United Asset Strategies, Inc. Portfolio Holdings

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q1 2025

United Asset Strategies, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.5M, Technology Sector Spdr with a value of $40M, Nvidia Corp with a value of $39.3M, Microsoft Corp with a value of $39.2M, and Amazon Com Inc with a value of $38.2M.

Examining the 13F form we can see an decrease of $11.9M in the current position value, from $1.08B 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.

Portfolio value $1.07 Billion
Technology: $226 Million
ETFs: $195 Million
Financial Services: $120 Million
Healthcare: $107 Million
Communication Services: $86.6 Million
Consumer Cyclical: $77.8 Million
Industrials: $76.9 Million
Consumer Defensive: $54.5 Million
Other: $128 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.3B
$7.15 Million 0.67% of portfolio
123,226
Q1 2025 Added 9.04%
$58.7B
$6.39 Million 0.6% of portfolio
27,606
Q1 2025 Added 4.03%
$13.5B
$6.35 Million 0.59% of portfolio
76,878
Q1 2025 Added 9.59%
$214B
$6.21 Million 0.58% of portfolio
62,959
Q1 2025 Added 3.56%
$225M
$5.55 Million 0.52% of portfolio
85,973
Q1 2025 Reduced 1.1%
$60B
$5.36 Million 0.5% of portfolio
18,174
Q1 2025 Added 1.94%
$14.9B
$5.06 Million 0.47% of portfolio
34,356
Q1 2025 Added 4.14%
$15.2B
$5.04 Million 0.47% of portfolio
78,376
Q1 2025 Added 31.17%
$25B
$4.87 Million 0.45% of portfolio
70,778
Q1 2025 Added 1.56%
$0
$4.67 Million 0.44% of portfolio
79,151
Q1 2025 Added 106.27%
$554B
$4.48 Million 0.42% of portfolio
12,784
Q1 2025 Reduced 16.28%
$73.7B
$4.36 Million 0.41% of portfolio
72,907
Q1 2025 Reduced 3.44%
$149B
$4.22 Million 0.39% of portfolio
19,916
Q1 2025 Added 3.59%
$0
$4.08 Million 0.38% of portfolio
27,022
Q1 2025 Added 3.06%
$377B
$3.93 Million 0.37% of portfolio
23,040
Q1 2025 Added 30.18%
$48B
$3.79 Million 0.35% of portfolio
16,535
Q1 2025 Added 452.83%
$1.02T
$3.55 Million 0.33% of portfolio
13,711
Q1 2025 Added 19.7%
$725B
$3.45 Million 0.32% of portfolio
4,177
Q1 2025 Reduced 2.95%
$136B
$3.35 Million 0.31% of portfolio
29,916
Q1 2025 Reduced 2.84%
$178B
$3.14 Million 0.29% of portfolio
20,912
Q1 2025 Added 68.71%
$0
$3.02 Million 0.28% of portfolio
59,031
Q1 2025 Reduced 0.46%
$81B
$3 Million 0.28% of portfolio
46,011
Q1 2025 Added 7.49%
$78.7B
$2.96 Million 0.28% of portfolio
30,765
Q1 2025 Reduced 16.88%
$0
$2.9 Million 0.27% of portfolio
19,858
Q1 2025 Reduced 75.25%
$175B
$2.76 Million 0.26% of portfolio
60,856
Q1 2025 Added 4.34%
$286B
$2.78 Million 0.26% of portfolio
38,753
Q1 2025 Reduced 2.26%
$631B
$2.73 Million 0.26% of portfolio
5,134
Q1 2025 Reduced 1.65%
$72.4B
$2.66 Million 0.25% of portfolio
24,174
Q1 2025 Added 8.53%
$0
$2.65 Million 0.25% of portfolio
26,835
Q1 2025 Reduced 1.72%
$216B
$2.7 Million 0.25% of portfolio
20,389
Q1 2025 Reduced 52.89%
$0
$2.57 Million 0.24% of portfolio
28,105
Q1 2025 Added 8.74%
$53.7B
$2.57 Million 0.24% of portfolio
16,658
Q1 2025 Reduced 5.75%
$211B
$2.55 Million 0.24% of portfolio
8,151
Q1 2025 Reduced 8.7%
$157B
$2.5 Million 0.23% of portfolio
5,317
Q1 2025 New
$73.9B
$2.51 Million 0.23% of portfolio
10,134
Q1 2025 Added 5.3%
$548B
$2.46 Million 0.23% of portfolio
2,639
Q1 2025 Added 4.85%
$13B
$2.38 Million 0.22% of portfolio
13,014
Q1 2025 New
$0
$2.25 Million 0.21% of portfolio
17,161
Q1 2025 Reduced 7.39%
$113B
$2.24 Million 0.21% of portfolio
4,612
Q1 2025 Added 16.73%
$37.1B
$2.23 Million 0.21% of portfolio
22,490
Q1 2025 Added 10.64%
$70.4B
$2.19 Million 0.2% of portfolio
27,349
Q1 2025 Reduced 1.06%
$328B
$2.1 Million 0.2% of portfolio
10,028
Q1 2025 Reduced 27.54%
$39.7B
$2.12 Million 0.2% of portfolio
10,216
Q1 2025 Reduced 1.43%
$0
$2.12 Million 0.2% of portfolio
22,732
Q1 2025 Reduced 23.73%
$0
$2.11 Million 0.2% of portfolio
16,714
Q1 2025 Added 2.21%
$0
$1.99 Million 0.19% of portfolio
20,617
Q1 2025 Reduced 11.36%
$261B
$1.93 Million 0.18% of portfolio
7,188
Q1 2025 Reduced 2.22%
$0
$1.89 Million 0.18% of portfolio
70,775
Q1 2025 Added 1.16%
$0
$1.88 Million 0.18% of portfolio
3,358
Q1 2025 Reduced 20.24%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $1.07 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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