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.

Portfolio value $1.16 Billion
Technology: $289 Million
ETFs: $188 Million
Financial Services: $129 Million
Healthcare: $103 Million
Communication Services: $96.8 Million
Industrials: $90.5 Million
Consumer Cyclical: $88.4 Million
Consumer Defensive: $53.6 Million
Other: $127 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.32 Million 0.63% of portfolio
96,279
Q2 2025 Reduced 1.62%
$0
$6.11 Million 0.52% of portfolio
38,721
Q2 2025 Added 43.29%
$64.2B
$6.1 Million 0.52% of portfolio
21,624
Q2 2025 Added 18.98%
$314B
$5.92 Million 0.51% of portfolio
24,845
Q2 2025 Reduced 35.29%
$442B
$5.79 Million 0.5% of portfolio
53,670
Q2 2025 Reduced 12.41%
$205M
$5.58 Million 0.48% of portfolio
85,818
Q2 2025 Reduced 0.18%
$15.2B
$4.96 Million 0.43% of portfolio
41,349
Q2 2025 Added 20.35%
$551B
$4.9 Million 0.42% of portfolio
13,787
Q2 2025 Added 7.85%
$0
$4.94 Million 0.42% of portfolio
77,753
Q2 2025 Reduced 1.77%
$16.3B
$4.71 Million 0.4% of portfolio
77,972
Q2 2025 Reduced 0.52%
$27.4B
$4.42 Million 0.38% of portfolio
70,030
Q2 2025 Reduced 1.06%
$70.4B
$4.39 Million 0.38% of portfolio
69,824
Q2 2025 Reduced 4.23%
$1.08T
$4.25 Million 0.36% of portfolio
13,368
Q2 2025 Reduced 2.5%
$150B
$4.18 Million 0.36% of portfolio
21,149
Q2 2025 New
$29.8B
$4.07 Million 0.35% of portfolio
10,849
Q2 2025 Reduced 1.61%
$153B
$3.61 Million 0.31% of portfolio
7,097
Q2 2025 Added 33.48%
$11.6B
$3.46 Million 0.3% of portfolio
19,226
Q2 2025 Added 47.73%
$608B
$3.33 Million 0.29% of portfolio
4,275
Q2 2025 Added 2.35%
$368B
$3.42 Million 0.29% of portfolio
21,495
Q2 2025 Reduced 6.71%
$61.9B
$3.29 Million 0.28% of portfolio
31,108
Q2 2025 Added 1.11%
$150B
$3.08 Million 0.26% of portfolio
27,817
Q2 2025 Reduced 7.02%
$302B
$3.08 Million 0.26% of portfolio
38,412
Q2 2025 Reduced 0.88%
$229B
$2.96 Million 0.25% of portfolio
20,252
Q2 2025 Reduced 0.67%
$545B
$2.93 Million 0.25% of portfolio
2,191
Q2 2025 Reduced 16.98%
$0
$2.89 Million 0.25% of portfolio
53,062
Q2 2025 Reduced 10.11%
$202B
$2.83 Million 0.24% of portfolio
21,463
Q2 2025 Added 2.63%
$0
$2.84 Million 0.24% of portfolio
28,881
Q2 2025 Added 2.76%
$73.5B
$2.77 Million 0.24% of portfolio
26,228
Q2 2025 Reduced 4.1%
$63.8B
$2.74 Million 0.24% of portfolio
27,133
Q2 2025 Added 12.24%
$182B
$2.66 Million 0.23% of portfolio
61,491
Q2 2025 Added 1.04%
$439B
$2.69 Million 0.23% of portfolio
2,714
Q2 2025 Added 35.9%
$0
$2.62 Million 0.23% of portfolio
19,456
Q2 2025 Reduced 2.02%
$146B
$2.51 Million 0.22% of portfolio
10,796
Q2 2025 Reduced 45.79%
$42.1B
$2.4 Million 0.21% of portfolio
9,317
Q2 2025 New
$621B
$2.46 Million 0.21% of portfolio
5,074
Q2 2025 Reduced 1.17%
$222B
$2.39 Million 0.21% of portfolio
8,170
Q2 2025 Added 0.23%
$80B
$2.48 Million 0.21% of portfolio
10,033
Q2 2025 Reduced 1.0%
$0
$2.31 Million 0.2% of portfolio
27,826
Q2 2025 Added 42.64%
$48.7B
$2.38 Million 0.2% of portfolio
16,351
Q2 2025 Reduced 1.84%
$0
$2.1 Million 0.18% of portfolio
3,801
Q2 2025 Reduced 2.21%
$0
$2.13 Million 0.18% of portfolio
21,514
Q2 2025 Reduced 19.83%
$0
$2.11 Million 0.18% of portfolio
9,705
Q2 2025 Added 4.84%
$87.2B
$2.08 Million 0.18% of portfolio
10,716
Q2 2025 Added 1.36%
$0
$2.12 Million 0.18% of portfolio
19,558
Q2 2025 Reduced 5.14%
$40.9B
$2.15 Million 0.18% of portfolio
28,362
Q2 2025 Added 174.88%
$293B
$2.05 Million 0.18% of portfolio
29,617
Q2 2025 Reduced 2.49%
$367B
$1.96 Million 0.17% of portfolio
14,377
Q2 2025 New
$97B
$1.97 Million 0.17% of portfolio
6,389
Q2 2025 Reduced 0.36%
$84.1B
$2 Million 0.17% of portfolio
29,631
Q2 2025 Added 93.57%

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
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