UA

United Asset Strategies, Inc.

13F
United Asset Strategies, Inc.
Last update 2024-10-28 237 Stocks (19 new)
Value $1.07 Bil Turnover 7 %
Countries:
Top Holdings: XLK(4.08%)AAPL(4.03%)MSFT(3.97%)AMZN(3.39%)NVDA(3.27%)
Portfolio Report
Summary Stock Picks Current Portfolio
United Asset Strategies, Inc. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XLK 		Technology Select Sector SPDR ETF
193,853
43764.270
+1.48%
4.080
+0.06%
0.060
+9.38%
+19.29%
71364.145
 
AAPL 		Apple Inc
185,643
43254.870
+15.56%
4.030
+0.54%
0.000
+5.29%
+19.97%
3498471.924
Hardware
MSFT 		Microsoft Corp
99,177
42675.930
+6.51%
3.970
+0.24%
0.000
+2.46%
+15.65%
3215616.773
Software
AMZN 		Amazon.com Inc
195,616
36449.210
+11.55%
3.390
+0.35%
0.000
+6.10%
+26.89%
2023545.295
Retail - Cyclical
NVDA 		NVIDIA Corp
289,354
35139.100
-7.40%
3.270
-0.28%
0.000
+34.19%
+181.11%
3414085.400
Semiconductors
USFR 		WisdomTree Floating Rate Treasury Fund
617,465
31009.080
+104.70%
2.890
+1.48%
0.190
-0.06%
+0.04%
16729.918
 
GOOGL 		Alphabet Inc
180,346
29910.340
+2.71%
2.790
+0.07%
0.000
+2.62%
+25.24%
2145817.800
Interactive Media
META 		Meta Platforms Inc
48,028
27493.150
+2.25%
2.560
+0.06%
0.000
+27.83%
+67.63%
1496513.100
Interactive Media
GLD 		SPDR Gold Shares ETF
85,296
20732.020
+2.34%
1.930
+0.04%
0.030
+15.72%
+34.70%
79722.233
 
NOW 		ServiceNow Inc
22,213
19867.440
+7.52%
1.850
+0.13%
0.010
+18.93%
+34.47%
196001.150
Software

United Asset Strategies, Inc.'s Historical Top Holdings Breakdowns

United Asset Strategies, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR 		WisdomTree Floating Rate Treasury Fund2024-09-30Add
+1.48%
●
50.2 ($50.35) 50.48
$50.26
-0.18%
Add 104.7%
617,465
315,821
SNPS 		Synopsys Inc2024-09-30Reduce
-1.15%
●
463.97 ($536.59) 621.3
$536.42
-0.03%
Reduce -80.3%
4,798
-19,557
TER 		Teradyne Inc2024-09-30Reduce
-0.92%
●
114.25 ($134.79) 163
$109.44
-18.81%
Reduce -48.7%
66,208
-62,852
JNJ 		Johnson & Johnson2024-09-30Add
+0.76%
●
145.48 ($159.33) 167.38
$160.61
0.80%
Add 510.59%
60,192
50,334
MDT 		Medtronic PLC2024-09-30Reduce
-0.76%
●
76.84 ($84.12) 91.03
$90.50
7.58%
Reduce -92.16%
8,345
-98,102
XOP 		SPDR Oil & Gas Exploration and Production ETF2024-09-30Reduce
-0.67%
●
126.87 ($138.16) 148.36
$131.70
-4.68%
Reduce -89.87%
5,238
-46,471
AAPL 		Apple Inc2024-09-30Add
+0.54%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Add 15.56%
185,643
25,001
AMZN 		Amazon.com Inc2024-09-30Add
+0.35%
●
161.02 ($182.46) 200
$192.80
5.67%
Add 11.55%
195,616
20,260
ADBE 		Adobe Inc2024-09-30Add
+0.33%
●
508.13 ($548.46) 586.55
$486.91
-11.22%
Add 26.69%
32,158
6,775
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.28%
●
98.91 ($118.12) 134.91
$139.18
17.83%
Reduce -7.4%
289,354
-23,123

United Asset Strategies, Inc. Total Holding History ($B)

To

United Asset Strategies, Inc.'s Asset Allocation

To

United Asset Strategies, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

United Asset Strategies, Inc.'s Hypothetical Growth since 2024-09-30

United Asset Strategies, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

United Asset Strategies, Inc.'s Holdings Heat Map

Size field:

United Asset Strategies, Inc.'s Holdings Bubble Chart

United Asset Strategies, Inc. News

  • 1

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