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CIK: 0001539948
Total reported value
$1.4B
$1.4B
234 檔
13.9%
According to the latest 13F quarterly dataset, United Asset Strategies, Inc. managed an equity portfolio of $1.4B at the end of Q1 2025, spanning 234 distinct U.S. exchange-listed positions.
In Q1 2025, United Asset Strategies, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.76% | +1.25% | +4.52% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 3.72% | -0.35% | +0.71% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.65% | +0.54% | +22.84% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | +0.19% | +3.47% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.55% | +0.10% | +1.25% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.84% | +0.35% | +8.25% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.60% | -0.22% | +1.10% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.00% | -0.11% | +2.79% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 1.70% | -0.03% | +3.17% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.68% | -0.11% | +33.26% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.61% | -0.18% | -15.86% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.66% | -13.61% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.58% | -0.30% | -31.61% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.50% | +0.21% | +2.88% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.46% | -0.23% | +2.59% | |
| 16 | CI | THE Cigna Group | Stock-Healthcare | 1.46% | — | +6.25% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.40% | -0.19% | +2.29% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.40% | -0.05% | +1.12% | |
| 19 | MRVL | Marvell Technology Inc | Stock-Tech | 1.39% | +0.02% | NEW | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.33% | -0.01% | +1.14% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.32% | -0.14% | -9.33% | |
| 22 | ECL | Ecolab Inc | Stock-Materials | 1.30% | -0.06% | +1.03% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.30% | +0.06% | -7.01% | |
| 24 | ETR | Entergy CORP | Stock-Utilities | 1.29% | -0.06% | -44.17% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.85% | +0.64% | |
| 26 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.25% | -0.01% | +10.35% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | — | -0.09% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.17% | +0.01% | +2.42% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 1.17% | -0.01% | -3.86% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 1.14% | -0.79% | -3.50% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.07% | +0.12% | +5.01% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 1.07% | -0.17% | +1.54% | |
| 33 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.01% | -0.01% | +3.76% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.02% | -6.79% | |
| 35 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.95% | -0.15% | -1.77% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | -0.71% | +17.38% | |
| 37 | CEG | Constellation Energy | Stock-Utilities | 0.94% | — | +2981.50% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | -0.35% | -28.60% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.92% | +0.04% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.07% | +79.20% | |
| 41 | AIG | American International Group | Stock-Financials | 0.88% | -0.07% | +0.40% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.07% | -6.42% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.86% | -0.50% | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.85% | -0.35% | -4.00% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.85% | +0.07% | +1252.89% | |
| 46 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.83% | +0.11% | +2.60% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.74% | -0.27% | -0.68% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | — | -0.39% | |
| 49 | SYF | Synchrony Financial | Stock-Financials | 0.69% | — | +4.57% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.41% | +2.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | MA | Mastercard Inc - A | — | NEW | New buy |
| 9 | NOW | Servicenow Inc | — | NEW | New buy |
| 10 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 11 | USFR | Wisdomtree Floating Rate Tre | — | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 13 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 14 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 15 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | New buy |
| 16 | CI | THE Cigna Group | — | NEW | New buy |
| 17 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 18 | WM | Waste Management Inc | — | NEW | New buy |
| 19 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 20 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 21 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 22 | ECL | Ecolab Inc | — | NEW | New buy |
| 23 | BAC | Bank Of America CORP | — | NEW | New buy |
| 24 | ETR | Entergy CORP | — | NEW | New buy |
| 25 | CVX | Chevron CORP | — | NEW | New buy |
| 26 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 28 | SBUX | Starbucks CORP | — | NEW | New buy |
| 29 | PM | Philip Morris International | — | NEW | New buy |
| 30 | ADBE | Adobe Inc | — | NEW | New buy |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | New buy |
| 32 | MCK | Mckesson CORP | — | NEW | New buy |
| 33 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 34 | HD | Home Depot Inc | — | NEW | New buy |
| 35 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 36 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 37 | CEG | Constellation Energy | — | NEW | New buy |
| 38 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 39 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 40 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 41 | AIG | American International Group | — | NEW | New buy |
| 42 | AMGN | Amgen Inc | — | NEW | New buy |
| 43 | C | Citigroup Inc | — | NEW | New buy |
| 44 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 45 | MU | Micron Technology Inc | — | NEW | New buy |
| 46 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 47 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 48 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 49 | SYF | Synchrony Financial | — | NEW | New buy |
| 50 | XOM | Exxon Mobil CORP | — | NEW | New buy |
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 2025.
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 AAPL, XLK, NVDA) accounted for 13.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $40.5M
During Q1 2025, United Asset Strategies, Inc.'s top holdings by market value included AAPL (3.8%)、XLK (3.7%)、NVDA (3.6%). The largest single position, AAPL, represented 3.8% of total portfolio value.
In Q1 2025, United Asset Strategies, Inc. made 50 total portfolio adjustments, initiating 50 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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