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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.8 Million 4.13% of portfolio
192,483
Q4 2024 Reduced 0.71%
$92.7B
$20.9 Million 1.93% of portfolio
86,218
Q4 2024 Added 1.08%
$0
$20.6 Million 1.9% of portfolio
408,884
Q4 2024 Reduced 33.78%
$0
$15 Million 1.39% of portfolio
330,999
Q4 2024 Added 24.18%
$0
$13.9 Million 1.28% of portfolio
201,623
Q4 2024 Reduced 1.61%
$0
$12.1 Million 1.12% of portfolio
269,044
Q4 2024 Added 7.63%
$0
$11 Million 1.02% of portfolio
80,227
Q4 2024 Added 225.33%
$0
$9.25 Million 0.85% of portfolio
191,432
Q4 2024 Added 20.2%
$0
$7.71 Million 0.71% of portfolio
40,389
Q4 2024 Added 1.59%
$0
$7.49 Million 0.69% of portfolio
98,529
Q4 2024 Added 0.87%
$0
$5.3 Million 0.49% of portfolio
58,785
Q4 2024 Added 1.94%
$0
$4.3 Million 0.4% of portfolio
26,219
Q4 2024 Added 2.08%
$0
$3.24 Million 0.3% of portfolio
59,301
Q4 2024 Reduced 10.16%
$0
$2.65 Million 0.24% of portfolio
27,305
Q4 2024 Reduced 6.17%
$0
$2.55 Million 0.24% of portfolio
29,804
Q4 2024 Added 31.19%
$0
$2.47 Million 0.23% of portfolio
4,210
Q4 2024 Reduced 21.82%
$0
$2.54 Million 0.23% of portfolio
25,845
Q4 2024 Added 45.51%
$0
$2.26 Million 0.21% of portfolio
10,085
Q4 2024 Reduced 3.45%
$0
$2.25 Million 0.21% of portfolio
23,258
Q4 2024 Reduced 1.84%
$0
$2.32 Million 0.21% of portfolio
27,555
Q4 2024 Reduced 60.44%
$0
$2.11 Million 0.2% of portfolio
16,352
Q4 2024 Added 1.21%
$0
$2.01 Million 0.19% of portfolio
38,372
Q4 2024 Added 1.96%
$0
$1.99 Million 0.18% of portfolio
3,897
Q4 2024 Reduced 0.36%
$0
$1.83 Million 0.17% of portfolio
69,965
Q4 2024 Reduced 13.89%
$46.6B
$1.79 Million 0.16% of portfolio
36,072
Q4 2024 Reduced 4.56%
$0
$1.44 Million 0.13% of portfolio
15,552
Q4 2024 Reduced 1.12%
$0
$1.32 Million 0.12% of portfolio
35,702
Q4 2024 Added 3.92%
$0
$1.17 Million 0.11% of portfolio
17,217
Q4 2024 Added 1.54%
$0
$1.23 Million 0.11% of portfolio
16,220
Q4 2024 Reduced 87.66%
$0
$708,000 0.07% of portfolio
8,647
Q4 2024 Reduced 3.22%
$0
$760,000 0.07% of portfolio
2,820
Q4 2024 Reduced 7.33%
$0
$791,000 0.07% of portfolio
20,616
Q4 2024 Added 32.24%
$0
$740,000 0.07% of portfolio
6,861
Q4 2024 Reduced 36.88%
$0
$785,000 0.07% of portfolio
7,812
Q4 2024 Reduced 1.05%
$0
$695,000 0.06% of portfolio
2,159
Q4 2024 Reduced 5.76%
$0
$649,000 0.06% of portfolio
8,575
Q4 2024 Reduced 7.06%
$0
$503,000 0.05% of portfolio
14,762
Q4 2024 Added 3.48%
$0
$548,000 0.05% of portfolio
6,285
Q4 2024 Reduced 3.07%
$0
$396,000 0.04% of portfolio
4,261
Q4 2024 New
$0
$439,000 0.04% of portfolio
4,264
Q4 2024 Reduced 2.87%
$0
$437,000 0.04% of portfolio
1,643
Q2 2023 Reduced 96.91%
$0
$412,000 0.04% of portfolio
8,117
Q4 2024 Reduced 39.62%
$0
$408,000 0.04% of portfolio
18,000
Q4 2024 Added 200.0%
$0
$452,000 0.04% of portfolio
11,124
Q4 2024 Added 25.37%
$0
$314,000 0.03% of portfolio
584
Q4 2024 Added 17.74%
$0
$272,000 0.03% of portfolio
6,492
Q4 2024 Reduced 7.15%
$0
$271,000 0.03% of portfolio
2,672
Q4 2023 New
$0
$293,000 0.03% of portfolio
1,329
Q4 2024 New
$0
$275,000 0.03% of portfolio
3,622
Q4 2024 Reduced 6.07%

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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