United Community Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), United Community Bank reported 499 stock positions worth $292.3 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, 5.7%) and iShares Gold Trust Micro (IAUM, 4.1%). Compared with Q1 2025, it opened 55 new positions, sold out of 39, added to 158 and reduced 133. The biggest buy was Invesco S&P 500 Buywrite ETF (PBP, shares +1502%) and the biggest sale an exit from T Rowe Price (TROW).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $292.3M (Q2 2025)
- SEC Filing
- 0001104659-25-072495 ↗ filed Jul 31, 2025
Holdings Value
Holdings 499 stocks · $292.3M
| BRK.B Berkshire Hathaway Inc. Class B | 11.86% | 71,352 | $34.7M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 5.66% | 26,649 | $16.5M | Reduce -4.3% |
| IAUM iShares Gold Trust Micro | 4.06% | 360,013 | $11.9M | Add +883.2% |
| PBP Invesco S&P 500 Buywrite ETF | 3.96% | 529,238 | $11.6M | Add +1501.6% |
| EFA iShares MSCI Eafe ETF | 3.02% | 98,727 | $8.8M | Reduce -11.1% |
| MSFT Microsoft Corp. | 2.79% | 16,375 | $8.1M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 1.39% | 65,332 | $4.1M | Reduce -2.8% |
| T AT&T Inc. | 1.32% | 133,652 | $3.9M | Add +6.8% |
| CSCO Cisco Systems Inc. | 1.26% | 53,033 | $3.7M | Reduce -1.0% |
| VXF Vanguard Extended Market ETF | 1.23% | 18,622 | $3.6M | Reduce -16.6% |
| AAPL Apple Inc. | 1.18% | 16,830 | $3.5M | Reduce -7.2% |
| META Meta Platforms Inc. Class A | 1.18% | 4,673 | $3.4M | Reduce -9.3% |
| NVDA Nvidia Corp. | 1.13% | 20,816 | $3.3M | Add +6.1% |
| CVX Chevron Corp. | 1.12% | 22,859 | $3.3M | Add +1.5% |
| DRI Darden Restaurants Inc. | 1.11% | 14,918 | $3.3M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 1.08% | 14,347 | $3.1M | Add +8.3% |
| VCIT Vanguard Int-Term Corporate | 1.08% | 37,932 | $3.1M | Reduce -4.0% |
| IAU iShares Gold Trust | 1.05% | 49,166 | $3.1M | Reduce -12.0% |
| DUK Duke Energy Corp. | 1.02% | 25,161 | $3.0M | Add +1.4% |
| JNJ Johnson & Johnson | 0.98% | 18,816 | $2.9M | Reduce -5.0% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.95% | 89,678 | $2.8M | Reduce -11.4% |
| ENB Enbridge Inc. | 0.93% | 59,751 | $2.7M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 0.87% | 8,800 | $2.6M | Reduce -8.0% |
| KMB Kimberly-Clark Corp. | 0.83% | 18,911 | $2.4M | Add +2.1% |
| PNC PNC Financial Services Group | 0.81% | 12,678 | $2.4M | Add +2.9% |
| MDT Medtronic PLC | 0.79% | 26,537 | $2.3M | Reduce -0.6% |
| PGR Progressive Corp. | 0.79% | 8,653 | $2.3M | Add +271.5% |
| USB US Bancorp | 0.78% | 50,484 | $2.3M | Add +2.9% |
| BMY Bristol-Myers Squibb Co. | 0.75% | 47,464 | $2.2M | Add +202.8% |
| AEP American Electric Power | 0.71% | 20,030 | $2.1M | Add +2.0% |
| IJR iShares Core S&P Small-Cap E | 0.71% | 18,867 | $2.1M | Reduce -19.4% |
| GPC Genuine Parts Co. | 0.69% | 16,682 | $2.0M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 6,597 | $2.0M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.68% | 40,086 | $2.0M | Reduce -11.5% |
| PSA Public Storage | 0.67% | 6,684 | $2.0M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 0.67% | 11,094 | $2.0M | Add +3.7% |
| AMGN Amgen Inc. | 0.66% | 6,939 | $1.9M | Add +2.5% |
| HD Home Depot Inc. | 0.63% | 4,987 | $1.8M | Reduce -9.2% |
| PKG Packaging Corp. of America | 0.61% | 9,506 | $1.8M | Add +3.7% |
| AGG iShares Core U.S. Aggregate | 0.60% | 17,547 | $1.7M | Add +1.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.58% | 32,115 | $1.7M | Reduce -5.9% |
| PM Philip Morris International | 0.58% | 9,302 | $1.7M | Reduce -6.0% |
| HPQ HP Inc. | 0.58% | 69,169 | $1.7M | Add +6.3% |
| COST Costco Wholesale Corp. | 0.58% | 1,707 | $1.7M | Reduce -12.9% |
| EMN Eastman Chemical Co. | 0.55% | 21,587 | $1.6M | Add +4.1% |
| AVGO Broadcom Inc. | 0.55% | 5,836 | $1.6M | Reduce -17.5% |
| V Visa Inc. Class A | 0.54% | 4,485 | $1.6M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.54% | 2,823 | $1.6M | Reduce -6.9% |
| ADP Automatic Data Processing | 0.54% | 5,108 | $1.6M | Reduce -3.4% |
