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
$2.22B
$689,000 0.16% of portfolio
21,922
Q1 2025 New
$694B
$620,000 0.15% of portfolio
1,165
Q1 2025 Added 1.3%
$1T
$654,000 0.15% of portfolio
3,941
Q1 2025 Added 2.63%
$1.44T
$599,000 0.14% of portfolio
1,040
Q1 2025 New
$21.8B
$539,000 0.13% of portfolio
4,000
Q1 2025 New
$107B
$534,000 0.13% of portfolio
8,906
Q1 2025 Added 0.13%
$97.4B
$551,000 0.13% of portfolio
5,998
Q1 2025 Added 4.99%
$377M
$503,000 0.12% of portfolio
85,650
Q1 2025 Added 87.62%
$530B
$435,000 0.1% of portfolio
467
Q1 2025 Reduced 7.52%
$20.4B
$427,000 0.1% of portfolio
8,000
Q1 2025 New
$47.5B
$347,000 0.08% of portfolio
1,109
Q1 2025 New
$12.4B
$317,000 0.07% of portfolio
10,754
Q1 2025 New
$454M
$268,000 0.06% of portfolio
39,891
Q1 2025 Added 19.39%
$53.7B
$249,000 0.06% of portfolio
6,000
Q1 2025 New
$27.5B
$200,000 0.05% of portfolio
4,167
Q1 2025 New
$66.3M
$35,000 0.01% of portfolio
70,000
Q1 2025 Added 100.0%
-
$0 0.0% of portfolio
-
Q1 2025 New
$222M
$2,000 0.0% of portfolio
10,000
Q3 2024 New
$0
$0 0.0% of portfolio
10,004
Q1 2025 New
$5.29M
$13,000 0.0% of portfolio
34,700
Q4 2024 New

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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