UNITED CAPITAL MANAGEMENT OF KS, INC. Holdings

UNITED CAPITAL MANAGEMENT OF KS, INC. is an investment fund managing more than 213.67M US dollars. The largest holdings include Apple, Microsoft and Valero Energy. In Q3 2022 the fund bought assets of total value of 9.07M US dollars and sold assets of total value of 8.11M US dollars.

$213.66M

portfolio value

-38.00%

quarter

-143.67%

1 year

-214.81%

3 years

UNITED CAPITAL MANAGEMENT OF KS, INC. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q4 2018	-1686000	14728000
Q1 2019	22304000	2821000
Q2 2019	10506000	5900000
Q3 2019	11784000	7352000
Q4 2019	21629000	1105000
Q1 2020	8655000	46745000
Q2 2020	57811000	3901000
Q3 2020	30501000	11102000
Q4 2020	44012000	15678000
Q1 2021	30436000	31755000
Q2 2021	40680000	13677000
Q3 2021	19338000	19842000
Q4 2021	35426000	11726000
Q1 2022	26052000	36307000
Q2 2022	-16669000	28590000
Q3 2022	9065000	8114000

UNITED CAPITAL MANAGEMENT OF KS, INC. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Consumer Electronics Apple Inc. Portfolio share: 5.67% Portfolio value: 12.11M Avg. open price: $66.03 Current price: $147.81 P/L: +123.86% Sold -0.66% shares Q3 2022	share	5.67%	12.11M	$66.03	$147.81	+123.86%	Sold -0.66% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 3.64% Portfolio value: 7.77M Avg. open price: $148.31 Current price: $255.02 P/L: +71.95% Bought +1.04% shares Q3 2022	share	3.64%	7.77M	$148.31	$255.02	+71.95%	Bought +1.04% shares Q3 2022
Oil & Gas Refining & Marketing Valero Energy Corporation Portfolio share: 3.32% Portfolio value: 7.09M Avg. open price: $93.07 Current price: $127.07 P/L: +36.53% Bought +1.77% shares Q3 2022	share	3.32%	7.09M	$93.07	$127.07	+36.53%	Bought +1.77% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 3.30% Portfolio value: 7.05M Avg. open price: $2,188.89 Current price: $100.44 P/L: -95.41% Bought +38.89% shares Q3 2022	share	3.30%	7.05M	$2,188.89	$100.44	-95.41%	Bought +38.89% shares Q3 2022
Steel Reliance Steel & Aluminum Co. Portfolio share: 3.20% Portfolio value: 6.83M Avg. open price: $148.89 Current price: $213.2 P/L: +43.20% Bought +0.70% shares Q3 2022	share	3.20%	6.83M	$148.89	$213.2	+43.20%	Bought +0.70% shares Q3 2022
Oil & Gas E&P EOG Resources, Inc. Portfolio share: 2.84% Portfolio value: 6.07M Avg. open price: $110.44 Current price: $138.97 P/L: +25.83% Bought +1.49% shares Q3 2022	share	2.84%	6.07M	$110.44	$138.97	+25.83%	Bought +1.49% shares Q3 2022
SPDR S&P Biotech ETF Portfolio share: 2.62% Portfolio value: 5.60M Avg. open price: $111.28 Current price: $85.66 P/L: -23.02% Bought +1.09% shares Q3 2022	share	2.62%	5.60M	$111.28	$85.66	-23.02%	Bought +1.09% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 2.60% Portfolio value: 5.55M Avg. open price: $186.2 Current price: $214.84 P/L: +15.38% Bought +1.14% shares Q3 2022	share	2.60%	5.55M	$186.2	$214.84	+15.38%	Bought +1.14% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 2.49% Portfolio value: 5.32M Avg. open price: $1,760.98 Current price: $94.13 P/L: -94.65% Bought +2.52% shares Q3 2022	share	2.49%	5.32M	$1,760.98	$94.13	-94.65%	Bought +2.52% shares Q3 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 2.27% Portfolio value: 4.85M Avg. open price: $402.62 Current price: $445.61 P/L: +10.68% Bought +1.25% shares Q3 2022	share	2.27%	4.85M	$402.62	$445.61	+10.68%	Bought +1.25% shares Q3 2022
Discount Stores Target Corporation Portfolio share: 2.24% Portfolio value: 4.78M Avg. open price: $237.95 Current price: $164.16 P/L: -31.01% Bought +0.32% shares Q3 2022	share	2.24%	4.78M	$237.95	$164.16	-31.01%	Bought +0.32% shares Q3 2022
