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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
IWSIshares Tr
Recent Activity
New Position
0.2%
$2.137M
16,157 shares@ $132.26 avg price
BKBank New York Mellon Corp
Recent Activity
New Position
0.17%
$1.806M
25,138 shares@ $71.87 avg price
VSTVistra Corp
Recent Activity
New Position
0.12%
$1.274M
10,747 shares@ $118.55 avg price
DASHDoordash Inc
Recent Activity
New Position
0.11%
$1.092M
7,648 shares@ $142.73 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.09%
$927,843
28,770 shares@ $32.26 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
New Position
0.09%
$886,596
959 shares@ $924.51 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
New Position
0.04%
$427,673
4,794 shares@ $89.22 avg price
ESEversource Energy
Recent Activity
New Position
0.04%
$408,164
5,998 shares@ $68.06 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.04%
$327,625
1,260 shares@ $260.02 avg price
AMLPAlps Etf Tr
Recent Activity
New Position
0.03%
$321,049
6,812 shares@ $47.13 avg price