United Asset Strategies
Latest statistics and disclosures from United Asset Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOGL, AMZN, and represent 22.83% of United Asset Strategies's stock portfolio.
- Added to shares of these 10 stocks: USFR (+$8.6M), NVDA (+$5.7M), ADBE, VMBS, TMO, LEN, SOXX, MRK, SPDW, ANET.
- Started 13 new stock positions in ROL, QCLN, EEM, NEM, HLT, LEN, GWW, OKLO, ANET, ZTS. TRV, SHOP, Almonty Inds.
- Reduced shares in these 10 stocks: AVGO (-$13M), CI (-$12M), CVX, WMB, GOOGL, MSFT, SPLG, CSCO, XLK, TXN.
- Sold out of its positions in LULU, UNP.
- United Asset Strategies was a net buyer of stock by $1.2M.
- United Asset Strategies has $1.2B in assets under management (AUM), dropping by 6.46%.
- Central Index Key (CIK): 0001539948
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Portfolio Holdings for United Asset Strategies
United Asset Strategies holds 250 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.9 | $73M | +8% | 393k | 186.58 |
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| Apple (AAPL) | 4.7 | $58M | 229k | 254.63 |
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| Microsoft Corporation (MSFT) | 4.3 | $53M | -2% | 103k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $51M | -3% | 211k | 243.10 |
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| Amazon (AMZN) | 3.9 | $49M | 221k | 219.57 |
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| Select Sector Spdr Tr Technology (XLK) | 3.1 | $39M | -2% | 136k | 281.86 |
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| Meta Platforms Cl A (META) | 2.7 | $34M | 46k | 734.38 |
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| Broadcom (AVGO) | 2.0 | $25M | -33% | 76k | 329.91 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $24M | 76k | 315.43 |
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| Mastercard Incorporated Cl A (MA) | 1.9 | $23M | 41k | 568.80 |
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| Servicenow (NOW) | 1.7 | $21M | 23k | 920.27 |
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| Palo Alto Networks (PANW) | 1.6 | $20M | 96k | 203.62 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.5 | $19M | +20% | 404k | 46.96 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.5 | $19M | +85% | 371k | 50.27 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $18M | 191k | 95.47 |
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| Lockheed Martin Corporation (LMT) | 1.4 | $18M | +3% | 36k | 499.21 |
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| Parker-Hannifin Corporation (PH) | 1.4 | $18M | 24k | 758.17 |
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| Bank of America Corporation (BAC) | 1.4 | $17M | 332k | 51.59 |
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| Adobe Systems Incorporated (ADBE) | 1.3 | $16M | +39% | 46k | 352.75 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.3 | $16M | +16% | 59k | 271.12 |
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| Merck & Co (MRK) | 1.3 | $16M | +12% | 190k | 83.93 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.3 | $16M | +5% | 17k | 968.10 |
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| Eaton Corp SHS (ETN) | 1.3 | $16M | 42k | 374.25 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $16M | +22% | 32k | 485.02 |
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| Ecolab (ECL) | 1.2 | $15M | 56k | 273.86 |
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| Edwards Lifesciences (EW) | 1.2 | $15M | 189k | 77.77 |
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| Waste Management (WM) | 1.2 | $14M | 65k | 220.83 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.1 | $14M | -7% | 181k | 78.34 |
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| Kinder Morgan (KMI) | 1.1 | $14M | 500k | 28.31 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 1.1 | $14M | 293k | 46.32 |
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| Duke Energy Corp Com New (DUK) | 1.1 | $13M | 108k | 123.75 |
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| Citigroup Com New (C) | 1.1 | $13M | 130k | 101.50 |
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| Entergy Corporation (ETR) | 1.0 | $13M | +2% | 140k | 93.19 |
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| Home Depot (HD) | 1.0 | $12M | 30k | 405.19 |
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| McKesson Corporation (MCK) | 1.0 | $12M | 16k | 772.55 |
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| Starbucks Corporation (SBUX) | 0.9 | $12M | +2% | 136k | 84.60 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $11M | 31k | 355.47 |
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| Johnson & Johnson (JNJ) | 0.9 | $11M | 59k | 185.42 |
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| Monster Beverage Corp (MNST) | 0.8 | $11M | 155k | 67.31 |
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| Philip Morris International (PM) | 0.8 | $10M | +2% | 63k | 162.20 |
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| American Intl Group Com New (AIG) | 0.8 | $10M | 127k | 78.54 |
