United Asset Strategies, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 237 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $43.8M, Apple Inc. with a value of $43.2M, Microsoft Corp with a value of $42.7M, Amazon Com Inc with a value of $36.4M, and Nvidia Corp with a value of $35.1M.
Examining the 13F form we can see an increase of $58.5M in the current position value, from $1.01B 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
ETFs: $236 Million
Technology: $229 Million
Financial Services: $105 Million
Healthcare: $104 Million
Communication Services: $81.3 Million
Consumer Cyclical: $76 Million
Industrials: $75 Million
Consumer Defensive: $51.2 Million
Other: $110 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
