United Asset Strategies, Inc. Portfolio Holdings
United Asset Strategies, Inc.
- $1.24 Billion
- Q3 2025
United Asset Strategies, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $73.3M, Apple Inc. with a value of $58.2M, Microsoft Corp with a value of $53.3M, Alphabet Inc. with a value of $51.2M, and Amazon Com Inc with a value of $48.6M.
Examining the 13F form we can see an increase of $73.2M in the current position value, from $1.16B to 1.24B.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 250
- Current Value $1.24 Billion
- Prior Value $1.16 Billion
- Filing
- Period Q3 2025
- Filing Date October 23, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 13 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks