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
+30.38%
+27.68%
21,995.0
 
SCHO
Schwab Short-Term U.S. Treasury ETF
1,644,432
40,025.5
+4.81%
8.270
+0.38%
0.370
-0.16%
+1.04%
10,966.2
 
PLTR
Palantir Technologies Inc
392,738
33,147.1
-17.57%
6.850
-1.15%
0.020
+58.60%
+97.10%
351,792.1
Software
AAPL
Apple Inc
78,600
17,459.5
-0.51%
3.610
-0.02%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
TSLA
Tesla Inc
64,715
16,771.5
+2.14%
3.460
+0.07%
0.000
+39.56%
-17.76%
1,069,711.8
Vehicles & Parts
AMZN
Amazon.com Inc
83,297
15,848.1
+4.36%
3.270
+0.14%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
XLF
Financial Select Sector SPDR
293,771
14,632.7
+11.46%
3.020
+0.31%
0.030
+11.70%
+9.00%
51,715.7
 
XBI
SPDR Biotech ETF
179,237
14,536.1
+3.54%
3.000
+0.10%
0.280
+11.71%
-3.70%
4,993.5
 
PANW
Palo Alto Networks Inc
87,567
14,430.5
+6.62%
2.980
+0.18%
0.010
+20.23%
+8.12%
131,179.6
Software
IWP
iShares Russell Mid-Cap Growth ETF
99,757
11,720.5
+3.37%
2.420
+0.08%
0.070
+23.77%
+10.45%
19,508.8
 

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
$30.34
37.91%
Sold Out
0
-446,146
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-2.21%
●
106.98 ($126.74) 149.43
$167.03
31.79%
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
$77.54
9.86%
New holding
140,957
140,957
NUE
Nucor Corp
2025-03-31
New Buy
New Buy
+2.00%
●
114.48 ($128.84) 142.52
$143.77
11.59%
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
$36.71
39.48%
New holding
450,267
450,267
RS
Reliance Inc
2025-03-31
Sold Out
Sold Out
-1.57%
●
266.61 ($286.12) 302.66
$340.20
18.90%
Sold Out
0
-32,114
DELL
Dell Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.56%
●
90.34 ($105.78) 124.66
$124.33
17.54%
Sold Out
0
-74,317
CAT
Caterpillar Inc
2025-03-31
Reduce
Reduce
-1.16%
●
326.75 ($356.21) 407.63
$417.19
17.12%
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
$791.04
15.07%
Sold Out
0
-9,065
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-1.15%
●
64.98 ($87.82) 124.62
$149.07
69.74%
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

Discussions on United Capital Management of KS, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.