Filed: 5/2/2025ACC: 0001104659-25-043845
📋 What this filing means
UNITED COMMUNITY BANK filed this quarterly 13F‑HR report disclosing 487 equity positions with a total reported market value of $268.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
487
Positions
$268.39M
Total AUM (reported)
2.54M
Total Shares
Allocation by class
COMMON STOCK$175.61M65.4%
EXCHANGE-TRADED-FUND$82.93M30.9%
NON US EQUITY$7.43M2.8%
ADR / IDR / GDR$2.36M0.9%
PREFERRED STOCK$51.7K0.0%
Portfolio Concentration
Top 3$62.25M23.2%
4–10$28.66M10.7%
11–25$41.34M15.4%
Rest$136.14M50.7%
Top 3 weight
23.2%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Sole
Full voting authority
2.54M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other487
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings487
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
DFNDShares70.46K
TypeSH
Market value$37.53M
13.98%
Sole
70.46K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
DFNDShares27.84K
TypeSH
Market value$15.65M
5.83%
Sole
27.84K
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
DFNDShares111.11K
TypeSH
Market value$9.08M
3.38%
Sole
111.11K
Shared
0.00
None
0.00
MICROSOFT CORP COM
DFNDShares16.65K
TypeSH
Market value$6.25M
2.33%
Sole
16.65K
Shared
0.00
None
0.00
APPLE INC COM
DFNDShares18.13K
TypeSH
Market value$4.03M
1.50%
Sole
18.13K
Shared
0.00
None
0.00
ISHARES CORE S&P MIDCAP ETF
DFNDShares67.22K
TypeSH
Market value$3.92M
1.46%
Sole
67.22K
Shared
0.00
None
0.00
VANGUARD EXTENDED MARKET ETF
DFNDShares22.32K
TypeSH
Market value$3.84M
1.43%
Sole
22.32K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
DFNDShares22.52K
TypeSH
Market value$3.77M
1.40%
Sole
22.52K
Shared
0.00
None
0.00
AT&T INC.
DFNDShares125.20K
TypeSH
Market value$3.54M
1.32%
Sole
125.20K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
DFNDShares53.58K
TypeSH
Market value$3.31M
1.23%
Sole
53.58K
Shared
0.00
None
0.00
ISHARES GOLD TR ISHARES NEW ETF
DFNDShares55.85K
TypeSH
Market value$3.29M
1.23%
Sole
55.85K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
DFNDShares19.80K
TypeSH
Market value$3.28M
1.22%
Sole
19.80K
Shared
0.00
None
0.00
VANGUARD INT TERM CORPORATE ETF
DFNDShares39.53K
TypeSH
Market value$3.23M
1.20%
Sole
39.53K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC COM
DFNDShares15.20K
TypeSH
Market value$3.16M
1.18%
Sole
15.20K
Shared
0.00
None
0.00
SPDR SER TR BLOOMBERG INVT
DFNDShares101.23K
TypeSH
Market value$3.12M
1.16%
Sole
101.23K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW COM NEW
DFNDShares24.83K
TypeSH
Market value$3.03M
1.13%
Sole
24.83K
Shared
0.00
None
0.00
META PLATFORMS INC CL A COM
DFNDShares5.15K
TypeSH
Market value$2.97M
1.11%
Sole
5.15K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
DFNDShares18.52K
TypeSH
Market value$2.63M
0.98%
Sole
18.52K
Shared
0.00
None
0.00
ENBRIDGE INC COM
DFNDShares58.68K
TypeSH
Market value$2.60M
0.97%
Sole
58.68K
Shared
0.00
None
0.00
AMAZON COM INC COM
DFNDShares13.24K
TypeSH
Market value$2.52M
0.94%
Sole
13.24K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
DFNDShares23.41K
TypeSH
Market value$2.45M
0.91%
Sole
23.41K
