United Asset Strategies, Inc. Incresed Positions 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
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
XLF
Financial Sector Spdr

ETFs
32.2K
+ 20.2%
$44.89 - $51.34 $1.44M - $1.65M
191K $9.25M
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
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
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
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
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
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
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
CDNS
Cadence Design Systems Inc

Technology
209
+ 3.47%
$249.1 - $324.54 $52.1K - $67.8K
6.23K $1.87M
TROW
Price T Rowe Group Inc

Financial Services
1.22K
+ 11.01%
$106.48 - $124.69 $130K - $152K
12.3K $1.39M
PAYX
Paychex Inc

Industrials
576
+ 3.37%
$135.86 - $148.73 $78.3K - $85.7K
17.7K $2.48M
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.12K
+ 1.94%
$87.41 - $97.21 $97.8K - $109K
58.8K $5.3M
CPRT
Copart Inc

Consumer Cyclical
1.14K
+ 5.53%
$51.36 - $63.8 $58.7K - $72.9K
21.8K $1.25M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.03K
+ 32.24%
$38.37 - $42.82 $193K - $215K
20.6K $791K
GLD
Spdr Gold Trust

ETFs
922
+ 1.08%
$236.59 - $257.5 $218K - $237K
86.2K $20.9M
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 2.68%
$873.59 - $994.69 $51.5K - $58.7K
2.26K $2.07M
EMR
Emerson Electric CO

Industrials
16
+ 0.22%
$108.13 - $134.33 $1.73K - $2.15K
7.16K $886K
CVX
Chevron Corp

Energy
1.94K
+ 2.41%
$141.15 - $162.53 $274K - $315K
82.3K $11.9M
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 1.13%
$471.27 - $550.62 $12.7K - $14.9K
2.41K $1.26M
INTU
Intuit Inc

Technology
113
+ 6.3%
$602.01 - $706.25 $68K - $79.8K
1.91K $1.2M
TXN
Texas Instruments Inc

Technology
406
+ 4.78%
N/A
8.9K $1.73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
690
+ 29.95%
$113.92 - $127.38 $78.6K - $87.9K
2.99K $344K
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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