Software—Infrastructure CrowdStrike Holdings, Inc. Portfolio share: 2.23% Portfolio value: 4.76M Avg. open price: $218.2 Current price: $124 P/L: -43.17% Bought +1.76% shares Q3 2022	share	2.23%	4.76M	$218.2	$124	-43.17%	Bought +1.76% shares Q3 2022
Conglomerates 3M Company Portfolio share: 2.18% Portfolio value: 4.66M Avg. open price: $168.91 Current price: $126.99 P/L: -24.82% N/A Q3 2022	share	2.18%	4.66M	$168.91	$126.99	-24.82%	N/A Q3 2022
Engineering & Construction Quanta Services, Inc. Portfolio share: 2.12% Portfolio value: 4.51M Avg. open price: $95.98 Current price: $153.07 P/L: +59.47% Sold -0.28% shares Q3 2022	share	2.12%	4.51M	$95.98	$153.07	+59.47%	Sold -0.28% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 2.11% Portfolio value: 4.51M Avg. open price: $312.66 Current price: $536.16 P/L: +71.49% Bought +0.56% shares Q3 2022	share	2.11%	4.51M	$312.66	$536.16	+71.49%	Bought +0.56% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 1.99% Portfolio value: 4.24M Avg. open price: $55.74 Current price: $81.13 P/L: +45.54% Bought +0.07% shares Q3 2022	share	1.99%	4.24M	$55.74	$81.13	+45.54%	Bought +0.07% shares Q3 2022
Invesco QQQ Trust Portfolio share: 1.95% Portfolio value: 4.16M Avg. open price: $170.68 Current price: $292.55 P/L: +71.40% Sold -1.63% shares Q3 2022	share	1.95%	4.16M	$170.68	$292.55	+71.40%	Sold -1.63% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 1.90% Portfolio value: 4.05M Avg. open price: $137.91 Current price: $178.88 P/L: +29.70% Bought +0.60% shares Q3 2022	share	1.90%	4.05M	$137.91	$178.88	+29.70%	Bought +0.60% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 1.85% Portfolio value: 3.95M Avg. open price: $116.63 Current price: $153.22 P/L: +31.38% Bought +2.58% shares Q3 2022	share	1.85%	3.95M	$116.63	$153.22	+31.38%	Bought +2.58% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 1.80% Portfolio value: 3.85M Avg. open price: $1,040.64 Current price: $194.86 P/L: -81.27% Bought +1.51% shares Q3 2022	share	1.80%	3.85M	$1,040.64	$194.86	-81.27%	Bought +1.51% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 1.77% Portfolio value: 3.78M Avg. open price: $77.51 Current price: $168.76 P/L: +117.73% Bought +5.73% shares Q3 2022	share	1.77%	3.78M	$77.51	$168.76	+117.73%	Bought +5.73% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 1.73% Portfolio value: 3.69M Avg. open price: $174.08 Current price: $217.66 P/L: +25.04% Bought +2.00% shares Q3 2022	share	1.73%	3.69M	$174.08	$217.66	+25.04%	Bought +2.00% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 1.69% Portfolio value: 3.60M Avg. open price: $129.85 Current price: $185.69 P/L: +43.01% Bought +2.00% shares Q3 2022	share	1.69%	3.60M	$129.85	$185.69	+43.01%	Bought +2.00% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 1.67% Portfolio value: 3.57M Avg. open price: $259.36 Current price: $408.71 P/L: +57.58% Sold -4.36% shares Q3 2022	share	1.67%	3.57M	$259.36	$408.71	+57.58%	Sold -4.36% shares Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 1.66% Portfolio value: 3.55M Avg. open price: $92.55 Current price: $108.09 P/L: +16.79% Bought +2.06% shares Q3 2022	share	1.66%	3.55M	$92.55	$108.09	+16.79%	Bought +2.06% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 1.61% Portfolio value: 3.43M Avg. open price: $357.75 Current price: $494.53 P/L: +38.24% Sold -1.53% shares Q3 2022	share	1.61%	3.43M	$357.75	$494.53	+38.24%	Sold -1.53% shares Q3 2022
Software—Infrastructure Palantir Technologies Inc. Portfolio share: 1.58% Portfolio value: 3.37M Avg. open price: $19.55 Current price: $7.66 P/L: -60.82% Bought +7.30% shares Q3 2022	share	1.58%	3.37M	$19.55	$7.66	-60.82%	Bought +7.30% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 1.56% Portfolio value: 3.34M Avg. open price: $68.24 Current price: $85.2 P/L: +24.85% Bought +0.62% shares Q3 2022	share	1.56%	3.34M	$68.24	$85.2	+24.85%	Bought +0.62% shares Q3 2022
