United Asset Strategies, Inc. Top Holdings and 13F Report (2025) About United Asset Strategies, Inc.Investment ActivityUnited Asset Strategies, Inc. has $1.09 billion in total holdings as of December 31, 2024.United Asset Strategies, Inc. owns shares of 231 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 5.90% of the portfolio was purchased this quarter.About 5.27% of the portfolio was sold this quarter.This quarter, United Asset Strategies, Inc. has purchased 237 new stocks and bought additional shares in 118 stocks.United Asset Strategies, Inc. sold shares of 85 stocks and completely divested from 21 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $44,756,083Apple $43,632,099Amazon.com $43,486,483Microsoft $42,581,669NVIDIA $39,610,491 Largest New Holdings this Quarter CHENIERE ENERGY INC $5,702,005 HoldingMercadoLibre $850,220 HoldingANGEL OAK FUNDS TRUST $818,734 HoldingSchlumberger $713,455 HoldingMicron Technology $654,850 Holding Largest Purchases this Quarter Entergy 145,280 shares (about $11.02M)Palo Alto Networks 46,830 shares (about $8.52M)Health Care Select Sector SPDR Fund 55,567 shares (about $7.64M)CHENIERE ENERGY INC 26,537 shares (about $5.70M)Vanguard Mortgage-Backed Securities ETF 64,441 shares (about $2.92M) Largest Sales this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 208,581 shares (about $10.50M)iShares MSCI EAFE ETF 115,251 shares (about $8.71M)Johnson & Johnson 26,962 shares (about $3.90M)Becton, Dickinson and Company 16,400 shares (about $3.72M)Materials Select Sector SPDR Fund 42,103 shares (about $3.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnited Asset Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$44,756,083$318,552 ▼-0.7%192,4834.1%ETFAAPLApple$43,632,099$2,856,536 ▼-6.1%174,2364.0%Computer and TechnologyAMZNAmazon.com$43,486,483$570,196 ▲1.3%198,2154.0%Retail/WholesaleMSFTMicrosoft$42,581,669$778,511 ▲1.9%101,0243.9%Computer and TechnologyNVDANVIDIA$39,610,491$753,099 ▲1.9%294,9623.6%Computer and TechnologyGOOGLAlphabet$34,615,231$475,711 ▲1.4%182,8593.2%Computer and TechnologyMETAMeta Platforms$28,123,745$2,928 ▲0.0%48,0332.6%Computer and TechnologyMRVLMarvell Technology$24,286,616$1,606,715 ▲7.1%219,8882.2%Computer and TechnologyNOWServiceNow$23,665,482$116,615 ▲0.5%22,3232.2%Computer and TechnologyETREntergy$22,149,220$11,015,129 ▲98.9%292,1292.0%UtilitiesGLDSPDR Gold Shares$20,875,942$223,244 ▲1.1%86,2181.9%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$20,575,066$10,495,808 ▼-33.8%408,8841.9%FinanceMAMastercard$20,132,089$328,575 ▲1.7%38,2331.8%Business ServicesJPMJPMorgan Chase & Co.