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
$1.25T
$4.25 Million 0.36% of portfolio
13,368
Q2 2025 Reduced 2.5%
$138B
$4.18 Million 0.36% of portfolio
21,149
Q2 2025 New
$28B
$4.07 Million 0.35% of portfolio
10,849
Q2 2025 Reduced 1.61%
$142B
$3.61 Million 0.31% of portfolio
7,097
Q2 2025 Added 33.48%
$77.4B
$3.54 Million 0.3% of portfolio
47,573
Q2 2025 Added 3.39%
$11.7B
$3.46 Million 0.3% of portfolio
19,226
Q2 2025 Added 47.73%
$718B
$3.33 Million 0.29% of portfolio
4,275
Q2 2025 Added 2.35%
$374B
$3.42 Million 0.29% of portfolio
21,495
Q2 2025 Reduced 6.71%
$62.8B
$3.29 Million 0.28% of portfolio
31,108
Q2 2025 Added 1.11%
$144B
$3.08 Million 0.26% of portfolio
27,817
Q2 2025 Reduced 7.02%
$309B
$3.08 Million 0.26% of portfolio
38,412
Q2 2025 Reduced 0.88%
$229B
$2.96 Million 0.25% of portfolio
20,252
Q2 2025 Reduced 0.67%
$529B
$2.93 Million 0.25% of portfolio
2,191
Q2 2025 Reduced 16.98%
$198B
$2.83 Million 0.24% of portfolio
21,463
Q2 2025 Added 2.63%
$74.1B
$2.77 Million 0.24% of portfolio
26,228
Q2 2025 Reduced 4.1%
$61.5B
$2.74 Million 0.24% of portfolio
27,133
Q2 2025 Added 12.24%
$428B
$2.69 Million 0.23% of portfolio
2,714
Q2 2025 Added 35.9%
$142B
$2.51 Million 0.22% of portfolio
10,796
Q2 2025 Reduced 45.79%
$40.2B
$2.4 Million 0.21% of portfolio
9,317
Q2 2025 New
$644B
$2.46 Million 0.21% of portfolio
5,074
Q2 2025 Reduced 1.17%
$225B
$2.39 Million 0.21% of portfolio
8,170
Q2 2025 Added 0.23%
$80.9B
$2.48 Million 0.21% of portfolio
10,033
Q2 2025 Reduced 1.0%
$48.7B
$2.38 Million 0.2% of portfolio
16,351
Q2 2025 Reduced 1.84%
$87.3B
$2.08 Million 0.18% of portfolio
10,716
Q2 2025 Added 1.36%
$41.2B
$2.15 Million 0.18% of portfolio
28,362
Q2 2025 Added 174.88%
$273B
$2.05 Million 0.18% of portfolio
29,617
Q2 2025 Reduced 2.49%
$337B
$1.96 Million 0.17% of portfolio
14,377
Q2 2025 New
$94.2B
$1.97 Million 0.17% of portfolio
6,389
Q2 2025 Reduced 0.36%
$84.9B
$2 Million 0.17% of portfolio
29,631
Q2 2025 Added 93.57%
$788B
$1.88 Million 0.16% of portfolio
8,588
Q2 2025 Reduced 0.06%
$123B
$1.87 Million 0.16% of portfolio
14,074
Q2 2025 Added 22.19%
$101B
$1.86 Million 0.16% of portfolio
4,187
Q2 2025 Reduced 9.22%
$386B
$1.83 Million 0.16% of portfolio
9,851
Q2 2025 Reduced 1.77%
$177B
$1.78 Million 0.15% of portfolio
3,377
Q2 2025 Added 0.96%
$1.47T
$1.74 Million 0.15% of portfolio
9,830
Q2 2025 Reduced 7.27%
$23.8B
$1.63 Million 0.14% of portfolio
16,859
Q2 2025 Reduced 0.2%
$182B
$1.63 Million 0.14% of portfolio
2,067
Q2 2025 Added 0.24%
$92.3B
$1.63 Million 0.14% of portfolio
6,603
Q2 2025 Reduced 15.19%
$25B
$1.64 Million 0.14% of portfolio
40,720
Q2 2025 Reduced 0.23%
$182B
$1.57 Million 0.14% of portfolio
9,887
Q2 2025 Reduced 2.46%
$290B
$1.46 Million 0.13% of portfolio
20,583
Q2 2025 Reduced 7.48%
$36.3B
$1.55 Million 0.13% of portfolio
11,999
Q2 2025 Reduced 1.24%
$169B
$1.52 Million 0.13% of portfolio
6,872
Q2 2025 Reduced 1.04%
$141B
$1.45 Million 0.12% of portfolio
20,867
Q1 2025 Reduced 7.69%
$150B
$1.39 Million 0.12% of portfolio
4,662
Q2 2025 Added 1.97%
$118B
$1.4 Million 0.12% of portfolio
537
Q2 2025 Added 1.51%
$20.5B
$1.24 Million 0.11% of portfolio
5,571
Q2 2025 Reduced 3.88%
$92B
$1.32 Million 0.11% of portfolio
18,537
Q2 2025 Added 3.87%
$39.7B
$1.3 Million 0.11% of portfolio
9,648
Q2 2025 Reduced 57.1%

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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