| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WRN | Exit | WESTERN COPPER & GOLD CORP | $0 | – | -15,466 | -100.0% | -0.01% | – |
| RIOT | Exit | RIOT PLATFORMS INC | $0 | – | -21,914 | -100.0% | -0.07% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -769 | -100.0% | -0.08% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,200 | -100.0% | -0.09% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -3,592 | -100.0% | -0.09% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -5,938 | -100.0% | -0.13% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,131 | -100.0% | -0.14% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,058 | -100.0% | -0.14% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,329 | -100.0% | -0.14% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -6,985 | -100.0% | -0.14% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -4,594 | -100.0% | -0.14% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -16,306 | -100.0% | -0.15% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -5,281 | -100.0% | -0.19% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -7,602 | -100.0% | -0.19% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -6,831 | -100.0% | -0.21% | – |
| PZZA | Exit | PAPA JOHNS INTL INC | $0 | – | -9,428 | -100.0% | -0.22% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -14,410 | -100.0% | -0.26% | – |
| DPZ | Exit | DOMINOS PIZZA INC | $0 | – | -2,082 | -100.0% | -0.27% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -8,495 | -100.0% | -0.32% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -7,735 | -100.0% | -0.40% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -15,964 | -100.0% | -0.41% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -90,390 | -100.0% | -0.41% | – |
| FPEI | Exit | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $0 | – | -91,656 | -100.0% | -0.53% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -16,149 | -100.0% | -0.56% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -31,207 | -100.0% | -0.58% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -49,593 | -100.0% | -0.65% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -23,995 | -100.0% | -0.66% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -15,079 | -100.0% | -0.72% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -38,066 | -100.0% | -0.76% | – |
| MLI | Exit | MUELLER INDS INC | $0 | – | -36,572 | -100.0% | -0.94% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -16,840 | -100.0% | -0.95% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -12,353 | -100.0% | -0.97% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -3,456 | -100.0% | -0.98% | – |
| UTF | Exit | COHEN & STEERS INFRASTRUCTUR | $0 | – | -146,922 | -100.0% | -0.98% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -102,965 | -100.0% | -1.00% | – |
| ABC | Exit | CENCORA INC | $0 | – | -16,667 | -100.0% | -1.02% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -14,357 | -100.0% | -1.08% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -18,952 | -100.0% | -1.09% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -46,726 | -100.0% | -1.10% | – |
| MOS | Exit | MOSAIC CO NEW | $0 | – | -91,865 | -100.0% | -1.11% | – |
| ASO | Exit | ACADEMY SPORTS & OUTDOORS IN | $0 | – | -73,201 | -100.0% | -1.18% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -8,371 | -100.0% | -1.22% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -24,068 | -100.0% | -1.27% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -38,899 | -100.0% | -1.28% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -16,436 | -100.0% | -1.31% | – |
| PII | Exit | POLARIS INC | $0 | – | -37,063 | -100.0% | -1.31% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -23,863 | -100.0% | -1.38% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -28,186 | -100.0% | -1.43% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -11,776 | -100.0% | -1.44% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -7,516 | -100.0% | -1.44% | – |
| V | Exit | VISA INC | $0 | – | -20,313 | -100.0% | -1.59% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -29,997 | -100.0% | -1.59% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -10,840 | -100.0% | -1.64% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -35,891 | -100.0% | -1.69% | – |
| DE | Exit | DEERE & CO | $0 | – | -13,661 | -100.0% | -1.75% | – |
| WMT | Exit | WALMART INC | $0 | – | -34,194 | -100.0% | -1.86% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -37,794 | -100.0% | -1.95% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -27,730 | -100.0% | -1.96% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -11,702 | -100.0% | -2.03% | – |
| EOG | Exit | EOG RES INC | $0 | – | -52,723 | -100.0% | -2.27% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -12,740 | -100.0% | -2.33% | – |
| RS | Exit | RELIANCE STEEL & ALUMINUM CO | $0 | – | -26,668 | -100.0% | -2.38% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -26,392 | -100.0% | -2.45% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -102,217 | -100.0% | -2.54% | – |
| TSLA | Exit | TESLA INC | $0 | – | -32,084 | -100.0% | -2.73% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -559,712 | -100.0% | -3.05% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -66,500 | -100.0% | -3.21% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -77,402 | -100.0% | -3.35% | – |
| SMCI | Exit | SUPER MICRO COMPUTER INC | $0 | – | -38,533 | -100.0% | -3.60% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -37,138 | -100.0% | -3.99% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -27,639 | -100.0% | -4.09% | – |
| AAPL | Exit | APPLE INC | $0 | – | -89,490 | -100.0% | -5.21% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -589,658 | -100.0% | -9.61% | – |
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.