Rental & Leasing Services United Rentals, Inc. Portfolio share: 1.54% Portfolio value: 3.3M Avg. open price: $223.82 Current price: $356.57 P/L: +59.31% Sold -1.42% shares Q3 2022	share	1.54%	3.3M	$223.82	$356.57	+59.31%	Sold -1.42% shares Q3 2022
Software—Infrastructure Zscaler, Inc. Portfolio share: 1.54% Portfolio value: 3.28M Avg. open price: $62.06 Current price: $128.99 P/L: +107.84% Bought +0.90% shares Q3 2022	share	1.54%	3.28M	$62.06	$128.99	+107.84%	Bought +0.90% shares Q3 2022
Software—Infrastructure Palo Alto Networks, Inc. Portfolio share: 1.43% Portfolio value: 3.05M Avg. open price: $432.14 Current price: $172.69 P/L: -60.04% Bought +195.23% shares Q3 2022	share	1.43%	3.05M	$432.14	$172.69	-60.04%	Bought +195.23% shares Q3 2022
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund Portfolio share: 1.35% Portfolio value: 2.89M Avg. open price: $95.83 Current price: $90.86 P/L: -5.19% Bought +17.80% shares Q3 2022	share	1.35%	2.89M	$95.83	$90.86	-5.19%	Bought +17.80% shares Q3 2022
Asset Management Cohen & Steers Infrastructure Fund, Inc Portfolio share: 1.35% Portfolio value: 2.88M Avg. open price: $27.31 Current price: $25.22 P/L: -7.67% Bought +2.94% shares Q3 2022	share	1.35%	2.88M	$27.31	$25.22	-7.67%	Bought +2.94% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 1.35% Portfolio value: 2.87M Avg. open price: $82.52 Current price: $163.66 P/L: +98.34% Bought +1.13% shares Q3 2022	share	1.35%	2.87M	$82.52	$163.66	+98.34%	Bought +1.13% shares Q3 2022
Medical Distribution AmerisourceBergen Corporation Portfolio share: 1.33% Portfolio value: 2.84M Avg. open price: $110.85 Current price: $173.99 P/L: +56.96% Bought +1.06% shares Q3 2022	share	1.33%	2.84M	$110.85	$173.99	+56.96%	Bought +1.06% shares Q3 2022
SPDR Portfolio Short Term Corporate Bond ETF Portfolio share: 1.31% Portfolio value: 2.79M Avg. open price: $30.89 Current price: $29.47 P/L: -4.60% Bought +19.17% shares Q3 2022	share	1.31%	2.79M	$30.89	$29.47	-4.60%	Bought +19.17% shares Q3 2022
Semiconductor Equipment & Materials Applied Materials, Inc. Portfolio share: 1.26% Portfolio value: 2.70M Avg. open price: $128.03 Current price: $106.71 P/L: -16.65% Bought +2.82% shares Q3 2022	share	1.26%	2.70M	$128.03	$106.71	-16.65%	Bought +2.82% shares Q3 2022
Confectioners Mondelez International, Inc. Portfolio share: 1.24% Portfolio value: 2.64M Avg. open price: $62.09 Current price: $68.31 P/L: +10.02% Bought +2.33% shares Q3 2022	share	1.24%	2.64M	$62.09	$68.31	+10.02%	Bought +2.33% shares Q3 2022
Specialty Industrial Machinery Illinois Tool Works Inc. Portfolio share: 1.15% Portfolio value: 2.46M Avg. open price: $164.38 Current price: $228.29 P/L: +38.88% Bought +0.60% shares Q3 2022	share	1.15%	2.46M	$164.38	$228.29	+38.88%	Bought +0.60% shares Q3 2022
Software—Infrastructure Adobe Inc. Portfolio share: 1.15% Portfolio value: 2.45M Avg. open price: $372.66 Current price: $341.53 P/L: -8.35% Bought +2.72% shares Q3 2022	share	1.15%	2.45M	$372.66	$341.53	-8.35%	Bought +2.72% shares Q3 2022
Banks—Regional Truist Financial Corporation Portfolio share: 1.01% Portfolio value: 2.16M Avg. open price: $55.34 Current price: $45.06 P/L: -18.57% Bought +2.38% shares Q3 2022	share	1.01%	2.16M	$55.34	$45.06	-18.57%	Bought +2.38% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.98% Portfolio value: 2.09M Avg. open price: $222.36 Current price: $123.49 P/L: -44.46% Sold -28.45% shares Q3 2022	share	0.98%	2.09M	$222.36	$123.49	-44.46%	Sold -28.45% shares Q3 2022
