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United Capital Management Of Ks, Inc. Top Holdings and 13F Report (2025)

About United Capital Management Of Ks, Inc.

Investment Activity

  • United Capital Management Of Ks, Inc. has $549.60 million in total holdings as of December 31, 2024.
  • United Capital Management Of Ks, Inc. owns shares of 88 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 14.46% of the portfolio was purchased this quarter.
  • About 2.01% of the portfolio was sold this quarter.
  • This quarter, United Capital Management Of Ks, Inc. has purchased 83 new stocks and bought additional shares in 51 stocks.
  • United Capital Management Of Ks, Inc. sold shares of 20 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

FIDELITY WISE ORIGIN BITCOIN
$46,455,894
PALANTIR TECHNOLOGIES INC
$36,035,199
Tesla
$25,588,110
NVIDIA
$21,577,303

Largest New Holdings this Quarter

Alphabet
$7,708,366 Holding
GRAYSCALE ETHEREUM MINI TR E
$2,437,232 Holding
Bank of America
$1,600,926 Holding
Micron Technology
$1,201,764 Holding

Largest Purchases this Quarter

Schwab Short-Term U.S. Treasury ETF
825,594 shares (about $19.86M)
Financial Select Sector SPDR Fund
263,562 shares (about $12.74M)
iShares Russell Mid-Cap Growth ETF
93,611 shares (about $11.87M)
Alphabet
40,720 shares (about $7.71M)
Palo Alto Networks
41,867 shares (about $7.62M)