| AVB Avalonbay Communities Inc. | 0.54% | 7,725 | $1.6M | New |
| XLK SS Technology Select Sector | 0.53% | 6,139 | $1.6M | No change |
| GOOG Alphabet Inc. Class C | 0.53% | 8,737 | $1.5M | Reduce -0.8% |
| BKNG Booking Holdings Inc. | 0.52% | 262 | $1.5M | Add +11.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.50% | 15,600 | $1.5M | Add +0.2% |
| KO The Coca-Cola Co. | 0.50% | 20,665 | $1.5M | Add +0.9% |
| MUB iShares National Muni Bond E | 0.50% | 13,897 | $1.5M | Reduce -12.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 2,322 | $1.4M | Add +22.1% |
| TOTL SS Doubleline TR Tact ETF | 0.46% | 33,447 | $1.3M | Add +0.7% |
| BLK BlackRock Inc. | 0.41% | 1,131 | $1.2M | Reduce -6.1% |
| ABBV Abbvie Inc. | 0.40% | 6,329 | $1.2M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.39% | 1,480 | $1.2M | Add +7.0% |
| VNQ Vanguard Real Estate ETF | 0.39% | 12,939 | $1.2M | Reduce -21.5% |
| XOM Exxon Mobil Corp. | 0.39% | 10,650 | $1.1M | Reduce -26.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 3,814 | $1.1M | Reduce -9.9% |
| IGV iShares Expanded Tech-Softwa | 0.38% | 10,212 | $1.1M | Reduce -28.3% |
| AMAT Applied Materials Inc. | 0.38% | 6,039 | $1.1M | Add +31.6% |
| FISV Fiserv Inc. | 0.37% | 6,300 | $1.1M | Add +11.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 8,638 | $1.1M | Reduce -7.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 2,428 | $1.1M | Add +11.1% |
| VZ Verizon Communications Inc. | 0.36% | 24,394 | $1.1M | Reduce -6.7% |
| VGSH Vanguard Short-Term Treasury | 0.36% | 17,846 | $1.0M | Reduce -0.4% |
| ADBE Adobe Inc. | 0.36% | 2,696 | $1.0M | Add +14.8% |
| ORCL Oracle Corp. | 0.36% | 4,747 | $1.0M | Reduce -20.8% |
| CRM Salesforce Inc. | 0.35% | 3,779 | $1.0M | Add +9.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 4,351 | $985K | Add +2.8% |
| CSX CSX Corp. | 0.33% | 29,852 | $974K | Reduce -3.1% |
| GLD SPDR Gold Shares | 0.32% | 3,098 | $944K | Reduce -2.3% |
| WMT Walmart Inc. | 0.32% | 9,526 | $931K | Reduce -26.4% |
| NEE Nextera Energy Inc. | 0.31% | 13,006 | $903K | Reduce -9.8% |
| SCHW Schwab (charles) Corp. | 0.31% | 9,839 | $898K | Add +1.5% |
| AXP American Express Co. | 0.30% | 2,772 | $884K | Reduce -14.8% |
| PFF iShares Preferred & Income S | 0.26% | 24,885 | $763K | Reduce -16.9% |
| CMCSA Comcast Corp. Class A | 0.25% | 20,859 | $744K | Reduce -4.4% |
| IQV Iqvia Holdings Inc. | 0.25% | 4,702 | $741K | Add +34.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 15,557 | $736K | Reduce -4.0% |
| ACN Accenture PLC Class A | 0.25% | 2,458 | $735K | Add +5.5% |
| SBUX Starbucks Corp. | 0.25% | 7,864 | $721K | Reduce -0.3% |
| GILD Gilead Sciences Inc. | 0.24% | 6,414 | $711K | Reduce -5.3% |
| DVY iShares Select Dividend ETF | 0.24% | 5,275 | $701K | Add +0.3% |
| EMR Emerson Electric Co. | 0.24% | 5,155 | $687K | Reduce -1.0% |
| PFE Pfizer Inc. | 0.23% | 28,260 | $685K | Reduce -8.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.23% | 7,402 | $673K | Add +8.0% |
| PG The Procter & Gamble Co. | 0.22% | 4,037 | $643K | Reduce -18.6% |
| QCOM Qualcomm Inc. | 0.22% | 3,975 | $633K | Reduce -5.2% |
| UPS United Parcel Service Class B | 0.22% | 6,269 | $633K | Reduce -11.5% |
| TRV The Travelers Cos Inc. | 0.21% | 2,328 | $623K | Reduce -16.1% |
| UNH Unitedhealth Group Inc. | 0.21% | 1,971 | $615K | Reduce -8.9% |
| ELV Elevance Health Inc. | 0.21% | 1,580 | $615K | Reduce -10.9% |
| IVW iShares S&P 500 Growth ETF | 0.20% | 5,197 | $572K | Add +60.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 5,949 | $546K | Add +3.2% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $51K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | 700 | $17K | No change |
| FEDERAL REALTY INVS TRST (FRT 5 PERP C) | PFD | 600 | $12K | No change |
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | 600 | $11K | No change |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | 575 | $10K | No change |
Total filed on the 13F, all lines: $292.3M.
