United Asset Strategies, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), United Asset Strategies, Inc. reported 231 stock positions worth $1.1 billion. Its top holding was SS Technology Select Sector (XLK) at 4.1% of the portfolio, followed by Apple (AAPL, 4.0%) and Amazon.com (AMZN, 4.0%). Compared with Q3 2024, it opened 15 new positions, sold out of 21, added to 115 and reduced 87. The biggest buy was Marvell Technology (MRVL, shares +7%) and the biggest sale Wisdomtree Floating Rate Tre (USFR, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- GARDEN CITY, NY
- CIK
- 0001539948
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0000950123-25-000460 ↗ filed Jan 22, 2025
Holdings Value
Holdings 231 stocks · $1.1B
| XLK SS Technology Select Sector | 4.11% | 192,483 | $44.8M | Reduce -0.7% |
| AAPL Apple Inc. | 4.00% | 174,236 | $43.6M | Reduce -6.1% |
| AMZN Amazon.com Inc. | 3.99% | 198,215 | $43.5M | Add +1.3% |
| MSFT Microsoft Corp. | 3.91% | 101,024 | $42.6M | Add +1.9% |
| NVDA Nvidia Corp. | 3.64% | 294,962 | $39.6M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 3.18% | 182,859 | $34.6M | Add +1.4% |
| META Meta Platforms Inc. Class A | 2.58% | 48,033 | $28.1M | Add +0.0% |
| MRVL Marvell Technology Inc. | 2.23% | 219,888 | $24.3M | Add +7.1% |
| NOW ServiceNow Inc. | 2.17% | 22,323 | $23.7M | Add +0.5% |
| ETR Entergy Corp. | 2.03% | 292,129 | $22.1M | Reduce -0.5% |
| GLD SPDR Gold Shares | 1.92% | 86,218 | $20.9M | Add +1.1% |
| USFR Wisdomtree Floating Rate Tre | 1.89% | 408,884 | $20.6M | Reduce -33.8% |
| MA Mastercard Inc. Class A | 1.85% | 38,233 | $20.1M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 1.78% | 80,851 | $19.4M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 1.54% | 92,205 | $16.8M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.45% | 359,802 | $15.8M | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 1.41% | 31,584 | $15.3M | Add +2.4% |
| KMI Kinder Morgan Inc. | 1.38% | 549,186 | $15.0M | Add +0.8% |
| VMBS Vanguard Mortgage-Backed Sec | 1.38% | 330,999 | $15.0M | Add +24.2% |
| PH Parker Hannifin Corp. | 1.36% | 23,235 | $14.8M | Reduce -0.1% |
| ADBE Adobe Inc. | 1.35% | 33,188 | $14.8M | Add +3.2% |
| TMO Thermo Fisher Scientific Inc. | 1.30% | 27,269 | $14.2M | Add +4.3% |
| SCHW Schwab (charles) Corp. | 1.28% | 188,239 | $13.9M | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.28% | 201,623 | $13.9M | Reduce -1.6% |
| WM Waste Management Inc. | 1.19% | 64,259 | $13.0M | Add +1.6% |
| ECL Ecolab Inc. | 1.18% | 54,690 | $12.8M | Add +1.0% |
| EW Edwards Lifesciences Corp. | 1.14% | 168,159 | $12.4M | Add +5.2% |
| CI The Cigna Group | 1.14% | 44,924 | $12.4M | Reduce -6.7% |
| HD Home Depot Inc. | 1.12% | 31,383 | $12.2M | Add +0.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.11% | 269,044 | $12.1M | Add +7.6% |
| CVX Chevron Corp. | 1.09% | 82,321 | $11.9M | Add +2.4% |
| SBUX Starbucks Corp. | 1.05% | 125,107 | $11.4M | Add +2.8% |
| XLV SS Health Care Select Sector | 1.01% | 80,227 | $11.0M | Add +225.3% |
| CL Colgate-Palmolive Co. | 0.93% | 111,438 | $10.1M | Add +7.7% |
| PM Philip Morris International | 0.91% | 82,317 | $9.9M | Add +0.9% |
| MCK McKesson Corp. | 0.88% | 16,846 | $9.6M | Add +3.6% |
| MRK Merck & Co. Inc. | 0.88% | 96,177 | $9.6M | Add +0.4% |
| XLF SS Financial Select Sector | 0.85% | 191,432 | $9.3M | Add +20.2% |
| TER Teradyne Inc. | 0.81% | 70,151 | $8.8M | Add +6.0% |
| SYF Synchrony Financial | 0.81% | 135,156 | $8.8M | Reduce -1.9% |
