United Community Bank

CIK Number: 0002000314

268.39M
Market Value
385
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 BRK-B Berkshire Hatha...
483.43
-1.39% 70.51K -2.03% 31.96M 291.49 12.44%
2 IVV iShares Core S&...
598.51
-0.87% 27.74K -1.54% 16.33M 471.53 6.36%
3 EFA iShares MSCI EA...
86.94
-1.25% 120.76K -0.09% 9.13M 68.92 3.55%
4 MSFT Microsoft Corpo...
477.90
-0.26% 15.65K -0.78% 6.6M 317.38 2.57%
5 AAPL Apple Inc.
195.57
-1.44% 19.84K +3.13% 4.97M 198.28 1.93%
6 VXF Vanguard Extend...
186.04
-0.9% 22.86K -0.63% 4.34M 143.33 1.69%
7 IJH iShares Core S&...
60.20
-0.88% 68.51K -0.2% 4.27M 50.24 1.66%
8 FLRN SPDR Bloomberg ...
30.74
+0.03% 113.87K -0.14% 3.5M 30.83 1.36%
9 VCIT Vanguard Interm...
81.71
+0.23% 43.08K +3.09% 3.46M 83.42 1.35%
10 CVX Chevron Corpora...
148.85
+1.93% 23.07K +2.24% 3.34M 145.71 1.30%
11 DRI Darden Restaura...
224.53
-0.1% 17.8K +221.18% 3.32M 178.66 1.29%
12 CSCO Cisco Systems, ...
65.33
-0.27% 54.41K +2.57% 3.22M 57.63 1.25%
13 KO The Coca-Cola C...
69.60
-1.31% 47.27K +3.44% 2.94M 59.61 1.15%
14 AMZN Amazon.com, Inc...
214.87
-0.57% 13.29K +0.95% 2.92M 172.74 1.14%
15 JNJ Johnson & Johns...
152.38
-1.83% 19.49K +2.47% 2.82M 159.92 1.10%
16 CAT Caterpillar Inc...
357.72
-1.3% 7.67K +0.52% 2.78M 213.1 1.08%
17 META Meta Platforms,...
697.17
-0.7% 4.72K -1.46% 2.76M 302.91 1.08%
18 IAU iShares Gold Tr...
63.83
+0.05% 53.57K -0.02% 2.65M 41.59 1.03%
19 GIS General Mills, ...
53.05
-0.89% 37.8K +3.04% 2.41M 72.12 0.94%
20 ENB Enbridge Inc.
45.96
+0.01% 56.6K +4.13% 2.4M 39.31 0.93%
21 IGSB iShares 1-5 Yea...
52.34
+0.05% 46K +10.14% 2.38M 50 0.93%
22 MRK Merck & Co., In...
78.33
-3.25% 23.67K +4.23% 2.35M 82.66 0.92%
23 PAYX Paychex, Inc.
152.43
-0.81% 16.13K +3.17% 2.26M 133.75 0.88%
24 MCD McDonald's Corp...
292.33
-1.33% 7.8K +4.35% 2.26M 270.52 0.88%
25 TGT Target Corporat...
95.12
-2.31% 16.58K +406.76% 2.24M 135.98 0.87%
26 PKG Packaging Corpo...
186.23
-1.7% 9.93K +0.40% 2.24M 128.8 0.87%
27 JPM JPMorgan Chase ...
269.39
-0.36% 9.15K -3.72% 2.19M 146.18 0.85%
28 IJR iShares Core S&...
105.81
-1.09% 18.94K -0.71% 2.18M 94.33 0.85%
29 VWO Vanguard Emergi...
48.28
-1.13% 49.18K +4.54% 2.17M 40.69 0.84%
30 HD The Home Depot,...
348.70
-1.37% 5.5K -1.91% 2.14M 314.37 0.83%
31 PGR The Progressive...
265.60
-0.31% 8.59K +287.80% 2.06M 221.79 0.80%
32 VTI Vanguard Total ...
293.93
-0.86% 6.65K +0.53% 1.93M 237.66 0.75%
33 USB U.S. Bancorp
42.69
-1.08% 40.27K +4.02% 1.93M 36.72 0.75%
34 AEP American Electr...
101.62
-0.28% 20.55K +4.01K% 1.9M 92.11 0.74%
35 NVDA NVIDIA Corporat...
144.07
-0.43% 14.03K -4.93% 1.88M 51.45 0.73%
36 HPQ HP Inc.
24.30
-0.9% 57.41K +674.67% 1.87M 32.59 0.73%
37 COST Costco Wholesal...
977.59
