United Asset Strategies, Inc. Portfolio Holdings

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q1 2025

United Asset Strategies, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.5M, Technology Sector Spdr with a value of $40M, Nvidia Corp with a value of $39.3M, Microsoft Corp with a value of $39.2M, and Amazon Com Inc with a value of $38.2M.

Examining the 13F form we can see an decrease of $11.9M in the current position value, from $1.08B to 1.07B.

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 $1.07 Billion
Technology: $226 Million
ETFs: $195 Million
Financial Services: $120 Million
Healthcare: $107 Million
Communication Services: $86.6 Million
Consumer Cyclical: $77.8 Million
Industrials: $76.9 Million
Consumer Defensive: $54.5 Million
Other: $128 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.23T
$40.5 Million 3.78% of portfolio
182,116
Q1 2025 Added 4.52%
$0
$40 Million 3.74% of portfolio
193,858
Q1 2025 Added 0.71%
$358B
$39.3 Million 3.67% of portfolio
362,329
Q1 2025 Added 22.84%
$3.56T
$39.2 Million 3.66% of portfolio
104,534
Q1 2025 Added 3.47%
$2.14T
$38.2 Million 3.56% of portfolio
200,702
Q1 2025 Added 1.25%
$995B
$30.6 Million 2.86% of portfolio
197,937
Q1 2025 Added 8.25%
$1.53T
$28 Million 2.61% of portfolio
48,561
Q1 2025 Added 1.1%
$508B
$21.5 Million 2.01% of portfolio
39,298
Q1 2025 Added 2.79%
$196B
$18.3 Million 1.71% of portfolio
23,031
Q1 2025 Added 3.17%
$156B
$18.1 Million 1.69% of portfolio
36,339
Q1 2025 Added 33.26%
$0
$17.3 Million 1.62% of portfolio
344,028
Q1 2025 Reduced 15.86%
$807B
$17.1 Million 1.6% of portfolio
69,848
Q1 2025 Reduced 13.61%
$107B
$17 Million 1.59% of portfolio
58,962
Q1 2025 Reduced 31.61%
$59.6B
$16.2 Million 1.51% of portfolio
94,861
Q1 2025 Added 2.88%
$0
$15.7 Million 1.47% of portfolio
339,582
Q1 2025 Added 2.59%
$95.9B
$15.7 Million 1.47% of portfolio
47,732
Q1 2025 Added 6.25%
$62.7B
$15 Million 1.4% of portfolio
243,309
Q1 2025 Added 10.65%
$95.2B
$15 Million 1.4% of portfolio
64,979
Q1 2025 Added 1.12%
$63B
$14.2 Million 1.33% of portfolio
497,943
Q1 2025 Reduced 9.33%
$83.9B
$14.3 Million 1.33% of portfolio
23,501
Q1 2025 Added 1.14%
$74.4B
$14 Million 1.31% of portfolio
55,252
Q1 2025 Added 1.03%
$16.5B
$13.9 Million 1.3% of portfolio
163,085
Q1 2025 Reduced 44.17%
$365B
$14 Million 1.3% of portfolio
334,586
Q1 2025 Reduced 7.01%
$293B
$13.9 Million 1.29% of portfolio
82,847
Q1 2025 Added 0.64%
$45.6B
$13.5 Million 1.26% of portfolio
185,571
Q1 2025 Added 10.35%
$0
$13.2 Million 1.24% of portfolio
201,438
Q1 2025 Reduced 0.09%
$284B
$12.6 Million 1.17% of portfolio
79,139
Q1 2025 Reduced 3.86%
$107B
$12.6 Million 1.17% of portfolio
128,130
Q1 2025 Added 2.42%
$175B
$12.3 Million 1.15% of portfolio
32,027
Q1 2025 Reduced 3.5%
$104B
$11.5 Million 1.07% of portfolio
17,106
Q1 2025 Added 1.54%
$0
$11.5 Million 1.07% of portfolio
282,523
Q1 2025 Added 5.01%
$73.2B
$10.8 Million 1.01% of portfolio
115,624
Q1 2025 Added 3.76%
$358B
$10.7 Million 1.0% of portfolio
29,252
Q1 2025 Reduced 6.79%
$276B
$10.2 Million 0.96% of portfolio
38,397
Q1 2025 Reduced 1.77%
$200B
$10.1 Million 0.95% of portfolio
112,889
Q1 2025 Added 17.38%
$99.7B
$10.1 Million 0.94% of portfolio
49,982
Q1 2025 Added 2,981.5%
$123B
$10.1 Million 0.94% of portfolio
22,552
Q1 2025 Reduced 28.6%
$132B
$9.95 Million 0.93% of portfolio
36,588
Q1 2025 New
$392B
$9.88 Million 0.92% of portfolio
59,549
Q1 2025 Added 79.2%
$64.7B
$9.52 Million 0.89% of portfolio
109,447
Q1 2025 Added 0.4%
$155B
$9.45 Million 0.88% of portfolio
30,333
Q1 2025 Reduced 6.42%
$152B
$9.28 Million 0.87% of portfolio
130,672
Q1 2025 New
$0
$9.15 Million 0.85% of portfolio
183,774
Q1 2025 Reduced 4.0%
$134B
$9.15 Million 0.85% of portfolio
105,268
Q1 2025 Added 1,252.89%
$33.2B
$8.94 Million 0.83% of portfolio
152,698
Q1 2025 Added 2.6%
$0
$7.67 Million 0.72% of portfolio
40,232
Q1 2025 Reduced 0.39%
$28.1B
$7.48 Million 0.7% of portfolio
141,326
Q1 2025 Added 4.57%
$0
$7.44 Million 0.69% of portfolio
97,860
Q1 2025 Reduced 0.68%
$478B
$7.29 Million 0.68% of portfolio
61,277
Q1 2025 Added 2.19%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $1.07 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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