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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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