United Capital Management Of Ks, Inc. Portfolio Holdings

United Capital Management Of Ks, Inc.

  • $420 Million
  • Q2 2024

United Capital Management Of Ks, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $420 Million distributed in 74 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 $34.4M, Nvidia Corp with a value of $24.5M, Super Micro Computer, Inc. with a value of $20.7M, Apple Inc. with a value of $19.6M, and Tesla, Inc. with a value of $16.8M.

Examining the 13F form we can see an increase of $5.72M in the current position value, from $414M to 420M.

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

Portfolio value $420 Million
Technology: $157 Million
ETFs: $67.9 Million
Energy: $42.4 Million
Consumer Cyclical: $40.9 Million
Industrials: $36.1 Million
Healthcare: $19.5 Million
Basic Materials: $19 Million
Financial Services: $15.3 Million
Other: $21.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.16 Million 0.28% of portfolio
63,183
Q2 2024 Reduced 7.76%
$15.2B
$1.11 Million 0.26% of portfolio
2,148
Q2 2024 Added 3.02%
$1.65B
$1.07 Million 0.25% of portfolio
775
Q2 2024 Added 7.64%
$53.6B
$1.02 Million 0.24% of portfolio
91,050
Q2 2024 Added 4.53%
$218B
$957,000 0.23% of portfolio
20,164
Q2 2024 Added 6.17%
$0
$655,000 0.16% of portfolio
4,354
Q2 2024 Reduced 2.96%
$923B
$612,000 0.15% of portfolio
3,523
Q2 2024 Added 12.38%
$315B
$542,000 0.13% of portfolio
804
Q2 2024 Reduced 4.74%
$2.64B
$495,000 0.12% of portfolio
24,950
Q2 2024 Added 30.71%
$0
$464,000 0.11% of portfolio
7,802
Q2 2024 Added 5.22%
$595B
$467,000 0.11% of portfolio
1,150
Q2 2024 Reduced 1.03%
$0
$479,000 0.11% of portfolio
4,993
Q2 2024 Reduced 6.32%
$0
$409,000 0.1% of portfolio
4,360
Q2 2024 Reduced 6.44%
$98B
$388,000 0.09% of portfolio
5,009
Q2 2024 Reduced 7.22%
$477M
$366,000 0.09% of portfolio
22,949
Q2 2024 Added 48.65%
$0
$322,000 0.08% of portfolio
2,920
Q2 2024 Reduced 5.35%
$316B
$316,000 0.08% of portfolio
7,967
Q2 2024 Reduced 24.5%
$36.2B
$259,000 0.06% of portfolio
4,867
Q2 2024 Reduced 9.89%
$0
$233,000 0.06% of portfolio
2,147
Q2 2024 Added 8.93%
$84.6B
$221,000 0.05% of portfolio
1,030
Q2 2024 New
$483B
$229,000 0.05% of portfolio
1,995
Q2 2024 Reduced 4.77%
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q2 2024 New
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q2 2024 Added 3.23%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $420 Million
  • Prior Value $414 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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