United Asset Strategies, Inc. Sells in Q1 2025

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
-129K
- 44.17%
$75.26 - $87.89 $9.71M - $11.3M
163K $13.9M
XLV
Select Sector Spdr Fund Health

ETFs
-60.4K
- 75.25%
$137.61 - $149.68 $8.31M - $9.04M
19.9K $2.9M
LMT
Lockheed Martin Corp

Industrials
-9.03K
- 28.6%
$423.19 - $506.29 $3.82M - $4.57M
22.6K $10.1M
GLD
Spdr Gold Trust

ETFs
-27.3K
- 31.61%
$243.19 - $288.14 $6.63M - $7.85M
59K $17M
USFR
Wisdomtree Floating Rate Treas

ETFs
-64.9K
- 15.86%
$50.29 - $50.5 $3.26M - $3.28M
344K $17.3M
ADBE
Adobe Inc.

Technology
-1.16K
- 3.5%
$377.84 - $464.11 $439K - $539K
32K $12.3M
RTX
Raytheon Technologies Corp

Industrials
-22.9K
- 52.89%
$114.1 - $135.66 $2.61M - $3.11M
20.4K $2.7M
JPM
Jpmorgan Chase & CO

Financial Services
-11K
- 13.61%
$225.19 - $279.95 $2.48M - $3.08M
69.8K $17.1M
ORCL
Oracle Corp

Technology
-11.2K
- 56.49%
$139.81 - $186.47 $1.56M - $2.08M
8.59K $1.2M
AVGO
Broadcom Inc.

Technology
-5.61K
- 34.81%
$167.43 - $244.7 $939K - $1.37M
10.5K $1.76M
HD
Home Depot, Inc.

Consumer Cyclical
-2.13K
- 6.79%
$347.25 - $424.87 $740K - $905K
29.3K $10.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3.11K
- 54.23%
$283.06 - $421.16 $881K - $1.31M
2.63K $743K
OZ
Belpointe Prep, LLC

Real Estate
-960
- 1.1%
$60.5 - $78.04 $58.1K - $74.9K
86K $5.55M
KKR
Kkr & Co. Inc.

Financial Services
-4.85K
- 29.63%
$108.17 - $167.07 $525K - $810K
11.5K $1.33M
CSCO
Cisco Systems, Inc.

Technology
-19.7K
- 39.32%
$58.74 - $64.87 $1.16M - $1.28M
30.4K $1.87M
KO
Coca Cola CO

Consumer Defensive
-18.6K
- 45.56%
$60.81 - $72.32 $1.13M - $1.35M
22.2K $1.59M
KMI
Kinder Morgan, Inc.

Energy
-51.2K
- 9.33%
$26.1 - $31.22 $1.34M - $1.6M
498K $14.2M
WMT
Walmart Inc.

Consumer Defensive
-8.84K
- 43.07%
$84.5 - $105.05 $747K - $928K
11.7K $1.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-9.7K
- 59.81%
$74.85 - $84.89 $726K - $824K
6.52K $532K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-185
- 0.09%
$64.88 - $72.1 $12K - $13.3K
201K $13.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-852
- 20.24%
$551.42 - $612.93 $470K - $522K
3.36K $1.88M
FTNT
Fortinet, Inc.

Technology
-6.25K
- 16.88%
$92.49 - $114.57 $578K - $716K
30.8K $2.96M
CRM
Salesforce, Inc.

Technology
-163
- 2.22%
$268.36 - $359.95 $43.7K - $58.7K
7.19K $1.93M
XLB
Select Sector Spdr Fd Material

ETFs
-6.31K
- 22.9%
$83.19 - $90.99 $525K - $574K
21.2K $1.83M
XLY
Select Sector Spdr Consumer Di

ETFs
-828
- 8.21%
$192.6 - $233.2 $159K - $193K
9.26K $1.83M
XLE
Energy Sector Spdr

ETFs
-7.07K
- 23.73%
$85.7 - $93.96 $606K - $664K
22.7K $2.12M
D
Dominion Energy, Inc

Utilities
-7.78K
- 46.25%
$52.85 - $57.43 $411K - $447K
9.04K $506K
GOOG
Alphabet Inc.

Communication Services
-195
- 1.81%
$156.06 - $207.71 $30.4K - $40.5K
10.6K $1.66M
ABBV
Abb Vie Inc.

Healthcare
-3.81K
- 27.54%
$169.2 - $216.66 $645K - $826K
10K $2.1M
V
Visa Inc.

Financial Services
-2.49K
- 16.28%
$306.92 - $362.71 $763K - $902K
12.8K $4.48M
USFD
Us Foods Holding Corp.

Consumer Defensive
-3.99K
- 12.65%
$63.38 - $72.02 $253K - $287K
27.6K $1.8M
VST
Vistra Corp.

Utilities
-572
- 5.13%
$108.49 - $191.89 $62.1K - $110K
10.6K $1.24M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.64K
- 11.36%
$94.84 - $105.31 $250K - $278K
20.6K $1.99M
AGZ
Ishares Agency Bond ETF

ETFs
-2.44K
- 35.52%
$107.46 - $109.48 $262K - $267K
4.42K $484K
SPMD
Spdr Portfolio

ETFs
-270
- 0.46%
$50.21 - $57.73 $13.6K - $15.6K
59K $3.02M
FE
Firstenergy Corp

Utilities
-5.66K
- 12.18%
$37.95 - $43.5 $215K - $246K
40.8K $1.65M
PFE
Pfizer Inc

Healthcare
-6.31K
- 20.13%
$25.01 - $27.13 $158K - $171K
25K $634K
XLI
Industrial Sector Spdr

ETFs
-1.37K
- 7.39%
$128.78 - $141.67 $176K - $194K
17.2K $2.25M
COST
Costco Wholesale Corp

Consumer Defensive
-263
- 11.64%
$890.62 - $1076.86 $234K - $283K
2K $1.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.26%
$468.34 - $539.52 $4.68K - $5.4K
3.89K $1.82M
AXP
American Express CO

Financial Services
-167
- 3.88%
$255.39 - $325.87 $42.7K - $54.4K
4.14K $1.11M
VV
Vanguard Large Cap ETF

ETFs
-466
- 16.52%
$253.32 - $282.66 $118K - $132K
2.35K $605K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.39K
- 21.3%
$37.07 - $40.63 $163K - $178K
16.2K $638K
PNR
Pentair PLC

Industrials
-124
- 1.24%
$84.0 - $105.35 $10.4K - $13.1K
9.84K $860K
NEE
Nextera Energy Inc

Utilities
-1.74K
- 7.69%
$66.96 - $76.16 $116K - $132K
20.9K $1.48M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-5.77K
- 21.54%
$12.87 - $15.85 $74.3K - $91.5K
21K $271K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-148
- 0.41%
$32.96 - $44.43 $4.88K - $6.58K
35.6K $1.18M
QCOM
Qualcomm Inc

Technology
-879
- 7.98%
$151.94 - $175.86 $134K - $155K
10.1K $1.56M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.41K
- 18.01%
$100.59 - $103.47 $142K - $146K
6.41K $662K
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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