United Community Bank

Q4 2024 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    405

  • Value ($000)

    $256,916

  • Date Filed
    02/07/2025
  • 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 Q4 2024 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
084670702
$31.96M
12 %

70,506

IVV
IVV

ISHARES TR CORE S&P500 ETF

EXCHANGE-TRADED-FUND
464287200
$16.33M
6 %

27,744

EFA
EFA

ISHARES MSCI EAFE ETF

EXCHANGE-TRADED-FUND
464287465
$9.13M
4 %

120,756

MSFT
MSFT

MICROSOFT CORP COM

COMMON STOCK
594918104
$6.60M
3 %

15,654

AAPL
AAPL

APPLE INC COM

COMMON STOCK
037833100
$4.97M
2 %

19,836

VXF
VXF

VANGUARD EXTENDED MARKET ETF

EXCHANGE-TRADED-FUND
922908652
$4.34M
2 %

22,863

IJH
IJH

ISHARES CORE S&P MIDCAP ETF

EXCHANGE-TRADED-FUND
464287507
$4.27M
2 %

68,507

KRE
KRE

SPDR SER TR BLOOMBERG INVT

EXCHANGE-TRADED-FUND
78468R200
$3.50M
1 %

113,869

VCIT
VCIT

VANGUARD INT TERM CORPORATE ETF

EXCHANGE-TRADED-FUND
92206C870
$3.46M
1 %

43,076

CHV
CHV

CHEVRON CORP NEW COM

COMMON STOCK
166764100
$3.34M
1 %

23,071

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 405