United Community Bank

Q2 2025 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    503

  • Value ($000)

    $292,337

  • Date Filed
    07/31/2025
  • Form type
    13F-HR
  • CIK
    0002000314
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW COM

COMMON STOCK
$34.66 M
12 %

71,352

IVV
IVV

ISHARES TR CORE S&P500 ETF

EXCHANGE-TRADED-FUND
$16.55 M
6 %

26,649

IAUM
IAUM

ISHARES GOLD TR SHARES REPRESENT ETF

EXCHANGE-TRADED-FUND
$11.88 M
4 %

360,013

PBP
PBP

INVESCO EXCHANGE TRADED FD TR ETF

EXCHANGE-TRADED-FUND
$11.57 M
4 %

529,238

EFA
EFA

ISHARES MSCI EAFE ETF

EXCHANGE-TRADED-FUND
$8.83 M
3 %

98,727

MSFT
MSFT

MICROSOFT CORP COM

COMMON STOCK
$8.15 M
3 %

16,375

IJH
IJH

ISHARES CORE S&P MIDCAP ETF

EXCHANGE-TRADED-FUND
$4.05 M
1 %

65,332

T
T

AT&T INC.

COMMON STOCK
$3.87 M
1 %

133,652

CSCO
CSCO

CISCO SYSTEMS INC

COMMON STOCK
$3.68 M
1 %

53,033

VXF
VXF

VANGUARD EXTENDED MARKET ETF

EXCHANGE-TRADED-FUND
$3.59 M
1 %

18,622

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