United Asset Strategies, Inc. Portfolio Holdings
United Asset Strategies, Inc.
- $1.01 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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