United Community Bank
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), United Community Bank reported 589 stock positions worth $322.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 11.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.6%) and iShares Gold Trust Micro (IAUM, 4.6%). Compared with Q2 2025, it opened 138 new positions, sold out of 48, added to 249 and reduced 107. The biggest buy was a new position in Invesco S&P 500 Quality ETF (SPHQ) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $322.9M (Q3 2025)
- SEC Filing
- 0001104659-25-106118 ↗ filed Nov 4, 2025
Holdings Value
Holdings 589 stocks · $322.9M
| BRK.B Berkshire Hathaway Inc. Class B | 11.05% | 70,971 | $35.7M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 5.60% | 27,007 | $18.1M | Add +1.3% |
| IAUM iShares Gold Trust Micro | 4.55% | 381,921 | $14.7M | Add +6.1% |
| PBP Invesco S&P 500 Buywrite ETF | 3.68% | 537,928 | $11.9M | Add +1.6% |
| MSFT Microsoft Corp. | 3.20% | 19,957 | $10.3M | Add +21.9% |
| EFA iShares MSCI Eafe ETF | 2.86% | 98,924 | $9.2M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 1.49% | 73,515 | $4.8M | Add +12.5% |
| AAPL Apple Inc. | 1.39% | 17,672 | $4.5M | Add +5.0% |
| VXF Vanguard Extended Market ETF | 1.21% | 18,637 | $3.9M | Add +0.1% |
| NVDA Nvidia Corp. | 1.19% | 20,618 | $3.8M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 10,871 | $3.6M | Add +64.8% |
| IAU iShares Gold Trust | 1.10% | 48,812 | $3.6M | Reduce -0.7% |
| VCIT Vanguard Int-Term Corporate | 1.07% | 41,100 | $3.5M | Add +8.3% |
| JPM JPMorgan Chase & Co. | 1.06% | 10,819 | $3.4M | Add +22.9% |
| META Meta Platforms Inc. Class A | 1.04% | 4,592 | $3.4M | Reduce -1.7% |
| T AT&T Inc. | 1.01% | 114,985 | $3.2M | Reduce -14.0% |
| AMZN Amazon.com Inc. | 1.00% | 14,680 | $3.2M | Add +2.3% |
| CVX Chevron Corp. | 0.97% | 20,153 | $3.1M | Reduce -11.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.96% | 100,539 | $3.1M | Add +12.1% |
| CSCO Cisco Systems Inc. | 0.93% | 43,823 | $3.0M | Reduce -17.4% |
| HD Home Depot Inc. | 0.93% | 7,391 | $3.0M | Add +48.2% |
| AGG iShares Core U.S. Aggregate | 0.89% | 28,778 | $2.9M | Add +64.0% |
| IJR iShares Core S&P Small-Cap E | 0.88% | 23,845 | $2.8M | Add +26.4% |
| GOOGL Alphabet Inc. Class A | 0.85% | 11,276 | $2.7M | Add +1.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.80% | 35,250 | $2.6M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.78% | 5,231 | $2.5M | Add +115.4% |
| PM Philip Morris International | 0.75% | 14,973 | $2.4M | Add +61.0% |
| JNJ Johnson & Johnson | 0.75% | 13,009 | $2.4M | Reduce -30.9% |
| ABBV Abbvie Inc. | 0.74% | 10,310 | $2.4M | Add +62.9% |
| DUK Duke Energy Corp. | 0.73% | 19,044 | $2.4M | Reduce -24.3% |
| GOOG Alphabet Inc. Class C | 0.68% | 8,980 | $2.2M | Add +2.8% |
| VXUS Vanguard Total Intl Stock | 0.66% | 29,208 | $2.1M | Add +391.1% |
| VWO Vanguard Ftse Emerging Marke | 0.65% | 38,950 | $2.1M | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.62% | 6,114 | $2.0M | Add +4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 7,044 | $2.0M | Add +84.7% |
| BLK BlackRock Inc. | 0.60% | 1,655 | $1.9M | Add +46.3% |
| PNC PNC Financial Services Group | 0.57% | 9,164 | $1.8M | Reduce -27.7% |
| JCPB JPMorgan Core Plus Bond ETF | 0.55% | 37,185 | $1.8M | New |
| MA Mastercard Inc. Class A | 0.53% | 3,034 | $1.7M | Add +7.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.53% | 32,535 | $1.7M | Add +1.3% |
| XLK SS Technology Select Sector | 0.53% | 6,114 | $1.7M | Reduce -0.4% |
| DRI Darden Restaurants Inc. | 0.53% | 9,051 | $1.7M | Reduce -39.3% |
| KO The Coca-Cola Co. | 0.53% | 25,825 | $1.7M | Add +25.0% |
| ENB Enbridge Inc. | 0.52% | 33,226 | $1.7M | Reduce -44.4% |
| V Visa Inc. Class A | 0.51% | 4,841 | $1.7M | Add +7.9% |
| BMY Bristol-Myers Squibb Co. | 0.51% | 36,553 | $1.6M | Reduce -23.0% |
