United Community Bank

13F filer, CIK 2000314, GREENVILLE, SC

United Community Bank reported $256,915,638 across 405 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 34.21% of the portfolio.

Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001104659-25-010378

Period: 2024-12-31
Reported value: $257M
Holdings: 405
Top 10 weight: 34.21%
New: 62
Sold out: 18

Part of the filer group United Community Bank

UNITED COMMUNITY BANKS INC

How groups are built

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DRIadded	+12,260	$2.29M
AEPadded	+20,055	$1.85M
TGTadded	+13,305	$1.8M
HPQadded	+50,000	$1.63M
TROWnew	+14,220	$1.61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SOreduced	-22,326	-$1.84M
PRUreduced	-15,258	-$1.81M
LNTexited	-27,764	-$1.68M
EDreduced	-17,709	-$1.58M
LYBreduced	-15,412	-$1.14M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001104659-25-010378, largest first. % of portfolio is the value over $256,915,638, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	70,506	$32M	12.44%	-1,461		Timeline
IVVISHARES TR	27,744	$16.3M	6.36%	-435		Timeline
EFAISHARES TR	120,756	$9.13M	3.55%	-111		Timeline
MSFTMICROSOFT CORP	15,654	$6.6M	2.57%	-123		Timeline
AAPLAPPLE INC	19,836	$4.97M	1.93%	+602		Timeline
VXFVANGUARD INDEX FDS	22,863	$4.34M	1.69%	-145		Timeline
IJHISHARES TR	68,507	$4.27M	1.66%	-140		Timeline
FLRNSPDR SERIES TRUST	113,869	$3.5M	1.36%	-160		Timeline
VCITVANGUARD SCOTTSDALE FDS	43,076	$3.46M	1.35%	+1,290		Timeline
CVXCHEVRON CORPORATION	23,071	$3.34M	1.3%	+505		Timeline
DRIDARDEN RESTAURANTS INC	17,803	$3.32M	1.29%	+12,260		Timeline
CSCOCISCO SYS INC	54,409	$3.22M	1.25%	+1,365		Timeline
KOCOCA COLA CO	47,270	$2.94M	1.15%	+1,570		Timeline
AMZNAMAZON COM INC	13,293	$2.92M	1.14%	+125		Timeline
JNJJOHNSON & JOHNSON	19,492	$2.82M	1.1%	+469		Timeline
CATCATERPILLAR INC	7,671	$2.78M	1.08%	+40		Timeline
METAMETA PLATFORMS INC	4,718	$2.76M	1.08%	-70		Timeline
IAUISHARES GOLD TR	53,568	$2.65M	1.03%	-10		Timeline
GISGENERAL MILLS INC	37,800	$2.41M	0.94%	+1,115		Timeline
ENBENBRIDGE INC	56,597	$2.4M	0.93%	+2,245		Timeline
IGSBISHARES TR	46,003	$2.38M	0.93%	+4,234		Timeline
MRKMERCK & CO INC	23,666	$2.35M	0.92%	+960		Timeline
PAYXPAYCHEX INC	16,132	$2.26M	0.88%	+495		Timeline
MCDMCDONALDS CORP	7,801	$2.26M	0.88%	+325		Timeline
TGTTARGET CORP	16,576	$2.24M	0.87%	+13,305		Timeline
PKGPACKAGING CORP AMER	9,930	$2.24M	0.87%	+40		Timeline
JPMJPMORGAN CHASE & CO	9,152	$2.19M	0.85%	-354		Timeline
IJRISHARES TR	18,937	$2.18M	0.85%	-135		Timeline
VWOVANGUARD INTL EQUITY INDEX F	49,184	$2.17M	0.84%	+2,137		Timeline
HDHOME DEPOT INC	5,496	$2.14M	0.83%	-107		Timeline
PGRPROGRESSIVE CORP	8,586	$2.06M	0.8%	+6,372		Timeline
VTIVANGUARD INDEX FDS	6,652	$1.93M	0.75%	+35		Timeline
USBUS BANCORP	40,270	$1.93M	0.75%	+1,555		Timeline
AEPAMERICAN ELEC PWR CO INC	20,555	$1.9M	0.74%	+20,055		Timeline
NVDANVIDIA CORPORATION	14,028	$1.88M	0.73%	-728		Timeline
