United Community Bank

CIK: 0002000314SEC EDGAR →

Portfolio Value

$264.5B

Holdings

552

As of

Q4 2025

New Positions

552

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW COM	57,516	$28.9B	10.93%
2	IAUM ISHARES GOLD TR SHARES REPRESENT ETF	389,667	$16.8B	6.33%
3	PBP INVESCO EXCHANGE TRADED FD TR ETF	480,266	$11.0B	4.15%
4	EFA ISHARES MSCI EAFE ETF	96,617	$9.3B	3.51%
5	MSFT MICROSOFT CORP COM	18,425	$8.9B	3.37%
6	IVV ISHARES TR CORE S&P500 ETF	12,027	$8.2B	3.11%
7	IJH ISHARES CORE S&P MIDCAP ETF	78,379	$5.2B	1.96%
8	VTI VANGUARD TOTAL STOCK MARKET ETF	13,336	$4.5B	1.69%
9	VXF VANGUARD EXTENDED MARKET ETF	21,332	$4.5B	1.69%
10	AAPL APPLE INC COM	15,714	$4.3B	1.62%

Quarterly Changes

Top Buys

BRK/BNEW

$28.9B

IAUMNEW

$16.8B

PBPNEW

$11.0B

EFANEW

$9.3B

MSFTNEW

$8.9B

Top Sells

No sells this quarter

New Positions (552)

