United Asset Strategies, Inc. Top Holdings and 13F Report (2025)

About United Asset Strategies, Inc.

Investment Activity

United Asset Strategies, Inc. has $1.08 billion in total holdings as of March 31, 2025.
United Asset Strategies, Inc. owns shares of 234 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 9.49% of the portfolio was purchased this quarter.
About 6.98% of the portfolio was sold this quarter.
This quarter, United Asset Strategies, Inc. has purchased 231 new stocks and bought additional shares in 112 stocks.
United Asset Strategies, Inc. sold shares of 93 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Apple: $40,453,523
Technology Select Sector SPDR Fund: $40,027,815
NVIDIA: $39,269,179
Microsoft: $39,240,953
Amazon.com: $38,185,563

Largest New Holdings this Quarter

G29183103 - Eaton: $9,945,769 Holding
172967424 - Citigroup: $9,276,438 Holding
244199105 - Deere & Company: $2,495,534 Holding
426281101 - Jack Henry & Associates: $2,376,379 Holding
30040W108 - Eversource Energy: $873,142 Holding

Largest Purchases this Quarter

Eaton: 36,588 shares (about $9.95M)
Constellation Energy: 48,360 shares (about $9.75M)
Citigroup: 130,672 shares (about $9.28M)
Micron Technology: 97,487 shares (about $8.47M)
NVIDIA: 67,367 shares (about $7.30M)

