United Asset Strategies, Inc. Incresed Positions 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
LMT
Lockheed Martin Corp

Industrials
1.09K
+ 3.13%
$410.74 - $499.21 $449K - $546K
36.1K $18M
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
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
GOOG
Alphabet Inc.

Communication Services
739
+ 7.52%
$175.16 - $255.24 $129K - $189K
10.6K $2.57M
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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.75K
+ 30.42%
$42.67 - $46.91 $203K - $223K
20.4K $952K
NKE
Nike, Inc.

Consumer Cyclical
4.2K
+ 22.67%
$69.24 - $79.24 $291K - $333K
22.7K $1.59M
CAT
Caterpillar Inc

Industrials
26
+ 1.07%
$390.92 - $477.15 $10.2K - $12.4K
2.47K $1.18M
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
AMZN
Amazon Com Inc

Consumer Cyclical
329
+ 0.15%
$211.65 - $238.24 $69.6K - $78.4K
221K $48.6M
IEF
Ishares Barclays

ETFs
1.03K
+ 6.42%
$93.91 - $97.26 $97.1K - $101K
17.1K $1.65M
ES
Eversource Energy

Utilities
138
+ 1.05%
$62.86 - $71.14 $8.67K - $9.82K
13.3K $945K
UBER
Uber Technologies, Inc

Technology
865
+ 39.34%
$86.91 - $99.57 $75.2K - $86.1K
3.06K $300K
AOS
Smith A O Corp

Industrials
276
+ 3.1%
$67.24 - $74.3 $18.6K - $20.5K
9.18K $673K
PANW
Palo Alto Networks Inc

Technology
880
+ 0.93%
$167.06 - $208.19 $147K - $183K
95.9K $19.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
26
+ 2.09%
$224.68 - $282.71 $5.84K - $7.35K
1.27K $355K
CVS
Cvs Health Corp

Healthcare
154
+ 1.77%
$58.75 - $76.5 $9.05K - $11.8K
8.85K $667K
MDT
Medtronic PLC

Healthcare
44
+ 0.58%
$87.67 - $95.74 $3.86K - $4.21K
7.62K $725K
BDX
Becton Dickinson & CO

Healthcare
84
+ 2.87%
$172.41 - $199.66 $14.5K - $16.8K
3.01K $563K
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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