| TMUS T-Mobile US Inc. | 0.79% | 39,087 | $8.6M | Add +0.2% |
| AMGN Amgen Inc. | 0.78% | 32,413 | $8.4M | Add +2.6% |
| AIG American International Group | 0.73% | 109,016 | $7.9M | Reduce -17.0% |
| MNST Monster Beverage Corp. | 0.72% | 148,827 | $7.8M | Add +2.8% |
| XLP SS Consumer Staples Sel Sect | 0.71% | 98,529 | $7.7M | Add +0.9% |
| IVE iShares S&P 500 Value ETF | 0.71% | 40,389 | $7.7M | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.62% | 60,793 | $6.8M | Add +0.8% |
| OZ Belpointe Prep LLC Class A | 0.62% | 86,933 | $6.7M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.59% | 59,964 | $6.5M | Add +0.0% |
| O Realty Income Corp. | 0.55% | 113,013 | $6.0M | Add +4.3% |
| LNG Cheniere Energy Inc. | 0.52% | 26,537 | $5.7M | New |
| CLX Clorox Company | 0.49% | 32,989 | $5.4M | Add +1.2% |
| RPV Invesco S&P 500 Pure Value E | 0.49% | 58,785 | $5.3M | Add +1.9% |
| APD Air Products & Chemicals Inc. | 0.47% | 17,828 | $5.2M | Add +1.5% |
| RTX RTX Corp. | 0.46% | 43,279 | $5.0M | Reduce -0.1% |
| V Visa Inc. Class A | 0.44% | 15,270 | $4.8M | Add +2.9% |
| JNJ Johnson & Johnson | 0.44% | 33,230 | $4.8M | Reduce -44.8% |
| TSLA Tesla Inc. | 0.42% | 11,454 | $4.6M | Reduce -1.0% |
| J Jacobs Solutions Inc. | 0.42% | 34,502 | $4.6M | Add +19.9% |
| HON Honeywell International Inc. | 0.40% | 19,226 | $4.3M | Add +1.9% |
| IWN iShares Russell 2000 Value E | 0.40% | 26,219 | $4.3M | Add +2.1% |
| VTR Ventas Inc. | 0.38% | 69,693 | $4.1M | Add +1.9% |
| WMB Williams Cos Inc. | 0.38% | 75,501 | $4.1M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.34% | 16,119 | $3.7M | Add +1.4% |
| LPLA LPL Financial Holdings Inc. | 0.34% | 11,211 | $3.7M | Reduce -0.2% |
| PYPL PayPal Holdings Inc. | 0.34% | 42,803 | $3.7M | Add +9.9% |
| LNT Alliant Energy Corp. | 0.32% | 59,752 | $3.5M | Add +0.5% |
| FTNT Fortinet Inc. | 0.32% | 37,012 | $3.5M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.30% | 4,304 | $3.3M | Add +3.9% |
| ORCL Oracle Corp. | 0.30% | 19,749 | $3.3M | Add +1.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.30% | 59,301 | $3.2M | Reduce -10.2% |
| PG The Procter & Gamble Co. | 0.27% | 17,699 | $3.0M | Reduce -3.8% |
| CSCO Cisco Systems Inc. | 0.27% | 50,053 | $3.0M | Add +3.1% |
| DDOG Datadog Inc. Class A | 0.27% | 20,328 | $2.9M | Add +133.1% |
| GILD Gilead Sciences Inc. | 0.26% | 30,790 | $2.8M | Reduce -1.9% |
| UPS United Parcel Service Class B | 0.26% | 22,274 | $2.8M | Add +21.8% |
| WFC Wells Fargo & Co. | 0.26% | 39,648 | $2.8M | Reduce -0.9% |
| AGG iShares Core U.S. Aggregate | 0.24% | 27,305 | $2.6M | Reduce -6.2% |
| MCD McDonald's Corp. | 0.24% | 8,928 | $2.6M | Add +0.9% |
| XLE SS Energy Select Sector | 0.23% | 29,804 | $2.6M | Add +31.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.23% | 25,845 | $2.5M | Add +45.5% |
| KO The Coca-Cola Co. | 0.23% | 40,866 | $2.5M | Add +7.5% |
| PAYX Paychex Inc. | 0.23% | 17,675 | $2.5M | Add +3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 4,210 | $2.5M | Reduce -21.8% |
| ABBV Abbvie Inc. | 0.23% | 13,839 | $2.5M | Reduce -0.7% |
| CRM Salesforce Inc. | 0.23% | 7,351 | $2.5M | Add +0.7% |
| XLI SS Industrial Select Sector | 0.22% | 18,531 | $2.4M | Reduce -15.4% |
| ITW Illinois Tool Works | 0.22% | 9,624 | $2.4M | Add +4.7% |
| KKR KKR & Co. Inc. | 0.22% | 16,367 | $2.4M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 5,220 | $2.4M | Reduce -1.1% |
| VZ Verizon Communications Inc. | 0.21% | 58,323 | $2.3M | Reduce -2.1% |
