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United Community Bank

Portfolio Manager
United Community Bank
Performance
-2.84% (2026 Q1)
AUM (13F)
$299.92M
# of Holdings
565
Performance Rank
Allocation (Top 20)
45.17%

United Community Bank Holdings Map

Top 50 United Community Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
9.17%57.4K$27.5M
-0.25%(-143)
2025-Q1: 70.5K shares2025-Q2: 71.4K shares2025-Q3: 71.0K shares2025-Q4: 57.5K shares2026-Q1: 57.4K shares
$290.43(+67.17%)
2026-03-31
IAUM
ISHARES GOLD TR SHARES REPRESENT ETF
5.86%376.3K$17.6M
-3.42%(-13.32K)
2025-Q1: 36.6K shares2025-Q2: 360.0K shares2025-Q3: 381.9K shares2025-Q4: 389.7K shares2026-Q1: 376.3K shares
$31.95(+46.22%)
2026-03-31
PBP
INVESCO EXCHANGE TRADED FD TR ETF
3.53%481.7K$10.6M
+0.31%(+1.48K)
2025-Q1: 33.0K shares2025-Q2: 529.2K shares2025-Q3: 537.9K shares2025-Q4: 480.3K shares2026-Q1: 481.7K shares
$22.05(+3.34%)
2026-03-31
EFA
ISHARES MSCI EAFE ETF
3.01%92.9K$9.0M
-3.85%(-3.72K)
2025-Q1: 111.1K shares2025-Q2: 98.7K shares2025-Q3: 98.9K shares2025-Q4: 96.6K shares2026-Q1: 92.9K shares
$70.75(+46.75%)
2026-03-31
IVV
ISHARES TR CORE S&P500 ETF
2.29%10.5K$6.9M
-12.50%(-1.50K)
2025-Q1: 27.8K shares2025-Q2: 26.6K shares2025-Q3: 27.0K shares2025-Q4: 12.0K shares2026-Q1: 10.5K shares
$462.79(+61.14%)
2026-03-31
MSFT
MICROSOFT CORP COM
2.17%17.6K$6.5M
-4.56%(-841)
2025-Q1: 16.6K shares2025-Q2: 16.4K shares2025-Q3: 20.0K shares2025-Q4: 18.4K shares2026-Q1: 17.6K shares
$358.67(+12.98%)
2026-03-31
VTI
VANGUARD TOTAL STOCK MARKET ETF
2%18.7K$6.0M
+40.38%(+5.38K)
2025-Q1: 6.6K shares2025-Q2: 6.6K shares2025-Q3: 10.9K shares2025-Q4: 13.3K shares2026-Q1: 18.7K shares
$292.36(+24.74%)
2026-03-31
IJH
ISHARES CORE S&P MIDCAP ETF
1.91%84.7K$5.7M
+8.02%(+6.28K)
2025-Q1: 67.2K shares2025-Q2: 65.3K shares2025-Q3: 73.5K shares2025-Q4: 78.4K shares2026-Q1: 84.7K shares
$54.38(+34.47%)
2026-03-31
SPHQ
INVESCO EXCHANGE TRADED FD TR S&P500
1.55%61.9K$4.7M
+38.58%(+17.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 35.3K shares2025-Q4: 44.7K shares2026-Q1: 61.9K shares
$73.36(+12.32%)
2026-03-31
VXF
VANGUARD EXTENDED MARKET ETF
1.51%22.1K$4.5M
+3.49%(+744)
2025-Q1: 22.3K shares2025-Q2: 18.6K shares2025-Q3: 18.6K shares2025-Q4: 21.3K shares2026-Q1: 22.1K shares
$155.90(+46.00%)
2026-03-31

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