United Asset Strategies, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 234Value: $1.1BLatest: 2025Q1

United Asset Strategies, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 234 holdings worth $1.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

SEC FilingSEC DataHachi Filing

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
CIK: united-asset-strategies
Manager Name: United-Asset-Strategies

Data Enrichment

83% identified

194 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

234 positions • $1,077,054.761K total value

234 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

Shares:182.1K

Value:$40.5M

81369Y803

XLK|81369Y803

Shares:193.9K

Value:$40.0M

NVIDIA CORP

NVDA|67066G104

Shares:362.3K

Value:$39.3M

MICROSOFT CORP

MSFT|594918104

Shares:104.5K

Value:$39.2M

AMAZON COM INC

AMZN|023135106

Shares:200.7K

Value:$38.2M

Alphabet Inc.

GOOGL|02079K305

Shares:197.9K

Value:$30.6M

Meta Platforms, Inc.

META|30303M102

Shares:48.6K

Value:$28.0M

Mastercard Inc

MA|57636Q104

Shares:39.3K

Value:$21.5M

ServiceNow, Inc.

NOW|81762P102

Shares:23.0K

Value:$18.3M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:36.3K

Value:$18.1M

97717Y527

Shares:344.0K

Value:$17.3M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:69.8K

Value:$17.1M

SPDR GOLD TRUST

GLD|78463V107

Shares:59.0K

Value:$17.0M

Palo Alto Networks Inc

PANW|697435105

Shares:94.9K

Value:$16.2M

92206C771

Shares:339.6K

Value:$15.7M

Cigna Group

CI|125523100

Shares:47.7K

Value:$15.7M

SCHWAB CHARLES CORP

SCHW|808513105

Shares:192.6K

Value:$15.1M

WASTE MANAGEMENT INC

WM|94106L109

Shares:65.0K

Value:$15.0M

Marvell Technology, Inc.

MRVL|573874104

Shares:243.3K

Value:$15.0M

Parker-Hannifin Corp

PH|701094104

Shares:23.5K

Value:$14.3M

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	182.1K	QoQ +4.52% (-7.9K) YoY +20.31% (+30.7K)	All Managers (Combined)	$40.5M	QoQ -7.28% (-$3.2M) YoY +55.84% (+$14.5M)
(XLKcusip81369Y803)	193.9K	QoQ +0.71% (-1.4K) YoY -3.70% (-7.5K)	All Managers (Combined)	$40.0M	QoQ -10.56% (-$4.7M) YoY -4.52% (-$1.9M)
NVIDIA CORP(NVDAcusip67066G104)	362.3K	QoQ +22.83% (-67.4K) YoY +1139.62% (+333.1K)	All Managers (Combined)	$39.3M	QoQ -0.86% (-$341.3K) YoY +48.68% (+$12.9M)
MICROSOFT CORP(MSFTcusip594918104)	104.5K	QoQ +3.47% (-3.5K) YoY +18.67% (+16.4K)	All Managers (Combined)	$39.2M	QoQ -7.84% (-$3.3M) YoY +5.88% (+$2.2M)
AMAZON COM INC(AMZNcusip023135106)	200.7K	QoQ +1.25% (-2.5K) YoY +23.66% (+38.4K)	All Managers (Combined)	$38.2M	QoQ -12.18% (-$5.3M) YoY +30.43% (+$8.9M)
Alphabet Inc.(GOOGLcusip02079K305)	197.9K	QoQ +8.24% (-15.1K) YoY +25.29% (+40.0K)	All Managers (Combined)	$30.6M	QoQ -11.57% (-$4.0M) YoY +28.37% (+$6.8M)
Meta Platforms, Inc.(METAcusip30303M102)	48.6K	QoQ +1.09% (-528) YoY +7.97% (+3.6K)	All Managers (Combined)	$28.0M	QoQ -0.48% (-$135.4K) YoY +28.16% (+$6.1M)
Mastercard Inc(MAcusip57636Q104)	39.3K	QoQ +2.78% (+1.1K) YoY +11.26% (+4.0K)	All Managers (Combined)	$21.5M	QoQ +6.99% (+$1.4M) YoY +26.63% (+$4.5M)
ServiceNow, Inc.(NOWcusip81762P102)	23.0K	QoQ +3.17% (-708) YoY +15.18% (+3.0K)	All Managers (Combined)	$18.3M	QoQ -22.52% (-$5.3M) YoY +20.27% (+$3.1M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	36.3K	QoQ +33.26% (+9.1K) YoY +48.72% (+11.9K)	All Managers (Combined)	$18.1M	QoQ +27.46% (+$3.9M) YoY +27.32% (+$3.9M)
(cusip97717Y527)✕	344.0K	QoQ -15.86% (-64.9K) YoY -48.00% (-317.6K)	All Managers (Combined)	$17.3M	QoQ -15.84% (-$3.3M) YoY -47.95% (-$16.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	69.8K	QoQ -13.60% (-11.0K) YoY -26.08% (-24.6K)	All Managers (Combined)	$17.1M	QoQ -11.59% (-$2.2M) YoY -9.47% (-$1.8M)
SPDR GOLD TRUST(GLDcusip78463V107)	59.0K	QoQ -31.61% (-27.3K) YoY -28.43% (-23.4K)	All Managers (Combined)	$17.0M	QoQ -18.61% (-$3.9M) YoY +0.24% (-$41.4K)
Palo Alto Networks Inc(PANWcusip697435105)	94.9K	QoQ +2.88% (-2.7K) YoY +121.48% (+52.0K)	All Managers (Combined)	$16.2M	QoQ -3.51% (-$590.6K) YoY +33.01% (+$4.0M)
(cusip92206C771)✕	339.6K	QoQ +2.59% (+8.6K) YoY +56.22% (+122.2K)	All Managers (Combined)	$15.7M	QoQ +4.78% (+$718.6K) YoY +58.61% (+$5.8M)
Cigna Group(CIcusip125523100)	47.7K	QoQ +6.25% (+2.8K) YoY +3.10% (-1.4K)	All Managers (Combined)	$15.7M	QoQ +26.58% (+$3.3M) YoY -6.60% (-$1.1M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	192.6K	QoQ +2.29% (+4.3K) YoY +7.75% (+13.9K)	All Managers (Combined)	$15.1M	QoQ +8.19% (+$1.1M) YoY +16.60% (+$2.1M)
WASTE MANAGEMENT INC(WMcusip94106L109)	65.0K	QoQ +1.12% (+720) YoY +6.75% (+4.1K)	All Managers (Combined)	$15.0M	QoQ +16.01% (+$2.1M) YoY +15.95% (+$2.1M)
Marvell Technology, Inc.(MRVLcusip573874104)	243.3K	QoQ +10.65% (-23.4K) YoY +25.95% (+50.1K)	All Managers (Combined)	$15.0M	QoQ -38.31% (-$9.3M) YoY +9.40% (+$1.3M)
Parker-Hannifin Corp(PHcusip701094104)	23.5K	QoQ +1.14% (-266) YoY +3.49% (+793)	All Managers (Combined)	$14.3M	QoQ -3.33% (-$492.9K) YoY +13.18% (+$1.7M)