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
$434B
$1.89 Million 0.18% of portfolio
1,997
Q1 2025 Reduced 11.64%
$0
$1.83 Million 0.17% of portfolio
9,257
Q1 2025 Reduced 8.21%
$17.2B
$1.8 Million 0.17% of portfolio
27,550
Q1 2025 Reduced 12.65%
$53.8B
$1.77 Million 0.17% of portfolio
30,088
Q1 2025 Reduced 16.59%
$0
$1.82 Million 0.17% of portfolio
3,887
Q1 2025 Reduced 0.26%
$0
$1.83 Million 0.17% of portfolio
21,246
Q1 2025 Reduced 22.9%
$272B
$1.87 Million 0.17% of portfolio
30,373
Q1 2025 Reduced 39.32%
$177B
$1.86 Million 0.17% of portfolio
9,553
Q1 2025 Added 7.31%
$101B
$1.76 Million 0.16% of portfolio
10,508
Q1 2025 Reduced 34.81%
$164B
$1.7 Million 0.16% of portfolio
3,345
Q1 2025 Added 4.47%
$298B
$1.59 Million 0.15% of portfolio
22,248
Q1 2025 Reduced 45.56%
$81B
$1.63 Million 0.15% of portfolio
6,412
Q1 2025 Added 2.87%
$22.8B
$1.65 Million 0.15% of portfolio
40,813
Q1 2025 Reduced 12.18%
$0
$1.61 Million 0.15% of portfolio
19,508
Q1 2025 Added 125.6%
$1.02T
$1.66 Million 0.15% of portfolio
10,601
Q1 2025 Reduced 1.81%
$132B
$1.62 Million 0.15% of portfolio
6,944
Q1 2025 Added 4.25%
$21B
$1.55 Million 0.14% of portfolio
16,893
Q1 2025 Added 37.06%
$141B
$1.48 Million 0.14% of portfolio
20,867
Q1 2025 Reduced 7.69%
$31.9B
$1.46 Million 0.14% of portfolio
12,150
Q1 2025 Added 26.62%
$180B
$1.43 Million 0.13% of portfolio
4,572
Q1 2025 Added 7.7%
$78.9B
$1.42 Million 0.13% of portfolio
7,786
Q1 2025 Added 3.94%
$0
$1.34 Million 0.13% of portfolio
14,094
Q1 2025 Reduced 9.38%
$146B
$1.37 Million 0.13% of portfolio
9,426
Q1 2025 Added 7.46%
$77.1B
$1.24 Million 0.12% of portfolio
10,572
Q1 2025 Reduced 5.13%
$215B
$1.27 Million 0.12% of portfolio
2,062
Q1 2025 Added 8.18%
$105B
$1.33 Million 0.12% of portfolio
11,518
Q1 2025 Reduced 29.63%
$11.4B
$1.31 Million 0.12% of portfolio
23,211
Q1 2025 Added 6.41%
$75.3B
$1.13 Million 0.11% of portfolio
17,846
Q1 2025 Added 23.09%
$180B
$1.19 Million 0.11% of portfolio
2,405
Q1 2025 Reduced 0.12%
$22.2B
$1.19 Million 0.11% of portfolio
5,796
Q1 2025 Added 13.65%
$0
$1.18 Million 0.11% of portfolio
35,554
Q1 2025 Reduced 0.41%
$0
$1.14 Million 0.11% of portfolio
17,371
Q1 2025 Added 0.89%
$44.3B
$1.17 Million 0.11% of portfolio
9,168
Q1 2025 Added 67.7%
$553B
$1.2 Million 0.11% of portfolio
8,593
Q1 2025 Reduced 56.49%
$11.5B
$1.17 Million 0.11% of portfolio
11,412
Q1 2025 Added 1.63%
$35.8B
$1.05 Million 0.1% of portfolio
9,459
Q1 2025 Added 46.54%
$93.6B
$1.04 Million 0.1% of portfolio
15,308
Q1 2025 Added 3.08%
$223B
$1.11 Million 0.1% of portfolio
4,135
Q1 2025 Reduced 3.88%
$44B
$1.12 Million 0.1% of portfolio
10,721
Q1 2025 Added 104.95%
$211B
$1.06 Million 0.1% of portfolio
230
Q1 2025 Added 5.02%
$261B
$1.03 Million 0.1% of portfolio
11,680
Q1 2025 Reduced 43.07%
$121B
$1.03 Million 0.1% of portfolio
529
Q1 2025 Added 5.8%
$71.9B
$936,000 0.09% of portfolio
2,183
Q1 2025 Added 7.06%
$5.63B
$951,000 0.09% of portfolio
664
Q1 2025 Added 9.75%
$50.8B
$921,000 0.09% of portfolio
22,051
Q1 2025 Added 18.5%
$48.7B
$942,000 0.09% of portfolio
12,626
Q1 2025 Added 0.77%
$0
$936,000 0.09% of portfolio
10,289
Q1 2025 Added 63.71%
$118B
$917,000 0.09% of portfolio
3,038
Q1 2025 Reduced 1.33%
$63.2B
$863,000 0.08% of portfolio
10,749
Q1 2025 Reduced 1.68%

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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