Largest Sales this Quarter

Entergy: 129,044 shares (about $11.03M)
Health Care Select Sector SPDR Fund: 60,369 shares (about $8.81M)
SPDR Gold Shares: 27,256 shares (about $7.85M)
Lockheed Martin: 9,032 shares (about $4.03M)
WisdomTree Bloomberg Floating Rate Treasury Fund: 64,856 shares (about $3.26M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$40,453,523	$1,750,389 ▲	4.5%	182,116	3.8%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$40,027,815	$283,910 ▲	0.7%	193,858	3.7%	ETF
NVDA NVIDIA	$39,269,179	$7,301,228 ▲	22.8%	362,329	3.6%	Computer and Technology
MSFT Microsoft	$39,240,953	$1,317,617 ▲	3.5%	104,534	3.6%	Computer and Technology
AMZN Amazon.com	$38,185,563	$473,177 ▲	1.3%	200,702	3.5%	Retail/Wholesale
GOOGL Alphabet	$30,608,985	$2,331,662 ▲	8.2%	197,937	2.8%	Computer and Technology
META Meta Platforms	$27,988,377	$304,315 ▲	1.1%	48,561	2.6%	Computer and Technology
MA Mastercard	$21,540,062	$583,749 ▲	2.8%	39,298	2.0%	Business Services
NOW ServiceNow	$18,335,661	$563,660 ▲	3.2%	23,031	1.7%	Computer and Technology
TMO Thermo Fisher Scientific	$18,082,040	$4,513,171 ▲	33.3%	36,339	1.7%	Medical
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$17,314,935	$3,264,204 ▼	-15.9%	344,028	1.6%	Finance
JPM JPMorgan Chase & Co.	$17,133,731	$2,699,039 ▼	-13.6%	69,848	1.6%	Finance
GLD SPDR Gold Shares	$16,989,284	$7,853,532 ▼	-31.6%	58,962	1.6%	Finance
PANW Palo Alto Networks	$16,187,062	$453,219 ▲	2.9%	94,861	1.5%	Computer and Technology
VMBS Vanguard Mortgage-Backed Securities ETF	$15,726,046	$397,479 ▲	2.6%	339,582	1.5%	ETF
CI The Cigna Group	$15,703,869	$923,834 ▲	6.3%	47,732	1.5%	Medical
SCHW Charles Schwab	$15,073,437	$338,091 ▲	2.3%	192,558	1.4%	Finance
WM Waste Management	$15,043,238	$166,687 ▲	1.1%	64,979	1.4%	Business Services
MRVL Marvell Technology	$14,980,555	$1,442,033 ▲	10.7%	243,309	1.4%	Computer and Technology
PH Parker-Hannifin	$14,284,927	$161,686 ▲	1.1%	23,501	1.3%	Industrials
KMI Kinder Morgan	$14,206,311	$1,461,963 ▼	-9.3%	497,943	1.3%	Energy
ECL Ecolab	$14,007,397	$142,477 ▲	1.0%	55,252	1.3%	Basic Materials
BAC Bank of America	$13,962,288	$1,052,265 ▼	-7.0%	334,586	1.3%	Finance
ETR Entergy	$13,942,125	$11,031,962 ▼	-44.2%	163,085	1.3%	Utilities
CVX Chevron	$13,859,440	$87,994 ▲	0.6%	82,847	1.3%	Energy
EW Edwards Lifesciences	$13,450,186	$1,262,022 ▲	10.4%	185,571	1.2%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$13,246,568	$12,166 ▼	-0.1%	201,438	1.2%	ETF
SBUX Starbucks	$12,568,319	$296,527 ▲	2.4%	128,130	1.2%	Retail/Wholesale
PM Philip Morris International	$12,561,667	$504,441 ▼	-3.9%	79,139	1.2%	Consumer Staples
ADBE Adobe	$12,283,398	$445,281 ▼	-3.5%	32,027	1.1%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$11,515,629	$549,404 ▲	5.0%	282,523	1.1%	ETF
MCK McKesson	$11,512,200	$174,978 ▲	1.5%	17,106	1.1%	Medical
CL Colgate-Palmolive	$10,833,928	$392,227 ▲	3.8%	115,624	1.0%	Consumer Staples
HD Home Depot	$10,720,624	$780,994 ▼	-6.8%	29,252	1.0%	Retail/Wholesale
TMUS T-Mobile US	$10,240,925	$184,031 ▼	-1.8%	38,397	1.0%	Computer and Technology
MRK Merck & Co., Inc.	$10,132,938	$1,500,072 ▲	17.4%	112,889	0.9%	Medical
CEG Constellation Energy	$10,077,781	$9,750,740 ▲	2,981.5%	49,982	0.9%	Energy
LMT Lockheed Martin	$10,074,388	$4,034,758 ▼	-28.6%	22,552	0.9%	Aerospace
ETN Eaton	$9,945,769	$9,945,769 ▲	New Holding	36,588	0.9%	Industrials
JNJ Johnson & Johnson	$9,875,582	$4,364,732 ▲	79.2%	59,549	0.9%	Medical
AIG American International Group	$9,515,291	$37,471 ▲	0.4%	109,447	0.9%	Finance
AMGN Amgen	$9,450,181	$648,020 ▼	-6.4%	30,333	0.9%	Medical
C Citigroup	$9,276,438	$9,276,438 ▲	New Holding	130,672	0.9%	Finance
XLF Financial Select Sector SPDR Fund	$9,153,776	$381,445 ▼	-4.0%	183,774	0.8%	ETF
MU Micron Technology	$9,146,742	$8,470,651 ▲	1,252.9%	105,268	0.8%	Computer and Technology
MNST Monster Beverage	$8,935,887	$226,531 ▲	2.6%	152,698	0.8%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$7,992,193	$54,637 ▼	-0.7%	97,860	0.7%	ETF
IVE iShares S&P 500 Value ETF	$7,667,336	$29,921 ▼	-0.4%	40,232	0.7%	ETF
SYF Synchrony Financial	$7,481,788	$326,639 ▲	4.6%	141,326	0.7%	Finance
XOM Exxon Mobil	$7,287,687	$156,155 ▲	2.2%	61,277	0.7%	Energy
O Realty Income	$7,148,337	$592,456 ▲	9.0%	123,226	0.7%	Finance
CHENIERE ENERGY INC	$6,388,063	$247,368 ▲	4.0%	27,606	0.6%	COM NEW
TER Teradyne	$6,350,147	$555,652 ▲	9.6%	76,878	0.6%	Computer and Technology
DIS Walt Disney	$6,214,042	$213,784 ▲	3.6%	62,959	0.6%	Consumer Discretionary
BELPOINTE PREP LLC	$5,545,259	$61,920 ▼	-1.1%	85,973	0.5%	UNIT RP LTD LB A
APD Air Products and Chemicals	$5,359,781	$102,041 ▲	1.9%	18,174	0.5%	Basic Materials
CLX Clorox	$5,058,990	$201,293 ▲	4.1%	34,356	0.5%	Consumer Staples
LNT Alliant Energy	$5,043,481	$1,198,451 ▲	31.2%	78,376	0.5%	Utilities
VTR Ventas	$4,866,690	$74,605 ▲	1.6%	70,778	0.5%	Finance
EFV iShares MSCI EAFE Value ETF	$4,665,161	$2,403,515 ▲	106.3%	79,151	0.4%	ETF
V Visa	$4,480,348	$871,257 ▼	-16.3%	12,784	0.4%	Business Services
WMB Williams Companies	$4,356,930	$155,018 ▼	-3.4%	72,907	0.4%	Energy
HON Honeywell International	$4,217,311	$146,111 ▲	3.6%	19,916	0.4%	Multi-Sector Conglomerates
IWN iShares Russell 2000 Value ETF	$4,079,740	$121,236 ▲	3.1%	27,022	0.4%	ETF
PG Procter & Gamble	$3,926,480	$910,214 ▲	30.2%	23,040	0.4%	Consumer Staples
BDX Becton, Dickinson and Company	$3,787,589	$3,102,456 ▲	452.8%	16,535	0.4%	Medical
LPLA LPL Financial	$3,607,418	$60,195 ▼	-1.6%	11,027	0.3%	Finance
TSLA Tesla	$3,553,307	$584,918 ▲	19.7%	13,711	0.3%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$3,449,661	$104,886 ▼	-3.0%	4,177	0.3%	Medical
GILD Gilead Sciences	$3,352,131	$97,933 ▼	-2.8%	29,916	0.3%	Medical
PEP PepsiCo	$3,135,476	$1,277,011 ▲	68.7%	20,912	0.3%	Consumer Staples
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$3,021,217	$13,819 ▼	-0.5%	59,031	0.3%	ETF
PYPL PayPal	$3,002,218	$209,322 ▲	7.5%	46,011	0.3%	Computer and Technology
FTNT Fortinet	$2,961,439	$601,336 ▼	-16.9%	30,765	0.3%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$2,899,398	$8,814,269 ▼	-75.2%	19,858	0.3%	ETF
WFC Wells Fargo & Company	$2,782,052	$64,251 ▼	-2.3%	38,753	0.3%	Finance
VZ Verizon Communications	$2,760,413	$114,896 ▲	4.3%	60,856	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$2,734,266	$45,802 ▼	-1.6%	5,134	0.3%	Finance
RTX RTX	$2,700,713	$3,031,994 ▼	-52.9%	20,389	0.3%	Aerospace
UPS United Parcel Service	$2,658,857	$208,978 ▲	8.5%	24,174	0.2%	Transportation
AGG iShares Core U.S. Aggregate Bond ETF	$2,654,553	$46,493 ▼	-1.7%	26,835	0.2%	Finance
XMHQ Invesco S&P MidCap Quality ETF	$2,572,451	$206,858 ▲	8.7%	28,105	0.2%	ETF
PAYX Paychex	$2,570,005	$156,903 ▼	-5.8%	16,658	0.2%	Business Services
MCD McDonald's	$2,546,009	$242,700 ▼	-8.7%	8,151	0.2%	Retail/Wholesale
ITW Illinois Tool Works	$2,513,417	$126,489 ▲	5.3%	10,134	0.2%	Industrials
DE Deere & Company	$2,495,534	$2,495,534 ▲	New Holding	5,317	0.2%	Industrials
NFLX Netflix	$2,460,947	$113,769 ▲	4.8%	2,639	0.2%	Consumer Discretionary
JKHY Jack Henry & Associates	$2,376,379	$2,376,379 ▲	New Holding	13,014	0.2%	Computer and Technology
J Jacobs Solutions	$2,332,026	$1,839,024 ▼	-44.1%	19,290	0.2%	Business Services
XLI Industrial Select Sector SPDR Fund	$2,249,310	$179,567 ▼	-7.4%	17,161	0.2%	ETF
VRTX Vertex Pharmaceuticals	$2,235,990	$320,466 ▲	16.7%	4,612	0.2%	Medical
DDOG Datadog	$2,231,233	$214,492 ▲	10.6%	22,490	0.2%	Computer and Technology
JCI Johnson Controls International	$2,190,934	$23,552 ▼	-1.1%	27,349	0.2%	Construction
XLE Energy Select Sector SPDR Fund	$2,124,310	$660,880 ▼	-23.7%	22,732	0.2%	ETF
TTWO Take-Two Interactive Software	$2,117,266	$30,673 ▼	-1.4%	10,216	0.2%	Consumer Discretionary
IWS iShares Russell Mid-Cap Value ETF	$2,105,422	$45,600 ▲	2.2%	16,714	0.2%	ETF
ABBV AbbVie	$2,101,107	$798,496 ▼	-27.5%	10,028	0.2%	Medical
XLC Communication Services Select Sector SPDR Fund	$1,988,524	$254,726 ▼	-11.4%	20,617	0.2%	ETF
CRM Salesforce	$1,928,896	$43,741 ▼	-2.2%	7,188	0.2%	Computer and Technology
COST Costco Wholesale	$1,889,069	$248,786 ▼	-11.6%	1,997	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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United Asset Strategies, Inc. Top Holdings and 13F Report (2025)

About United Asset Strategies, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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United Asset Strategies, Inc. Top Holdings and 13F Report (2025)

About United Asset Strategies, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Asset Strategies, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools