Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 604,896 | +37,062 | $29,162 |
SCHO | 604,896 | +37,062 | $29,162 |
SUPER MICRO COMPUTER INC | 25,452 | -13,559 | $25,707 |
SMCI | 25,452 | -13,559 | $25,707 |
FIDELITY WISE ORIGIN BITCOIN | 349,399 | +349,399 | $21,684 |
FBTC | 349,399 | +349,399 | $21,684 |
NVIDIA CORPORATION | 20,259 | -6,688 | $18,306 |
NVDA | 20,259 | -6,688 | $18,306 |
MICROSOFT CORP | 37,106 | +180 | $15,611 |
MSFT | 37,106 | +180 | $15,611 |
APPLE INC | 90,808 | +1,790 | $15,572 |
AAPL | 90,808 | +1,790 | $15,572 |
AMAZON COM INC | 85,129 | +3,231 | $15,356 |
AMZN | 85,129 | +3,231 | $15,356 |
PALANTIR TECHNOLOGIES INC | 584,951 | +26,084 | $13,460 |
PLTR | 584,951 | +26,084 | $13,460 |
PROSHARES TR (BITO) | 409,545 | +409,545 | $13,228 |
BITO | 409,545 | +409,545 | $13,228 |
TESLA INC | 73,514 | +39,285 | $12,923 |
TSLA | 73,514 | +39,285 | $12,923 |
SPDR SER TR (XBI) | 132,238 | +28,190 | $12,548 |
XBI | 132,238 | +28,190 | $12,548 |
VALERO ENERGY CORP | 69,607 | +1,470 | $11,881 |
VLO | 69,607 | +1,470 | $11,881 |
CATERPILLAR INC | 28,821 | +1,128 | $10,561 |
CAT | 28,821 | +1,128 | $10,561 |
RELIANCE INC | 28,987 | +1,299 | $9,687 |
RS | 28,987 | +1,299 | $9,687 |
ELI LILLY & CO | 12,272 | -100 | $9,547 |
LLY | 12,272 | -100 | $9,547 |
APPLIED MATLS INC | 38,404 | +2,190 | $7,920 |
AMAT | 38,404 | +2,190 | $7,920 |
MARATHON PETE CORP | 38,466 | +1,160 | $7,751 |
MPC | 38,466 | +1,160 | $7,751 |
EOG RES INC | 60,415 | +5,289 | $7,723 |
EOG | 60,415 | +5,289 | $7,723 |
UNITED RENTALS INC | 10,076 | -613 | $7,266 |
URI | 10,076 | -613 | $7,266 |
LOWES COS INC | 27,938 | +528 | $7,117 |
LOW | 27,938 | +528 | $7,117 |
MOSAIC CO NEW | 214,445 | +116,683 | $6,961 |
MOS | 214,445 | +116,683 | $6,961 |
ADOBE INC | 12,932 | +1,162 | $6,525 |
ADBE | 12,932 | +1,162 | $6,525 |
DEERE & CO | 15,630 | +1,981 | $6,420 |
DE | 15,630 | +1,981 | $6,420 |
WALMART INC | 106,485 | +71,319 | $6,407 |
WMT | 106,485 | +71,319 | $6,407 |
GENERAL DYNAMICS CORP | 22,422 | +921 | $6,334 |
GD | 22,422 | +921 | $6,334 |
VISA INC | 22,013 | +1,504 | $6,143 |
V | 22,013 | +1,504 | $6,143 |
MUELLER INDS INC | 101,327 | +2,934 | $5,465 |
MLI | 101,327 | +2,934 | $5,465 |
AKAMAI TECHNOLOGIES INC | 49,493 | +49,493 | $5,383 |
AKAM | 49,493 | +49,493 | $5,383 |
COSTCO WHSL CORP NEW | 7,261 | -180 | $5,320 |
COST | 7,261 | -180 | $5,320 |
ABBVIE INC | 28,340 | -853 | $5,161 |
ABBV | 28,340 | -853 | $5,161 |
ZSCALER INC | 26,528 | +2,127 | $5,110 |
ZS | 26,528 | +2,127 | $5,110 |
ABBOTT LABS | 42,352 | +1,194 | $4,814 |
ABT | 42,352 | +1,194 | $4,814 |
PEPSICO INC | 26,708 | +1,457 | $4,674 |
PEP | 26,708 | +1,457 | $4,674 |
PALO ALTO NETWORKS INC | 15,914 | +107 | $4,522 |
PANW | 15,914 | +107 | $4,522 |
BROADCOM INC | 3,294 | -71 | $4,366 |
AVGO | 3,294 | -71 | $4,366 |
NORTHROP GRUMMAN CORP | 9,015 | +563 | $4,315 |
NOC | 9,015 | +563 | $4,315 |
BOISE CASCADE CO DEL | 27,798 | +1,014 | $4,263 |
BCC | 27,798 | +1,014 | $4,263 |
INVESCO QQQ TR | 9,591 | -1,069 | $4,259 |
QQQ | 9,591 | -1,069 | $4,259 |
TRUIST FINL CORP | 107,839 | +3,934 | $4,204 |
TFC | 107,839 | +3,934 | $4,204 |
CENCORA INC | 17,166 | +17,166 | $4,171 |
COR | 17,166 | +17,166 | $4,171 |
CHEVRON CORP NEW | 25,763 | +5,214 | $4,064 |
CVX | 25,763 | +5,214 | $4,064 |
COHEN & STEERS INFRASTRUCTUR | 166,502 | +10,584 | $3,924 |
UTF | 166,502 | +10,584 | $3,924 |
MONDELEZ INTL INC | 53,094 | +5,568 | $3,717 |
MDLZ | 53,094 | +5,568 | $3,717 |
CHORD ENERGY CORPORATION | 20,724 | +20,724 | $3,694 |
CHRD | 20,724 | +20,724 | $3,694 |
ISHARES TR (IVV) | 6,655 | -1,371 | $3,499 |
IVV | 6,655 | -1,371 | $3,499 |
ADVANCED MICRO DEVICES INC | 18,119 | +660 | $3,270 |
AMD | 18,119 | +660 | $3,270 |
CHENIERE ENERGY INC | 19,801 | +1,604 | $3,194 |
LNG | 19,801 | +1,604 | $3,194 |
INTERNATIONAL BUSINESS MACHS | 15,899 | +42 | $3,036 |
IBM | 15,899 | +42 | $3,036 |
NRG ENERGY INC | 42,869 | -3,663 | $2,902 |
NRG | 42,869 | -3,663 | $2,902 |
FORTINET INC | 40,916 | +1,418 | $2,795 |
FTNT | 40,916 | +1,418 | $2,795 |
See Full List: All Stocks Held By United Capital Management of KS Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By United Capital Management of KS Inc.
Size ($ in 1000's)
At 03/31/2024: $436,730 At 12/31/2023: $330,388 United Capital Management of KS Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from United Capital Management of KS Inc. 13F filings. Link to 13F filings: SEC filings |