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
ACN
Accenture PLC

Technology
233
+ 5.81%
$343.9 - $376.86 $80.1K - $87.8K
4.25K $1.49M
EOG
Eog Resources Inc

Energy
555
+ 9.14%
$118.22 - $136.54 $65.6K - $75.8K
6.63K $812K
XLP
Consumer Staples Sector Spdr

ETFs
852
+ 0.87%
N/A
98.5K $7.49M
VMC
Vulcan Materials CO

Basic Materials
122
+ 3.26%
$237.95 - $292.31 $29K - $35.7K
3.87K $995K
APLE
Apple Hospitality Reit, Inc.

Real Estate
2.89K
+ 12.07%
$14.68 - $16.32 $42.4K - $47.1K
26.8K $411K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.25K
+ 25.37%
$40.06 - $45.21 $90.2K - $102K
11.1K $452K
ROST
Ross Stores, Inc.

Consumer Cyclical
338
+ 6.59%
$138.59 - $156.61 $46.8K - $52.9K
5.47K $826K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88
+ 17.74%
$521.84 - $558.82 $45.9K - $49.2K
584 $314K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
27
+ 4.67%
$1146.59 - $1270.6 $31K - $34.3K
605 $717K
CLX
Clorox CO

Consumer Defensive
402
+ 1.23%
$156.51 - $169.74 $62.9K - $68.2K
33K $5.36M
CEG
Constellation Energy Corp

Utilities
362
+ 28.73%
$224.28 - $285.52 $81.2K - $103K
1.62K $364K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
691
+ 13.61%
$57.38 - $61.11 $39.6K - $42.2K
5.77K $336K
ITW
Illinois Tool Works Inc

Industrials
434
+ 4.72%
$253.56 - $278.5 $110K - $121K
9.62K $2.44M
IWN
Ishares Russell2000 Val ETF

ETFs
535
+ 2.08%
$162.69 - $181.35 $87K - $97K
26.2K $4.3M
SPGI
S&P Global Inc.

Financial Services
153
+ 5.02%
$480.36 - $529.17 $73.5K - $81K
3.2K $1.59M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12K
+ 200.0%
$22.01 - $66.82 $264K - $802K
18K $408K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
46
+ 4.72%
$238.25 - $261.28 $11K - $12K
1.02K $247K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 1.35%
$570.51 - $610.59 $2.85K - $3.05K
375 $220K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.05%
$124.26 - $134.12 $124 - $134
2.05K $263K
EEM
Ishares Msci Emerging Markets

ETFs
626
+ 12.46%
$41.82 - $47.36 $26.2K - $29.6K
5.65K $236K
MET
Metlife Inc

Financial Services
120
+ 1.11%
$78.15 - $88.25 $9.38K - $10.6K
10.9K $895K
PM
Philip Morris International Inc.

Consumer Defensive
745
+ 0.91%
$118.38 - $133.06 $88.2K - $99.1K
82.3K $9.91M
Jacobs Solutions Inc
5.73K
+ 19.91%
N/A
34.5K $0
IBM
International Business Machines Corp

Technology
2
+ 0.08%
$204.9 - $238.04 $410 - $476
2.49K $546K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
261
+ 1.54%
$67.38 - $75.88 $17.6K - $19.8K
17.2K $1.17M
PEG
Public Service Enterprise Group Inc

Utilities
127
+ 2.65%
$81.87 - $94.51 $10.4K - $12K
4.92K $415K
BP
Bp PLC

Energy
27
+ 0.37%
$28.16 - $33.14 $760 - $895
7.3K $215K
IWS
Ishares Russell Midcap Value E

ETFs
195
+ 1.21%
$128.08 - $140.32 $25K - $27.4K
16.4K $2.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.28K
+ 168.77%
$22.4 - $68.28 $163K - $497K
11.6K $268K
CB
Chubb LTD

Financial Services
40
+ 1.32%
$271.57 - $301.89 $10.9K - $12.1K
3.08K $850K
ORCL
Oracle Corp

Technology
248
+ 1.27%
$165.41 - $192.43 $41K - $47.7K
19.7K $3.29M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
497
+ 3.48%
$34.13 - $37.35 $17K - $18.6K
14.8K $503K
TER
Teradyne, Inc

Technology
3.94K
+ 5.96%
$102.58 - $133.62 $404K - $527K
70.2K $8.83M
SBAC
Sba Communications Corp

Real Estate
217
+ 8.27%
$198.24 - $249.31 $43K - $54.1K
2.84K $579K
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
AMD
Advanced Micro Devices Inc

Technology
419
+ 15.02%
$118.88 - $172.8 $49.8K - $72.4K
3.21K $387K
TGT
Target Corp

Consumer Defensive
246
+ 4.93%
$121.59 - $160.69 $29.9K - $39.5K
5.23K $707K
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
NDSN
Nordson Corp

Industrials
119
+ 4.23%
$208.83 - $264.36 $24.9K - $31.5K
2.93K $613K
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
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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