United-Asset-Strategies
AI_NATIVE detailed information: This accession holds the following tickers:[ "MPWR", "TROW", "ATR", "MU", "ACN", "MMM", "ABBV", "ADBE", "APD", "GOOGL", "AXP", "AIG", "ASML", "T", null, null, "CAT", "AVGO", "LOW", null, null, "CCI", "COF", null, "DUK", "D", null, "EOG", "PNR", "FCX", "ARKB", "GD", "GILD", "HON", "HD", "MCD", "INTU", null, "FE", "UNP", "QCOM", "ISRG", "ITW", "AMAT", "EMR", "BKNG", "META", "IVW", "SLE", null, null, null, "KMI", "OZ", "IWS", "LIN", null, null, null, "MRVL", "MA", "MDT", "MSFT", "MDLZ", "TMUS", "EQIX", "FIS", "GPC", "HIG", "HRL", null, "ORLY", "KKR", "ORCL", "DASH", "PAYX", null, "PANW", "PYPL", "PEP", "IVV", null, "IYR", "AAPL", "SPY", null, "ECL", "NVDA", null, "PFE", "LMT", "PG", "MRK", "VZ", null, "PSTG", null, "LPLA", "AMGN", "SPGI", null, null, "NOW", "SLB", "O", "ROST", "RTX", "SPDW", "GLD", null, null, null, null, null, "BP", null, "SPLG", "IBM", "SBUX", "SNPS", "CI", "TXN", "TGT", "TMO", "TJX", "TDG", "UPS", "MET", "VV", "SCHW", "MNST", "SBAC", "NJR", null, null, null, "APLE", "XLB", "IWN", "IEF", null, "TSM", null, null, "HUMA", null, "ETR", "VTR", "VRTX", "EW", "AMCR", "USFD", "AMD", "WM", "FTNT", "AEP", "ES", "AOS", "AMZN", "SCHB", "TTWO", "IVE", "ESGD", null, "VOO", "V", "VST", "WMT", "WFC", "WTW", "WMB", "LNT", "FNF", "DVY", "JKHY", "NDSN", "JCI", null, "TER", "CRM", "SYY", "MELI", "MCK", null, null, "SYF", "NUE", "LULU", "BAC", "BRK-B", "BDX", null, "BF-B", "CHRW", "CDNS", "CVX", "LNG", "CB", "CTAS", "CSCO", "C", "CLX", "KO", "CMCSA", "CTSH", "CL", "COP", "CEG", "CPRT", "ED", "COST", "CVS", "DDOG", "DE", "EFA", "J", "VMC", "IWB", "NEE", "NKE", "QQQ", "EPD", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 234
- Total Value
- 1077054761
- Accession Number
- 0000950123-25-005096
- Form Type
- 13F-HR
- Manager Name
- United-Asset-Strategies
Data Enrichment
83% identified194 identified40 unidentified
Holdings
234 positions
Manager:
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Page 5 of 12
464287226
Shares:26.8K
Value:$2.7M
46137V472
Shares:28.1K
Value:$2.6M
81369Y704
Shares:17.2K
Value:$2.2M
81369Y506
Shares:22.7K
Value:$2.1M
81369Y852
Shares:20.6K
Value:$2.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287226)✕ | 26.8K | All Managers (Combined) | $2.7M | ||
(cusip46137V472)✕ | 28.1K | All Managers (Combined) | $2.6M | ||
PAYCHEX INC(PAYXcusip704326107) | 16.7K | All Managers (Combined) | $2.6M | ||
MCDONALDS CORP(MCDcusip580135101) | 8.2K | QoQ -8.70% (-777)YoY -4.77% (-409) | All Managers (Combined) | $2.5M | |
10.1K | All Managers (Combined) | $2.5M | |||
DEERE & CO(DEcusip244199105) | 5.3K | QoQ NEW(+5.3K) | All Managers (Combined) | $2.5M | QoQ NEW(+$2.5M) |
NETFLIX INC(NFLXcusip64110L106) | 2.6K | All Managers (Combined) | $2.5M | ||
13.0K | QoQ NEW(+13.0K) YoY NEW(+13.0K) | All Managers (Combined) | $2.4M | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
19.3K | All Managers (Combined) | $2.3M | |||
(cusip81369Y704)✕ | 17.2K | All Managers (Combined) | $2.2M | ||
4.6K | All Managers (Combined) | $2.2M | |||
Datadog, Inc.(DDOGcusip23804L103) | 22.5K | All Managers (Combined) | $2.2M | ||
27.3K | All Managers (Combined) | $2.2M | |||
(cusip81369Y506)✕ | 22.7K | All Managers (Combined) | $2.1M | ||
10.2K | QoQ -1.42% (-148)YoY +4.52% (+442) | All Managers (Combined) | $2.1M | ||
16.7K | QoQ +2.21% (-362)YoY NEW(+16.7K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) | |
AbbVie Inc.(ABBVcusip00287Y109) | 10.0K | All Managers (Combined) | $2.1M | ||
(cusip81369Y852)✕ | 20.6K | All Managers (Combined) | $2.0M | ||
Salesforce, Inc.(CRMcusip79466L302) | 7.2K | QoQ -2.21% (-163)YoY -0.71% (-52) | All Managers (Combined) | $1.9M | |
2.0K | All Managers (Combined) | $1.9M |