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
$256B
$1.26 Million 0.11% of portfolio
8,853
Q2 2025 Added 171.65%
$159B
$1.3 Million 0.11% of portfolio
2,399
Q2 2025 Reduced 0.25%
$144B
$1.33 Million 0.11% of portfolio
7,278
Q2 2025 Reduced 22.79%
$51.3B
$1.19 Million 0.1% of portfolio
9,324
Q2 2025 Added 1.7%
$171B
$1.14 Million 0.1% of portfolio
9,222
Q2 2025 Reduced 91.24%
$11.5B
$1.16 Million 0.1% of portfolio
23,599
Q2 2025 Added 1.67%
$243B
$1.21 Million 0.1% of portfolio
3,797
Q2 2025 Reduced 8.17%
$39.2B
$996,000 0.09% of portfolio
1,363
Q2 2025 Added 0.59%
$177B
$1.04 Million 0.09% of portfolio
5,365
Q2 2025 Reduced 43.84%
$65.1B
$1.07 Million 0.09% of portfolio
2,089
Q2 2025 Reduced 4.31%
$1.07B
$1.05 Million 0.09% of portfolio
18,730
Q2 2025 New
$16.4B
$1.01 Million 0.09% of portfolio
10,520
Q2 2025 Reduced 7.82%
$281B
$1.07 Million 0.09% of portfolio
10,984
Q2 2025 Reduced 5.96%
$13.4B
$877,000 0.08% of portfolio
3,792
Q2 2025 New
$39.2B
$974,000 0.08% of portfolio
3,738
Q2 2025 Reduced 2.25%
$18.3B
$916,000 0.08% of portfolio
8,928
Q2 2025 Reduced 9.27%
$17.8B
$933,000 0.08% of portfolio
12,125
Q2 2025 Reduced 55.99%
$69.2B
$874,000 0.08% of portfolio
7,310
Q2 2025 Added 3.12%
$34.6B
$947,000 0.08% of portfolio
9,437
Q2 2025 Reduced 0.23%
$228B
$947,000 0.08% of portfolio
2,440
Q2 2025 Added 15.26%
$20B
$768,000 0.07% of portfolio
10,673
Q2 2025 New
$87.3B
$805,000 0.07% of portfolio
5,289
Q2 2025 Reduced 10.16%
$6.75B
$867,000 0.07% of portfolio
9,626
Q2 2025 Added 1,349.7%
$64.5B
$795,000 0.07% of portfolio
9,887
Q2 2025 Reduced 8.02%
$55.9B
$765,000 0.07% of portfolio
55,781
Q2 2025 New
$79.9B
$871,000 0.07% of portfolio
6,540
Q2 2025 Reduced 8.29%
$21.6B
$777,000 0.07% of portfolio
3,310
Q2 2025 Added 4.12%
$70.8B
$818,000 0.07% of portfolio
3,660
Q2 2025 New
$115B
$807,000 0.07% of portfolio
2,787
Q2 2025 Reduced 8.26%
$22.8B
$836,000 0.07% of portfolio
13,150
Q2 2025 Reduced 6.46%
$53.1B
$684,000 0.06% of portfolio
2,786
Q2 2025 New
$125B
$660,000 0.06% of portfolio
7,573
Q2 2025 Reduced 8.54%
$13.7B
$726,000 0.06% of portfolio
24,026
Q2 2025 Reduced 8.3%
$19.6B
$646,000 0.06% of portfolio
2,722
Q2 2025 Added 3.62%
$227B
$718,000 0.06% of portfolio
2,437
Q2 2025 Added 0.08%
$211B
$638,000 0.05% of portfolio
22,050
Q2 2025 Reduced 2.01%
$69.1B
$580,000 0.05% of portfolio
18,720
Q2 2025 Added 1.39%
$63.9B
$537,000 0.05% of portfolio
12,400
Q2 2024 Reduced 3.88%
$3.05B
$638,000 0.05% of portfolio
1,580
Q2 2025 New
$19.9B
$538,000 0.05% of portfolio
4,443
Q2 2025 Reduced 1.13%
$71.8B
$558,000 0.05% of portfolio
702
Q1 2025 Added 2.18%
$134B
$598,000 0.05% of portfolio
24,676
Q2 2025 Reduced 1.42%
$26B
$528,000 0.05% of portfolio
4,643
Q2 2025 New
$9.21B
$583,000 0.05% of portfolio
8,905
Q2 2025 Reduced 6.94%
$98.4B
$599,000 0.05% of portfolio
8,698
Q2 2025 Reduced 2.61%
$12.8B
$611,000 0.05% of portfolio
2,852
Q2 2025 Reduced 6.06%
$16.7B
$585,000 0.05% of portfolio
10,453
Q4 2023 New
$53.3B
$504,000 0.04% of portfolio
2,929
Q2 2025 Reduced 82.29%
$41.3B
$479,000 0.04% of portfolio
4,668
Q2 2025 Reduced 7.23%

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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