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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$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%
$934B
$16.8 Million 3.95% of portfolio
64,715
Q1 2025 Added 2.14%
$2.27T
$15.8 Million 3.73% of portfolio
83,297
Q1 2025 Added 4.36%
$61.7B
$14.9 Million 3.52% of portfolio
87,567
Q1 2025 Added 6.62%
$57.5B
$10.6 Million 2.49% of portfolio
79,988
Q1 2025 Added 5.64%
$748B
$10.2 Million 2.4% of portfolio
12,311
Q1 2025 Reduced 0.05%
$145B
$9.99 Million 2.35% of portfolio
140,957
Q1 2025 New
$35.9B
$9.69 Million 2.28% of portfolio
80,534
Q1 2025 New
$71.4B
$9.17 Million 2.16% of portfolio
71,541
Q1 2025 Added 4.74%
$3.75T
$8.73 Million 2.06% of portfolio
23,245
Q1 2025 Reduced 35.49%
$3.88B
$8.43 Million 1.99% of portfolio
29,231
Q1 2025 Added 0.85%
$263B
$7.83 Million 1.85% of portfolio
89,242
Q1 2025 Reduced 0.83%
$10.7B
$7.75 Million 1.83% of portfolio
142,191
Q1 2025 Added 2.16%
$79.8B
$7.69 Million 1.81% of portfolio
31,000
Q1 2025 Added 2.53%
$406B
$7.61 Million 1.79% of portfolio
70,223
Q1 2025 Reduced 56.3%
$1.07T
$6.5 Million 1.53% of portfolio
42,031
Q1 2025 Added 3.22%
$435B
$6.5 Million 1.53% of portfolio
6,875
Q1 2025 Reduced 0.62%
$45.3B
$6.47 Million 1.52% of portfolio
32,589
Q1 2025 Added 4.85%
$4.82B
$6.43 Million 1.51% of portfolio
84,450
Q1 2025 Added 2.79%
$89.4B
$6.43 Million 1.51% of portfolio
44,117
Q1 2025 Added 6.33%
$146B
$6.36 Million 1.5% of portfolio
52,237
Q1 2025 Added 2.91%
$376B
$6.16 Million 1.45% of portfolio
147,537
Q1 2025 Added 305.03%
$58.9B
$5.65 Million 1.33% of portfolio
24,438
Q1 2025 Added 1.75%
$187B
$5.46 Million 1.29% of portfolio
11,021
Q1 2025 Added 1,353.96%
$337B
$5.33 Million 1.26% of portfolio
25,458
Q1 2025 Added 2.39%
$59.9B
$5.17 Million 1.22% of portfolio
125,620
Q1 2025 Added 2.77%
$16.9B
$4.81 Million 1.13% of portfolio
14,287
Q1 2025 Added 2.51%
$113B
$4.74 Million 1.12% of portfolio
28,311
Q1 2025 Reduced 3.86%
$212B
$4.44 Million 1.04% of portfolio
13,450
Q1 2025 Reduced 56.71%
$260B
$3.97 Million 0.94% of portfolio
15,979
Q1 2025 Added 0.48%
$32.9B
$3.99 Million 0.94% of portfolio
36,636
Q1 2025 Added 4.06%
$39.4B
$3.89 Million 0.92% of portfolio
88,623
Q1 2025 New
$84.9B
$3.83 Million 0.9% of portfolio
39,825
Q1 2025 Added 3.5%
$585B
$3.17 Million 0.75% of portfolio
9,046
Q1 2025 Reduced 62.29%
$35.3B
$3.15 Million 0.74% of portfolio
33,001
Q1 2025 Reduced 9.5%
$44.4B
$2.47 Million 0.58% of portfolio
17,394
Q1 2025 Reduced 44.31%
$140B
$2.46 Million 0.58% of portfolio
10,566
Q1 2025 Reduced 66.3%
$53B
$2.13 Million 0.5% of portfolio
12,386
Q1 2025 Added 4.53%
$61.6B
$1.96 Million 0.46% of portfolio
31,794
Q1 2025 Reduced 5.45%
$82.4B
$1.81 Million 0.43% of portfolio
6,637
Q1 2025 Reduced 66.86%
$92.7B
$1.71 Million 0.4% of portfolio
7,401
Q1 2025 Added 0.5%
$24.6B
$1.69 Million 0.4% of portfolio
16,847
Q1 2025 Reduced 0.87%
$179B
$1.52 Million 0.36% of portfolio
9,886
Q1 2025 Added 3.49%
$191B
$1.46 Million 0.34% of portfolio
20,091
Q1 2025 New
$133B
$1.42 Million 0.33% of portfolio
16,338
Q1 2025 Added 14.41%
$284B
$1.28 Million 0.3% of portfolio
20,755
Q1 2025 Added 0.31%
$16.4B
$1.04 Million 0.25% of portfolio
2,269
Q1 2025 Added 2.9%
$2.64B
$812,000 0.19% of portfolio
36,027
Q1 2025 Added 11.1%

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
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