United Asset Strategies, Inc. Reduced Holdings in Q3 2024

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
-19.6K
- 80.3%
$463.97 - $621.3 $9.07M - $12.2M
4.8K $2.43M
TER
Teradyne, Inc

Technology
-62.9K
- 48.7%
$114.25 - $163.0 $7.18M - $10.2M
66.2K $8.87M
MDT
Medtronic PLC

Healthcare
-98.1K
- 92.16%
$76.84 - $91.03 $7.54M - $8.93M
8.35K $751K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-46.5K
- 89.87%
$126.87 - $148.36 $5.9M - $6.89M
5.24K $688K
NVDA
Nvidia Corp

Technology
-23.1K
- 7.4%
$98.91 - $134.91 $2.29M - $3.12M
289K $35.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.89K
- 41.93%
$517.38 - $573.86 $2.01M - $2.23M
5.39K $3.09M
AMGN
Amgen Inc

Healthcare
-6.88K
- 17.88%
$309.38 - $337.38 $2.13M - $2.32M
31.6K $10.2M
EFV
Msci Eafe Value ETF

ETFs
-31K
- 45.17%
$51.72 - $57.96 $1.6M - $1.8M
37.6K $2.17M
ECL
Ecolab Inc.

Basic Materials
-8.85K
- 14.05%
$228.86 - $255.76 $2.03M - $2.26M
54.2K $13.8M
LLY
Eli Lilly & CO

Healthcare
-1.15K
- 21.77%
$772.14 - $960.02 $890K - $1.11M
4.14K $3.67M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-216
- 49.09%
$3305.62 - $4268.05 $714K - $922K
224 $943K
KCE
Spdr S&P Capital Markets ETF

ETFs
-4.32K
- 69.85%
$110.03 - $126.01 $476K - $545K
1.87K $233K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-4.58K
- 53.27%
$102.05 - $114.97 $467K - $526K
4.02K $461K
GOOG
Alphabet Inc.

Communication Services
-352
- 2.69%
$149.54 - $192.66 $52.6K - $67.8K
12.7K $2.13M
XLE
Energy Sector Spdr

ETFs
-1.8K
- 7.35%
$84.35 - $93.39 $152K - $168K
22.7K $1.99M
IAU
Ishares Gold Trust

ETFs
-10.1K
- 21.02%
$44.06 - $50.5 $443K - $508K
37.8K $1.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.5K
- 10.74%
$96.25 - $101.98 $337K - $357K
29.1K $2.95M
UPS
United Parcel Service Inc

Industrials
-1.51K
- 7.61%
$123.32 - $147.38 $186K - $222K
18.3K $2.49M
MNST
Monster Beverage Corp

Consumer Defensive
-8.22K
- 5.37%
$45.01 - $52.47 $370K - $431K
145K $7.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-247
- 5.94%
$434.77 - $502.96 $107K - $124K
3.91K $1.91M
EL
Estee Lauder Companies Inc

Consumer Defensive
-302
- 4.36%
$84.18 - $106.5 $25.4K - $32.2K
6.62K $659K
WTW
Willis Towers Watson PLC

Financial Services
-600
- 19.22%
$257.34 - $294.53 $154K - $177K
2.52K $742K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-988
- 17.62%
$42.59 - $60.56 $42.1K - $59.8K
4.62K $233K
COF
Capital One Financial Corp

Financial Services
-446
- 22.29%
$131.42 - $153.05 $58.6K - $68.3K
1.56K $232K
FDX
Fedex Corp

Industrials
-37
- 4.71%
$254.64 - $313.52 $9.42K - $11.6K
748 $204K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-31
- 3.08%
$211.47 - $281.27 $6.56K - $8.72K
975 $239K
EMR
Emerson Electric CO

Industrials
-58
- 0.81%
$98.19 - $118.87 $5.7K - $6.89K
7.14K $780K
IVV
Ishares Core S&P 500 ETF

ETFs
-36
- 8.87%
$520.18 - $576.82 $18.7K - $20.8K
370 $213K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-256
- 5.51%
$91.41 - $101.59 $23.4K - $26K
4.39K $445K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-31
- 2.43%
$147.95 - $191.05 $4.59K - $5.92K
1.25K $216K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-62
- 0.46%
$50.63 - $51.11 $3.14K - $3.17K
13.4K $686K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-228
- 3.96%
$36.06 - $37.66 $8.22K - $8.59K
5.54K $208K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-381
- 5.55%
$31.67 - $39.16 $12.1K - $14.9K
6.49K $232K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-142
- 1.56%
$81.31 - $83.29 $11.5K - $11.8K
8.94K $742K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-191
- 4.72%
$75.63 - $84.89 $14.4K - $16.2K
3.86K $324K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-397
- 5.37%
$38.03 - $42.06 $15.1K - $16.7K
6.99K $292K
TJX
Tjx Companies Inc

Consumer Cyclical
-68
- 2.95%
$107.93 - $120.23 $7.34K - $8.18K
2.24K $263K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-41
- 0.52%
$98.99 - $101.51 $4.06K - $4.16K
7.9K $799K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8.74K
- 6.23%
$75.32 - $84.37 $658K - $737K
131K $11M
AEP
American Electric Power CO Inc

Utilities
-362
- 10.76%
$87.11 - $104.95 $31.5K - $38K
3K $308K
AGZ
Ishares Agency Bond ETF

ETFs
-70
- 0.64%
$107.35 - $110.79 $7.51K - $7.76K
10.9K $1.2M
CMCSA
Comcast Corp

Communication Services
-229
- 1.64%
$37.33 - $41.78 $8.55K - $9.57K
13.7K $574K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-31
- 1.34%
$283.28 - $314.39 $8.78K - $9.75K
2.29K $720K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-148
- 5.11%
$98.71 - $117.61 $14.6K - $17.4K
2.75K $323K
VV
Vanguard Large Cap ETF

ETFs
-38
- 1.23%
$236.92 - $263.4 $9K - $10K
3.04K $801K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-80
- 1.22%
$89.91 - $101.33 $7.19K - $8.11K
6.48K $636K
XLB
Select Sector Spdr Fd Material

ETFs
-5.94K
- 7.85%
$86.95 - $97.09 $516K - $577K
69.7K $6.71M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.25K
- 16.24%
$213.3 - $270.78 $267K - $338K
6.45K $1.75M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-148
- 1.64%
$38.04 - $45.36 $5.63K - $6.71K
8.87K $396K
Activity Summary
Buys All Purchases 140 New Holdings 20 Increased Positions 120 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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