United Asset Strategies, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.1T
Holdings
234
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (234 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 182,116 | $40.5B | 3.76% | |
| 2 | XLKSELECT SECTOR SPDR TR | 193,858 | $40.0B | 3.72% | |
| 3 | NVDANVIDIA CORPORATION | 362,329 | $39.3B | 3.65% | |
| 4 | MSFTMICROSOFT CORP | 104,534 | $39.2B | 3.64% | |
| 5 | AMZNAMAZON COM INC | 200,702 | $38.2B | 3.55% | |
| 6 | GOOGLALPHABET INC | 197,937 | $30.6B | 2.84% | |
| 7 | METAMETA PLATFORMS INC | 48,561 | $28.0B | 2.60% | |
| 8 | MAMASTERCARD INCORPORATED | 39,298 | $21.5B | 2.00% | |
| 9 | NOWSERVICENOW INC | 23,031 | $18.3B | 1.70% | |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 36,339 | $18.1B | 1.68% | |
| 11 | USFRWISDOMTREE TR | 344,028 | $17.3B | 1.61% | |
| 12 | JPMJPMORGAN CHASE & CO. | 69,848 | $17.1B | 1.59% | |
| 13 | GQ9SPDR GOLD TR | 58,962 | $17.0B | 1.58% | |
| 14 | PANWPALO ALTO NETWORKS INC | 94,861 | $16.2B | 1.50% | |
| 15 | VMBSVANGUARD SCOTTSDALE FDS | 339,582 | $15.7B | 1.46% | |
| 16 | CITHE CIGNA GROUP | 47,732 | $15.7B | 1.46% | |
| 17 | SCHWSCHWAB CHARLES CORP | 192,558 | $15.1B | 1.40% | |
| 18 | WMWASTE MGMT INC DEL | 64,979 | $15.0B | 1.40% | |
| 19 | MRVLMARVELL TECHNOLOGY INC | 243,309 | $15.0B | 1.39% | |
| 20 | PHPARKER-HANNIFIN CORP | 23,501 | $14.3B | 1.33% | |
| 21 | KMIKINDER MORGAN INC DEL | 497,943 | $14.2B | 1.32% | |
| 22 | ECLECOLAB INC | 55,252 | $14.0B | 1.30% | |
| 23 | BACBANK AMERICA CORP | 334,586 | $14.0B | 1.30% | |
| 24 | ETRENTERGY CORP NEW | 163,085 | $13.9B | 1.29% | |
| 25 | CVXCHEVRON CORP NEW | 82,847 | $13.9B | 1.29% | |
| 26 | EWEDWARDS LIFESCIENCES CORP | 185,571 | $13.5B | 1.25% | |
| 27 | SPYMSPDR SER TR | 201,438 | $13.2B | 1.23% | |
| 28 | SBUXSTARBUCKS CORP | 128,130 | $12.6B | 1.17% | |
| 29 | 4I1PHILIP MORRIS INTL INC | 79,139 | $12.6B | 1.17% | |
| 30 | ADBEADOBE INC | 32,027 | $12.3B | 1.14% | |
| 31 | SPSMSPDR SER TR | 282,523 | $11.5B | 1.07% | |
| 32 | MCKMCKESSON CORP | 17,106 | $11.5B | 1.07% | |
| 33 | CLCOLGATE PALMOLIVE CO | 115,624 | $10.8B | 1.01% | |
| 34 | HDHOME DEPOT INC | 29,252 | $10.7B | 1.00% | |
| 35 | TMUST-MOBILE US INC | 38,397 | $10.2B | 0.95% | |
| 36 | MRKMERCK & CO INC | 112,889 | $10.1B | 0.94% | |
| 37 | CEGCONSTELLATION ENERGY CORP | 49,982 | $10.1B | 0.94% | |
| 38 | LMTLOCKHEED MARTIN CORP | 22,552 | $10.1B | 0.94% | |
| 39 | ETNEATON CORP PLC | 36,588 | $9.9B | 0.92% | |
| 40 | JNJJOHNSON & JOHNSON | 59,549 | $9.9B | 0.92% | |
| 41 | AIGAMERICAN INTL GROUP INC | 109,447 | $9.5B | 0.88% | |
| 42 | AMGNAMGEN INC | 30,333 | $9.5B | 0.88% | |
| 43 | TRVCCITIGROUP INC | 130,672 | $9.3B | 0.86% | |
| 44 | XLFSELECT SECTOR SPDR TR | 183,774 | $9.2B | 0.85% | |
| 45 | MUMICRON TECHNOLOGY INC | 105,268 | $9.1B | 0.85% | |
| 46 | MNSTMONSTER BEVERAGE CORP NEW | 152,698 | $8.9B | 0.83% | |
| 47 | XLFISELECT SECTOR SPDR TR | 97,860 | $8.0B | 0.74% | |
| 48 | IVEISHARES TR | 40,232 | $7.7B | 0.71% | |
