United Asset Strategies, Inc. Portfolio Holdings

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q1 2025

United Asset Strategies, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.5M, Technology Sector Spdr with a value of $40M, Nvidia Corp with a value of $39.3M, Microsoft Corp with a value of $39.2M, and Amazon Com Inc with a value of $38.2M.

Examining the 13F form we can see an decrease of $11.9M in the current position value, from $1.08B to 1.07B.

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 $1.07 Billion
Technology: $226 Million
ETFs: $195 Million
Financial Services: $120 Million
Healthcare: $107 Million
Communication Services: $86.6 Million
Consumer Cyclical: $77.8 Million
Industrials: $76.9 Million
Consumer Defensive: $54.5 Million
Other: $128 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.7B
$1.31 Million 0.12% of portfolio
23,211
Q1 2025 Added 6.41%
$96.2B
$1.13 Million 0.11% of portfolio
17,846
Q1 2025 Added 23.09%
$192B
$1.19 Million 0.11% of portfolio
2,405
Q1 2025 Reduced 0.12%
$22.3B
$1.19 Million 0.11% of portfolio
5,796
Q1 2025 Added 13.65%
$45.7B
$1.17 Million 0.11% of portfolio
9,168
Q1 2025 Added 67.7%
$640B
$1.2 Million 0.11% of portfolio
8,593
Q1 2025 Reduced 56.49%
$12.1B
$1.17 Million 0.11% of portfolio
11,412
Q1 2025 Added 1.63%
$35.6B
$1.05 Million 0.1% of portfolio
9,459
Q1 2025 Added 46.54%
$94.6B
$1.04 Million 0.1% of portfolio
15,308
Q1 2025 Added 3.08%
$245B
$1.11 Million 0.1% of portfolio
4,135
Q1 2025 Reduced 3.88%
$47.9B
$1.12 Million 0.1% of portfolio
10,721
Q1 2025 Added 104.95%
$227B
$1.06 Million 0.1% of portfolio
230
Q1 2025 Added 5.02%
$267B
$1.03 Million 0.1% of portfolio
11,680
Q1 2025 Reduced 43.07%
$127B
$1.03 Million 0.1% of portfolio
529
Q1 2025 Added 5.8%
$83.9B
$936,000 0.09% of portfolio
2,183
Q1 2025 Added 7.06%
$5.74B
$951,000 0.09% of portfolio
664
Q1 2025 Added 9.75%
$49.7B
$942,000 0.09% of portfolio
12,626
Q1 2025 Added 0.77%
$118B
$917,000 0.09% of portfolio
3,038
Q1 2025 Reduced 1.33%
$64.3B
$863,000 0.08% of portfolio
10,749
Q1 2025 Reduced 1.68%
$22.4B
$873,000 0.08% of portfolio
14,058
Q1 2025 New
$16.6B
$810,000 0.08% of portfolio
26,201
Q1 2025 New
$17.6B
$860,000 0.08% of portfolio
9,840
Q1 2025 Reduced 1.24%
$80.9B
$855,000 0.08% of portfolio
3,140
Q1 2025 Added 1.19%
$35.4B
$892,000 0.08% of portfolio
3,824
Q1 2025 Reduced 1.16%
$84.5B
$864,000 0.08% of portfolio
5,887
Q1 2025 Reduced 4.23%
$72.2B
$909,000 0.08% of portfolio
7,089
Q1 2025 Added 6.97%
$316B
$771,000 0.07% of portfolio
1,165
Q1 2025 Added 25.67%
$210B
$698,000 0.07% of portfolio
2,117
Q1 2025 Added 0.05%
$82.6B
$781,000 0.07% of portfolio
7,131
Q1 2025 Reduced 0.35%
$30.3B
$770,000 0.07% of portfolio
13,462
Q1 2025 New
$39.1B
$774,000 0.07% of portfolio
10,318
Q1 2025 New
$25.2B
$699,000 0.07% of portfolio
3,179
Q1 2025 Added 11.86%
$30.3B
$743,000 0.07% of portfolio
2,627
Q1 2025 Reduced 54.23%
$35.6B
$785,000 0.07% of portfolio
1,355
Q1 2025 New
$117B
$744,000 0.07% of portfolio
8,280
Q1 2025 Added 0.8%
$12.7B
$612,000 0.06% of portfolio
3,036
Q1 2025 Added 3.62%
$68.6B
$630,000 0.06% of portfolio
18,464
Q1 2025 Added 1.31%
$88.5B
$605,000 0.06% of portfolio
8,931
Q1 2025 Added 9.87%
$202B
$636,000 0.06% of portfolio
22,503
Q1 2025 Added 105.11%
$262B
$605,000 0.06% of portfolio
2,435
Q1 2025 Reduced 2.05%
$16B
$680,000 0.06% of portfolio
10,453
Q4 2023 New
$17B
$623,000 0.06% of portfolio
14,091
Q1 2025 New
$8.62B
$625,000 0.06% of portfolio
9,569
Q1 2025 Added 4.03%
$142B
$634,000 0.06% of portfolio
25,031
Q1 2025 Reduced 20.13%
$18B
$535,000 0.05% of portfolio
4,494
Q1 2025 Added 4.41%
$71.7B
$572,000 0.05% of portfolio
702
Q1 2025 Added 2.18%
$33.2B
$547,000 0.05% of portfolio
1,621
Q1 2025 Reduced 15.62%
$47.3B
$506,000 0.05% of portfolio
9,036
Q1 2025 Reduced 46.25%
$158B
$519,000 0.05% of portfolio
14,075
Q1 2025 Added 2.24%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $1.07 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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