United Asset Strategies, Inc. Portfolio Holdings

United Asset Strategies, Inc.

  • $1.08 Billion
  • Q4 2024

United Asset Strategies, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $44.8M, Apple Inc. with a value of $43.6M, Amazon Com Inc with a value of $43.5M, Microsoft Corp with a value of $42.6M, and Nvidia Corp with a value of $39.6M.

Examining the 13F form we can see an increase of $15.5M in the current position value, from $1.07B to 1.08B.

United Asset Strategies, Inc. is based out at Garden City, NY

Below you can find more details about United Asset Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion
Technology: $247 Million
ETFs: $224 Million
Financial Services: $113 Million
Communication Services: $88.9 Million
Healthcare: $86.7 Million
Consumer Cyclical: $84.7 Million
Industrials: $70.7 Million
Consumer Defensive: $48.9 Million
Other: $119 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$43.6 Million 4.03% of portfolio
174,236
Q4 2024 Reduced 6.14%
$1.96T
$43.5 Million 4.01% of portfolio
198,215
Q4 2024 Added 1.33%
$2.82T
$42.6 Million 3.93% of portfolio
101,024
Q4 2024 Added 1.86%
$273B
$39.6 Million 3.66% of portfolio
294,962
Q4 2024 Added 1.94%
$922B
$34.6 Million 3.2% of portfolio
182,859
Q4 2024 Added 1.39%
$1.3T
$28.3 Million 2.62% of portfolio
48,033
Q4 2024 Added 0.01%
$52.9B
$24.3 Million 2.24% of portfolio
219,888
Q4 2024 Added 7.08%
$161B
$23.7 Million 2.18% of portfolio
22,323
Q4 2024 Added 0.5%
$17.2B
$22.1 Million 2.04% of portfolio
292,129
Q4 2024 Added 98.93%
$516B
$20.1 Million 1.86% of portfolio
38,233
Q4 2024 Added 1.66%
$712B
$19.4 Million 1.79% of portfolio
80,851
Q4 2024 Reduced 0.69%
$51.7B
$16.8 Million 1.55% of portfolio
92,205
Q4 2024 Added 103.21%
$331B
$15.8 Million 1.46% of portfolio
359,802
Q4 2024 Reduced 0.3%
$116B
$15.3 Million 1.42% of portfolio
31,584
Q4 2024 Added 2.44%
$63.8B
$15 Million 1.39% of portfolio
549,186
Q4 2024 Added 0.8%
$179B
$14.8 Million 1.36% of portfolio
33,188
Q4 2024 Added 3.2%
$196B
$14.2 Million 1.31% of portfolio
27,269
Q4 2024 Added 4.28%
$141B
$13.9 Million 1.29% of portfolio
188,239
Q4 2024 Added 1.34%
$93.6B
$13 Million 1.2% of portfolio
64,259
Q4 2024 Added 1.55%
$71.1B
$12.8 Million 1.18% of portfolio
54,690
Q4 2024 Added 0.97%
$99.2B
$12.4 Million 1.15% of portfolio
44,924
Q4 2024 Reduced 6.69%
$43.8B
$12.4 Million 1.15% of portfolio
168,159
Q4 2024 Added 5.15%
$367B
$12.2 Million 1.13% of portfolio
31,383
Q4 2024 Added 0.39%
$325B
$11.9 Million 1.1% of portfolio
82,321
Q4 2024 Added 2.41%
$112B
$11.4 Million 1.05% of portfolio
125,107
Q4 2024 Added 2.79%
$77.4B
$10.1 Million 0.94% of portfolio
111,438
Q4 2024 Added 7.66%
$241B
$9.91 Million 0.91% of portfolio
82,317
Q4 2024 Added 0.91%
$96B
$9.6 Million 0.89% of portfolio
16,846
Q4 2024 Added 3.64%
$226B
$9.57 Million 0.88% of portfolio
96,177
Q4 2024 Added 0.4%
$13B
$8.83 Million 0.82% of portfolio
70,151
Q4 2024 Added 5.96%
$23.6B
$8.79 Million 0.81% of portfolio
135,156
Q4 2024 Reduced 1.94%
$330B
$8.63 Million 0.8% of portfolio
39,087
Q4 2024 Added 0.16%
$164B
$8.45 Million 0.78% of portfolio
32,413
Q4 2024 Added 2.6%
$63.6B
$7.94 Million 0.73% of portfolio
109,016
Q4 2024 Reduced 17.03%
$30.5B
$7.82 Million 0.72% of portfolio
148,827
Q4 2024 Added 2.82%
$179B
$6.77 Million 0.62% of portfolio
60,793
Q4 2024 Added 0.84%
$222M
$6.71 Million 0.62% of portfolio
86,933
Q4 2024 Reduced 1.81%
$491B
$6.45 Million 0.6% of portfolio
59,964
Q4 2024 Added 0.03%
$35B
$6.04 Million 0.56% of portfolio
113,013
Q4 2024 Added 4.32%
$56.5B
$5.7 Million 0.53% of portfolio
26,537
Q4 2024 New
$18B
$5.36 Million 0.49% of portfolio
32,989
Q4 2024 Added 1.23%
$64.8B
$5.17 Million 0.48% of portfolio
17,828
Q4 2024 Added 1.47%
$194B
$5.01 Million 0.46% of portfolio
43,279
Q4 2024 Reduced 0.13%
$561B
$4.83 Million 0.45% of portfolio
15,270
Q4 2024 Added 2.85%
$428B
$4.81 Million 0.44% of portfolio
33,230
Q4 2024 Reduced 44.79%
$832B
$4.63 Million 0.43% of portfolio
11,454
Q4 2024 Reduced 0.99%
$141B
$4.34 Million 0.4% of portfolio
19,226
Q4 2024 Added 1.88%
$27.5B
$4.1 Million 0.38% of portfolio
69,693
Q4 2024 Added 1.9%
$72.1B
$4.09 Million 0.38% of portfolio
75,501
Q4 2024 Reduced 1.22%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $1.08 Billion
  • Prior Value $1.07 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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