| 49 | SYFSYNCHRONY FINANCIAL | 141,326 | $7.5B | 0.69% | |
| 50 | XOMEXXON MOBIL CORP | 61,277 | $7.3B | 0.68% | |
| 51 | OREALTY INCOME CORP | 123,226 | $7.1B | 0.66% | |
| 52 | LNGCHENIERE ENERGY INC | 27,606 | $6.4B | 0.59% | |
| 53 | TERTERADYNE INC | 76,878 | $6.4B | 0.59% | |
| 54 | DISDISNEY WALT CO | 62,959 | $6.2B | 0.58% | |
| 55 | OZBELPOINTE PREP LLC | 85,973 | $5.5B | 0.51% | |
| 56 | APDAIR PRODS & CHEMS INC | 18,174 | $5.4B | 0.50% | |
| 57 | CLXCLOROX CO DEL | 34,356 | $5.1B | 0.47% | |
| 58 | LNTALLIANT ENERGY CORP | 78,376 | $5.0B | 0.47% | |
| 59 | VENVENTAS INC | 70,778 | $4.9B | 0.45% | |
| 60 | EFVISHARES TR | 79,151 | $4.7B | 0.43% | |
| 61 | VVISA INC | 12,784 | $4.5B | 0.42% | |
| 62 | WMBWILLIAMS COS INC | 72,907 | $4.4B | 0.40% | |
| 63 | HONHONEYWELL INTL INC | 19,916 | $4.2B | 0.39% | |
| 64 | IWNISHARES TR | 27,022 | $4.1B | 0.38% | |
| 65 | PGPROCTER AND GAMBLE CO | 23,040 | $3.9B | 0.36% | |
| 66 | BDXBECTON DICKINSON & CO | 16,535 | $3.8B | 0.35% | |
| 67 | LPLALPL FINL HLDGS INC | 11,027 | $3.6B | 0.33% | |
| 68 | TSLATESLA INC | 13,711 | $3.6B | 0.33% | |
| 69 | LLYELI LILLY & CO | 4,177 | $3.4B | 0.32% | |
| 70 | GILDGILEAD SCIENCES INC | 29,916 | $3.4B | 0.31% | |
| 71 | PEPPEPSICO INC | 20,912 | $3.1B | 0.29% | |
| 72 | SPMDSPDR SER TR | 59,031 | $3.0B | 0.28% | |
| 73 | PYPLPAYPAL HLDGS INC | 46,011 | $3.0B | 0.28% | |
| 74 | FTNTFORTINET INC | 30,765 | $3.0B | 0.27% | |
| 75 | XLVSELECT SECTOR SPDR TR | 19,858 | $2.9B | 0.27% | |
| 76 | WFCWELLS FARGO CO NEW | 38,753 | $2.8B | 0.26% | |
| 77 | BACVERIZON COMMUNICATIONS INC | 60,856 | $2.8B | 0.26% | |
| 78 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,134 | $2.7B | 0.25% | |
| 79 | RTXRTX CORPORATION | 20,389 | $2.7B | 0.25% | |
| 80 | UPSUNITED PARCEL SERVICE INC | 24,174 | $2.7B | 0.25% | |
| 81 | AGGISHARES TR | 26,835 | $2.7B | 0.25% | |
| 82 | XMHQINVESCO EXCHANGE TRADED FD T | 28,105 | $2.6B | 0.24% | |
| 83 | PAYXPAYCHEX INC | 16,658 | $2.6B | 0.24% | |
| 84 | MCDMCDONALDS CORP | 8,151 | $2.5B | 0.24% | |
| 85 | ITWILLINOIS TOOL WKS INC | 10,134 | $2.5B | 0.23% | |
| 86 | DEDEERE & CO | 5,317 | $2.5B | 0.23% | |
| 87 | NFLXNETFLIX INC | 2,639 | $2.5B | 0.23% | |
| 88 | JKHYHENRY JACK & ASSOC INC | 13,014 | $2.4B | 0.22% | |
| 89 | JJACOBS SOLUTIONS INC | 19,290 | $2.3B | 0.22% | |
| 90 | XLISELECT SECTOR SPDR TR | 17,161 | $2.2B | 0.21% | |
| 91 | VRTXVERTEX PHARMACEUTICALS INC | 4,612 | $2.2B | 0.21% | |
| 92 | DDOGDATADOG INC | 22,490 | $2.2B | 0.21% | |
| 93 | JCIJOHNSON CTLS INTL PLC | 27,349 | $2.2B | 0.20% | |
| 94 | XLESELECT SECTOR SPDR TR | 22,732 | $2.1B | 0.20% | |
| 95 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 10,216 | $2.1B | 0.20% | |
| 96 | IWSISHARES TR | 16,714 | $2.1B | 0.20% | |
| 97 | ABBVABBVIE INC | 10,028 | $2.1B | 0.20% | |
| 98 | XLCSELECT SECTOR SPDR TR | 20,617 | $2.0B | 0.18% | |
| 99 | CRMSALESFORCE INC | 7,188 | $1.9B | 0.18% | |
| 100 | COSTCOSTCO WHSL CORP NEW | 1,997 | $1.9B | 0.18% |
Page 1 of 3Next