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 Market Cap. of $10 Billions to $200 Billions