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| Select Sector Spdr Tr Financial (XLF) | 0.8 | $9.5M | -2% | 176k | 53.87 |
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| Colgate-Palmolive Company (CL) | 0.8 | $9.5M | +3% | 119k | 79.94 |
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| Amgen (AMGN) | 0.7 | $9.0M | +3% | 32k | 282.20 |
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| Chevron Corporation (CVX) | 0.7 | $8.6M | -33% | 55k | 155.29 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $8.2M | 40k | 206.51 |
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| Realty Income (O) | 0.7 | $8.1M | +4% | 134k | 60.79 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $7.7M | 98k | 78.37 |
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| Walt Disney Company (DIS) | 0.6 | $7.4M | 65k | 114.50 |
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| Cheniere Energy Com New (LNG) | 0.6 | $7.2M | 31k | 234.98 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $6.8M | 38k | 176.81 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $6.1M | 54k | 112.75 |
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| Metropcs Communications (TMUS) | 0.5 | $6.1M | +2% | 26k | 239.38 |
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| Air Products & Chemicals (APD) | 0.5 | $5.9M | 22k | 272.72 |
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| Tesla Motors (TSLA) | 0.5 | $5.8M | -3% | 13k | 444.72 |
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| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.4 | $5.5M | 85k | 64.00 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $5.2M | 77k | 67.83 |
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| Alliant Energy Corporation (LNT) | 0.4 | $5.2M | 77k | 67.41 |
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| Clorox Company (CLX) | 0.4 | $5.1M | 41k | 123.30 |
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| Ventas (VTR) | 0.4 | $4.9M | 70k | 69.99 |
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| Visa Com Cl A (V) | 0.4 | $4.6M | 14k | 341.38 |
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| Danaher Corporation (DHR) | 0.3 | $4.1M | -2% | 21k | 198.26 |
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| Lpl Financial Holdings (LPLA) | 0.3 | $3.6M | 11k | 332.70 |
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| Pepsi (PEP) | 0.3 | $3.5M | +17% | 25k | 140.44 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.5M | +6% | 4.6k | 763.07 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $3.3M | 20k | 167.33 |
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| Paypal Holdings (PYPL) | 0.3 | $3.3M | +3% | 49k | 67.06 |
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| Procter & Gamble Company (PG) | 0.3 | $3.3M | 21k | 153.65 |
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| Deere & Company (DE) | 0.3 | $3.3M | 7.1k | 457.26 |
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| Wells Fargo & Company (WFC) | 0.3 | $3.2M | 38k | 83.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.1M | +22% | 6.2k | 502.74 |
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| Gilead Sciences (GILD) | 0.2 | $3.0M | 27k | 111.00 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.2 | $3.0M | 53k | 57.19 |
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| Jack Henry & Associates (JKHY) | 0.2 | $2.9M | 19k | 148.93 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.2 | $2.9M | -4% | 28k | 104.96 |
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| Jacobs Engineering Group (J) | 0.2 | $2.8M | 19k | 149.86 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $2.7M | 19k | 139.17 |
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| Netflix (NFLX) | 0.2 | $2.7M | +2% | 2.2k | 1198.92 |
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| Verizon Communications (VZ) | 0.2 | $2.7M | 61k | 43.95 |
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| Illinois Tool Works (ITW) | 0.2 | $2.6M | 10k | 260.77 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.6M | +7% | 11k | 243.54 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.6M | +2% | 2.8k | 925.52 |
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| ResMed (RMD) | 0.2 | $2.5M | 9.2k | 273.73 |
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| McDonald's Corporation (MCD) | 0.2 | $2.5M | 8.1k | 303.90 |
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| Fortinet (FTNT) | 0.2 | $2.5M | -6% | 29k | 84.08 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $2.4M | -8% | 13k | 182.42 |
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| Lennar Corp Cl A (LEN) | 0.2 | $2.3M | NEW | 19k | 126.04 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.3M | +8% | 23k | 100.25 |
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| SYSCO Corporation (SYY) | 0.2 | $2.3M | 28k | 82.34 |
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| Oracle Corporation (ORCL) | 0.2 | $2.3M | -3% | 8.3k | 281.24 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.3M | 28k | 82.96 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $2.3M | +91% | 54k | 42.79 |
