United Community Bank

Q1 2025 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    487

  • Value ($000)

    $268,392

  • Date Filed
    05/02/2025
  • 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 Q1 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
084670702
$37.53M
14 %

70,459

IVV
IVV

ISHARES TR CORE S&P500 ETF

EXCHANGE-TRADED-FUND
464287200
$15.65M
6 %

27,844

EFA
EFA

ISHARES MSCI EAFE ETF

EXCHANGE-TRADED-FUND
464287465
$9.08M
3 %

111,107

MSFT
MSFT

MICROSOFT CORP COM

COMMON STOCK
594918104
$6.25M
2 %

16,650

AAPL
AAPL

APPLE INC COM

COMMON STOCK
037833100
$4.03M
2 %

18,127

IJH
IJH

ISHARES CORE S&P MIDCAP ETF

EXCHANGE-TRADED-FUND
464287507
$3.92M
2 %

67,217

VXF
VXF

VANGUARD EXTENDED MARKET ETF

EXCHANGE-TRADED-FUND
922908652
$3.84M
1 %

22,317

CHV
CHV

CHEVRON CORP NEW COM

COMMON STOCK
166764100
$3.77M
1 %

22,521

T
T

AT&T INC.

COMMON STOCK
00206R102
$3.54M
1 %

125,197

CSCO
CSCO

CISCO SYSTEMS INC

COMMON STOCK
17275R102
$3.31M
1 %

53,579

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