United Asset Strategies, Inc. Q4 2024 Filing

Filed January 22, 2025

Portfolio Value

$1.1B

Holdings

231

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (231 positions)

StockValue
XLKSELECT SECTOR SPDR TR
$44.8M
AAPLAPPLE INC
$43.6M
AMZNAMAZON COM INC
$43.5M
MSFTMICROSOFT CORP
$42.6M
NVDANVIDIA CORPORATION
$39.6M
GOOGLALPHABET INC
$34.6M
METAMETA PLATFORMS INC
$28.1M
MRVLMARVELL TECHNOLOGY INC
$24.3M
NOWSERVICENOW INC
$23.7M
ETRENTERGY CORP NEW
$22.1M
GQ9SPDR GOLD TR
$20.9M
USFRWISDOMTREE TR
$20.6M
MAMASTERCARD INCORPORATED
$20.1M
JPMJPMORGAN CHASE & CO.
$19.4M
PANWPALO ALTO NETWORKS INC
$16.8M
BACBANK AMERICA CORP
$15.8M
LMTLOCKHEED MARTIN CORP
$15.3M
KMIKINDER MORGAN INC DEL
$15.0M
VMBSVANGUARD SCOTTSDALE FDS
$15.0M
PHPARKER-HANNIFIN CORP
$14.8M
ADBEADOBE INC
$14.8M
TMOTHERMO FISHER SCIENTIFIC INC
$14.2M
SCHWSCHWAB CHARLES CORP
$13.9M
SPYMSPDR SER TR
$13.9M
WMWASTE MGMT INC DEL
$13.0M
ECLECOLAB INC
$12.8M
EWEDWARDS LIFESCIENCES CORP
$12.4M
CITHE CIGNA GROUP
$12.4M
HDHOME DEPOT INC
$12.2M
SPSMSPDR SER TR
$12.1M
CVXCHEVRON CORP NEW
$11.9M
SBUXSTARBUCKS CORP
$11.4M
XLVSELECT SECTOR SPDR TR
$11.0M
CLCOLGATE PALMOLIVE CO
$10.1M
4I1PHILIP MORRIS INTL INC
$9.9M
MCKMCKESSON CORP
$9.6M
MRKMERCK & CO INC
$9.6M
XLFSELECT SECTOR SPDR TR
$9.3M
TERTERADYNE INC
$8.8M
SYFSYNCHRONY FINANCIAL
$8.8M
TMUST-MOBILE US INC
$8.6M
AMGNAMGEN INC
$8.4M
AIGAMERICAN INTL GROUP INC
$7.9M
MNSTMONSTER BEVERAGE CORP NEW
$7.8M
XLFISELECT SECTOR SPDR TR
$7.7M
IVEISHARES TR
$7.7M
DISDISNEY WALT CO
$6.8M
OZBELPOINTE PREP LLC
$6.7M
XOMEXXON MOBIL CORP
$6.5M
OREALTY INCOME CORP
$6.0M
LNGCHENIERE ENERGY INC
$5.7M
CLXCLOROX CO DEL
$5.4M
RPVINVESCO EXCHANGE TRADED FD T
$5.3M
APDAIR PRODS & CHEMS INC
$5.2M
RTXRTX CORPORATION
$5.0M
VVISA INC
$4.8M
JNJJOHNSON & JOHNSON
$4.8M
TSLATESLA INC
$4.6M
JJACOBS SOLUTIONS INC
$4.6M
HONHONEYWELL INTL INC
$4.3M
IWNISHARES TR
$4.3M
VENVENTAS INC
$4.1M
WMBWILLIAMS COS INC
$4.1M
AVGOBROADCOM INC
$3.7M
LPLALPL FINL HLDGS INC
$3.7M
PYPLPAYPAL HLDGS INC
$3.7M
LNTALLIANT ENERGY CORP
$3.5M
FTNTFORTINET INC
$3.5M
LLYELI LILLY & CO
$3.3M
ORCLORACLE CORP
$3.3M
SPMDSPDR SER TR
$3.2M
PGPROCTER AND GAMBLE CO
$3.0M
CSCOCISCO SYS INC
$3.0M
DDOGDATADOG INC
$2.9M
GILDGILEAD SCIENCES INC
$2.8M
UPSUNITED PARCEL SERVICE INC
$2.8M
WFCWELLS FARGO CO NEW
$2.8M
AGGISHARES TR
$2.6M
MCDMCDONALDS CORP
$2.6M
XLESELECT SECTOR SPDR TR
$2.6M
XMHQINVESCO EXCHANGE TRADED FD T
$2.5M
KOCOCA COLA CO
$2.5M
PAYXPAYCHEX INC
$2.5M
SPYSPDR S&P 500 ETF TR
$2.5M
ABBVABBVIE INC
$2.5M
CRMSALESFORCE INC
$2.5M
XLISELECT SECTOR SPDR TR
$2.4M
ITWILLINOIS TOOL WKS INC
$2.4M
KKRKKR & CO INC
$2.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.4M
BACVERIZON COMMUNICATIONS INC
$2.3M
XLBSELECT SECTOR SPDR TR
$2.3M
XLYSELECT SECTOR SPDR TR
$2.3M
XLCSELECT SECTOR SPDR TR
$2.3M
NFLXNETFLIX INC
$2.2M
LULULULULEMON ATHLETICA INC
$2.2M
JCIJOHNSON CTLS INTL PLC
$2.2M
USFDUS FOODS HLDG CORP
$2.1M
IWSISHARES TR
$2.1M
COSTCOSTCO WHSL CORP NEW
$2.1M
Page 1 of 3Next