$28.9B · 58K shares

$16.8B · 390K shares

$11.0B · 480K shares

$9.3B · 97K shares

$8.9B · 18K shares

$8.2B · 12K shares

$5.2B · 78K shares

$4.5B · 13K shares

$4.5B · 21K shares

$4.3B · 16K shares

$4.1B · 51K shares

$4.1B · 22K shares

$3.5B · 7K shares

$3.4B · 45K shares

$3.1B · 10K shares

$3.1B · 26K shares

$2.9B · 39K shares

$2.6B · 8K shares

$2.5B · 33K shares

$2.5B · 7K shares

$2.4B · 10K shares

$2.4B · 16K shares

$2.3B · 14K shares

$2.3B · 36K shares

$2.2B · 3K shares

$2.2B · 6K shares

$2.1B · 9K shares

$2.1B · 83K shares

$2.0B · 14K shares

$2.0B · 38K shares

$2.0B · 7K shares

$1.9B · 6K shares

$1.8B · 26K shares

$1.8B · 2K shares

$1.8B · 15K shares

$1.7B · 8K shares

$1.7B · 12K shares

$1.6B · 15K shares

$1.6B · 20K shares

$1.5B · 28K shares

$1.5B · 1K shares

$1.5B · 2K shares

$1.4B · 7K shares

$1.4B · 13K shares

$1.4B · 11K shares

$1.3B · 5K shares

$1.3B · 11K shares

$1.3B · 4K shares

$1.2B · 17K shares

$1.2B · 29K shares

$1.2B · 6K shares

$1.2B · 2K shares

$1.2B · 9K shares

$1.1B · 2K shares

$1.1B · 30K shares

$1.1B · 11K shares

$1.1B · 20K shares

$1.1B · 10K shares

$1.1B · 3K shares

$1.1B · 12K shares

$1.1B · 22K shares

$1.0B · 29K shares

TRVC

$1.0B · 9K shares

$999.0M · 2K shares

$910.0M · 5K shares

$886.0M · 9K shares

$848.0M · 28K shares

$845.0M · 17K shares

$824.0M · 154 shares

$812.0M · 34K shares

$807.0M · 6K shares

$806.0M · 1K shares

$769.0M · 3K shares

$769.0M · 17K shares

$763.0M · 8K shares

$762.0M · 8K shares

$718.0M · 7K shares

$717.0M · 7K shares

$715.0M · 2K shares

$706.0M · 8K shares

$690.0M · 4K shares

$685.0M · 12K shares

$665.0M · 1K shares

$652.0M · 1K shares

$638.0M · 5K shares

$605.0M · 2K shares

$588.0M · 4K shares

$588.0M · 2K shares

$577.0M · 23K shares

$555.0M · 2K shares

$544.0M · 2K shares

$532.0M · 5K shares

$525.0M · 3K shares

$520.0M · 4K shares

$516.0M · 685 shares

$516.0M · 4K shares

$512.0M · 6K shares

$510.0M · 5K shares

$505.0M · 4K shares

$505.0M · 1K shares

$503.0M · 7K shares

$487.0M · 1K shares

$484.0M · 6K shares

$477.0M · 2K shares

$471.0M · 2K shares

$469.0M · 12K shares

$461.0M · 883 shares

$461.0M · 3K shares

$443.0M · 4K shares

$431.0M · 4K shares

$420.0M · 6K shares

$416.0M · 628 shares

$396.0M · 1K shares

$388.0M · 474 shares

$387.0M · 2K shares

$385.0M · 8K shares

$382.0M · 2K shares

$376.0M · 5K shares

$366.0M · 1K shares

$364.0M · 2K shares

$363.0M · 3K shares

$357.0M · 2K shares

$357.0M · 2K shares

$356.0M · 3K shares

$348.0M · 1K shares

$337.0M · 6K shares

UNH

$336.0M · 1K shares

WMB

$334.0M · 6K shares

$333.0M · 4K shares

$331.0M · 2K shares

$322.0M · 5K shares

$314.0M · 2K shares

$313.0M · 2K shares

$312.0M · 3K shares

$312.0M · 6K shares

$307.0M · 12K shares

$293.0M · 1K shares

$291.0M · 2K shares

$289.0M · 3K shares

$289.0M · 4K shares

SCHB

$288.0M · 11K shares

$288.0M · 1K shares

$280.0M · 278 shares

$272.0M · 3K shares

$267.0M · 1K shares

$260.0M · 3K shares

$255.0M · 2K shares

$255.0M · 6K shares

$248.0M · 5K shares

$247.0M · 763 shares

$245.0M · 3K shares

$243.0M · 3K shares

USMV

$242.0M · 3K shares

$240.0M · 772 shares

AEM

$239.0M · 1K shares

$238.0M · 924 shares

$234.0M · 696 shares

$230.0M · 2K shares

$223.0M · 1K shares

$218.0M · 324 shares

$216.0M · 2K shares

$212.0M · 263 shares

$209.0M · 443 shares

$206.0M · 858 shares

$206.0M · 666 shares

$205.0M · 2K shares

$202.0M · 366 shares

$202.0M · 1K shares

$198.0M · 566 shares

$193.0M · 667 shares

$193.0M · 1K shares

$186.0M · 1K shares

$182.0M · 6K shares

$178.0M · 1K shares

$177.0M · 2K shares

$176.0M · 640 shares

$173.0M · 4K shares

$171.0M · 387 shares

$169.0M · 780 shares

$168.0M · 1K shares

$167.0M · 679 shares

$166.0M · 837 shares

$163.0M · 879 shares

$163.0M · 1K shares

$162.0M · 475 shares

$155.0M · 6K shares

