AI Portfolio Summary
In 2026 Q1, United Community Bank maintained a portfolio of 638 distinct positions. The most significant new addition to the portfolio was VANGUARD INT TERM CO, which now represents 1.22% of the total fund value. They heavily accumulated shares in INVESCO EXCHANGE TRA, increasing their position by 0.3%. The fund also reduced its exposure to HOME DEPOT INC by 19.6%.
Total Positions
638
Quarter
2026 Q1
Top Holding
BRK/B (9.2%)
Top 10 Concentration
33.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 638
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 9.17% | 10.93% |
#1
Prev: #1
|
6.2 | -143 | -0.2% |
P
S
|
57,373 | $27,493,142 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IAUM
ISHARES GOLD TR...
|
ETF | 5.86% | 6.33% |
#2
Prev: #2
|
4.3 | -13,323 | -3.4% |
P
S
|
376,344 | $17,575,241 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PBP
INVESCO EXCHANG...
|
ETF | 3.53% | 4.15% |
#3
Prev: #3
|
2.9 | 1,482 | 0.3% |
P
S
|
481,748 | $10,593,628 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 3.01% | 3.51% |
#4
Prev: #4
|
2.2 | -3,724 | -3.9% |
P
S
|
92,893 | $9,022,697 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVV
ISHARES TR CORE...
|
ETF | 2.29% | 3.11% |
#5
1
Prev: #6
|
1.9 | -1,503 | -12.5% |
P
S
|
10,524 | $6,874,382 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 2.17% | 3.37% |
#6
1
Prev: #5
|
1.4 | -841 | -4.6% |
P
S
|
17,584 | $6,509,069 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 2.00% | 1.69% |
#7
1
Prev: #8
|
3.3 | 5,385 | 40.4% |
P
S
|
18,721 | $6,005,884 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 1.91% | 1.96% |
#8
1
Prev: #7
|
2.8 | 6,284 | 8.0% |
P
S
|
84,663 | $5,717,292 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 1.55% | 1.27% |
#9
5
Prev: #14
|
3.1 | 17,240 | 38.6% |
P
S
|
61,925 | $4,656,141 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VXF
VANGUARD EXTEND...
|
ETF | 1.51% | 1.69% |
#10
1
Prev: #9
|
1.1 | 744 | 3.5% |
P
S
|
22,076 | $4,543,241 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VXUS
VANGUARD TOTAL ...
|
ETF | 1.51% | 1.11% |
#11
6
Prev: #17
|
3.6 | 19,880 | 51.1% |
P
S
|
58,756 | $4,530,675 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 1.47% | 1.31% |
#12
1
Prev: #13
|
3.1 | 2,990 | 41.9% |
P
S
|
10,118 | $4,419,441 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AAPL
APPLE INC COM
|
Technology | 1.33% | 1.62% |
#13
3
Prev: #10
|
1.0 | -40 | -0.3% |
P
S
|
15,674 | $3,977,904 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.29% | 1.55% |
#14
2
Prev: #12
|
1.0 | 235 | 1.1% |
P
S
|
22,205 | $3,872,552 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VCIT
VANGUARD INT TE...
|
ETF | 1.22% | — |
#15
Prev: #—
|
4.0 | 44,289 | no change |
NEW
|
44,289 | $3,664,915 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 1.20% | 1.56% |
#16
5
Prev: #11
|
1.0 | -9,845 | -19.4% |
P
S
|
40,841 | $3,600,543 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 1.09% | 0.90% |
#17
5
Prev: #22
|
0.9 | 239 | 1.5% |
P
S
|
15,852 | $3,279,779 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AGG
ISHARES CORE TO...
|
ETF | 1.06% | — |
#18
Prev: #—
|
3.9 | 32,014 | no change |
NEW
|
32,014 | $3,178,030 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.01% | 1.19% |
#19
4
Prev: #15
|
2.4 | 607 | 6.2% |
P
S
|
10,343 | $3,042,497 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 0.99% | 0.77% |
#20
9
Prev: #29
|
2.9 | 5,775 | 40.5% |
P
S
|
20,038 | $2,967,628 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 0.98% | 1.18% |
#21
5
Prev: #16
|
0.9 | -2,348 | -9.1% |
P
S
|
23,541 | $2,926,382 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 0.93% | — |
#22
Prev: #—
|
3.9 | 59,338 | no change |
NEW
|
59,338 | $2,793,633 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FLRN
SPDR SER TR SS ...
|
ETF | 0.90% | — |
#23
Prev: #—
|
3.9 | 87,260 | no change |
NEW
|
87,260 | $2,685,863 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SHY
ISHARES 1-3 YEA...
