United Community Bank
CIK: 0002000314SEC EDGAR →
Portfolio Value
$264.5M
Holdings
552
As of
Q4 2025
New Positions
552
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL CL B NEW COM | 57,516 | $28.9M | 10.93% |
| 2 | ISHARES GOLD TR SHARES REPRESENT ETF | 389,667 | $16.8M | 6.33% |
| 3 | INVESCO EXCHANGE TRADED FD TR ETF | 480,266 | $11.0M | 4.15% |
| 4 | ISHARES MSCI EAFE ETF | 96,617 | $9.3M | 3.51% |
| 5 | MICROSOFT CORP COM | 18,425 | $8.9M | 3.37% |
| 6 | ISHARES TR CORE S&P500 ETF | 12,027 | $8.2M | 3.11% |
| 7 | ISHARES CORE S&P MIDCAP ETF | 78,379 | $5.2M | 1.96% |
| 8 | VANGUARD TOTAL STOCK MARKET ETF | 13,336 | $4.5M | 1.69% |
| 9 | VANGUARD EXTENDED MARKET ETF | 21,332 | $4.5M | 1.69% |
| 10 | APPLE INC COM | 15,714 | $4.3M | 1.62% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (552)
$28.9M · 58K shares
$16.8M · 390K shares
$11.0M · 480K shares
$9.3M · 97K shares
$8.9M · 18K shares
$8.2M · 12K shares
$5.2M · 78K shares
$4.5M · 13K shares
$4.5M · 21K shares
$4.3M · 16K shares
$4.1M · 51K shares
$4.1M · 22K shares
$3.5M · 7K shares
$3.4M · 45K shares
$3.1M · 10K shares
$3.1M · 26K shares
$2.9M · 39K shares
$2.6M · 8K shares
$2.5M · 33K shares
$2.5M · 7K shares
$2.4M · 10K shares
$2.4M · 16K shares
$2.3M · 14K shares
$2.3M · 36K shares
$2.2M · 3K shares
$2.2M · 6K shares
$2.1M · 9K shares
$2.1M · 83K shares
$2.0M · 14K shares
$2.0M · 38K shares
$2.0M · 7K shares
$1.9M · 6K shares
$1.8M · 26K shares
$1.8M · 2K shares
$1.8M · 15K shares
$1.7M · 8K shares
$1.7M · 12K shares
$1.6M · 15K shares
$1.6M · 20K shares
$1.5M · 28K shares
$1.5M · 1K shares
$1.5M · 2K shares
$1.4M · 7K shares
$1.4M · 13K shares
$1.4M · 11K shares
$1.3M · 5K shares
$1.3M · 11K shares
$1.3M · 4K shares
$1.2M · 17K shares
$1.2M · 29K shares
$1.2M · 6K shares
$1.2M · 2K shares
$1.2M · 9K shares
$1.1M · 2K shares
$1.1M · 30K shares
$1.1M · 11K shares
$1.1M · 20K shares
$1.1M · 10K shares
$1.1M · 3K shares
$1.1M · 12K shares
$1.1M · 22K shares
$1.0M · 29K shares
$1.0M · 9K shares
$999K · 2K shares
$910K · 5K shares
$886K · 9K shares
$848K · 28K shares
$845K · 17K shares
$824K · 154 shares
$812K · 34K shares
$807K · 6K shares
$806K · 1K shares
$769K · 3K shares
$769K · 17K shares
$763K · 8K shares
$762K · 8K shares
$718K · 7K shares
$717K · 7K shares
$715K · 2K shares
$706K · 8K shares
$690K · 4K shares
$685K · 12K shares
$665K · 1K shares
$652K · 1K shares
$638K · 5K shares
$605K · 2K shares
$588K · 4K shares
$588K · 2K shares
$577K · 23K shares
$555K · 2K shares
$544K · 2K shares
$532K · 5K shares
$525K · 3K shares
$520K · 4K shares
$516K · 685 shares
$516K · 4K shares
$512K · 6K shares
$510K · 5K shares
$505K · 4K shares
$505K · 1K shares
$503K · 7K shares
$487K · 1K shares
$484K · 6K shares
$477K · 2K shares
$471K · 2K shares
$469K · 12K shares
$461K · 883 shares
$461K · 3K shares
$443K · 4K shares
$431K · 4K shares
$420K · 6K shares
$416K · 628 shares
$396K · 1K shares
$388K · 474 shares
$387K · 2K shares
$385K · 8K shares
$382K · 2K shares
$376K · 5K shares
$366K · 1K shares
$364K · 2K shares
$363K · 3K shares
$357K · 2K shares
$357K · 2K shares
$356K · 3K shares
$348K · 1K shares
$337K · 6K shares
$336K · 1K shares
$334K · 6K shares
$333K · 4K shares
$331K · 2K shares
$322K · 5K shares
$314K · 2K shares
$313K · 2K shares
$312K · 3K shares
$312K · 6K shares
$307K · 12K shares
$293K · 1K shares
$291K · 2K shares
$289K · 3K shares
$289K · 4K shares
$288K · 11K shares
$288K · 1K shares
$280K · 278 shares
$272K · 3K shares
$267K · 1K shares
$260K · 3K shares
$255K · 2K shares
$255K · 6K shares
$248K · 5K shares
$247K · 763 shares
$245K · 3K shares
$243K · 3K shares
$242K · 3K shares
$240K · 772 shares
$239K · 1K shares
$238K · 924 shares
$234K · 696 shares
$230K · 2K shares
$223K · 1K shares
$218K · 324 shares
$216K · 2K shares
$212K · 263 shares
$209K · 443 shares
$206K · 858 shares
$206K · 666 shares
$205K · 2K shares
$202K · 366 shares
$202K · 1K shares
$198K · 566 shares
$193K · 667 shares
$193K · 1K shares
$186K · 1K shares
$182K · 6K shares
$178K · 1K shares
$177K · 2K shares
$176K · 640 shares
$173K · 4K shares
$171K · 387 shares
$169K · 780 shares
$168K · 1K shares
$167K · 679 shares
$166K · 837 shares
$163K · 879 shares
$163K · 1K shares
$162K · 475 shares
$155K · 6K shares
$155K · 509 shares
$152K · 2K shares
$152K · 990 shares
$150K · 2K shares
$150K · 357 shares
$150K · 1K shares
$149K · 710 shares
$148K · 415 shares
$148K · 500 shares
$147K · 1K shares
$143K · 554 shares
$141K · 1K shares
$140K · 215 shares
$140K · 460 shares
$140K · 905 shares
$137K · 407 shares
$136K · 2K shares
$134K · 680 shares
$130K · 1K shares
$130K · 5K shares
$130K · 732 shares
$130K · 2K shares
$127K · 3K shares
$127K · 1K shares
$125K · 387 shares
$123K · 2K shares
$123K · 579 shares
$120K · 575 shares
$117K · 1K shares
$116K · 3K shares
$115K · 2K shares
$115K · 1K shares
$113K · 18K shares
$113K · 3K shares
$113K · 2K shares
$112K · 500 shares
$112K · 1K shares
$109K · 699 shares
$109K · 452 shares
$107K · 1K shares
$105K · 342 shares
$104K · 2K shares
$102K · 797 shares
$100K · 433 shares
$100K · 544 shares
$99K · 82 shares
$95K · 956 shares
$93K · 344 shares
$93K · 4K shares
$92K · 1K shares
$91K · 1K shares
$90K · 1K shares
$89K · 907 shares
$89K · 459 shares
$88K · 1K shares
$86K · 219 shares
$86K · 605 shares
$84K · 747 shares
$83K · 1K shares
$83K · 3K shares
$83K · 505 shares
$80K · 2K shares
$79K · 2K shares
$79K · 985 shares
$78K · 299 shares
$78K · 312 shares
$77K · 158 shares
$77K · 2K shares
$76K · 1K shares
$76K · 2K shares
$76K · 541 shares
$75K · 340 shares
$74K · 2K shares
$74K · 334 shares
$73K · 1K shares
$73K · 3K shares
$72K · 1K shares
$70K · 2K shares
$69K · 789 shares
$67K · 140 shares
$67K · 276 shares
$66K · 245 shares
$66K · 2K shares
$65K · 555 shares
$65K · 404 shares
$65K · 522 shares
$64K · 882 shares
$64K · 963 shares
$64K · 271 shares
$64K · 73 shares
$64K · 365 shares
$62K · 775 shares
$62K · 1K shares
$61K · 3K shares
$60K · 326 shares
$60K · 274 shares
$59K · 604 shares
$57K · 1K shares
$54K · 525 shares
$52K · 252 shares
$52K · 343 shares
$52K · 675 shares
$52K · 275 shares
$49K · 273 shares
$49K · 506 shares
$48K · 2K shares
$47K · 3K shares
$46K · 169 shares
$45K · 200 shares
$45K · 582 shares
$45K · 1K shares
$44K · 380 shares
$44K · 203 shares
$44K · 840 shares
$44K · 84 shares
$44K · 931 shares
$43K · 123 shares
$43K · 125 shares
$43K · 101 shares
$42K · 500 shares
$41K · 81 shares
$41K · 520 shares
$40K · 224 shares
$40K · 188 shares
$40K · 249 shares
$40K · 53 shares
$39K · 342 shares
$39K · 200 shares
$38K · 67 shares
$38K · 3K shares
$38K · 1K shares
$37K · 84 shares
$37K · 186 shares
$37K · 513 shares
$36K · 2K shares
$35K · 247 shares
$35K · 190 shares
$35K · 244 shares
$32K · 414 shares
$32K · 679 shares
$31K · 1K shares
$31K · 242 shares
$31K · 899 shares
$30K · 1K shares
$30K · 2K shares
$30K · 65 shares
$30K · 649 shares
$29K · 75 shares
$29K · 170 shares
$29K · 1K shares
$29K · 34 shares
$29K · 144 shares
$29K · 239 shares
$27K · 400 shares
$27K · 965 shares
$27K · 159 shares
$26K · 305 shares
$26K · 848 shares
$26K · 885 shares
$26K · 598 shares
$26K · 106 shares
$26K · 455 shares
$26K · 500 shares
$26K · 274 shares
$26K · 43 shares
$25K · 272 shares
$25K · 2K shares
$25K · 440 shares
$24K · 2K shares
$23K · 80 shares
$23K · 285 shares
$23K · 41 shares
$23K · 2K shares
$22K · 377 shares
$22K · 189 shares
$22K · 213 shares
$22K · 244 shares
$22K · 127 shares
$22K · 234 shares
$22K · 168 shares
$22K · 226 shares
$22K · 662 shares
$21K · 2K shares
$21K · 83 shares
$21K · 20 shares
$21K · 47 shares
$20K · 435 shares
$20K · 149 shares
$20K · 1K shares
$20K · 380 shares
$19K · 362 shares
$19K · 497 shares
$19K · 294 shares
$19K · 15 shares
$19K · 1K shares
$19K · 232 shares
$18K · 270 shares
$18K · 66 shares
$18K · 144 shares
$17K · 160 shares
$17K · 135 shares
$17K · 700 shares
$17K · 785 shares
$17K · 409 shares
$17K · 400 shares
$16K · 235 shares
$16K · 48 shares
$16K · 311 shares
$16K · 90 shares
$16K · 223 shares
$15K · 54 shares
$15K · 35 shares
$15K · 376 shares
$15K · 20K shares
$14K · 215 shares
$14K · 77 shares
$14K · 84 shares
$14K · 187 shares
$14K · 340 shares
$14K · 190 shares
$14K · 264 shares
$14K · 115 shares
$14K · 200 shares
$13K · 105 shares
$13K · 102 shares
$13K · 28 shares
$13K · 1K shares
$13K · 18 shares
$13K · 27 shares
$13K · 72 shares
$13K · 4 shares
$13K · 97 shares
$12K · 600 shares
$12K · 19 shares
$12K · 172 shares
$12K · 40 shares
$12K · 158 shares
$12K · 194 shares
$11K · 49 shares
$11K · 20 shares
$11K · 409 shares
$11K · 146 shares
$11K · 119 shares
$11K · 155 shares
$10K · 57 shares
$10K · 67 shares
$10K · 180 shares
$10K · 63 shares
$10K · 124 shares
$10K · 575 shares
$10K · 60 shares
$10K · 222 shares
$10K · 27 shares
$9K · 26 shares
$9K · 73 shares
$9K · 134 shares
$9K · 91 shares
$9K · 49 shares
$9K · 58 shares
$9K · 66 shares
$8K · 14 shares
$8K · 54 shares
$8K · 182 shares
$8K · 218 shares
$8K · 78 shares
$8K · 485 shares
$8K · 30 shares
$8K · 314 shares
$7K · 282 shares
$7K · 96 shares
$7K · 129 shares
$7K · 27 shares
$7K · 109 shares
$7K · 193 shares
$7K · 84 shares
$7K · 64 shares
$6K · 240 shares
$6K · 150 shares
$6K · 30 shares
$6K · 71 shares
$5K · 83 shares
$5K · 334 shares
$5K · 28 shares
$5K · 80 shares
$5K · 44 shares
$5K · 94 shares
$4K · 133 shares
$4K · 400 shares
$4K · 183 shares
$4K · 5 shares
$4K · 23 shares
$4K · 49 shares
$4K · 18 shares
$4K · 26 shares
$4K · 8 shares
$4K · 52 shares
$4K · 18 shares
$4K · 162 shares
$3K · 63 shares
$3K · 159 shares
$3K · 10 shares
$3K · 24 shares
$3K · 20 shares
$3K · 93 shares
$3K · 17 shares
$3K · 16 shares
$3K · 34 shares
$3K · 39 shares
$3K · 37 shares
$2K · 10 shares
$2K · 56 shares
$2K · 100 shares
$2K · 5 shares
$2K · 23 shares
$2K · 44 shares
$2K · 41 shares
$2K · 100 shares
$2K · 64 shares
$1K · 7 shares
$1K · 70 shares
$1K · 12 shares
$1K · 9 shares
$1K · 3 shares
$1K · 11 shares
$1K · 22 shares
$1K · 10 shares
$1K · 34 shares
$1K · 11 shares
$1K · 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
$0 · 14 shares
$0 · 49 shares
$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 | $116.0M | 43.9% |
| Unknown | 41 | $42.3M | 16.0% |
| Technology | 80 | $32.0M | 12.1% |
| Healthcare | 38 | $14.6M | 5.5% |
| Consumer Cyclical | 42 | $12.1M | 4.6% |
| Industrials | 58 | $10.7M | 4.1% |
| Communication Services | 14 | $10.4M | 3.9% |
| Energy | 26 | $9.1M | 3.4% |
| Consumer Defensive | 29 | $8.6M | 3.3% |
| Utilities | 25 | $4.9M | 1.9% |
| Basic Materials | 18 | $1.9M | 0.7% |
| Real Estate | 13 | $1.6M | 0.6% |