HPQHP INC	57,411	$1.87M	0.73%	+50,000		Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,021	$1.85M	0.72%	-55		Timeline
AGGISHARES TR	18,832	$1.82M	0.71%	-200		Timeline
GOOGLALPHABET INC	9,282	$1.76M	0.68%	-60		Timeline
MUBISHARES TR	15,826	$1.69M	0.66%	-1,640		Timeline
TROWPRICE T ROWE GROUP INC	14,220	$1.61M	0.63%	new		Timeline
MAMASTERCARD INCORPORATED	2,943	$1.55M	0.6%	-45		Timeline
XLKSELECT SECTOR SPDR TR	6,559	$1.53M	0.59%	0		Timeline
VNQVANGUARD INDEX FDS	16,973	$1.51M	0.59%	+43		Timeline
XOMEXXON MOBIL CORP	13,775	$1.48M	0.58%	+73		Timeline
ADPAUTOMATIC DATA PROCESSING IN	5,036	$1.47M	0.57%	+25		Timeline
MOATVANECK ETF TRUST	15,650	$1.45M	0.56%	-2,945		Timeline
GOOGALPHABET INC	7,497	$1.43M	0.56%	+75		Timeline
IGVISHARES TR	14,247	$1.43M	0.56%	0		Timeline
VVISA INC	4,141	$1.31M	0.51%	+2		Timeline
AVGOBROADCOM INC	5,425	$1.26M	0.49%	+210		Timeline
TAT&T INC	55,094	$1.25M	0.49%	-1,154		Timeline
PMPHILIP MORRIS INTL INC	10,238	$1.23M	0.48%	-385		Timeline
TOTLSSGA ACTIVE ETF TR	30,399	$1.2M	0.47%	+4,255		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,972	$1.16M	0.45%	-90		Timeline
PSAPUBLIC STORAGE	3,810	$1.14M	0.44%	+430		Timeline
KHCKRAFT HEINZ CO	36,763	$1.13M	0.44%	+5,130		Timeline
PFFISHARES TR	35,853	$1.13M	0.44%	0		Timeline
FISVFISERV INC	5,429	$1.12M	0.43%	-15		Timeline
IBMINTERNATIONAL BUSINESS MACHS	5,035	$1.11M	0.43%	-39		Timeline
BKNGBOOKING HOLDINGS INC	220	$1.09M	0.43%	-60		Timeline
WMTWALMART INC	12,058	$1.09M	0.42%	-123		Timeline
ABBVABBVIE INC	5,942	$1.06M	0.41%	+107		Timeline
ADBEADOBE INC	2,373	$1.06M	0.41%	+195		Timeline
VGSHVANGUARD SCOTTSDALE FDS	18,059	$1.05M	0.41%	-97		Timeline
UNHUNITEDHEALTH GROUP INC	2,075	$1.05M	0.41%	-335		Timeline
CSXCSX CORP	32,092	$1.04M	0.4%	-15		Timeline
CRMSALESFORCE INC	3,040	$1.02M	0.4%	+165		Timeline
DISDISNEY WALT CO	9,107	$1.01M	0.39%	+950		Timeline
NEENEXTERA ENERGY INC	13,591	$974K	0.38%	+910		Timeline
BLKBLACKROCK INC	948	$972K	0.38%	new		Timeline
ORCLORACLE CORP	5,830	$972K	0.38%	0		Timeline
DOWDOW HLDGS INC	23,950	$961K	0.37%	+4,060		Timeline
AXPAMERICAN EXPRESS CO	3,204	$951K	0.37%	0		Timeline
LLYELI LILLY & CO	1,197	$924K	0.36%	+120		Timeline
BMYBRISTOL-MYERS SQUIBB CO	15,480	$876K	0.34%	-190		Timeline
UPSUNITED PARCEL SVCS INC	6,929	$874K	0.34%	+30		Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	4,256	$841K	0.33%	-1,065		Timeline
VUGVANGUARD INDEX FDS	2,017	$828K	0.32%	+617		Timeline
PGPROCTER & GAMBLE CO	4,660	$781K	0.3%	-37		Timeline
CMCSACOMCAST CORP NEW	20,788	$780K	0.3%	-295		Timeline
VZVERIZON COMMUNICATIONS INC	19,491	$779K	0.3%	-601		Timeline
PFEPFIZER INC	29,135	$773K	0.3%	-310		Timeline
GLDSPDR GOLD TR	3,136	$759K	0.3%	-1		Timeline
AMATAPPLIED MATLS INC	4,546	$739K	0.29%	+2,650		Timeline
DUKDUKE ENERGY CORP NEW	6,806	$733K	0.29%	-70		Timeline
ACNACCENTURE PLC IRELAND	2,069	$728K	0.28%	+30		Timeline
SBUXSTARBUCKS CORP	7,820	$714K	0.28%	-695		Timeline
SCHWCHARLES SCHWAB CORP (THE)	9,580	$709K	0.28%	-270		Timeline