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| United Parcel Service CL B (UPS) | 0.2 | $2.3M | 27k | 83.53 |
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| Abbvie (ABBV) | 0.2 | $2.2M | 9.7k | 231.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.2M | 3.7k | 600.45 |
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| Honeywell International (HON) | 0.2 | $2.2M | 11k | 210.49 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $2.2M | -23% | 20k | 109.95 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $2.2M | -5% | 9.2k | 239.63 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $2.2M | -5% | 18k | 118.37 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.1M | +47% | 13k | 161.79 |
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| Paychex (PAYX) | 0.2 | $2.1M | 16k | 126.76 |
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| Vistra Energy (VST) | 0.2 | $2.0M | -3% | 10k | 195.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.9M | -7% | 2.8k | 666.17 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.9M | 30k | 62.47 |
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| FirstEnergy (FE) | 0.1 | $1.8M | 40k | 45.82 |
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| T. Rowe Price (TROW) | 0.1 | $1.7M | 17k | 102.64 |
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| Lowe's Companies (LOW) | 0.1 | $1.7M | 6.8k | 251.31 |
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| Kkr & Co (KKR) | 0.1 | $1.7M | -6% | 13k | 129.95 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.7M | -24% | 4.8k | 351.26 |
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| Qualcomm (QCOM) | 0.1 | $1.7M | +2% | 10k | 166.36 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.7M | +6% | 17k | 96.46 |
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| Nucor Corporation (NUE) | 0.1 | $1.6M | 12k | 135.43 |
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| S&p Global (SPGI) | 0.1 | $1.6M | -3% | 3.3k | 486.75 |
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| Nike CL B (NKE) | 0.1 | $1.6M | +22% | 23k | 69.73 |
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| Nextera Energy (NEE) | 0.1 | $1.6M | 21k | 75.49 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.5M | -2% | 9.8k | 154.22 |
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| Micron Technology (MU) | 0.1 | $1.5M | 9.1k | 167.32 |
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| Applied Materials (AMAT) | 0.1 | $1.5M | 7.2k | 204.74 |
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| Ross Stores (ROST) | 0.1 | $1.4M | -2% | 9.1k | 152.39 |
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| Intuit (INTU) | 0.1 | $1.4M | -2% | 2.0k | 682.95 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.4M | -14% | 15k | 89.62 |
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| Coca-Cola Company (KO) | 0.1 | $1.4M | 21k | 66.32 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $1.4M | -2% | 10k | 132.39 |
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| Strategy Cl A New (MSTR) | 0.1 | $1.3M | +145% | 3.9k | 322.21 |
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| American Express Company (AXP) | 0.1 | $1.2M | -2% | 3.7k | 332.14 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.2M | -4% | 1.3k | 920.68 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | +10% | 2.7k | 447.23 |
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| Caterpillar (CAT) | 0.1 | $1.2M | 2.5k | 477.17 |
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| Datadog Cl A Com (DDOG) | 0.1 | $1.2M | -15% | 8.1k | 142.40 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.2M | -29% | 2.9k | 391.64 |
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| Cintas Corporation (CTAS) | 0.1 | $1.1M | 5.6k | 205.25 |
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| Williams Companies (WMB) | 0.1 | $1.1M | -74% | 18k | 63.35 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | 4.6k | 246.61 |
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| Vulcan Materials Company (VMC) | 0.1 | $1.1M | -2% | 3.7k | 307.64 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | 11k | 103.06 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $1.1M | +2% | 17k | 66.64 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | -45% | 16k | 68.42 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.1M | -9% | 12k | 89.34 |
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| General Dynamics Corporation (GD) | 0.1 | $1.1M | +3% | 3.2k | 340.99 |
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| Doordash Cl A (DASH) | 0.1 | $1.1M | -40% | 4.0k | 272.00 |
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| Copart (CPRT) | 0.1 | $1.1M | 24k | 44.97 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.1M | +44% | 27k | 39.19 |
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| MercadoLibre (MELI) | 0.1 | $1.0M | -16% | 447.00 | 2336.94 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.0M | 9.6k | 107.81 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.0M | -33% | 14k | 72.77 |
