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 Market Cap. of $200 Billions or more
