Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL MANAGEMENT OF KS INC | 04-19-2024 | 03-31-2024 | 80 | 436,727,281 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SHT TM US TRES | 1 | $29,162,058 | 604,896 | 0.01 | 0.01 | 37,062 | 6.53 | 03-31-2024 |
| SUPER MICRO COMPUTER INC | COM | 2 | $25,707,284 | 25,452 | 0.01 | 0.00 | -13,559 | -34.76 | 03-31-2024 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 3 | $21,683,702 | 349,399 | 0.00 | 349,399 | +Inf | 03-31-2024 | |
| NVIDIA CORPORATION | COM | 4 | $18,305,577 | 20,259 | 0.00 | 0.00 | -6,688 | -24.82 | 03-31-2024 |
