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 7 of 12
00214Q708
Shares:35.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
Shares:11.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
74347B698
Shares:17.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
NUCOR CORP(NUEcusip670346105) | 12.2K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | ||
Accenture plc(ACNcusipG1151C101) | 4.6K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | ||
DoorDash, Inc.(DASHcusip25809K105) | 7.8K | QoQ +3.93% (+295)YoY NEW(+7.8K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY NEW(+$1.4M) |
| 9.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | |||
| 14.1K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | |||
KKR & Co. Inc.(KKRcusip48251W104) | 11.5K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | ||
COPART INC(CPRTcusip217204106) | 23.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | ||
INTUIT INC.(INTUcusip461202103) | 2.1K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | ||
Vistra Corp.(VSTcusip92840M102) | 10.6K | QoQ -5.13% (-572)YoY NEW(+10.6K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | YoY NEW(+$1.2M) |
ORACLE CORP(ORCLcusip68389X105) | 8.6K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
CINTAS CORP(CTAScusip172908105) | 5.8K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
| 2.4K | QoQ -0.12% (-3)YoY NEW(+2.4K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | YoY NEW(+$1.2M) | |
(cusip00214Q708)✕ | 35.6K | QoQ -0.41% (-148)YoY -1.91% (-694) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | |
| 9.2K | YoY NEW(+9.2K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | YoY NEW(+$1.2M) | |
| 11.4K | QoQ +1.62% (+183)YoY -3.86% (-459) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
(cusip74347B698)✕ | 17.4K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | ||
NIKE, Inc.(NKEcusip654106103) | 17.8K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | ||
TARGET CORP(TGTcusip87612E106) | 10.7K | YoY NEW(+10.7K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | YoY NEW(+$1.1M) |
| 4.1K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | |||
| 230 | QoQ +5.02% (-11) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) |