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United Capital Management Of Ks, Inc. Top Holdings and 13F Report (2025)

About United Capital Management Of Ks, Inc.

Investment Activity

  • United Capital Management Of Ks, Inc. has $484.05 million in total holdings as of March 31, 2025.
  • United Capital Management Of Ks, Inc. owns shares of 92 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 12.19% of the portfolio was purchased this quarter.
  • About 20.45% of the portfolio was sold this quarter.
  • This quarter, United Capital Management Of Ks, Inc. has purchased 88 new stocks and bought additional shares in 48 stocks.
  • United Capital Management Of Ks, Inc. sold shares of 23 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

FIDELITY WISE ORIGIN BITCOIN
$40,824,551
PALANTIR TECHNOLOGIES INC
$33,147,087
Apple
$17,459,516
Tesla
$16,771,539

Largest New Holdings this Quarter

65339F101 - NextEra Energy
$9,992,442 Holding
670346105 - Nucor
$9,691,439 Holding
31613E103 - FIDELITY ETHEREUM FD
$8,217,373 Holding
05722G100 - Baker Hughes
$3,894,981 Holding
90353T100 - Uber Technologies
$1,463,830 Holding

Largest Purchases this Quarter

NextEra Energy
140,957 shares (about $9.99M)
Nucor
80,534 shares (about $9.69M)
FIDELITY ETHEREUM FD
450,267 shares (about $8.22M)
Intuitive Surgical
10,263 shares (about $5.08M)
Bank of America
111,111 shares (about $4.64M)