|
ETF | 0.89% | — |
#24
Prev: #—
|
3.9 | 32,180 | no change |
NEW
|
32,180 | $2,657,103 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
UCB
UNITED CMNTY BK...
|
Financial Services | 0.88% | — |
#25
Prev: #—
|
3.9 | 84,123 | no change |
NEW
|
84,123 | $2,649,033 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
T
AT&T INC.
|
Communication Services | 0.81% | 0.78% |
#26
2
Prev: #28
|
0.8 | 568 | 0.7% |
P
S
|
83,879 | $2,431,652 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 0.80% | 0.85% |
#27
3
Prev: #24
|
0.8 | 1,100 | 3.0% |
P
S
|
37,216 | $2,384,801 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.79% | 0.86% |
#28
5
Prev: #23
|
0.8 | 262 | 1.9% |
P
S
|
14,415 | $2,383,376 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 0.79% | 0.95% |
#29
10
Prev: #19
|
0.8 | -2,088 | -6.4% |
P
S
|
30,417 | $2,360,055 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.77% | 0.44% |
#30
22
Prev: #52
|
3.3 | 1,823 | 106.9% |
P
S
|
3,529 | $2,295,050 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VGIT
VANGUARD SCOTTS...
|
ETF | 0.75% | — |
#31
Prev: #—
|
3.8 | 37,960 | no change |
NEW
|
37,960 | $2,260,518 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMZN
AMAZON INC COM
|
Consumer Cyclical | 0.75% | 0.91% |
#32
11
Prev: #21
|
0.8 | 311 | 3.0% |
P
S
|
10,737 | $2,236,195 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BIV
VANGUARD INTERM...
|
ETF | 0.73% | — |
#33
Prev: #—
|
3.8 | 28,456 | no change |
NEW
|
28,456 | $2,196,234 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.68% | 0.76% |
#34
4
Prev: #30
|
0.8 | 12 | 0.0% |
P
S
|
37,585 | $2,031,469 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 0.68% | 0.79% |
#35
8
Prev: #27
|
0.8 | 168 | 1.8% |
P
S
|
9,336 | $2,030,487 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.67% | 0.98% |
#36
18
Prev: #18
|
0.8 | -1,252 | -15.2% |
P
S
|
7,010 | $2,010,889 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 0.66% | 0.83% |
#37
11
Prev: #26
|
0.8 | 115 | 1.8% |
P
S
|
6,433 | $1,991,078 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.66% | 0.69% |
#38
5
Prev: #33
|
0.8 | -56 | -0.2% |
P
S
|
26,158 | $1,989,316 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.65% | 0.67% |
#39
4
Prev: #35
|
0.8 | -238 | -1.6% |
P
S
|
14,870 | $1,947,078 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.64% | 0.53% |
#40
4
Prev: #44
|
2.8 | 2,770 | 20.9% |
P
S
|
16,035 | $1,928,850 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.64% | 0.94% |
#41
21
Prev: #20
|
0.8 | -1,413 | -19.6% |
P
S
|
5,799 | $1,907,233 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.63% | 0.83% |
#42
17
Prev: #25
|
0.8 | -27 | -0.8% |
P
S
|
3,316 | $1,897,183 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.58% | 0.60% |
#43
4
Prev: #39
|
0.7 | -1,163 | -5.8% |
P
S
|
18,746 | $1,741,128 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.57% | 0.57% |
#44
4
Prev: #40
|
0.7 | 405 | 1.5% |
P
S
|
28,324 | $1,717,851 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.57% | 0.61% |
#45
7
Prev: #38
|
0.7 | -741 | -5.1% |
P
S
|
13,809 | $1,716,183 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IGSB
ISHARES TR ISHS...
|
ETF | 0.56% | — |
#46
Prev: #—
|
3.7 | 31,748 | no change |
NEW
|
31,748 | $1,668,675 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 0.55% | 0.73% |
#47
15
Prev: #32
|
0.7 | -397 | -6.4% |
P
S
|
5,787 | $1,664,110 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.55% | 0.57% |
#48
6
Prev: #42
|
0.7 | -94 | -5.4% |
P
S
|
1,650 | $1,644,110 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.54% | 0.53% |
#49
4
Prev: #45
|
0.7 | 390 | 3.4% |
P
S
|
11,719 | $1,633,277 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.54% | 0.45% |
#50
Prev: #50
|
2.2 | 2,865 | 9.8% |
P
S
|
32,171 | $1,614,984 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 638 holdings