UA
| |
United Asset Strategies, Inc.13F | |
| United Asset Strategies, Inc. | |
| Last update 2025-05-14 | 234 Stocks (18 new) |
| Value $1.08 Bil | Turnover 9 % |
United Asset Strategies, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 182,116 | 40,453.5 | +4.52% | 3.760 | +0.16% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
XLK | Technology Select Sector SPDR ETF | 193,858 | 40,027.8 | +0.71% | 3.720 | +0.03% | 0.060 | +29.20% | +10.41% | 80,440.0 | ||
NVDA | NVIDIA Corp | 362,329 | 39,269.2 | +22.84% | 3.650 | +0.68% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
MSFT | Microsoft Corp | 104,534 | 39,240.9 | +3.47% | 3.640 | +0.12% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 200,702 | 38,185.6 | +1.25% | 3.550 | +0.04% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 197,937 | 30,609.0 | +8.25% | 2.840 | +0.22% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
META | Meta Platforms Inc | 48,561 | 27,988.4 | +1.10% | 2.600 | +0.03% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
MA | Mastercard Inc | 39,298 | 21,540.1 | +2.79% | 2.000 | +0.05% | 0.000 | +8.08% | +4.95% | 499,608.6 | Credit Services | |
NOW | ServiceNow Inc | 23,031 | 18,335.7 | +3.17% | 1.700 | +0.05% | 0.010 | +19.49% | -11.45% | 194,470.1 | Software | |
TMO | Thermo Fisher Scientific Inc | 36,339 | 18,082.0 | +33.26% | 1.680 | +0.42% | 0.010 | -0.65% | -16.25% | 164,157.0 | Medical Diagnostics & Research |
United Asset Strategies, Inc.'s Historical Top Holdings Breakdowns
United Asset Strategies, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ETN | Eaton Corp PLC | 2025-03-31 | New Buy New Buy | +0.92% | 271.83 ($311.37) 371.23 | $360.62 | 15.82% | New holding | 36,588 | 36,588 | |
CEG | Constellation Energy Corp | 2025-03-31 | Add Add | +0.91% | 201.63 ($268.03) 347.44 | $321.54 | 19.96% | Add 2981.5% | 49,982 | 48,360 | |
ETR | Entergy Corp | 2025-03-31 | Reduce Reduce | -0.90% | 75.26 ($82.35) 87.89 | $81.75 | -0.73% | Reduce -44.17% | 163,085 | -129,044 | |
C | Citigroup Inc | 2025-03-31 | New Buy New Buy | +0.86% | 67.23 ($76.25) 84.63 | $86.73 | 13.74% | New holding | 130,672 | 130,672 | |
MU | Micron Technology Inc | 2025-03-31 | Add Add | +0.79% | 86.89 ($96.05) 109.38 | $124.53 | 29.65% | Add 1252.89% | 105,268 | 97,487 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | Reduce Reduce | -0.76% | 137.61 ($145.27) 149.68 | $135.19 | -6.94% | Reduce -75.25% | 19,858 | -60,369 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.68% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Add 22.84% | 362,329 | 67,367 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.61% | 243.19 ($264.45) 288.14 | $309.14 | 16.90% | Reduce -31.61% | 58,962 | -27,256 | |
RPV | Invesco S&P 500 Pure Value ETF | 2025-03-31 | Sold Out Sold Out | -0.49% | 89.33 ($92.02) 95.17 | $94.61 | 2.81% | Sold Out | 0 | -58,785 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Add Add | +0.42% | 497.6 ($541.6) 606.74 | $434.86 | -19.71% | Add 33.26% | 36,339 | 9,070 |
United Asset Strategies, Inc. Total Holding History ($B)
United Asset Strategies, Inc.'s Asset Allocation
United Asset Strategies, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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United Asset Strategies, Inc.'s Hypothetical Growth since 2025-03-31
United Asset Strategies, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
United Asset Strategies, Inc.'s Holdings Heat Map
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United Asset Strategies, Inc.'s Holdings Bubble Chart
United Asset Strategies, Inc. News
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