UC

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 %
Countries:
Top Holdings: FBTC(8.43%)SCHO(8.27%)PLTR(6.85%)AAPL(3.61%)TSLA(3.46%)
Summary Stock Picks Current Portfolio
United Capital Management of K... Top Holdings of 2025-03-31 View Full List
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
+38.17%
+25.61%
21,554.7
 
SCHO
Schwab Short-Term U.S. Treasury ETF
1,644,432
40,025.5
+4.81%
8.270
+0.38%
0.370
+0.74%
+3.08%
10,930.5
 
PLTR
Palantir Technologies Inc
392,738
33,147.1
-17.57%
6.850
-1.15%
0.020
+63.70%
+102.99%
362,293.8
Software
AAPL
Apple Inc
78,600
17,459.5
-0.51%
3.610
-0.02%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
TSLA
Tesla Inc
64,715
16,771.5
+2.14%
3.460
+0.07%
0.000
+36.57%
-18.37%
1,061,788.2
Vehicles & Parts
AMZN
Amazon.com Inc
83,297
15,848.1
+4.36%
3.270
+0.14%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
XLF
Financial Select Sector SPDR
293,771
14,632.7
+11.46%
3.020
+0.31%
0.030
+13.01%
+9.48%
51,226.3
 
XBI
SPDR Biotech ETF
179,237
14,536.1
+3.54%
3.000
+0.10%
0.280
+13.63%
-4.19%
5,064.0
 
PANW
Palo Alto Networks Inc
87,567
14,430.5
+6.62%
2.980
+0.18%
0.010
+16.75%
+7.60%
130,546.1
Software
IWP
iShares Russell Mid-Cap Growth ETF
99,757
11,720.5
+3.37%
2.420
+0.08%
0.070
+24.23%
+11.16%
19,689.7
 

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
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
$29.41
33.68%
Sold Out
0
-446,146
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-2.21%
●
106.98 ($126.74) 149.43
$172.41
36.03%
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
$75.95
7.61%
New holding
140,957
140,957
NUE
Nucor Corp
2025-03-31
New Buy
New Buy
+2.00%
●
114.48 ($128.84) 142.52
$140.63
9.15%
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
$35.56
35.11%
New holding
450,267
450,267
RS
Reliance Inc
2025-03-31
Sold Out
Sold Out
-1.57%
●
266.61 ($286.12) 302.66
$336.21
17.51%
Sold Out
0
-32,114
DELL
Dell Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.56%
●
90.34 ($105.78) 124.66
$131.24
24.07%
Sold Out
0
-74,317
CAT
Caterpillar Inc
2025-03-31
Reduce
Reduce
-1.16%
●
326.75 ($356.21) 407.63
$413.71
16.14%
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
$808.05
17.54%
Sold Out
0
-9,065
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-1.15%
●
64.98 ($87.82) 124.62
$153.52
74.81%
Reduce -17.57%
392,738
-83,729

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 2025-03-31

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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