United Asset Strategies, Inc. Q3 2024 Filing

Filed October 28, 2024

Portfolio Value

$1.1B

Holdings

237

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (237 positions)

StockValue
CDNSCADENCE DESIGN SYSTEM INC
$1.0M
VSTVISTRA CORP
$1.0M
USFDUS FOODS HLDG CORP
$1.0M
FISFIDELITY NATL INFORMATION SV
$1.0M
AXPAMERICAN EXPRESS CO
$1.0M
TROWPRICE T ROWE GROUP INC
$1.0M
DDOGDATADOG INC
$1.0M
COSTCOSTCO WHSL CORP NEW
$1.0M
IAU*ISHARES GOLD TR
$1.0M
MDLZMONDELEZ INTL INC
$1.0M
IEFISHARES TR
$1.0M
WMTWALMART INC
$1.0M
ACNACCENTURE PLC IRELAND
$1.0M
HUMAHUMACYTE INC
$1.0M
ISRGINTUITIVE SURGICAL INC
$1.0M
CPRTCOPART INC
$1.0M
CHRWC H ROBINSON WORLDWIDE INC
$1.0M
ARKFARK ETF TR
$1.0M
VRTXVERTEX PHARMACEUTICALS INC
$1.0M
LOWLOWES COS INC
$1.0M
LULULULULEMON ATHLETICA INC
$1.0M
DASHDOORDASH INC
$1.0M
SPGIS&P GLOBAL INC
$1.0M
XLESELECT SECTOR SPDR TR
$1.0M
NDQINVESCO QQQ TR
$1.0M
PNRPENTAIR PLC
$1.0M
AGZISHARES TR
$1.0M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$1.0M
XMHQINVESCO EXCHANGE TRADED FD T
$1.0M
SMDVPROSHARES TR
$1.0M
NFLXNETFLIX INC
$1.0M
BKBANK NEW YORK MELLON CORP
$1.0M
CRMSALESFORCE INC
$1.0M
NKENIKE INC
$1.0M
DDOMINION ENERGY INC
$974K
BKNGBOOKING HOLDINGS INC
$944K
VMCVULCAN MATLS CO
$938K
PFEPFIZER INC
$934K
AMTMAMENTUM HOLDINGS INC
$928K
GDGENERAL DYNAMICS CORP
$911K
METMETLIFE INC
$892K
MPWRMONOLITHIC PWR SYS INC
$887K
CBCHUBB LIMITED
$876K
CATCATERPILLAR INC
$875K
MMM3M CO
$866K
ENPHENPHASE ENERGY INC
$829K
VVVANGUARD INDEX FDS
$801K
AOSSMITH A O CORP
$800K
STIPISHARES TR
$800K
EMREMERSON ELEC CO
$781K
DYHTARGET CORP
$777K
ROSTROSS STORES INC
$772K
KDPKEURIG DR PEPPER INC
$755K
MDTMEDTRONIC PLC
$751K
EOGEOG RES INC
$746K
XLUSELECT SECTOR SPDR TR
$745K
SHYISHARES TR
$743K
WTWWILLIS TOWERS WATSON PLC LTD
$742K
NDSNNORDSON CORP
$738K
IWBISHARES TR
$720K
EDCONSOLIDATED EDISON INC
$705K
XOPSPDR SER TR
$689K
FLOTISHARES TR
$686K
ORLYOREILLY AUTOMOTIVE INC
$666K
ELLAUDER ESTEE COS INC
$660K
GPCGENUINE PARTS CO
$651K
FNFFIDELITY NATIONAL FINANCIAL
$649K
SPEMSPDR INDEX SHS FDS
$644K
TLTISHARES TR
$636K
SBACSBA COMMUNICATIONS CORP NEW
$632K
FCXFREEPORT-MCMORAN INC
$619K
8CWCROWN CASTLE INC
$589K
CVSCVS HEALTH CORP
$580K
CMCSACOMCAST CORP NEW
$574K
IBMINTERNATIONAL BUSINESS MACHS
$549K
SPDWSPDR INDEX SHS FDS
$536K
BABOEING CO
$526K
EPDENTERPRISE PRODS PARTNERS L
$523K
PPAINVESCO EXCHANGE TRADED FD T
$462K
AMDADVANCED MICRO DEVICES INC
$458K
OEFISHARES TR
$455K
SUSLISHARES TR
$446K
PEGPUBLIC SVC ENTERPRISE GRP IN
$428K
ESEVERSOURCE ENERGY
$408K
SCHBSCHWAB STRATEGIC TR
$399K
XLRESELECT SECTOR SPDR TR
$396K
T7DTRANSDIGM GROUP INC
$377K
APLEAPPLE HOSPITALITY REIT INC
$355K
CEGCONSTELLATION ENERGY CORP
$328K
DUKDUKE ENERGY CORP NEW
$327K
ESGDISHARES TR
$325K
HIGHARTFORD FINL SVCS GROUP INC
$324K
AMLPALPS ETF TR
$321K
AEPAMERICAN ELEC PWR CO INC
$308K
IHIISHARES TR
$301K
LVSLAS VEGAS SANDS CORP
$296K
SCHXSCHWAB STRATEGIC TR
$293K
ESMLISHARES TR
$292K
TAT&T INC
$289K
ATRAPTARGROUP INC
$280K
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