DVYISHARES TR	5,300	$696K	0.27%	0		Timeline
IQVIQVIA HLDGS INC	3,502	$688K	0.27%	-110		Timeline
TRVTRAVELERS COMPANIES INC	2,796	$674K	0.26%	-88		Timeline
ELVELEVANCE HEALTH INC FORMERLY	1,760	$649K	0.25%	+154		Timeline
EMREMERSON ELEC CO	5,107	$633K	0.25%	-80		Timeline
QCOMQUALCOMM INC	4,102	$630K	0.25%	+524		Timeline
PHMPULTE GROUP INC	5,749	$626K	0.24%	+160		Timeline
IJKISHARES TR	6,861	$624K	0.24%	0		Timeline
KMXCARMAX INC	7,234	$591K	0.23%	+65		Timeline
DEODIAGEO PLC	4,610	$586K	0.23%	+615		Timeline
IWMISHARES TR	2,636	$582K	0.23%	+10		Timeline
SPGIS&P GLOBAL INC	1,156	$576K	0.22%	0		Timeline
GILDGILEAD SCIENCES INC	6,133	$567K	0.22%	+35		Timeline
DHRDANAHER CORP DEL	2,403	$552K	0.21%	0		Timeline
KMBKIMBERLY-CLARK CORP	4,209	$552K	0.21%	+14		Timeline
BACBANK OF AMER CORP	12,081	$531K	0.21%	+85		Timeline
APPAPPLOVIN CORP	1,635	$529K	0.21%	-35		Timeline
CHKPCHECK POINT SOFTWARE TECH LT	2,820	$526K	0.2%	-60		Timeline
MDTMEDTRONIC PLC	6,497	$519K	0.2%	-736		Timeline
VGITVANGUARD SCOTTSDALE FDS	8,373	$486K	0.19%	-302		Timeline
SPSBSPDR SERIES TRUST	15,671	$468K	0.18%	-2,695		Timeline
METMETLIFE INC	5,571	$456K	0.18%	+158		Timeline
CBRECBRE GROUP INC	3,469	$455K	0.18%	+1,155		Timeline
MDLZMONDELEZ INTL INC	7,410	$443K	0.17%	-25		Timeline
ADSKAUTODESK INC	1,420	$420K	0.16%	-45		Timeline
BILSPDR SERIES TRUST	4,544	$415K	0.16%	+325		Timeline
SOSOUTHERN CO	4,998	$411K	0.16%	-22,326		Timeline
VYMVANGUARD WHITEHALL FDS	3,161	$403K	0.16%	0		Timeline
SHWSHERWIN WILLIAMS CO	1,182	$402K	0.16%	-5		Timeline
OHIOMEGA HEALTHCARE INVS INC	9,980	$378K	0.15%	+1,395		Timeline
CORCENCORA INC	1,679	$377K	0.15%	-105		Timeline
VGTVANGUARD WORLD FD	605	$376K	0.15%	0		Timeline
SHYISHARES TR	4,555	$373K	0.15%	-1,680		Timeline
VXUSVANGUARD STAR FDS	6,303	$371K	0.14%	0		Timeline
TTDTHE TRADE DESK INC	3,155	$371K	0.14%	-30		Timeline
HONHONEYWELL INTL INC	1,638	$370K	0.14%	+125		Timeline
JMBSJANUS DETROIT STR TR	7,863	$347K	0.14%	-1,398		Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,190	$345K	0.13%	-70		Timeline
RTXRTX CORPORATION	2,972	$344K	0.13%	-25		Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	601	$342K	0.13%	0		Timeline
IVWISHARES TR	3,306	$336K	0.13%	+135		Timeline
MMM3M CO	2,550	$329K	0.13%	0		Timeline
IJJISHARES TR	2,628	$328K	0.13%	0		Timeline
PEPPEPSICO INC	2,148	$327K	0.13%	-115		Timeline
SYKSTRYKER CORPORATION	904	$325K	0.13%	+30		Timeline
IWRISHARES TR	3,596	$318K	0.12%	-85		Timeline
DALDELTA AIR LINES INC	5,185	$314K	0.12%	0		Timeline
OKEONEOK INC NEW	3,095	$311K	0.12%	-290		Timeline
MARMARRIOTT INTL INC NEW	1,089	$304K	0.12%	0		Timeline
PNCPNC FINL SVCS GROUP INC	1,566	$302K	0.12%	-145		Timeline
IVEISHARES TR	1,580	$302K	0.12%	+195		Timeline
DLRDIGITAL RLTY TR INC	1,666	$295K	0.11%	+136		Timeline
GBILGOLDMAN SACHS ETF TR	2,955	$295K	0.11%	+35		Timeline
COPCONOCOPHILLIPS	2,942	$292K	0.11%	0		Timeline
GDGENERAL DYNAMICS CORP	1,087	$286K	0.11%	-9		Timeline
ETNEATON CORP PLC	848	$281K	0.11%	-5		Timeline
