UC
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United Capital Management of KS, Inc.13F | |
United Capital Management of KS, Inc. | |
Last update 2025-05-13 | 92 Stocks (18 new) |
Value $484.00 Mil | Turnover 12 % |
United Capital Management of K... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTC |
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
| 567,244 | 40,824.6 | -0.39% | 8.430 | -0.03% | 0.270 | +38.51% | +24.59% | 21,380.1 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 1,644,432 | 40,025.5 | +4.81% | 8.270 | +0.38% | 0.370 | +0.65% | +2.83% | 10,903.5 | ||
PLTR | Palantir Technologies Inc | 392,738 | 33,147.1 | -17.57% | 6.850 | -1.15% | 0.020 | +51.00% | +96.46% | 350,635.8 | Software | |
AAPL | Apple Inc | 78,600 | 17,459.5 | -0.51% | 3.610 | -0.02% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
TSLA | Tesla Inc | 64,715 | 16,771.5 | +2.14% | 3.460 | +0.07% | 0.000 | +22.30% | -23.04% | 1,001,008.8 | Vehicles & Parts | |
AMZN | Amazon.com Inc | 83,297 | 15,848.1 | +4.36% | 3.270 | +0.14% | 0.000 | +26.04% | +3.17% | 2,403,011.4 | Retail - Cyclical | |
XLF | Financial Select Sector SPDR | 293,771 | 14,632.7 | +11.46% | 3.020 | +0.31% | 0.030 | +9.64% | +7.63% | 50,358.5 | ||
XBI | SPDR Biotech ETF | 179,237 | 14,536.1 | +3.54% | 3.000 | +0.10% | 0.280 | +12.25% | -4.59% | 5,042.9 | ||
PANW | Palo Alto Networks Inc | 87,567 | 14,430.5 | +6.62% | 2.980 | +0.18% | 0.010 | +10.77% | +5.66% | 128,192.3 | Software | |
IWP | iShares Russell Mid-Cap Growth ETF | 99,757 | 11,720.5 | +3.37% | 2.420 | +0.08% | 0.070 | +20.48% | +8.68% | 19,265.5 |
United Capital Management of KS, Inc.'s Historical Top Holdings Breakdowns
United Capital Management of KS, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
ETHE |
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
| 2025-03-31 | Sold Out Sold Out | -2.27% | 15.22 ($22) 30.9 | $25.19 | 14.50% | Sold Out | 0 | -446,146 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.21% | 106.98 ($126.74) 149.43 | $170.70 | 34.69% | Reduce -56.3% | 70,223 | -90,454 | |
NEE | NextEra Energy Inc | 2025-03-31 | New Buy New Buy | +2.06% | 66.96 ($70.58) 76.16 | $74.70 | 5.84% | New holding | 140,957 | 140,957 | |
NUE | Nucor Corp | 2025-03-31 | New Buy New Buy | +2.00% | 114.48 ($128.84) 142.52 | $138.38 | 7.40% | New holding | 80,534 | 80,534 | |
FETH |
Fidelity Ethereum Fund Beneficial Interest
Fidelity Ethereum Fund Beneficial Interest
| 2025-03-31 | New Buy New Buy | +1.70% | 18.25 ($26.32) 36.88 | $30.44 | 15.65% | New holding | 450,267 | 450,267 | |
RS | Reliance Inc | 2025-03-31 | Sold Out Sold Out | -1.57% | 266.61 ($286.12) 302.66 | $322.00 | 12.54% | Sold Out | 0 | -32,114 | |
DELL | Dell Technologies Inc | 2025-03-31 | Sold Out Sold Out | -1.56% | 90.34 ($105.78) 124.66 | $125.69 | 18.82% | Sold Out | 0 | -74,317 | |
CAT | Caterpillar Inc | 2025-03-31 | Reduce Reduce | -1.16% | 326.75 ($356.21) 407.63 | $404.64 | 13.60% | Reduce -56.71% | 13,450 | -17,618 | |
URI | United Rentals Inc | 2025-03-31 | Sold Out Sold Out | -1.16% | 594.17 ($687.44) 789.56 | $798.17 | 16.11% | Sold Out | 0 | -9,065 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -1.15% | 64.98 ($87.82) 124.62 | $148.58 | 69.19% | Reduce -17.57% | 392,738 | -83,729 |
United Capital Management of KS, Inc. Total Holding History ($B)
United Capital Management of KS, Inc.'s Asset Allocation
United Capital Management of KS, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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United Capital Management of KS, Inc.'s Hypothetical Growth since 2025-03-31
United Capital Management of KS, Inc.'s Yearly Returns
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United Capital Management of KS, Inc.'s Holdings Heat Map
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United Capital Management of KS, Inc.'s Holdings Bubble Chart
United Capital Management of KS, Inc. News
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