-0.69% 2.02K -2.65% 1.85M 660.08 0.72%
38 AGG iShares Core U....
98.08
+0.33% 18.83K -1.05% 1.82M 95.07 0.71%
39 GOOGL Alphabet Inc.
175.88
-0.51% 9.28K -0.64% 1.76M 135.74 0.68%
40 MUB iShares Nationa...
104.08
+0.11% 15.83K -9.39% 1.69M 105 0.66%
41 TROW T. Rowe Price G...
91.54
-1.79% 14.22K +100.00% 1.61M 113.09 0.63%
42 MA Mastercard Inco...
569.23
+0.10% 2.94K -1.51% 1.55M 358.29 0.60%
43 XLK Technology Sele...
241.22
-0.75% 6.56K 0.00% 1.53M 163.93 0.59%
44 VNQ Vanguard Real E...
89.56
-0.38% 16.97K +0.25% 1.51M 75.69 0.59%
45 XOM Exxon Mobil Cor...
114.00
+1.36% 13.78K +0.53% 1.48M 116.82 0.58%
46 ADP Automatic Data ...
307.57
-0.11% 5.04K +0.50% 1.47M 235.44 0.57%
47 MOAT VanEck Mornings...
91.00
-1.29% 15.65K -15.84% 1.45M 88.12 0.56%
48 GOOG Alphabet Inc.
177.16
-0.44% 7.5K +1.01% 1.43M 179.38 0.56%
49 IGV iShares Expande...
106.53
-0.81% 14.25K 0.00% 1.43M 68.25 0.56%
50 V Visa Inc.
357.69
+0.62% 4.14K +0.05% 1.31M 235.72 0.51%
51 AVGO Broadcom Inc.
249.32
-1.1% 5.42K +4.03% 1.26M 101.84 0.49%
52 T AT&T Inc.
27.64
-1.16% 55.09K -2.05% 1.25M 18.88 0.49%
53 PM Philip Morris I...
183.44
+0.08% 10.24K -3.62% 1.23M 95.16 0.48%
54 TOTL SPDR DoubleLine...
39.76
+0.29% 30.4K +16.28% 1.2M 43.53 0.47%
55 SPY SPDR S&P 500 ET...
597.40
-0.88% 1.97K -4.36% 1.16M 473.04 0.45%
56 PSA Public Storage
293.28
-0.43% 3.81K +12.72% 1.14M 289.28 0.44%
57 KHC The Kraft Heinz...
25.75
-0.16% 36.76K +16.22% 1.13M 31.76 0.44%
58 PFF iShares Preferr...
30.18
-0.13% 35.85K 0.00% 1.13M 30.15 0.44%
59 FI Fiserv, Inc.
163.43
-0.88% 5.43K -0.28% 1.12M 108.05 0.43%
60 IBM International B...
283.06
+0.44% 5.04K -0.77% 1.11M 139.79 0.43%
61 BKNG Booking Holding...
5303.93
-1.21% 220 -21.43% 1.09M 2410.71 0.43%
62 WMT Walmart Inc.
94.21
-0.08% 12.06K -1.01% 1.09M 53.31 0.42%
63 ABBV AbbVie Inc.
185.53
-2.8% 5.94K +1.83% 1.06M 168.38 0.41%
64 ADBE Adobe Inc.
382.68
-4.74% 2.37K +8.95% 1.06M 512.32 0.41%
65 VGSH Vanguard Short-...
58.49
+0.07% 18.06K -0.53% 1.05M 58.75 0.41%
66 UNH UnitedHealth Gr...
308.94
+0.42% 2.08K -13.9% 1.05M 498.63 0.41%
67 CSX CSX Corporation
32.11
-1.38% 32.09K -0.05% 1.04M 33.68 0.40%
68 CRM Salesforce, Inc...
262.53
-0.51% 3.04K +5.74% 1.02M 255.33 0.40%
69 DIS The Walt Disney...
118.14
-1.12% 9.11K +11.65% 1.01M 99.5 0.39%
70 NEE NextEra Energy,...
71.88
-2.58% 13.59K +7.18% 974.34K 60.27 0.38%
71 BLK BlackRock, Inc.
968.44
-1.39% 948 +100.00% 971.8K 1025.11 0.38%
72 ORCL Oracle Corporat...
207.88
-1.53% 5.83K 0.00% 971.51K 106.01 0.38%
73 DOW Dow Inc.
29.45
-3.68% 23.95K +20.41% 961.11K 50.54 0.37%
74 AXP American Expres...
292.69
-0.52% 3.2K 0.00% 950.91K 233.81 0.37%
75 LLY Eli Lilly and C...
791.46
-2% 1.2K +11.14% 924.08K 489.19 0.36%
76 BMY Bristol-Myers S...
47.26
-2.88% 15.48K -1.21% 875.55K 43.87 0.34%
77 UPS United Parcel S...
99.72
-1.36% 6.93K +0.43% 873.75K 178.95 0.34%
78 TSM Taiwan Semicond...
213.93
-0.81% 4.26K -20.02% 840.52K 110.27 0.33%
79 VUG Vanguard Growth...
420.16
-0.82% 2.02K +44.07% 827.86K 371.99 0.32%
80 PG The Procter & G...
158.46
-1.5% 4.66K -0.79% 781.25K 146.58 0.30%
81 CMCSA Comcast Corpora...
34.53
-1.65% 20.79K -1.4% 780.17K 43.62 0.30%
82 VZ Verizon Communi...
41.85
-1.52% 19.49K -2.99% 779.45K 43.01 0.30%
83 PFE Pfizer Inc.
24.00
-1.64% 29.14K -1.05% 772.95K 46.22 0.30%
84 GLD SPDR Gold Share...
311.95
+0.05% 3.14K -0.03% 759.32K 178.66 0.30%
85 AMAT Applied Materia...
174.19
-1.34% 4.55K +139.77% 739.32K 191.47 0.29%
86 DUK Duke Energy Cor...
114.77
-0.55% 6.81K -1.02% 733.28K 97.04 0.29%
87 ACN Accenture plc
312.02
-0.73% 2.07K +1.47% 727.85K 321.88 0.28%
88 SBUX Starbucks Corpo...
91.60
-2.01% 7.82K -8.16% 713.58K 91.06 0.28%
89 SCHW The Charles Sch...
88.94
-0.03% 9.58K -2.74% 709.02K 56.31 0.28%
90 DVY iShares Select ...
129.58
-0.84% 5.3K 0.00% 695.84K 107.64 0.27%
91 IQV IQVIA Holdings ...
153.91
-3.35% 3.5K -3.05% 688.18K 271.03 0.27%
92 TRV The Travelers C...
264.15
-0.37% 2.8K -3.05% 673.53K 162.63 0.26%
93 ELV Elevance Health...
375.08
-0.38% 1.76K +9.59% 649.26K 474.69 0.25%
94 EMR Emerson Electri...
127.47
-0.94% 5.11K -1.54% 632.91K 96.57 0.25%
95 QCOM QUALCOMM Incorp...
154.54
-1.49% 4.1K +14.65% 630.15K 128.05 0.25%
96 PHM PulteGroup, Inc...
98.69
-3.64% 5.75K +2.86% 626.07K 90.63 0.24%
97 IJK iShares S&P Mid...
88.11
-0.76% 6.86K 0.00% 623.87K 72.24 0.24%
98 KMX CarMax, Inc.
64.39
-2.22% 7.23K +0.91% 591.45K 102.5 0.23%
99 DEO Diageo plc
102.31
-0.78% 4.61K +15.39% 586.07K 126.04 0.23%
100 IWM iShares Russell...
208.41
-1.12% 2.64K +0.38% 582.45K 197.93 0.23%
101 SPGI S&P Global Inc.
501.07
-0.78% 1.16K 0.00% 575.72K 402.63 0.22%
102 GILD Gilead Sciences...
108.12
-2.45% 6.13K +0.57% 566.5K 71.99 0.22%
103 DHR Danaher Corpora...
195.80
-2.64% 2.4K 0.00% 551.61K 235.97 0.21%
104 KMB Kimberly-Clark ...
128.88
-1.37% 4.21K +0.33% 551.55K 120.9 0.21%
105 BAC Bank of America...
44.23
-0.41% 12.08K +0.71% 530.96K 36.69 0.21%
106 APP AppLovin Corpor...
360.45
-2.76% 1.64K -2.1% 529.46K 85.5 0.21%
107 CHKP Check Point Sof...
218.98
-1.01% 2.82K -2.08% 526.49K 152.79 0.20%
108 MDT Medtronic plc
86.20
-1.96% 6.5K -10.18% 518.98K 84.84 0.20%
109 VGIT Vanguard Interm...
59.16
+0.28% 8.37K -3.48% 485.63K 57.48 0.19%
110 SPSB SPDR Portfolio ...
30.02
+0.02% 15.67K -14.67% 467.94K 30.93 0.18%
111 MET MetLife, Inc.
77.81
-0.75% 5.57K +2.92% 456.15K 65.82 0.18%
112 CBRE CBRE Group, Inc...
132.16
-1.45% 3.47K +49.91% 455.44K 101.06 0.18%
113 MDLZ Mondelez Intern...
