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Size ($ in 1000's)
At 12/31/2023: $236,087
At 09/30/2023: $204,108
United Community Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from United Community Bank 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the United Community Bank top holdings by largest position size, as per the latest 13f filing made by United Community Bank.
In the United Community Bank-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by United Community Bank in that top holding, then the share count change between reporting periods, and finally the United Community Bank top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL CL B NEW COM |
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$27,762 | | BRK.B | 77,838 | +3,767 | $27,762 | | ISHARES TR CORE S&P500 ETF (IVV) |
28,681 |
-401 |
$13,699 | | IVV | 28,681 | -401 | $13,699 | | ISHARES MSCI EAFE MKT (EFA) |
136,323 |
-3,030 |
$10,272 | | EFA | 136,323 | -3,030 | $10,272 | | MICROSOFT CORP COM |
19,126 |
-1,188 |
$7,192 | | MSFT | 19,126 | -1,188 | $7,192 | | VANGUARD EXTENDED MARKET INDEX (VXF) |
28,055 |
-70 |
$4,613 | | VXF | 28,055 | -70 | $4,613 | | APPLE INC COM |
22,443 |
+10,500 |
$4,321 | | AAPL | 22,443 | +10,500 | $4,321 | | ISHARES CORE S&P MID CAP MKT (IJH) |
14,433 |
-1,364 |
$4,000 | | IJH | 14,433 | -1,364 | $4,000 | | ISHARES IBOXX INVST GRADE CRP (LQD) |
31,919 |
-4,424 |
$3,532 | | LQD | 31,919 | -4,424 | $3,532 | | EATON CORP PLC |
12,503 |
-407 |
$3,011 | | ETN | 12,503 | -407 | $3,011 | | MERCK & CO INC |
25,030 |
-623 |
$2,729 | | MRK | 25,030 | -623 | $2,729 | | ISHARES SHORT TERM (IGSB) |
51,728 |
-13,095 |
$2,652 | | IGSB | 51,728 | -13,095 | $2,652 | | CISCO SYSTEMS INC |
50,678 |
+11,195 |
$2,560 | | CSCO | 50,678 | +11,195 | $2,560 | | COCA COLA CO COM |
42,326 |
+11,388 |
$2,494 | | KO | 42,326 | +11,388 | $2,494 | | UNITED PARCEL SERVICE INC CL B |
15,676 |
-332 |
$2,465 | | UPS | 15,676 | -332 | $2,465 | | HOME DEPOT INC |
7,069 |
-423 |
$2,450 | | HD | 7,069 | -423 | $2,450 | | AMAZON.COM INC |
15,943 |
+6,260 |
$2,422 | | AMZN | 15,943 | +6,260 | $2,422 | | CATERPILLAR INC COM |
8,184 |
+459 |
$2,420 | | CAT | 8,184 | +459 | $2,420 | | MCDONALDS CORP |
8,041 |
-254 |
$2,384 | | MCD | 8,041 | -254 | $2,384 | | ISHARES CORE S&P SMALL CAP MKT (IJR) |
21,168 |
-2,003 |
$2,291 | | IJR | 21,168 | -2,003 | $2,291 | | JPMORGAN CHASE & CO |
13,161 |
-337 |
$2,239 | | JPM | 13,161 | -337 | $2,239 | | VANGUARD INTL EQUITY INDEX FDS FTSE ETF (VWO) |
53,750 |
-9,158 |
$2,209 | | VWO | 53,750 | -9,158 | $2,209 | | ISHARES TR NATIONAL MUN ETF (MUB) |
19,959 |
-5,747 |
