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 $637.96 million in total holdings as of June 30, 2025.
United Capital Management Of Ks, Inc. owns shares of 108 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 16.88% of the portfolio was purchased this quarter.
About 5.55% of the portfolio was sold this quarter.
This quarter, United Capital Management Of Ks, Inc. has purchased 92 new stocks and bought additional shares in 48 stocks.
United Capital Management Of Ks, Inc. sold shares of 32 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

FIDELITY WISE ORIGIN BITCOIN: $53,335,565
PALANTIR TECHNOLOGIES INC: $51,343,292
Schwab Short-Term U.S. Treasury ETF: $25,759,179
iShares 7-10 Year Treasury Bond ETF: $21,399,481
Tesla: $21,173,310

Largest New Holdings this Quarter

464287440 - iShares 7-10 Year Treasury Bond ETF: $21,399,481 Holding
44951W106 - IES: $13,589,255 Holding
21037T109 - Constellation Energy: $13,180,873 Holding
773121108 - ROCKET LAB CORP: $8,570,242 Holding
92206C771 - Vanguard Mortgage-Backed Securities ETF: $7,981,722 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF: 223,447 shares (about $21.40M)
IES: 45,874 shares (about $13.59M)
Constellation Energy: 40,838 shares (about $13.18M)
Hims & Hers Health: 178,520 shares (about $8.90M)
ROCKET LAB CORP: 239,593 shares (about $8.57M)