$155.0M · 509 shares

$152.0M · 2K shares

$152.0M · 990 shares

$150.0M · 2K shares

$150.0M · 357 shares

$150.0M · 1K shares

$149.0M · 710 shares

$148.0M · 415 shares

$148.0M · 500 shares

$147.0M · 1K shares

$143.0M · 554 shares

$141.0M · 1K shares

$140.0M · 215 shares

$140.0M · 460 shares

$140.0M · 905 shares

$137.0M · 407 shares

$136.0M · 2K shares

$134.0M · 680 shares

$130.0M · 1K shares

$130.0M · 5K shares

$130.0M · 732 shares

$130.0M · 2K shares

$127.0M · 3K shares

$127.0M · 1K shares

$125.0M · 387 shares

$123.0M · 2K shares

$123.0M · 579 shares

$120.0M · 575 shares

$117.0M · 1K shares

$116.0M · 3K shares

$115.0M · 2K shares

$115.0M · 1K shares

$113.0M · 18K shares

$113.0M · 3K shares

$113.0M · 2K shares

$112.0M · 500 shares

$112.0M · 1K shares

$109.0M · 699 shares

$109.0M · 452 shares

$107.0M · 1K shares

$105.0M · 342 shares

$104.0M · 2K shares

$102.0M · 797 shares

$100.0M · 433 shares

$100.0M · 544 shares

$99.0M · 82 shares

$95.0M · 956 shares

$93.0M · 344 shares

$93.0M · 4K shares

$92.0M · 1K shares

$91.0M · 1K shares

$90.0M · 1K shares

$89.0M · 907 shares

$89.0M · 459 shares

$88.0M · 1K shares

$86.0M · 219 shares

$86.0M · 605 shares

$84.0M · 747 shares

$83.0M · 1K shares

$83.0M · 3K shares

$83.0M · 505 shares

$80.0M · 2K shares

$79.0M · 2K shares

$79.0M · 985 shares

$78.0M · 299 shares

$78.0M · 312 shares

$77.0M · 158 shares

$77.0M · 2K shares

$76.0M · 1K shares

$76.0M · 2K shares

$76.0M · 541 shares

$75.0M · 340 shares

$74.0M · 2K shares

$74.0M · 334 shares

$73.0M · 1K shares

$73.0M · 3K shares

$72.0M · 1K shares

$70.0M · 2K shares

$69.0M · 789 shares

$67.0M · 140 shares

$67.0M · 276 shares

$66.0M · 245 shares

$66.0M · 2K shares

$65.0M · 555 shares

$65.0M · 404 shares

$65.0M · 522 shares

$64.0M · 882 shares

$64.0M · 963 shares

$64.0M · 271 shares

$64.0M · 73 shares

$64.0M · 365 shares

$62.0M · 775 shares

$62.0M · 1K shares

$61.0M · 3K shares

$60.0M · 326 shares

$60.0M · 274 shares

$59.0M · 604 shares

AOK

$57.0M · 1K shares

NOBL

$54.0M · 525 shares

ALS

$52.0M · 252 shares

$52.0M · 343 shares

$52.0M · 675 shares

$52.0M · 275 shares

$49.0M · 273 shares

$49.0M · 506 shares

$48.0M · 2K shares

$47.0M · 3K shares

$46.0M · 169 shares

$45.0M · 200 shares

$45.0M · 582 shares

$45.0M · 1K shares

$44.0M · 380 shares

$44.0M · 203 shares

$44.0M · 840 shares

$44.0M · 84 shares

$44.0M · 931 shares

$43.0M · 123 shares

$43.0M · 125 shares

$43.0M · 101 shares

$42.0M · 500 shares

$41.0M · 81 shares

$41.0M · 520 shares

$40.0M · 224 shares

$40.0M · 188 shares

$40.0M · 249 shares

$40.0M · 53 shares

$39.0M · 342 shares

$39.0M · 200 shares

$38.0M · 67 shares

$38.0M · 3K shares

$38.0M · 1K shares

$37.0M · 84 shares

$37.0M · 186 shares

$37.0M · 513 shares

$36.0M · 2K shares

$35.0M · 247 shares

$35.0M · 190 shares

$35.0M · 244 shares

$32.0M · 414 shares

$32.0M · 679 shares

$31.0M · 1K shares

$31.0M · 242 shares

$31.0M · 899 shares

$30.0M · 1K shares

$30.0M · 2K shares

$30.0M · 65 shares

DFUV

$30.0M · 649 shares

$29.0M · 75 shares

LRCX

$29.0M · 170 shares

KEY

$29.0M · 1K shares

$29.0M · 34 shares

GTLS

$29.0M · 144 shares

$29.0M · 239 shares

$27.0M · 400 shares

$27.0M · 965 shares

$27.0M · 159 shares

$26.0M · 305 shares

$26.0M · 848 shares

$26.0M · 885 shares

$26.0M · 598 shares

$26.0M · 106 shares

$26.0M · 455 shares

$26.0M · 500 shares

$26.0M · 274 shares

$26.0M · 43 shares

$25.0M · 272 shares

$25.0M · 2K shares

$25.0M · 440 shares

$24.0M · 2K shares

$23.0M · 80 shares

$23.0M · 285 shares

$23.0M · 41 shares

$23.0M · 2K shares

$22.0M · 377 shares

$22.0M · 189 shares

$22.0M · 213 shares

$22.0M · 244 shares

$22.0M · 127 shares

$22.0M · 234 shares

$22.0M · 168 shares

$22.0M · 226 shares

$22.0M · 662 shares

$21.0M · 2K shares

$21.0M · 83 shares

