United Asset Strategies, Inc. Portfolio Holdings
United Asset Strategies, Inc.
- $1.07 Billion
- Q3 2024
United Asset Strategies, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 237 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $43.8M, Apple Inc. with a value of $43.2M, Microsoft Corp with a value of $42.7M, Amazon Com Inc with a value of $36.4M, and Nvidia Corp with a value of $35.1M.
Examining the 13F form we can see an increase of $58.5M in the current position value, from $1.01B 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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 237
- Current Value $1.07 Billion
- Prior Value $1.01 Billion
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 20 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 80 stocks