| XLB SS Materials Select Sector | 0.21% | 27,555 | $2.3M | Reduce -60.4% |
| XLY SS Consumer Disc Select Sect | 0.21% | 10,085 | $2.3M | Reduce -3.5% |
| XLC SS Comm Select Sector SPDR | 0.21% | 23,258 | $2.3M | Reduce -1.8% |
| NFLX Netflix Inc. | 0.21% | 2,517 | $2.2M | Add +2.6% |
| LULU Lululemon Athletica Inc. | 0.20% | 5,739 | $2.2M | Add +2.1% |
| JCI Johnson Controls Internation | 0.20% | 27,643 | $2.2M | Reduce -0.2% |
| USFD US Foods Holding Corp. | 0.20% | 31,541 | $2.1M | Reduce -0.6% |
| IWS iShares Russell Mid-Cap Valu | 0.19% | 16,352 | $2.1M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.19% | 2,260 | $2.1M | Add +2.7% |
Portfolio Sells Q3 2024 → Q4 2024
| USFR Wisdomtree Floating Rate Tre | Reduce -33.8% | 1.89% | −1.00 |
| EFA iShares MSCI Eafe ETF | Reduce -87.7% | 0.11% | −0.91 |
| JNJ Johnson & Johnson | Reduce -44.8% | 0.44% | −0.47 |
| CI The Cigna Group | Reduce -6.7% | 1.14% | −0.41 |
| XLB SS Materials Select Sector | Reduce -60.4% | 0.21% | −0.41 |
| BDX Becton Dickinson and Co. | Reduce -84.6% | 0.06% | −0.37 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.17 |
| AIG American International Group | Reduce -17.0% | 0.73% | −0.17 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.16 |
| SNPS Synopsys Inc. | Reduce -57.5% | 0.09% | −0.14 |
| CTAS Cintas Corp. | Reduce -49.0% | 0.09% | −0.11 |
| AMAT Applied Materials Inc. | Reduce -28.6% | 0.13% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -42.9% | 0.08% | −0.10 |
| AMTM Amentum Holdings Inc. | Sold out | 0.00% | −0.09 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -23.1% | 0.15% | −0.08 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -25.0% | 0.16% | −0.08 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.06 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.8% | 0.23% | −0.06 |
| XLI SS Industrial Select Sector | Reduce -15.4% | 0.22% | −0.05 |
| AGZ iShares Agency Bond ETF | Reduce -36.9% | 0.07% | −0.04 |
| BAB Invesco Taxable Municipal Bo | Reduce -13.9% | 0.17% | −0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -10.2% | 0.30% | −0.04 |
| ES Eversource Energy | Sold out | 0.00% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -2.1% | 0.21% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -6.2% | 0.24% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.23% | −0.03 |
| BA The Boeing Co. | Reduce -66.6% | 0.02% | −0.03 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.03 |
| RTX RTX Corp. | Reduce -0.1% | 0.46% | −0.03 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -39.6% | 0.04% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.03 |
| HUMA Humacyte Inc. | Reduce -15.6% | 0.09% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -3.8% | 0.27% | −0.02 |
| AAPL Apple Inc. | Reduce -6.1% | 4.00% | −0.02 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -2.7% | 0.10% | −0.02 |
| QCLN First Trust Nasdaq Clean Edg | Sold out | 0.00% | −0.02 |
| KCE SS SPDR S&P Cap MKTS ETF | Sold out | 0.00% | −0.02 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.02 |
| CVS CVS Health Corp. | Reduce -11.8% | 0.03% | −0.02 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.02 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.02 |
| PPA Invesco Aerospace & Defense | Reduce -43.5% | 0.02% | −0.02 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.02 |
| CCI Crown Castle Inc. | Reduce -6.9% | 0.04% | −0.02 |
| GPC Genuine Parts Co. | Reduce -7.6% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| MRVL Marvell Technology Inc. | Add +7.1% | 2.23% | +0.85 |
| XLV SS Health Care Select Sector | Add +225.3% | 1.01% | +0.66 |
| AMZN Amazon.com Inc. | Add +1.3% | 3.99% | +0.60 |
| LNG Cheniere Energy Inc. | New | 0.52% | +0.52 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 3.18% | +0.39 |
| NVDA Nvidia Corp. | Add +1.9% | 3.64% | +0.36 |
| NOW ServiceNow Inc. | Add +0.5% | 2.17% | +0.32 |
| KMI Kinder Morgan Inc. | Add +0.8% | 1.38% | +0.26 |
| VMBS Vanguard Mortgage-Backed Sec | Add +24.2% | 1.38% | +0.21 |
| XLF SS Financial Select Sector | Add +20.2% | 0.85% | +0.18 |
| DDOG Datadog Inc. Class A | Add +133.1% | 0.27% | +0.17 |
| EW Edwards Lifesciences Corp. | Add +5.2% | 1.14% | +0.16 |
| SCHW Schwab (charles) Corp. | Add +1.3% | 1.28% | +0.16 |
| MCK McKesson Corp. | Add +3.6% | 0.88% | +0.13 |
| MA Mastercard Inc. Class A | Add +1.7% | 1.85% | +0.12 |
| PANW Palo Alto Networks Inc. | Add +1.6% | 1.54% | +0.10 |
| AVGO Broadcom Inc. | Add +1.4% | 0.34% | +0.09 |
| DIS The Walt Disney Co. | Add +0.8% | 0.62% | +0.08 |
| MELI MercadoLibre Inc. | New | 0.08% | +0.08 |
| MBS Angel Oak Mortg-Bcked SE ETF | New | 0.08% | +0.08 |
| J Jacobs Solutions Inc. | Add +19.9% | 0.42% | +0.07 |
| SLB SLB Ltd. | New | 0.07% | +0.07 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +45.5% | 0.23% | +0.06 |
| V Visa Inc. Class A | Add +2.9% | 0.44% | +0.06 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| EQIX Equinix Inc. | New | 0.06% | +0.06 |
| LULU Lululemon Athletica Inc. | Add +2.1% | 0.20% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.06% | +0.06 |
| FTNT Fortinet Inc. | Add +0.0% | 0.32% | +0.05 |
| PYPL PayPal Holdings Inc. | Add +9.9% | 0.34% | +0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +7.6% | 1.11% | +0.05 |
| XLE SS Energy Select Sector | Add +31.2% | 0.23% | +0.05 |
| NFLX Netflix Inc. | Add +2.6% | 0.21% | +0.04 |
| TMUS T-Mobile US Inc. | Add +0.2% | 0.79% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | New | 0.04% | +0.04 |
| CRM Salesforce Inc. | Add +0.7% | 0.23% | +0.04 |
| IYR iShares US Real Estate ETF | New | 0.04% | +0.04 |
| HON Honeywell International Inc. | Add +1.9% | 0.40% | +0.04 |
| COP Conocophillips | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +3.1% | 0.27% | +0.03 |
| TTWO Take-Two Interactive Softwre | Add +2.5% | 0.18% | +0.03 |
| IWM iShares Russell 2000 ETF | New | 0.03% | +0.03 |
| ARKF ARK Blockchain & Fintech Inn | Add +3.9% | 0.12% | +0.03 |
| UPS United Parcel Service Class B | Add +21.8% | 0.26% | +0.03 |
| GLDM SPDR Gold Minishares Trust | New | 0.02% | +0.02 |
| VST Vistra Corp. | Add +3.7% | 0.14% | +0.02 |
| NJR New Jersey Resources Corp. | New | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.0% | 2.58% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +3.5% | 0.17% | +0.02 |
| JMBS Janus Henderson Mortg Backed | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 259 | $1.4B | NVDA, AAPL, GOOGL, AMZN, MSFT |
| Q1 2026 | 256 | $1.3B | NVDA, GOOGL, AAPL, AMZN, MSFT |
| Q4 2025 | 262 | $1.3B | NVDA, GOOGL, AAPL, AMZN, MSFT |
| Q3 2025 | 250 | $1.2B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q2 2025 | 239 | $1.2B | NVDA, MSFT, AMZN, AAPL, GOOGL |
| Q1 2025 | 234 | $1.1B | AAPL, XLK, NVDA, MSFT, AMZN |
| Q4 2024 | 231 | $1.1B | XLK, AAPL, AMZN, MSFT, NVDA |
| Q3 2024 | 237 | $1.1B | XLK, AAPL, MSFT, AMZN, NVDA |
| Q2 2024 | 226 | $1.0B | XLK, MSFT, NVDA, AMZN, AAPL |
| Q1 2024 | 234 | $1.0B | XLK, MSFT, USFR, AMZN, NVDA |