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 |
COINBASE GLOBAL INC | 10,460 | +1,501 | $2,773 |
COIN | 10,460 | +1,501 | $2,773 |
WEC ENERGY GROUP INC | 30,773 | +2,952 | $2,527 |
WEC | 30,773 | +2,952 | $2,527 |
MARVELL TECHNOLOGY INC | 33,453 | +539 | $2,371 |
MRVL | 33,453 | +539 | $2,371 |
QUALCOMM INC | 9,360 | +303 | $1,585 |
QCOM | 9,360 | +303 | $1,585 |
WASTE MGMT INC DEL | 7,291 | -314 | $1,554 |
WM | 7,291 | -314 | $1,554 |
FIRST TR EXCH TRADED FD III (FPEI) | 68,495 | -3,986 | $1,248 |
FPEI | 68,495 | -3,986 | $1,248 |
AMEREN CORP | 16,636 | +299 | $1,230 |
AEE | 16,636 | +299 | $1,230 |
MICROSTRATEGY INC | 720 | +247 | $1,227 |
MSTR | 720 | +247 | $1,227 |
VALE S A | 87,107 | -187 | $1,062 |
VALE | 87,107 | -187 | $1,062 |
DOMINOS PIZZA INC | 2,085 | +12 | $1,036 |
DPZ | 2,085 | +12 | $1,036 |
CISCO SYS INC | 18,992 | +2,594 | $948 |
CSCO | 18,992 | +2,594 | $948 |
PAPA JOHNS INTL INC | 9,821 | -462 | $654 |
PZZA | 9,821 | -462 | $654 |
ISHARES TR (IYW) | 4,487 | -521 | $606 |
IYW | 4,487 | -521 | $606 |
PROSHARES TR (NOBL) | 5,330 | -859 | $541 |
NOBL | 5,330 | -859 | $541 |
NETFLIX INC | 844 | -109 | $513 |
NFLX | 844 | -109 | $513 |
BERKSHIRE HATHAWAY INC DEL | $489 | ||
BRK.B | 1,162 | +48 | $489 |
FIRST TR EXCHANGE TRADED FD (FTSM) | 7,415 | +908 | $442 |
FTSM | 7,415 | +908 | $442 |
MARATHON DIGITAL HOLDINGS IN | 19,088 | +6,350 | $431 |
MARA | 19,088 | +6,350 | $431 |
TAIWAN SEMICONDUCTOR MFG LTD | 3,135 | +3,135 | $427 |
TSM | 3,135 | +3,135 | $427 |
VANGUARD SCOTTSDALE FDS (VONG) | 4,660 | -100 | $404 |
VONG | 4,660 | -100 | $404 |
BANK AMERICA CORP | 10,553 | -2,360 | $400 |
BAC | 10,553 | -2,360 | $400 |
SOUTHERN CO | 5,399 | +78 | $387 |
SO | 5,399 | +78 | $387 |
ISHARES TR (IWP) | 3,085 | -847 | $352 |
IWP | 3,085 | -847 | $352 |
GRAYSCALE BITCOIN TR BTC | 5,401 | +5,401 | $341 |
GBTC | 5,401 | +5,401 | $341 |
CLEANSPARK INC | 15,438 | +15,438 | $327 |
CLSK | 15,438 | +15,438 | $327 |
INTUITIVE SURGICAL INC | 757 | -12 | $302 |
ISRG | 757 | -12 | $302 |
EXXON MOBIL CORP | 2,095 | +45 | $244 |
XOM | 2,095 | +45 | $244 |
ISHARES TR (HDV) | 1,971 | +1,971 | $217 |
HDV | 1,971 | +1,971 | $217 |
FIRST MAJESTIC SILVER CORP | 27,587 | +27,587 | $162 |
AG | 27,587 | +27,587 | $162 |
BAKKT HOLDINGS INC | 16,500 | +0 | $8 |
BKKT | 16,500 | UNCH | $8 |
CENCORA INC | $0 (exited) | ||
ABC | 0 | -17,268 | $0 |
AMERICAN ELEC PWR CO INC | $0 (exited) | ||
AEP | 0 | -3,023 | $0 |
ACADEMY SPORTS & OUTDOORS IN | $0 (exited) | ||
ASO | 0 | -75,304 | $0 |
JOHNSON & JOHNSON | $0 (exited) | ||
JNJ | 0 | -30,671 | $0 |
RIOT PLATFORMS INC | $0 (exited) | ||
RIOT | 0 | -27,985 | $0 |
VANGUARD SCOTTSDALE FDS | 0 | -3,695 | $0 (exited) |
VONV | 0 | -3,695 | $0 |
See Summary: United Capital Management of KS Inc. Top Holdings
See Details: Top 10 Stocks Held By United Capital Management of KS Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
FBTC | +349,399 | +$21,684 |
BITO | +409,545 | +$13,228 |
AKAM | +49,493 | +$5,383 |
COR | +17,166 | +$4,171 |
CHRD | +20,724 | +$3,694 |
TSM | +3,135 | +$427 |
GBTC | +5,401 | +$341 |
CLSK | +15,438 | +$327 |
HDV | +1,971 | +$217 |
AG | +27,587 | +$162 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ASO | -75,304 | -$4,970 |
JNJ | -30,671 | -$4,807 |
ABC | -17,268 | -$3,108 |
RIOT | -27,985 | -$433 |
VONV | -3,695 | -$268 |
AEP | -3,023 | -$246 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
MOS | +116,683 | +$3,468 |
WMT | +71,319 | +$863 |
TSLA | +39,285 | +$4,418 |
SCHO | +37,062 | +$1,650 |
XBI | +28,190 | +$3,258 |
PLTR | +26,084 | +$3,864 |
UTF | +10,584 | +$612 |
MARA | +6,350 | +$132 |
MDLZ | +5,568 | +$275 |
EOG | +5,289 | +$1,055 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SMCI | -13,559 | +$14,618 |
NVDA | -6,688 | +$4,961 |
FPEI | -3,986 | -$44 |
NRG | -3,663 | +$496 |
BAC | -2,360 | -$35 |
IVV | -1,371 | -$335 |
QQQ | -1,069 | -$106 |
NOBL | -859 | -$48 |
ABBV | -853 | +$637 |
Size ($ 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 |