Largest Sales this Quarter

Schwab Short-Term U.S. Treasury ETF: 587,862 shares (about $14.33M)
PALANTIR TECHNOLOGIES INC: 16,100 shares (about $2.19M)
Lowe's Companies: 6,781 shares (about $1.50M)
Kimberly-Clark: 8,872 shares (about $1.14M)
General Dynamics: 3,390 shares (about $988.70K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FIDELITY WISE ORIGIN BITCOIN	$53,335,565	$20,302 ▲	0.0%	567,460	8.4%	SHS
PALANTIR TECHNOLOGIES INC	$51,343,292	$2,194,752 ▼	-4.1%	376,638	8.0%	CL A
SCHO Schwab Short-Term U.S. Treasury ETF	$25,759,179	$14,332,077 ▼	-35.7%	1,056,570	4.0%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$21,399,481	$21,399,481 ▲	New Holding	223,447	3.4%	ETF
TSLA Tesla	$21,173,310	$615,943 ▲	3.0%	66,654	3.3%	Auto/Tires/Trucks
AMZN Amazon.com	$18,042,853	$231,676 ▼	-1.3%	82,241	2.8%	Retail/Wholesale
PANW Palo Alto Networks	$17,804,089	$115,622 ▼	-0.6%	87,002	2.8%	Computer and Technology
ARM HOLDINGS PLC	$16,829,209	$1,591,683 ▲	10.4%	104,051	2.6%	SPONSORED ADS
AAPL Apple	$16,391,878	$265,490 ▲	1.6%	79,894	2.6%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$15,471,947	$87,144 ▲	0.6%	295,435	2.4%	ETF
XBI SPDR S&P Biotech ETF	$15,287,883	$423,772 ▲	2.9%	184,347	2.4%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$13,956,323	$122,038 ▲	0.9%	100,637	2.2%	ETF
IESC IES	$13,589,255	$13,589,255 ▲	New Holding	45,874	2.1%	Computer and Technology
CEG Constellation Energy	$13,180,873	$13,180,873 ▲	New Holding	40,838	2.1%	Energy
NVDA NVIDIA	$12,505,667	$1,411,163 ▲	12.7%	79,155	2.0%	Computer and Technology
MSTR MicroStrategy	$11,831,408	$15,361 ▲	0.1%	29,269	1.9%	Computer and Technology
FIDELITY ETHEREUM FD	$11,706,919	$373,699 ▲	3.3%	465,114	1.8%	SHS
MSFT Microsoft	$11,693,960	$131,812 ▲	1.1%	23,510	1.8%	Computer and Technology
VLO Valero Energy	$11,160,891	$408,906 ▲	3.8%	83,030	1.7%	Energy
NUE Nucor	$10,656,499	$224,105 ▲	2.1%	82,264	1.7%	Basic Materials
ZS Zscaler	$10,282,163	$51,172 ▲	0.5%	32,752	1.6%	Computer and Technology
NEE NextEra Energy	$10,089,857	$304,615 ▲	3.1%	145,345	1.6%	Utilities
LLY Eli Lilly and Company	$9,598,733	$1,559 ▲	0.0%	12,313	1.5%	Medical
HIMS Hims & Hers Health	$9,435,309	$8,899,222 ▲	1,660.0%	189,274	1.5%	Medical
WMT Walmart	$8,642,735	$83,308 ▼	-1.0%	88,390	1.4%	Retail/Wholesale
ROCKET LAB CORP	$8,570,242	$8,570,242 ▲	New Holding	239,593	1.3%	COM
VMBS Vanguard Mortgage-Backed Securities ETF	$7,981,722	$7,981,722 ▲	New Holding	172,243	1.3%	ETF
GOOGL Alphabet	$7,976,105	$569,042 ▲	7.7%	45,260	1.3%	Computer and Technology
ITW Illinois Tool Works	$7,786,236	$121,401 ▲	1.6%	31,491	1.2%	Industrials
MPC Marathon Petroleum	$7,565,338	$237,040 ▲	3.2%	45,544	1.2%	Energy
AVGO Broadcom	$7,222,295	$581,621 ▼	-7.5%	26,201	1.1%	Computer and Technology
BAC Bank of America	$7,081,182	$99,750 ▲	1.4%	149,645	1.1%	Finance
MLI Mueller Industries	$6,889,103	$177,854 ▲	2.7%	86,688	1.1%	Industrials
COST Costco Wholesale	$6,699,855	$105,923 ▼	-1.6%	6,768	1.1%	Retail/Wholesale
SCCO Southern Copper	$6,652,422	$6,652,422 ▲	New Holding	65,755	1.0%	Basic Materials
NEM Newmont	$6,550,093	$6,550,093 ▲	New Holding	112,429	1.0%	Basic Materials
TJX TJX Companies	$6,509,665	$58,905 ▲	0.9%	52,714	1.0%	Retail/Wholesale
PPC Pilgrim's Pride	$6,483,687	$87,936 ▲	1.4%	144,146	1.0%	Consumer Staples
ISRG Intuitive Surgical	$6,391,588	$402,667 ▲	6.7%	11,762	1.0%	Medical
CVX Chevron	$6,015,475	$286,956 ▲	5.0%	42,010	0.9%	Energy
CHENIERE ENERGY INC	$5,999,440	$48,218 ▲	0.8%	24,636	0.9%	COM NEW
TFC Truist Financial	$5,550,241	$149,821 ▲	2.8%	129,105	0.9%	Finance
NRG NRG Energy	$4,902,224	$397,117 ▼	-7.5%	30,528	0.8%	Utilities
ABBV AbbVie	$4,788,827	$63,297 ▲	1.3%	25,799	0.8%	Medical
IBM International Business Machines	$4,714,764	$4,422 ▲	0.1%	15,994	0.7%	Computer and Technology
SNA Snap-On	$4,547,184	$101,443 ▲	2.3%	14,613	0.7%	Consumer Discretionary
COIN Coinbase Global	$4,490,828	$149,659 ▲	3.4%	12,813	0.7%	Finance
CAT Caterpillar	$4,419,737	$801,648 ▼	-15.4%	11,385	0.7%	Industrials
FTNT Fortinet	$4,047,702	$162,597 ▼	-3.9%	38,287	0.6%	Computer and Technology
ASTERA LABS INC	$3,915,005	$3,915,005 ▲	New Holding	43,298	0.6%	COM
