United Asset Strategies, Inc. Incresed Positions in Q1 2025

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
48.4K
+ 2981.5%
$201.63 - $347.44 $9.75M - $16.8M
50K $10.1M
MU
Micron Technology Inc

Technology
97.5K
+ 1252.89%
$86.89 - $109.38 $8.47M - $10.7M
105K $9.15M
JNJ
Johnson & Johnson

Healthcare
26.3K
+ 79.2%
$142.06 - $167.7 $3.74M - $4.41M
59.5K $9.88M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9.07K
+ 33.26%
$497.6 - $606.74 $4.51M - $5.5M
36.3K $18.1M
CI
Cigna Corp

Healthcare
2.81K
+ 6.25%
$274.49 - $329.0 $771K - $924K
47.7K $15.7M
BDX
Becton Dickinson & CO

Healthcare
13.5K
+ 452.83%
$222.79 - $249.08 $3.02M - $3.37M
16.5K $3.79M
EFV
Msci Eafe Value ETF

ETFs
40.8K
+ 106.27%
$51.88 - $60.73 $2.12M - $2.48M
79.2K $4.67M
WM
Waste Management Inc

Industrials
720
+ 1.12%
$200.54 - $233.78 $144K - $168K
65K $15M
CVX
Chevron Corp

Energy
526
+ 0.64%
$146.71 - $167.97 $77.2K - $88.4K
82.8K $13.9M
MCK
Mckesson Corp

Healthcare
260
+ 1.54%
$566.21 - $672.99 $147K - $175K
17.1K $11.5M
LNT
Alliant Energy Corp

Utilities
18.6K
+ 31.17%
$56.66 - $66.04 $1.06M - $1.23M
78.4K $5.04M
MA
Mastercard Inc

Financial Services
1.07K
+ 2.79%
$504.67 - $576.31 $537K - $614K
39.3K $21.5M
PEP
Pepsico Inc

Consumer Defensive
8.52K
+ 68.71%
$142.64 - $156.42 $1.21M - $1.33M
20.9K $3.14M
ECL
Ecolab Inc.

Basic Materials
562
+ 1.03%
$229.72 - $269.82 $129K - $152K
55.3K $14M
SBUX
Starbucks Corp

Consumer Cyclical
3.02K
+ 2.42%
$91.75 - $115.81 $277K - $350K
128K $12.6M
SCHW
Schwab Charles Corp

Financial Services
4.32K
+ 2.29%
$71.24 - $83.64 $308K - $361K
193K $15.1M
MNST
Monster Beverage Corp

Consumer Defensive
3.87K
+ 2.6%
$46.16 - $58.58 $179K - $227K
153K $8.94M
O
Realty Income Corp

Real Estate
10.2K
+ 9.04%
$51.67 - $58.49 $528K - $597K
123K $7.15M
EW
Edwards Lifesciences Corp

Healthcare
17.4K
+ 10.35%
$67.95 - $76.19 $1.18M - $1.33M
186K $13.5M
PG
Procter & Gamble CO

Consumer Defensive
5.34K
+ 30.18%
$158.56 - $176.26 $847K - $941K
23K $3.93M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.9K
+ 125.6%
$81.83 - $82.73 $889K - $899K
19.5K $1.61M
XOM
Exxon Mobil Corp

Energy
1.31K
+ 2.19%
$105.44 - $118.93 $138K - $156K
61.3K $7.29M
VTR
Ventas, Inc.

Real Estate
1.09K
+ 1.56%
$56.9 - $70.47 $61.7K - $76.5K
70.8K $4.87M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.58K
+ 2.59%
$44.68 - $46.49 $383K - $399K
340K $15.7M
CL
Colgate Palmolive CO

Consumer Defensive
4.19K
+ 3.76%
$85.68 - $97.5 $359K - $408K
116K $10.8M
LNG
Cheniere Energy, Inc.

Energy
1.07K
+ 4.03%
$209.32 - $253.66 $224K - $271K
27.6K $6.39M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
661
+ 16.73%
$402.49 - $513.76 $266K - $340K
4.61K $2.24M
MRK
Merck & Co., Inc.

Healthcare
16.7K
+ 17.38%
$83.01 - $101.02 $1.39M - $1.69M
113K $10.1M
ED
Consolidated Edison Inc

Utilities
3K
+ 46.54%
$88.0 - $110.59 $264K - $332K
9.46K $1.05M
VZ
Verizon Communications Inc

Communication Services
2.53K
+ 4.34%
$37.81 - $46.49 $95.8K - $118K
60.9K $2.76M
TGT
Target Corp

Consumer Defensive
5.49K
+ 104.95%
$103.65 - $142.5 $569K - $782K
10.7K $1.12M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4K
+ 63.71%
$85.29 - $92.57 $342K - $371K
10.3K $936K
T
At&T Inc.

Communication Services
11.5K
+ 105.11%
$21.56 - $28.28 $249K - $326K
22.5K $636K
ROST
Ross Stores, Inc.

Consumer Cyclical
3.7K
+ 67.7%
$123.3 - $154.95 $456K - $573K
9.17K $1.17M
NUE
Nucor Corp

Basic Materials
2.55K
+ 26.62%
$114.48 - $142.52 $292K - $364K
12.2K $1.46M
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
NFLX
Netflix Inc

Communication Services
122
+ 4.85%
$828.4 - $1058.6 $101K - $129K
2.64K $2.46M
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
XLU
Utilities Sector Spdr

ETFs
1.76K
+ 20.52%
$74.7 - $80.27 $131K - $141K
10.3K $814K
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
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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