Software—Infrastructure Fortinet, Inc. Portfolio share: 0.98% Portfolio value: 2.09M Avg. open price: $109.67 Current price: $53.61 P/L: -51.12% Sold -1.44% shares Q3 2022	share	0.98%	2.09M	$109.67	$53.61	-51.12%	Sold -1.44% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.89% Portfolio value: 1.89M Avg. open price: $136.39 Current price: $374.76 P/L: +174.77% Sold -2.09% shares Q3 2022	share	0.89%	1.89M	$136.39	$374.76	+174.77%	Sold -2.09% shares Q3 2022
First Trust Institutional Preferred Securities and Income ETF Portfolio share: 0.88% Portfolio value: 1.87M Avg. open price: $19.37 Current price: $17.7 P/L: -8.63% Sold -46.17% shares Q3 2022	share	0.88%	1.87M	$19.37	$17.7	-8.63%	Sold -46.17% shares Q3 2022
Utilities—Regulated Electric WEC Energy Group, Inc. Portfolio share: 0.87% Portfolio value: 1.85M Avg. open price: $90.21 Current price: $96.06 P/L: +6.49% Sold -0.33% shares Q3 2022	share	0.87%	1.85M	$90.21	$96.06	+6.49%	Sold -0.33% shares Q3 2022
Oil & Gas E&P Continental Resources, Inc. Portfolio share: 0.86% Portfolio value: 1.82M Avg. open price: $61.33 Current price: $74.27 P/L: +21.10% Sold -0.25% shares Q3 2022	share	0.86%	1.82M	$61.33	$74.27	+21.10%	Sold -0.25% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.83% Portfolio value: 1.76M Avg. open price: $125.7 Current price: $148.67 P/L: +18.27% Bought +1.89% shares Q3 2022	share	0.83%	1.76M	$125.7	$148.67	+18.27%	Bought +1.89% shares Q3 2022
Utilities—Independent Power Producers NRG Energy, Inc. Portfolio share: 0.82% Portfolio value: 1.74M Avg. open price: $38.17 Current price: $41.25 P/L: +8.06% Sold -49.72% shares Q3 2022	share	0.82%	1.74M	$38.17	$41.25	+8.06%	Sold -49.72% shares Q3 2022
Auto Manufacturers Ford Motor Company Portfolio share: 0.81% Portfolio value: 1.73M Avg. open price: $8.75 Current price: $13.86 P/L: +58.43% N/A Q3 2022	share	0.81%	1.73M	$8.75	$13.86	+58.43%	N/A Q3 2022
Recreational Vehicles Polaris Inc. Portfolio share: 0.73% Portfolio value: 1.56M Avg. open price: N/A Current price: $116.56 P/L: N/A N/A Q3 2022	share	0.73%	1.56M	N/A	$116.56	N/A	N/A Q3 2022
Semiconductors Broadcom Inc. Portfolio share: 0.65% Portfolio value: 1.39M Avg. open price: $402.37 Current price: $540.8 P/L: +34.40% Bought +0.74% shares Q3 2022	share	0.65%	1.39M	$402.37	$540.8	+34.40%	Bought +0.74% shares Q3 2022
Other Industrial Metals & Mining Vale S.A. Portfolio share: 0.62% Portfolio value: 1.32M Avg. open price: $14.38 Current price: $16.72 P/L: +16.24% Bought +4.91% shares Q3 2022	share	0.62%	1.32M	$14.38	$16.72	+16.24%	Bought +4.91% shares Q3 2022
Waste Management Waste Management, Inc. Portfolio share: 0.61% Portfolio value: 1.29M Avg. open price: $126.75 Current price: $169.81 P/L: +33.98% Sold -1.04% shares Q3 2022	share	0.61%	1.29M	$126.75	$169.81	+33.98%	Sold -1.04% shares Q3 2022
Semiconductors Marvell Technology, Inc. Portfolio share: 0.57% Portfolio value: 1.20M Avg. open price: $46.67 Current price: $44.72 P/L: -4.19% Bought +2.04% shares Q3 2022	share	0.57%	1.20M	$46.67	$44.72	-4.19%	Bought +2.04% shares Q3 2022
Utilities—Regulated Electric Ameren Corporation Portfolio share: 0.54% Portfolio value: 1.15M Avg. open price: $74.11 Current price: $88.04 P/L: +18.80% Bought +2.31% shares Q3 2022	share	0.54%	1.15M	$74.11	$88.04	+18.80%	Bought +2.31% shares Q3 2022
Credit Services PayPal Holdings, Inc. Portfolio share: 0.51% Portfolio value: 1.08M Avg. open price: $158.96 Current price: $74.66 P/L: -53.03% Sold -11.26% shares Q3 2022	share	0.51%	1.08M	$158.96	$74.66	-53.03%	Sold -11.26% shares Q3 2022
