UNITED CAPITAL MANAGEMENT OF KS, INC.
UNITED CAPITAL MANAGEMENT OF KS, INC. runs UNITED CAPITAL MANAGEMENT OF KS, INC. and currently holds 98 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $763.41M. Their top holdings are SCHO, PLTR, FBTC, TSLA, IESC. The top five represent 17.9% of reported portfolio weight. UNITED CAPITAL MANAGEMENT OF KS, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, UNITED CAPITAL MANAGEMENT OF KS, INC. initiated 8 new positions. They added to 39 existing positions. They trimmed 41 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
98 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SCHO SCHWAB STRATEGIC TR | 3.82% | $24.15 | $24.09 | -0.25% | Added +3.00% |
PLTR PALANTIR TECHNOLOGIES INC | 3.64% | $23.47 | $179.94 | +666.68% | Trimmed -1.14% |
FBTC FIDELITY WISE ORIGIN BITCOIN | 3.63% | $59.36 | $67.04 | +12.94% | Trimmed -3.63% |
TSLA TESLA INC | 3.44% | $209.71 | $362.86 | +73.03% | Trimmed -2.24% |
IESC IES HOLDINGS INC | 3.37% | $297.60 | $685.04 | +130.19% | Trimmed -21.32% |
IEF ISHARES TR | 3.36% | $95.75 | $92.82 | -3.06% | Added +4.75% |
NVDA NVIDIA CORPORATION | 2.98% | $74.74 | $214.76 | +187.34% | Trimmed -2.11% |
XBI SPDR SERIES TRUST | 2.96% | $93.26 | $165.71 | +77.69% | Added +0.77% |
VLO VALERO ENERGY CORP | 2.85% | $111.21 | $348.81 | +213.65% | Trimmed -2.01% |
GOOGL ALPHABET INC | 2.82% | $203.03 | $344.82 | +69.84% | Trimmed -2.61% |
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