Largest Sales this Quarter

NVIDIA
90,454 shares (about $9.80M)
PALANTIR TECHNOLOGIES INC
83,729 shares (about $7.07M)
Caterpillar
17,618 shares (about $5.81M)
Visa
14,944 shares (about $5.24M)
Lowe's Companies
20,783 shares (about $4.85M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Capital Management Of Ks, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
FIDELITY WISE ORIGIN BITCOIN
$40,824,551$158,910 -0.4%567,2448.4%SHS
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$40,025,482$1,837,184 4.8%1,644,4328.3%ETF
PALANTIR TECHNOLOGIES INC
$33,147,087$7,066,728 -17.6%392,7386.8%CL A
Apple Inc. stock logo
AAPL
Apple
$17,459,516$88,852 -0.5%78,6003.6%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$16,771,539$350,643 2.1%64,7153.5%Auto/Tires/Trucks
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,848,087$662,485 4.4%83,2973.3%Retail/Wholesale
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$14,632,740$1,504,711 11.5%293,7713.0%ETF
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$14,536,143$496,495 3.5%179,2373.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$14,430,513$895,655 6.6%87,5673.0%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$11,720,505$381,844 3.4%99,7572.4%ETF
Valero Energy Co. stock logo
VLO
Valero Energy
$10,563,962$563,540 5.6%79,9882.2%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$10,167,960$4,956 0.0%12,3112.1%Medical
ARM HOLDINGS PLC
$10,060,686$377,930 3.9%94,2102.1%SPONSORED ADS
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$9,992,442$9,992,442 New Holding140,9572.1%Utilities
Nucor Co. stock logo
NUE
Nucor
$9,691,439$9,691,439 New Holding80,5342.0%Basic Materials
EOG Resources, Inc. stock logo
EOG
EOG Resources
$9,174,431$414,857 4.7%71,5411.9%Energy
Microsoft Co. stock logo
MSFT
Microsoft
$8,725,848$4,800,436 -35.5%23,2451.8%Computer and Technology
Strategy Incorporated stock logo
MSTR
Strategy
$8,426,420$70,626 0.8%29,2311.7%Computer and Technology
FIDELITY ETHEREUM FD
$8,217,373$8,217,373 New Holding450,2671.7%SHS
Walmart Inc. stock logo
WMT
Walmart
$7,834,551$65,228 -0.8%89,2421.6%Retail/Wholesale
Pilgrim's Pride Co. stock logo
PPC
Pilgrim's Pride
$7,750,831$163,639 2.2%142,1911.6%Consumer Staples
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$7,688,419$189,978 2.5%31,0001.6%Industrials
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,610,789$9,803,431 -56.3%70,2231.6%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$6,692,620$753,643 12.7%40,0061.4%Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$6,501,837$40,666 -0.6%6,8751.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,499,712$202,734 3.2%42,0311.3%Computer and Technology
Zscaler, Inc. stock logo
ZS
Zscaler
$6,466,309$299,217 4.9%32,5891.3%Computer and Technology
Mueller Industries, Inc. stock logo
MLI
Mueller Industries
$6,430,057$174,666 2.8%84,4501.3%Industrials
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$6,427,396$382,727 6.3%44,1171.3%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,362,503$179,656 2.9%52,2371.3%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$6,156,713$4,636,658 305.0%147,5371.3%Finance
CHENIERE ENERGY INC
$5,654,896$97,418 1.8%24,4381.2%COM NEW
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,458,371$5,082,956 1,354.0%11,0211.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$5,333,905$124,454 2.4%25,4581.1%Medical
Truist Financial Co. stock logo
TFC
Truist Financial
$5,169,263$139,128 2.8%125,6201.1%Finance
Snap-on Incorporated stock logo
SNA
Snap-on
$4,814,804$117,952 2.5%14,2871.0%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$4,740,192$190,204 -3.9%28,3111.0%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,435,717$5,810,295 -56.7%13,4500.9%Industrials
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$3,992,580$155,950 4.1%36,6360.8%Utilities
International Business Machines Co. stock logo
IBM
International Business Machines
$3,973,247$19,146 0.5%15,9790.8%Computer and Technology
Baker Hughes stock logo
BKR
Baker Hughes
$3,894,981$3,894,981 New Holding88,6230.8%Energy
Fortinet, Inc. stock logo
FTNT
Fortinet
$3,833,555$129,470 3.5%39,8250.8%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,250,756$218,530 -6.3%6,9320.7%Finance
Visa Inc. stock logo
V
Visa
$3,170,407$5,237,515 -62.3%9,0460.7%Business Services
NRG Energy, Inc. stock logo
NRG
NRG Energy
$3,150,288$330,770 -9.5%33,0010.7%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,584,639$113,499 -4.2%4,6000.5%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$2,473,727$1,968,287 -44.3%17,3940.5%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,464,262$4,847,128 -66.3%10,5660.5%Retail/Wholesale
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$2,133,241$92,488 4.5%12,3860.4%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$1,957,563$112,735 -5.4%31,7940.4%Computer and Technology
General Dynamics Co. stock logo
GD
General Dynamics
$1,809,116$3,649,579 -66.9%6,6370.4%Aerospace
Waste Management, Inc. stock logo
WM
Waste Management
$1,713,345$8,566 0.5%7,4010.4%Business Services
Ameren Co. stock logo
AEE
Ameren
$1,691,440$14,759 -0.9%16,8470.3%Utilities
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,518,565$51,151 3.5%9,8860.3%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,463,830$1,463,830 New Holding20,0910.3%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,419,613$178,820 14.4%16,3380.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,280,788$4,011 0.3%20,7550.3%Computer and Technology
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$1,188,225$17,335 1.5%63,5410.2%ETF
DOMINOS PIZZA INC
$1,042,305$29,400 2.9%2,2690.2%COM
Lemonade, Inc. stock logo
LMND
Lemonade
$689,008$689,008 New Holding21,9220.1%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$654,204$16,766 2.6%3,9410.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$620,456$7,989 1.3%1,1650.1%Finance
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$607,733$75,997 14.3%10,1560.1%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$599,414$599,414 New Holding1,0400.1%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$589,006$10,814 -1.8%4,1940.1%Manufacturing
The Southern Company stock logo
SO
Southern
$551,515$26,206 5.0%5,9980.1%Utilities
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$539,760$539,760 New Holding4,0000.1%Aerospace
Altria Group, Inc. stock logo
MO
Altria Group
$534,541$720 0.1%8,9060.1%Consumer Staples
Red Cat Holdings, Inc. stock logo
RCAT
Red Cat
$503,622$235,200 87.6%85,6500.1%Business Services
TEMPUS AI INC
$482,400$482,400 New Holding10,0000.1%CL A
Netflix, Inc. stock logo
NFLX
Netflix
$435,492$35,436 -7.5%4670.1%Consumer Discretionary
EQT Co. stock logo
EQT
EQT
$427,440$427,440 New Holding8,0000.1%Energy
MARA Holdings, Inc. stock logo
MARA
MARA
$414,311$41,400 11.1%36,0270.1%Business Services
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$404,5640.0%4,3600.1%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$372,060$98,303 -20.9%3,6410.1%ETF
Cummins Inc. stock logo
CMI
Cummins
$347,605$347,605 New Holding1,1090.1%Auto/Tires/Trucks
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$338,565$1,441 0.4%1,1750.1%Finance
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$317,781$317,781 New Holding10,7540.1%Medical
PROSHARES TR
$286,771$46,458 19.3%8,6170.1%ULTRA BITCOIN ET
ProShares Bitcoin ETF stock logo
BITO
ProShares Bitcoin ETF
$282,471$15,297 5.7%15,4190.1%ETF
CleanSpark, Inc. stock logo
CLSK
CleanSpark
$268,068$43,539 19.4%39,8910.1%Finance
CSHI
NEOS Enhanced Income Cash Alternative ETF
$254,378$254,378 New Holding5,1250.1%ETF
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$249,720$249,720 New Holding6,0000.1%Finance
AltC Acquisition Corp. stock logo
ALCC
AltC Acquisition
$216,387$216,387 New Holding10,0040.0%Energy
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$209,771$450,966 -68.3%6,7690.0%ETF
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$200,060$200,060 New Holding4,1670.0%Consumer Staples
ETF OPPORTUNITIES TRUST
$81,993$81,993 New Holding15,0170.0%T REX 2X LONG MS
GAMESQUARE HLDGS INC
$45,383$16,503 57.1%55,0000.0%COM
Snow Lake Resources Ltd. stock logo
LITM
Snow Lake Resources
$36,029$18,015 100.0%70,0000.0%Energy
Northern Dynasty Minerals Ltd. stock logo
NAK
Northern Dynasty Minerals
$21,181$21,181 New Holding18,4180.0%Basic Materials
ProPhase Labs, Inc. stock logo
PRPH
ProPhase Labs
$14,0290.0%34,7000.0%Medical
CEL-SCI Co. stock logo
CVM
CEL-SCI
$2,3040.0%10,0000.0%Medical
Grayscale Ethereum Trust (ETH) stock logo
ETHE
Grayscale Ethereum Trust (ETH)
$0$12,501,011 -100.0%00.0%Miscellaneous
Reliance, Inc. stock logo
RS
Reliance
$0$8,647,088 -100.0%00.0%Basic Materials
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$0$8,564,269 -100.0%00.0%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$0$6,385,998 -100.0%00.0%Construction
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$0$4,286,240 -100.0%00.0%Construction
Halliburton stock logo
HAL
Halliburton
$0$3,569,119 -100.0%00.0%Energy
Boise Cascade stock logo
BCC
Boise Cascade
$0$3,497,868 -100.0%00.0%Construction
Lennar Co. stock logo
LEN
Lennar
$0$3,118,918 -100.0%00.0%Construction

Showing largest 100 holdings. View all holdings.
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