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
$411B
$2.07 Million 0.19% of portfolio
2,260
Q4 2024 Added 2.68%
$35B
$1.91 Million 0.18% of portfolio
10,364
Q4 2024 Added 2.45%
$0
$1.99 Million 0.18% of portfolio
3,897
Q4 2024 Reduced 0.36%
$70.4B
$1.87 Million 0.17% of portfolio
6,233
Q4 2024 Added 3.47%
$231B
$1.85 Million 0.17% of portfolio
20,516
Q4 2024 Reduced 1.14%
$206B
$1.88 Million 0.17% of portfolio
12,395
Q4 2024 Added 2.51%
$22.9B
$1.85 Million 0.17% of portfolio
46,474
Q4 2024 Added 1.22%
$0
$1.83 Million 0.17% of portfolio
69,965
Q4 2024 Reduced 13.89%
$49.3B
$1.79 Million 0.16% of portfolio
36,072
Q4 2024 Reduced 4.56%
$172B
$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%
$126B
$1.59 Million 0.15% of portfolio
3,951
Q4 2024 Added 5.22%
$164B
$1.59 Million 0.15% of portfolio
3,202
Q4 2024 Added 5.02%
$142B
$1.64 Million 0.15% of portfolio
6,661
Q4 2024 Added 3.34%
$138B
$1.62 Million 0.15% of portfolio
22,605
Q4 2024 Reduced 23.06%
$192B
$1.49 Million 0.14% of portfolio
4,245
Q4 2024 Added 5.81%
$125B
$1.43 Million 0.13% of portfolio
8,772
Q4 2024 Reduced 28.65%
$0
$1.44 Million 0.13% of portfolio
15,552
Q4 2024 Reduced 1.12%
$20.7B
$1.39 Million 0.13% of portfolio
12,325
Q4 2024 Added 11.01%
$13.1B
$1.25 Million 0.12% of portfolio
21,813
Q4 2024 Added 5.53%
$174B
$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%
$198B
$1.28 Million 0.12% of portfolio
4,302
Q4 2024 Reduced 1.74%
$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%
$169B
$1.2 Million 0.11% of portfolio
1,906
Q4 2024 Added 6.3%
$12.5B
$1.16 Million 0.11% of portfolio
11,229
Q4 2024 Reduced 0.05%
$31.3B
$1.12 Million 0.1% of portfolio
9,596
Q4 2024 Added 2.57%
$184B
$1.09 Million 0.1% of portfolio
219
Q4 2024 Reduced 2.23%
$79.7B
$1.1 Million 0.1% of portfolio
14,498
Q4 2024 Reduced 2.68%
$44.8B
$1.01 Million 0.09% of portfolio
12,529
Q4 2024 Reduced 0.33%
$67B
$989,000 0.09% of portfolio
2,039
Q4 2024 Reduced 57.5%
$14.3B
$1 Million 0.09% of portfolio
9,964
Q4 2024 Reduced 3.04%
$31B
$995,000 0.09% of portfolio
3,869
Q4 2024 Added 3.26%
$202M
$930,000 0.09% of portfolio
184,208
Q4 2024 Reduced 15.62%
$20.6B
$931,000 0.09% of portfolio
5,100
Q4 2024 Reduced 49.03%
$141B
$831,000 0.08% of portfolio
31,338
Q4 2024 Reduced 2.9%
$92.8B
$887,000 0.08% of portfolio
14,851
Q4 2024 Reduced 42.87%
$73.9B
$817,000 0.08% of portfolio
3,103
Q4 2024 Added 2.99%
$123B
$850,000 0.08% of portfolio
3,079
Q4 2024 Added 1.32%
$43.5B
$826,000 0.08% of portfolio
5,467
Q4 2024 Added 6.59%
$45.8B
$905,000 0.08% of portfolio
16,811
Q4 2024 Reduced 0.29%
$64.2B
$886,000 0.08% of portfolio
7,156
Q4 2024 Added 0.22%
$103B
$850,000 0.08% of portfolio
500
Q4 2024 New
$63.2B
$895,000 0.08% of portfolio
10,933
Q4 2024 Added 1.11%
$74.2B
$812,000 0.07% of portfolio
6,627
Q4 2024 Added 9.14%
$0
$708,000 0.07% of portfolio
8,647
Q4 2024 Reduced 3.22%
$174B
$767,000 0.07% of portfolio
2,116
Q4 2024 Reduced 5.41%

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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