$218 Million is the total value of United Capital Management of KS, Inc.'s 89 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SILJ | New | ETF MANAGERS TRprime junir slvr | $9,744,000 | – | 675,227 | +100.0% | 4.48% | – |
PWR | New | QUANTA SVCS INC | $3,006,000 | – | 34,189 | +100.0% | 1.38% | – |
TTC | New | TORO CO | $2,996,000 | – | 29,121 | +100.0% | 1.38% | – |
VALE | New | VALE S Asponsored ads | $1,493,000 | – | 85,919 | +100.0% | 0.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-27
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.