CLCOLGATE PALMOLIVE CO	3,040	$276K	0.11%	0		Timeline
NFLXNETFLIX INC.	310	$276K	0.11%	0		Timeline
BPBP PLC	9,232	$273K	0.11%	+950		Timeline
SYFSYNCHRONY FINANCIAL	4,127	$268K	0.1%	0		Timeline
TFCTRUIST FINL CORP	6,103	$265K	0.1%	-225		Timeline
WFCWELLS FARGO & CO	3,718	$261K	0.1%	+183		Timeline
QUALISHARES TR	1,410	$251K	0.1%	new		Timeline
EOGEOG RES INC	2,018	$247K	0.1%	+30		Timeline
CCITIGROUP INC	3,420	$241K	0.09%	-130		Timeline
BENFRANKLIN TEMPLETON INC	11,375	$231K	0.09%	+475		Timeline
MSMORGAN STANLEY	1,829	$230K	0.09%	-494		Timeline
ROPROPER TECHNOLOGIES INC	438	$228K	0.09%	0		Timeline
ISHARES TRISHARES TR	8,953	$224K	0.09%	-1,743
INTUINTUIT	355	$223K	0.09%	+20		Timeline
IJTISHARES TR	1,636	$221K	0.09%	0		Timeline
SHELSHELL PLC	3,510	$220K	0.09%	-10		Timeline
NOWSERVICENOW INC	207	$219K	0.09%	+7		Timeline
SGOVISHARES TR	2,178	$218K	0.09%	-597		Timeline
LMTLOCKHEED MARTIN CORP	443	$215K	0.08%	+7		Timeline
BBHVANECK ETF TRUST	1,369	$215K	0.08%	0		Timeline
CVSCVS HEALTH CORP	4,749	$213K	0.08%	-10		Timeline
VEEVVEEVA SYS INC	1,010	$212K	0.08%	-45		Timeline
PCARPACCAR INC	2,038	$212K	0.08%	0		Timeline
UNILEVER PLCUNILEVER PLC	3,730	$211K	0.08%	+215
CITHE CIGNA GROUP	761	$210K	0.08%	+300		Timeline
DKSDICKS SPORTING GOODS INC	915	$209K	0.08%	-5		Timeline
PSXPHILLIPS 66	1,836	$209K	0.08%	-24		Timeline
NRGNRG ENERGY INC	2,298	$207K	0.08%	0		Timeline
VLOVALERO ENERGY CORP	1,673	$205K	0.08%	-25		Timeline
VONGVANGUARD SCOTTSDALE FDS	1,973	$204K	0.08%	new		Timeline
IPINTERNATIONAL PAPER CO	3,713	$200K	0.08%	-155		Timeline
AEMAGNICO EAGLE MINES LTD	2,532	$198K	0.08%	-105		Timeline
CHDNCHURCHILL DOWNS INC	1,480	$198K	0.08%	-10		Timeline
VCSHVANGUARD SCOTTSDALE FDS	2,519	$197K	0.08%	+133		Timeline
PRIPRIMERICA INC	715	$194K	0.08%	-5		Timeline
ECLECOLAB INC	815	$191K	0.07%	-25		Timeline
CBCHUBB LIMITED	678	$187K	0.07%	0		Timeline
KLACKLA CORP	297	$187K	0.07%	0		Timeline
LPLALPL FINL HLDGS INC	570	$186K	0.07%	-10		Timeline
MCKMCKESSON CORP	326	$186K	0.07%	+10		Timeline
LLOEWS CORP	2,175	$184K	0.07%	-115		Timeline
AMPAMERIPRISE FINL INC	341	$182K	0.07%	-5		Timeline
STLDSTEEL DYNAMICS INC	1,550	$177K	0.07%	0		Timeline
CWBSPDR SERIES TRUST	2,188	$170K	0.07%	0		Timeline
ONON SEMICONDUCTOR CORP	2,682	$169K	0.07%	-10		Timeline
ODFLOLD DOMINION FREIGHT LINE IN	950	$168K	0.07%	0		Timeline
BIVVANGUARD BD INDEX FDS	2,214	$165K	0.06%	-1,035		Timeline
LOWLOWES COS INC	669	$165K	0.06%	0		Timeline
GWWWW GRAINGER INC	155	$163K	0.06%	+10		Timeline
EBAYEBAY INC.	2,576	$160K	0.06%	-5		Timeline
TDTORONTO DOMINION BK ONT	2,944	$157K	0.06%	-100		Timeline
MASIMASIMO CORP	946	$156K	0.06%	-10		Timeline
SCHGSCHWAB STRATEGIC TR	5,600	$156K	0.06%	new		Timeline
XLISELECT SECTOR SPDR TR	1,154	$152K	0.06%	0		Timeline
VDCVANGUARD WORLD FD	710	$150K	0.06%	0		Timeline
PGXINVESCO EXCH TRADED FD TR II	12,938	$149K	0.06%	-640		Timeline
DECKDECKERS OUTDOOR CORP	734	$149K	0.06%	-10		Timeline
QQQINVESCO QQQ TR	290	$148K	0.06%	-50		Timeline
