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 • $1.1B total value
Manager:
Search and click to pin securities to the top
Page 6 of 12
46138G805
Shares:70.8K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
81369Y407
Shares:9.3K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$1.1B)
464285204
Shares:30.1K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$1.1B)
464287457
Shares:19.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46138G805)✕ | 70.8K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.1B) | ||
| 3.4K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.1B) | |||
| 30.4K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.1B) | |||
(cusip81369Y407)✕ | 9.3K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | ||
| 21.2K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | |||
| 3.9K | QoQ -0.25% (-10)YoY -1.16% (-46) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | ||
| 27.6K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | |||
(cusip464285204)✕ | 30.1K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | ||
Broadcom Inc.(AVGOcusip11135F101) | 10.5K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | ||
| 9.6K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$1.1B) | |||
S&P Global Inc.(SPGIcusip78409V104) | 3.3K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$1.1B) | ||
Alphabet Inc.(GOOGcusip02079K107) | 10.6K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$1.1B) | ||
FIRSTENERGY CORP(FEcusip337932107) | 40.8K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$1.1B) | ||
| 6.4K | QoQ +2.87% (-179)YoY +6.75% (-406) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$1.1B) | ||
| 6.9K | QoQ +4.24% (-283)YoY -8.81% (-671) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$1.1B) | ||
(cusip464287457)✕ | 19.5K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | ||
COCA COLA CO(KOcusip191216100) | 22.2K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 10.1K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | ||
| 16.9K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | |||
| 20.9K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) |