Notify me when United Capital Management of KS, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 106 | $713,530,175 | $0 | $0 | $0 | PLTR, FBTC, TSLA, SCHO, IEF | New Holdings | 17 Feb 2026, 17:25 |
| Q4 2025 | 106 | $713,530,175 | +$34,718,229 | -$40,556,089 | -$5,837,860 | PLTR, FBTC, TSLA, SCHO, IEF | 13F-HR | 12 Feb 2026, 17:47 |
| Q3 2025 | 117 | $735,042,879 | +$59,731,233 | -$40,861,428 | +$18,869,805 | PLTR, FBTC, TSLA, SCHO, IEF | 13F-HR | 12 Nov 2025, 17:13 |
| Q2 2025 | 108 | $637,964,061 | +$107,667,741 | -$35,413,353 | +$72,254,388 | FBTC, PLTR, SCHO, IEF, TSLA | 13F-HR | 01 Aug 2025, 12:19 |
| Q1 2025 | 92 | $484,050,104 | +$59,019,856 | -$98,991,092 | -$39,971,236 | FBTC, SCHO, PLTR, AAPL, TSLA | 13F-HR | 13 May 2025, 14:07 |
| Q4 2024 | 88 | $549,595,101 | +$79,471,466 | -$11,034,747 | +$68,436,719 | FBTC, SCHO, PLTR, TSLA, NVDA | 13F-HR | 10 Feb 2025, 11:46 |
| Q3 2024 | 83 | $459,807,763 | +$81,312,478 | -$89,168,223 | -$7,855,745 | SCHO, FBTC, NVDA, AAPL, XBI | 13F-HR | 04 Nov 2024, 16:34 |
| Q2 2024 | 74 | $453,509,415 | +$75,825,880 | -$35,967,214 | +$39,858,666 | SCHO, NVDA, SMCI, AAPL, FBTC | 13F-HR | 30 Jul 2024, 17:48 |
| Q1 2024 | 80 | $436,727,281 | +$76,198,479 | -$33,427,337 | +$42,771,142 | SCHO, SMCI, FBTC, NVDA, MSFT | 13F-HR | 19 Apr 2024, 15:27 |
| Q4 2023 | 76 | $330,826,381 | +$19,931,024 | -$11,171,521 | +$8,759,503 | SCHO, AAPL, MSFT, NVDA, AMZN | 13F-HR | 25 Jan 2024, 12:07 |
| Q3 2023 | 73 | $293,872,231 | +$15,661,202 | -$30,511,874 | -$14,850,672 | SCHO, AAPL, NVDA, MSFT, SMCI | 13F-HR | 03 Nov 2023, 12:55 |
| Q2 2023 | 79 | $312,276,984 | +$35,935,745 | -$27,250,172 | +$8,685,573 | SCHO, SMCI, AAPL, NVDA, MSFT | 13F-HR | 04 Aug 2023, 13:43 |
| Q1 2023 | 83 | $268,357,700 | +$29,271,139 | -$24,542,972 | +$4,728,167 | SCHO, AAPL, MSFT, NVDA, SMCI | 13F-HR | 27 Apr 2023, 14:36 |
| Q4 2022 | 84 | $242,294,139 | +$34,009,009 | -$13,446,927 | +$20,562,082 | SCHO, AAPL, VLO, MSFT, RS | 13F-HR | 31 Jan 2023, 12:41 |
| Q3 2022 | 86 | $213,669,000 | +$23,337,393 | -$6,719,698 | +$16,617,695 | AAPL, MSFT, VLO, GOOGL, RS | 13F-HR | 31 Oct 2022, 17:16 |
| Q2 2022 | 85 | $212,702,000 | +$18,338,232 | -$13,664,824 | +$4,673,408 | AAPL, MSFT, VLO, RS, EOG | 13F-HR | 03 Aug 2022, 18:28 |
| Q1 2022 | 91 | $257,721,000 | +$34,029,083 | -$33,706,157 | +$322,926 | AAPL, MSFT, NVDA, AMZN, RS | 13F-HR | 26 Apr 2022, 09:54 |
| Q4 2021 | 91 | $267,987,000 | +$24,255,261 | -$17,893,299 | +$6,361,962 | AAPL, MSFT, NVDA, AMZN, GOOGL | 13F-HR | 18 Jan 2022, 17:07 |
| Q3 2021 | 92 | $244,274,000 | +$27,241,082 | -$16,445,259 | +$10,795,823 | AAPL, MSFT, SILJ, PLTR, QRVO | 13F-HR | 27 Oct 2021, 11:51 |
| Q2 2021 | 94 | $242,170,000 | +$30,153,732 | -$20,961,770 | +$9,191,962 | AAPL, SILJ, MSFT, QRVO, PLTR | 13F-HR | 26 Jul 2021, 16:53 |
| Q1 2021 | 89 | $210,820,000 | +$28,109,931 | -$32,766,423 | -$4,656,492 | AAPL, SILJ, QRVO, MSFT, QQQ | 13F-HR | 27 Apr 2021, 12:57 |
| Q4 2020 | 93 | $218,965,000 | +$32,816,302 | -$15,433,205 | +$17,383,097 | AAPL, MSFT, QQQ, QRVO, AMAZON COM INC | 13F-HR | 21 Jan 2021, 10:42 |
| Q3 2020 | 88 | $183,255,000 | +$27,230,670 | -$17,018,997 | +$10,211,673 | AAPL, MSFT, HD, QQQ, IVV | 13F-HR | 19 Oct 2020, 12:30 |
| Q2 2020 | 83 | $171,445,000 | +$39,488,293 | -$14,172,042 | +$25,316,251 | AAPL, MSFT, AMZN, IVV, HD | 13F-HR | 17 Jul 2020, 10:51 |
| Q1 2020 | 70 | $118,802,000 | +$23,104,376 | -$45,013,311 | -$21,908,935 | AAPL, IVV, MSFT, AMZN, QQQ | 13F-HR | 04 May 2020, 11:45 |
| Q4 2019 | 111 | $157,990,000 | +$13,363,247 | -$3,207,396 | +$10,155,851 | IVV, AAPL, HD, QQQ, T | 13F-HR | 24 Jan 2020, 17:29 |
| Q3 2019 | 105 | $136,838,000 | +$11,871,620 | -$8,077,047 | +$3,794,573 | IVV, AAPL, HD, QQQ, GDX | 13F-HR | 15 Oct 2019, 06:41 |
| Q2 2019 | 105 | $131,820,000 | +$9,647,376 | -$13,556,733 | -$3,909,357 | IVV, HD, AAPL, QQQ, GDX | 13F-HR | 25 Jul 2019, 11:28 |
| Q1 2019 | 104 | $125,399,000 | +$11,010,782 | -$7,267,707 | +$3,743,075 | IVV, HD, AAPL, QQQ, WM | 13F-HR | 01 May 2019, 10:38 |
| Q4 2018 | 102 | $107,791,000 | +$8,732,075 | -$9,098,943 | -$366,868 | IVV, HD, WM, JNK, PFF | 13F-HR | 10 Jan 2019, 11:13 |
| Q3 2018 | 117 | $123,345,000 | $0 | $0 | $0 | IVV, HD, CVCO, AAPL, WM | 13F-HR | 09 Oct 2018, 11:13 |