Semiconductors Skyworks Solutions, Inc. Portfolio share: 0.43% Portfolio value: 912K Avg. open price: $128.97 Current price: $93.96 P/L: -27.15% Sold -1.65% shares Q3 2022	share	0.43%	912K	$128.97	$93.96	-27.15%	Sold -1.65% shares Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 0.41% Portfolio value: 874K Avg. open price: $105.35 Current price: $125.66 P/L: +19.28% Bought +0.34% shares Q3 2022	share	0.41%	874K	$105.35	$125.66	+19.28%	Bought +0.34% shares Q3 2022
Residential Construction Lennar Corporation Portfolio share: 0.39% Portfolio value: 828K Avg. open price: $67.54 Current price: $88.3 P/L: +30.74% Bought +1.92% shares Q3 2022	share	0.39%	828K	$67.54	$88.3	+30.74%	Bought +1.92% shares Q3 2022
PROSHARES TR Portfolio share: 0.36% Portfolio value: 760K Avg. open price: N/A Current price: N/A P/L: N/A Sold -1.46% shares Q3 2022	share	0.36%	760K	N/A	N/A	N/A	Sold -1.46% shares Q3 2022
Restaurants Domino's Pizza, Inc. Portfolio share: 0.32% Portfolio value: 682K Avg. open price: $457.66 Current price: $382.76 P/L: -16.37% Bought +2.47% shares Q3 2022	share	0.32%	682K	$457.66	$382.76	-16.37%	Bought +2.47% shares Q3 2022
Restaurants Papa John's International, Inc. Portfolio share: 0.27% Portfolio value: 584K Avg. open price: $105.03 Current price: $83.12 P/L: -20.86% Sold -1.35% shares Q3 2022	share	0.27%	584K	$105.03	$83.12	-20.86%	Sold -1.35% shares Q3 2022
iShares Russell Mid-Cap Growth ETF Portfolio share: 0.26% Portfolio value: 548K Avg. open price: $66.23 Current price: $89.73 P/L: +35.49% Sold -1.37% shares Q3 2022	share	0.26%	548K	$66.23	$89.73	+35.49%	Sold -1.37% shares Q3 2022
First Trust Enhanced Short Maturity ETF Portfolio share: 0.24% Portfolio value: 519K Avg. open price: $59.17 Current price: $59.38 P/L: +0.35% Bought +2.79% shares Q3 2022	share	0.24%	519K	$59.17	$59.38	+0.35%	Bought +2.79% shares Q3 2022
iShares U.S. Technology ETF Portfolio share: 0.24% Portfolio value: 518K Avg. open price: $46.87 Current price: $81.13 P/L: +73.10% Sold -4.41% shares Q3 2022	share	0.24%	518K	$46.87	$81.13	+73.10%	Sold -4.41% shares Q3 2022
Schwab Short-Term U.S. Treasury ETF Portfolio share: 0.24% Portfolio value: 514K Avg. open price: $50.9 Current price: $48.4 P/L: -4.90% Bought +10.69% shares Q3 2022	share	0.24%	514K	$50.9	$48.4	-4.90%	Bought +10.69% shares Q3 2022
Utilities—Regulated Electric The Southern Company Portfolio share: 0.23% Portfolio value: 502K Avg. open price: $50.12 Current price: $67.34 P/L: +34.34% Sold -0.35% shares Q3 2022	share	0.23%	502K	$50.12	$67.34	+34.34%	Sold -0.35% shares Q3 2022
Banks—Regional UMB Financial Corporation Portfolio share: 0.22% Portfolio value: 475K Avg. open price: $86.1 Current price: $85.19 P/L: -1.06% Bought +0.02% shares Q3 2022	share	0.22%	475K	$86.1	$85.19	-1.06%	Bought +0.02% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.19% Portfolio value: 406K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q2 2022	share	0.19%	406K	N/A	N/A	N/A	N/A Q2 2022
Information Technology Services Accenture plc Portfolio share: 0.18% Portfolio value: 379K Avg. open price: $186.78 Current price: $300.13 P/L: +60.68% Sold -3.60% shares Q3 2022	share	0.18%	379K	$186.78	$300.13	+60.68%	Sold -3.60% shares Q3 2022
Utilities—Regulated Electric American Electric Power Company, Inc. Portfolio share: 0.17% Portfolio value: 353K Avg. open price: $81.63 Current price: $95.12 P/L: +16.53% Sold -0.80% shares Q3 2022	share	0.17%	353K	$81.63	$95.12	+16.53%	Sold -0.80% shares Q3 2022
Entertainment Netflix, Inc. Portfolio share: 0.14% Portfolio value: 293K Avg. open price: $314.07 Current price: $320.41 P/L: +2.02% N/A Q3 2022	share	0.14%	293K	$314.07	$320.41	+2.02%	N/A Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.13% Portfolio value: 286K Avg. open price: $75.73 Current price: $110.04 P/L: +45.30% Sold -12.77% shares Q3 2022	share	0.13%	286K	$75.73	$110.04	+45.30%	Sold -12.77% shares Q3 2022
