United Asset Strategies, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.1B
Holdings
234
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (234 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $40.5M |
XLKSELECT SECTOR SPDR TR | $40.0M |
NVDANVIDIA CORPORATION | $39.3M |
MSFTMICROSOFT CORP | $39.2M |
AMZNAMAZON COM INC | $38.2M |
GOOGLALPHABET INC | $30.6M |
METAMETA PLATFORMS INC | $28.0M |
MAMASTERCARD INCORPORATED | $21.5M |
NOWSERVICENOW INC | $18.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $18.1M |
USFRWISDOMTREE TR | $17.3M |
JPMJPMORGAN CHASE & CO. | $17.1M |
GQ9SPDR GOLD TR | $17.0M |
PANWPALO ALTO NETWORKS INC | $16.2M |
VMBSVANGUARD SCOTTSDALE FDS | $15.7M |
CITHE CIGNA GROUP | $15.7M |
SCHWSCHWAB CHARLES CORP | $15.1M |
WMWASTE MGMT INC DEL | $15.0M |
MRVLMARVELL TECHNOLOGY INC | $15.0M |
PHPARKER-HANNIFIN CORP | $14.3M |
KMIKINDER MORGAN INC DEL | $14.2M |
ECLECOLAB INC | $14.0M |
BACBANK AMERICA CORP | $14.0M |
ETRENTERGY CORP NEW | $13.9M |
CVXCHEVRON CORP NEW | $13.9M |
EWEDWARDS LIFESCIENCES CORP | $13.5M |
SPYMSPDR SER TR | $13.2M |
SBUXSTARBUCKS CORP | $12.6M |
4I1PHILIP MORRIS INTL INC | $12.6M |
ADBEADOBE INC | $12.3M |
SPSMSPDR SER TR | $11.5M |
MCKMCKESSON CORP | $11.5M |
CLCOLGATE PALMOLIVE CO | $10.8M |
HDHOME DEPOT INC | $10.7M |
TMUST-MOBILE US INC | $10.2M |
MRKMERCK & CO INC | $10.1M |
CEGCONSTELLATION ENERGY CORP | $10.1M |
LMTLOCKHEED MARTIN CORP | $10.1M |
ETNEATON CORP PLC | $9.9M |
JNJJOHNSON & JOHNSON | $9.9M |
AIGAMERICAN INTL GROUP INC | $9.5M |
AMGNAMGEN INC | $9.5M |
SLGGEURSUPER LEAGUE ENTERPRISE INC | $9.4M |
TRVCCITIGROUP INC | $9.3M |
XLFSELECT SECTOR SPDR TR | $9.2M |
MUMICRON TECHNOLOGY INC | $9.1M |
MNSTMONSTER BEVERAGE CORP NEW | $8.9M |
XLFISELECT SECTOR SPDR TR | $8.0M |
IVEISHARES TR | $7.7M |
SYFSYNCHRONY FINANCIAL | $7.5M |
XOMEXXON MOBIL CORP | $7.3M |
OREALTY INCOME CORP | $7.1M |
LNGCHENIERE ENERGY INC | $6.4M |
TERTERADYNE INC | $6.4M |
DISDISNEY WALT CO | $6.2M |
OZBELPOINTE PREP LLC | $5.5M |
APDAIR PRODS & CHEMS INC | $5.4M |
CLXCLOROX CO DEL | $5.1M |
LNTALLIANT ENERGY CORP | $5.0M |
VENVENTAS INC | $4.9M |
EFVISHARES TR | $4.7M |
VVISA INC | $4.5M |
WMBWILLIAMS COS INC | $4.4M |
HONHONEYWELL INTL INC | $4.2M |
IWNISHARES TR | $4.1M |
PGPROCTER AND GAMBLE CO | $3.9M |
BDXBECTON DICKINSON & CO | $3.8M |
LPLALPL FINL HLDGS INC | $3.6M |
TSLATESLA INC | $3.6M |
LLYELI LILLY & CO | $3.4M |
GILDGILEAD SCIENCES INC | $3.4M |
PEPPEPSICO INC | $3.1M |
SPMDSPDR SER TR | $3.0M |
PYPLPAYPAL HLDGS INC | $3.0M |
FTNTFORTINET INC | $3.0M |
XLVSELECT SECTOR SPDR TR | $2.9M |
WFCWELLS FARGO CO NEW | $2.8M |
BACVERIZON COMMUNICATIONS INC | $2.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
RTXRTX CORPORATION | $2.7M |
UPSUNITED PARCEL SERVICE INC | $2.7M |
AGGISHARES TR | $2.7M |
XMHQINVESCO EXCHANGE TRADED FD T | $2.6M |
PAYXPAYCHEX INC | $2.6M |
MCDMCDONALDS CORP | $2.5M |
ITWILLINOIS TOOL WKS INC | $2.5M |
DEDEERE & CO | $2.5M |
NFLXNETFLIX INC | $2.5M |
JKHYHENRY JACK & ASSOC INC | $2.4M |
JJACOBS SOLUTIONS INC | $2.3M |
XLISELECT SECTOR SPDR TR | $2.2M |
VRTXVERTEX PHARMACEUTICALS INC | $2.2M |
DDOGDATADOG INC | $2.2M |
JCIJOHNSON CTLS INTL PLC | $2.2M |
XLESELECT SECTOR SPDR TR | $2.1M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $2.1M |
IWSISHARES TR | $2.1M |
ABBVABBVIE INC | $2.1M |
XLCSELECT SECTOR SPDR TR | $2.0M |
CRMSALESFORCE INC | $1.9M |
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