United Capital Management Of Ks, Inc. Portfolio Holdings

United Capital Management Of Ks, Inc.

  • $424 Million
  • Q1 2025

United Capital Management Of Ks, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $424 Million distributed in 92 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 $40M, Palantir Technologies Inc. with a value of $33.1M, Apple Inc. with a value of $17.5M, Tesla, Inc. with a value of $16.8M, and Amazon Com Inc with a value of $15.8M.

Examining the 13F form we can see an decrease of $52M in the current position value, from $476M to 424M.

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

Portfolio value $424 Million
Technology: $121 Million
ETFs: $90.7 Million
Energy: $42.8 Million
Consumer Cyclical: $42.5 Million
Industrials: $27.2 Million
Consumer Defensive: $25.6 Million
Healthcare: $21 Million
Utilities: $19.4 Million
Other: $33.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40 Million 9.43% of portfolio
1,644,432
Q1 2025 Added 4.81%
$254B
$33.1 Million 7.81% of portfolio
392,738
Q1 2025 Reduced 17.57%
$3.39T
$17.5 Million 4.11% of portfolio
78,600
Q1 2025 Reduced 0.51%
$1.11T
$16.8 Million 3.95% of portfolio
64,715
Q1 2025 Added 2.14%
$2.09T
$15.8 Million 3.73% of portfolio
83,297
Q1 2025 Added 4.36%
$57.7B
$14.9 Million 3.52% of portfolio
87,567
Q1 2025 Added 6.62%
$0
$14.6 Million 3.45% of portfolio
293,771
Q1 2025 Added 11.46%
$0
$14.5 Million 3.42% of portfolio
179,237
Q1 2025 Added 3.54%
$0
$11.7 Million 2.76% of portfolio
99,757
Q1 2025 Added 3.37%
$52.3B
$10.6 Million 2.49% of portfolio
79,988
Q1 2025 Added 5.64%
$720B
$10.2 Million 2.4% of portfolio
12,311
Q1 2025 Reduced 0.05%
$147B
$9.99 Million 2.35% of portfolio
140,957
Q1 2025 New
$29.9B
$9.69 Million 2.28% of portfolio
80,534
Q1 2025 New
$67.7B
$9.17 Million 2.16% of portfolio
71,541
Q1 2025 Added 4.74%
$3.39T
$8.73 Million 2.06% of portfolio
23,245
Q1 2025 Reduced 35.49%
$3.71B
$8.43 Million 1.99% of portfolio
29,231
Q1 2025 Added 0.85%
$11.5B
$7.75 Million 1.83% of portfolio
142,191
Q1 2025 Added 2.16%
$77.2B
$7.69 Million 1.81% of portfolio
31,000
Q1 2025 Added 2.53%
$337B
$7.61 Million 1.79% of portfolio
70,223
Q1 2025 Reduced 56.3%
$278B
$6.69 Million 1.58% of portfolio
40,006
Q1 2025 Added 12.69%
$993B
$6.5 Million 1.53% of portfolio
42,031
Q1 2025 Added 3.22%
$454B
$6.5 Million 1.53% of portfolio
6,875
Q1 2025 Reduced 0.62%
$36B
$6.47 Million 1.52% of portfolio
32,589
Q1 2025 Added 4.85%
$4.5B
$6.43 Million 1.51% of portfolio
84,450
Q1 2025 Added 2.79%
$81.8B
$6.43 Million 1.51% of portfolio
44,117
Q1 2025 Added 6.33%
$155B
$6.36 Million 1.5% of portfolio
52,237
Q1 2025 Added 2.91%
$359B
$6.16 Million 1.45% of portfolio
147,537
Q1 2025 Added 305.03%
$58.7B
$5.65 Million 1.33% of portfolio
24,438
Q1 2025 Added 1.75%
$199B
$5.46 Million 1.29% of portfolio
11,021
Q1 2025 Added 1,353.96%
$325B
$5.33 Million 1.26% of portfolio
25,458
Q1 2025 Added 2.39%
$54.9B
$5.17 Million 1.22% of portfolio
125,620
Q1 2025 Added 2.77%
$17.6B
$4.81 Million 1.13% of portfolio
14,287
Q1 2025 Added 2.51%
$92.6B
$4.74 Million 1.12% of portfolio
28,311
Q1 2025 Reduced 3.86%
$187B
$4.44 Million 1.04% of portfolio
13,450
Q1 2025 Reduced 56.71%
$239B
$3.97 Million 0.94% of portfolio
15,979
Q1 2025 Added 0.48%
$33.6B
$3.99 Million 0.94% of portfolio
36,636
Q1 2025 Added 4.06%
$37.8B
$3.89 Million 0.92% of portfolio
88,623
Q1 2025 New
$82.5B
$3.83 Million 0.9% of portfolio
39,825
Q1 2025 Added 3.5%
$0
$3.25 Million 0.77% of portfolio
6,932
Q1 2025 Reduced 6.3%
$597B
$3.17 Million 0.75% of portfolio
9,046
Q1 2025 Reduced 62.29%
$37.4B
$3.15 Million 0.74% of portfolio
33,001
Q1 2025 Reduced 9.5%
$0
$2.58 Million 0.61% of portfolio
4,600
Q1 2025 Reduced 4.21%
$46.9B
$2.47 Million 0.58% of portfolio
17,394
Q1 2025 Reduced 44.31%
$145B
$2.46 Million 0.58% of portfolio
10,566
Q1 2025 Reduced 66.3%
$37.8B
$2.13 Million 0.5% of portfolio
12,386
Q1 2025 Added 4.53%
$54.4B
$1.96 Million 0.46% of portfolio
31,794
Q1 2025 Reduced 5.45%
$77.1B
$1.81 Million 0.43% of portfolio
6,637
Q1 2025 Reduced 66.86%
$94.4B
$1.71 Million 0.4% of portfolio
7,401
Q1 2025 Added 0.5%
$25.3B
$1.69 Million 0.4% of portfolio
16,847
Q1 2025 Reduced 0.87%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $424 Million
  • Prior Value $476 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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