• 13F History

United Asset Strategies, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$1.09B
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 231 stock holdings with total value $1.09B as of Q4 2024. Top holdings included XLK, AAPL, AMZN, MSFT, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 231 $1.09B +$64.2M -$57.5M +$6.79M XLK, AAPL, AMZN, MSFT, NVDA 13F-HR 1/22/2025, 09:25 AM
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 233 $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 247 $774M +$71.3M -$68.2M +$3.11M XLK, MSFT, AAPL, AMZN, GOOGL 13F-HR 11/7/2023, 05:10 PM
Q2 2023 230 $802M +$159M -$162M -$3.75M XLK, MSFT, AAPL, AMZN, GOOGL 13F-HR 7/25/2023, 04:32 PM
Q1 2023 197 $668M +$98.7M -$95.1M +$3.57M MSFT, AAPL, AMZN, PANW, GOOG Restatement 7/25/2023, 02:16 PM
Q4 2022 225 $717M +$94.5M -$59.6M +$34.9M XLK, MSFT, AAPL, CVX, JPM 13F-HR 1/26/2023, 03:31 PM
Q3 2022 209 $651M +$111M -$35.3M +$75.9M XLK, AMZN, MSFT, AAPL, PANW 13F-HR 10/24/2022, 04:59 PM
Q2 2022 207 $686M +$86.8M -$37.6M +$49.2M XLK, MSFT, AMZN, AAPL, GOOGL 13F-HR 8/15/2022, 01:12 PM
Q1 2022 210 $786M +$118M -$69M +$48.7M XLK, MSFT, AMZN, AAPL, PANW 13F-HR 4/29/2022, 09:15 AM
Q4 2021 211 $840M +$73M -$47.2M +$25.8M XLK, MSFT, AMZN, AAPL, PANW 13F-HR 1/31/2022, 08:29 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 -$44.1M +$61.4M XLK, MSFT, GLD, PANW, AAPL 13F-HR 2/5/2021, 10:07 AM
Q3 2020 189 $544M +$81.1M -$54.4M +$26.7M XLK, MSFT, GLD, AAPL, AMZN 13F-HR 11/3/2020, 09:22 AM
Q2 2020 182 $508M +$84.7M -$21.6M +$63M XLK, MSFT, BIL, GLD, AMZN 13F-HR 8/3/2020, 01:48 PM
Q1 2020 173 $401M +$84.7M -$42.8M +$41.9M BIL, XLK, MSFT, GLD, XLP 13F-HR 5/8/2020, 03:50 PM
Q4 2019 199 $515M +$81.4M -$33.8M +$47.6M XLK, GLD, AAPL, MSFT, USFRXXXX 13F-HR 2/11/2020, 06:13 PM
Q3 2019 180 $457M +$60.3M -$17.6M +$42.7M XLK, USFRXXXX, XLP, AAPL, MSFT 13F-HR 11/1/2019, 03:57 PM
Q2 2019 186 $433M +$52.7M -$23.1M +$29.5M XLK, GLD, USFRXXXX, XLP, XLF 13F-HR 7/31/2019, 02:24 PM
Q1 2019 200 $426M +$77.5M -$43.8M +$33.7M XLK, XLP, XLF, GLD, XLV 13F-HR 5/2/2019, 01:09 PM
Q4 2018 188 $366M +$86.4M -$52.3M +$34.1M GLD, XLK, BIL, SH, XLP 13F-HR 2/11/2019, 10:59 AM
Q3 2018 203 $425M +$53.7M -$12.9M +$40.8M XLK, XLP, XLF, XLV, AAPL 13F-HR 11/7/2018, 03:01 PM
Q2 2018 190 $377M +$66.5M -$24.5M +$42M XLK, XLP, XLF, XLV, GOOGL 13F-HR 8/7/2018, 03:02 PM
Q1 2018 194 $339M +$44M -$45.6M -$1.56M XLK, XLF, XLP, GOOGL, XLV 13F-HR 5/14/2018, 12:21 PM
Q4 2017 189 $373M +$224M -$21.9M +$202M XLK, XLP, XLI, XLF, XLV 13F-HR 2/9/2018, 09:58 AM
Q3 2017 120 $176M +$32.5M -$30.2M +$2.28M TLT, AAPL, WFC, GILD, DIS 13F-HR 11/2/2017, 01:02 PM
Q2 2017 149 $337M +$31.7M -$19.4M +$12.3M BILXXXX, XLK, XLF, VGK, GOOGL 13F-HR 8/2/2017, 05:27 PM
Q1 2017 145 $328M +$49.8M -$16M +$33.8M BILXXXX, XLK, AAPL, XLF, VGK 13F-HR 5/9/2017, 12:24 PM
Q4 2016 147 $306M +$48.9M -$24.8M +$24M BILXXXX, AAPL, XLK, XLF, XOM 13F-HR 2/8/2017, 02:49 PM
Q3 2016 136 $285M +$56.9M -$16M +$40.9M BILXXXX, XLK, AAPL, XLP, XLF 13F-HR 11/4/2016, 04:54 PM
Q2 2016 138 $265M +$58.2M -$12.8M +$45.4M XLK, XLF, XLP, AAPL, XOM 13F-HR 8/1/2016, 05:11 PM
Q1 2016 125 $222M +$41M -$25.4M +$15.6M XLK, XLF, AAPL, PPL, CVS 13F-HR 5/5/2016, 05:07 PM
Q4 2015 136 $228M +$30M -$14.6M +$15.4M XLK, XLF, XLY, XLE, MA 13F-HR 2/9/2016, 09:42 AM
Q3 2015 126 $215M +$49.9M -$16M +$33.9M XLF, XLK, XLE, XLY, KRE 13F-HR 11/4/2015, 09:38 AM
Q2 2015 128 $222M +$25.1M -$9.42M +$15.6M XLF, XLK, GILD, XLY, XLV 13F-HR 8/14/2015, 10:20 AM
Q1 2015 113 $213M +$30.8M -$26.1M +$4.69M XLF, XLK, XLP, XLY, XLI Restatement 5/15/2015, 04:45 PM
Q4 2014 126 $229M +$51.9M -$9.61M +$42.2M XLF, XLK, XLV, XLP, XLI 13F-HR 2/17/2015, 11:27 AM
Q3 2014 129 $220M +$57.3M -$23.8M +$33.5M XLK, XLF, XLY, XLV, XLI 13F-HR 11/3/2014, 11:06 AM
Q2 2014 120 $207M +$57M -$13.5M +$43.5M XLF, XLK, XLY, XLE, KO Restatement 9/5/2014, 10:55 AM
Q1 2014 95 $173M +$86.2M -$4.31M +$81.9M TPC, XLK, XLF, XLY, XLE 13F-HR 5/13/2014, 05:26 PM
Q4 2013 86 $146M JNKXXXX, TBT, TPC, XLK, XLE 13F-HR 1/27/2014, 11:08 AM