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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.5B
$5.7 Million 0.53% of portfolio
26,537
Q4 2024 New
$0
$5.3 Million 0.49% of portfolio
58,785
Q4 2024 Added 1.94%
$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%
$0
$4.3 Million 0.4% of portfolio
26,219
Q4 2024 Added 2.08%
$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%
$68.5B
$3.74 Million 0.35% of portfolio
16,119
Q4 2024 Added 1.4%
$75.3B
$3.65 Million 0.34% of portfolio
42,803
Q4 2024 Added 9.9%
$26.9B
$3.66 Million 0.34% of portfolio
11,211
Q4 2024 Reduced 0.22%
$16B
$3.53 Million 0.33% of portfolio
59,752
Q4 2024 Added 0.47%
$782B
$3.32 Million 0.31% of portfolio
4,304
Q4 2024 Added 3.89%
$380B
$3.29 Million 0.3% of portfolio
19,749
Q4 2024 Added 1.27%
$0
$3.24 Million 0.3% of portfolio
59,301
Q4 2024 Reduced 10.16%
$29.4B
$2.9 Million 0.27% of portfolio
20,328
Q4 2024 Added 133.07%
$398B
$2.97 Million 0.27% of portfolio
17,699
Q4 2024 Reduced 3.81%
$250B
$2.96 Million 0.27% of portfolio
50,053
Q4 2024 Added 3.08%
$268B
$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%
$80B
$2.81 Million 0.26% of portfolio
22,274
Q4 2024 Added 21.76%
$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%
$226B
$2.59 Million 0.24% of portfolio
8,928
Q4 2024 Added 0.92%
$0
$2.47 Million 0.23% of portfolio
4,210
Q4 2024 Reduced 21.82%
$75.7B
$2.44 Million 0.23% of portfolio
9,624
Q4 2024 Added 4.72%
$0
$2.44 Million 0.23% of portfolio
18,531
Q4 2024 Reduced 15.41%
$54.4B
$2.48 Million 0.23% of portfolio
17,675
Q4 2024 Added 3.37%
$270B
$2.46 Million 0.23% of portfolio
7,351
Q4 2024 Added 0.68%
$363B
$2.46 Million 0.23% of portfolio
13,839
Q4 2024 Reduced 0.73%
$304B
$2.54 Million 0.23% of portfolio
40,866
Q4 2024 Added 7.53%
$0
$2.54 Million 0.23% of portfolio
25,845
Q4 2024 Added 45.51%
$189B
$2.33 Million 0.22% of portfolio
58,323
Q4 2024 Reduced 2.08%
$98.8B
$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%
$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%
$416B
$2.24 Million 0.21% of portfolio
2,517
Q4 2024 Added 2.61%
$14.5B
$2.13 Million 0.2% of portfolio
31,541
Q4 2024 Reduced 0.62%
$35.8B
$2.19 Million 0.2% of portfolio
5,739
Q4 2024 Added 2.08%
$0
$2.11 Million 0.2% of portfolio
16,352
Q4 2024 Added 1.21%
$54.9B
$2.18 Million 0.2% of portfolio
27,643
Q4 2024 Reduced 0.19%
$0
$2.01 Million 0.19% of portfolio
38,372
Q4 2024 Added 1.96%
$950B
$2.06 Million 0.19% of portfolio
10,796
Q4 2024 Reduced 15.3%

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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