$219 Million is the total value of United Capital Management of KS, Inc.'s 93 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | AMAZON COM INC | $6,257,000 | – | 1,921 | +100.0% | 2.86% | – | |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $6,179,000 | – | 29,169 | +100.0% | 2.82% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $5,758,000 | – | 244,511 | +100.0% | 2.63% | – |
DPZ | New | DOMINOS PIZZA INC | $805,000 | – | 2,099 | +100.0% | 0.37% | – |
PZZA | New | PAPA JOHNS INTL INC | $763,000 | – | 8,989 | +100.0% | 0.35% | – |
SPSB | New | SPDR SER TRportfolio short | $307,000 | – | 9,776 | +100.0% | 0.14% | – |
MAIN | New | MAIN STR CAP CORP | $301,000 | – | 9,338 | +100.0% | 0.14% | – |
IWM | New | ISHARES TRrussell 2000 etf | $202,000 | – | 1,029 | +100.0% | 0.09% | – |
FURY | New | FURY GOLD MINES LIMITED | $43,000 | – | 29,800 | +100.0% | 0.02% | – |
WRN | New | WESTERN COPPER & GOLD CORP | $37,000 | – | 30,215 | +100.0% | 0.02% | – |
AUMN | New | GOLDEN MINERALS CO | $33,000 | – | 43,172 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 21 | Q3 2023 | 6.6% |
MICROSOFT CORP | 21 | Q3 2023 | 4.2% |
ISHS CORE S&P 500 ETF | 21 | Q3 2023 | 6.2% |
INV QQQ ETF | 21 | Q3 2023 | 3.7% |
SCHWAB S/T US TRSY ETF | 21 | Q3 2023 | 9.6% |
NVIDIA CORPORATION | 21 | Q3 2023 | 4.2% |
SPDR S&P BIOTECH ETF | 21 | Q3 2023 | 3.0% |
VISA INC CL A | 21 | Q3 2023 | 2.9% |
PEPSICO INC | 21 | Q3 2023 | 2.5% |
JOHNSON & JOHNSON | 21 | Q3 2023 | 2.1% |
View United Capital Management of KS, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-18 |
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.