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
CMCSA
Comcast Corp

Communication Services
23
+ 0.17%
$37.39 - $45.14 $860 - $1.04K
13.8K $516K
APD
Air Products & Chemicals, Inc.

Basic Materials
259
+ 1.47%
$285.5 - $335.62 $73.9K - $86.9K
17.8K $5.17M
TGT
Target Corp

Consumer Defensive
246
+ 4.93%
$121.59 - $160.69 $29.9K - $39.5K
5.23K $707K
AMD
Advanced Micro Devices Inc

Technology
419
+ 15.02%
$118.88 - $172.8 $49.8K - $72.4K
3.21K $387K
LNT
Alliant Energy Corp

Utilities
280
+ 0.47%
$56.24 - $63.63 $15.7K - $17.8K
59.8K $3.53M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
964
+ 4.79%
$31.24 - $37.15 $30.1K - $35.8K
21.1K $677K
MSFT
Microsoft Corp

Technology
1.85K
+ 1.86%
$406.35 - $454.46 $751K - $839K
101K $42.6M
GD
General Dynamics Corp

Industrials
90
+ 2.99%
$260.28 - $314.03 $23.4K - $28.3K
3.1K $817K
LOW
Lowes Companies Inc

Consumer Cyclical
215
+ 3.34%
$244.52 - $284.07 $52.6K - $61.1K
6.66K $1.64M
MCD
Mcdonalds Corp

Consumer Cyclical
81
+ 0.92%
$288.47 - $316.54 $23.4K - $25.6K
8.93K $2.59M
IVE
Ishares S&P 500 Value ETF

ETFs
631
+ 1.59%
$189.5 - $206.17 $120K - $130K
40.4K $7.71M
EFV
Msci Eafe Value ETF

ETFs
736
+ 1.96%
$51.78 - $57.15 $38.1K - $42.1K
38.4K $2.01M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
196
+ 5.22%
$396.64 - $516.74 $77.7K - $101K
3.95K $1.59M
WM
Waste Management Inc

Industrials
980
+ 1.55%
$201.79 - $228.46 $198K - $224K
64.3K $13M
AOS
Smith A O Corp

Industrials
293
+ 3.29%
$68.02 - $88.94 $19.9K - $26.1K
9.2K $627K
PEP
Pepsico Inc

Consumer Defensive
303
+ 2.51%
$151.29 - $176.1 $45.8K - $53.4K
12.4K $1.88M
KO
Coca Cola CO

Consumer Defensive
2.86K
+ 7.53%
$61.74 - $71.71 $177K - $205K
40.9K $2.54M
FE
Firstenergy Corp

Utilities
560
+ 1.22%
$39.14 - $44.52 $21.9K - $24.9K
46.5K $1.85M
VTR
Ventas, Inc.

Real Estate
1.3K
+ 1.9%
$57.73 - $66.48 $75K - $86.4K
69.7K $4.1M
NUE
Nucor Corp

Basic Materials
240
+ 2.57%
$115.78 - $167.74 $27.8K - $40.3K
9.6K $1.12M
LLY
Eli Lilly & CO

Healthcare
161
+ 3.89%
$727.2 - $932.06 $117K - $150K
4.3K $3.32M
HD
Home Depot, Inc.

Consumer Cyclical
122
+ 0.39%
$385.02 - $431.37 $47K - $52.6K
31.4K $12.2M
SBUX
Starbucks Corp

Consumer Cyclical
3.4K
+ 2.79%
$87.44 - $102.5 $297K - $349K
125K $11.4M
XOM
Exxon Mobil Corp

Energy
19
+ 0.03%
$105.51 - $125.37 $2K - $2.38K
60K $6.45M
CL
Colgate Palmolive CO

Consumer Defensive
7.92K
+ 7.66%
$90.22 - $102.31 $715K - $811K
111K $10.1M
O
Realty Income Corp

Real Estate
4.69K
+ 4.32%
$51.76 - $64.71 $242K - $303K
113K $6.04M
ECL
Ecolab Inc.

Basic Materials
528
+ 0.97%
$234.32 - $261.43 $124K - $138K
54.7K $12.8M
MRK
Merck & Co., Inc.

Healthcare
381
+ 0.4%
$96.31 - $114.76 $36.7K - $43.7K
96.2K $9.57M
AMGN
Amgen Inc

Healthcare
820
+ 2.6%
$258.78 - $328.31 $212K - $269K
32.4K $8.45M
ADBE
Adobe Inc.

Technology
1.03K
+ 3.2%
$437.39 - $552.96 $451K - $570K
33.2K $14.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.12K
+ 4.28%
$501.29 - $612.85 $560K - $685K
27.3K $14.2M
LMT
Lockheed Martin Corp

Industrials
751
+ 2.44%
$479.66 - $614.62 $360K - $462K
31.6K $15.3M
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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