United Capital Management of KS
Latest statistics and disclosures from United Capital Management of KS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VLO, RS, EOG, and represent 18.81% of United Capital Management of KS's stock portfolio.
- Added to shares of these 10 stocks: AMZN, LOW, TSLA, FTNT, DE, VLO, AMAT, CLR, ITW, BRK.A.
- Started 3 new stock positions in ANY, BRK.A, STAB.
- Reduced shares in these 10 stocks: GDX, OKTA, PYPL, ABBV, COIN, , NFLX, LAC, SQ, .
- Sold out of its positions in CSCO, COIN, ISRG, HDV, LAC, MAIN, NFLX, OKTA, GDX.
- United Capital Management of KS was a net buyer of stock by $4.7M.
- United Capital Management of KS has $213M in assets under management (AUM), dropping by -17.47%.
- Central Index Key (CIK): 0001753219
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Portfolio Holdings for United Capital Management of KS
United Capital Management of KS holds 85 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $12M | 88k | 136.72 | ||
| Microsoft Corporation (MSFT) | 4.0 | $8.5M | 33k | 256.84 | ||
| Valero Energy Corporation (VLO) | 3.3 | $6.9M | +17% | 65k | 106.28 | |
| Reliance Steel & Aluminum (RS) | 3.1 | $6.6M | 39k | 169.87 | ||
| EOG Resources (EOG) | 2.8 | $5.9M | 54k | 110.45 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $5.8M | +2% | 2.7k | 2179.35 | |
| Spdr Ser Tr S&p Biotech (XBI) | 2.4 | $5.2M | 70k | 74.27 | ||
| Lowe's Companies (LOW) | 2.4 | $5.1M | +119% | 29k | 174.68 | |
| Amazon (AMZN) | 2.3 | $4.9M | +1942% | 46k | 106.21 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.3 | $4.8M | +2% | 28k | 168.56 | |
| Bristol Myers Squibb (BMY) | 2.2 | $4.6M | -2% | 60k | 76.99 | |
| UnitedHealth (UNH) | 2.1 | $4.6M | -2% | 8.9k | 513.61 | |
| Target Corporation (TGT) | 2.1 | $4.5M | +2% | 32k | 141.24 | |
| NVIDIA Corporation (NVDA) | 2.1 | $4.5M | 30k | 151.58 | ||
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| Quanta Services (PWR) | 2.1 | $4.5M | -4% | 36k | 125.35 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $4.4M | -3% | 16k | 280.28 | |
| Johnson & Johnson (JNJ) | 2.1 | $4.4M | 25k | 177.50 | ||
| Deere & Company (DE) | 2.0 | $4.3M | +37% | 14k | 299.44 | |
| Visa Com Cl A (V) | 1.9 | $4.0M | 20k | 196.88 | ||
| Ishares Tr Core S&p 500 Etf (IVV) | 1.9 | $3.9M | -3% | 10k | 379.11 | |
| Abbott Laboratories (ABT) | 1.8 | $3.9M | +2% | 36k | 108.66 | |
| Wal-Mart Stores (WMT) | 1.7 | $3.6M | +3% | 30k | 121.57 | |
| Pepsi (PEP) | 1.7 | $3.6M | 22k | 166.66 | ||
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 1.7 | $3.6M | +3% | 203k | 17.72 | |
| Costco Wholesale Corporation (COST) | 1.7 | $3.5M | 7.4k | 479.28 | ||
| Palantir Technologies Cl A (PLTR) | 1.6 | $3.5M | +4% | 387k | 9.07 | |
| Meta Platforms Cl A (META) | 1.6 | $3.5M | +2% | 22k | 161.24 | |
| Nrg Energy Com New (NRG) | 1.6 | $3.5M | 91k | 38.17 | ||
| Nextera Energy (NEE) | 1.5 | $3.3M | 42k | 77.46 | ||
| Abbvie (ABBV) | 1.5 | $3.2M | -21% | 21k | 153.16 | |
| Tesla Motors (TSLA) | 1.5 | $3.2M | +422% | 4.8k | 673.44 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $3.2M | 8.7k | 366.04 | ||
| Palo Alto Networks (PANW) | 1.5 | $3.1M | -4% | 6.3k | 493.90 | |
| Cohen & Steers infrastucture Fund (UTF) | 1.4 | $3.1M | +3% | 121k | 25.31 | |
| United Rentals (URI) | 1.4 | $3.0M | 12k | 242.92 | ||
| Zscaler Incorporated (ZS) | 1.4 | $3.0M | 20k | 149.54 | ||
| AmerisourceBergen (ABC) | 1.4 | $2.9M | 21k | 141.49 | ||
| Mondelez Intl Cl A (MDLZ) | 1.4 | $2.9M | 47k | 62.09 | ||
| Applied Materials (AMAT) | 1.4 | $2.9M | +38% | 32k | 90.98 | |
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.2 | $2.5M | -7% | 28k | 88.53 | |
| Illinois Tool Works (ITW) | 1.2 | $2.5M | +21% | 14k | 182.23 | |
| Fortinet (FTNT) | 1.1 | $2.4M | +384% | 43k | 56.58 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 1.1 | $2.4M | -7% | 80k | 29.73 | |
| Truist Financial Corp equities (TFC) | 1.1 | $2.3M | +6% | 49k | 47.43 | |
| Wec Energy Group (WEC) | 1.0 | $2.1M | 21k | 100.66 | ||
| International Business Machines (IBM) | 1.0 | $2.1M | 15k | 141.20 | ||
| Eli Lilly & Co. (LLY) | 0.9 | $1.9M | -9% | 6.0k | 324.16 | |
| Continental Resources (CLR) | 0.8 | $1.8M | +63% | 27k | 65.35 | |
| Broadcom (AVGO) | 0.7 | $1.5M | 3.1k | 485.76 | ||
| Vale S A Sponsored Ads (VALE) | 0.7 | $1.4M | -2% | 95k | 14.63 | |
| Ameren Corporation (AEE) | 0.6 | $1.3M | 14k | 90.34 | ||
| Waste Management (WM) | 0.6 | $1.2M | 8.2k | 152.99 | ||
| Marvell Technology (MRVL) | 0.6 | $1.2M | 28k | 43.51 | ||
| Skyworks Solutions (SWKS) | 0.5 | $1.0M | +2% | 11k | 92.61 | |
| Paypal Holdings (PYPL) | 0.5 | $995k | -46% | 14k | 69.81 | |
| Qualcomm (QCOM) | 0.5 | $985k | 7.7k | 127.77 | ||
| Block Cl A (SQ) | 0.5 | $980k | -25% | 16k | 61.48 | |
| Domino's Pizza (DPZ) | 0.4 | $836k | 2.1k | 389.56 | ||
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.4 | $823k | 9.6k | 85.37 | ||
| Lennar Corp Cl A (LEN) | 0.4 | $769k | 11k | 70.54 | ||
| Papa John's Int'l (PZZA) | 0.3 | $706k | 8.5k | 83.53 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $591k | -6% | 7.4k | 79.96 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $562k | -11% | 7.1k | 79.27 | |
| Southern Company (SO) | 0.2 | $528k | 7.4k | 71.27 | ||
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $506k | -17% | 8.5k | 59.42 | |
| UMB Financial Corporation (UMBF) | 0.2 | $485k | 5.6k | 86.10 | ||
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $473k | 9.6k | 49.14 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $424k | -2% | 1.5k | 277.31 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $409k | NEW | 1.00 | 409000.00 | |
| American Electric Power Company (AEP) | 0.2 | $395k | -7% | 4.1k | 95.97 | |
| Merck & Co (MRK) | 0.2 | $348k | -9% | 3.8k | 91.27 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $325k | -19% | 1.9k | 168.22 | |
| Evergy (EVRG) | 0.1 | $270k | -3% | 4.1k | 65.34 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $259k | -2% | 948.00 | 273.21 | |
| Consolidated Edison (ED) | 0.1 | $242k | -9% | 2.5k | 95.05 | |
| Shopify Cl A (SHOP) | 0.1 | $236k | +1005% | 7.6k | 31.26 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $213k | 2.2k | 95.99 | ||
| At&t (T) | 0.1 | $209k | -15% | 10k | 20.95 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $209k | -2% | 778.00 | 268.64 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $189k | -24% | 10k | 18.63 | |
| Sorrento Therapeutics Com New (SRNE) | 0.0 | $46k | -21% | 23k | 2.00 | |
| Western Copper And Gold Cor (WRN) | 0.0 | $23k | 17k | 1.33 | ||
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $7.0k | 28k | 0.25 | ||
| Sphere 3d Corp (ANY) | 0.0 | $6.0k | NEW | 12k | 0.51 | |
| Statera Biopharma (STAB) | 0.0 | $4.0k | NEW | 15k | 0.27 | |
Past Filings by United Capital Management of KS
SEC 13F filings are viewable for United Capital Management of KS going back to 2018
- United Capital Management of KS 2022 Q2 filed Aug. 4, 2022
- United Capital Management of KS 2022 Q1 filed April 26, 2022
- United Capital Management of KS 2021 Q4 filed Jan. 18, 2022
- United Capital Management of KS 2021 Q3 filed Oct. 27, 2021
- United Capital Management of KS 2021 Q2 filed July 26, 2021
- United Capital Management of KS 2021 Q1 filed April 27, 2021
- United Capital Management of KS 2020 Q4 filed Jan. 21, 2021
- United Capital Management of KS 2020 Q3 filed Oct. 19, 2020
- United Capital Management of KS 2020 Q2 filed July 17, 2020
- United Capital Management of KS 2020 Q1 filed May 4, 2020
- United Capital Management of KS 2019 Q4 filed Jan. 24, 2020
- United Capital Management of KS 2019 Q3 filed Oct. 15, 2019
- United Capital Management of KS 2019 Q2 filed July 25, 2019
- United Capital Management of KS 2019 Q1 filed May 1, 2019
- United Capital Management of KS 2018 Q4 filed Jan. 10, 2019
- United Capital Management of KS 2018 Q3 filed Oct. 9, 2018