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View AllLatest United Capital Management of KS, Inc. Stock Portfolio
$436Million
Equity Portfolio Value
Last Reported on: 19 Apr, 2024
About United Capital Management of KS, Inc. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, United Capital Management of KS, Inc. reported an equity portfolio of $330.8 Millions as of 31 Dec, 2023.
The top stock holdings of United Capital Management of KS, Inc. are FNDA, AAPL, MSFT. The fund has invested 8.3% of it's portfolio in SCHWAB STRATEGIC TR and 5.2% of portfolio in APPLE INC.
The fund managers got completely rid off POLARIS INC (PII), ILLINOIS TOOL WKS INC (ITW) and ACCENTURE PLC IRELAND (ACN) stocks. They significantly reduced their stock positions in BANK AMERICA CORP (BAC), AMERICAN ELEC PWR CO INC (AEP) and ISHARES TR (AGG). United Capital Management of KS, Inc. opened new stock positions in NORTHROP GRUMMAN CORP (NOC), BOISE CASCADE CO DEL (BCC) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to MUELLER INDS INC (MLI), GENERAL DYNAMICS CORP (GD) and RIOT PLATFORMS INC (RIOT).
The top stock holdings of United Capital Management of KS, Inc. are FNDA, AAPL, MSFT. The fund has invested 8.3% of it's portfolio in SCHWAB STRATEGIC TR and 5.2% of portfolio in APPLE INC.
The fund managers got completely rid off POLARIS INC (PII), ILLINOIS TOOL WKS INC (ITW) and ACCENTURE PLC IRELAND (ACN) stocks. They significantly reduced their stock positions in BANK AMERICA CORP (BAC), AMERICAN ELEC PWR CO INC (AEP) and ISHARES TR (AGG). United Capital Management of KS, Inc. opened new stock positions in NORTHROP GRUMMAN CORP (NOC), BOISE CASCADE CO DEL (BCC) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to MUELLER INDS INC (MLI), GENERAL DYNAMICS CORP (GD) and RIOT PLATFORMS INC (RIOT).
New Buys
| Ticker | $ Bought |
|---|---|
| FIDELITY WISE ORIGIN BITCOIN | 21,683,700 |
| PROSHARES TR | 13,228,300 |
| AKAMAI TECHNOLOGIES INC | 5,382,860 |
| CHORD ENERGY CORPORATION | 3,693,850 |
| TAIWAN SEMICONDUCTOR MFG LTD | 426,515 |
| GRAYSCALE BITCOIN TR BTC | 341,181 |
| CLEANSPARK INC | 327,440 |
| ISHARES TR | 217,264 |
New stocks bought by United Capital Management of KS, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| WALMART INC | 202 |
| MOSAIC CO NEW | 119 |
| TESLA INC | 114 |
| MICROSTRATEGY INC | 52.22 |
| MARATHON DIGITAL HOLDINGS IN | 49.85 |
| SPDR SER TR | 27.09 |
| CHEVRON CORP NEW | 25.37 |
| COINBASE GLOBAL INC | 16.75 |
Additions to existing portfolio by United Capital Management of KS, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| SUPER MICRO COMPUTER INC | -34.76 |
| NVIDIA CORPORATION | -24.82 |
| ISHARES TR | -21.54 |
| BANK AMERICA CORP | -18.28 |
| ISHARES TR | -17.08 |
| PROSHARES TR | -13.88 |
| NETFLIX INC | -11.44 |
| ISHARES TR | -10.4 |
United Capital Management of KS, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ACADEMY SPORTS & OUTDOORS IN | -4,970,040 |
| JOHNSON & JOHNSON | -4,807,420 |
| RIOT PLATFORMS INC | -432,928 |
| VANGUARD SCOTTSDALE FDS | -268,035 |
| AMERICAN ELEC PWR CO INC | -245,562 |
United Capital Management of KS, Inc. got rid off the above stocks
Current Stock Holdings of United Capital Management of KS, Inc.
Last Reported on: 19 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.57 | 90,808 | 15,571,800 | ADDED | 2.01 | |
| ABBV | ABBVIE INC | 1.18 | 28,340 | 5,160,720 | REDUCED | -2.92 | |
| ABC | CENCORA INC | 0.96 | 17,166 | 4,171,190 | REDUCED | -0.59 | |
| ABT | ABBOTT LABS | 1.10 | 42,352 | 4,813,750 | ADDED | 2.9 | |
| ADBE | ADOBE INC | 1.49 | 12,932 | 6,525,490 | ADDED | 9.87 | |
| AEE | AMEREN CORP | 0.28 | 16,636 | 1,230,410 | ADDED | 1.83 | |
| AEP | AMERICAN ELEC PWR CO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AG | FIRST MAJESTIC SILVER CORP | 0.04 | 27,587 | 162,212 | NEW | ||
| AGG | ISHARES TR | 0.80 | 6,655 | 3,498,800 | REDUCED | -17.08 | |
| AGG | ISHARES TR | 0.14 | 4,487 | 606,000 | REDUCED | -10.4 | |
| AGG | ISHARES TR | 0.08 | 3,085 | 352,093 | REDUCED | -21.54 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 1.23 | 49,493 | 5,382,860 | NEW | ||
| AMAT | APPLIED MATLS INC | 1.81 | 38,404 | 7,920,160 | ADDED | 6.05 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.75 | 18,119 | 3,270,300 | ADDED | 3.78 | |
| AMPS | ISHARES TR | 0.05 | 1,971 | 217,264 | NEW | ||
| AMZN | AMAZON COM INC | 3.52 | 85,129 | 15,355,600 | ADDED | 3.95 | |
| ANEW | PROSHARES TR | 3.03 | 409,545 | 13,228,300 | NEW | ||
| ASO | ACADEMY SPORTS & OUTDOORS IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AVGO | BROADCOM INC | 1.00 | 3,294 | 4,366,160 | REDUCED | -2.11 | |
| BAC | BANK AMERICA CORP | 0.09 | 10,553 | 400,187 | REDUCED | -18.28 | |
| BCC | BOISE CASCADE CO DEL | 0.98 | 27,798 | 4,263,320 | ADDED | 3.79 | |
| BIL | SPDR SER TR | 2.87 | 132,238 | 12,548,000 | ADDED | 27.09 | |
| BKKT | BAKKT HOLDINGS INC | 0.00 | 16,500 | 7,587 | UNCHANGED | 0.00 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.09 | 4,660 | 403,882 | REDUCED | -2.1 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BZQ | PROSHARES TR | 0.12 | 5,330 | 540,541 | REDUCED | -13.88 | |
| CAT | CATERPILLAR INC | 2.42 | 28,821 | 10,560,900 | ADDED | 4.07 | |
| CHRD | CHORD ENERGY CORPORATION | 0.85 | 20,724 | 3,693,850 | NEW | ||
| CLSK | CLEANSPARK INC | 0.07 | 15,438 | 327,440 | NEW | ||
| COIN | COINBASE GLOBAL INC | 0.64 | 10,460 | 2,773,160 | ADDED | 16.75 | |
| COST | COSTCO WHSL CORP NEW | 1.22 | 7,261 | 5,319,860 | REDUCED | -2.42 | |
| CSCO | CISCO SYS INC | 0.22 | 18,992 | 947,902 | ADDED | 15.82 | |
| CVX | CHEVRON CORP NEW | 0.93 | 25,763 | 4,063,840 | ADDED | 25.37 | |
| DE | DEERE & CO | 1.47 | 15,630 | 6,419,740 | ADDED | 14.51 | |
| DPZ | DOMINOS PIZZA INC | 0.24 | 2,085 | 1,035,810 | ADDED | 0.58 | |
| EOG | EOG RES INC | 1.77 | 60,415 | 7,723,450 | ADDED | 9.59 | |
| FCAL | FIRST TR EXCH TRADED FD III | 0.29 | 68,495 | 1,247,980 | REDUCED | -5.5 | |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 0.10 | 7,415 | 442,097 | ADDED | 13.95 | |
| FNDA | SCHWAB STRATEGIC TR | 6.68 | 604,896 | 29,162,100 | ADDED | 6.53 | |
| FTNT | FORTINET INC | 0.64 | 40,916 | 2,794,970 | ADDED | 3.59 | |
| GD | GENERAL DYNAMICS CORP | 1.45 | 22,422 | 6,333,910 | ADDED | 4.28 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.70 | 15,899 | 3,036,100 | ADDED | 0.26 | |
