United Asset Strategies, Inc. has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $43.2M, Microsoft Corp with a value of $41.6M, Nvidia Corp with a value of $38.6M, Amazon Com Inc with a value of $33.9M, and Apple Inc. with a value of $33.8M.

Examining the 13F form we can see an increase of $16.5M in the current position value, from $993M to 1.01B.

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 $1.01 Billion
Technology: $235 Million
ETFs: $218 Million
Healthcare: $107 Million
Financial Services: $98.4 Million
Communication Services: $76.9 Million
Consumer Cyclical: $68.2 Million
Industrials: $65.5 Million
Consumer Defensive: $46.2 Million
Other: $93.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $1.01 Billion
  • Prior Value $993 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 15 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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