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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 $1,077,054,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 182,116 $40,453,523 3.76%
2.
Sector Spdr Trust
 XLB 193,858 $40,027,815 3.72%
3.
Nvidia Corp
 NVDA 362,329 $39,269,179 3.65%
4.
Microsoft Corp
 MSFT 104,534 $39,240,953 3.64%
5.
Amazon Com Inc
 AMZN 200,702 $38,185,563 3.55%
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)