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)

#	Stock	Shares	Value	% Portfolio
201	ARKBARK 21SHARES BITCOIN ETF	3,505	$327K	0.03%
202	VOOVANGUARD INDEX FDS	584	$315K	0.03%
203	DUKDUKE ENERGY CORP NEW	2,807	$302K	0.03%
204	IWMISHARES TR	1,329	$294K	0.03%
205	COFCAPITAL ONE FINL CORP	1,555	$277K	0.03%
206	ESGDISHARES TR	3,622	$276K	0.03%
207	ATRAPTARGROUP INC	1,750	$275K	0.03%
208	ESMLISHARES TR	6,492	$273K	0.03%
209	IVWISHARES TR	2,672	$271K	0.02%
210	HIGHARTFORD FINL SVCS GROUP INC	2,470	$270K	0.02%
211	SCHXSCHWAB STRATEGIC TR	11,592	$269K	0.02%
212	AEPAMERICAN ELEC PWR CO INC	2,866	$264K	0.02%
213	ITOTISHARES TR	2,045	$263K	0.02%
214	PPAINVESCO EXCHANGE TRADED FD T	2,271	$261K	0.02%
215	TJXTJX COS INC NEW	2,123	$256K	0.02%
216	GLDMWORLD GOLD TR	4,836	$251K	0.02%
217	TAT&T INC	10,971	$250K	0.02%
218	SMHVANECK ETF TRUST	1,021	$247K	0.02%
219	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,246	$246K	0.02%
220	EEMISHARES TR	5,650	$236K	0.02%
221	UNPUNION PAC CORP	1,030	$235K	0.02%
222	EVRGEVERGY INC	3,768	$232K	0.02%
223	NJRNEW JERSEY RES CORP	4,872	$227K	0.02%
224	IVVISHARES TR	375	$221K	0.02%
225	BPBP PLC	7,295	$216K	0.02%
226	AQLTISHARES TR	1,592	$209K	0.02%
227	BABOEING CO	1,157	$205K	0.02%
228	JMBSJANUS DETROIT STR TR	4,545	$201K	0.02%
229	REEREE AUTOMOTIVE LTD	13,333	$118K	0.01%
230	SLGGEURSUPER LEAGUE ENTERPRISE INC	40,000	$25K	0.00%
231	MVISMICROVISION INC DEL	10,300	$13K	0.00%

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