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
T
At&T Inc.

Communication Services
-2.15K
- 16.4%
$21.22 - $23.88 $45.7K - $51.4K
11K $249K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-288
- 3.22%
$81.68 - $82.93 $23.5K - $23.9K
8.65K $708K
MVIS
Microvision, Inc.

Technology
-30.2K
- 74.57%
N/A
10.3K $10K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-132
- 5.76%
$311.11 - $335.64 $41.1K - $44.3K
2.16K $695K
DUK
Duke Energy Corp

Utilities
-32
- 1.13%
$105.76 - $120.76 $3.38K - $3.86K
2.81K $302K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-500
- 7.15%
$41.09 - $45.94 $20.5K - $23K
6.49K $272K
DVY
Ishares Tr

ETFs
-73
- 4.38%
$129.55 - $143.41 $9.46K - $10.5K
1.59K $209K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-83
- 1.05%
$100.24 - $101.35 $8.32K - $8.41K
7.81K $785K
TJX
Tjx Companies Inc

Consumer Cyclical
-117
- 5.22%
$112.15 - $127.2 $13.1K - $14.9K
2.12K $256K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-126
- 2.87%
$100.38 - $107.86 $12.6K - $13.6K
4.26K $439K
Ark 21 Shares Bitcoin ETF
-335
- 8.72%
N/A
3.51K $0
JCI
Johnson Controls International PLC

Industrials
-52
- 0.19%
$74.23 - $86.6 $3.86K - $4.5K
27.6K $2.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.3K
- 1.61%
$66.77 - $71.52 $220K - $236K
202K $13.9M
PH
Parker Hannifin Corp

Industrials
-34
- 0.15%
$621.74 - $709.46 $21.1K - $24.1K
23.2K $14.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 0.36%
$481.22 - $538.17 $6.74K - $7.53K
3.9K $1.99M
AXP
American Express CO

Financial Services
-76
- 1.74%
$267.35 - $305.57 $20.3K - $23.2K
4.3K $1.28M
XLC
Select Sector Spdr Tr Communic

ETFs
-435
- 1.84%
$89.66 - $102.16 $39K - $44.4K
23.3K $2.25M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 2.23%
$4100.99 - $5300.34 $20.5K - $26.5K
219 $1.09M
DASH
Door Dash, Inc.

Communication Services
-157
- 2.05%
$141.93 - $180.48 $22.3K - $28.3K
7.49K $1.26M
XLY
Select Sector Spdr Consumer Di

ETFs
-360
- 3.45%
$194.8 - $239.43 $70.1K - $86.2K
10.1K $2.26M
USFD
Us Foods Holding Corp.

Consumer Defensive
-197
- 0.62%
$60.65 - $72.33 $11.9K - $14.2K
31.5K $2.13M
WMT
Walmart Inc.

Consumer Defensive
-237
- 1.14%
$79.1 - $95.7 $18.7K - $22.7K
20.5K $1.85M
KKR
Kkr & Co. Inc.

Financial Services
-712
- 4.17%
$129.87 - $162.87 $92.5K - $116K
16.4K $2.42M
GILD
Gilead Sciences, Inc.

Healthcare
-588
- 1.87%
$83.95 - $97.9 $49.4K - $57.6K
30.8K $2.84M
AAPL
Apple Inc.

Technology
-11.4K
- 6.14%
$221.69 - $259.02 $2.53M - $2.95M
174K $43.6M
WFC
Wells Fargo & Company

Financial Services
-345
- 0.86%
$54.98 - $77.35 $19K - $26.7K
39.6K $2.78M
WMB
Williams Companies, Inc.

Energy
-932
- 1.22%
$46.37 - $59.74 $43.2K - $55.7K
75.5K $4.09M
OZ
Belpointe Prep, LLC

Real Estate
-1.6K
- 1.81%
$63.55 - $80.07 $102K - $128K
86.9K $6.71M
XLK
Technology Sector Spdr

ETFs
-1.37K
- 0.71%
$220.26 - $241.44 $302K - $331K
192K $44.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-25
- 0.22%
$229.85 - $335.91 $5.75K - $8.4K
11.2K $3.66M
BAC
Bank Of America Corp

Financial Services
-1.1K
- 0.3%
$39.22 - $47.77 $43.1K - $52.5K
360K $15.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-115
- 0.99%
$213.65 - $479.86 $24.6K - $55.2K
11.5K $4.63M
SYF
Synchrony Financial

Financial Services
-2.67K
- 1.94%
$49.01 - $68.55 $131K - $183K
135K $8.79M
JPM
Jpmorgan Chase & CO

Financial Services
-558
- 0.69%
$205.18 - $250.29 $114K - $140K
80.9K $19.4M
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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