$21.0M · 20 shares

$21.0M · 47 shares

$20.0M · 435 shares

$20.0M · 149 shares

$20.0M · 1K shares

$20.0M · 380 shares

$19.0M · 362 shares

$19.0M · 497 shares

$19.0M · 294 shares

$19.0M · 15 shares

$19.0M · 1K shares

$19.0M · 232 shares

$18.0M · 270 shares

$18.0M · 66 shares

$18.0M · 144 shares

$17.0M · 160 shares

$17.0M · 135 shares

$17.0M · 700 shares

$17.0M · 785 shares

$17.0M · 409 shares

$17.0M · 400 shares

$16.0M · 235 shares

$16.0M · 48 shares

$16.0M · 311 shares

$16.0M · 90 shares

$16.0M · 223 shares

$15.0M · 54 shares

$15.0M · 35 shares

$15.0M · 376 shares

$15.0M · 20K shares

$14.0M · 215 shares

$14.0M · 77 shares

$14.0M · 84 shares

$14.0M · 187 shares

$14.0M · 340 shares

$14.0M · 190 shares

$14.0M · 264 shares

$14.0M · 115 shares

$14.0M · 200 shares

$13.0M · 105 shares

$13.0M · 102 shares

SNPS

$13.0M · 28 shares

$13.0M · 1K shares

$13.0M · 18 shares

$13.0M · 27 shares

$13.0M · 72 shares

$13.0M · 4 shares

$13.0M · 97 shares

$12.0M · 600 shares

$12.0M · 19 shares

$12.0M · 172 shares

$12.0M · 40 shares

$12.0M · 158 shares

$12.0M · 194 shares

$11.0M · 49 shares

$11.0M · 20 shares

$11.0M · 409 shares

$11.0M · 146 shares

$11.0M · 119 shares

$11.0M · 155 shares

$10.0M · 57 shares

$10.0M · 67 shares

$10.0M · 180 shares

$10.0M · 63 shares

$10.0M · 124 shares

$10.0M · 575 shares

$10.0M · 60 shares

$10.0M · 222 shares

$10.0M · 27 shares

$9.0M · 26 shares

$9.0M · 73 shares

$9.0M · 134 shares

$9.0M · 91 shares

$9.0M · 49 shares

$9.0M · 58 shares

$9.0M · 66 shares

$8.0M · 14 shares

$8.0M · 54 shares

$8.0M · 182 shares

$8.0M · 218 shares

$8.0M · 78 shares

$8.0M · 485 shares

FDX

$8.0M · 30 shares

SOBO

$8.0M · 314 shares

GEN

$7.0M · 282 shares

$7.0M · 96 shares

ADM

$7.0M · 129 shares

LHX

$7.0M · 27 shares

IEUR

$7.0M · 109 shares

$7.0M · 193 shares

$7.0M · 84 shares

$7.0M · 64 shares

$6.0M · 240 shares

$6.0M · 150 shares

$6.0M · 30 shares

$6.0M · 71 shares

$5.0M · 83 shares

$5.0M · 334 shares

$5.0M · 28 shares

$5.0M · 80 shares

$5.0M · 44 shares

$5.0M · 94 shares

$4.0M · 133 shares

$4.0M · 400 shares

$4.0M · 183 shares

$4.0M · 5 shares

$4.0M · 23 shares

$4.0M · 49 shares

$4.0M · 18 shares

$4.0M · 26 shares

$4.0M · 8 shares

$4.0M · 52 shares

$4.0M · 18 shares

$4.0M · 162 shares

$3.0M · 63 shares

$3.0M · 159 shares

$3.0M · 10 shares

$3.0M · 24 shares

$3.0M · 20 shares

$3.0M · 93 shares

$3.0M · 17 shares

$3.0M · 16 shares

$3.0M · 34 shares

$3.0M · 39 shares

$3.0M · 37 shares

$2.0M · 10 shares

$2.0M · 56 shares

$2.0M · 100 shares

$2.0M · 5 shares

$2.0M · 23 shares

$2.0M · 44 shares

$2.0M · 41 shares

$2.0M · 100 shares

$2.0M · 64 shares

$1.0M · 7 shares

$1.0M · 70 shares

$1.0M · 12 shares

$1.0M · 9 shares

$1.0M · 3 shares

$1.0M · 11 shares

$1.0M · 22 shares

$1.0M · 10 shares

$1.0M · 34 shares

$1.0M · 11 shares

$1.0M · 13 shares

$0 · 15 shares

$0 · 8 shares

WESTBURY METALS GRP COM

$0 · 1K shares

$0 · 3 shares

$0 · 3 shares

$0 · 5 shares

$0 · 9 shares

$0 · 3 shares

$0 · 4 shares

$0 · 14 shares

$0 · 126 shares

$0 · 6 shares

$0 · 12 shares

NKE

$0 · 14 shares

$0 · 49 shares

SOLV

$0 · 1 shares

$0 · 3 shares

$0 · 5 shares

$0 · 10 shares

$0 · 1 shares

$0 · 7 shares

$0 · 8 shares

$0 · 16 shares

$0 · 19 shares

$0 · 2 shares

$0 · 12 shares

$0 · 2 shares

$0 · 7 shares

$0 · 5 shares

$0 · 6 shares

$0 · 17 shares

$0 · 1 shares

$0 · 4 shares

$0 · 11 shares

$0 · 33 shares

$0 · 7 shares

$0 · 7 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	168	$116.0B	43.9%
Unknown	41	$42.3B	16.0%
Technology	79	$32.0B	12.1%
Healthcare	38	$14.6B	5.5%
Consumer Cyclical	42	$12.1B	4.6%
Industrials	59	$10.8B	4.1%
Communication Services	14	$10.4B	3.9%
Energy	26	$9.1B	3.4%
Consumer Defensive	29	$8.6B	3.3%
Utilities	25	$4.9B	1.9%
Basic Materials	18	$1.9B	0.7%
Real Estate	13	$1.6B	0.6%