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
IEF
Ishares Barclays

ETFs
-173
- 1.09%
$92.67 - $99.14 $16K - $17.2K
15.7K $1.54M
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.02%
$161.9 - $179.3 $324 - $359
12.1K $2.06M
AOS
Smith A O Corp

Industrials
-71
- 0.79%
$76.95 - $91.98 $5.46K - $6.53K
8.91K $799K
FIS
Fidelity National Information Services, Inc.

Technology
-522
- 3.99%
$72.8 - $85.04 $38K - $44.4K
12.6K $1.05M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-919
- 1.12%
$26.14 - $27.97 $24K - $25.7K
81.2K $2.24M
NDSN
Nordson Corp

Industrials
-10
- 0.35%
$225.0 - $262.63 $2.25K - $2.63K
2.81K $738K
CB
Chubb LTD

Financial Services
-63
- 2.03%
$252.51 - $292.2 $15.9K - $18.4K
3.04K $876K
ISRG
Intuitive Surgical Inc

Healthcare
-24
- 1.0%
$416.14 - $494.01 $9.99K - $11.9K
2.38K $1.17M
XLU
Utilities Sector Spdr

ETFs
-145
- 1.55%
$67.67 - $80.78 $9.81K - $11.7K
9.23K $745K
IBM
International Business Machines Corp

Technology
-28
- 1.11%
$175.1 - $223.38 $4.9K - $6.25K
2.48K $549K
MET
Metlife Inc

Financial Services
-131
- 1.2%
$67.96 - $82.48 $8.9K - $10.8K
10.8K $891K
AXP
American Express CO

Financial Services
-207
- 4.51%
$225.92 - $271.17 $46.8K - $56.1K
4.38K $1.19M
XLV
Select Sector Spdr Fund Health

ETFs
-530
- 2.1%
$143.3 - $157.24 $75.9K - $83.3K
24.7K $3.8M
PNR
Pentair PLC

Industrials
-401
- 3.76%
$74.39 - $97.79 $29.8K - $39.2K
10.3K $1M
MMM
3 M CO

Industrials
-245
- 3.72%
$99.69 - $139.42 $24.4K - $34.2K
6.33K $865K
WMB
Williams Companies, Inc.

Energy
-732
- 0.95%
$41.24 - $46.22 $30.2K - $33.8K
76.4K $3.49M
WMT
Walmart Inc.

Consumer Defensive
-750
- 3.49%
$66.91 - $81.4 $50.2K - $61.1K
20.8K $1.68M
USFD
Us Foods Holding Corp.

Consumer Defensive
-704
- 2.17%
$50.06 - $62.82 $35.2K - $44.2K
31.7K $1.95M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-5
- 0.04%
$85.44 - $110.36 $427 - $552
11.2K $1.24M
JCI
Johnson Controls International PLC

Industrials
-666
- 2.35%
$65.52 - $77.61 $43.6K - $51.7K
27.7K $2.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.06%
$405.19 - $478.57 $1.22K - $1.44K
5.28K $2.43M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-131
- 0.23%
$82.04 - $89.49 $10.7K - $11.7K
57.7K $5.13M
KKR
Kkr & Co. Inc.

Financial Services
-1.12K
- 6.15%
$104.51 - $133.23 $117K - $149K
17.1K $2.23M
IWN
Ishares Russell2000 Val ETF

ETFs
-31
- 0.12%
$150.05 - $171.34 $4.65K - $5.31K
25.7K $4.28M
GILD
Gilead Sciences, Inc.

Healthcare
-261
- 0.82%
$66.59 - $83.99 $17.4K - $21.9K
31.4K $2.63M
LNT
Alliant Energy Corp

Utilities
-102
- 0.17%
$50.74 - $60.74 $5.18K - $6.2K
59.5K $3.61M
XLF
Financial Sector Spdr

ETFs
-1.72K
- 1.07%
$40.84 - $45.74 $70K - $78.4K
159K $7.22M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.73K
- 0.84%
$60.84 - $67.51 $105K - $117K
205K $13.8M
RTX
Raytheon Technologies Corp

Industrials
-335
- 0.77%
$99.55 - $123.34 $33.3K - $41.3K
43.3K $5.25M
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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