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Robert Murphy

@United Asset Strategies, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.074BTotal holdings237
Assets growth rate5.97%Assets growth rate (2-Q avg)3.58%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in United Asset Strategies, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 237 positions.

Assets under management

The assets under management (AUM) of United Asset Strategies, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.074B in assets, with a quarterly growth rate of 5.97% and a 2-quarter average growth rate of 3.58%. The portfolio is managed by Robert Murphy, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -7.39%
3.28%
$35.139M
289,354 shares@ $121.44 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.83%
1.29%
$13.834M
204,918 shares@ $67.52 avg price
ECLEcolab Inc
Recent Activity
Decreased -14.05%
1.29%
$13.829M
54,162 shares@ $255.34 avg price
EFAIshares Tr
Recent Activity
Decreased -6.23%
1.03%
$10.995M
131,471 shares@ $83.63 avg price
AMGNAmgen Inc
Recent Activity
Decreased -17.88%
0.95%
$10.18M
31,593 shares@ $322.22 avg price
TERTeradyne Inc
Recent Activity
Decreased -48.69%
0.83%
$8.867M
66,208 shares@ $133.94 avg price
MNSTMonster Beverage Corp New
Recent Activity
Decreased -5.37%
0.71%
$7.551M
144,739 shares@ $52.18 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -1.06%
0.68%
$7.218M
159,265 shares@ $45.32 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -7.85%
0.63%
$6.714M
69,658 shares@ $96.39 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.76%
0.49%
$5.251M
43,336 shares@ $121.16 avg price