United Asset Strategies, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationgarden city, NY
- CIK0001539948
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
231 | $1.09B | XLK, AAPL, AMZN, MSFT | 13F-HR | Jan 22, 2025 | 000095012325000460 | ||
237 | $1.07B | XLK, AAPL, MSFT, AMZN | 13F-HR | Oct 28, 2024 | 000095012324009949 | ||
226 | $1.01B | XLK, MSFT, NVDA, AMZN | 13F-HR | Aug 1, 2024 | 000095012324006988 | ||
234 | $1.00B | XLK, MSFT, USFR, AMZN | 13F-HR | Apr 23, 2024 | 000095012324003456 | ||
236 | $890.23M | XLK, MSFT, AAPL, AMZN | 13F-HR | Jan 30, 2024 | 000095012324000485 | ||
230 | $773.51M | XLK, MSFT, AAPL, AMZN | 13F-HR | Nov 7, 2023 | 000095012323009506 | ||
231 | $802.12M | XLK, MSFT, AAPL, AMZN | 13F-HR | Jul 25, 2023 | 000095012323006288 | ||
225 | $757.98M | XLB, MSFT, AAPL, AMZN | RESTATEMENT | Jul 25, 2023 | 000095012323006278 | ||
226 | $717.45M | XLK, MSFT, AAPL, CHV | 13F-HR | Jan 26, 2023 | 000095012323000395 | ||
210 | $650.91M | XLK, AMZN, MSFT, AAPL | 13F-HR | Oct 24, 2022 | 000095012322010416 | ||
207 | $686.21M | XLK, MSFT, AMZN, AAPL | 13F-HR | Aug 15, 2022 | 000095012322009274 | ||
210 | $786.39M | XLK, MSFT, AMZN, AAPL | 13F-HR | Apr 29, 2022 | 000095012322004365 | ||
211 | $839.80M | XLK, MSFT, AMZN, AAPL | 13F-HR | Jan 31, 2022 | 000095012322000668 | ||
207 | $775.52M | XLK, MSFT, AMZN, PANW | 13F-HR | Oct 21, 2021 | 000095012321013377 | ||
204 | $750.16M | XLK, MSFT, AMZN, AAPL | 13F-HR | Jul 19, 2021 | 000095012321008920 | ||
215 | $689.55M | XLK, MSFT, AMZN, DG | 13F-HR | Apr 27, 2021 | 000095012321004975 | ||
200 | $636.15M | XLK, MSFT, GQ9, PANW | 13F-HR | Feb 5, 2021 | 000095012321001073 | ||
194 | $543.73M | XLK, MSFT, GQ9, AAPL | 13F-HR | Nov 3, 2020 | 000095012320010694 | ||
188 | $507.57M | XLK, MSFT, KRE, GQ9 | 13F-HR | Aug 3, 2020 | 000095012320007564 | ||
178 | $403.16M | KRE, XLK, MSFT, GQ9 | 13F-HR | May 8, 2020 | 000095012320004194 | ||
199 | $515.01M | XLK, GQ9, AAPL, MSFT | 13F-HR | Feb 12, 2020 | 000095012320001496 | ||
180 | $456.83M | XLK, USFR, XLP, AAPL | 13F-HR | Nov 1, 2019 | 000095012319009957 | ||
190 | $435.23M | XLK, GQ9, USFR, XLP | 13F-HR | Jul 31, 2019 | 000095012319006828 | ||
200 | $425.59M | XLK, XLP, XLF, GQ9 | 13F-HR | May 2, 2019 | 000095012319003780 | ||
188 | $366.33M | GQ9, XLK, KRE, SH | 13F-HR | Feb 11, 2019 | 000095012319001112 | ||
204 | $424.84M | XLK, XLP, XLF, XLV | 13F-HR | Nov 7, 2018 | 000095012318010683 | ||
193 | $378.42M | XLK, XLP, XLF, XLV | 13F-HR | Aug 7, 2018 | 000095012318007496 | ||
195 | $339.18M | XLK, XLF, XLP, GOOGL | 13F-HR | May 14, 2018 | 000095012318005183 | ||
190 | $373.01M | XLK, XLP, XLI, XLF | 13F-HR | Feb 9, 2018 | 000095012318001220 | ||
121 | $176.37M | TLT, AAPL, WFC, GILD | 13F-HR | Nov 2, 2017 | 000095012317009414 | ||
150 | $337.15M | SPDR SERIES TRUST, XLK, XLF, VGK | 13F-HR | Aug 2, 2017 | 000095012317006581 | ||
146 | $327.97M | SPDR SERIES TRUST, XLK, AAPL, XLF | 13F-HR | May 9, 2017 | 000095012317004113 | ||
148 | $306.59M | SPDR SERIES TRUST, AAPL, XLK, XLF | 13F-HR | Feb 8, 2017 | 000095012317001117 | ||
137 | $285.61M | SPDR SERIES TRUST, XLK, AAPL, XLP | 13F-HR | Nov 4, 2016 | 000095012316021245 | ||
139 | $266.57M | XLK, XLF, XLP, AAPL | 13F-HR | Aug 1, 2016 | 000095012316018650 | ||
126 | $224.19M | XLK, XLF, AAPL, PPL | 13F-HR | May 5, 2016 | 000095012316016242 | ||
137 | $230.47M | XLK, XLF, XLY, XLE | 13F-HR | Feb 9, 2016 | 000095012316013689 | ||
127 | $217.08M | XLF, XLK, XLE, XLY | 13F-HR | Nov 4, 2015 | 000095012315010722 | ||
129 | $223.84M | XLF, XLK, GILD, XLY | 13F-HR | Aug 14, 2015 | 000095012315009176 | ||
115 | $215.60M | XLF, XLK, XLP, XLY | RESTATEMENT | May 15, 2015 | 000095012315006520 | ||
129 | $233.96M | XLF, XLK, XLV, XLP | 13F-HR | Feb 17, 2015 | 000095012315002554 | ||
131 | $223.07M | XLK, XLF, XLY, XLV | 13F-HR | Nov 3, 2014 | 000095012314010808 | ||
120 | $206.85M | XLF, XLK, XLY, XLE | RESTATEMENT | Sep 5, 2014 | 000095012314009595 | ||
100 | $176.51M | TPC, XLK, XLF, XLY | 13F-HR | May 13, 2014 | 000095012314005704 | ||
86 | $145.52M | JNK, J40T, TPC, XLK | 13F-HR | Jan 27, 2014 | 000095012314000613 |