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
EMR
Emerson Electric CO

Industrials
-25
- 0.35%
$108.64 - $131.17 $2.72K - $3.28K
7.13K $781K
VMC
Vulcan Materials CO

Basic Materials
-45
- 1.16%
$220.9 - $277.54 $9.94K - $12.5K
3.82K $892K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.04K
- 25.18%
$50.87 - $51.09 $104K - $104K
6.07K $310K
XLF
Financial Sector Spdr

ETFs
-7.66K
- 4.0%
$47.32 - $52.19 $362K - $400K
184K $9.15M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-708
- 15.54%
$65.76 - $84.94 $46.6K - $60.1K
3.85K $254K
IEF
Ishares Barclays

ETFs
-1.46K
- 9.38%
$91.17 - $95.39 $133K - $139K
14.1K $1.34M
IYR
Ishares Tr

ETFs
-1.04K
- 24.41%
$89.49 - $98.98 $93.1K - $103K
3.22K $308K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.35K
- 21.13%
$39.18 - $43.52 $92.1K - $102K
8.77K $367K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-500
- 10.83%
$62.43 - $84.12 $31.2K - $42.1K
4.12K $268K
ISRG
Intuitive Surgical Inc

Healthcare
-3
- 0.12%
$476.63 - $610.45 $1.43K - $1.83K
2.41K $1.19M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-184
- 1.64%
$308.87 - $383.33 $56.8K - $70.5K
11K $3.61M
COF
Capital One Financial Corp

Financial Services
-300
- 19.29%
$163.87 - $209.82 $49.2K - $62.9K
1.26K $225K
WTW
Willis Towers Watson PLC

Financial Services
-300
- 15.62%
$306.61 - $340.78 $92K - $102K
1.62K $547K
XLP
Consumer Staples Sector Spdr

ETFs
-669
- 0.68%
N/A
97.9K $7.44M
IVE
Ishares S&P 500 Value ETF

ETFs
-157
- 0.39%
$185.78 - $198.58 $29.2K - $31.2K
40.2K $7.67M
MCD
Mcdonalds Corp

Consumer Cyclical
-777
- 8.7%
$279.74 - $321.29 $217K - $250K
8.15K $2.55M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-62
- 1.45%
$95.35 - $107.82 $5.91K - $6.68K
4.2K $402K
MET
Metlife Inc

Financial Services
-184
- 1.68%
$77.7 - $87.0 $14.3K - $16K
10.7K $863K
UNP
Union Pacific Corp

Industrials
-157
- 15.24%
$225.21 - $254.42 $35.4K - $39.9K
873 $206K
GLDM
World Gold Trust

ETFs
-1.17K
- 24.21%
$52.19 - $61.89 $61.1K - $72.5K
3.67K $226K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-21
- 3.6%
$507.05 - $563.67 $10.6K - $11.8K
563 $289K
IAU
Ishares Gold Trust

ETFs
-5.98K
- 16.59%
$49.74 - $58.96 $298K - $353K
30.1K $1.77M
WFC
Wells Fargo & Company

Financial Services
-895
- 2.26%
$66.78 - $81.42 $59.8K - $72.9K
38.8K $2.78M
DUK
Duke Energy Corp

Utilities
-332
- 11.83%
$105.87 - $121.97 $35.1K - $40.5K
2.48K $301K
Jacobs Solutions Inc
-15.2K
- 44.09%
N/A
19.3K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-9
- 0.42%
$112.81 - $126.16 $1.02K - $1.14K
2.11K $257K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-470
- 1.72%
$95.85 - $99.25 $45K - $46.6K
26.8K $2.65M
JCI
Johnson Controls International PLC

Industrials
-294
- 1.06%
$76.12 - $90.6 $22.4K - $26.6K
27.3K $2.19M
AEP
American Electric Power CO Inc

Utilities
-291
- 10.15%
$90.32 - $109.27 $26.3K - $31.8K
2.58K $281K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-43
- 1.74%
$106.31 - $123.73 $4.57K - $5.32K
2.43K $300K
IBM
International Business Machines Corp

Technology
-51
- 2.05%
$217.4 - $264.74 $11.1K - $13.5K
2.44K $605K
CB
Chubb LTD

Financial Services
-41
- 1.33%
$257.71 - $301.99 $10.6K - $12.4K
3.04K $917K
MMM
3 M CO

Industrials
-260
- 4.23%
$129.7 - $155.12 $33.7K - $40.3K
5.89K $864K
PAYX
Paychex Inc

Industrials
-1.02K
- 5.75%
$136.06 - $154.52 $138K - $157K
16.7K $2.57M
LLY
Eli Lilly & CO

Healthcare
-127
- 2.95%
$725.72 - $929.72 $92.2K - $118K
4.18K $3.45M
TTWO
Take Two Interactive Software Inc

Communication Services
-148
- 1.43%
$178.61 - $217.95 $26.4K - $32.3K
10.2K $2.12M
WMB
Williams Companies, Inc.

Energy
-2.59K
- 3.44%
$54.02 - $61.09 $140K - $158K
72.9K $4.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-86
- 1.65%
$442.66 - $534.52 $38.1K - $46K
5.13K $2.73M
GILD
Gilead Sciences, Inc.

Healthcare
-874
- 2.84%
$89.14 - $117.41 $77.9K - $103K
29.9K $3.35M
AMGN
Amgen Inc

Healthcare
-2.08K
- 6.42%
$258.59 - $327.36 $538K - $681K
30.3K $9.45M
TMUS
T Mobile Us, Inc.

Communication Services
-690
- 1.77%
$211.3 - $272.83 $146K - $188K
38.4K $10.2M
PM
Philip Morris International Inc.

Consumer Defensive
-3.18K
- 3.86%
$117.15 - $158.79 $372K - $505K
79.1K $12.6M
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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