United Asset Strategies, Inc. Portfolio Holdings
United Asset Strategies, Inc.
- $1.07 Billion
- Q1 2025
United Asset Strategies, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.5M, Technology Sector Spdr with a value of $40M, Nvidia Corp with a value of $39.3M, Microsoft Corp with a value of $39.2M, and Amazon Com Inc with a value of $38.2M.
Examining the 13F form we can see an decrease of $11.9M in the current position value, from $1.08B 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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 234
- Current Value $1.07 Billion
- Prior Value $1.08 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 93 stocks