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
PPG
Ppg Industries Inc

Basic Materials
4.64K
New
$91.66 - $115.04 $426K - $534K
4.64K $528K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.06K
+ 210.52%
$91.43 - $91.74 $463K - $464K
7.47K $684K
V
Visa Inc.

Financial Services
1K
+ 7.85%
$308.27 - $373.31 $309K - $374K
13.8K $4.9M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 1.51%
$1794.73 - $2613.63 $14.4K - $20.9K
537 $1.4M
INTU
Intuit Inc

Technology
5
+ 0.24%
$544.07 - $787.63 $2.72K - $3.94K
2.07K $1.63M
FTNT
Fortinet, Inc.

Technology
343
+ 1.11%
$84.71 - $108.69 $29.1K - $37.3K
31.1K $3.29M
BA
Boeing CO

Industrials
1.43K
New
$136.59 - $217.51 $196K - $311K
1.43K $300K
XLY
Select Sector Spdr Consumer Di

ETFs
448
+ 4.84%
$176.34 - $218.59 $79K - $97.9K
9.71K $2.11M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
776
+ 2.76%
$82.17 - $99.96 $63.8K - $77.6K
28.9K $2.84M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.42K
New
$105.23 - $109.61 $254K - $265K
2.42K $265K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
843
New
$179.95 - $278.88 $152K - $235K
843 $235K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.65K
New
$105.2 - $141.69 $174K - $234K
1.65K $233K
O
Realty Income Corp

Real Estate
4.57K
+ 3.71%
$52.27 - $58.52 $239K - $267K
128K $7.36M
MPWR
Monolithic Power Systems Inc

Technology
8
+ 0.59%
$455.19 - $737.73 $3.64K - $5.9K
1.36K $996K
IVE
Ishares S&P 500 Value ETF

ETFs
65
+ 0.16%
$168.34 - $195.42 $10.9K - $12.7K
40.3K $7.87M
UBER
Uber Technologies, Inc

Technology
2.2K
New
$64.62 - $93.3 $142K - $205K
2.2K $205K
ROK
Rockwell Automation, Inc

Industrials
609
New
$218.97 - $332.17 $133K - $202K
609 $202K
IEF
Ishares Barclays

ETFs
2.01K
+ 14.25%
$93.15 - $96.56 $187K - $194K
16.1K $1.54M
NKE
Nike, Inc.

Consumer Cyclical
691
+ 3.87%
$53.27 - $72.04 $36.8K - $49.8K
18.5K $1.32M
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
3.93K
+ 56.21%
$27.65 - $33.62 $109K - $132K
10.9K $366K
IBM
International Business Machines Corp

Technology
2
+ 0.08%
$221.03 - $294.78 $442 - $590
2.44K $718K
IYR
Ishares Tr

ETFs
1.19K
+ 36.95%
$84.48 - $96.25 $101K - $115K
4.41K $418K
SPGI
S&P Global Inc.

Financial Services
32
+ 0.96%
$438.31 - $527.29 $14K - $16.9K
3.38K $1.78M
UPS
United Parcel Service Inc

Industrials
2.96K
+ 12.24%
$91.92 - $110.2 $272K - $326K
27.1K $2.74M
SBAC
Sba Communications Corp

Real Estate
131
+ 4.12%
$208.57 - $243.4 $27.3K - $31.9K
3.31K $777K
HD
Home Depot, Inc.

Consumer Cyclical
183
+ 0.63%
$335.24 - $380.78 $61.3K - $69.7K
29.4K $10.8M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
176
+ 4.19%
$86.12 - $108.35 $15.2K - $19.1K
4.38K $474K
HUMA
Humacyte, Inc.

Healthcare
100
+ 0.05%
$1.15 - $2.77 $115 - $277
185K $385K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
63
+ 11.19%
$456.74 - $568.03 $28.8K - $35.8K
626 $355K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.06K
+ 10.31%
$83.97 - $92.85 $89.1K - $98.5K
11.4K $1M
COF
Capital One Financial Corp

Financial Services
78
+ 6.22%
$150.57 - $212.76 $11.7K - $16.6K
1.33K $283K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
399
+ 6.23%
$102.02 - $103.5 $40.7K - $41.3K
6.8K $700K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
294
+ 4.52%
$33.46 - $41.33 $9.84K - $12.2K
6.8K $281K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 2.08%
$498.8 - $620.9 $3.99K - $4.97K
392 $243K
ROST
Ross Stores, Inc.

Consumer Cyclical
156
+ 1.7%
$126.62 - $154.26 $19.8K - $24.1K
9.32K $1.19M
HIG
Hartford Financial Services Group, Inc.

Financial Services
48
+ 1.98%
$109.83 - $131.67 $5.27K - $6.32K
2.48K $314K
TJX
Tjx Companies Inc

Consumer Cyclical
24
+ 1.14%
$119.13 - $135.03 $2.86K - $3.24K
2.14K $264K
Ark 21 Shares Bitcoin ETF
9.31K
+ 200.0%
N/A
14K $0
Reddit Inc
4.8K
New
N/A
4.8K $0
Linde PLC
260
+ 33.46%
N/A
1.04K $0
Galaxy Digital Inc.
10.5K
New
N/A
10.5K $0
AEP
American Electric Power CO Inc

Utilities
51
+ 1.98%
$98.59 - $109.11 $5.03K - $5.56K
2.63K $272K
ACN
Accenture PLC

Technology
90
+ 1.97%
$279.23 - $323.21 $25.1K - $29.1K
4.66K $1.39M
EOG
Eog Resources Inc

Energy
221
+ 3.12%
$104.61 - $129.97 $23.1K - $28.7K
7.31K $874K
EPD
Enterprise Products Partners L.P.

Energy
256
+ 1.39%
$28.95 - $34.22 $7.41K - $8.76K
18.7K $580K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.96K
+ 1349.7%
$87.84 - $1441.89 $787K - $12.9M
9.63K $867K
CLX
Clorox CO

Consumer Defensive
6.99K
+ 20.35%
$118.01 - $148.69 $825K - $1.04M
41.3K $4.96M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
95
+ 3.62%
$225.56 - $335.19 $21.4K - $31.8K
2.72K $646K
VZ
Verizon Communications Inc

Communication Services
635
+ 1.04%
$41.67 - $45.62 $26.5K - $29K
61.5K $2.66M
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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