Portfolio Sells Q1 2025 → Q2 2025
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.62 |
| TGT Target Corp. | Reduce -83.8% | 0.10% | −0.62 |
| EFA iShares MSCI Eafe ETF | Reduce -11.1% | 3.02% | −0.36 |
| AAPL Apple Inc. | Reduce -7.2% | 1.18% | −0.32 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.30 |
| XOM Exxon Mobil Corp. | Reduce -26.1% | 0.39% | −0.25 |
| JNJ Johnson & Johnson | Reduce -5.0% | 0.98% | −0.24 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -11.4% | 0.95% | −0.22 |
| UNH Unitedhealth Group Inc. | Reduce -8.9% | 0.21% | −0.21 |
| IJR iShares Core S&P Small-Cap E | Reduce -19.4% | 0.71% | −0.21 |
| VXF Vanguard Extended Market ETF | Reduce -16.6% | 1.23% | −0.20 |
| IAU iShares Gold Trust | Reduce -12.0% | 1.05% | −0.18 |
| IVV iShares Core S&P 500 ETF | Reduce -4.3% | 5.66% | −0.17 |
| VNQ Vanguard Real Estate ETF | Reduce -21.5% | 0.39% | −0.16 |
| VCIT Vanguard Int-Term Corporate | Reduce -4.0% | 1.08% | −0.13 |
| MUB iShares National Muni Bond E | Reduce -12.2% | 0.50% | −0.13 |
| HD Home Depot Inc. | Reduce -9.2% | 0.63% | −0.12 |
| CHKP Check Point Software Tech | Reduce -42.0% | 0.12% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -12.9% | 0.58% | −0.11 |
| WMT Walmart Inc. | Reduce -26.4% | 0.32% | −0.10 |
| MDT Medtronic PLC | Reduce -0.6% | 0.79% | −0.10 |
| ABBV Abbvie Inc. | Reduce -1.7% | 0.40% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -18.6% | 0.22% | −0.10 |
| IGV iShares Expanded Tech-Softwa | Reduce -28.3% | 0.38% | −0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -5.9% | 0.58% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -11.5% | 0.68% | −0.09 |
| MCD McDonald's Corp. | Reduce -39.6% | 0.09% | −0.08 |
| PFF iShares Preferred & Income S | Reduce -16.9% | 0.26% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -6.7% | 0.36% | −0.08 |
| BBH Vaneck Biotech ETF | Sold out | 0.00% | −0.08 |
| ELV Elevance Health Inc. | Reduce -10.9% | 0.21% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -6.9% | 0.54% | −0.08 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.8% | 1.39% | −0.08 |
| UPS United Parcel Service Class B | Reduce -11.5% | 0.22% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -9.8% | 0.31% | −0.07 |
| COR Cencora Inc. | Reduce -35.7% | 0.11% | −0.06 |
| DRI Darden Restaurants Inc. | Reduce -1.9% | 1.11% | −0.06 |
| ADP Automatic Data Processing | Reduce -3.4% | 0.54% | −0.06 |
| KMX Carmax Inc. | Reduce -10.2% | 0.15% | −0.06 |
| TRV The Travelers Cos Inc. | Reduce -16.1% | 0.21% | −0.06 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.06 |
| PEP Pepsico Inc. | Reduce -34.3% | 0.07% | −0.06 |
| PFE Pfizer Inc. | Reduce -8.7% | 0.23% | −0.06 |
| SO The Southern Co. | Reduce -22.7% | 0.13% | −0.05 |
| RTX RTX Corp. | Reduce -32.1% | 0.11% | −0.05 |
| SPGI S&P Global Inc. | Reduce -17.5% | 0.18% | −0.05 |
| GD General Dynamics Corp. | Reduce -39.7% | 0.07% | −0.05 |
| MET Metlife Inc. | Reduce -20.4% | 0.13% | −0.05 |
