$242 Million is the total value of United Capital Management of KS, Inc.'s 84 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $468,711 | +15.4% | 1 | 0.0% | 0.19% | +1.6% | |
| WRN | WESTERN COPPER & GOLD CORP | $31,543 | +37.1% | 17,721 | 0.0% | 0.01% | +18.2% | |
| NAK | NORTHERN DYNASTY MINERALS LT | $6,172 | -11.8% | 27,952 | 0.0% | 0.00% | 0.0% | |
| ANY | SPHERE 3D CORP NEW | $3,231 | -35.4% | 11,726 | 0.0% | 0.00% | -50.0% | |
| STATERA BIOPHARMA INC | $1,218 | -39.1% | 15,000 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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.