UC

United Capital Management of KS, Inc.

13F
United Capital Management of KS, Inc.
Last update 2024-11-04 83 Stocks (18 new)
Value $460.00 Mil Turnover 20 %
Countries:
Top Holdings: SCHO(7.92%)FBTC(6.76%)NVDA(4.42%)AAPL(3.97%)XBI(3.66%)
Portfolio Report
Summary Stock Picks Current Portfolio
United Capital Management of K... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHO 		Schwab Short-Term U.S. Treasury ETF
1,486,716
36409.680
+108.07%
7.920
+4.11%
0.160
-0.66%
-0.21%
11081.694
 
FBTC 		Fidelity Wise Origin Bitcoin Fund Beneficial Interest
559,503
31069.200
+55.13%
6.760
+2.40%
0.290
+29.62%
0%
11488.133
 
NVDA 		NVIDIA Corp
167,174
20301.570
-15.75%
4.420
-0.85%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
AAPL 		Apple Inc
78,335
18252.020
-15.90%
3.970
-0.69%
0.000
+6.90%
+16.50%
3377630.649
Hardware
XBI 		SPDR Biotech ETF
170,527
16848.060
+24.03%
3.660
+0.71%
0.240
+7.70%
+12.69%
7325.055
 
TSLA 		Tesla Inc
63,060
16498.390
-25.87%
3.590
-0.96%
0.000
+26.43%
+1.19%
807137.401
Vehicles & Parts
PLTR 		Palantir Technologies Inc
437,117
16260.750
-29.47%
3.540
-1.02%
0.020
+112.25%
+197.79%
116475.214
Software
MSFT 		Microsoft Corp
35,348
15210.440
-6.14%
3.310
-0.23%
0.000
+4.32%
+10.02%
3059156.044
Software
AMZN 		Amazon.com Inc
75,309
14032.330
-12.95%
3.050
-0.48%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
PANW 		Palo Alto Networks Inc
40,265
13762.580
-2.07%
2.990
-0.06%
0.010
+24.51%
+24.22%
119868.680
Software

United Capital Management of KS, Inc.'s Historical Top Holdings Breakdowns

United Capital Management of KS, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SMCI 		Super Micro Computer Inc2024-09-30Sold Out
-4.55%
●
38.65 ($60.86) 91
$27.70
-54.49%
Sold Out
0
-252,090
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+4.11%
●
23.97 ($24.3) 24.53
$24.18
-0.49%
Add 108.07%
1,486,716
386,096
FBTC 		Fidelity Wise Origin Bitcoin Fund Beneficial Interest2024-09-30Add
+2.40%
●
46.74 ($53.32) 59.73
$60.66
13.77%
Add 55.13%
559,503
198,825
ETHE 		Common units of fractional undivided beneficial interest2024-09-30New Buy
+2.24%
●
18.75 ($24.22) 32.61
$20.41
-15.73%
New holding
470,673
470,673
AMAT 		Applied Materials Inc2024-09-30Sold Out
-2.08%
●
174.75 ($205.11) 254.97
$186.48
-9.08%
Sold Out
0
-39,952
BITO 		ProShares Bitcoin ETF2024-09-30Reduce
-2.02%
●
16.19 ($19.94) 23.88
$18.73
-6.07%
Reduce -96.83%
13,347
-407,538
ITW 		Illinois Tool Works Inc2024-09-30New Buy
+1.67%
●
233.14 ($246.06) 263.97
$266.43
8.28%
New holding
29,326
29,326
PPC 		Pilgrims Pride Corp2024-09-30New Buy
+1.37%
●
37.92 ($42.27) 46.58
$53.78
27.23%
New holding
136,316
136,316
MOS 		The Mosaic Co2024-09-30Sold Out
-1.36%
●
24.54 ($27.51) 30.61
$28.08
2.07%
Sold Out
0
-212,930
DE 		Deere & Co2024-09-30Sold Out
-1.32%
●
344.84 ($377.03) 418
$400.37
6.19%
Sold Out
0
-16,028

United Capital Management of KS, Inc. Total Holding History ($B)

To

United Capital Management of KS, Inc.'s Asset Allocation

To

United Capital Management of KS, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

United Capital Management of KS, Inc.'s Hypothetical Growth since 2024-09-30

United Capital Management of KS, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

United Capital Management of KS, Inc.'s Holdings Heat Map

Size field:

United Capital Management of KS, Inc.'s Holdings Bubble Chart

United Capital Management of KS, Inc. News

  • 1

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