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
$1.87 Million 0.16% of portfolio
3,026
Q2 2025 Reduced 9.89%
$684B
$1.88 Million 0.16% of portfolio
8,588
Q2 2025 Reduced 0.06%
$127B
$1.87 Million 0.16% of portfolio
14,074
Q2 2025 Added 22.19%
$99.5B
$1.86 Million 0.16% of portfolio
4,187
Q2 2025 Reduced 9.22%
$351B
$1.83 Million 0.16% of portfolio
9,851
Q2 2025 Reduced 1.77%
$182B
$1.78 Million 0.15% of portfolio
3,377
Q2 2025 Added 0.96%
$1.24T
$1.74 Million 0.15% of portfolio
9,830
Q2 2025 Reduced 7.27%
$24.3B
$1.63 Million 0.14% of portfolio
16,859
Q2 2025 Reduced 0.2%
$201B
$1.63 Million 0.14% of portfolio
2,067
Q2 2025 Added 0.24%
$94.6B
$1.63 Million 0.14% of portfolio
6,603
Q2 2025 Reduced 15.19%
$24.9B
$1.64 Million 0.14% of portfolio
40,720
Q2 2025 Reduced 0.23%
$173B
$1.57 Million 0.14% of portfolio
9,887
Q2 2025 Reduced 2.46%
$0
$1.49 Million 0.13% of portfolio
10,101
Q2 2025 Reduced 41.14%
$306B
$1.46 Million 0.13% of portfolio
20,583
Q2 2025 Reduced 7.48%
$36.3B
$1.55 Million 0.13% of portfolio
11,999
Q2 2025 Reduced 1.24%
$0
$1.57 Million 0.13% of portfolio
17,885
Q2 2025 Reduced 15.82%
$0
$1.54 Million 0.13% of portfolio
16,103
Q2 2025 Added 14.25%
$141B
$1.45 Million 0.12% of portfolio
20,867
Q1 2025 Reduced 7.69%
$150B
$1.39 Million 0.12% of portfolio
4,662
Q2 2025 Added 1.97%
$118B
$1.4 Million 0.12% of portfolio
537
Q2 2025 Added 1.51%
$22.7B
$1.24 Million 0.11% of portfolio
5,571
Q2 2025 Reduced 3.88%
$94.4B
$1.32 Million 0.11% of portfolio
18,537
Q2 2025 Added 3.87%
$37.5B
$1.3 Million 0.11% of portfolio
9,648
Q2 2025 Reduced 57.1%
$282B
$1.26 Million 0.11% of portfolio
8,853
Q2 2025 Added 171.65%
$169B
$1.3 Million 0.11% of portfolio
2,399
Q2 2025 Reduced 0.25%
$53.5B
$1.34 Million 0.11% of portfolio
21,445
Q2 2025 Reduced 28.73%
$162B
$1.33 Million 0.11% of portfolio
7,278
Q2 2025 Reduced 22.79%
$51.4B
$1.19 Million 0.1% of portfolio
9,324
Q2 2025 Added 1.7%
$139B
$1.14 Million 0.1% of portfolio
9,222
Q2 2025 Reduced 91.24%
$0
$1.13 Million 0.1% of portfolio
28,003
Q2 2025 Added 131.47%
$0
$1.16 Million 0.1% of portfolio
13,630
Q2 2025 Reduced 40.04%
$11.2B
$1.16 Million 0.1% of portfolio
23,599
Q2 2025 Added 1.67%
$227B
$1.21 Million 0.1% of portfolio
3,797
Q2 2025 Reduced 8.17%
$0
$1 Million 0.09% of portfolio
11,350
Q2 2025 Added 10.31%
$39.5B
$996,000 0.09% of portfolio
1,363
Q2 2025 Added 0.59%
$177B
$1.04 Million 0.09% of portfolio
5,365
Q2 2025 Reduced 43.84%
$0
$1.06 Million 0.09% of portfolio
16,220
Q2 2025 Reduced 6.63%
$95.7B
$1.07 Million 0.09% of portfolio
2,089
Q2 2025 Reduced 4.31%
$1.19B
$1.05 Million 0.09% of portfolio
18,730
Q2 2025 New
$14.7B
$1.01 Million 0.09% of portfolio
10,520
Q2 2025 Reduced 7.82%
$281B
$1.07 Million 0.09% of portfolio
10,984
Q2 2025 Reduced 5.96%
$12.9B
$877,000 0.08% of portfolio
3,792
Q2 2025 New
$38.8B
$974,000 0.08% of portfolio
3,738
Q2 2025 Reduced 2.25%
$17.5B
$916,000 0.08% of portfolio
8,928
Q2 2025 Reduced 9.27%
$86.2B
$892,000 0.08% of portfolio
3,060
Q2 2025 Reduced 2.55%
$17.7B
$933,000 0.08% of portfolio
12,125
Q2 2025 Reduced 55.99%
$69.2B
$874,000 0.08% of portfolio
7,310
Q2 2025 Added 3.12%
$36.8B
$947,000 0.08% of portfolio
9,437
Q2 2025 Reduced 0.23%
$218B
$947,000 0.08% of portfolio
2,440
Q2 2025 Added 15.26%

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
Track This Portfolio

Track United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email