United Asset Strategies, Inc. Purchases in Q4 2024

United Asset Strategies, Inc.

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
14.5K
+ 7.08%
$70.31 - $124.78 $1.02M - $1.82M
220K $24.3M
XLV
Select Sector Spdr Fund Health

ETFs
55.6K
+ 225.33%
$136.28 - $154.74 $7.57M - $8.6M
80.2K $11M
AMZN
Amazon Com Inc

Consumer Cyclical
2.6K
+ 1.33%
$180.88 - $232.93 $470K - $605K
198K $43.5M
LNG
Cheniere Energy, Inc.

Energy
26.5K
New
$181.07 - $225.92 $4.81M - $6M
26.5K $5.7M
GOOGL
Alphabet Inc.

Communication Services
2.51K
+ 1.39%
$161.86 - $196.66 $407K - $494K
183K $34.6M
NVDA
Nvidia Corp

Technology
5.61K
+ 1.94%
$117.0 - $148.88 $656K - $835K
295K $39.6M
NOW
Service Now, Inc.

Technology
110
+ 0.5%
$867.18 - $1148.42 $95.4K - $126K
22.3K $23.7M
KMI
Kinder Morgan, Inc.

Energy
4.34K
+ 0.8%
$22.59 - $28.54 $98.1K - $124K
549K $15M
ETR
Entergy Corp

Utilities
145K
+ 98.93%
$73.19 - $156.4 $10.6M - $22.7M
292K $22.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
64.4K
+ 24.18%
$45.17 - $47.23 $2.91M - $3.04M
331K $15M
DDOG
Datadog, Inc.

Technology
11.6K
+ 133.07%
$113.98 - $168.65 $1.32M - $1.96M
20.3K $2.9M
EW
Edwards Lifesciences Corp

Healthcare
8.24K
+ 5.15%
$64.54 - $75.92 $532K - $626K
168K $12.4M
SCHW
Schwab Charles Corp

Financial Services
2.5K
+ 1.34%
$63.31 - $82.85 $158K - $207K
188K $13.9M
MCK
Mckesson Corp

Healthcare
592
+ 3.64%
$482.27 - $628.5 $286K - $372K
16.8K $9.6M
MA
Mastercard Inc

Financial Services
624
+ 1.66%
$491.3 - $536.15 $307K - $335K
38.2K $20.1M
PANW
Palo Alto Networks Inc

Technology
46.8K
+ 103.21%
$181.96 - $405.9 $8.52M - $19M
92.2K $16.8M
AVGO
Broadcom Inc.

Technology
223
+ 1.4%
$159.67 - $250.0 $35.6K - $55.8K
16.1K $3.74M
DIS
Walt Disney CO

Communication Services
507
+ 0.84%
$92.39 - $117.6 $46.8K - $59.6K
60.8K $6.77M
MELI
Mercadolibre Inc

Consumer Cyclical
500
New
$1666.0 - $2117.3 $833K - $1.06M
500 $850K
META
Meta Platforms, Inc.

Communication Services
5
+ 0.01%
$554.08 - $632.68 $2.77K - $3.16K
48K $28.3M
V
Visa Inc.

Financial Services
423
+ 2.85%
$273.87 - $320.91 $116K - $136K
15.3K $4.83M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
8.08K
+ 45.51%
$98.47 - $109.35 $796K - $884K
25.8K $2.54M
SLB
Schlumberger Limited

Energy
18.6K
New
$36.83 - $45.59 $685K - $848K
18.6K $713K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.1K
+ 7.63%
$44.33 - $49.55 $846K - $945K
269K $12.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
117
+ 2.08%
$260.53 - $404.79 $30.5K - $47.4K
5.74K $2.19M
MU
Micron Technology Inc

Technology
7.78K
New
$84.16 - $113.41 $655K - $882K
7.78K $654K
EQIX
Equinix Inc

Real Estate
687
New
$865.69 - $985.0 $595K - $677K
687 $647K
ASML
Asml Holding Nv

Technology
927
New
$658.43 - $872.27 $610K - $809K
927 $642K
FTNT
Fortinet, Inc.

Technology
12
+ 0.03%
$76.49 - $99.21 $918 - $1.19K
37K $3.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.86K
+ 9.9%
$77.25 - $91.3 $298K - $352K
42.8K $3.65M
TMUS
T Mobile Us, Inc.

Communication Services
62
+ 0.16%
$206.1 - $246.94 $12.8K - $15.3K
39.1K $8.63M
XLE
Energy Sector Spdr

ETFs
7.09K
+ 31.19%
$83.32 - $97.27 $590K - $689K
29.8K $2.55M
NFLX
Netflix Inc

Communication Services
64
+ 2.61%
$687.65 - $936.56 $44K - $59.9K
2.52K $2.24M
CRM
Salesforce, Inc.

Technology
50
+ 0.68%
$270.87 - $367.87 $13.5K - $18.4K
7.35K $2.46M
HON
Honeywell International Inc

Industrials
355
+ 1.88%
$202.84 - $236.0 $72K - $83.8K
19.2K $4.34M
IYR
Ishares Tr

ETFs
4.26K
New
$90.74 - $102.87 $387K - $438K
4.26K $396K
CSCO
Cisco Systems, Inc.

Technology
1.49K
+ 3.08%
$52.45 - $60.02 $78.4K - $89.7K
50.1K $2.96M
TTWO
Take Two Interactive Software Inc

Communication Services
248
+ 2.45%
$147.66 - $190.46 $36.6K - $47.2K
10.4K $1.91M
COP
Conocophillips

Energy
3.54K
New
$95.12 - $114.72 $337K - $406K
3.54K $351K
UPS
United Parcel Service Inc

Industrials
3.98K
+ 21.76%
$122.65 - $138.35 $488K - $551K
22.3K $2.81M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.35K
+ 3.92%
$29.11 - $41.59 $39.2K - $56K
35.7K $1.32M
IWM
Ishares Russell 2000 ETF

ETFs
1.33K
New
$216.13 - $242.4 $287K - $322K
1.33K $293K
MNST
Monster Beverage Corp

Consumer Defensive
4.09K
+ 2.82%
$49.24 - $56.38 $201K - $230K
149K $7.82M
VST
Vistra Corp.

Utilities
397
+ 3.69%
$115.74 - $166.61 $45.9K - $66.1K
11.1K $1.54M
GLDM
World Gold Trust

ETFs
4.84K
New
$50.76 - $55.23 $245K - $267K
4.84K $251K
CDNS
Cadence Design Systems Inc

Technology
209
+ 3.47%
$249.1 - $324.54 $52.1K - $67.8K
6.23K $1.87M
NJR
New Jersey Resources Corp

Utilities
4.87K
New
$45.17 - $51.61 $220K - $251K
4.87K $227K
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.55K
New
$44.03 - $46.65 $200K - $212K
4.55K $200K
PAYX
Paychex Inc

Industrials
576
+ 3.37%
$135.86 - $148.73 $78.3K - $85.7K
17.7K $2.48M
Activity Summary
Buys All Purchases 133 New Holdings 15 Increased Positions 118 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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