United Capital Management Of Ks, Inc. Portfolio Holdings

United Capital Management Of Ks, Inc.

  • $476 Million
  • Q4 2024

United Capital Management Of Ks, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $476 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $37.7M, Palantir Technologies Inc. with a value of $36M, Tesla, Inc. with a value of $25.6M, Nvidia Corp with a value of $21.6M, and Apple Inc. with a value of $19.8M.

Examining the 13F form we can see an increase of $72.5M in the current position value, from $404M to 476M.

Below you can find more details about United Capital Management Of Ks, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $476 Million
Technology: $156 Million
ETFs: $89.6 Million
Consumer Cyclical: $65.3 Million
Industrials: $43.3 Million
Energy: $37.3 Million
Consumer Defensive: $25.3 Million
Financial Services: $15.7 Million
Healthcare: $14.4 Million
Other: $29.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.7 Million 7.92% of portfolio
1,568,952
Q4 2024 Added 111.06%
$199B
$36 Million 7.56% of portfolio
476,467
Q4 2024 Added 9.0%
$1.07T
$25.6 Million 5.37% of portfolio
63,362
Q4 2024 Added 0.48%
$335B
$21.6 Million 4.53% of portfolio
160,677
Q4 2024 Reduced 3.89%
$3.95T
$19.8 Million 4.15% of portfolio
79,000
Q4 2024 Added 0.85%
$2.21T
$17.5 Million 3.67% of portfolio
79,815
Q4 2024 Added 5.98%
$0
$15.6 Million 3.27% of portfolio
173,115
Q4 2024 Added 1.52%
$3.04T
$15.2 Million 3.19% of portfolio
36,033
Q4 2024 Added 1.94%
$57.2B
$14.9 Million 3.14% of portfolio
82,132
Q4 2024 Added 103.98%
$0
$12.7 Million 2.67% of portfolio
263,562
Q4 2024 New
$0
$12.2 Million 2.57% of portfolio
96,507
Q4 2024 Added 3,232.42%
$180B
$11.3 Million 2.37% of portfolio
31,068
Q4 2024 Added 2.16%
$830B
$9.51 Million 2.0% of portfolio
12,317
Q4 2024 Added 0.69%
$51.9B
$9.28 Million 1.95% of portfolio
75,721
Q4 2024 Added 3.67%
$17.8B
$8.65 Million 1.81% of portfolio
32,114
Q4 2024 Added 4.48%
$30.5B
$8.56 Million 1.8% of portfolio
74,317
Q4 2024 Added 2.9%
$78B
$8.37 Million 1.76% of portfolio
68,306
Q4 2024 Added 4.18%
$257B
$8.13 Million 1.71% of portfolio
89,985
Q4 2024 Reduced 0.35%
$148B
$7.74 Million 1.62% of portfolio
31,349
Q4 2024 Added 3.46%
$1.1T
$7.71 Million 1.62% of portfolio
40,720
Q4 2024 New
$81.2B
$7.67 Million 1.61% of portfolio
30,234
Q4 2024 Added 3.1%
$570B
$7.58 Million 1.59% of portfolio
23,990
Q4 2024 Added 2.29%
$88.6B
$6.83 Million 1.43% of portfolio
29,447
Q4 2024 Reduced 6.66%
$4.58B
$6.52 Million 1.37% of portfolio
82,156
Q4 2024 Added 1.97%
$45.6B
$6.39 Million 1.34% of portfolio
9,065
Q4 2024 Reduced 5.85%
$458B
$6.34 Million 1.33% of portfolio
6,918
Q4 2024 Reduced 3.01%
$12.3B
$6.32 Million 1.33% of portfolio
139,189
Q4 2024 Added 2.11%
$141B
$6.13 Million 1.29% of portfolio
50,762
Q4 2024 Added 2.96%
$76.7B
$5.79 Million 1.21% of portfolio
41,490
Q4 2024 Added 2.66%
$28.4B
$5.61 Million 1.18% of portfolio
31,081
Q4 2024 Added 4.45%
$66.7B
$5.28 Million 1.11% of portfolio
20,026
Q4 2024 Added 2.95%
$60.6B
$5.3 Million 1.11% of portfolio
122,239
Q4 2024 Added 9.97%
$55.2B
$5.16 Million 1.08% of portfolio
24,017
Q4 2024 Added 14.84%
$307B
$5.14 Million 1.08% of portfolio
35,501
Q4 2024 Added 2.3%
$17.9B
$4.73 Million 0.99% of portfolio
13,937
Q4 2024 Added 0.22%
$357B
$4.42 Million 0.93% of portfolio
24,864
Q4 2024 Added 1.28%
$13B
$4.29 Million 0.9% of portfolio
34,031
Q4 2024 Reduced 1.59%
$47.3B
$4.09 Million 0.86% of portfolio
31,234
Q4 2024 Reduced -0.0%
$0
$3.78 Million 0.79% of portfolio
7,398
Q4 2024 Reduced 8.38%
$88.5B
$3.71 Million 0.78% of portfolio
33,625
Q4 2024 Reduced 1.83%
$86.8B
$3.64 Million 0.76% of portfolio
38,480
Q4 2024 Reduced 5.64%
$23.8B
$3.57 Million 0.75% of portfolio
131,266
Q4 2024 Reduced 0.25%
$234B
$3.5 Million 0.73% of portfolio
15,902
Q4 2024 Reduced 1.95%
$4.59B
$3.5 Million 0.73% of portfolio
29,428
Q4 2024 Added 1.56%
$24.9B
$3.29 Million 0.69% of portfolio
36,466
Q4 2024 Reduced 5.36%
$32.8B
$3.31 Million 0.69% of portfolio
35,205
Q4 2024 Added 2.21%
$30.7B
$3.12 Million 0.65% of portfolio
22,871
Q4 2024 Reduced 10.07%
$33.4B
$2.94 Million 0.62% of portfolio
11,849
Q4 2024 Added 7.76%
$0
$2.83 Million 0.59% of portfolio
4,802
Q4 2024 Reduced 7.56%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $476 Million
  • Prior Value $404 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track United Capital Management Of Ks, Inc. Portfolio

Follow United Capital Management Of Ks, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Management Of Ks, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Capital Management Of Ks, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email