +0.09 |
| VONG Vanguard Russell 1000 Growth | New | 0.08% | +0.08 |
| ENB Enbridge Inc. | Add +4.1% | 0.93% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 0.56% | +0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +10.1% | 0.93% | +0.07 |
| V Visa Inc. Class A | Add +0.1% | 0.51% | +0.07 |
| CBRE CBRE Group Inc. Class A | Add +49.9% | 0.18% | +0.06 |
| PAYX Paychex Inc. | Add +3.2% | 0.88% | +0.06 |
| SCHG Schwab US Large-Cap Growth | New | 0.06% | +0.06 |
| USB US Bancorp | Add +4.0% | 0.75% | +0.06 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.05% | +0.05 |
| KKR KKR & Co. Inc. | New | 0.05% | +0.05 |
| BSCP Invesco Bulletshares 2025 CB | New | 0.05% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.05% | +0.05 |
| TOTL SS Doubleline TR Tact ETF | Add +16.3% | 0.47% | +0.04 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.04% | +0.04 |
| SCHB Schwab US Broad Market ETF | New | 0.04% | +0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.04% | +0.04 |
| BSCR Invesco Bulletshares 2027 CB | New | 0.04% | +0.04 |
| BSCQ Invesco Bulletshares 2026 CB | New | 0.04% | +0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.04% | +0.04 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.04% | +0.04 |
| PKG Packaging Corp. of America | Add +0.4% | 0.87% | +0.04 |
| SCHD Schwab US DVD Equity ETF | New | 0.04% | +0.04 |
| IWD iShares Russell 1000 Value E | New | 0.04% | +0.04 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.04% | +0.04 |
| LUV Southwest Airlines Co. | New | 0.03% | +0.03 |
| ADP Automatic Data Processing | Add +0.5% | 0.57% | +0.03 |
| GEHC GE Healthcare Technology | Add +2891.9% | 0.03% | +0.03 |
| RDVY First Trust Rising Dividend | New | 0.03% | +0.03 |
| SDVY First Trust Smid Cap Rising | New | 0.03% | +0.03 |
| FHLC Fidelity MSCI Health Care | New | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +62.9% | 0.06% | +0.02 |
| WFC Wells Fargo & Co. | Add +5.2% | 0.10% | +0.02 |
| HON Honeywell International Inc. | Add +8.3% | 0.14% | +0.02 |
| HSY The Hershey Co. | New | 0.02% | +0.02 |
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 |