UNPUNION PAC CORP	638	$145K	0.06%	0		Timeline
IWFISHARES TR	360	$145K	0.06%	+139		Timeline
XLYSELECT SECTOR SPDR TR	641	$144K	0.06%	0		Timeline
DHID R HORTON INC	1,027	$144K	0.06%	0		Timeline
LNTHLANTHEUS HLDGS INC	1,600	$143K	0.06%	-5		Timeline
CMICUMMINS INC	409	$143K	0.06%	0		Timeline
PWRQUANTA SVCS INC	446	$141K	0.05%	0		Timeline
NVSNOVARTIS AG	1,441	$140K	0.05%	0		Timeline
FTECFIDELITY COVINGTON TRUST	745	$138K	0.05%	new		Timeline
KKRKKR & CO INC	930	$138K	0.05%	new		Timeline
OEFISHARES TR	475	$137K	0.05%	0		Timeline
HUBBHUBBELL INC	325	$136K	0.05%	-5		Timeline
WABWABTEC	711	$135K	0.05%	0		Timeline
CACICACI INTL INC	332	$134K	0.05%	0		Timeline
CASYCASEYS GEN STORES INC	325	$129K	0.05%	-5		Timeline
XLVSELECT SECTOR SPDR TR	931	$128K	0.05%	0		Timeline
APTVAPTIV PLC	2,111	$128K	0.05%	new		Timeline
LKQLKQ CORP	3,455	$127K	0.05%	0		Timeline
AMDADVANCED MICRO DEVICES INC	1,027	$124K	0.05%	+14		Timeline
GPKGRAPHIC PACKAGING HLDG CO	4,520	$123K	0.05%	-30		Timeline
URIUNITED RENTALS INC	173	$122K	0.05%	0		Timeline
INVESCOINVESCO	5,800	$120K	0.05%	new
COWZPACER FDS TR	2,110	$119K	0.05%	new		Timeline
ZTSZOETIS INC	726	$118K	0.05%	-5		Timeline
XLFSELECT SECTOR SPDR TR	2,439	$118K	0.05%	-200		Timeline
STZCONSTELLATION BRANDS INC	529	$117K	0.05%	0		Timeline
BWXSPDR SERIES TRUST	5,354	$115K	0.04%	-823		Timeline
INCYINCYTE CORP	1,649	$114K	0.04%	0		Timeline
USALIBERTY ALL STAR EQUITY FD	16,357	$114K	0.04%	0		Timeline
TNLTRAVEL PLUS LEISURE CO	2,251	$114K	0.04%	-65		Timeline
IWOISHARES TR	387	$111K	0.04%	0		Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	5,500	$111K	0.04%	new		Timeline
DDDUPONT DE NEMOURS INC	1,439	$110K	0.04%	-20		Timeline
TSNTYSON FOODS INC	1,907	$110K	0.04%	0		Timeline
FBINFORTUNE BRANDS INNOVATIONS I	1,600	$109K	0.04%	0		Timeline
SCHBSCHWAB STRATEGIC TR	4,800	$109K	0.04%	new		Timeline
VOTVANGUARD INDEX FDS	423	$107K	0.04%	new		Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	5,500	$107K	0.04%	new		Timeline
SPGSIMON PPTY GROUP INC NEW	622	$107K	0.04%	0		Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	5,500	$107K	0.04%	new		Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	1,258	$106K	0.04%	-20		Timeline
CALFPACER FDS TR	2,405	$106K	0.04%	new		Timeline
NXPINXP SEMICONDUCTORS N V	506	$105K	0.04%	+125		Timeline
TXRHTEXAS ROADHOUSE INC	580	$105K	0.04%	0		Timeline
TXNTEXAS INSTRS INC	544	$102K	0.04%	0		Timeline
BRBROADRIDGE FINL SOLUTIONS IN	449	$102K	0.04%	-5		Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	5,500	$101K	0.04%	new		Timeline
LFUSLITTELFUSE INC	422	$99.4K	0.04%	0		Timeline
LULULULULEMON ATHLETICA INC	260	$99.4K	0.04%	0		Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	1,282	$98.6K	0.04%	0		Timeline
ELFE L F BEAUTY INC	785	$98.6K	0.04%	+10		Timeline
SCHDSCHWAB STRATEGIC TR	3,600	$98.4K	0.04%	new		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	189	$98.3K	0.04%	0		Timeline
FNVFRANCO NEV CORP	830	$97.6K	0.04%	+240		Timeline
FTNTFORTINET INC	1,029	$97.2K	0.04%	0		Timeline
