United Asset Strategies, Inc. Portfolio Holdings
United Asset Strategies, Inc.
- $1.16 Billion
- Q2 2025
United Asset Strategies, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $57.3M, Microsoft Corp with a value of $52.3M, Amazon Com Inc with a value of $48.5M, Apple Inc. with a value of $46.3M, and Alphabet Inc. with a value of $38.5M.
Examining the 13F form we can see an increase of $92.9M in the current position value, from $1.07B to 1.16B.
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 239
- Current Value $1.16 Billion
- Prior Value $1.07 Billion
- Filing
- Period Q2 2025
- Filing Date August 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 20 stocks
- Additional Purchases 86 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks