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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$2.8B
$8.39 Million 1.76% of portfolio
28,986
Q4 2024 Added 28.22%
$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%
$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%
$4.46B
$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%
$12.6B
$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%
$12.6B
$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%
$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%
$4.22B
$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%
$360B
$1.6 Million 0.34% of portfolio
36,426
Q4 2024 New
$25.5B
$1.51 Million 0.32% of portfolio
16,994
Q4 2024 Added 0.46%
$93.6B
$1.49 Million 0.31% of portfolio
7,364
Q4 2024 Added 0.71%
$186B
$1.47 Million 0.31% of portfolio
9,553
Q4 2024 Added 3.04%
$263B
$1.22 Million 0.26% of portfolio
20,690
Q4 2024 Added 1.76%
$107B
$1.2 Million 0.25% of portfolio
14,280
Q4 2024 New

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
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