| ISRG | INTUITIVE SURGICAL INC | 0.07 | 757 | 302,111 | REDUCED | -1.56 | |
| JNJ | JOHNSON & JOHNSON | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LLY | ELI LILLY & CO | 2.19 | 12,272 | 9,546,800 | REDUCED | -0.81 | |
| LNG | CHENIERE ENERGY INC | 0.73 | 19,801 | 3,193,570 | ADDED | 8.81 | |
| LOW | LOWES COS INC | 1.63 | 27,938 | 7,116,700 | ADDED | 1.93 | |
| MARA | MARATHON DIGITAL HOLDINGS IN | 0.10 | 19,088 | 431,007 | ADDED | 49.85 | |
| MDLZ | MONDELEZ INTL INC | 0.85 | 53,094 | 3,716,600 | ADDED | 11.72 | |
| MLI | MUELLER INDS INC | 1.25 | 101,327 | 5,464,570 | ADDED | 2.98 | |
| MOS | MOSAIC CO NEW | 1.59 | 214,445 | 6,960,880 | ADDED | 119 | |
| MPC | MARATHON PETE CORP | 1.77 | 38,466 | 7,750,980 | ADDED | 3.11 | |
| MRVL | MARVELL TECHNOLOGY INC | 0.54 | 33,453 | 2,371,150 | ADDED | 1.64 | |
| MSFT | MICROSOFT CORP | 3.58 | 37,106 | 15,611,200 | ADDED | 0.49 | |
| MSTR | MICROSTRATEGY INC | 0.28 | 720 | 1,227,280 | ADDED | 52.22 | |
| NFLX | NETFLIX INC | 0.12 | 844 | 512,587 | REDUCED | -11.44 | |
| NOC | NORTHROP GRUMMAN CORP | 0.99 | 9,015 | 4,315,050 | ADDED | 6.66 | |
| NRG | NRG ENERGY INC | 0.66 | 42,869 | 2,901,790 | REDUCED | -7.87 | |
| NVDA | NVIDIA CORPORATION | 4.19 | 20,259 | 18,305,600 | REDUCED | -24.82 | |
| PANW | PALO ALTO NETWORKS INC | 1.03 | 15,914 | 4,521,640 | ADDED | 0.68 | |
| PEP | PEPSICO INC | 1.07 | 26,708 | 4,674,210 | ADDED | 5.77 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.08 | 584,951 | 13,459,700 | ADDED | 4.67 | |
| PZZA | PAPA JOHNS INTL INC | 0.15 | 9,821 | 654,083 | REDUCED | -4.49 | |
| QCOM | QUALCOMM INC | 0.36 | 9,360 | 1,584,680 | ADDED | 3.35 | |
| QQQ | INVESCO QQQ TR | 0.98 | 9,591 | 4,258,650 | REDUCED | -10.03 | |
| RIOT | RIOT PLATFORMS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RS | RELIANCE INC | 2.22 | 28,987 | 9,686,900 | ADDED | 4.69 | |
| SMCI | SUPER MICRO COMPUTER INC | 5.89 | 25,452 | 25,707,300 | REDUCED | -34.76 | |
| SO | SOUTHERN CO | 0.09 | 5,399 | 387,289 | ADDED | 1.47 | |
| TFC | TRUIST FINL CORP | 0.96 | 107,839 | 4,203,580 | ADDED | 3.79 | |
| TSLA | TESLA INC | 2.96 | 73,514 | 12,923,000 | ADDED | 114 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.10 | 3,135 | 426,515 | NEW | ||
| URI | UNITED RENTALS INC | 1.66 | 10,076 | 7,265,750 | REDUCED | -5.73 | |
| V | VISA INC | 1.41 | 22,013 | 6,143,360 | ADDED | 7.33 | |
| VALE | VALE S A | 0.24 | 87,107 | 1,061,840 | REDUCED | -0.21 | |
| VLO | VALERO ENERGY CORP | 2.72 | 69,607 | 11,881,300 | ADDED | 2.16 | |
| WEC | WEC ENERGY GROUP INC | 0.58 | 30,773 | 2,527,050 | ADDED | 10.61 | |
| WM | WASTE MGMT INC DEL | 0.36 | 7,291 | 1,554,040 | REDUCED | -4.13 | |
| WMT | WALMART INC | 1.47 | 106,485 | 6,407,230 | ADDED | 202 | |
| XOM | EXXON MOBIL CORP | 0.06 | 2,095 | 243,523 | ADDED | 2.2 | |
| ZS | ZSCALER INC | 1.17 | 26,528 | 5,110,090 | ADDED | 8.72 | |
| FIDELITY WISE ORIGIN BITCOIN | 4.96 | 349,399 | 21,683,700 | NEW | |||
| COHEN & STEERS INFRASTRUCTUR | 0.90 | 166,502 | 3,924,460 | ADDED | 6.79 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.11 | 1,162 | 488,644 | ADDED | 4.31 | ||
| GRAYSCALE BITCOIN TR BTC | 0.08 | 5,401 | 341,181 | NEW |