$294 Million is the total value of United Capital Management of KS, Inc.'s 73 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,098 | -100.0% | -0.07% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -3,621 | -100.0% | -0.07% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,612 | -100.0% | -0.09% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,256 | -100.0% | -0.09% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -12,734 | -100.0% | -0.45% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -187,632 | -100.0% | -0.91% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -59,574 | -100.0% | -1.22% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -100,730 | -100.0% | -2.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
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.