$268 Million is the total value of United Capital Management of KS, Inc.'s 83 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SMCI | New | SUPER MICRO COMPUTER INC | $9,321,527 | – | 87,485 | +100.0% | 3.47% | – |
| MOS | New | MOSAIC CO NEW | $3,537,532 | – | 77,104 | +100.0% | 1.32% | – |
| CVX | New | CHEVRON CORP NEW | $2,749,876 | – | 16,854 | +100.0% | 1.02% | – |
| GD | New | GENERAL DYNAMICS CORP | $2,711,363 | – | 11,881 | +100.0% | 1.01% | – |
| COIN | New | COINBASE GLOBAL INC | $368,527 | – | 5,454 | +100.0% | 0.14% | – |
| XOM | New | EXXON MOBIL CORP | $264,829 | – | 2,415 | +100.0% | 0.10% | – |
| BAC | New | BANK AMERICA CORP | $254,920 | – | 8,913 | +100.0% | 0.10% | – |
| RIOT | New | RIOT PLATFORMS INC | $118,182 | – | 11,830 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-27
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.