$19,380,902$133,759 ▼-0.7%80,8511.8%FinancePANWPalo Alto Networks$16,777,614$8,521,183 ▲103.2%92,2051.5%Computer and TechnologyBACBank of America$15,813,298$48,257 ▼-0.3%359,8021.5%FinanceLMTLockheed Martin$15,347,935$364,941 ▲2.4%31,5841.4%AerospaceKMIKinder Morgan$15,047,687$118,998 ▲0.8%549,1861.4%Oils/EnergyVMBSVanguard Mortgage-Backed Securities ETF$15,007,474$2,921,751 ▲24.2%330,9991.4%ETFPHParker-Hannifin$14,777,865$21,625 ▼-0.1%23,2351.4%Industrial ProductsADBEAdobe$14,758,003$458,019 ▲3.2%33,1881.4%Computer and TechnologyTMOThermo Fisher Scientific$14,186,332$581,625 ▲4.3%27,2691.3%MedicalSCHWCharles Schwab$13,931,590$184,803 ▲1.3%188,2391.3%FinanceSPLGSPDR Portfolio S&P 500 ETF$13,899,869$227,157 ▼-1.6%201,6231.3%ETFWMWaste Management$12,966,883$197,755 ▲1.5%64,2591.2%Business ServicesECLEcolab$12,815,044$123,722 ▲1.0%54,6901.2%Basic MaterialsEWEdwards Lifesciences$12,448,811$610,155 ▲5.2%168,1591.1%MedicalCIThe Cigna Group$12,405,393$889,453 ▼-6.7%44,9241.1%MedicalHDHome Depot$12,207,665$47,457 ▲0.4%31,3831.1%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$12,085,457$856,759 ▲7.6%269,0441.1%ETFCVXChevron$11,923,437$281,136 ▲2.4%82,3211.1%Oils/EnergySBUXStarbucks$11,415,971$310,340 ▲2.8%125,1071.0%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$11,036,779$7,644,318 ▲225.3%80,2271.0%ETFCLColgate-Palmolive$10,130,841$720,372 ▲7.7%111,4380.9%Consumer StaplesPMPhilip Morris International$9,906,824$89,661 ▲0.9%82,3170.9%Consumer StaplesMCKMcKesson$9,600,693$337,386 ▲3.6%16,8460.9%MedicalMRKMerck & Co., Inc.$9,567,717$37,902 ▲0.4%96,1770.9%MedicalXLFFinancial Select Sector SPDR Fund$9,251,902$1,554,630 ▲20.2%191,4320.8%ETFTERTeradyne$8,833,449$496,505 ▲6.0%70,1510.8%Computer and TechnologySYFSynchrony Financial$8,785,116$173,355 ▼-1.9%135,1560.8%FinanceTMUST-Mobile US$8,627,754$13,685 ▲0.2%39,0870.8%Computer and TechnologyAMGNAmgen$8,448,009$213,722 ▲2.6%32,4130.8%MedicalAIGAmerican International Group$7,936,339$1,628,822 ▼-17.0%109,0160.7%FinanceMNSTMonster Beverage$7,822,347$214,865 ▲2.8%148,8270.7%Consumer StaplesXLPConsumer Staples Select Sector SPDR Fund$7,745,347$66,976 ▲0.9%98,5290.7%ETFIVEiShares S&P 500 Value ETF$7,709,472$120,446 ▲1.6%40,3890.7%ETFDISWalt Disney$6,769,311$56,455 ▲0.8%60,7930.6%Consumer DiscretionaryBELPOINTE PREP LLC$6,728,614$123,685 ▼-1.8%86,9330.6%UNIT RP LTD LB AXOMExxon Mobil$6,450,298$2,044 ▲0.0%59,9640.6%Oils/EnergyORealty Income$6,036,014$250,225 ▲4.3%113,0130.6%FinanceCHENIERE ENERGY INC$5,702,005$5,702,005 ▲New Holding26,5370.5%COM NEWCLXClorox$5,357,821$65,290 ▲1.2%32,9890.5%Consumer StaplesRPVInvesco S&P 500 Pure Value ETF$5,302,970$100,945 ▲1.9%58,7850.5%ETFAPDAir Products and Chemicals$5,170,970$75,122 ▲1.5%17,8280.5%Basic MaterialsRTXRTX$5,008,218$6,596 ▼-0.1%43,2790.5%AerospaceVVisa$4,825,943$133,685 ▲2.8%15,2700.4%Business ServicesJNJJohnson & Johnson$4,805,758$3,899,273 ▼-44.8%33,2300.4%MedicalTSLATesla$4,625,527$46,441 ▼-1.0%11,4540.4%Auto/Tires/TrucksJJacobs Solutions$4,610,180$765,379 ▲19.9%34,5020.4%Business ServicesHONHoneywell International$4,342,943$80,191 ▲1.9%19,2260.4%Multi-Sector ConglomeratesIWNiShares Russell 2000 Value ETF$4,304,300$87,829 ▲2.1%26,2190.4%ETFVTRVentas$4,104,213$76,498 ▲1.9%69,6930.4%FinanceWMBWilliams Companies$4,086,126$50,440 ▼-1.2%75,5010.4%Oils/EnergyAVGOBroadcom$3,736,958$51,699 ▲1.4%16,1190.3%Computer and TechnologyLPLALPL Financial$3,660,534$8,163 ▼-0.2%11,2110.3%FinancePYPLPayPal$3,653,236$329,110 ▲9.9%42,8030.3%Computer and TechnologyLNTAlliant Energy$3,533,743$16,559 ▲0.5%59,7520.3%UtilitiesFTNTFortinet$3,496,894$1,134 ▲0.0%37,0120.3%Computer and TechnologyLLYEli Lilly and Company$3,322,509$124,285 ▲3.9%4,3040.3%MedicalORCLOracle$3,290,902$41,326 ▲1.3%19,7490.3%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,243,186$366,917 ▼-10.2%59,3010.3%ETFPGProcter & Gamble$2,967,314$117,526 ▼-3.8%17,6990.3%Consumer StaplesCSCOCisco Systems$2,963,157$88,445 ▲3.1%50,0530.3%Computer and TechnologyDDOGDatadog$2,904,668$1,658,381 ▲133.1%20,3280.3%Computer and TechnologyGILDGilead Sciences$2,844,096$54,314 ▼-1.9%30,7900.3%MedicalUPSUnited Parcel Service$2,808,730$501,874 ▲21.8%22,2740.3%TransportationWFCWells Fargo & Company$2,784,910$24,233 ▼-0.9%39,6480.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,645,880$173,937 ▼-6.2%27,3050.2%FinanceMCDMcDonald's$2,588,127$23,481 ▲0.9%8,9280.2%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$2,553,011$606,987 ▲31.2%29,8040.2%ETFXMHQInvesco S&P MidCap Quality ETF$2,544,957$795,933 ▲45.5%25,8450.2%ETFKOCoca-Cola$2,544,295$178,249 ▲7.5%40,8660.2%Consumer StaplesPAYXPaychex$2,478,425$80,768 ▲3.4%17,6750.2%Business ServicesSPYSPDR S&P 500 ETF Trust$2,467,655$688,716 ▼-21.8%4,2100.2%FinanceABBVAbbVie$2,459,236$18,126 ▼-0.7%13,8390.2%MedicalCRMSalesforce$2,457,688$16,717 ▲0.7%7,3510.2%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$2,441,594$444,813 ▼-15.4%18,5310.2%ETFITWIllinois Tool Works$2,440,266$110,045 ▲4.7%9,6240.2%Industrial ProductsKKRKKR & Co. Inc.$2,420,886$105,314 ▼-4.2%16,3670.2%FinanceBRK.BBerkshire Hathaway$2,366,122$25,384 ▼-1.1%5,2200.2%FinanceVZVerizon Communications$2,332,354$49,428 ▼-2.1%58,3230.2%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$2,318,493$3,542,570 ▼-60.4%27,5550.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,262,515$80,764 ▼-3.4%10,0850.2%FinanceXLCCommunication Services Select Sector SPDR Fund$2,251,614$42,112 ▼-1.8%23,2580.2%ETFNFLXNetflix$2,243,452$57,044 ▲2.6%2,5170.2%Consumer DiscretionaryLULULululemon Athletica$2,194,651$44,742 ▲2.1%5,7390.2%Consumer DiscretionaryJCIJohnson Controls International$2,181,894$4,104 ▼-0.2%27,6430.2%ConstructionUSFDUS Foods$2,127,756$13,290 ▼-0.6%31,5410.2%Consumer StaplesIWSiShares Russell Mid-Cap Value ETF$2,115,017$25,222 ▲1.2%16,3520.2%ETFCOSTCostco Wholesale$2,070,993$54,066 ▲2.7%2,2600.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. 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