Software—Infrastructure Block, Inc. Portfolio share: 0.13% Portfolio value: 283K Avg. open price: $176.39 Current price: $68.18 P/L: -61.35% Sold -67.77% shares Q3 2022	share	0.13%	283K	$176.39	$68.18	-61.35%	Sold -67.77% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.13% Portfolio value: 281K Avg. open price: N/A Current price: N/A P/L: N/A Bought +11.08% shares Q3 2022	share	0.13%	281K	N/A	N/A	N/A	Bought +11.08% shares Q3 2022
SPDR Gold Shares Portfolio share: 0.12% Portfolio value: 250K Avg. open price: $159.55 Current price: $167.26 P/L: +4.83% Sold -16.25% shares Q3 2022	share	0.12%	250K	$159.55	$167.26	+4.83%	Sold -16.25% shares Q3 2022
Software—Application Coinbase Global, Inc. Portfolio share: 0.12% Portfolio value: 250K Avg. open price: $245.66 Current price: $47.67 P/L: -80.60% N/A Q3 2022	share	0.12%	250K	$245.66	$47.67	-80.60%	N/A Q3 2022
Utilities—Regulated Electric Evergy, Inc. Portfolio share: 0.11% Portfolio value: 242K Avg. open price: $59.44 Current price: $58.5 P/L: -1.58% Sold -1.45% shares Q3 2022	share	0.11%	242K	$59.44	$58.5	-1.58%	Sold -1.45% shares Q3 2022
Other Industrial Metals & Mining Lithium Americas Corp. Portfolio share: 0.11% Portfolio value: 236K Avg. open price: $29.58 Current price: $25.31 P/L: -14.44% N/A Q3 2022	share	0.11%	236K	$29.58	$25.31	-14.44%	N/A Q3 2022
iShares Silver Trust Portfolio share: 0.08% Portfolio value: 179K Avg. open price: $17.25 Current price: $21.29 P/L: +23.45% Bought +0.54% shares Q3 2022	share	0.08%	179K	$17.25	$21.29	+23.45%	Bought +0.54% shares Q3 2022
Biotechnology Sorrento Therapeutics, Inc. Portfolio share: 0.01% Portfolio value: 29K Avg. open price: $8.97 Current price: $1.26 P/L: -85.96% Sold -19.51% shares Q3 2022	share	0.01%	29K	$8.97	$1.26	-85.96%	Sold -19.51% shares Q3 2022
Other Industrial Metals & Mining Western Copper and Gold Corporation Portfolio share: 0.01% Portfolio value: 23K Avg. open price: $1.34 Current price: $1.71 P/L: +27.61% Bought +2.31% shares Q3 2022	share	0.01%	23K	$1.34	$1.71	+27.61%	Bought +2.31% shares Q3 2022
Other Industrial Metals & Mining Northern Dynasty Minerals Ltd. Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $0.25 P/L: N/A Sold -0.14% shares Q1 2022	share	0.00%	7K	N/A	$0.25	N/A	Sold -0.14% shares Q1 2022
Software—Application Sphere 3D Corp. Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $0.31 P/L: N/A N/A Q2 2022	share	0.00%	5K	N/A	$0.31	N/A	N/A Q2 2022
Biotechnology Statera Biopharma, Inc. Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $0.12 P/L: N/A N/A Q2 2022	share	0.00%	2K	N/A	$0.12	N/A	N/A Q2 2022
Software—Application Shopify Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $706.99 Current price: $43.06 P/L: -93.91% Sold -100.00% shares Q3 2022	share	0.00%	0	$706.99	$43.06	-93.91%	Sold -100.00% shares Q3 2022
iShares U.S. Healthcare ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $193.17 Current price: $291.18 P/L: +50.74% Sold -100.00% shares Q3 2022	share	0.00%	0	$193.17	$291.18	+50.74%	Sold -100.00% shares Q3 2022
Utilities—Regulated Electric Consolidated Edison, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $75.83 Current price: $97.35 P/L: +28.38% Sold -100.00% shares Q3 2022	share	0.00%	0	$75.83	$97.35	+28.38%	Sold -100.00% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $77.44 Current price: $101.01 P/L: +30.43% Sold -100.00% shares Q3 2022	share	0.00%	0	$77.44	$101.01	+30.43%	Sold -100.00% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $28.64 Current price: $19.02 P/L: -33.59% Sold -100.00% shares Q3 2022	share	0.00%	0	$28.64	$19.02	-33.59%	Sold -100.00% shares Q3 2022

