Notify me when United Asset Strategies, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 262 | $1,295,479,762 | +$100,209,076 | -$44,295,634 | +$55,913,442 | NVDA, GOOGL, AAPL, AMZN, MSFT | 13F-HR | 28 Jan 2026, 12:11 |
| Q3 2025 | 250 | $1,246,709,421 | +$50,949,984 | -$49,788,761 | +$1,161,223 | NVDA, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 23 Oct 2025, 12:14 |
| Q2 2025 | 239 | $1,171,037,848 | +$132,701,679 | -$137,171,887 | -$4,470,208 | NVDA, MSFT, AMZN, AAPL, GOOGL | 13F-HR | 08 Aug 2025, 08:44 |
| Q1 2025 | 234 | $1,077,054,761 | +$102,237,082 | -$75,135,326 | +$27,101,756 | AAPL, XLK, NVDA, MSFT, AMZN | 13F-HR | 14 May 2025, 11:53 |
| Q4 2024 | 231 | $1,089,669,672 | +$64,238,729 | -$57,450,059 | +$6,788,670 | XLK, AAPL, AMZN, MSFT, NVDA | 13F-HR | 22 Jan 2025, 09:25 |
| Q3 2024 | 237 | $1,073,752,204 | +$80,517,651 | -$58,979,673 | +$21,537,978 | XLK, AAPL, MSFT, AMZN, NVDA | 13F-HR | 28 Oct 2024, 13:24 |
| Q2 2024 | 226 | $1,013,293,147 | +$85,238,045 | -$69,487,462 | +$15,750,583 | XLK, MSFT, NVDA, AMZN, AAPL | 13F-HR | 01 Aug 2024, 15:54 |
| Q1 2024 | 234 | $1,001,347,338 | +$115,564,742 | -$78,579,873 | +$36,984,869 | XLK, MSFT, USFR, AMZN, NVDA | 13F-HR | 23 Apr 2024, 15:11 |
| Q4 2023 | 235 | $890,226,972 | +$94,534,466 | -$61,406,713 | +$33,127,753 | XLK, MSFT, AAPL, AMZN, GOOGL | 13F-HR | 30 Jan 2024, 12:24 |
| Q3 2023 | 229 | $773,512,984 | +$71,341,174 | -$68,233,529 | +$3,107,645 | XLK, MSFT, AAPL, AMZN, GOOGL | 13F-HR | 07 Nov 2023, 17:10 |
| Q2 2023 | 230 | $802,121,473 | +$140,100,852 | -$111,243,458 | +$28,857,394 | XLK, MSFT, AAPL, AMZN, GOOGL | 13F-HR | 25 Jul 2023, 16:32 |
| Q1 2023 | 224 | $668,382,763 | +$98,683,458 | -$123,601,443 | -$24,917,985 | MSFT, AAPL, AMZN, PANW, GOOG | Restatement | 25 Jul 2023, 14:16 |
| Q4 2022 | 225 | $717,447,549 | +$94,508,206 | -$78,894,009 | +$15,614,197 | XLK, MSFT, AAPL, CVX, JPM | 13F-HR | 26 Jan 2023, 16:31 |
| Q3 2022 | 210 | $650,909,000 | +$111,322,017 | -$81,275,627 | +$30,046,390 | XLK, AMZN, MSFT, AAPL, PANW | 13F-HR | 24 Oct 2022, 16:59 |
| Q2 2022 | 207 | $686,214,000 | +$86,831,899 | -$68,982,136 | +$17,849,763 | XLK, MSFT, AMZN, AAPL, GOOGL | 13F-HR | 15 Aug 2022, 13:12 |
| Q1 2022 | 210 | $786,386,000 | +$117,776,312 | -$140,624,345 | -$22,848,033 | XLK, MSFT, AMZN, AAPL, PANW | 13F-HR | 29 Apr 2022, 09:15 |
| Q4 2021 | 211 | $839,788,000 | +$73,021,420 | -$69,674,621 | +$3,346,799 | XLK, MSFT, AMZN, AAPL, PANW | 13F-HR | 31 Jan 2022, 09:29 |
| Q3 2021 | 203 | $775,515,000 | +$76,148,283 | -$51,123,563 | +$25,024,720 | XLK, MSFT, AMZN, PANW, JPM | 13F-HR | 21 Oct 2021, 10:39 |
| Q2 2021 | 202 | $750,155,000 | +$70,275,016 | -$57,391,361 | +$12,883,655 | XLK, MSFT, AMZN, AAPL, GOOGL | 13F-HR | 19 Jul 2021, 12:13 |
| Q1 2021 | 209 | $689,522,000 | +$86,904,338 | -$69,860,220 | +$17,044,118 | XLK, MSFT, AMZN, DG, AMAT | 13F-HR | 27 Apr 2021, 12:54 |
| Q4 2020 | 196 | $636,118,000 | +$105,520,122 | -$68,805,550 | +$36,714,572 | XLK, MSFT, GLD, PANW, AAPL | 13F-HR | 05 Feb 2021, 11:07 |
| Q3 2020 | 189 | $543,710,000 | +$81,092,211 | -$62,003,045 | +$19,089,166 | XLK, MSFT, GLD, AAPL, AMZN | 13F-HR | 03 Nov 2020, 10:22 |
| Q2 2020 | 184 | $507,560,000 | +$84,691,224 | -$46,169,250 | +$38,521,974 | XLK, MSFT, BIL, GLD, AMZN | 13F-HR | 03 Aug 2020, 13:48 |
| Q1 2020 | 173 | $403,151,000 | +$84,739,536 | -$116,221,722 | -$31,482,186 | BIL, XLK, MSFT, GLD, XLP | 13F-HR | 08 May 2020, 15:50 |
