United Asset Strategies, Inc. Portfolio Holdings
United Asset Strategies, Inc.
- $993 Million
- Q1 2024
United Asset Strategies, Inc. has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $993 Million distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $41.9M, Microsoft Corp with a value of $37.1M, Wisdomtree Floating Rate Treas with a value of $33.3M, Amazon Com Inc with a value of $29.3M, and Nvidia Corp with a value of $26.4M.
Examining the 13F form we can see an increase of $110M in the current position value, from $883M to 993M.
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 234
- Current Value $993 Million
- Prior Value $883 Million
- Filing
- Period Q1 2024
- Filing Date April 23, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 17 stocks
- Additional Purchases 126 stocks
- Sold out of 0 stocks
- Reduced holdings in 78 stocks