United Capital Management of KS, Inc. Diversified Active

Location: Salina, KS

CIK: 0001753219 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 3, 2023

Total Value: $294M (100.0% shares, 0.0% debt)

Holdings (73)

SCHO SCHWAB STRATEGIC TR 9.6%
Value $28.24M Shares 589,658 Est. Cost $48.28 Unrealized
AAPL APPLE INC 5.2%
Value $15.32M Shares 89,490 Est. Cost $97.00 Unrealized +86.9%
NVDA NVIDIA CORPORATION 4.1%
Value $12.02M Shares 27,639 Est. Cost $17.57 Unrealized +154.7%
MSFT MICROSOFT CORP 4.0%
Value $11.73M Shares 37,138 Est. Cost $139.97 Unrealized +131.9%
SUPER MICRO COMPUTER INC 3.6%
Value $10.57M Shares 38,533 Est. Cost $106.55 Unrealized
AMZN AMAZON COM INC 3.3%
Value $9.839M Shares 77,402 Est. Cost $120.61 Unrealized +11.1%
VLO VALERO ENERGY CORP 3.2%
Value $9.424M Shares 66,500 Est. Cost $82.37 Unrealized +48.3%
PLTR PALANTIR TECHNOLOGIES INC 3.0%
Value $8.955M Shares 559,712 Est. Cost $15.66 Unrealized +1.7%
TSLA TESLA INC 2.7%
Value $8.028M Shares 32,084 Est. Cost $249.89 Unrealized +2.8%
XBI SPDR SER TR 2.5%
Value $7.464M Shares 102,217 Est. Cost $91.73 Unrealized
CAT CATERPILLAR INC 2.5%
Value $7.205M Shares 26,392 Est. Cost $214.93 Unrealized +21.7%
RS RELIANCE STEEL & ALUMINUM CO 2.4%
Value $6.993M Shares 26,668 Est. Cost $164.28 Unrealized +68.7%
LLY ELI LILLY & CO 2.3%
Value $6.843M Shares 12,740 Est. Cost $356.83 Unrealized +42.0%
EOG EOG RES INC 2.3%
Value $6.683M Shares 52,723 Est. Cost $93.75 Unrealized +25.0%
ADBE ADOBE INC 2.0%
Value $5.967M Shares 11,702 Est. Cost $401.45 Unrealized +30.7%
LOW LOWES COS INC 2.0%
Value $5.763M Shares 27,730 Est. Cost $140.21 Unrealized +53.3%
MPC MARATHON PETE CORP 1.9%
Value $5.72M Shares 37,794 Est. Cost $106.86 Unrealized +24.1%
WMT WALMART INC 1.9%
Value $5.469M Shares 34,194 Est. Cost $35.91 Unrealized +44.3%
DE DEERE & CO 1.8%
Value $5.156M Shares 13,661 Est. Cost $341.97 Unrealized +16.4%
AMAT APPLIED MATLS INC 1.7%
Value $4.969M Shares 35,891 Est. Cost $122.92 Unrealized +14.2%
URI UNITED RENTALS INC 1.6%
Value $4.819M Shares 10,840 Est. Cost $163.30 Unrealized +174.1%
V VISA INC 1.6%
Value $4.672M Shares 20,313 Est. Cost $173.15 Unrealized +36.4%
JNJ JOHNSON & JOHNSON 1.6%
Value $4.672M Shares 29,997 Est. Cost $122.40 Unrealized +25.2%
COST COSTCO WHSL CORP NEW 1.4%
Value $4.246M Shares 7,516 Est. Cost $300.52 Unrealized +77.1%
QQQ INVESCO QQQ TR 1.4%
Value $4.219M Shares 11,776 Est. Cost $180.77 Unrealized
ABBV ABBVIE INC 1.4%
Value $4.201M Shares 28,186 Est. Cost $86.78 Unrealized +56.0%
PEP PEPSICO INC 1.4%
Value $4.043M Shares 23,863 Est. Cost $112.21 Unrealized +49.0%
PII POLARIS INC 1.3%
Value $3.86M Shares 37,063 Est. Cost $111.38 Unrealized +6.7%
PANW PALO ALTO NETWORKS INC 1.3%
Value $3.853M Shares 16,436 Est. Cost $70.26 Unrealized +68.4%
ABT ABBOTT LABS 1.3%
Value $3.767M Shares 38,899 Est. Cost $77.26 Unrealized +30.0%
ZS ZSCALER INC 1.3%
Value $3.745M Shares 24,068 Est. Cost $71.14 Unrealized +110.8%
IVV ISHARES TR 1.2%
Value $3.595M Shares 8,371 Est. Cost $291.99 Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 1.2%
Value $3.46M Shares 73,201 Est. Cost $56.04 Unrealized -6.5%
MOS MOSAIC CO NEW 1.1%
Value $3.27M Shares 91,865 Est. Cost $43.12 Unrealized -17.0%
MDLZ MONDELEZ INTL INC 1.1%
Value $3.243M Shares 46,726 Est. Cost $58.61 Unrealized +14.7%
CVX CHEVRON CORP NEW 1.1%
Value $3.196M Shares 18,952 Est. Cost $148.03 Unrealized -1.5%
GD GENERAL DYNAMICS CORP 1.1%
Value $3.173M Shares 14,357 Est. Cost $216.07 Unrealized -2.3%
COR CENCORA INC 1.0%
Value $3M Shares 16,667 Est. Cost $86.26 Unrealized +109.8%
TFC TRUIST FINL CORP 1.0%
Value $2.946M Shares 102,965 Est. Cost $38.63 Unrealized -29.7%
COHEN & STEERS INFRASTRUCTUR 1.0%
Value $2.877M Shares 146,922 Est. Cost $26.54 Unrealized
AVGO BROADCOM INC 1.0%
Value $2.87M Shares 3,456 Est. Cost $34.14 Unrealized +146.0%
ITW ILLINOIS TOOL WKS INC 1.0%
Value $2.845M Shares 12,353 Est. Cost $138.28 Unrealized +66.4%
LNG CHENIERE ENERGY INC 1.0%
Value $2.795M Shares 16,840 Est. Cost $161.33 Unrealized 0.0%
MLI MUELLER INDS INC 0.9%
Value $2.749M Shares 36,572 Est. Cost $36.81 Unrealized +4.3%
FTNT FORTINET INC 0.8%
Value $2.234M Shares 38,066 Est. Cost $51.45 Unrealized +28.7%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value $2.116M Shares 15,079 Est. Cost $96.75 Unrealized +36.2%
WEC WEC ENERGY GROUP INC 0.7%
Value $1.933M Shares 23,995 Est. Cost $63.67 Unrealized +25.2%
NRG NRG ENERGY INC 0.7%
Value $1.91M Shares 49,593 Est. Cost $30.60 Unrealized +17.8%
MRVL MARVELL TECHNOLOGY INC 0.6%
Value $1.689M Shares 31,207 Est. Cost $57.10 Unrealized +2.5%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value $1.66M Shares 16,149 Est. Cost $108.55 Unrealized 0.0%
FPEI FIRST TR EXCH TRADED FD III 0.5%
Value $1.547M Shares 91,656 Est. Cost $19.72 Unrealized
VALE VALE S A 0.4%
Value $1.211M Shares 90,390 Est. Cost $16.90 Unrealized
AEE AMEREN CORP 0.4%
Value $1.195M Shares 15,964 Est. Cost $62.76 Unrealized +20.3%
WM WASTE MGMT INC DEL 0.4%
Value $1.179M Shares 7,735 Est. Cost $97.23 Unrealized +60.5%
QCOM QUALCOMM INC 0.3%
Value $943K Shares 8,495 Est. Cost $90.82 Unrealized +21.2%
DPZ DOMINOS PIZZA INC 0.3%
Value $789K Shares 2,082 Est. Cost $368.93 Unrealized +0.8%
CSCO CISCO SYS INC 0.3%
Value $775K Shares 14,410 Est. Cost $45.51 Unrealized +10.5%
PZZA PAPA JOHNS INTL INC 0.2%
Value $643K Shares 9,428 Est. Cost $71.27 Unrealized -2.1%
NOBL PROSHARES TR 0.2%
Value $605K Shares 6,831 Est. Cost $65.64 Unrealized
COIN COINBASE GLOBAL INC 0.2%
Value $571K Shares 7,602 Est. Cost $62.91 Unrealized +34.0%
IYW ISHARES TR 0.2%
Value $554K Shares 5,281 Est. Cost $115.98 Unrealized
BAC BANK AMERICA CORP 0.2%
Value $446K Shares 16,306 Est. Cost $28.92 Unrealized -3.8%
IWP ISHARES TR 0.1%
Value $420K Shares 4,594 Est. Cost $118.92 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value $415K Shares 6,985 Est. Cost $59.81 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $408K Shares 1,329 Est. Cost $172.95 Unrealized +76.0%
NFLX NETFLIX INC 0.1%
Value $400K Shares 1,058 Est. Cost $22.21 Unrealized +90.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $396K Shares 1,131 Est. Cost $282.02 Unrealized +25.8%
SO SOUTHERN CO 0.1%
Value $384K Shares 5,938 Est. Cost $37.17 Unrealized +71.6%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $270K Shares 3,592 Est. Cost $60.92 Unrealized +22.1%
XOM EXXON MOBIL CORP 0.1%
Value $259K Shares 2,200 Est. Cost $100.18 Unrealized +0.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $225K Shares 769 Est. Cost $243.83 Unrealized +28.1%
RIOT RIOT PLATFORMS INC 0.1%
Value $204K Shares 21,914 Est. Cost $8.84 Unrealized +55.8%
WRN WESTERN COPPER & GOLD CORP 0.0%
Value $21,111 Shares 15,466 Est. Cost $1.71 Unrealized -13.5%