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
CTAS
Cintas Corp

Industrials
696
+ 13.65%
$182.09 - $208.14 $127K - $145K
5.8K $1.19M
CVS
Cvs Health Corp

Healthcare
802
+ 9.87%
$44.22 - $68.64 $35.5K - $55K
8.93K $605K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
59
+ 9.75%
$1187.71 - $1432.58 $70.1K - $84.5K
664 $951K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.4K
New
$91.45 - $91.75 $220K - $221K
2.4K $220K
NFLX
Netflix Inc

Communication Services
122
+ 4.85%
$828.4 - $1058.6 $101K - $129K
2.64K $2.46M
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
6.99K
New
$27.74 - $31.03 $194K - $217K
6.99K $210K
SLB
Schlumberger Limited

Energy
3.44K
+ 18.5%
$38.4 - $43.74 $132K - $151K
22.1K $921K
APD
Air Products & Chemicals, Inc.

Basic Materials
346
+ 1.94%
$283.24 - $338.07 $98K - $117K
18.2K $5.36M
MELI
Mercadolibre Inc

Consumer Cyclical
29
+ 5.8%
$1739.0 - $2260.0 $50.4K - $65.5K
529 $1.03M
DASH
Door Dash, Inc.

Communication Services
295
+ 3.94%
$168.37 - $213.38 $49.7K - $62.9K
7.79K $1.42M
TROW
Price T Rowe Group Inc

Financial Services
4.57K
+ 37.06%
$91.57 - $116.93 $418K - $534K
16.9K $1.55M
MDLZ
Mondelez International, Inc.

Consumer Defensive
457
+ 3.08%
$56.12 - $68.15 $25.6K - $31.1K
15.3K $1.04M
ASML
Asml Holding Nv

Technology
238
+ 25.67%
$662.63 - $776.99 $158K - $185K
1.17K $771K
TXN
Texas Instruments Inc

Technology
651
+ 7.31%
N/A
9.55K $1.86M
SBAC
Sba Communications Corp

Real Estate
337
+ 11.86%
$192.76 - $224.91 $65K - $75.8K
3.18K $699K
CCI
Crown Castle International Corp

Real Estate
412
+ 8.92%
$84.33 - $106.39 $34.7K - $43.8K
5.03K $524K
SPGI
S&P Global Inc.

Financial Services
143
+ 4.47%
$478.26 - $543.77 $68.4K - $77.8K
3.35K $1.7M
EOG
Eog Resources Inc

Energy
462
+ 6.97%
$120.54 - $138.05 $55.7K - $63.8K
7.09K $909K
MDT
Medtronic PLC

Healthcare
66
+ 0.8%
$79.84 - $94.5 $5.27K - $6.24K
8.28K $744K
ITW
Illinois Tool Works Inc

Industrials
510
+ 5.3%
$244.9 - $274.48 $125K - $140K
10.1K $2.51M
INTU
Intuit Inc

Technology
156
+ 8.18%
$555.63 - $630.23 $86.7K - $98.3K
2.06K $1.27M
CPRT
Copart Inc

Consumer Cyclical
1.4K
+ 6.41%
$52.3 - $59.83 $73.1K - $83.6K
23.2K $1.31M
EPD
Enterprise Products Partners L.P.

Energy
239
+ 1.31%
$31.75 - $34.14 $7.59K - $8.16K
18.5K $630K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
810
+ 1.16%
$25.83 - $27.09 $20.9K - $21.9K
70.8K $1.89M
GD
General Dynamics Corp

Industrials
37
+ 1.19%
$241.94 - $272.58 $8.95K - $10.1K
3.14K $855K
NKE
Nike, Inc.

Consumer Cyclical
3.35K
+ 23.09%
$63.29 - $81.72 $212K - $274K
17.8K $1.13M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
177
+ 4.89%
$75.32 - $84.77 $13.3K - $15K
3.8K $310K
GPC
Genuine Parts CO

Consumer Cyclical
190
+ 4.41%
$115.91 - $129.02 $22K - $24.5K
4.49K $535K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.26K
+ 8.74%
$89.18 - $104.04 $202K - $235K
28.1K $2.57M
COP
Conocophillips

Energy
25
+ 0.71%
$88.6 - $105.85 $2.22K - $2.65K
3.57K $374K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
183
+ 1.63%
$96.18 - $109.82 $17.6K - $20.1K
11.4K $1.17M
CMCSA
Comcast Corp

Communication Services
308
+ 2.24%
$33.19 - $38.23 $10.2K - $11.8K
14.1K $519K
Angel Oak Funds Trust
477
+ 0.5%
N/A
96.5K $0
BFB
Brown Forman Corp Cl B
22.8K
New
N/A
22.8K $0
Ark 21 Shares Bitcoin ETF
1.15K
+ 32.81%
N/A
4.66K $0
Linde PLC
777
New
N/A
777 $0
Ishares Bitcoin Trust ETF
4.52K
+ 52.83%
N/A
13.1K $0
NDSN
Nordson Corp

Industrials
106
+ 3.62%
$200.12 - $224.07 $21.2K - $23.8K
3.04K $612K
AOS
Smith A O Corp

Industrials
371
+ 4.03%
$65.16 - $72.69 $24.2K - $27K
9.57K $625K
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 2.4%
$554.06 - $615.85 $4.99K - $5.54K
384 $215K
IWS
Ishares Russell Midcap Value E

ETFs
362
+ 2.21%
$122.59 - $135.24 $44.4K - $49K
16.7K $2.11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10
+ 0.06%
$21.23 - $23.75 $212 - $238
18K $387K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.19%
$92.45 - $106.69 $462 - $533
2.68K $248K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
16
+ 0.25%
$37.84 - $44.02 $605 - $704
6.51K $249K
LOW
Lowes Companies Inc

Consumer Cyclical
283
+ 4.25%
$222.66 - $268.42 $63K - $76K
6.94K $1.62M
IWB
Ishares Tr Russell 1000 ETF

ETFs
23
+ 1.07%
$302.31 - $337.54 $6.95K - $7.76K
2.18K $669K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
154
+ 0.89%
$64.6 - $69.89 $9.95K - $10.8K
17.4K $1.14M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 5.02%
$4295.4 - $5141.88 $47.2K - $56.6K
230 $1.06M
SNPS
Synopsys Inc

Technology
144
+ 7.06%
$428.58 - $551.54 $61.7K - $79.4K
2.18K $936K
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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