UC

United Community Bank

13F
United Community Bank
Last update 2024-08-02 382 Stocks (33 new)
Value $247.00 Mil Turnover 8 %
Countries:
Top Holdings: BRK.B(12.08%)IVV(6.26%)EFA(4.00%)MSFT(3.18%)AAPL(1.88%)
Portfolio Report
Summary Stock Picks Current Portfolio
United Community Bank Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
73,458
29882.710
+0.45%
12.080
+0.05%
0.000
+4.76%
+28.55%
988408.350
Insurance
IVV 		iShares Core S&P 500 ETF
28,310
15492.080
-26.97%
6.260
-2.08%
-
+6.62%
+22.20%
548049.583
 
EFA 		iShares MSCI EAFE ETF
126,296
9892.770
-4.37%
4.000
-0.18%
-
+1.40%
+6.86%
56141.039
 
MSFT 		Microsoft Corp
17,632
7880.620
-7.37%
3.180
-0.23%
0.000
+0.52%
+14.09%
3172348.353
Software
AAPL 		Apple Inc
22,059
4646.070
+78.64%
1.880
+0.83%
0.000
+7.21%
+21.69%
3548645.576
Hardware
VXF 		Vanguard Extended Market Index ETF
24,718
4172.150
-1.60%
1.690
-0.03%
-
+3.85%
+12.92%
20360.996
 
IJH 		iShares Core S&P Mid-Cap ETF
70,258
4111.500
-6.05%
1.660
-0.11%
-
+2.08%
+13.19%
92410.917
 
ETN 		Eaton Corp PLC
11,038
3460.970
-19.58%
1.400
-0.32%
0.000
+16.42%
+44.84%
137547.531
Industrial Products
NVDA 		NVIDIA Corp
27,690
3420.820
-7.82%
1.380
-0.08%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors
MRK 		Merck & Co Inc
24,073
2980.240
-4.68%
1.200
-0.06%
0.000
-16.23%
-2.56%
264203.175
Drug Manufacturers

United Community Bank's Historical Top Holdings Breakdowns

United Community Bank's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-2.08%
●
497.53 ($525.83) 549.64
$583.65
11.00%
Reduce -26.97%
28,310
-10,453
VWO 		Vanguard FTSE Emerging Markets ETF2024-06-30Reduce
-0.89%
●
40.83 ($43.08) 44.89
$47.19
9.54%
Reduce -53.14%
48,676
-55,207
AAPL 		Apple Inc2024-06-30Add
+0.83%
●
165 ($186.49) 216.67
$233.40
25.15%
Add 78.64%
22,059
9,711
MUB 		iShares National Muni Bond ETF2024-06-30Reduce
-0.77%
●
105.37 ($106.5) 107.16
$107.09
0.55%
Reduce -50.38%
18,046
-18,319
VZ 		Verizon Communications Inc2024-06-30Reduce
-0.75%
●
38.6 ($40.3) 42.84
$41.62
3.28%
Reduce -64.94%
25,369
-47,000
GOOG 		Alphabet Inc2024-06-30Add
+0.70%
●
151.94 ($170.1) 186.86
$168.34
-1.03%
Add 753.73%
10,629
9,384
VTI 		Vanguard Total Stock Market ETF2024-06-30Reduce
-0.56%
●
245.23 ($258.82) 269.4
$286.70
10.77%
Reduce -47.04%
6,541
-5,810
AMZN 		Amazon.com Inc2024-06-30Add
+0.50%
●
173.67 ($183.7) 197.85
$188.39
2.55%
Add 74.38%
15,089
6,436
PFE 		Pfizer Inc2024-06-30Reduce
-0.48%
●
25.26 ($27.53) 29.6
$28.86
4.83%
Reduce -61.31%
28,184
-44,665
ADP 		Automatic Data Processing Inc2024-06-30Add
+0.42%
●
237.3 ($245.52) 254.02
$286.44
16.67%
Add 544.33%
5,232
4,420

United Community Bank Total Holding History ($B)

To

United Community Bank's Asset Allocation

To

United Community Bank Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

United Community Bank's Hypothetical Growth since 2024-06-30

United Community Bank's Yearly Returns

Year Portfolio % % Excess Gain %

United Community Bank's Holdings Heat Map

Size field:

United Community Bank's Holdings Bubble Chart

United Community Bank News

  • 1

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