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CIK: 0001753219
Total reported value
$763.4M
$763.4M
83 檔
16.1%
As reported in its official Q3 2024 Form 13F filing, United Capital Management of KS, Inc.'s tracked investment portfolio stood at $763.4M with 83 total positions.
During Q3 2024, United Capital Management of KS, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 7.92% | -0.49% | +4.04% | |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 6.76% | -1.41% | +55.13% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.42% | -0.08% | -15.75% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.97% | -0.09% | -15.90% | |
| 5 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.66% | +0.22% | +24.04% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.59% | -0.15% | -25.87% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.54% | -1.69% | -29.47% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | -0.02% | -6.14% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | -0.01% | -12.95% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.99% | +0.03% | -2.07% | |
| 11 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.75% | +0.02% | +2.36% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 2.59% | +0.24% | +3.41% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.36% | +0.24% | -0.05% | |
| 14 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 2.24% | — | — | |
| 15 | VLO | Valero Energy CORP | Stock-Energy | 2.14% | -0.34% | +4.00% | |
| 16 | RS | Reliance Inc | Stock-Materials | 1.93% | — | +3.17% | |
| 17 | DELL | Dell Technologies -c | Stock-Tech | 1.86% | — | -9.09% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.78% | -0.02% | +6.44% | |
| 19 | EOG | Eog Resources Inc | Stock-Energy | 1.75% | — | +5.57% | |
| 20 | URI | United Rentals Inc | Stock-Industrials | 1.70% | — | -1.62% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 1.67% | — | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.59% | -0.35% | -15.21% | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.43% | -0.16% | +3.81% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | -0.10% | +3.45% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.32% | -0.40% | |
| 26 | PPC | Pilgrim's Pride CORP | Stock-Consumer Staples | 1.37% | — | — | |
| 27 | MLI | Mueller Industries Inc | Stock-Industrials | 1.30% | -0.07% | -21.95% | |
| 28 | GD | General Dynamics CORP | Stock-Industrials | 1.28% | -0.04% | -14.39% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.26% | -0.21% | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.03% | +887.73% | |
| 31 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.16% | — | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.11% | -1.46% | EXIT | |
| 33 | ZS | Zscaler Inc | Stock-Tech | 1.11% | — | +2.49% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 1.05% | +0.02% | -13.90% | |
| 35 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.04% | — | — | |
| 36 | TFC | Truist Financial CORP | Stock-Financials | 1.03% | -0.05% | +2.06% | |
| 37 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.97% | — | — | |
| 38 | BCC | Boise Cascade Co | Stock-Materials | 0.89% | — | +2.81% | |
| 39 | SNA | Snap-on Inc | Stock-Industrials | 0.88% | -0.03% | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | -0.65% | -3.37% | |
| 41 | HAL | Halliburton Co | Stock-Energy | 0.83% | — | +6.43% | |
| 42 | MSTR | Strategy Inc | Stock-Tech | 0.83% | -0.32% | +2816.90% | |
| 43 | LNG | Cheniere Energy Inc | Stock-Energy | 0.82% | -0.26% | +3.32% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | +0.10% | +1.08% | |
| 45 | NRG | Nrg Energy Inc | Stock-Utilities | 0.76% | -0.08% | -4.92% | |
| 46 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.72% | -0.08% | +6.80% | |
| 47 | FTNT | Fortinet Inc | Stock-Tech | 0.69% | +0.27% | -1.36% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | -8.43% | |
| 49 | CHRD | Chord Energy CORP | Stock-Energy | 0.63% | — | +5.62% | |
| 50 | MRVL | Marvell Technology Inc | Stock-Tech | 0.54% | +0.70% | +0.38% |
According to official SEC Form 13F filings, United Capital Management of KS, Inc. reported a total U.S. public equity portfolio value of $763.4M across 83 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHO, FBTC, NVDA) accounted for 16.1% of total reported equity market value during Q3 2024.
During Q3 2024, United Capital Management of KS, Inc.'s top holdings by market value included SCHO (7.9%)、FBTC (6.8%)、NVDA (4.4%). The largest single position, SCHO, represented 7.9% of total portfolio value.
In Q3 2024, United Capital Management of KS, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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