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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.1B
$14.9 Million 3.52% of portfolio
87,567
Q1 2025 Added 6.62%
$51.8B
$10.6 Million 2.49% of portfolio
79,988
Q1 2025 Added 5.64%
$145B
$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
$66.8B
$9.17 Million 2.16% of portfolio
71,541
Q1 2025 Added 4.74%
$11.5B
$7.75 Million 1.83% of portfolio
142,191
Q1 2025 Added 2.16%
$77.3B
$7.69 Million 1.81% of portfolio
31,000
Q1 2025 Added 2.53%
$36B
$6.47 Million 1.52% of portfolio
32,589
Q1 2025 Added 4.85%
$80.9B
$6.43 Million 1.51% of portfolio
44,117
Q1 2025 Added 6.33%
$157B
$6.36 Million 1.5% of portfolio
52,237
Q1 2025 Added 2.91%
$58.3B
$5.65 Million 1.33% of portfolio
24,438
Q1 2025 Added 1.75%
$198B
$5.46 Million 1.29% of portfolio
11,021
Q1 2025 Added 1,353.96%
$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%
$93.4B
$4.74 Million 1.12% of portfolio
28,311
Q1 2025 Reduced 3.86%
$186B
$4.44 Million 1.04% of portfolio
13,450
Q1 2025 Reduced 56.71%
$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%
$37.4B
$3.15 Million 0.74% of portfolio
33,001
Q1 2025 Reduced 9.5%
$47.5B
$2.47 Million 0.58% of portfolio
17,394
Q1 2025 Reduced 44.31%
$146B
$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%
$53.3B
$1.96 Million 0.46% of portfolio
31,794
Q1 2025 Reduced 5.45%
$77.2B
$1.81 Million 0.43% of portfolio
6,637
Q1 2025 Reduced 66.86%
$95.2B
$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%
$173B
$1.52 Million 0.36% of portfolio
9,886
Q1 2025 Added 3.49%
$183B
$1.46 Million 0.34% of portfolio
20,091
Q1 2025 New
$107B
$1.42 Million 0.33% of portfolio
16,338
Q1 2025 Added 14.41%
$17.5B
$1.04 Million 0.25% of portfolio
2,269
Q1 2025 Added 2.9%
$21.7B
$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%
$20.5B
$427,000 0.1% of portfolio
8,000
Q1 2025 New
$47.2B
$347,000 0.08% of portfolio
1,109
Q1 2025 New
$11.6B
$317,000 0.07% of portfolio
10,754
Q1 2025 New
$51.6B
$249,000 0.06% of portfolio
6,000
Q1 2025 New
$27.5B
$200,000 0.05% of portfolio
4,167
Q1 2025 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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