United Asset Strategies, Inc. Reduced Holdings in Q4 2024

United Asset Strategies, Inc.

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-209K
- 33.78%
$50.23 - $50.46 $10.5M - $10.5M
409K $20.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-115K
- 87.66%
$75.1 - $82.99 $8.66M - $9.56M
16.2K $1.23M
JNJ
Johnson & Johnson

Healthcare
-27K
- 44.79%
$143.34 - $165.86 $3.86M - $4.47M
33.2K $4.81M
XLB
Select Sector Spdr Fd Material

ETFs
-42.1K
- 60.44%
$83.8 - $97.58 $3.53M - $4.11M
27.6K $2.32M
CI
Cigna Corp

Healthcare
-3.22K
- 6.69%
$265.59 - $358.58 $855K - $1.15M
44.9K $12.4M
BDX
Becton Dickinson & CO

Healthcare
-16.4K
- 84.58%
$220.02 - $243.75 $3.61M - $4M
2.99K $678K
AIG
American International Group, Inc.

Financial Services
-22.4K
- 17.03%
$70.0 - $79.22 $1.57M - $1.77M
109K $7.94M
SNPS
Synopsys Inc

Technology
-2.76K
- 57.5%
$485.36 - $588.0 $1.34M - $1.62M
2.04K $989K
CTAS
Cintas Corp

Industrials
-4.91K
- 49.03%
$182.7 - $226.47 $896K - $1.11M
5.1K $931K
AMAT
Applied Materials Inc

Technology
-3.52K
- 28.65%
$161.44 - $213.89 $569K - $753K
8.77K $1.43M
NEE
Nextera Energy Inc

Utilities
-6.78K
- 23.06%
$69.77 - $85.43 $473K - $579K
22.6K $1.62M
QCOM
Qualcomm Inc

Technology
-3.67K
- 24.98%
$150.4 - $178.04 $552K - $653K
11K $1.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.18K
- 21.82%
$567.81 - $607.81 $667K - $714K
4.21K $2.47M
XLI
Industrial Sector Spdr

ETFs
-3.38K
- 15.41%
$131.76 - $143.99 $445K - $486K
18.5K $2.44M
AGZ
Ishares Agency Bond ETF

ETFs
-4.01K
- 36.88%
$107.68 - $110.37 $432K - $442K
6.86K $740K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-11.3K
- 13.89%
$26.08 - $27.65 $294K - $312K
70K $1.83M
SPMD
Spdr Portfolio

ETFs
-6.71K
- 10.16%
$54.13 - $59.56 $363K - $400K
59.3K $3.24M
VZ
Verizon Communications Inc

Communication Services
-1.24K
- 2.08%
$39.6 - $45.21 $48.9K - $55.9K
58.3K $2.33M
BA
Boeing CO

Industrials
-2.3K
- 66.56%
$138.14 - $180.72 $318K - $416K
1.16K $204K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.8K
- 6.17%
$96.64 - $101.23 $173K - $182K
27.3K $2.65M
ABBV
Abb Vie Inc.

Healthcare
-102
- 0.73%
$164.99 - $203.87 $16.8K - $20.8K
13.8K $2.46M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.33K
- 39.62%
$50.73 - $51.08 $270K - $272K
8.12K $412K
HUMA
Humacyte, Inc.

Healthcare
-34.1K
- 15.62%
$3.46 - $5.81 $118K - $198K
184K $930K
RTX
Raytheon Technologies Corp

Industrials
-57
- 0.13%
$114.45 - $127.21 $6.52K - $7.25K
43.3K $5.01M
NKE
Nike, Inc.

Consumer Cyclical
-400
- 2.68%
$73.36 - $89.13 $29.3K - $35.7K
14.5K $1.1M
PG
Procter & Gamble CO

Consumer Defensive
-701
- 3.81%
$161.05 - $179.7 $113K - $126K
17.7K $2.97M
CVS
Cvs Health Corp

Healthcare
-1.09K
- 11.8%
$43.78 - $67.46 $47.6K - $73.4K
8.13K $364K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.75K
- 43.47%
$113.79 - $124.5 $199K - $217K
2.27K $260K
CCI
Crown Castle International Corp

Real Estate
-344
- 6.93%
$89.78 - $119.11 $30.9K - $41K
4.62K $419K
GPC
Genuine Parts CO

Consumer Cyclical
-355
- 7.62%
$113.11 - $143.63 $40.2K - $51K
4.3K $502K
WTW
Willis Towers Watson PLC

Financial Services
-600
- 23.8%
$287.99 - $332.53 $173K - $200K
1.92K $598K
ED
Consolidated Edison Inc

Utilities
-317
- 4.68%
$88.87 - $107.38 $28.2K - $34K
6.46K $575K
CAT
Caterpillar Inc

Industrials
-121
- 5.41%
$360.37 - $416.88 $43.6K - $50.4K
2.12K $767K
IEF
Ishares Barclays

ETFs
-176
- 1.12%
$92.08 - $98.18 $16.2K - $17.3K
15.6K $1.44M
PFE
Pfizer Inc

Healthcare
-936
- 2.9%
$24.8 - $30.19 $23.2K - $28.3K
31.3K $831K
XLU
Utilities Sector Spdr

ETFs
-651
- 7.06%
$74.89 - $82.93 $48.8K - $54K
8.58K $649K
MDT
Medtronic PLC

Healthcare
-131
- 1.57%
$79.61 - $92.24 $10.4K - $12.1K
8.21K $656K
IAU
Ishares Gold Trust

ETFs
-1.73K
- 4.56%
$48.37 - $52.65 $83.4K - $90.8K
36.1K $1.79M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-199
- 3.07%
$87.1 - $98.49 $17.3K - $19.6K
6.29K $548K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-6
- 0.05%
$101.82 - $114.06 $611 - $684
11.2K $1.16M
GOOG
Alphabet Inc.

Communication Services
-1.95K
- 15.3%
$163.08 - $198.16 $318K - $386K
10.8K $2.06M
MMM
3 M CO

Industrials
-186
- 2.94%
$124.74 - $137.12 $23.2K - $25.5K
6.15K $793K
D
Dominion Energy, Inc

Utilities
-49
- 0.29%
$52.63 - $60.92 $2.58K - $2.99K
16.8K $905K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-56
- 1.06%
$442.29 - $483.08 $24.8K - $27.1K
5.22K $2.37M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-281
- 10.21%
$107.06 - $123.74 $30.1K - $34.8K
2.47K $270K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-234
- 6.07%
$75.65 - $83.47 $17.7K - $19.5K
3.62K $275K
AEP
American Electric Power CO Inc

Utilities
-136
- 4.53%
$90.91 - $102.21 $12.4K - $13.9K
2.87K $264K
FIS
Fidelity National Information Services, Inc.

Technology
-41
- 0.33%
$80.14 - $90.95 $3.29K - $3.73K
12.5K $1.01M
VV
Vanguard Large Cap ETF

ETFs
-223
- 7.33%
$260.27 - $280.65 $58K - $62.6K
2.82K $760K
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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