$214 Million is the total value of United Capital Management of KS, Inc.'s 86 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -778 | -100.0% | -0.10% | – |
T | Exit | AT&T INC | $0 | – | -9,974 | -100.0% | -0.10% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,219 | -100.0% | -0.10% | – |
SHOP | Exit | SHOPIFY INCcl a | $0 | – | -7,550 | -100.0% | -0.11% | – |
ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,546 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-31
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.