Shared
0.00
None
0.00
MEDTRONIC PLC
DFNDShares26.69K
TypeSH
Market value$2.40M
0.89%
Sole
26.69K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares9.57K
TypeSH
Market value$2.35M
0.87%
Sole
9.57K
Shared
0.00
None
0.00
PNC FINANCIAL SERVICES GROUP INC
DFNDShares12.32K
TypeSH
Market value$2.17M
0.81%
Sole
12.32K
Shared
0.00
None
0.00
AMERICAN ELECTRIC POWER CO INC COM
DFNDShares19.64K
TypeSH
Market value$2.15M
0.80%
Sole
19.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEW COMDFND | COMMON STOCK | 70.46K | SH | $37.53M 13.98% | 70.46K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFDFND | EXCHANGE-TRADED-FUND | 27.84K | SH | $15.65M 5.83% | 27.84K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | EXCHANGE-TRADED-FUND | 111.11K | SH | $9.08M 3.38% | 111.11K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COMMON STOCK | 16.65K | SH | $6.25M 2.33% | 16.65K | 0.00 | 0.00 |
APPLE INC COMDFND | COMMON STOCK | 18.13K | SH | $4.03M 1.50% | 18.13K | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFDFND | EXCHANGE-TRADED-FUND | 67.22K | SH | $3.92M 1.46% | 67.22K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFDFND | EXCHANGE-TRADED-FUND | 22.32K | SH | $3.84M 1.43% | 22.32K | 0.00 | 0.00 |
CHEVRON CORP NEW COMDFND | COMMON STOCK | 22.52K | SH | $3.77M 1.40% | 22.52K | 0.00 | 0.00 |
AT&T INC.DFND | COMMON STOCK | 125.20K | SH | $3.54M 1.32% | 125.20K | 0.00 | 0.00 |
CISCO SYSTEMS INCDFND | COMMON STOCK | 53.58K | SH | $3.31M 1.23% | 53.58K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEW ETFDFND | EXCHANGE-TRADED-FUND | 55.85K | SH | $3.29M 1.23% | 55.85K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMDFND | COMMON STOCK | 19.80K | SH | $3.28M 1.22% | 19.80K | 0.00 | 0.00 |
VANGUARD INT TERM CORPORATE ETFDFND | EXCHANGE-TRADED-FUND | 39.53K | SH | $3.23M 1.20% | 39.53K | 0.00 | 0.00 |
DARDEN RESTAURANTS INC COMDFND | COMMON STOCK | 15.20K | SH | $3.16M 1.18% | 15.20K | 0.00 | 0.00 |
SPDR SER TR BLOOMBERG INVTDFND | EXCHANGE-TRADED-FUND | 101.23K | SH | $3.12M 1.16% | 101.23K | 0.00 | 0.00 |
DUKE ENERGY CORP NEW COM NEWDFND | COMMON STOCK | 24.83K | SH | $3.03M 1.13% | 24.83K | 0.00 | 0.00 |
META PLATFORMS INC CL A COMDFND | COMMON STOCK | 5.15K | SH | $2.97M 1.11% | 5.15K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPDFND | COMMON STOCK | 18.52K | SH | $2.63M 0.98% | 18.52K | 0.00 | 0.00 |
ENBRIDGE INC COMDFND | NON US EQUITY | 58.68K | SH | $2.60M 0.97% | 58.68K | 0.00 | 0.00 |
AMAZON COM INC COMDFND | COMMON STOCK | 13.24K | SH | $2.52M 0.94% | 13.24K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFDFND | EXCHANGE-TRADED-FUND | 23.41K | SH | $2.45M 0.91% | 23.41K | 0.00 | 0.00 |
MEDTRONIC PLCDFND | NON US EQUITY | 26.69K | SH | $2.40M 0.89% | 26.69K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 9.57K | SH | $2.35M 0.87% | 9.57K | 0.00 | 0.00 |
PNC FINANCIAL SERVICES GROUP INCDFND | COMMON STOCK | 12.32K | SH | $2.17M 0.81% | 12.32K | 0.00 | 0.00 |
AMERICAN ELECTRIC POWER CO INC COMDFND | COMMON STOCK | 19.64K | SH | $2.15M 0.80% | 19.64K | 0.00 | 0.00 |
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