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Home > Institutional Investor > United Asset Strategies, Inc. > Profile

Instuitional Investor - United Asset Strategies, Inc.

Fund Profile
Filing Period:
Fund Name: United Asset Strategies, Inc.
Portfolio Value $1,171,037,848
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 362,465 $57,265,921 4.89%
2.
Microsoft Corp
 MSFT 105,117 $52,286,176 4.46%
3.
Amazon Com Inc
 AMZN 221,057 $48,497,586 4.14%
4.
Apple Inc.
 AAPL 225,522 $46,270,262 3.95%
5.
Alphabet Inc.
 GOOGL 218,706 $38,542,519 3.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)