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
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
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
Ishares Bitcoin Trust ETF
4.52K
+ 52.83%
N/A
13.1K $0
Ark 21 Shares Bitcoin ETF
1.15K
+ 32.81%
N/A
4.66K $0
Angel Oak Funds Trust
477
+ 0.5%
N/A
96.5K $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
AMD
Advanced Micro Devices Inc

Technology
50
+ 1.56%
$96.63 - $129.55 $4.83K - $6.48K
3.26K $334K
SNPS
Synopsys Inc

Technology
144
+ 7.06%
$428.58 - $551.54 $61.7K - $79.4K
2.18K $936K
AMAT
Applied Materials Inc

Technology
654
+ 7.46%
$145.06 - $195.51 $94.9K - $128K
9.43K $1.37M
ACN
Accenture PLC

Technology
327
+ 7.7%
$300.91 - $398.25 $98.4K - $130K
4.57K $1.43M
FIS
Fidelity National Information Services, Inc.

Technology
97
+ 0.77%
$68.12 - $83.42 $6.61K - $8.09K
12.6K $942K
CAT
Caterpillar Inc

Industrials
1
+ 0.05%
$326.75 - $407.63 $327 - $408
2.12K $698K
EQIX
Equinix Inc

Real Estate
15
+ 2.18%
$803.0 - $959.97 $12K - $14.4K
702 $572K
HON
Honeywell International Inc

Industrials
690
+ 3.59%
$202.75 - $226.52 $140K - $156K
19.9K $4.22M
UPS
United Parcel Service Inc

Industrials
1.9K
+ 8.53%
$109.66 - $136.26 $208K - $259K
24.2K $2.66M
IWN
Ishares Russell2000 Val ETF

ETFs
803
+ 3.06%
$149.27 - $169.4 $120K - $136K
27K $4.08M
CDNS
Cadence Design Systems Inc

Technology
179
+ 2.87%
$233.96 - $324.52 $41.9K - $58.1K
6.41K $1.63M
CLX
Clorox CO

Consumer Defensive
1.37K
+ 4.14%
$141.76 - $162.89 $194K - $223K
34.4K $5.06M
NVDA
Nvidia Corp

Technology
67.4K
+ 22.84%
$106.98 - $149.43 $7.21M - $10.1M
362K $39.3M
META
Meta Platforms, Inc.

Communication Services
528
+ 1.1%
$576.36 - $736.67 $304K - $389K
48.6K $28M
PH
Parker Hannifin Corp

Industrials
266
+ 1.14%
$591.65 - $707.05 $157K - $188K
23.5K $14.3M
DIS
Walt Disney CO

Communication Services
2.17K
+ 3.56%
$96.87 - $114.0 $210K - $247K
63K $6.21M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
13.5K
+ 5.01%
$40.03 - $46.81 $540K - $631K
283K $11.5M
PANW
Palo Alto Networks Inc

Technology
2.66K
+ 2.88%
$167.82 - $208.28 $446K - $553K
94.9K $16.2M
HUMA
Humacyte, Inc.

Healthcare
300
+ 0.16%
$1.71 - $5.18 $513 - $1.55K
185K $315K
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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