Showing TOP 91 UNITED CAPITAL MANAGEMENT OF KS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of UNITED CAPITAL MANAGEMENT OF KS, INC.?

The biggest position of the UNITED CAPITAL MANAGEMENT OF KS, INC. is Apple Inc. (AAPL) with 5.67% portfolio share worth of 12.11M US dollars.

Top 5 UNITED CAPITAL MANAGEMENT OF KS's holdings represent 19.13% of the portfolio:

Apple Inc. (AAPL) – 5.67%
Microsoft Corporation (MSFT) – 3.64%
Valero Energy Corporation (VLO) – 3.32%
Alphabet Inc. (GOOGL) – 3.3%
Reliance Steel & Aluminum Co. (RS) – 3.2%

Who is the portfolio manager of UNITED CAPITAL MANAGEMENT OF KS, INC.?

The portfolio manager of the UNITED CAPITAL MANAGEMENT OF KS, INC. is .

What is the total asset value of the UNITED CAPITAL MANAGEMENT OF KS, INC. portfolio?

UNITED CAPITAL MANAGEMENT OF KS, INC. total asset value (portfolio value) is 213.67M US dollars.

Who is ?

is the portfolio manager of the UNITED CAPITAL MANAGEMENT OF KS, INC..

What is (UNITED CAPITAL MANAGEMENT OF KS, INC.) fund performance?

UNITED CAPITAL MANAGEMENT OF KS's quarterly performance is -38.00%, annualy -143.67%. In the past 3 years, the value of 's portfolio has decreased by -215%.

What is the UNITED CAPITAL MANAGEMENT OF KS, INC. CIK?

UNITED CAPITAL MANAGEMENT OF KS's Central Index Key is 0001753219 .