United Asset Strategies, Inc. Incresed Positions in Q2 2025

United Asset Strategies, Inc.

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
103K
+ 980.17%
$146.29 - $275.65 $15.1M - $28.4M
114K $31.3M
NVDA
Nvidia Corp

Technology
136
+ 0.04%
$94.31 - $157.99 $12.8K - $21.5K
362K $57.3M
MSFT
Microsoft Corp

Technology
583
+ 0.56%
$354.56 - $497.45 $207K - $290K
105K $52.3M
DUK
Duke Energy Corp

Utilities
103K
+ 4166.75%
$112.46 - $124.05 $11.6M - $12.8M
106K $12.5M
ASML
Asml Holding Nv

Technology
14.5K
+ 1242.58%
$595.37 - $815.24 $8.62M - $11.8M
15.6K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
20.4K
+ 10.14%
$167.32 - $223.3 $3.41M - $4.55M
221K $48.5M
GOOGL
Alphabet Inc.

Communication Services
20.8K
+ 10.49%
$144.7 - $178.6 $3.01M - $3.71M
219K $38.5M
LMT
Lockheed Martin Corp

Industrials
12.4K
+ 55.01%
$430.82 - $486.45 $5.34M - $6.03M
35K $16.2M
AAPL
Apple Inc.

Technology
43.4K
+ 23.83%
$172.42 - $223.89 $7.48M - $9.72M
226K $46.3M
NOW
Service Now, Inc.

Technology
13
+ 0.06%
$721.65 - $1040.18 $9.38K - $13.5K
23K $23.7M
ETN
Eaton Corp PLC

Industrials
4.75K
+ 12.99%
$246.52 - $356.99 $1.17M - $1.7M
41.3K $14.8M
PANW
Palo Alto Networks Inc

Technology
125
+ 0.13%
$152.44 - $204.64 $19.1K - $25.6K
95K $19.4M
MRK
Merck & Co., Inc.

Healthcare
55.6K
+ 49.26%
$73.47 - $87.12 $4.09M - $4.84M
169K $13.3M
SCHW
Schwab Charles Corp

Financial Services
1.74K
+ 0.9%
$69.06 - $91.24 $120K - $159K
194K $17.7M
PH
Parker Hannifin Corp

Industrials
96
+ 0.41%
$517.23 - $700.54 $49.7K - $67.3K
23.6K $16.5M
IWN
Ishares Russell2000 Val ETF

ETFs
11.7K
+ 43.29%
$131.84 - $157.76 $1.54M - $1.85M
38.7K $6.11M
C
Citigroup Inc

Financial Services
823
+ 0.63%
$58.13 - $85.12 $47.8K - $70.1K
131K $11.2M
DIS
Walt Disney CO

Communication Services
725
+ 1.15%
$81.72 - $124.01 $59.2K - $89.9K
63.7K $7.9M
MA
Mastercard Inc

Financial Services
1.51K
+ 3.83%
$479.92 - $590.74 $722K - $889K
40.8K $22.9M
SYY
Sysco Corp

Consumer Defensive
18K
+ 174.88%
$68.0 - $75.91 $1.23M - $1.37M
28.4K $2.15M
EW
Edwards Lifesciences Corp

Healthcare
1.05K
+ 0.56%
$67.07 - $78.22 $70.3K - $82K
187K $14.6M
AIG
American International Group, Inc.

Financial Services
15K
+ 13.7%
$77.56 - $87.72 $1.16M - $1.32M
124K $10.7M
DE
Deere & CO

Industrials
1.78K
+ 33.48%
$412.99 - $531.48 $735K - $946K
7.1K $3.61M
JKHY
Henry Jack & Associates Inc

Technology
6.21K
+ 47.73%
$163.54 - $186.02 $1.02M - $1.16M
19.2K $3.46M
LNG
Cheniere Energy, Inc.

Energy
2.65K
+ 9.58%
$197.25 - $244.33 $522K - $646K
30.3K $7.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
14.3K
+ 93.57%
$63.54 - $68.5 $910K - $981K
29.6K $2M
AMD
Advanced Micro Devices Inc

Technology
5.59K
+ 171.65%
$78.21 - $143.81 $438K - $804K
8.85K $1.26M
ECL
Ecolab Inc.

Basic Materials
4
+ 0.01%
$225.65 - $270.95 $903 - $1.08K
55.3K $14.9M
VST
Vistra Corp.

Utilities
144
+ 1.36%
$98.07 - $195.04 $14.1K - $28.1K
10.7K $2.08M
COST
Costco Wholesale Corp

Consumer Defensive
717
+ 35.9%
$908.13 - $1056.85 $651K - $758K
2.71K $2.69M
MNST
Monster Beverage Corp

Consumer Defensive
2.59K
+ 1.7%
$55.01 - $64.24 $143K - $167K
155K $9.73M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.73K
+ 2.03%
$35.35 - $42.68 $203K - $245K
288K $12.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.45K
+ 18.98%
$248.61 - $294.96 $858K - $1.02M
21.6K $6.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.9K
+ 131.47%
$32.66 - $40.75 $519K - $648K
28K $1.13M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.32K
+ 42.64%
$82.21 - $83.12 $684K - $691K
27.8K $2.31M
KKR
Kkr & Co. Inc.

Financial Services
2.56K
+ 22.19%
$92.79 - $134.29 $237K - $343K
14.1K $1.87M
ADBE
Adobe Inc.

Technology
1.12K
+ 3.5%
$340.0 - $420.68 $381K - $472K
33.1K $12.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.56K
+ 3.39%
$57.41 - $74.81 $89.7K - $117K
47.6K $3.54M
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
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
CAT
Caterpillar Inc

Industrials
323
+ 15.26%
$273.94 - $388.21 $88.5K - $125K
2.44K $947K
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
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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