United Asset Strategies, Inc. Purchases in Q1 2025

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
36.6K
New
$271.83 - $371.23 $9.95M - $13.6M
36.6K $9.95M
CEG
Constellation Energy Corp

Utilities
48.4K
+ 2981.5%
$201.63 - $347.44 $9.75M - $16.8M
50K $10.1M
C
Citigroup Inc

Financial Services
131K
New
$67.23 - $84.63 $8.79M - $11.1M
131K $9.28M
MU
Micron Technology Inc

Technology
97.5K
+ 1252.89%
$86.89 - $109.38 $8.47M - $10.7M
105K $9.15M
JNJ
Johnson & Johnson

Healthcare
26.3K
+ 79.2%
$142.06 - $167.7 $3.74M - $4.41M
59.5K $9.88M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9.07K
+ 33.26%
$497.6 - $606.74 $4.51M - $5.5M
36.3K $18.1M
CI
Cigna Corp

Healthcare
2.81K
+ 6.25%
$274.49 - $329.0 $771K - $924K
47.7K $15.7M
BDX
Becton Dickinson & CO

Healthcare
13.5K
+ 452.83%
$222.79 - $249.08 $3.02M - $3.37M
16.5K $3.79M
EFV
Msci Eafe Value ETF

ETFs
40.8K
+ 106.27%
$51.88 - $60.73 $2.12M - $2.48M
79.2K $4.67M
DE
Deere & CO

Industrials
5.32K
New
$408.57 - $509.27 $2.17M - $2.71M
5.32K $2.5M
WM
Waste Management Inc

Industrials
720
+ 1.12%
$200.54 - $233.78 $144K - $168K
65K $15M
CVX
Chevron Corp

Energy
526
+ 0.64%
$146.71 - $167.97 $77.2K - $88.4K
82.8K $13.9M
MCK
Mckesson Corp

Healthcare
260
+ 1.54%
$566.21 - $672.99 $147K - $175K
17.1K $11.5M
AIG
American International Group, Inc.

Financial Services
431
+ 0.4%
$70.5 - $86.94 $30.4K - $37.5K
109K $9.52M
LNT
Alliant Energy Corp

Utilities
18.6K
+ 31.17%
$56.66 - $66.04 $1.06M - $1.23M
78.4K $5.04M
MA
Mastercard Inc

Financial Services
1.07K
+ 2.79%
$504.67 - $576.31 $537K - $614K
39.3K $21.5M
PEP
Pepsico Inc

Consumer Defensive
8.52K
+ 68.71%
$142.64 - $156.42 $1.21M - $1.33M
20.9K $3.14M
ECL
Ecolab Inc.

Basic Materials
562
+ 1.03%
$229.72 - $269.82 $129K - $152K
55.3K $14M
SBUX
Starbucks Corp

Consumer Cyclical
3.02K
+ 2.42%
$91.75 - $115.81 $277K - $350K
128K $12.6M
SCHW
Schwab Charles Corp

Financial Services
4.32K
+ 2.29%
$71.24 - $83.64 $308K - $361K
193K $15.1M
MNST
Monster Beverage Corp

Consumer Defensive
3.87K
+ 2.6%
$46.16 - $58.58 $179K - $227K
153K $8.94M
O
Realty Income Corp

Real Estate
10.2K
+ 9.04%
$51.67 - $58.49 $528K - $597K
123K $7.15M
EW
Edwards Lifesciences Corp

Healthcare
17.4K
+ 10.35%
$67.95 - $76.19 $1.18M - $1.33M
186K $13.5M
PG
Procter & Gamble CO

Consumer Defensive
5.34K
+ 30.18%
$158.56 - $176.26 $847K - $941K
23K $3.93M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.9K
+ 125.6%
$81.83 - $82.73 $889K - $899K
19.5K $1.61M
ES
Eversource Energy

Utilities
14.1K
New
$55.63 - $63.8 $782K - $897K
14.1K $873K
XOM
Exxon Mobil Corp

Energy
1.31K
+ 2.19%
$105.44 - $118.93 $138K - $156K
61.3K $7.29M
HRL
Hormel Foods Corp

Consumer Defensive
26.2K
New
$28.29 - $31.52 $741K - $826K
26.2K $810K
MPWR
Monolithic Power Systems Inc

Technology
1.36K
New
$565.7 - $720.25 $767K - $976K
1.36K $785K
SYY
Sysco Corp

Consumer Defensive
10.3K
New
$70.0 - $77.13 $722K - $796K
10.3K $774K
SQ
Block, Inc.

Technology
13.5K
New
$54.04 - $92.95 $727K - $1.25M
13.5K $770K
VTR
Ventas, Inc.

Real Estate
1.09K
+ 1.56%
$56.9 - $70.47 $61.7K - $76.5K
70.8K $4.87M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.58K
+ 2.59%
$44.68 - $46.49 $383K - $399K
340K $15.7M
CL
Colgate Palmolive CO

Consumer Defensive
4.19K
+ 3.76%
$85.68 - $97.5 $359K - $408K
116K $10.8M
LNG
Cheniere Energy, Inc.

Energy
1.07K
+ 4.03%
$209.32 - $253.66 $224K - $271K
27.6K $6.39M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
661
+ 16.73%
$402.49 - $513.76 $266K - $340K
4.61K $2.24M
PSTG
Pure Storage, Inc.

Technology
14.1K
New
$44.27 - $72.37 $624K - $1.02M
14.1K $623K
MRK
Merck & Co., Inc.

Healthcare
16.7K
+ 17.38%
$83.01 - $101.02 $1.39M - $1.69M
113K $10.1M
ED
Consolidated Edison Inc

Utilities
3K
+ 46.54%
$88.0 - $110.59 $264K - $332K
9.46K $1.05M
VZ
Verizon Communications Inc

Communication Services
2.53K
+ 4.34%
$37.81 - $46.49 $95.8K - $118K
60.9K $2.76M
TGT
Target Corp

Consumer Defensive
5.49K
+ 104.95%
$103.65 - $142.5 $569K - $782K
10.7K $1.12M
AMCR
Amcor PLC

Consumer Cyclical
40.9K
New
$9.33 - $10.39 $381K - $425K
40.9K $396K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4K
+ 63.71%
$85.29 - $92.57 $342K - $371K
10.3K $936K
T
At&T Inc.

Communication Services
11.5K
+ 105.11%
$21.56 - $28.28 $249K - $326K
22.5K $636K
CTSH
Cognizant Technology Solutions Corp

Technology
5.01K
New
$75.32 - $90.7 $377K - $454K
5.01K $383K
ROST
Ross Stores, Inc.

Consumer Cyclical
3.7K
+ 67.7%
$123.3 - $154.95 $456K - $573K
9.17K $1.17M
NUE
Nucor Corp

Basic Materials
2.55K
+ 26.62%
$114.48 - $142.52 $292K - $364K
12.2K $1.46M
TIP
Ishares Tr Tips Bd ETF

ETFs
3K
New
$106.22 - $111.09 $318K - $333K
3K $332K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.33K
New
$114.57 - $118.14 $267K - $276K
2.33K $275K
Activity Summary
Buys All Purchases 130 New Holdings 18 Increased Positions 112 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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