| DHR Danaher Corp. | Reduce -15.3% | 0.14% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -4.4% | 0.25% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| PBP Invesco S&P 500 Buywrite ETF | Add +1501.6% | 3.96% | +3.69 |
| IAUM iShares Gold Trust Micro | Add +883.2% | 4.06% | +3.64 |
| PGR Progressive Corp. | Add +271.5% | 0.79% | +0.54 |
| AVB Avalonbay Communities Inc. | New | 0.54% | +0.54 |
| BMY Bristol-Myers Squibb Co. | Add +202.8% | 0.75% | +0.40 |
| NVDA Nvidia Corp. | Add +6.1% | 1.13% | +0.33 |
| ABNB Airbnb Inc. Class A | New | 0.14% | +0.14 |
| AMZN Amazon.com Inc. | Add +8.3% | 1.08% | +0.14 |
| AMAT Applied Materials Inc. | Add +31.6% | 0.38% | +0.13 |
| BKNG Booking Holdings Inc. | Add +11.5% | 0.52% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.1% | 0.49% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +60.6% | 0.20% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.8% | 0.34% | +0.08 |
| NOW ServiceNow Inc. | Add +77.6% | 0.14% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.1% | 0.36% | +0.06 |
| INTU Intuit Inc. | Add +32.4% | 0.17% | +0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Add +112.6% | 0.10% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +3.7% | 0.67% | +0.05 |
| PWR Quanta Services Inc. | Add +62.6% | 0.09% | +0.05 |
| FLEX Flex Ltd. | Add +12.4% | 0.13% | +0.05 |
| NRG NRG Energy Inc. | Add +0.5% | 0.12% | +0.04 |
| NFLX Netflix Inc. | Add +1.8% | 0.16% | +0.04 |
| ETN Eaton Corp. PLC | Add +11.9% | 0.14% | +0.04 |
| VONG Vanguard Russell 1000 Growth | Add +16.9% | 0.16% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +13.2% | 0.16% | +0.03 |
| SYK Stryker Corp. | Add +25.7% | 0.17% | +0.03 |
| APP AppLovin Corp. Class A | Add +1.3% | 0.14% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +40.0% | 0.08% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +1.5% | 0.31% | +0.02 |
| KLAC KLA Corp. | Add +8.0% | 0.10% | +0.02 |
| GWW WW Grainger Inc. | Add +34.6% | 0.10% | +0.02 |
| IQV Iqvia Holdings Inc. | Add +34.3% | 0.25% | +0.02 |
| SYY Sysco Corp. | Add +1047.1% | 0.03% | +0.02 |
| ADBE Adobe Inc. | Add +14.8% | 0.36% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +38.1% | 0.09% | +0.02 |
| ITOT iShares Core S&P Total U.S. | New | 0.02% | +0.02 |
| TSPA T Rowe Price US Eqy Research | New | 0.02% | +0.02 |
| HUBB Hubbell Inc. | Add +29.7% | 0.06% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +8.0% | 0.23% | +0.02 |
| ADI Analog Devices Inc. | Add +463.4% | 0.02% | +0.02 |
| SYF Synchrony Financial | Add +1.4% | 0.10% | +0.01 |
| TTD Trade Desk Inc./the Class A | Add +1.1% | 0.08% | +0.01 |
| NDAQ Nasdaq Inc. | Add +803.6% | 0.02% | +0.01 |
| MS Morgan Stanley | Add +5.1% | 0.10% | +0.01 |
| BEN Franklin Templeton Inc. | Add +1.4% | 0.10% | +0.01 |
| BX Blackstone Inc. | Add +426.2% | 0.02% | +0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +194.7% | 0.02% | +0.01 |
| ADSK Autodesk Inc. | Add +0.5% | 0.15% | +0.01 |
| AHR American Healthcare REIT Inc. | New | 0.01% | +0.01 |
| APTV Aptiv PLC | Add +17.8% | 0.06% | +0.01 |
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 |