$2,164 | | MUB | 19,959 | -5,747 | $2,164 | | PFIZER INC COM |
75,133 |
-3,109 |
$2,163 | | PFE | 75,133 | -3,109 | $2,163 | | SOUTHERN CO COM |
30,018 |
-1,389 |
$2,105 | | SO | 30,018 | -1,389 | $2,105 | | VERIZON COMMUNICATIONS INC COM |
54,229 |
-777 |
$2,044 | | VZ | 54,229 | -777 | $2,044 | | WASTE MGMT INC DEL COM |
11,157 |
-464 |
$1,998 | | WM | 11,157 | -464 | $1,998 | | PAYCHEX INC |
16,491 |
-573 |
$1,964 | | PAYX | 16,491 | -573 | $1,964 | | ENBRIDGE INC COM |
54,111 |
-1,130 |
$1,949 | | ENB | 54,111 | -1,130 | $1,949 | | META PLATFORMS INC CL A COM |
5,344 |
-28 |
$1,892 | | META | 5,344 | -28 | $1,892 | | CONSOLIDATED EDISON INC |
19,704 |
+846 |
$1,792 | | ED | 19,704 | +846 | $1,792 | | VANGUARD REAL ESTATE ETF (VNQ) |
20,094 |
-2,843 |
$1,776 | | VNQ | 20,094 | -2,843 | $1,776 | | ISHARES NORTH AMERICAN (IGV) |
4,333 |
-3 |
$1,758 | | IGV | 4,333 | -3 | $1,758 | | U S BANCORP NEW |
40,371 |
+289 |
$1,747 | | USB | 40,371 | +289 | $1,747 | | PACKAGING CORP OF AMERICA |
10,575 |
-430 |
$1,723 | | PKG | 10,575 | -430 | $1,723 | | ALPHABET INC CL A |
12,285 |
+715 |
$1,716 | | GOOGL | 12,285 | +715 | $1,716 | | PRUDENTIAL FINANCIAL INC |
16,119 |
-616 |
$1,672 | | PRU | 16,119 | -616 | $1,672 | | VANGUARD TOTAL STOCK MARKET ETF (VTI) |
6,968 |
-70 |
$1,653 | | VTI | 6,968 | -70 | $1,653 | | COSTCO WHOLESALE CORP |
2,469 |
+2,469 |
$1,630 | | COST | 2,469 | +2,469 | $1,630 | | ALPHABET INC CAP STK CL C |
11,011 |
+10,201 |
$1,552 | | GOOG | 11,011 | +10,201 | $1,552 | | EXXON MOBIL CORP |
15,485 |
-869 |
$1,548 | | XOM | 15,485 | -869 | $1,548 | | TECHNOLOGY SELECT SECTOR SPDRR (XLK) |
7,993 |
-375 |
$1,538 | | XLK | 7,993 | -375 | $1,538 | | LYONDELLBASELL INDUSTRIES CL A |
15,971 |
-582 |
$1,519 | | LYB | 15,971 | -582 | $1,519 | | ALLIANT ENERGY CORPORATION |
27,775 |
-1,005 |
$1,425 | | LNT | 27,775 | -1,005 | $1,425 | | 3M CO COM |
12,483 |
-225 |
$1,365 | | MMM | 12,483 | -225 | $1,365 | | MASTERCARD INC CL A |
3,182 |
-97 |
$1,357 | | MA | 3,182 | -97 | $1,357 | | UNITEDHEALTH GROUP INC COM |
2,568 |
-162 |
$1,352 | | UNH | 2,568 | -162 | $1,352 | | ISHARES PFD & INC SECURITIES ETF (PFF) |
43,039 |
-7,125 |
$1,342 | | PFF | 43,039 | -7,125 | $1,342 | | ISHARES CORE US AGGBD BD ETF (AGG) |
13,010 |
-297 |
$1,291 | | AGG | 13,010 | -297 | $1,291 | | CHEVRON CORP NEW COM |
8,577 |
+6,058 |
$1,279 | | CVX | 8,577 | +6,058 | $1,279 | | JOHNSON & JOHNSON |
8,150 |
-48 |
$1,277 | | JNJ | 8,150 | -48 | $1,277 |
See Full List: All Stocks Held By United Community Bank
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By United Community Bank
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