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
$67.8B
$3.74 Million 0.35% of portfolio
16,119
Q4 2024 Added 1.4%
$75.5B
$3.65 Million 0.34% of portfolio
42,803
Q4 2024 Added 9.9%
$26.1B
$3.66 Million 0.34% of portfolio
11,211
Q4 2024 Reduced 0.22%
$16.1B
$3.53 Million 0.33% of portfolio
59,752
Q4 2024 Added 0.47%
$75.9B
$3.5 Million 0.32% of portfolio
37,012
Q4 2024 Added 0.03%
$785B
$3.32 Million 0.31% of portfolio
4,304
Q4 2024 Added 3.89%
$377B
$3.29 Million 0.3% of portfolio
19,749
Q4 2024 Added 1.27%
$28.9B
$2.9 Million 0.27% of portfolio
20,328
Q4 2024 Added 133.07%
$404B
$2.97 Million 0.27% of portfolio
17,699
Q4 2024 Reduced 3.81%
$253B
$2.96 Million 0.27% of portfolio
50,053
Q4 2024 Added 3.08%
$272B
$2.78 Million 0.26% of portfolio
39,648
Q4 2024 Reduced 0.86%
$140B
$2.84 Million 0.26% of portfolio
30,790
Q4 2024 Reduced 1.87%
$80.2B
$2.81 Million 0.26% of portfolio
22,274
Q4 2024 Added 21.76%
$230B
$2.59 Million 0.24% of portfolio
8,928
Q4 2024 Added 0.92%
$76.2B
$2.44 Million 0.23% of portfolio
9,624
Q4 2024 Added 4.72%
$55.6B
$2.48 Million 0.23% of portfolio
17,675
Q4 2024 Added 3.37%
$370B
$2.46 Million 0.23% of portfolio
13,839
Q4 2024 Reduced 0.73%
$310B
$2.54 Million 0.23% of portfolio
40,866
Q4 2024 Added 7.53%
$191B
$2.33 Million 0.22% of portfolio
58,323
Q4 2024 Reduced 2.08%
$99.4B
$2.42 Million 0.22% of portfolio
16,367
Q4 2024 Reduced 4.17%
$683B
$2.37 Million 0.22% of portfolio
5,220
Q4 2024 Reduced 1.06%
$415B
$2.24 Million 0.21% of portfolio
2,517
Q4 2024 Added 2.61%
$14.7B
$2.13 Million 0.2% of portfolio
31,541
Q4 2024 Reduced 0.62%
$34.6B
$2.19 Million 0.2% of portfolio
5,739
Q4 2024 Added 2.08%
$55.2B
$2.18 Million 0.2% of portfolio
27,643
Q4 2024 Reduced 0.19%
$951B
$2.06 Million 0.19% of portfolio
10,796
Q4 2024 Reduced 15.3%
$419B
$2.07 Million 0.19% of portfolio
2,260
Q4 2024 Added 2.68%
$34.5B
$1.91 Million 0.18% of portfolio
10,364
Q4 2024 Added 2.45%
$69.8B
$1.87 Million 0.17% of portfolio
6,233
Q4 2024 Added 3.47%
$238B
$1.85 Million 0.17% of portfolio
20,516
Q4 2024 Reduced 1.14%
$207B
$1.88 Million 0.17% of portfolio
12,395
Q4 2024 Added 2.51%
$23.1B
$1.85 Million 0.17% of portfolio
46,474
Q4 2024 Added 1.22%
$173B
$1.69 Million 0.16% of portfolio
11,015
Q4 2024 Reduced 24.98%
$177B
$1.73 Million 0.16% of portfolio
8,902
Q4 2024 Added 4.78%
$124B
$1.59 Million 0.15% of portfolio
3,951
Q4 2024 Added 5.22%
$166B
$1.59 Million 0.15% of portfolio
3,202
Q4 2024 Added 5.02%
$145B
$1.64 Million 0.15% of portfolio
6,661
Q4 2024 Added 3.34%
$139B
$1.62 Million 0.15% of portfolio
22,605
Q4 2024 Reduced 23.06%
$197B
$1.49 Million 0.14% of portfolio
4,245
Q4 2024 Added 5.81%
$48.9B
$1.54 Million 0.14% of portfolio
11,144
Q4 2024 Added 3.69%
$125B
$1.43 Million 0.13% of portfolio
8,772
Q4 2024 Reduced 28.65%
$20.7B
$1.39 Million 0.13% of portfolio
12,325
Q4 2024 Added 11.01%
$13.5B
$1.25 Million 0.12% of portfolio
21,813
Q4 2024 Added 5.53%
$175B
$1.26 Million 0.12% of portfolio
2,408
Q4 2024 Added 1.13%
$65.4B
$1.26 Million 0.12% of portfolio
7,491
Q4 2024 Reduced 2.05%
$201B
$1.28 Million 0.12% of portfolio
4,302
Q4 2024 Reduced 1.74%
$173B
$1.2 Million 0.11% of portfolio
1,906
Q4 2024 Added 6.3%
$12.7B
$1.16 Million 0.11% of portfolio
11,229
Q4 2024 Reduced 0.05%
$30.9B
$1.12 Million 0.1% of portfolio
9,596
Q4 2024 Added 2.57%

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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