WEC WEC Energy Group	$3,887,102	$69,606 ▲	1.8%	37,304	0.6%	Utilities
QQQ Invesco QQQ	$3,729,982	$93,774 ▼	-2.5%	6,762	0.6%	Finance
BKR Baker Hughes	$3,304,065	$93,741 ▼	-2.8%	86,178	0.5%	Energy
V Visa	$2,971,646	$240,004 ▼	-7.5%	8,370	0.5%	Business Services
IVV iShares Core S&P 500 ETF	$2,749,794	$106,167 ▼	-3.7%	4,429	0.4%	ETF
MRVL Marvell Technology	$2,574,627	$113,778 ▲	4.6%	33,264	0.4%	Computer and Technology
MU Micron Technology	$2,206,275	$192,638 ▲	9.6%	17,901	0.3%	Computer and Technology
UBER Uber Technologies	$1,967,884	$93,393 ▲	5.0%	21,092	0.3%	Computer and Technology
QCOM QUALCOMM	$1,643,970	$69,594 ▲	4.4%	10,323	0.3%	Computer and Technology
WM Waste Management	$1,631,554	$62,013 ▼	-3.7%	7,130	0.3%	Business Services
AEE Ameren	$1,527,028	$90,949 ▼	-5.6%	15,900	0.2%	Utilities
CSCO Cisco Systems	$1,476,098	$36,146 ▲	2.5%	21,276	0.2%	Computer and Technology
KMB Kimberly-Clark	$1,098,620	$1,143,741 ▼	-51.0%	8,522	0.2%	Consumer Staples
LMND Lemonade	$1,029,710	$69,307 ▲	7.2%	23,504	0.2%	Finance
NFLX Netflix	$992,295	$366,921 ▲	58.7%	741	0.2%	Consumer Discretionary
SANM Sanmina	$978,300	$978,300 ▲	New Holding	10,000	0.2%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$961,808	$69,299 ▲	7.8%	4,247	0.2%	Computer and Technology
DOMINOS PIZZA INC	$952,658	$69,850 ▼	-6.8%	2,114	0.1%	COM
GD General Dynamics	$946,989	$988,695 ▼	-51.1%	3,247	0.1%	Aerospace
FPEI First Trust Institutional Preferred Securities and Income ETF	$929,116	$277,518 ▼	-23.0%	48,927	0.1%	ETF
EQT EQT	$874,800	$408,240 ▲	87.5%	15,000	0.1%	Energy
LOW Lowe's Companies	$839,694	$1,504,350 ▼	-64.2%	3,785	0.1%	Retail/Wholesale
HII Huntington Ingalls Industries	$724,380	$724,380 ▲	New Holding	3,000	0.1%	Aerospace
IYW iShares U.S. Technology ETF	$715,213	$11,435 ▼	-1.6%	4,128	0.1%	Manufacturing
FANG Diamondback Energy	$703,749	$703,749 ▲	New Holding	5,122	0.1%	Energy
DHI D.R. Horton	$644,600	$644,600 ▲	New Holding	5,000	0.1%	Construction
MARA Marathon Digital	$613,355	$48,451 ▲	8.6%	39,117	0.1%	Finance
BRK.B Berkshire Hathaway	$565,922		0.0%	1,165	0.1%	Finance
SO Southern	$563,068	$12,304 ▲	2.2%	6,132	0.1%	Utilities
CLSK Cleanspark	$521,057	$81,059 ▲	18.4%	47,240	0.1%	Finance
MO Altria Group	$519,157	$2,990 ▼	-0.6%	8,855	0.1%	Consumer Staples
VRT Vertiv	$513,640	$513,640 ▲	New Holding	4,000	0.1%	Computer and Technology
TEMPUS AI INC	$508,320	$127,080 ▼	-20.0%	8,000	0.1%	CL A
AMD Advanced Micro Devices	$498,779	$498,779 ▲	New Holding	3,515	0.1%	Computer and Technology
SUPER MICRO COMPUTER INC	$492,207	$492,207 ▲	New Holding	10,043	0.1%	COM NEW
VONG Vanguard Russell 1000 Growth ETF	$476,112		0.0%	4,360	0.1%	ETF
ALCC AltC Acquisition	$448,816	$111,308 ▼	-19.9%	8,016	0.1%	Energy
PROSHARES TR	$445,720	$207 ▼	0.0%	8,613	0.1%	ULTRA BITCOIN ET
TPR Tapestry	$439,050	$439,050 ▲	New Holding	5,000	0.1%	Retail/Wholesale
RGTI Rigetti Computing	$430,743	$430,743 ▲	New Holding	36,319	0.1%	Computer and Technology
RCAT Red Cat	$405,132	$218,400 ▼	-35.0%	55,650	0.1%	Business Services
CMI Cummins	$369,111	$5,895 ▲	1.6%	1,127	0.1%	Auto/Tires/Trucks
NOBL ProShares S&P 500 Aristocrats ETF	$362,420	$4,229 ▼	-1.2%	3,599	0.1%	ETF
MAIN Main Street Capital	$361,804	$361,804 ▲	New Holding	6,122	0.1%	Finance
GLD SPDR Gold Shares	$354,517	$3,658 ▼	-1.0%	1,163	0.1%	Finance
ACHR Archer Aviation	$338,292	$338,292 ▲	New Holding	31,179	0.1%	Aerospace
BITO ProShares Bitcoin ETF	$291,860	$39,792 ▼	-12.0%	13,569	0.0%	ETF
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF	$248,199	$6,664 ▼	-2.6%	4,991	0.0%	ETF
SOUN SoundHound AI	$231,414	$231,414 ▲	New Holding	21,567	0.0%	Computer and Technology
SLV iShares Silver Trust	$222,386	$295 ▲	0.1%	6,778	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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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

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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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

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

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

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools