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CIK: 0001539948
Total reported value
$1.4B
$1.4B
234 檔
11.9%
In Q1 2024, United Asset Strategies, Inc.'s U.S. equity holdings reached a combined market value of $1.4B, distributed across 234 disclosed stock positions.
During Q1 2024, United Asset Strategies, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 4.19% | -0.35% | -2.15% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.70% | +0.19% | -0.70% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.32% | -0.18% | +112.45% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | +0.10% | -1.71% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.54% | -2.26% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.59% | +1.25% | -2.99% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.35% | +1.33% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | -0.22% | -6.91% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | -0.66% | -2.18% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.83% | +0.12% | +4055.86% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.70% | -0.11% | +2.77% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.69% | -0.30% | +0.92% | |
| 13 | CI | THE Cigna Group | Stock-Healthcare | 1.68% | — | +1.65% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 1.52% | -0.03% | -24.81% | |
| 15 | ETR | Entergy CORP | Stock-Utilities | 1.47% | -0.06% | +3.34% | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 1.45% | -0.06% | +1.47% | |
| 17 | TER | Teradyne Inc | Stock-Tech | 1.44% | +0.07% | NEW | |
| 18 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.44% | -0.01% | +1549.79% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.42% | -0.11% | +4.94% | |
| 20 | MRVL | Marvell Technology Inc | Stock-Tech | 1.37% | +0.02% | NEW | |
| 21 | SNPS | Synopsys Inc | Stock-Tech | 1.36% | -0.01% | +715.48% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.35% | +0.06% | +9.25% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 1.30% | -0.05% | +1.03% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.29% | -0.19% | -5.13% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.85% | +10.42% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | — | +0.46% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 1.26% | -0.01% | +2.21% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.22% | +0.21% | -36.62% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.21% | -0.79% | -19.91% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.19% | -0.71% | -3.40% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.18% | +0.01% | -5.54% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.13% | -0.35% | +7.79% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.02% | +1.93% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.10% | -0.01% | +2.48% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 1.08% | -0.17% | -0.07% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 1.05% | -0.07% | +3.45% | |
| 37 | AIG | American International Group | Stock-Financials | 1.01% | -0.07% | -0.25% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.99% | -0.23% | -20.76% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.91% | -0.01% | +744.33% | |
| 40 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.90% | -0.14% | +9.79% | |
| 41 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.86% | +0.11% | +12.65% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.83% | -0.01% | +32.25% | |
| 43 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.78% | -0.15% | +1.33% | |
| 44 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.76% | — | +8.82% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | — | -4.26% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.73% | -0.35% | -32.47% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.71% | -0.27% | -23.03% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.70% | -0.01% | +7.01% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.69% | -0.05% | +1.08% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.41% | +4.06% |
According to official SEC Form 13F filings, United Asset Strategies, Inc. reported a total U.S. public equity portfolio value of $1.4B across 234 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLK, MSFT, USFR) accounted for 11.9% of total reported equity market value during Q1 2024.
During Q1 2024, United Asset Strategies, Inc.'s top holdings by market value included XLK (4.2%)、MSFT (3.7%)、USFR (3.3%). The largest single position, XLK, represented 4.2% of total portfolio value.
In Q1 2024, United Asset Strategies, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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