| USB US Bancorp | 0.50% | 33,574 | $1.6M | Reduce -33.5% |
| COST Costco Wholesale Corp. | 0.50% | 1,745 | $1.6M | Add +2.2% |
| OKE Oneok Inc. | 0.49% | 21,497 | $1.6M | Add +557.0% |
| ADP Automatic Data Processing | 0.48% | 5,228 | $1.5M | Add +2.4% |
| VYM Vanguard High DVD Yield ETF | 0.47% | 10,851 | $1.5M | Add +242.2% |
| VZ Verizon Communications Inc. | 0.47% | 34,399 | $1.5M | Add +41.0% |
| NEE Nextera Energy Inc. | 0.47% | 19,937 | $1.5M | Add +53.3% |
| BKNG Booking Holdings Inc. | 0.46% | 275 | $1.5M | Add +5.0% |
| MDT Medtronic PLC | 0.42% | 14,188 | $1.4M | Reduce -46.5% |
| LLY Eli Lilly & Co. | 0.39% | 1,651 | $1.3M | Add +11.6% |
| XOM Exxon Mobil Corp. | 0.38% | 10,838 | $1.2M | Add +1.8% |
| GILD Gilead Sciences Inc. | 0.37% | 10,862 | $1.2M | Add +69.3% |
| IGV iShares Expanded Tech-Softwa | 0.36% | 10,212 | $1.2M | No change |
| VGSH Vanguard Short-Term Treasury | 0.36% | 19,867 | $1.2M | Add +11.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.36% | 13,910 | $1.2M | Add +220.1% |
| ORCL Oracle Corp. | 0.36% | 4,092 | $1.2M | Reduce -13.8% |
| MRK Merck & Co. Inc. | 0.36% | 13,673 | $1.1M | Add +104.7% |
| AMAT Applied Materials Inc. | 0.35% | 5,571 | $1.1M | Reduce -7.8% |
| VNQ Vanguard Real Estate ETF | 0.35% | 12,406 | $1.1M | Reduce -4.1% |
| EMR Emerson Electric Co. | 0.35% | 8,517 | $1.1M | Add +65.2% |
| ADBE Adobe Inc. | 0.34% | 3,155 | $1.1M | Add +17.0% |
| GLD SPDR Gold Shares | 0.34% | 3,098 | $1.1M | No change |
| CSX CSX Corp. | 0.33% | 30,058 | $1.1M | Add +0.7% |
| SCHW Schwab (charles) Corp. | 0.33% | 11,045 | $1.1M | Add +12.3% |
| CMCSA Comcast Corp. Class A | 0.32% | 33,172 | $1.0M | Add +59.0% |
| KMB Kimberly-Clark Corp. | 0.32% | 8,361 | $1.0M | Reduce -55.8% |
| WMT Walmart Inc. | 0.32% | 9,967 | $1.0M | Add +4.6% |
| CRM Salesforce Inc. | 0.32% | 4,324 | $1.0M | Add +14.4% |
| GPC Genuine Parts Co. | 0.31% | 7,304 | $1.0M | Reduce -56.2% |
| AEP American Electric Power | 0.31% | 8,959 | $1.0M | Reduce -55.3% |
| DVY iShares Select Dividend ETF | 0.31% | 7,075 | $1.0M | Add +34.1% |
| BP BP PLC-Spons ADR | 0.31% | 29,086 | $1.0M | Add +173.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 1,468 | $978K | Reduce -36.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 3,395 | $948K | Reduce -22.0% |
| AXP American Express Co. | 0.29% | 2,849 | $946K | Add +2.8% |
| UPS United Parcel Service Class B | 0.29% | 11,217 | $937K | Add +78.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 8,114 | $929K | Reduce -6.1% |
| VGIT Vanguard Intermediate-Term T | 0.29% | 15,355 | $922K | Add +106.2% |
| FISV Fiserv Inc. | 0.28% | 6,980 | $900K | Add +10.8% |
| PKG Packaging Corp. of America | 0.27% | 4,068 | $887K | Reduce -57.2% |
| IQV Iqvia Holdings Inc. | 0.27% | 4,626 | $879K | Reduce -1.6% |
| AMGN Amgen Inc. | 0.27% | 3,097 | $874K | Reduce -55.4% |
| C Citigroup Inc. | 0.27% | 8,572 | $870K | Add +135.6% |
| PFE Pfizer Inc. | 0.26% | 33,129 | $844K | Add +17.2% |
| ETN Eaton Corp. PLC | 0.26% | 2,246 | $841K | Add +99.6% |
| PSA Public Storage | 0.26% | 2,869 | $829K | Reduce -57.1% |
| MDY State Street SPDR S&P Midcap | 0.25% | 1,371 | $817K | Add +79.0% |
| MS Morgan Stanley | 0.25% | 5,126 | $815K | Add +154.8% |
| BEN Franklin Templeton Inc. | 0.24% | 34,069 | $788K | Add +172.1% |
| BIV Vanguard Intermediate-Term B | 0.24% | 9,939 | $776K | Add +179.9% |
| TFC Truist Financial Corp. | 0.24% | 16,924 | $774K | Add +169.0% |
| MO Altria Group Inc. | 0.24% | 11,510 | $760K | Add +994.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 14,432 | $745K | Reduce -7.2% |
| OHI Omega Healthcare Investors | 0.22% | 17,180 | $725K | Add +66.7% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $41K (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 | $13K | No change |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | 575 | $11K | No change |
Total filed on the 13F, all lines: $323.0M.
Portfolio Sells Q2 2025 → Q3 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 11.05% | −0.81 |
| PGR Progressive Corp. | Reduce -72.0% | 0.19% | −0.60 |
| DRI Darden Restaurants Inc. | Reduce -39.3% | 0.53% | −0.58 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.55 |
| KMB Kimberly-Clark Corp. | Reduce -55.8% | 0.32% | −0.51 |
| HPQ HP Inc. | Reduce -87.8% | 0.07% | −0.51 |
| MOAT Vaneck Morningstar Wide Moat | Sold out | 0.00% | −0.50 |
| AVB Avalonbay Communities Inc. | Reduce -91.7% | 0.04% | −0.50 |
| MUB iShares National Muni Bond E | Reduce -94.2% | 0.03% | −0.47 |
| TOTL SS Doubleline TR Tact ETF | Reduce -97.0% | 0.01% | −0.45 |
| PSA Public Storage | Reduce -57.1% | 0.26% | −0.41 |
| ENB Enbridge Inc. | Reduce -44.4% | 0.52% | −0.41 |
| AEP American Electric Power | Reduce -55.3% | 0.31% | −0.40 |
| AMGN Amgen Inc. | Reduce -55.4% | 0.27% | −0.39 |
| GPC Genuine Parts Co. | Reduce -56.2% | 0.31% | −0.38 |
| MDT Medtronic PLC | Reduce -46.5% | 0.42% | −0.37 |
| PKG Packaging Corp. of America | Reduce -57.2% | 0.27% | −0.34 |
| CSCO Cisco Systems Inc. | Reduce -17.4% | 0.93% | −0.33 |
| T AT&T Inc. | Reduce -14.0% | 1.01% | −0.32 |
| DUK Duke Energy Corp. | Reduce -24.3% | 0.73% | −0.29 |
| USB US Bancorp | Reduce -33.5% | 0.50% | −0.28 |
| PFF iShares Preferred & Income S | Reduce -97.2% | 0.01% | −0.25 |
| BMY Bristol-Myers Squibb Co. | Reduce -23.0% | 0.51% | −0.24 |
| PNC PNC Financial Services Group | Reduce -27.7% | 0.57% | −0.24 |
| JNJ Johnson & Johnson | Reduce -30.9% | 0.75% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -36.8% | 0.30% | −0.19 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.19 |
| CVX Chevron Corp. | Reduce -11.8% | 0.97% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 1.04% | −0.14 |
| ACN Accenture PLC Class A | Reduce -13.5% | 0.16% | −0.09 |
| DIS The Walt Disney Co. | Reduce -6.1% | 0.29% | −0.08 |
| MET Metlife Inc. | Reduce -54.8% | 0.05% | −0.07 |
| KMX Carmax Inc. | Reduce -1.2% | 0.09% | −0.06 |
| ELV Elevance Health Inc. | Reduce -1.8% | 0.16% | −0.06 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -35.6% | 0.10% | −0.05 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -22.0% | 0.29% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -4.1% | 0.35% | −0.04 |
| ZTS Zoetis Inc. | Reduce -97.8% | 0.00% | −0.04 |
| CBRE CBRE Group Inc. Class A | Reduce -27.2% | 0.12% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -32.8% | 0.05% | −0.04 |
| GPK Graphic Packaging Holding Co. | Sold out | 0.00% | −0.03 |
| KLAC KLA Corp. | Reduce -36.0% | 0.07% | −0.03 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.03 |
| PWR Quanta Services Inc. | Reduce -28.1% | 0.07% | −0.03 |
| AMP Ameriprise Financial Inc. | Reduce -25.2% | 0.04% | −0.03 |
| ABNB Airbnb Inc. Class A | Reduce -0.9% | 0.12% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -7.8% | 0.35% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.8% | 0.65% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| SPHQ Invesco S&P 500 Quality ETF | New | 0.80% | +0.80 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.55% | +0.55 |
| VXUS Vanguard Total Intl Stock | Add +391.1% | 0.66% | +0.52 |
| IAUM iShares Gold Trust Micro | Add +6.1% | 4.55% | +0.49 |
| VTI VG Morningstar TS MKT ETF-US | Add +64.8% | 1.10% | +0.42 |
| MSFT Microsoft Corp. | Add +21.9% | 3.20% | +0.41 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +115.4% | 0.78% | +0.41 |
| OKE Oneok Inc. | Add +557.0% | 0.49% | +0.39 |
| ABBV Abbvie Inc. | Add +62.9% | 0.74% | +0.34 |
| VYM Vanguard High DVD Yield ETF | Add +242.2% | 0.47% | +0.33 |
| HD Home Depot Inc. | Add +48.2% | 0.93% | +0.30 |
| AGG iShares Core U.S. Aggregate | Add +64.0% | 0.89% | +0.30 |
| SHY iShares 1-3 Year Treasury Bo | Add +220.1% | 0.36% | +0.23 |
| IBM Intl Business Machines Corp. | Add +84.7% | 0.62% | +0.23 |
| MO Altria Group Inc. | Add +994.1% | 0.24% | +0.21 |
| AAPL Apple Inc. | Add +5.0% | 1.39% | +0.21 |
| VEA Vanguard Ftse Developed ETF | Add +3830.7% | 0.21% | +0.20 |
| BP BP PLC-Spons ADR | Add +173.8% | 0.31% | +0.20 |
| BLK BlackRock Inc. | Add +46.3% | 0.60% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +22.9% | 1.06% | +0.18 |
| ORI Old Republic Intl Corp. | New | 0.18% | +0.18 |
| WMB Williams Cos Inc. | Add +4333.3% | 0.19% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.85% | +0.18 |
| MRK Merck & Co. Inc. | Add +104.7% | 0.36% | +0.17 |
| PM Philip Morris International | Add +61.0% | 0.75% | +0.17 |
| IJR iShares Core S&P Small-Cap E | Add +26.4% | 0.88% | +0.17 |
| C Citigroup Inc. | Add +135.6% | 0.27% | +0.16 |
| NEE Nextera Energy Inc. | Add +53.3% | 0.47% | +0.16 |
| MS Morgan Stanley | Add +154.8% | 0.25% | +0.16 |
| TFC Truist Financial Corp. | Add +169.0% | 0.24% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 0.68% | +0.15 |
| BIV Vanguard Intermediate-Term B | Add +179.9% | 0.24% | +0.15 |
| BEN Franklin Templeton Inc. | Add +172.1% | 0.24% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +183.7% | 0.21% | +0.14 |
| VGIT Vanguard Intermediate-Term T | Add +106.2% | 0.29% | +0.13 |
| GILD Gilead Sciences Inc. | Add +69.3% | 0.37% | +0.13 |
| ETN Eaton Corp. PLC | Add +99.6% | 0.26% | +0.12 |
| LMT Lockheed Martin Corp. | Add +148.9% | 0.21% | +0.12 |
| TD Toronto-Dominion Bank | Add +156.8% | 0.20% | +0.12 |
| IP International Paper Co. | Add +219.9% | 0.18% | +0.12 |
| EMR Emerson Electric Co. | Add +65.2% | 0.35% | +0.11 |
| VLO Valero Energy Corp. | Add +98.7% | 0.19% | +0.11 |
| VZ Verizon Communications Inc. | Add +41.0% | 0.47% | +0.11 |
| MAS Masco Corp. | Add +2427.5% | 0.11% | +0.11 |
| MDY State Street SPDR S&P Midcap | Add +79.0% | 0.25% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Add +12.5% | 1.49% | +0.10 |
| OHI Omega Healthcare Investors | Add +66.7% | 0.22% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +486.4% | 0.10% | +0.08 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.08% | +0.08 |
| DGRW Wisdomtree U.S. Quality Divi | Add +83.2% | 0.18% | +0.08 |
Notes & Other Activity Q2 2025 → Q3 2025
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | Sold out | 600 | $11Kbefore 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 |