Filer Name: UNITED CAPITAL MANAGEMENT OF KS, INC.
CIK: 1753219
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 88
Portfolio Value: $0.55B

United Capital Management Of Ks, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FBTC US FIDELITY WISE ORIGIN BITCOIN 569,452 $46M 8.45% 1.8% -
SCHO US SCHWAB SHORT-TERM US TREAS 1,568,952 $38M 6.87% 111.1% -
PLTR US PALANTIR TECHNOLOGIES INC-A 476,467 $36M 6.56% 9.0% -
TSLA US TESLA INC 63,362 $26M 4.66% 0.5% -
NVDA US NVIDIA CORP 160,677 $22M 3.93% -3.9% -
AAPL US APPLE INC 79,000 $20M 3.60% 0.8% -
AMZN US AMAZON.COM INC 79,815 $18M 3.19% 6.0% -
XBI US SPDR S&P BIOTECH ETF 173,115 $16M 2.84% 1.5% -
MSFT US MICROSOFT CORP 36,033 $15M 2.76% 1.9% -
PANW US PALO ALTO NETWORKS INC 82,132 $15M 2.72% 104.0% -
XLF US FINANCIAL SELECT SECTOR SPDR 263,562 $13M 2.32% 100.0% -
ETHE US GRAYSCALE ETHEREUM TRUST ETF 446,146 $13M 2.27% -5.2% -
IWP US ISHARES RUSSELL MID-CAP GROW 96,507 $12M 2.23% 3232.4% -
CAT US CATERPILLAR INC 31,068 $11M 2.05% 2.2% -
ARM US ARM HOLDINGS PLC-ADR 90,671 $11M 2.04% 2.6% -
LLY US ELI LILLY & CO 12,317 $10M 1.73% 0.7% -
VLO US VALERO ENERGY CORP 75,721 $9M 1.69% 3.7% -
RS US RELIANCE INC 32,114 $9M 1.57% 4.5% -
DELL US DELL TECHNOLOGIES -C 74,317 $9M 1.56% 2.9% -
MSTR US MICROSTRATEGY INC-CL A 28,986 $8M 1.53% 28.2% -
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