| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 24 | Q2 2024 | 6.6% |
| MICROSOFT CORP | 24 | Q2 2024 | 4.2% |
| SCHWAB S/T US TRSY ETF | 24 | Q2 2024 | 9.6% |
| ISHS CORE S&P 500 ETF | 24 | Q2 2024 | 6.2% |
| NVIDIA CORPORATION | 24 | Q2 2024 | 5.4% |
| INV QQQ ETF | 24 | Q2 2024 | 3.7% |
| SPDR S&P BIOTECH ETF | 24 | Q2 2024 | 3.0% |
| VISA INC CL A | 24 | Q2 2024 | 2.9% |
| WALMART INC | 24 | Q2 2024 | 1.9% |
| LOWES COS INC | 24 | Q2 2024 | 2.6% |
View United Capital Management of KS, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-04 |
View United Capital Management of KS, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.