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| Reddit Cl A (RDDT) | 0.1 | $1.0M | -6% | 4.5k | 229.99 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.0M | 11k | 89.37 |
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| Synopsys (SNPS) | 0.1 | $986k | -4% | 2.0k | 493.39 |
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| Pentair SHS (PNR) | 0.1 | $965k | -2% | 8.7k | 110.77 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $953k | +30% | 20k | 46.81 |
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| Eversource Energy (ES) | 0.1 | $945k | 13k | 71.14 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $909k | -2% | 12k | 76.62 |
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| Arista Networks Com Shs (ANET) | 0.1 | $909k | NEW | 6.2k | 145.71 |
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| Rollins (ROL) | 0.1 | $896k | NEW | 15k | 58.74 |
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| Autodesk (ADSK) | 0.1 | $880k | 2.8k | 317.67 |
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| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.1 | $869k | +6% | 100k | 8.72 |
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| W.W. Grainger (GWW) | 0.1 | $851k | NEW | 893.00 | 952.96 |
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| Emerson Electric (EMR) | 0.1 | $848k | 6.5k | 131.18 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $842k | -5% | 53k | 16.01 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $840k | NEW | 3.2k | 259.44 |
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| Zoetis Cl A (ZTS) | 0.1 | $829k | NEW | 5.7k | 146.32 |
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| MetLife (MET) | 0.1 | $821k | 10k | 82.37 |
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| EOG Resources (EOG) | 0.1 | $815k | 7.3k | 112.12 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $805k | -5% | 9.2k | 87.21 |
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| 3M Company (MMM) | 0.1 | $805k | 5.2k | 155.18 |
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| Paycom Software (PAYC) | 0.1 | $794k | 3.8k | 208.14 |
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| Chubb (CB) | 0.1 | $790k | 2.8k | 282.27 |
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| Snowflake Com Shs (SNOW) | 0.1 | $788k | -4% | 3.5k | 225.55 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $728k | -6% | 2.0k | 365.48 |
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| Medtronic SHS (MDT) | 0.1 | $726k | 7.6k | 95.24 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $721k | 2.3k | 307.82 |
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| Consolidated Edison (ED) | 0.1 | $719k | -24% | 7.2k | 100.53 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $704k | 6.8k | 103.36 |
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| International Business Machines (IBM) | 0.1 | $702k | +2% | 2.5k | 282.16 |
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| A. O. Smith Corporation (AOS) | 0.1 | $674k | +3% | 9.2k | 73.41 |
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| Nordson Corporation (NDSN) | 0.1 | $668k | +3% | 2.9k | 226.95 |
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| CVS Caremark Corporation (CVS) | 0.1 | $667k | 8.9k | 75.39 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $636k | 3.3k | 193.33 |
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| Almonty Inds Com New | 0.1 | $633k | NEW | 105k | 6.03 |
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| Pfizer (PFE) | 0.1 | $632k | 25k | 25.48 |
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| Fidelity National Financial Com Shs (FNF) | 0.1 | $632k | 11k | 60.49 |
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| Linde SHS (LIN) | 0.0 | $614k | +24% | 1.3k | 475.03 |
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| Genuine Parts Company (GPC) | 0.0 | $613k | 4.4k | 138.61 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $607k | 22k | 27.29 |
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| Hormel Foods Corporation (HRL) | 0.0 | $602k | 24k | 24.74 |
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| Enterprise Products Partners (EPD) | 0.0 | $594k | 19k | 31.27 |
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| Brown Forman Corp CL B (BF.B) | 0.0 | $588k | +2% | 22k | 27.08 |
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| At&t (T) | 0.0 | $565k | -9% | 20k | 28.24 |
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| Becton, Dickinson and (BDX) | 0.0 | $564k | +2% | 3.0k | 187.17 |
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| Equinix (EQIX) | 0.0 | $562k | +2% | 717.00 | 783.32 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $547k | 1.6k | 332.84 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $518k | 11k | 49.01 |
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| Dominion Resources (D) | 0.0 | $514k | 8.4k | 61.17 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $511k | -25% | 5.6k | 91.75 |
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| PPG Industries (PPG) | 0.0 | $502k | +2% | 4.8k | 105.12 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $491k | -9% | 1.4k | 345.43 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $490k | 13k | 39.22 |
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| Crown Castle Intl (CCI) | 0.0 | $464k | +3% | 4.8k | 96.50 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $446k | +4% | 4.6k | 97.08 |
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| Constellation Energy (CEG) | 0.0 | $439k | 1.3k | 329.11 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $430k | 17k | 25.71 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $429k | 3.8k | 111.56 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $421k | -10% | 4.5k | 93.38 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $394k | 13k | 31.42 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $369k | 3.3k | 110.38 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $360k | -29% | 3.1k | 117.03 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $357k | -3% | 8.5k | 42.13 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $355k | +2% | 1.3k | 279.33 |
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| Galaxy Digital Cl A (GLXY) | 0.0 | $355k | 11k | 33.81 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $348k | 264.00 | 1319.16 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $347k | 3.7k | 92.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $341k | -11% | 557.00 | 612.62 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $339k | +10% | 3.0k | 111.23 |
|
| ConocoPhillips (COP) | 0.0 | $338k | 3.6k | 94.58 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $330k | 2.5k | 133.39 |
|
|
| Cigna Corp (CI) | 0.0 | $326k | -97% | 1.1k | 288.32 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $323k | 2.7k | 120.72 |
|
|
| TJX Companies (TJX) | 0.0 | $322k | +4% | 2.2k | 144.54 |
|
| Humacyte (HUMA) | 0.0 | $321k | 185k | 1.74 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $311k | 4.6k | 67.06 |
|
|
| Amcor Ord (AMCR) | 0.0 | $310k | 38k | 8.18 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $307k | 6.8k | 45.08 |
|
|
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.0 | $303k | -42% | 8.0k | 38.02 |
|
| American Electric Power Company (AEP) | 0.0 | $302k | +2% | 2.7k | 112.48 |
|
| Uber Technologies (UBER) | 0.0 | $300k | +39% | 3.1k | 97.97 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $297k | +5% | 4.6k | 65.00 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $294k | 5.7k | 51.08 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $286k | NEW | 3.4k | 84.31 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $283k | +11% | 2.4k | 119.52 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $277k | -25% | 3.1k | 89.77 |
|
| Capital One Financial (COF) | 0.0 | $276k | -2% | 1.3k | 212.58 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $276k | NEW | 5.2k | 53.40 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $276k | +2% | 2.5k | 111.47 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $275k | 843.00 | 326.36 |
|
|
| Boeing Company (BA) | 0.0 | $275k | -11% | 1.3k | 215.82 |
|
| Travelers Companies (TRV) | 0.0 | $260k | NEW | 929.00 | 279.28 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $257k | 1.7k | 155.45 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $253k | NEW | 2.3k | 111.63 |
|
| BP Sponsored Adr (BP) | 0.0 | $243k | 7.1k | 34.46 |
|
|
| salesforce (CRM) | 0.0 | $238k | 1.0k | 237.00 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $228k | -13% | 341.00 | 668.87 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $226k | 1.6k | 142.10 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $223k | NEW | 1.5k | 148.61 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $222k | NEW | 5.3k | 41.96 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $211k | -78% | 1.2k | 183.69 |
|
| Aptar (ATR) | 0.0 | $211k | 1.6k | 133.66 |
|
|
| Dbx Etf Tr Xtrackers Ftse (DEEF) | 0.0 | $211k | -44% | 6.1k | 34.46 |
|
| Rockwell Automation (ROK) | 0.0 | $203k | -4% | 580.00 | 349.67 |
|
| Apple Hospitality Reit Com New (APLE) | 0.0 | $147k | -32% | 12k | 12.01 |
|
| Ree Automotive Shs Cl A New (REE) | 0.0 | $9.7k | 13k | 0.73 |
|
Past Filings by United Asset Strategies
SEC 13F filings are viewable for United Asset Strategies going back to 2012
- United Asset Strategies 2025 Q3 filed Oct. 23, 2025
- United Asset Strategies 2025 Q2 filed Aug. 8, 2025
- United Asset Strategies 2025 Q1 filed May 14, 2025
- United Asset Strategies 2024 Q4 filed Jan. 22, 2025
- United Asset Strategies 2024 Q3 filed Oct. 28, 2024
- United Asset Strategies 2024 Q2 filed Aug. 1, 2024
- United Asset Strategies 2024 Q1 filed April 23, 2024
- United Asset Strategies 2023 Q4 filed Jan. 30, 2024
- United Asset Strategies 2023 Q3 filed Nov. 7, 2023
- United Asset Strategies 2023 Q2 filed July 25, 2023
- United Asset Strategies 2023 Q1 restated filed July 25, 2023
- United Asset Strategies 2023 Q1 filed April 25, 2023
- United Asset Strategies 2022 Q4 filed Jan. 26, 2023
- United Asset Strategies 2022 Q3 filed Oct. 24, 2022
- United Asset Strategies 2022 Q2 filed Aug. 15, 2022
- United Asset Strategies 2022 Q1 filed April 29, 2022