United Asset Strategies, Inc. Portfolio Holdings

United Asset Strategies, Inc.

  • $1.16 Billion
  • Q2 2025

United Asset Strategies, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $57.3M, Microsoft Corp with a value of $52.3M, Amazon Com Inc with a value of $48.5M, Apple Inc. with a value of $46.3M, and Alphabet Inc. with a value of $38.5M.

Examining the 13F form we can see an increase of $92.9M in the current position value, from $1.07B to 1.16B.

United Asset Strategies, Inc. is based out at Garden City, NY

Below you can find more details about United Asset Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
Technology: $289 Million
ETFs: $188 Million
Financial Services: $129 Million
Healthcare: $103 Million
Communication Services: $96.8 Million
Industrials: $90.5 Million
Consumer Cyclical: $88.4 Million
Consumer Defensive: $53.6 Million
Other: $127 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$57.3 Million 4.92% of portfolio
362,465
Q2 2025 Added 0.04%
$3.8T
$52.3 Million 4.49% of portfolio
105,117
Q2 2025 Added 0.56%
$2.32T
$48.5 Million 4.17% of portfolio
221,057
Q2 2025 Added 10.14%
$3.76T
$46.3 Million 3.97% of portfolio
225,522
Q2 2025 Added 23.83%
$1.44T
$38.5 Million 3.31% of portfolio
218,706
Q2 2025 Added 10.49%
$1.69T
$34.4 Million 2.96% of portfolio
46,656
Q2 2025 Reduced 3.92%
$146B
$31.3 Million 2.69% of portfolio
113,504
Q2 2025 Added 980.17%
$188B
$23.7 Million 2.04% of portfolio
23,044
Q2 2025 Added 0.06%
$554B
$22.9 Million 1.97% of portfolio
40,803
Q2 2025 Added 3.83%
$900B
$22.1 Million 1.89% of portfolio
76,086
Q2 2025 Added 8.93%
$58.7B
$19.4 Million 1.67% of portfolio
94,986
Q2 2025 Added 0.13%
$170B
$17.7 Million 1.52% of portfolio
194,299
Q2 2025 Added 0.9%
$97.5B
$16.5 Million 1.42% of portfolio
23,597
Q2 2025 Added 0.41%
$124B
$16.2 Million 1.39% of portfolio
34,957
Q2 2025 Added 55.01%
$406B
$15.7 Million 1.35% of portfolio
332,619
Q2 2025 Reduced 0.59%
$77.7B
$14.9 Million 1.28% of portfolio
55,256
Q2 2025 Added 0.01%
$89.5B
$14.7 Million 1.26% of portfolio
64,028
Q2 2025 Reduced 1.46%
$48B
$14.6 Million 1.25% of portfolio
186,619
Q2 2025 Added 0.56%
$62B
$14.5 Million 1.25% of portfolio
493,344
Q2 2025 Reduced 0.92%
$92.4B
$14.3 Million 1.23% of portfolio
43,237
Q2 2025 Reduced 9.42%
$210B
$13.3 Million 1.15% of portfolio
168,500
Q2 2025 Added 49.26%
$162B
$12.8 Million 1.1% of portfolio
33,149
Q2 2025 Added 3.5%
$323B
$12.5 Million 1.08% of portfolio
15,641
Q2 2025 Added 1,242.58%
$93.9B
$12.5 Million 1.07% of portfolio
105,602
Q2 2025 Added 4,166.75%
$94.5B
$12.1 Million 1.04% of portfolio
132,450
Q2 2025 Added 3.37%
$308B
$11.9 Million 1.02% of portfolio
82,773
Q2 2025 Reduced 0.09%
$18.4B
$11.4 Million 0.98% of portfolio
136,828
Q2 2025 Reduced 16.1%
$102B
$11.3 Million 0.97% of portfolio
15,402
Q2 2025 Reduced 9.96%
$257B
$11.1 Million 0.96% of portfolio
61,217
Q2 2025 Reduced 22.65%
$193B
$11.2 Million 0.96% of portfolio
131,495
Q2 2025 Added 0.63%
$433B
$10.8 Million 0.93% of portfolio
29,435
Q2 2025 Added 0.63%
$188B
$10.6 Million 0.91% of portfolio
26,211
Q2 2025 Reduced 27.87%
$60B
$10.7 Million 0.91% of portfolio
124,438
Q2 2025 Added 13.7%
$69.5B
$10.5 Million 0.9% of portfolio
115,184
Q2 2025 Reduced 0.38%
$34.1B
$9.73 Million 0.84% of portfolio
155,290
Q2 2025 Added 1.7%
$466B
$9.03 Million 0.78% of portfolio
59,142
Q2 2025 Reduced 0.68%
$148B
$8.63 Million 0.74% of portfolio
30,922
Q2 2025 Added 1.94%
$211B
$7.9 Million 0.68% of portfolio
63,684
Q2 2025 Added 1.15%
$37.3B
$7.36 Million 0.63% of portfolio
127,794
Q2 2025 Added 3.71%
$59B
$7.37 Million 0.63% of portfolio
30,252
Q2 2025 Added 9.58%
$64.9B
$6.1 Million 0.52% of portfolio
21,624
Q2 2025 Added 18.98%
$301B
$5.92 Million 0.51% of portfolio
24,845
Q2 2025 Reduced 35.29%
$467B
$5.79 Million 0.5% of portfolio
53,670
Q2 2025 Reduced 12.41%
$219M
$5.58 Million 0.48% of portfolio
85,818
Q2 2025 Reduced 0.18%
$15.2B
$4.96 Million 0.43% of portfolio
41,349
Q2 2025 Added 20.35%
$555B
$4.9 Million 0.42% of portfolio
13,787
Q2 2025 Added 7.85%
$16.3B
$4.71 Million 0.4% of portfolio
77,972
Q2 2025 Reduced 0.52%
$27.9B
$4.42 Million 0.38% of portfolio
70,030
Q2 2025 Reduced 1.06%
$71.7B
$4.39 Million 0.38% of portfolio
69,824
Q2 2025 Reduced 4.23%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $1.16 Billion
  • Prior Value $1.07 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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