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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 51 | $4,366,162 | 3,294 | 0.00 | 0.00 | -71 | -2.11 | 03-31-2024 |
| NORTHROP GRUMMAN CORP | COM | 52 | $4,315,052 | 9,015 | 0.00 | 0.00 | 563 | 6.66 | 03-31-2024 |
| BOISE CASCADE CO DEL | COM | 53 | $4,263,320 | 27,798 | 0.00 | 0.00 | 1,014 | 3.79 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 54 | $4,258,652 | 9,591 | 0.00 | 0.00 | -1,069 | -10.03 | 03-31-2024 |