FASTFASTENAL CO	1,349	$97K	0.04%	0		Timeline
RIORIO TINTO PLC	1,608	$94.6K	0.04%	-55		Timeline
IWDISHARES TR	492	$91.1K	0.04%	new		Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATI	235	$90.8K	0.04%	0		Timeline
BSCUINVESCO EXCH TRD SLF IDX FD	5,500	$90K	0.04%	new		Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	1,107	$86.5K	0.03%	+1,070		Timeline
LUVSOUTHWEST AIRLS CO	2,530	$85.1K	0.03%	new		Timeline
CTVACORTEVA INC	1,480	$84.3K	0.03%	-355		Timeline
DTEDTE ENERGY CO	677	$81.7K	0.03%	0		Timeline
RDVYFIRST TR EXCHANGE TRADED FD	1,370	$81K	0.03%	new		Timeline
CGWINVESCO EXCH TRADED FD TR II	1,475	$79.9K	0.03%	0		Timeline
IFFINTERNATIONAL FLAVORS&FRAGRA	925	$78.2K	0.03%	+150		Timeline
KDPKEURIG DR PEPPER INC	2,400	$77.1K	0.03%	0		Timeline
MOALTRIA GROUP INC	1,450	$75.8K	0.03%	-117		Timeline
NTRNUTRIEN LTD	1,664	$74.5K	0.03%	0		Timeline
IGMISHARES TR	720	$73.5K	0.03%	0		Timeline
FCPTFOUR CORNERS PPTY TR INC	2,648	$71.9K	0.03%	0		Timeline
SPLVINVESCO EXCH TRADED FD TR II	1,020	$71.4K	0.03%	0		Timeline
IVZINVESCO LTD	4,066	$71.1K	0.03%	-115		Timeline
IWSISHARES TR	541	$70K	0.03%	+179		Timeline
SDVYFIRST TR EXCHANGE TRADED FD	1,927	$69.1K	0.03%	new		Timeline
REGNREGENERON PHARMACEUTICALS	96	$68.4K	0.03%	0		Timeline
FHLCFIDELITY COVINGTON TRUST	1,013	$66.2K	0.03%	new		Timeline
INTCINTEL CORP	3,085	$61.9K	0.02%	0		Timeline
PPLPPL CORP	1,865	$60.5K	0.02%	0		Timeline
HSYHERSHEY CO	330	$55.9K	0.02%	new		Timeline
XLPSELECT SECTOR SPDR TR	703	$55.3K	0.02%	-85		Timeline
EDCONSOLIDATED EDISON INC	600	$53.5K	0.02%	-17,709		Timeline
AOKISHARES TR	1,425	$53.2K	0.02%	0		Timeline
NOBLPROSHARES TR	525	$52.3K	0.02%	0		Timeline
HEDJWISDOMTREE TR	1,180	$51.6K	0.02%	0		Timeline
IDVISHARES TR	1,884	$51.6K	0.02%	0		Timeline
BSJQINVESCO EXCH TRD SLF IDX FD	2,200	$51.2K	0.02%	new		Timeline
BSJRINVESCO EXCH TRD SLF IDX FD	2,200	$49.3K	0.02%	new		Timeline
ALLALLSTATE CORP	252	$48.6K	0.02%	-515		Timeline
VCLTVANGUARD SCOTTSDALE FDS	637	$47.6K	0.02%	+520		Timeline
IWNISHARES TR	273	$44.8K	0.02%	0		Timeline
IBDRISHARES TR	1,825	$43.9K	0.02%	-1,000		Timeline
XLCSELECT SECTOR SPDR TR	449	$43.5K	0.02%	0		Timeline
OREALTY INCOME CORP	800	$42.7K	0.02%	new		Timeline
PRUPRUDENTIAL FINL INC	360	$42.7K	0.02%	-15,258		Timeline
SOLVSOLVENTUM CORP	637	$42.1K	0.02%	0		Timeline
GPCGENUINE PARTS CO	357	$41.7K	0.02%	0		Timeline
CARRCARRIER GLOBAL CORPORATION	600	$41K	0.02%	0		Timeline
CECELANESE CORP DEL	588	$40.7K	0.02%	-250		Timeline
FNCLFIDELITY COVINGTON TRUST	582	$40K	0.02%	0		Timeline
USAIPACER FDS TR	1,000	$39.8K	0.02%	new		Timeline
MCHPMICROCHIP TECHNOLOGY INC.	672	$38.5K	0.02%	-2,689		Timeline
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR	2,550	$38.4K	0.01%	0		Timeline
CMECME GROUP INC	160	$37.2K	0.01%	new		Timeline
ETENERGY TRANSFER L P	1,788	$35K	0.01%	new		Timeline
VPUVANGUARD WORLD FD	190	$31.1K	0.01%	0		Timeline
BAXBAXTER INTL INC	1,000	$29.2K	0.01%	0		Timeline
DGRWWISDOMTREE TR	354	$28.6K	0.01%	new		Timeline