66.32
-1.32% 7.41K -0.34% 442.6K 69.75 0.17%
114 ADSK Autodesk, Inc.
296.89
-0.81% 1.42K -3.07% 419.71K 226.21 0.16%
115 BIL SPDR Bloomberg ...
91.60
+0.02% 4.54K +7.70% 415.46K 91.62 0.16%
116 SO The Southern Co...
88.36
-0.65% 5K -81.71% 411.44K 67.79 0.16%
117 VYM Vanguard High D...
130.07
-0.9% 3.16K 0.00% 403.31K 112 0.16%
118 SHW The Sherwin-Wil...
330.69
-1.51% 1.18K -0.42% 401.8K 353.21 0.16%
119 OHI Omega Healthcar...
36.89
+2.27% 9.98K +16.25% 377.74K 35.38 0.15%
120 VGT Vanguard Inform...
629.24
-0.73% 605 0.00% 376.19K 468.85 0.15%
121 SHY iShares 1-3 Yea...
82.44
+0.05% 4.55K -26.94% 373.42K 85.54 0.15%
122 VXUS Vanguard Total ...
67.54
-1.24% 6.3K 0.00% 371.44K 63.19 0.14%
123 TTD The Trade Desk,...
67.57
-3.81% 3.15K -0.94% 370.81K 86.71 0.14%
124 HON Honeywell Inter...
221.84
-1% 1.64K +8.26% 370.01K 198.08 0.14%
125 JMBS Janus Henderson...
44.47
+0.24% 7.86K -15.1% 347.39K 43.85 0.14%
126 APD Air Products an...
277.09
-1.19% 1.19K -5.56% 345.15K 297.98 0.13%
127 RTX RTX Corporation
148.49
+1.39% 2.97K -0.83% 343.92K 87.44 0.13%
128 MDY SPDR S&P MIDCAP...
551.81
-0.9% 601 0.00% 342.32K 515.96 0.13%
129 IVW iShares S&P 500...
105.37
-0.85% 3.31K +4.26% 335.66K 69.77 0.13%
130 MMM 3M Company
142.13
-2.02% 2.55K 0.00% 329.18K 133.85 0.13%
131 IJJ iShares S&P Mid...
120.25
-0.96% 2.63K 0.00% 328.39K 100.93 0.13%
132 PEP PepsiCo, Inc.
129.25
-1.64% 2.15K -5.08% 326.63K 170.6 0.13%
133 SYK Stryker Corpora...
373.25
-1.02% 904 +3.43% 325.49K 281.5 0.13%
134 IWR iShares Russell...
89.14
-1% 3.6K -2.31% 317.89K 83.01 0.12%
135 DAL Delta Air Lines...
47.30
-4.36% 5.18K 0.00% 313.69K 43.25 0.12%
136 OKE ONEOK, Inc.
81.38
-0.94% 3.1K -8.57% 310.74K 66.68 0.12%
137 MAR Marriott Intern...
256.21
-0.66% 1.09K 0.00% 303.77K 169.84 0.12%
138 PNC The PNC Financi...
173.19
-1.11% 1.57K -8.47% 302K 126.18 0.12%
139 IVE iShares S&P 500...
189.84
-0.94% 1.58K +14.08% 301.59K 158.41 0.12%
140 DLR Digital Realty ...
175.91
-0.08% 1.67K +8.89% 295.43K 159.34 0.12%
141 GBIL Goldman Sachs A...
100.01
+0.02% 2.96K +1.20% 295.26K 100.14 0.11%
142 COP ConocoPhillips
95.58
+0.61% 2.94K 0.00% 291.76K 107.98 0.11%
143 GD General Dynamic...
281.11
+0.65% 1.09K -0.82% 286.41K 220.97 0.11%
144 ETN Eaton Corporati...
330.42
-2.25% 848 -0.59% 281.43K 185.48 0.11%
145 CL Colgate-Palmoli...
88.63
-1.64% 3.04K 0.00% 276.37K 79.71 0.11%
146 NFLX Netflix, Inc.
1220.70
-0.38% 310 0.00% 276.31K 470.45 0.11%
147 BP BP p.l.c.
31.61
+1.43% 9.23K +11.47% 272.9K 35.72 0.11%
148 SYF Synchrony Finan...
60.26
-1.66% 4.13K 0.00% 268.25K 49.88 0.10%
149 TFC Truist Financia...
39.01
-0.98% 6.1K -3.56% 264.75K 41.38 0.10%
150 WFC Wells Fargo & C...
72.50
-0.88% 3.72K +5.18% 261.15K 42.31 0.10%