United Capital Management Of Ks, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $404 Million distributed in 83 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 $36.4M, Nvidia Corp with a value of $20.3M, Apple Inc. with a value of $18.2M, Spdr Ser Tr Spdr S&P Biotech E with a value of $16.8M, and Tesla, Inc. with a value of $16.5M.

Examining the 13F form we can see an decrease of $15.8M in the current position value, from $420M to 404M.

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

Portfolio value $404 Million
Technology: $122 Million
ETFs: $65.6 Million
Consumer Cyclical: $55.6 Million
Industrials: $44.8 Million
Energy: $40.3 Million
Consumer Defensive: $25 Million
Healthcare: $16.1 Million
Basic Materials: $13.2 Million
Other: $22 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $404 Million
  • Prior Value $420 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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