United Asset Strategies, Inc. Incresed Positions in Q3 2024

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
316K
+ 104.7%
$50.2 - $50.48 $15.9M - $15.9M
617K $31M
AAPL
Apple Inc.

Technology
25K
+ 15.56%
$207.23 - $234.82 $5.18M - $5.87M
186K $43.2M
JNJ
Johnson & Johnson

Healthcare
50.3K
+ 510.59%
$145.48 - $167.38 $7.32M - $8.42M
60.2K $9.75M
ETR
Entergy Corp

Utilities
2.46K
+ 1.7%
$104.75 - $131.61 $257K - $323K
147K $19.3M
META
Meta Platforms, Inc.

Communication Services
1.06K
+ 2.25%
$453.41 - $572.44 $480K - $606K
48K $27.5M
LMT
Lockheed Martin Corp

Industrials
379
+ 1.24%
$460.3 - $584.56 $174K - $222K
30.8K $18M
NOW
Service Now, Inc.

Technology
1.55K
+ 7.52%
$730.87 - $937.36 $1.14M - $1.46M
22.2K $19.9M
PH
Parker Hannifin Corp

Industrials
266
+ 1.16%
$501.01 - $635.92 $133K - $169K
23.3K $14.7M
GLD
Spdr Gold Trust

ETFs
1.95K
+ 2.34%
$215.56 - $246.98 $420K - $481K
85.3K $20.7M
SBUX
Starbucks Corp

Consumer Cyclical
4.89K
+ 4.19%
$72.51 - $98.6 $355K - $482K
122K $11.9M
ADBE
Adobe Inc.

Technology
6.78K
+ 26.69%
$508.13 - $586.55 $3.44M - $3.97M
32.2K $16.7M
MA
Mastercard Inc

Financial Services
1.15K
+ 3.15%
$429.6 - $500.99 $493K - $575K
37.6K $18.6M
VTR
Ventas, Inc.

Real Estate
28.1K
+ 69.82%
$50.88 - $65.33 $1.43M - $1.84M
68.4K $4.39M
TMO
Thermo Fisher Scientific Inc.

Healthcare
950
+ 3.77%
$531.86 - $624.21 $505K - $593K
26.2K $16.2M
HD
Home Depot, Inc.

Consumer Cyclical
785
+ 2.58%
$333.64 - $405.2 $262K - $318K
31.3K $12.7M
PM
Philip Morris International Inc.

Consumer Defensive
2.22K
+ 2.8%
$101.25 - $127.45 $225K - $283K
81.6K $9.9M
KMI
Kinder Morgan, Inc.

Energy
19.2K
+ 3.65%
$19.72 - $22.22 $378K - $426K
545K $12M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.36K
+ 23.68%
$247.34 - $300.11 $832K - $1.01M
17.6K $5.23M
TSLA
Tesla, Inc.

Consumer Cyclical
3.54K
+ 44.07%
$191.76 - $263.26 $679K - $932K
11.6K $3.03M
O
Realty Income Corp

Real Estate
4.47K
+ 4.3%
$52.36 - $63.42 $234K - $283K
108K $6.87M
ORCL
Oracle Corp

Technology
5.74K
+ 41.68%
$125.9 - $170.35 $722K - $977K
19.5K $3.32M
TMUS
T Mobile Us, Inc.

Communication Services
539
+ 1.4%
$175.14 - $206.36 $94.4K - $111K
39K $8.05M
CI
Cigna Corp

Healthcare
1.17K
+ 2.49%
$319.12 - $367.1 $373K - $429K
48.1K $16.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.3K
+ 0.93%
$41.02 - $46.01 $94.5K - $106K
250K $11.4M
MSFT
Microsoft Corp

Technology
6.06K
+ 6.51%
$395.15 - $467.56 $2.39M - $2.83M
99.2K $42.7M
NEE
Nextera Energy Inc

Utilities
9K
+ 44.13%
$69.9 - $84.97 $629K - $764K
29.4K $2.48M
MRVL
Marvell Technology, Inc.

Technology
7.5K
+ 3.79%
$56.15 - $76.24 $421K - $572K
205K $14.8M
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
+ 1.64%
$194.9 - $224.8 $256K - $295K
81.4K $17.2M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
8.71K
+ 96.14%
$94.31 - $103.26 $821K - $899K
17.8K $1.82M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.95K
+ 3.88%
$44.9 - $47.55 $447K - $473K
267K $12.6M
CLX
Clorox CO

Consumer Defensive
257
+ 0.79%
$131.73 - $166.97 $33.9K - $42.9K
32.6K $5.31M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.88K
+ 5.08%
$57.22 - $80.08 $108K - $151K
38.9K $3.04M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.39K
+ 152.33%
$233.4 - $302.36 $792K - $1.03M
5.62K $1.53M
CL
Colgate Palmolive CO

Consumer Defensive
602
+ 0.58%
$95.54 - $108.77 $57.5K - $65.5K
104K $10.7M
FTNT
Fortinet, Inc.

Technology
549
+ 1.51%
$55.39 - $77.55 $30.4K - $42.6K
37K $2.87M
IVE
Ishares S&P 500 Value ETF

ETFs
187
+ 0.47%
$181.06 - $197.17 $33.9K - $36.9K
39.8K $7.84M
XLK
Technology Sector Spdr

ETFs
2.82K
+ 1.48%
$197.34 - $237.68 $556K - $670K
194K $43.8M
PANW
Palo Alto Networks Inc

Technology
1.22K
+ 2.77%
$294.18 - $368.01 $360K - $450K
45.4K $15.5M
SPMD
Spdr Portfolio

ETFs
6.15K
+ 10.28%
$50.29 - $54.92 $309K - $338K
66K $3.61M
XLI
Industrial Sector Spdr

ETFs
1.73K
+ 8.55%
$120.56 - $135.44 $208K - $234K
21.9K $2.97M
CSCO
Cisco Systems, Inc.

Technology
4.37K
+ 9.89%
$44.74 - $53.22 $196K - $233K
48.6K $2.58M
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 0.88%
$245.82 - $304.51 $18.9K - $23.4K
8.85K $2.69M
ABBV
Abb Vie Inc.

Healthcare
422
+ 3.12%
$163.84 - $199.33 $69.1K - $84.1K
13.9K $2.75M
SYF
Synchrony Financial

Financial Services
1.29K
+ 0.94%
$43.77 - $52.22 $56.4K - $67.3K
138K $6.88M
FE
Firstenergy Corp

Utilities
3.36K
+ 7.89%
$38.25 - $44.54 $128K - $150K
45.9K $2.04M
KO
Coca Cola CO

Consumer Defensive
1.31K
+ 3.58%
$62.69 - $73.01 $82.4K - $95.9K
38K $2.73M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.08K
+ 107.67%
$36.02 - $41.68 $291K - $337K
15.6K $643K
PAYX
Paychex Inc

Industrials
747
+ 4.57%
$116.17 - $135.19 $86.8K - $101K
17.1K $2.29M
ITW
Illinois Tool Works Inc

Industrials
466
+ 5.34%
$233.14 - $263.97 $109K - $123K
9.19K $2.41M
Activity Summary
Buys All Purchases 140 New Holdings 20 Increased Positions 120 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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