YUMYUM BRANDS INC	213	$28.6K	0.01%	0		Timeline
OTISOTIS WORLDWIDE CORP	300	$27.8K	0.01%	0		Timeline
WDAYWORKDAY INC	100	$25.8K	0.01%	0		Timeline
VTRSVIATRIS INC	1,950	$24.3K	0.01%	0		Timeline
UGIUGI CORP NEW	845	$23.9K	0.01%	0		Timeline
WHRWHIRLPOOL CORP	205	$23.5K	0.01%	+25		Timeline
DESWISDOMTREE TR	662	$22.7K	0.01%	0		Timeline
VGLTVANGUARD SCOTTSDALE FDS	408	$22.6K	0.01%	0		Timeline
STTSTATE STR CORP	230	$22.6K	0.01%	-20		Timeline
SRESEMPRA	255	$22.4K	0.01%	0		Timeline
HBANHUNTINGTON BANCSHARES INC	1,370	$22.3K	0.01%	-90		Timeline
INGRINGREDION INC	160	$22K	0.01%	-10		Timeline
AOMISHARES TR	500	$21.7K	0.01%	0		Timeline
XLUSELECT SECTOR SPDR TR	286	$21.6K	0.01%	0		Timeline
ABTABBOTT LABORATORIES	190	$21.5K	0.01%	0		Timeline
NFJVIRTUS DIVIDEND INTEREST & P	1,650	$20.8K	0.01%	0		Timeline
VIGVANGUARD SPECIALIZED FUNDS	103	$20.2K	0.01%	0		Timeline
NSCNORFOLK SOUTHN CORP	85	$19.9K	0.01%	-5		Timeline
LQDISHARES TR	181	$19.3K	0.01%	-96		Timeline
IWPISHARES TR	149	$18.9K	0.01%	new		Timeline
MPCMARATHON PETE CORP	135	$18.8K	0.01%	+15		Timeline
GEGE AEROSPACE	112	$18.7K	0.01%	0		Timeline
IEFAISHARES TR	256	$18K	0.01%	new		Timeline
KRESPDR SERIES TRUST	294	$17.7K	0.01%	new		Timeline
JPMORGAN CHASE& CO DEP SHS …JPMORGAN CHASE& CO DEP SHS REP	700	$17.6K	0.01%	0
DEMWISDOMTREE TR	425	$17.2K	0.01%	0		Timeline
GDXVANECK ETF TRUST	500	$17K	0.01%	0		Timeline
HASHASBRO INC	300	$16.8K	0.01%	-30		Timeline
VHTVANGUARD WORLD FD	66	$16.7K	0.01%	0		Timeline
OGEOGE ENERGY CORP	400	$16.5K	0.01%	0		Timeline
BSTZBLACKROCK SCIENCE & TECHNOLO	785	$16.3K	0.01%	0		Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	1,550	$16.2K	0.01%	0
DONWISDOMTREE TR	311	$15.9K	0.01%	0		Timeline
IEIISHARES TR	135	$15.6K	0.01%	new		Timeline
LYBLYONDELLBASELL INDUSTRIES NV	210	$15.6K	0.01%	-15,412		Timeline
XLBSELECT SECTOR SPDR TR	180	$15.1K	0.01%	-85		Timeline
BNDVANGUARD BD INDEX FDS	207	$14.9K	0.01%	0		Timeline
MASMASCO CORP	200	$14.5K	0.01%	0		Timeline
VMBSVANGUARD SCOTTSDALE FDS	296	$13.4K	0.01%	new		Timeline
KMIKINDER MORGAN INC DEL	475	$13K	0.01%	-12,790		Timeline
FEDERAL RLTY INVT TR NEWFEDERAL RLTY INVT TR NEW	600	$12.9K	0.01%	0
DARDARLING INGREDIENTS INC	380	$12.8K	<0.01%	0		Timeline
TRUIST FINL CORP DEP SHS RE…TRUIST FINL CORP DEP SHS REPST	600	$11.6K	<0.01%	0
SOJESOUTHERN CO JR SUB NT SER 2020	575	$10.9K	<0.01%	0		Timeline
EEMISHARES TR	259	$10.8K	<0.01%	0		Timeline
SDZNYSANDOZ GROUP AG-ADR	253	$10.4K	<0.01%	0		Timeline
XBISPDR SERIES TRUST	115	$10.4K	<0.01%	0		Timeline
HALHALLIBURTON CO	380	$10.3K	<0.01%	0		Timeline
XLESELECT SECTOR SPDR TR	110	$9.42K	<0.01%	0		Timeline
GEVGE VERNOVA INC	28	$9.21K	<0.01%	0		Timeline
CMGCHIPOTLE MEXICAN GRILL INC	150	$9.04K	<0.01%	0		Timeline
BHKBLACKROCK CORE BD TR	800	$8.37K	<0.01%	0		Timeline
FDXFEDEX CORP	25	$7.03K	<0.01%	0		Timeline
VEAVANGUARD TAX-MANAGED FDS	142	$6.79K	<0.01%	0		Timeline
EWHISHARES INC	401	$6.68K	<0.01%	0		Timeline
SYYSYSCO CORP	85	$6.5K	<0.01%	0		Timeline
