United Asset Strategies, Inc. Purchases in Q2 2025

United Asset Strategies, Inc.

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
103K
+ 980.17%
$146.29 - $275.65 $15.1M - $28.4M
114K $31.3M
NVDA
Nvidia Corp

Technology
136
+ 0.04%
$94.31 - $157.99 $12.8K - $21.5K
362K $57.3M
MSFT
Microsoft Corp

Technology
583
+ 0.56%
$354.56 - $497.45 $207K - $290K
105K $52.3M
DUK
Duke Energy Corp

Utilities
103K
+ 4166.75%
$112.46 - $124.05 $11.6M - $12.8M
106K $12.5M
SOXX
Ishares Semiconductor ETF

ETFs
50.7K
New
$154.86 - $239.07 $7.86M - $12.1M
50.7K $12.1M
ASML
Asml Holding Nv

Technology
14.5K
+ 1242.58%
$595.37 - $815.24 $8.62M - $11.8M
15.6K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
20.4K
+ 10.14%
$167.32 - $223.3 $3.41M - $4.55M
221K $48.5M
GOOGL
Alphabet Inc.

Communication Services
20.8K
+ 10.49%
$144.7 - $178.6 $3.01M - $3.71M
219K $38.5M
LMT
Lockheed Martin Corp

Industrials
12.4K
+ 55.01%
$430.82 - $486.45 $5.34M - $6.03M
35K $16.2M
AAPL
Apple Inc.

Technology
43.4K
+ 23.83%
$172.42 - $223.89 $7.48M - $9.72M
226K $46.3M
JPM
Jpmorgan Chase & CO

Financial Services
6.24K
+ 8.93%
$210.28 - $289.91 $1.31M - $1.81M
76.1K $22.1M
ETN
Eaton Corp PLC

Industrials
4.75K
+ 12.99%
$246.52 - $356.99 $1.17M - $1.7M
41.3K $14.8M
DHR
Danaher Corp

Healthcare
21.1K
New
$174.64 - $205.16 $3.69M - $4.34M
21.1K $4.18M
PANW
Palo Alto Networks Inc

Technology
125
+ 0.13%
$152.44 - $204.64 $19.1K - $25.6K
95K $19.4M
MRK
Merck & Co., Inc.

Healthcare
55.6K
+ 49.26%
$73.47 - $87.12 $4.09M - $4.84M
169K $13.3M
SCHW
Schwab Charles Corp

Financial Services
1.74K
+ 0.9%
$69.06 - $91.24 $120K - $159K
194K $17.7M
RMD
Resmed Inc

Healthcare
9.32K
New
$204.54 - $258.0 $1.91M - $2.4M
9.32K $2.4M
PH
Parker Hannifin Corp

Industrials
96
+ 0.41%
$517.23 - $700.54 $49.7K - $67.3K
23.6K $16.5M
IWN
Ishares Russell2000 Val ETF

ETFs
11.7K
+ 43.29%
$131.84 - $157.76 $1.54M - $1.85M
38.7K $6.11M
PLTR
Palantir Technologies Inc.

Technology
14.4K
New
$74.01 - $144.25 $1.06M - $2.07M
14.4K $1.96M
C
Citigroup Inc

Financial Services
823
+ 0.63%
$58.13 - $85.12 $47.8K - $70.1K
131K $11.2M
DIS
Walt Disney CO

Communication Services
725
+ 1.15%
$81.72 - $124.01 $59.2K - $89.9K
63.7K $7.9M
MA
Mastercard Inc

Financial Services
1.51K
+ 3.83%
$479.92 - $590.74 $722K - $889K
40.8K $22.9M
SYY
Sysco Corp

Consumer Defensive
18K
+ 174.88%
$68.0 - $75.91 $1.23M - $1.37M
28.4K $2.15M
EW
Edwards Lifesciences Corp

Healthcare
1.05K
+ 0.56%
$67.07 - $78.22 $70.3K - $82K
187K $14.6M
AIG
American International Group, Inc.

Financial Services
15K
+ 13.7%
$77.56 - $87.72 $1.16M - $1.32M
124K $10.7M
DE
Deere & CO

Industrials
1.78K
+ 33.48%
$412.99 - $531.48 $735K - $946K
7.1K $3.61M
JKHY
Henry Jack & Associates Inc

Technology
6.21K
+ 47.73%
$163.54 - $186.02 $1.02M - $1.16M
19.2K $3.46M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
18.7K
New
$45.98 - $56.15 $861K - $1.05M
18.7K $1.05M
LNG
Cheniere Energy, Inc.

Energy
2.65K
+ 9.58%
$197.25 - $244.33 $522K - $646K
30.3K $7.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
14.3K
+ 93.57%
$63.54 - $68.5 $910K - $981K
29.6K $2M
AMD
Advanced Micro Devices Inc

Technology
5.59K
+ 171.65%
$78.21 - $143.81 $438K - $804K
8.85K $1.26M
ECL
Ecolab Inc.

Basic Materials
4
+ 0.01%
$225.65 - $270.95 $903 - $1.08K
55.3K $14.9M
PAYC
Paycom Software, Inc.

Technology
3.79K
New
$193.07 - $265.71 $732K - $1.01M
3.79K $877K
VST
Vistra Corp.

Utilities
144
+ 1.36%
$98.07 - $195.04 $14.1K - $28.1K
10.7K $2.08M
SNOW
Snowflake Inc.

Technology
3.66K
New
$130.53 - $223.77 $478K - $819K
3.66K $818K
COST
Costco Wholesale Corp

Consumer Defensive
717
+ 35.9%
$908.13 - $1056.85 $651K - $758K
2.71K $2.69M
MNST
Monster Beverage Corp

Consumer Defensive
2.59K
+ 1.7%
$55.01 - $64.24 $143K - $167K
155K $9.73M
TTD
Trade Desk, Inc.

Technology
10.7K
New
$45.27 - $79.4 $483K - $847K
10.7K $768K
NU
Nu Holdings Ltd.

Financial Services
55.8K
New
$9.6 - $13.72 $535K - $765K
55.8K $765K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.73K
+ 2.03%
$35.35 - $42.68 $203K - $245K
288K $12.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.45K
+ 18.98%
$248.61 - $294.96 $858K - $1.02M
21.6K $6.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.9K
+ 131.47%
$32.66 - $40.75 $519K - $648K
28K $1.13M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.32K
+ 42.64%
$82.21 - $83.12 $684K - $691K
27.8K $2.31M
ADSK
Autodesk, Inc.

Technology
2.79K
New
N/A
2.79K $684K
MSTR
Microstrategy Inc

Technology
1.58K
New
$237.95 - $421.61 $376K - $666K
1.58K $638K
KKR
Kkr & Co. Inc.

Financial Services
2.56K
+ 22.19%
$92.79 - $134.29 $237K - $343K
14.1K $1.87M
ADBE
Adobe Inc.

Technology
1.12K
+ 3.5%
$340.0 - $420.68 $381K - $472K
33.1K $12.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.56K
+ 3.39%
$57.41 - $74.81 $89.7K - $117K
47.6K $3.54M
Activity Summary
Buys All Purchases 106 New Holdings 20 Increased Positions 86 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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