Largest Sales this Quarter

NVIDIA
6,497 shares (about $872.48K)
Grayscale Ethereum Trust (ETH)
24,527 shares (about $687.25K)
SPDR Gold Shares
2,095 shares (about $507.26K)
Broadcom
2,101 shares (about $487.10K)
United Rentals
563 shares (about $396.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Capital Management Of Ks, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
FIDELITY WISE ORIGIN BITCOIN
$46,455,894$811,639 1.8%569,4528.5%SHS
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$37,748,981$19,863,789 111.1%1,568,9526.9%ETF
PALANTIR TECHNOLOGIES INC
$36,035,199$2,976,040 9.0%476,4676.6%CL A
Tesla, Inc. stock logo
TSLA
Tesla
$25,588,110$121,960 0.5%63,3624.7%Auto/Tires/Trucks
NVIDIA Co. stock logo
NVDA
NVIDIA
$21,577,303$872,482 -3.9%160,6773.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$19,783,149$166,529 0.8%79,0003.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,510,613$988,571 6.0%79,8153.2%Retail/Wholesale
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$15,590,731$233,075 1.5%173,1152.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$15,188,058$288,730 1.9%36,0332.8%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$14,944,739$7,618,119 104.0%82,1322.7%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$12,737,959$12,737,959 New Holding263,5622.3%ETF
Grayscale Ethereum Trust (ETH) stock logo
ETHE
Grayscale Ethereum Trust (ETH)
$12,501,011$687,247 -5.2%446,1462.3%Miscellaneous
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$12,232,309$11,865,240 3,232.4%96,5072.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$11,270,258$238,697 2.2%31,0682.1%Industrial Products
ARM HOLDINGS PLC
$11,185,175$287,552 2.6%90,6712.0%SPONSORED ADS
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,508,697$64,848 0.7%12,3171.7%Medical
Valero Energy Co. stock logo
VLO
Valero Energy
$9,282,603$328,417 3.7%75,7211.7%Oils/Energy
Reliance, Inc. stock logo
RS
Reliance
$8,647,088$370,774 4.5%32,1141.6%Basic Materials
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$8,564,269$240,966 2.9%74,3171.6%Computer and Technology
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$8,394,925$1,847,776 28.2%28,9861.5%Computer and Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$8,372,896$336,112 4.2%68,3061.5%Oils/Energy
Walmart Inc. stock logo
WMT
Walmart
$8,130,116$28,822 -0.4%89,9851.5%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$7,736,821$258,889 3.5%31,3491.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,708,366$7,708,366 New Holding40,7201.4%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$7,666,203$230,235 3.1%30,2341.4%Industrial Products
Visa Inc. stock logo
V
Visa
$7,581,664$169,394 2.3%23,9901.4%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$6,827,101$487,104 -6.7%29,4471.2%Computer and Technology
Mueller Industries, Inc. stock logo
MLI
Mueller Industries
$6,519,914$126,262 2.0%82,1561.2%Industrial Products
United Rentals, Inc. stock logo
URI
United Rentals
$6,385,998$396,615 -5.8%9,0651.2%Construction
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$6,338,813$197,000 -3.0%6,9181.2%Retail/Wholesale
Pilgrim's Pride Co. stock logo
PPC
Pilgrim's Pride
$6,317,789$130,405 2.1%139,1891.1%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,132,586$176,142 3.0%50,7621.1%Retail/Wholesale
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$5,787,862$150,102 2.7%41,4901.1%Oils/Energy
Zscaler, Inc. stock logo
ZS
Zscaler
$5,607,323$239,043 4.5%31,0811.0%Computer and Technology
Truist Financial Co. stock logo
TFC
Truist Financial
$5,302,707$480,562 10.0%122,2391.0%Finance
General Dynamics Co. stock logo
GD
General Dynamics
$5,276,524$150,976 2.9%20,0261.0%Aerospace
CHENIERE ENERGY INC
$5,160,475$666,949 14.8%24,0170.9%COM NEW
Chevron Co. stock logo
CVX
Chevron
$5,141,912$115,581 2.3%35,5010.9%Oils/Energy
Snap-on Incorporated stock logo
SNA
Snap-on
$4,731,299$10,524 0.2%13,9370.9%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$4,418,367$55,798 1.3%24,8640.8%Medical
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$4,286,240$69,399 -1.6%34,0310.8%Construction
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$4,092,903$131 0.0%31,2340.7%Consumer Staples
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,782,042$346,099 -8.4%7,3980.7%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$3,713,886$69,142 -1.8%33,6250.7%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$3,635,590$217,209 -5.6%38,4800.7%Computer and Technology
Halliburton stock logo
HAL
Halliburton
$3,569,119$8,864 -0.2%131,2660.6%Oils/Energy
Boise Cascade stock logo
BCC
Boise Cascade
$3,497,868$53,726 1.6%29,4280.6%Construction
International Business Machines Co. stock logo
IBM
International Business Machines
$3,495,772$69,467 -1.9%15,9020.6%Computer and Technology
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$3,310,704$71,471 2.2%35,2050.6%Utilities
NRG Energy, Inc. stock logo
NRG
NRG Energy
$3,289,960$186,304 -5.4%36,4660.6%Utilities
Lennar Co. stock logo
LEN
Lennar
$3,118,918$349,380 -10.1%22,8710.6%Construction
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$2,942,107$211,800 7.8%11,8490.5%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,826,715$231,341 -7.6%4,8020.5%ETF
GRAYSCALE ETHEREUM MINI TR E
$2,437,232$2,437,232 New Holding77,3970.4%SHS NEW
Bank of America Co. stock logo
BAC
Bank of America
$1,600,926$1,600,926 New Holding36,4260.3%Finance
Ameren Co. stock logo
AEE
Ameren
$1,514,854$6,953 0.5%16,9940.3%Utilities
Waste Management, Inc. stock logo
WM
Waste Management
$1,485,970$10,493 0.7%7,3640.3%Business Services
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,467,560$43,322 3.0%9,5530.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,224,819$21,134 1.8%20,6900.2%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,201,764$1,201,764 New Holding14,2800.2%Computer and Technology
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$1,170,879$72,612 6.6%62,6140.2%ETF
DOMINOS PIZZA INC
$925,632$23,508 2.6%2,2050.2%COM
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$758,360$35,548 4.9%3,8400.1%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$681,316$9,731 -1.4%4,2710.1%Manufacturing
Red Cat Holdings, Inc. stock logo
RCAT
Red Cat
$586,603$40,478 7.4%45,6500.1%Business Services
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$561,382$53,661 10.6%21,3210.1%ETF
MARA Holdings, Inc. stock logo
MARA
MARA
$543,801$52,490 10.7%32,4270.1%Business Services
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$531,127$61,146 13.0%8,8860.1%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$521,2720.0%1,1500.1%Finance
The Southern Company stock logo
SO
Southern
$470,311$9,549 2.1%5,7130.1%Utilities
Altria Group, Inc. stock logo
MO
Altria Group
$465,067$29,126 6.7%8,8940.1%Consumer Staples
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$458,251$26,780 -5.5%4,6030.1%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$450,3880.0%4,3600.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$450,117$257,592 -36.4%5050.1%Consumer Discretionary
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$395,646$522 0.1%7580.1%Medical
PROSHARES TR
$356,883$356,883 New Holding7,2210.1%ULTRA BITCOIN ET
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$346,776$346,776 New Holding6,1660.1%Basic Materials
ProShares Bitcoin ETF stock logo
BITO
ProShares Bitcoin ETF
$332,221$28,179 9.3%14,5840.1%ETF
CleanSpark, Inc. stock logo
CLSK
CleanSpark
$307,725$38,848 14.4%33,4120.1%Finance
NOVA MINERALS LTD
$290,430$290,430 New Holding21,0000.1%SPONSORED ADS
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$283,292$507,262 -64.2%1,1700.1%Finance
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$209,000$209,000 New Holding2,0000.0%ETF
Snow Lake Resources Ltd. stock logo
LITM
Snow Lake Resources
$33,600$33,600 New Holding35,0000.0%Oils/Energy
GAMESQUARE HLDGS INC
$28,880$28,880 New Holding35,0000.0%COM
ProPhase Labs, Inc. stock logo
PRPH
ProPhase Labs
$26,271$26,271 New Holding34,7000.0%Medical
Context Therapeutics Inc. stock logo
CNTX
Context Therapeutics
$10,500$10,500 New Holding10,0000.0%Medical
BRIACELL THERAPEUTICS CORP
$8,616$8,616 New Holding15,2500.0%COM
CEL-SCI Co. stock logo
CVM
CEL-SCI
$3,9990.0%10,0000.0%Medical
Chord Energy Co. stock logo
CHRD
Chord Energy
$0$2,913,768 -100.0%00.0%Oils/Energy
GRAYSCALE ETHEREUM MINI TR E
$0$1,592,078 -100.0%00.0%COM UNIT
PROSHARES TR
$0$361,700 -100.0%00.0%ULTRASHORT QQQ
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$0$245,522 -100.0%00.0%ETF
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$0$239,271 -100.0%00.0%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$0$233,854 -100.0%00.0%Oils/Energy
Southern Copper Co. stock logo
SCCO
Southern Copper
$0$217,319 -100.0%00.0%Basic Materials
EVERGY INC
$0$201,265 -100.0%00.0%COM
BIOVIE INC
$0$12,000 -100.0%00.0%CL A

Showing largest 100 holdings. View all holdings.
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