United Asset Strategies, Inc.

Q4 2024 13F Holdings

  • Location
    garden city, NY
  • Num holdings

    231

  • Value ($000)

    $1,089,670

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001539948
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$44.76 M
4 %

192,483

AAPL
AAPL

APPLE INC

COM
037833100
$43.63 M
4 %

174,236

AMZN
AMZN

AMAZON COM INC

COM
023135106
$43.49 M
4 %

198,215

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$42.58 M
4 %

101,024

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$39.61 M
4 %

294,962

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$34.62 M
3 %

182,859

META
META

META PLATFORMS INC

CL A
30303M102
$28.12 M
3 %

48,033

MRVL
MRVL

MARVELL TECHNOLOGY INC

COM
573874104
$24.29 M
2 %

219,888

NOW
NOW

SERVICENOW INC

COM
81762P102
$23.67 M
2 %

22,323

ETR
ETR

ENTERGY CORP NEW

COM
29364G103
$22.15 M
2 %

292,129

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