United Asset Strategies, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$1.07B
Signature - Title
Robert Murphy - Chief Operations Officer
Location
Garden City, NY
Summary
This page shows a list of all the recent 13F filings made by United Asset Strategies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. United Asset Strategies, Inc. reported 237 stock holdings with total value $1.07B as of Q3 2024. Top holdings included XLK, AAPL, MSFT, AMZN, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 237 $1.07B +$80.5M -$59M +$21.5M XLK, AAPL, MSFT, AMZN, NVDA 13F-HR 10/28/2024, 01:24 PM
Q2 2024 226 $1.01B +$85.2M -$69.5M +$15.8M XLK, MSFT, NVDA, AMZN, AAPL 13F-HR 8/1/2024, 03:54 PM
Q1 2024 234 $1B +$116M -$78.6M +$37M XLK, MSFT, USFR, AMZN, NVDA 13F-HR 4/23/2024, 03:11 PM
Q4 2023 235 $890M +$94.5M -$61.4M +$33.1M XLK, MSFT, AAPL, AMZN, GOOGL 13F-HR 1/30/2024, 12:24 PM
Q3 2023 229 $774M +$71.3M -$68.2M +$3.11M XLK, MSFT, AAPL, AMZN, GOOGL 13F-HR 11/7/2023, 05:10 PM
Q2 2023 230 $802M +$140M -$111M +$28.9M XLK, MSFT, AAPL, AMZN, GOOGL 13F-HR 7/25/2023, 04:32 PM
Q1 2023 224 $668M +$98.7M -$124M -$24.9M MSFT, AAPL, AMZN, PANW, GOOG Restatement 7/25/2023, 02:16 PM
Q4 2022 225 $717M +$94.5M -$78.9M +$15.6M XLK, MSFT, AAPL, CVX, JPM 13F-HR 1/26/2023, 04:31 PM
Q3 2022 210 $651M +$111M -$81.3M +$30M XLK, AMZN, MSFT, AAPL, PANW 13F-HR 10/24/2022, 04:59 PM
Q2 2022 207 $686M +$86.8M -$69M +$17.8M XLK, MSFT, AMZN, AAPL, GOOGL 13F-HR 8/15/2022, 01:12 PM
Q1 2022 210 $786M +$118M -$141M -$22.8M XLK, MSFT, AMZN, AAPL, PANW 13F-HR 4/29/2022, 09:15 AM
Q4 2021 211 $840M +$73M -$69.7M +$3.35M XLK, MSFT, AMZN, AAPL, PANW 13F-HR 1/31/2022, 09:29 AM
Q3 2021 203 $776M +$76.1M -$51.1M +$25M XLK, MSFT, AMZN, PANW, JPM 13F-HR 10/21/2021, 10:39 AM
Q2 2021 202 $750M +$70.3M -$57.4M +$12.9M XLK, MSFT, AMZN, AAPL, GOOGL 13F-HR 7/19/2021, 12:13 PM
Q1 2021 209 $690M +$86.9M -$69.9M +$17M XLK, MSFT, AMZN, DG, AMAT 13F-HR 4/27/2021, 12:54 PM
Q4 2020 196 $636M +$106M -$68.8M +$36.7M XLK, MSFT, GLD, PANW, AAPL 13F-HR 2/5/2021, 11:07 AM
Q3 2020 189 $544M +$81.1M -$62M +$19.1M XLK, MSFT, GLD, AAPL, AMZN 13F-HR 11/3/2020, 10:22 AM
Q2 2020 184 $508M +$84.7M -$46.2M +$38.5M XLK, MSFT, BIL, GLD, AMZN 13F-HR 8/3/2020, 01:48 PM
Q1 2020 173 $403M +$84.7M -$116M -$31.5M BIL, XLK, MSFT, GLD, XLP 13F-HR 5/8/2020, 03:50 PM
Q4 2019 199 $515M +$81.4M -$52.3M +$29.1M XLK, GLD, AAPL, MSFT, USFR 13F-HR 2/11/2020, 07:13 PM
Q3 2019 180 $457M +$59.9M -$43.3M +$16.5M XLK, USFR, XLP, AAPL, MSFT 13F-HR 11/1/2019, 03:57 PM
Q2 2019 190 $433M +$52.7M -$60.4M -$7.7M XLK, GLD, USFR, XLP, XLF 13F-HR 7/31/2019, 02:24 PM
Q1 2019 200 $426M +$77.5M -$54.7M +$22.8M XLK, XLP, XLF, GLD, XLV 13F-HR 5/2/2019, 01:09 PM
Q4 2018 188 $366M +$86.4M -$96.3M -$9.9M GLD, XLK, BIL, SH, XLP 13F-HR 2/11/2019, 11:59 AM
Q3 2018 204 $425M +$53.6M -$30.2M +$23.4M XLK, XLP, XLF, XLV, AAPL 13F-HR 11/7/2018, 04:01 PM
Q2 2018 193 $377M +$66.5M -$36.9M +$29.6M XLK, XLP, XLF, XLV, GOOGL 13F-HR 8/7/2018, 03:02 PM
Q1 2018 195 $339M +$44M -$72.7M -$28.7M XLK, XLF, XLP, GOOGL, XLV 13F-HR 5/14/2018, 12:21 PM
Q4 2017 190 $373M +$224M -$34.2M +$190M XLK, XLP, XLI, XLF, XLV 13F-HR 2/9/2018, 10:58 AM
Q3 2017 121 $176M +$32.5M -$197M -$164M TLT, AAPL, WFC, GILD, DIS 13F-HR 11/2/2017, 01:02 PM
Q2 2017 150 $337M +$31.7M -$28.2M +$3.52M BIL, XLK, XLF, VGK, GOOGL 13F-HR 8/2/2017, 05:27 PM
Q1 2017 146 $328M +$49.8M -$41.4M +$8.44M BIL, XLK, AAPL, XLF, VGK 13F-HR 5/9/2017, 12:24 PM
Q4 2016 148 $306M +$48.9M -$37.6M +$11.3M BIL, AAPL, XLK, XLF, XOM 13F-HR 2/8/2017, 03:49 PM
Q3 2016 137 $285M +$56.9M -$39.2M +$17.7M BIL, XLK, AAPL, XLP, XLF 13F-HR 11/4/2016, 04:54 PM
Q2 2016 139 $265M +$58.2M -$21.1M +$37.1M XLK, XLF, XLP, AAPL, XOM 13F-HR 8/1/2016, 05:11 PM
Q1 2016 126 $222M +$41M -$49M -$8.03M XLK, XLF, AAPL, PPL, CVS 13F-HR 5/5/2016, 05:07 PM
Q4 2015 137 $228M +$30M -$22M +$8M XLK, XLF, XLY, XLE, MA 13F-HR 2/9/2016, 10:42 AM
Q3 2015 127 $215M +$49.9M -$43.7M +$6.21M XLF, XLK, XLE, XLY, KRE 13F-HR 11/4/2015, 10:38 AM
Q2 2015 129 $222M +$25.1M -$14.9M +$10.1M XLF, XLK, GILD, XLY, XLV 13F-HR 8/14/2015, 10:20 AM
Q1 2015 115 $213M +$30.8M -$51.9M -$21.1M XLF, XLK, XLP, XLY, XLI Restatement 5/15/2015, 04:45 PM
Q4 2014 129 $229M +$51.9M -$47.6M +$4.23M XLF, XLK, XLV, XLP, XLI 13F-HR 2/17/2015, 12:27 PM
Q3 2014 131 $220M +$57.3M -$43.8M +$13.5M XLK, XLF, XLY, XLV, XLI 13F-HR 11/3/2014, 12:06 PM
Q2 2014 120 $207M +$57M -$29.2M +$27.8M XLF, XLK, XLY, XLE, KO Restatement 9/5/2014, 10:55 AM
Q1 2014 100 $174M +$86.4M -$60.5M +$25.9M TPC, XLK, XLF, XLY, XLE 13F-HR 5/13/2014, 05:26 PM
Q4 2013 86 $146M $0 $0 JNK, TBT, TPC, XLK, XLE 13F-HR 1/27/2014, 12:08 PM