Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEW COM | $27,762 | ||
BRK.B | 77,838 | +3,767 | $27,762 |
ISHARES TR CORE S&P500 ETF (IVV) | 28,681 | -401 | $13,699 |
IVV | 28,681 | -401 | $13,699 |
ISHARES MSCI EAFE MKT (EFA) | 136,323 | -3,030 | $10,272 |
EFA | 136,323 | -3,030 | $10,272 |
MICROSOFT CORP COM | 19,126 | -1,188 | $7,192 |
MSFT | 19,126 | -1,188 | $7,192 |
VANGUARD EXTENDED MARKET INDEX (VXF) | 28,055 | -70 | $4,613 |
VXF | 28,055 | -70 | $4,613 |
APPLE INC COM | 22,443 | +10,500 | $4,321 |
AAPL | 22,443 | +10,500 | $4,321 |
ISHARES CORE S&P MID CAP MKT (IJH) | 14,433 | -1,364 | $4,000 |
IJH | 14,433 | -1,364 | $4,000 |
ISHARES IBOXX INVST GRADE CRP (LQD) | 31,919 | -4,424 | $3,532 |
LQD | 31,919 | -4,424 | $3,532 |
EATON CORP PLC | 12,503 | -407 | $3,011 |
ETN | 12,503 | -407 | $3,011 |
MERCK & CO INC | 25,030 | -623 | $2,729 |
MRK | 25,030 | -623 | $2,729 |
ISHARES SHORT TERM (IGSB) | 51,728 | -13,095 | $2,652 |
IGSB | 51,728 | -13,095 | $2,652 |
CISCO SYSTEMS INC | 50,678 | +11,195 | $2,560 |
CSCO | 50,678 | +11,195 | $2,560 |
COCA COLA CO COM | 42,326 | +11,388 | $2,494 |
KO | 42,326 | +11,388 | $2,494 |
UNITED PARCEL SERVICE INC CL B | 15,676 | -332 | $2,465 |
UPS | 15,676 | -332 | $2,465 |
HOME DEPOT INC | 7,069 | -423 | $2,450 |
HD | 7,069 | -423 | $2,450 |
AMAZON.COM INC | 15,943 | +6,260 | $2,422 |
AMZN | 15,943 | +6,260 | $2,422 |
CATERPILLAR INC COM | 8,184 | +459 | $2,420 |
CAT | 8,184 | +459 | $2,420 |
MCDONALDS CORP | 8,041 | -254 | $2,384 |
MCD | 8,041 | -254 | $2,384 |
ISHARES CORE S&P SMALL CAP MKT (IJR) | 21,168 | -2,003 | $2,291 |
IJR | 21,168 | -2,003 | $2,291 |
JPMORGAN CHASE & CO | 13,161 | -337 | $2,239 |
JPM | 13,161 | -337 | $2,239 |
VANGUARD INTL EQUITY INDEX FDS FTSE ETF (VWO) | 53,750 | -9,158 | $2,209 |
VWO | 53,750 | -9,158 | $2,209 |
ISHARES TR NATIONAL MUN ETF (MUB) | 19,959 | -5,747 | $2,164 |
MUB | 19,959 | -5,747 | $2,164 |
PFIZER INC COM | 75,133 | -3,109 | $2,163 |
PFE | 75,133 | -3,109 | $2,163 |
SOUTHERN CO COM | 30,018 | -1,389 | $2,105 |
SO | 30,018 | -1,389 | $2,105 |
VERIZON COMMUNICATIONS INC COM | 54,229 | -777 | $2,044 |
VZ | 54,229 | -777 | $2,044 |
WASTE MGMT INC DEL COM | 11,157 | -464 | $1,998 |
WM | 11,157 | -464 | $1,998 |
PAYCHEX INC | 16,491 | -573 | $1,964 |
PAYX | 16,491 | -573 | $1,964 |
ENBRIDGE INC COM | 54,111 | -1,130 | $1,949 |
ENB | 54,111 | -1,130 | $1,949 |
META PLATFORMS INC CL A COM | 5,344 | -28 | $1,892 |
META | 5,344 | -28 | $1,892 |
CONSOLIDATED EDISON INC | 19,704 | +846 | $1,792 |
ED | 19,704 | +846 | $1,792 |
VANGUARD REAL ESTATE ETF (VNQ) | 20,094 | -2,843 | $1,776 |
VNQ | 20,094 | -2,843 | $1,776 |
ISHARES NORTH AMERICAN (IGV) | 4,333 | -3 | $1,758 |
IGV | 4,333 | -3 | $1,758 |
U S BANCORP NEW | 40,371 | +289 | $1,747 |
USB | 40,371 | +289 | $1,747 |
PACKAGING CORP OF AMERICA | 10,575 | -430 | $1,723 |
PKG | 10,575 | -430 | $1,723 |
ALPHABET INC CL A | 12,285 | +715 | $1,716 |
GOOGL | 12,285 | +715 | $1,716 |
PRUDENTIAL FINANCIAL INC | 16,119 | -616 | $1,672 |
PRU | 16,119 | -616 | $1,672 |
VANGUARD TOTAL STOCK MARKET ETF (VTI) | 6,968 | -70 | $1,653 |
VTI | 6,968 | -70 | $1,653 |
COSTCO WHOLESALE CORP | 2,469 | +2,469 | $1,630 |
COST | 2,469 | +2,469 | $1,630 |
ALPHABET INC CAP STK CL C | 11,011 | +10,201 | $1,552 |
GOOG | 11,011 | +10,201 | $1,552 |
EXXON MOBIL CORP | 15,485 | -869 | $1,548 |
XOM | 15,485 | -869 | $1,548 |
TECHNOLOGY SELECT SECTOR SPDRR (XLK) | 7,993 | -375 | $1,538 |
XLK | 7,993 | -375 | $1,538 |
LYONDELLBASELL INDUSTRIES CL A | 15,971 | -582 | $1,519 |
LYB | 15,971 | -582 | $1,519 |
ALLIANT ENERGY CORPORATION | 27,775 | -1,005 | $1,425 |
LNT | 27,775 | -1,005 | $1,425 |
3M CO COM | 12,483 | -225 | $1,365 |
MMM | 12,483 | -225 | $1,365 |
MASTERCARD INC CL A | 3,182 | -97 | $1,357 |
MA | 3,182 | -97 | $1,357 |
UNITEDHEALTH GROUP INC COM | 2,568 | -162 | $1,352 |
UNH | 2,568 | -162 | $1,352 |
ISHARES PFD & INC SECURITIES ETF (PFF) | 43,039 | -7,125 | $1,342 |
PFF | 43,039 | -7,125 | $1,342 |
ISHARES CORE US AGGBD BD ETF (AGG) | 13,010 | -297 | $1,291 |
AGG | 13,010 | -297 | $1,291 |
CHEVRON CORP NEW COM | 8,577 | +6,058 | $1,279 |
CVX | 8,577 | +6,058 | $1,279 |
JOHNSON & JOHNSON | 8,150 | -48 | $1,277 |
JNJ | 8,150 | -48 | $1,277 |
See Full List: All Stocks Held By United Community Bank
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By United Community Bank
Size ($ in 1000's)
At 12/31/2023: $236,087 At 09/30/2023: $204,108 United Community Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from United Community Bank 13F filings. Link to 13F filings: SEC filings |