$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AUMN | Exit | GOLDEN MINERALS CO | $0 | – | -43,172 | -100.0% | -0.02% | – |
| WRN | Exit | WESTERN COPPER & GOLD CORP | $0 | – | -30,215 | -100.0% | -0.02% | – |
| FURY | Exit | FURY GOLD MINES LIMITED | $0 | – | -29,800 | -100.0% | -0.02% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -8,061 | -100.0% | -0.22% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -9,445 | -100.0% | -1.53% | – |
| GDXJ | Exit | VANECK VECTORS ETF TRjr gold miners e | $0 | – | -95,774 | -100.0% | -2.37% | – |
| EGO | Exit | ELDORADO GOLD CORP NEW | $0 | – | -403,864 | -100.0% | -2.45% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -23,111 | -100.0% | -2.80% | – |
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.