United Asset Strategies, Inc. Reduced Holdings in Q2 2025

United Asset Strategies, Inc.

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-1.76K
- 12.53%
$32.84 - $36.72 $57.9K - $64.8K
12.3K $439K
MET
Metlife Inc

Financial Services
-862
- 8.02%
$68.42 - $82.49 $59K - $71.1K
9.89K $795K
WTW
Willis Towers Watson PLC

Financial Services
-50
- 3.08%
$295.96 - $337.43 $14.8K - $16.9K
1.57K $481K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-2.89K
- 13.72%
$10.66 - $12.92 $30.8K - $37.3K
18.1K $211K
MMM
3 M CO

Industrials
-598
- 10.16%
$126.09 - $154.15 $75.4K - $92.2K
5.29K $805K
AMCR
Amcor PLC

Consumer Cyclical
-3.13K
- 7.67%
$8.57 - $9.81 $26.8K - $30.7K
37.7K $346K
CCI
Crown Castle International Corp

Real Estate
-364
- 7.23%
$94.83 - $107.06 $34.5K - $39K
4.67K $479K
AOS
Smith A O Corp

Industrials
-664
- 6.94%
$59.63 - $70.52 $39.6K - $46.8K
8.91K $583K
ES
Eversource Energy

Utilities
-908
- 6.46%
$54.25 - $65.89 $49.3K - $59.8K
13.2K $836K
PFE
Pfizer Inc

Healthcare
-355
- 1.42%
$21.59 - $24.84 $7.66K - $8.82K
24.7K $598K
AMAT
Applied Materials Inc

Technology
-2.15K
- 22.79%
$126.95 - $183.52 $273K - $394K
7.28K $1.33M
ITW
Illinois Tool Works Inc

Industrials
-101
- 1.0%
$218.41 - $252.43 $22.1K - $25.5K
10K $2.48M
D
Dominion Energy, Inc

Utilities
-644
- 7.13%
$49.66 - $58.0 $32K - $37.4K
8.39K $474K
TIP
Ishares Tr Tips Bd ETF

ETFs
-245
- 8.17%
$107.93 - $110.97 $26.4K - $27.2K
2.75K $302K
CTSH
Cognizant Technology Solutions Corp

Technology
-416
- 8.3%
$66.47 - $81.81 $27.7K - $34K
4.6K $358K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-218
- 9.35%
$116.93 - $119.39 $25.5K - $26K
2.11K $251K
XLU
Utilities Sector Spdr

ETFs
-607
- 5.87%
$73.09 - $82.77 $44.4K - $50.2K
9.73K $794K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-361
- 5.94%
$50.1 - $51.02 $18.1K - $18.4K
5.71K $291K
ATR
Aptargroup, Inc.

Healthcare
-174
- 9.94%
$133.66 - $158.53 $23.3K - $27.6K
1.58K $246K
FE
Firstenergy Corp

Utilities
-93
- 0.23%
$38.31 - $43.17 $3.56K - $4.01K
40.7K $1.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
-332
- 9.89%
$496.48 - $617.85 $165K - $205K
3.03K $1.87M
CVS
Cvs Health Corp

Healthcare
-233
- 2.61%
$60.04 - $70.18 $14K - $16.4K
8.7K $599K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2
- 0.02%
$37.08 - $42.26 $74.2 - $84.5
8.77K $363K
NDSN
Nordson Corp

Industrials
-184
- 6.06%
$167.51 - $223.5 $30.8K - $41.1K
2.85K $611K
BFB
Brown Forman Corp Cl B
-1.57K
- 6.87%
N/A
21.2K $0
Ishares Bitcoin Trust ETF
-8.76K
- 66.98%
N/A
4.32K $0
Angel Oak Funds Trust
-2.71K
- 2.81%
N/A
93.8K $0
Jacobs Solutions Inc
-391
- 2.03%
N/A
18.9K $0
T
At&T Inc.

Communication Services
-453
- 2.01%
$26.33 - $28.94 $11.9K - $13.1K
22.1K $638K
GPC
Genuine Parts CO

Consumer Cyclical
-51
- 1.13%
$105.54 - $129.09 $5.38K - $6.58K
4.44K $538K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.27K
- 7.07%
$19.1 - $23.83 $24.3K - $30.3K
16.7K $398K
QCOM
Qualcomm Inc

Technology
-249
- 2.46%
$124.66 - $159.48 $31K - $39.7K
9.89K $1.57M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-59
- 1.55%
$73.02 - $90.22 $4.31K - $5.32K
3.74K $333K
WMB
Williams Companies, Inc.

Energy
-3.08K
- 4.23%
$54.33 - $62.87 $167K - $194K
69.8K $4.39M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-617
- 3.8%
$34.72 - $42.74 $21.4K - $26.4K
15.6K $667K
GD
General Dynamics Corp

Industrials
-80
- 2.55%
$247.68 - $291.66 $19.8K - $23.3K
3.06K $892K
OZ
Belpointe Prep, LLC

Real Estate
-155
- 0.18%
$58.56 - $71.01 $9.08K - $11K
85.8K $5.58M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5
- 0.19%
$82.96 - $110.1 $415 - $551
2.67K $294K
WMT
Walmart Inc.

Consumer Defensive
-696
- 5.96%
$81.79 - $99.98 $56.9K - $69.6K
11K $1.07M
CTAS
Cintas Corp

Industrials
-225
- 3.88%
$190.11 - $227.66 $42.8K - $51.2K
5.57K $1.24M
PNR
Pentair PLC

Industrials
-912
- 9.27%
$76.17 - $103.58 $69.5K - $94.5K
8.93K $916K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-46
- 2.11%
$272.36 - $339.57 $12.5K - $15.6K
2.14K $725K
VV
Vanguard Large Cap ETF

ETFs
-4
- 0.17%
$228.25 - $285.3 $913 - $1.14K
2.35K $670K
TROW
Price T Rowe Group Inc

Financial Services
-34
- 0.2%
$80.27 - $98.06 $2.73K - $3.33K
16.9K $1.63M
VMC
Vulcan Materials CO

Basic Materials
-86
- 2.25%
$226.49 - $276.01 $19.5K - $23.7K
3.74K $974K
GOOG
Alphabet Inc.

Communication Services
-771
- 7.27%
$146.58 - $180.01 $113K - $139K
9.83K $1.74M
EMR
Emerson Electric CO

Industrials
-591
- 8.29%
$94.15 - $133.33 $55.6K - $78.8K
6.54K $871K
NUE
Nucor Corp

Basic Materials
-151
- 1.24%
$103.22 - $131.43 $15.6K - $19.8K
12K $1.55M
AXP
American Express CO

Financial Services
-338
- 8.17%
$231.39 - $318.98 $78.2K - $108K
3.8K $1.21M
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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