| Q4 2019 | 199 | $515,007,000 | +$81,408,413 | -$52,284,847 | +$29,123,566 | XLK, GLD, AAPL, MSFT, USFR | 13F-HR | 11 Feb 2020, 19:13 |
| Q3 2019 | 180 | $456,831,000 | +$59,850,184 | -$43,345,457 | +$16,504,727 | XLK, USFR, XLP, AAPL, MSFT | 13F-HR | 01 Nov 2019, 15:57 |
| Q2 2019 | 190 | $432,798,000 | +$52,678,460 | -$60,378,585 | -$7,700,125 | XLK, GLD, USFR, XLP, XLF | 13F-HR | 31 Jul 2019, 14:24 |
| Q1 2019 | 200 | $425,587,000 | +$77,540,948 | -$54,720,777 | +$22,820,171 | XLK, XLP, XLF, GLD, XLV | 13F-HR | 02 May 2019, 13:09 |
| Q4 2018 | 188 | $366,334,000 | +$86,418,941 | -$96,322,745 | -$9,903,804 | GLD, XLK, BIL, SH, XLP | 13F-HR | 11 Feb 2019, 11:59 |
| Q3 2018 | 204 | $424,637,000 | +$53,602,227 | -$30,204,211 | +$23,398,016 | XLK, XLP, XLF, XLV, AAPL | 13F-HR | 07 Nov 2018, 16:01 |
| Q2 2018 | 193 | $377,022,000 | +$66,521,466 | -$36,876,658 | +$29,644,808 | XLK, XLP, XLF, XLV, GOOGL | 13F-HR | 07 Aug 2018, 15:02 |
| Q1 2018 | 195 | $338,884,000 | +$44,040,665 | -$72,729,500 | -$28,688,835 | XLK, XLF, XLP, GOOGL, XLV | 13F-HR | 14 May 2018, 12:21 |
| Q4 2017 | 190 | $372,701,000 | +$224,311,310 | -$34,219,955 | +$190,091,355 | XLK, XLP, XLI, XLF, XLV | 13F-HR | 09 Feb 2018, 10:58 |
| Q3 2017 | 121 | $176,084,000 | +$32,498,222 | -$196,926,593 | -$164,428,371 | TLT, AAPL, WFC, GILD, DIS | 13F-HR | 02 Nov 2017, 13:02 |
| Q2 2017 | 150 | $336,884,000 | +$31,715,489 | -$28,195,350 | +$3,520,139 | BIL, XLK, XLF, VGK, GOOGL | 13F-HR | 02 Aug 2017, 17:27 |
| Q1 2017 | 146 | $327,721,000 | +$49,804,576 | -$41,367,515 | +$8,437,061 | BIL, XLK, AAPL, XLF, VGK | 13F-HR | 09 May 2017, 12:24 |
| Q4 2016 | 148 | $306,143,000 | +$48,850,433 | -$37,561,570 | +$11,288,863 | BIL, AAPL, XLK, XLF, XOM | 13F-HR | 08 Feb 2017, 15:49 |
| Q3 2016 | 137 | $285,187,000 | +$56,898,399 | -$39,162,514 | +$17,735,885 | BIL, XLK, AAPL, XLP, XLF | 13F-HR | 04 Nov 2016, 16:54 |
| Q2 2016 | 139 | $264,612,000 | +$58,201,854 | -$21,148,340 | +$37,053,514 | XLK, XLF, XLP, AAPL, XOM | 13F-HR | 01 Aug 2016, 17:11 |
| Q1 2016 | 126 | $222,131,000 | +$40,978,131 | -$49,013,076 | -$8,034,945 | XLK, XLF, AAPL, PPL, CVS | 13F-HR | 05 May 2016, 17:07 |
| Q4 2015 | 137 | $228,465,000 | +$30,027,096 | -$22,022,828 | +$8,004,268 | XLK, XLF, XLY, XLE, MA | 13F-HR | 09 Feb 2016, 10:42 |
| Q3 2015 | 127 | $215,299,000 | +$49,942,209 | -$43,729,099 | +$6,213,110 | XLF, XLK, XLE, XLY, KRE | 13F-HR | 04 Nov 2015, 10:38 |
| Q2 2015 | 129 | $221,795,000 | +$25,067,678 | -$14,920,182 | +$10,147,496 | XLF, XLK, GILD, XLY, XLV | 13F-HR | 14 Aug 2015, 10:20 |
| Q1 2015 | 115 | $212,793,000 | +$30,767,626 | -$51,897,339 | -$21,129,713 | XLF, XLK, XLP, XLY, XLI | Restatement | 15 May 2015, 16:45 |
| Q4 2014 | 129 | $229,245,000 | +$51,863,327 | -$47,634,901 | +$4,228,426 | XLF, XLK, XLV, XLP, XLI | 13F-HR | 17 Feb 2015, 12:27 |
| Q3 2014 | 131 | $219,996,000 | +$57,268,686 | -$43,752,648 | +$13,516,038 | XLK, XLF, XLY, XLV, XLI | 13F-HR | 03 Nov 2014, 12:06 |
| Q2 2014 | 120 | $206,855,000 | +$56,976,792 | -$29,184,757 | +$27,792,035 | XLF, XLK, XLY, XLE, KO | Restatement | 05 Sep 2014, 10:55 |
| Q1 2014 | 100 | $173,504,000 | +$86,418,225 | -$60,497,137 | +$25,921,088 | TPC, XLK, XLF, XLY, XLE | 13F-HR | 13 May 2014, 17:26 |
| Q4 2013 | 86 | $145,524,000 | $0 | $0 | $0 | JNK, TBT, TPC, XLK, XLE | 13F-HR | 27 Jan 2014, 12:08 |