United Asset Strategies, Inc. Reduced Holdings in Q3 2025

United Asset Strategies, Inc.

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
-42.1K
- 97.38%
$262.23 - $334.39 $11M - $14.1M
1.13K $326K
AVGO
Broadcom Inc.

Technology
-37.7K
- 33.26%
$264.74 - $369.57 $9.99M - $13.9M
75.8K $25M
CVX
Chevron Corp

Energy
-27.6K
- 33.39%
$145.57 - $161.83 $4.02M - $4.47M
55.1K $8.56M
WMB
Williams Companies, Inc.

Energy
-51.9K
- 74.32%
$56.52 - $64.01 $2.93M - $3.32M
17.9K $1.14M
CSCO
Cisco Systems, Inc.

Technology
-13.5K
- 45.72%
$66.2 - $71.79 $896K - $972K
16.1K $1.1M
FTNT
Fortinet, Inc.

Technology
-1.88K
- 6.05%
$74.39 - $107.65 $140K - $202K
29.2K $2.46M
TXN
Texas Instruments Inc

Technology
-4.21K
- 78.55%
N/A
1.15K $223K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.24K
- 29.69%
$366.54 - $479.53 $456K - $596K
2.94K $1.15M
JCI
Johnson Controls International PLC

Industrials
-6.08K
- 23.19%
$103.24 - $111.73 $628K - $680K
20.1K $2.22M
DASH
Door Dash, Inc.

Communication Services
-2.64K
- 40.04%
$234.5 - $272.5 $620K - $720K
3.96K $1.08M
META
Meta Platforms, Inc.

Communication Services
-386
- 0.83%
$695.21 - $791.73 $268K - $306K
46.3K $34M
MELI
Mercadolibre Inc

Consumer Cyclical
-90
- 16.76%
$2292.04 - $2514.05 $206K - $226K
447 $1.04M
PAYX
Paychex Inc

Industrials
-16
- 0.1%
$126.69 - $147.99 $2.03K - $2.37K
16.3K $2.07M
IAU
Ishares Gold Trust

ETFs
-7.26K
- 33.83%
$61.62 - $72.77 $447K - $528K
14.2K $1.03M
HON
Honeywell International Inc

Industrials
-162
- 1.5%
$207.7 - $240.4 $33.6K - $38.9K
10.6K $2.24M
CDNS
Cadence Design Systems Inc

Technology
-1.57K
- 24.51%
$309.46 - $373.37 $485K - $585K
4.82K $1.69M
ACN
Accenture PLC

Technology
-65
- 1.39%
$232.56 - $304.78 $15.1K - $19.8K
4.6K $1.13M
V
Visa Inc.

Financial Services
-195
- 1.41%
$332.09 - $358.86 $64.8K - $70K
13.6K $4.64M
INTU
Intuit Inc

Technology
-51
- 2.47%
$646.03 - $807.39 $32.9K - $41.2K
2.02K $1.38M
TTD
Trade Desk, Inc.

Technology
-111
- 1.04%
$43.93 - $89.76 $4.88K - $9.96K
10.6K $517K
ED
Consolidated Edison Inc

Utilities
-2.29K
- 24.22%
$95.57 - $105.36 $218K - $241K
7.15K $718K
XLB
Select Sector Spdr Fd Material

ETFs
-2.58K
- 14.45%
$86.72 - $92.61 $224K - $239K
15.3K $1.37M
SPGI
S&P Global Inc.

Financial Services
-106
- 3.14%
$484.94 - $564.15 $51.4K - $59.8K
3.27K $1.59M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.9K
- 25.44%
$91.44 - $91.77 $174K - $174K
5.57K $510K
KKR
Kkr & Co. Inc.

Financial Services
-891
- 6.33%
$129.95 - $152.16 $116K - $136K
13.2K $1.71M
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
-4.8K
- 44.01%
$33.25 - $35.45 $160K - $170K
6.11K $210K
PG
Procter & Gamble CO

Consumer Defensive
-188
- 0.87%
$150.47 - $161.22 $28.3K - $30.3K
21.3K $3.27M
SBAC
Sba Communications Corp

Real Estate
-21
- 0.63%
$191.35 - $239.35 $4.02K - $5.03K
3.29K $635K
DDOG
Datadog, Inc.

Technology
-1.53K
- 15.82%
$124.52 - $155.15 $190K - $237K
8.12K $1.16M
OZ
Belpointe Prep, LLC

Real Estate
-399
- 0.46%
$60.0 - $66.99 $23.9K - $26.7K
85.4K $5.47M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-1.31K
- 29.83%
$108.03 - $117.04 $141K - $153K
3.07K $359K
DHR
Danaher Corp

Healthcare
-559
- 2.64%
$181.46 - $212.2 $101K - $119K
20.6K $4.08M
SNPS
Synopsys Inc

Technology
-90
- 4.31%
$387.78 - $645.35 $34.9K - $58.1K
2K $986K
T
At&T Inc.

Communication Services
-2.05K
- 9.27%
$26.94 - $29.62 $55.1K - $60.6K
20K $564K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.03K
- 25.01%
$82.96 - $95.7 $85.4K - $98.6K
3.09K $277K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-5.92K
- 32.64%
$11.53 - $13.17 $68.3K - $78K
12.2K $146K
EOG
Eog Resources Inc

Energy
-46
- 0.63%
$112.12 - $126.1 $5.16K - $5.8K
7.26K $814K
XLE
Energy Sector Spdr

ETFs
-1.32K
- 9.71%
$84.25 - $91.99 $112K - $122K
12.3K $1.1M
GILD
Gilead Sciences, Inc.

Healthcare
-523
- 1.88%
$108.22 - $120.47 $56.6K - $63K
27.3K $3.03M
VST
Vistra Corp.

Utilities
-344
- 3.21%
$182.0 - $217.92 $62.6K - $75K
10.4K $2.03M
SNOW
Snowflake Inc.

Technology
-166
- 4.54%
$191.73 - $241.0 $31.8K - $40K
3.49K $788K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-532
- 10.56%
$87.29 - $93.61 $46.4K - $49.8K
4.5K $420K
BA
Boeing CO

Industrials
-160
- 11.17%
$209.79 - $237.38 $33.6K - $38K
1.27K $274K
USFD
Us Foods Holding Corp.

Consumer Defensive
-257
- 2.12%
$76.35 - $84.68 $19.6K - $21.8K
11.9K $909K
EMR
Emerson Electric CO

Industrials
-74
- 1.13%
$128.6 - $149.63 $9.52K - $11.1K
6.47K $848K
IVV
Ishares Core S&P 500 ETF

ETFs
-51
- 13.01%
$620.67 - $670.08 $31.7K - $34.2K
341 $228K
XLF
Financial Sector Spdr

ETFs
-5.34K
- 2.94%
$51.37 - $54.25 $274K - $290K
176K $9.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-69
- 11.02%
$567.77 - $614.76 $39.2K - $42.4K
557 $341K
COF
Capital One Financial Corp

Financial Services
-34
- 2.55%
$207.29 - $229.74 $7.05K - $7.81K
1.3K $276K
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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