United Asset Strategies, Inc. Purchases in Q3 2025

United Asset Strategies, Inc.

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
30.6K
+ 8.45%
$153.3 - $186.58 $4.69M - $5.71M
393K $73.3M
AAPL
Apple Inc.

Technology
3.13K
+ 1.39%
$202.38 - $256.87 $633K - $803K
229K $58.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
171K
+ 85.74%
$50.23 - $50.48 $8.61M - $8.65M
371K $18.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.95K
+ 22.7%
$404.94 - $499.99 $2.41M - $2.97M
32.2K $15.6M
SOXX
Ishares Semiconductor ETF

ETFs
8.43K
+ 16.6%
$236.93 - $271.12 $2M - $2.28M
59.2K $16M
ADBE
Adobe Inc.

Technology
13.1K
+ 39.42%
$333.65 - $392.1 $4.36M - $5.12M
46.2K $16.3M
ASML
Asml Holding Nv

Technology
838
+ 5.36%
$689.63 - $968.09 $578K - $811K
16.5K $16M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
67.6K
+ 20.08%
$45.72 - $47.27 $3.09M - $3.19M
404K $19M
MRK
Merck & Co., Inc.

Healthcare
21.8K
+ 12.92%
$77.6 - $87.37 $1.69M - $1.9M
190K $16M
LEN
Lennar Corp

Consumer Cyclical
18.6K
New
$107.73 - $142.4 $2M - $2.64M
18.6K $2.34M
ETR
Entergy Corp

Utilities
3.58K
+ 2.61%
$80.93 - $93.55 $289K - $335K
140K $13.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.71K
+ 1.63%
$42.26 - $47.16 $199K - $222K
293K $13.6M
HD
Home Depot, Inc.

Consumer Cyclical
332
+ 1.13%
$357.4 - $423.42 $119K - $141K
29.8K $12.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.7K
+ 91.93%
$39.8 - $42.86 $1.02M - $1.1M
53.7K $2.3M
ETN
Eaton Corp PLC

Industrials
484
+ 1.17%
$342.99 - $392.76 $166K - $190K
41.8K $15.7M
ROL
Rollins Inc

Consumer Cyclical
15.2K
New
$55.05 - $58.74 $839K - $896K
15.2K $895K
AMD
Advanced Micro Devices Inc

Technology
4.24K
+ 47.92%
$134.8 - $184.42 $572K - $782K
13.1K $2.12M
DUK
Duke Energy Corp

Utilities
1.99K
+ 1.89%
$116.31 - $125.93 $232K - $251K
108K $13.3M
GWW
W.W. Grainger, Inc.

Industrials
893
New
$932.44 - $1059.49 $833K - $946K
893 $850K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.24K
New
$259.44 - $278.65 $840K - $902K
3.24K $839K
GOOG
Alphabet Inc.

Communication Services
739
+ 7.52%
$175.16 - $255.24 $129K - $189K
10.6K $2.57M
ZTS
Zoetis Inc.

Healthcare
5.67K
New
$141.13 - $159.19 $800K - $902K
5.67K $828K
O
Realty Income Corp

Real Estate
5.83K
+ 4.56%
$56.13 - $60.79 $327K - $354K
134K $8.12M
MCK
Mckesson Corp

Healthcare
164
+ 1.06%
$659.01 - $772.54 $108K - $127K
15.6K $12M
MNST
Monster Beverage Corp

Consumer Defensive
158
+ 0.1%
$58.65 - $67.31 $9.27K - $10.6K
155K $10.5M
PEP
Pepsico Inc

Consumer Defensive
3.72K
+ 17.31%
$133.81 - $152.16 $497K - $565K
25.2K $3.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.15K
+ 22.74%
$459.11 - $506.91 $530K - $585K
6.23K $3.13M
MSTR
Microstrategy Inc

Technology
2.31K
+ 145.89%
$300.7 - $455.9 $693K - $1.05M
3.89K $1.25M
AMGN
Amgen Inc

Healthcare
997
+ 3.22%
$271.18 - $309.22 $270K - $308K
31.9K $9.01M
ECL
Ecolab Inc.

Basic Materials
393
+ 0.71%
$259.39 - $285.47 $102K - $112K
55.6K $15.2M
XOM
Exxon Mobil Corp

Energy
538
+ 1.0%
$105.83 - $117.22 $56.9K - $63.1K
54.2K $6.11M
MA
Mastercard Inc

Financial Services
30
+ 0.07%
$550.18 - $598.96 $16.5K - $18K
40.8K $23.2M
NEM
Newmont Corp

Basic Materials
3.39K
New
$57.35 - $85.25 $195K - $289K
3.39K $286K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.75K
+ 30.42%
$42.67 - $46.91 $203K - $223K
20.4K $952K
EEM
Ishares Msci Emerging Markets

ETFs
5.17K
New
$48.07 - $53.4 $249K - $276K
5.17K $276K
NKE
Nike, Inc.

Consumer Cyclical
4.2K
+ 22.67%
$69.24 - $79.24 $291K - $333K
22.7K $1.59M
TRV
Travelers Companies, Inc.

Financial Services
929
New
$250.62 - $279.43 $233K - $260K
929 $259K
CAT
Caterpillar Inc

Industrials
26
+ 1.07%
$390.92 - $477.15 $10.2K - $12.4K
2.47K $1.18M
SHOP
Shopify Inc.

Technology
1.5K
New
$112.11 - $157.12 $168K - $236K
1.5K $222K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
5.29K
New
$32.78 - $42.61 $173K - $225K
5.29K $222K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.8K
+ 8.38%
$97.75 - $100.75 $176K - $182K
23.3K $2.34M
SYY
Sysco Corp

Consumer Defensive
19
+ 0.07%
$76.33 - $82.51 $1.45K - $1.57K
28.4K $2.34M
GD
General Dynamics Corp

Industrials
110
+ 3.59%
$293.92 - $341.0 $32.3K - $37.5K
3.17K $1.08M
TMUS
T Mobile Us, Inc.

Communication Services
626
+ 2.52%
$226.02 - $259.01 $141K - $162K
25.5K $6.1M
LLY
Eli Lilly & CO

Healthcare
295
+ 6.9%
$625.65 - $812.69 $185K - $240K
4.57K $3.49M
XLP
Consumer Staples Sector Spdr

ETFs
1.86K
+ 1.94%
N/A
98.1K $7.46M
EW
Edwards Lifesciences Corp

Healthcare
2.69K
+ 1.44%
$73.75 - $81.83 $199K - $220K
189K $14.7M
TROW
Price T Rowe Group Inc

Financial Services
135
+ 0.8%
$98.67 - $111.52 $13.3K - $15.1K
17K $1.74M
QCOM
Qualcomm Inc

Technology
257
+ 2.6%
$145.84 - $173.55 $37.5K - $44.6K
10.1K $1.69M
Activity Summary
Buys All Purchases 117 New Holdings 13 Increased Positions 104 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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