ONEQFIDELITY COMWLTH TR	75	$5.71K	<0.01%	new		Timeline
SPIBSPDR SERIES TRUST	173	$5.67K	<0.01%	new		Timeline
PLDPROLOGIS INC.	48	$5.07K	<0.01%	0		Timeline
ADMARCHER DANIELS MIDLAND CO	100	$5.05K	<0.01%	0		Timeline
FNDXSCHWAB STRATEGIC TR	156	$3.69K	<0.01%	new		Timeline
TXTTEXTRON INC	39	$2.98K	<0.01%	0		Timeline
PXFINVESCO EXCH TRADED FD TR II	54	$2.59K	<0.01%	new		Timeline
WBDWARNER BROS DISCOVERY INC	240	$2.54K	<0.01%	0		Timeline
AMGNAMGEN INC	9	$2.35K	<0.01%	new		Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	250	$2.33K	<0.01%	0
SCHXSCHWAB STRATEGIC TR	99	$2.29K	<0.01%	new		Timeline
FNDASCHWAB STRATEGIC TR	76	$2.26K	<0.01%	new		Timeline
HPEHEWLETT PACKARD ENTERPRISE C	100	$2.13K	<0.01%	0		Timeline
PXHINVESCO EXCH TRADED FD TR II	95	$1.95K	<0.01%	new		Timeline
EMLCVANECK ETF TRUST	82	$1.9K	<0.01%	new		Timeline
SCHASCHWAB STRATEGIC TR	58	$1.5K	<0.01%	new		Timeline
SCHPSCHWAB STRATEGIC TR	56	$1.45K	<0.01%	new		Timeline
SCHFSCHWAB STRATEGIC TR	72	$1.33K	<0.01%	new		Timeline
IEMGISHARES INC	25	$1.31K	<0.01%	new		Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	56	$1.25K	<0.01%	0
USRTISHARES TR	13	$745	<0.01%	new		Timeline
SCHRSCHWAB STRATEGIC TR	30	$729	<0.01%	new		Timeline
HYLBDBX ETF TR	20	$722	<0.01%	new		Timeline
VSSVANGUARD INTL EQUITY INDEX F	6	$687	<0.01%	new		Timeline
FNDCSCHWAB STRATEGIC TR	20	$683	<0.01%	new		Timeline
LUMNLUMEN TECHNOLOGIES INC	126	$669	<0.01%	0		Timeline
VNQIVANGUARD INTL EQUITY INDEX F	16	$633	<0.01%	new		Timeline
GMGENERAL MTRS CO	10	$533	<0.01%	0		Timeline
EBNDSPDR SERIES TRUST	5	$98	<0.01%	new		Timeline
FNDESCHWAB STRATEGIC TR	3	$87	<0.01%	new		Timeline
SCHHSCHWAB STRATEGIC TR	3	$63	<0.01%	new		Timeline
NZFNUVEEN MUN CR INCOME FD	5	$61	<0.01%	0		Timeline
FNDFSCHWAB STRATEGIC TR	1	$33	<0.01%	new		Timeline
SCHESCHWAB STRATEGIC TR	1	$27	<0.01%	new		Timeline
HAUZDBX ETF TR	1	$20	<0.01%	new		Timeline
CHINA STL CORP SPON ADRCHINA STL CORP SPON ADR	1	$12	<0.01%	0
WESTBURY METALS GRP COMWESTBURY METALS GRP COM	1,000	$0	0%	0	Value filed as zero, left out of ratios.

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LNTALLIANT ENERGY CORP	27,764	$1.68M	shares
BLACKROCK INCBLACKROCK INC	977	$928K	shares
ISHARESISHARES	7,273	$183K	shares
IBTIISHARES TR	6,765	$152K	shares
APTIV PLCAPTIV PLC	2,111	$152K	shares
HSTHOST HOTELS & RESORTS INC	8,128	$143K	shares
EQCEQUITY COMMONWEALTH	4,450	$88.6K	shares
BTIBRITISH AMERN TOB PLC	2,076	$75.9K	shares
ISHARES TRISHARES TR	3,098	$72.6K	shares
IBTGISHARES TR	2,992	$69K	shares
SHMSPDR SERIES TRUST	1,325	$63.8K	shares
ISHARES TRISHARES TR	2,039	$48.9K	shares
CCICROWN CASTLE INC	375	$44.5K	shares
DISCOVER FINL SVCSDISCOVER FINL SVCS	250	$35.1K	shares
MBBISHARES TR	344	$33K	shares
IBDUISHARES TR	1,075	$25.3K	shares
IBDSISHARES TR	861	$21K	shares
VRSNVERISIGN INC	93	$17.7K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001104659-25-010378	base		2025-02-07	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC