13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001539948
Total reported value
$1.4B
$1.4B
231 檔
15.1%
As reported in its official Q4 2024 Form 13F filing, United Asset Strategies, Inc.'s tracked investment portfolio stood at $1.4B with 231 total positions.
United Asset Strategies, Inc. executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 4 holdings and trimming 18 positions.
Showing top 200 holdings (of 231 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 4.11% | -0.35% | -0.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.00% | +1.25% | -6.14% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.99% | +0.10% | +1.33% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | +0.19% | +1.86% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.64% | +0.54% | +1.94% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.18% | +0.35% | +1.39% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.58% | -0.22% | +0.01% | |
| 8 | MRVL | Marvell Technology Inc | Stock-Tech | 2.23% | +0.02% | NEW | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.17% | -0.03% | +0.50% | |
| 10 | ETR | Entergy CORP | Stock-Utilities | 2.03% | -0.06% | +98.93% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.92% | -0.30% | +1.08% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.89% | -0.18% | -33.78% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.85% | -0.11% | +1.66% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | -0.66% | -0.69% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.54% | +0.21% | +103.21% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.45% | +0.06% | -0.30% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.41% | -0.35% | +2.44% | |
| 18 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.38% | -0.14% | +0.80% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.38% | -0.23% | +24.18% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.36% | -0.01% | -0.15% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 1.35% | -0.79% | +3.20% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.30% | -0.11% | +4.28% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.28% | -0.19% | +1.34% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | — | -1.61% | |
| 25 | WM | Waste Management Inc | Stock-Industrials | 1.19% | -0.05% | +1.55% | |
| 26 | ECL | Ecolab Inc | Stock-Materials | 1.18% | -0.06% | +0.97% | |
| 27 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.14% | -0.01% | +5.15% | |
| 28 | CI | THE Cigna Group | Stock-Healthcare | 1.14% | — | -6.69% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.02% | +0.39% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.11% | +0.12% | +7.63% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.85% | +2.41% | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.05% | +0.01% | +2.79% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 1.01% | — | +225.33% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.93% | -0.01% | +7.66% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.91% | -0.01% | +0.91% | |
| 36 | MCK | Mckesson CORP | Stock-Healthcare | 0.88% | -0.17% | +3.64% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.71% | +0.40% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.85% | -0.35% | +20.20% | |
| 39 | TER | Teradyne Inc | Stock-Tech | 0.81% | +0.07% | NEW | |
| 40 | SYF | Synchrony Financial | Stock-Financials | 0.81% | — | -1.94% | |
| 41 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.79% | -0.15% | +0.16% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.07% | +2.60% | |
| 43 | AIG | American International Group | Stock-Financials | 0.73% | -0.07% | -17.03% | |
| 44 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.72% | +0.11% | +2.82% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.71% | -0.27% | +0.87% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | — | +1.59% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.05% | +0.84% | |
| 48 | OZ | Belpointe Prep Llc- Class A | Stock-Other | 0.62% | -0.10% | -1.80% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.41% | +0.03% | |
| 50 | O | Realty Income CORP | Stock-Real Estate | 0.55% | -0.64% | +4.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +0.9% | +7.08% | Add |
| 2 | XLV | Ss Health Care Select Sector | +0.7% | +225.33% | Add |
| 3 | AMZN | Amazon.com Inc | +0.6% | +1.33% | Add |
| 4 | LNG | Cheniere Energy Inc | +0.5% | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.39% | Add |
| 6 | NVDA | Nvidia CORP | +0.4% | +1.94% | Add |
| 7 | NOW | Servicenow Inc | +0.3% | +0.50% | Add |
| 8 | KMI | Kinder Morgan, Inc. | +0.3% | +0.80% | Add |
| 9 | ETR | Entergy CORP | +0.2% | +98.93% | Add |
| 10 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +24.18% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.69% | Trim |
| 12 | XLF | Ss Financial Select Sector | +0.2% | +20.20% | Add |
| 13 | DDOG | Datadog Inc - Class A | +0.2% | +133.07% | Add |
| 14 | SYF | Synchrony Financial | +0.2% | -1.94% | Trim |
| 15 | EW | Edwards Lifesciences CORP | +0.2% | +5.15% | Add |
| 16 | SCHW | Schwab (charles) CORP | +0.2% | +1.34% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | -0.99% | Trim |
| 18 | MCK | Mckesson CORP | +0.1% | +3.64% | Add |
| 19 | MA | Mastercard Inc - A | +0.1% | +1.66% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | -0.30% | Trim |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +103.21% | Add |
| 22 | LPLA | Lpl Financial Holdings Inc | +0.1% | -0.22% | Trim |
| 23 | AVGO | Broadcom Inc | +0.1% | +1.40% | Add |
| 24 | DIS | Walt Disney Co/the | +0.1% | +0.84% | Add |
| 25 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 26 | J | Jacobs Solutions Inc | +0.1% | +19.91% | Add |
| 27 | XLK | Ss Technology Select Sector | 0% | -0.71% | Trim |
| 28 | MPWR | Monolithic Power Systems Inc | -0.1% | EXIT | Sold out |
| 29 | NEE | Nextera Energy Inc | -0.1% | -23.06% | Trim |
| 30 | AMTM | Amentum Holdings Inc | -0.1% | EXIT | Sold out |
| 31 | O | Realty Income CORP | -0.1% | +4.32% | Add |
| 32 | CTAS | Cintas CORP | -0.1% | -49.03% | Trim |
| 33 | AMAT | Applied Materials Inc | -0.1% | -28.65% | Trim |
| 34 | MDLZ | Mondelez International Inc-a | -0.1% | -42.87% | Trim |
| 35 | ECL | Ecolab Inc | -0.1% | +0.97% | Add |
| 36 | MRK | Merck & Co. Inc. | -0.1% | +0.40% | Add |
| 37 | SNPS | Synopsys Inc | -0.1% | -57.50% | Trim |
| 38 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | EXIT | Sold out |
| 39 | BNY | Bank Of New York Mellon CORP | -0.2% | EXIT | Sold out |
| 40 | AMGN | Amgen Inc | -0.2% | +2.60% | Add |
| 41 | AIG | American International Group | -0.2% | -17.03% | Trim |
| 42 | ADBE | Adobe Inc | -0.2% | +3.20% | Add |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.2% | +4.28% | Add |
| 44 | LMT | Lockheed Martin CORP | -0.3% | +2.44% | Add |
| 45 | BDX | Becton Dickinson And Co | -0.4% | -84.58% | Trim |
| 46 | CI | THE Cigna Group | -0.4% | -6.69% | Trim |
| 47 | XLB | Ss Materials Select Sector | -0.4% | -60.44% | Trim |
| 48 | JNJ | Johnson & Johnson | -0.5% | -44.79% | Trim |
| 49 | EFA | Ishares Msci Eafe ETF | -0.9% | -87.66% | Trim |
| 50 | USFR | Wisdomtree Floating Rate Tre | -1% | -33.78% | Trim |
According to official SEC Form 13F filings, United Asset Strategies, Inc. reported a total U.S. public equity portfolio value of $1.4B across 231 disclosed positions in Q4 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, AAPL, AMZN) accounted for 15.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
LNG
市值: $5.7M
Top Position Liquidated / Trimmed
BNY
前期市值: $1.8M
During Q4 2024, United Asset Strategies, Inc.'s top holdings by market value included XLK (4.1%)、AAPL (4.0%)、AMZN (4.0%). The largest single position, XLK, represented 4.1% of total portfolio value.
In Q4 2024, United Asset Strategies, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 26 positions, trimming 18 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.