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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
PTCPtc Inc
Recent Activity
Exited
0%
$1.597M
8,790 shares@ $181.67 avg price
MARMarriott Intl Inc New
Recent Activity
Exited
0%
$1.58M
6,537 shares@ $241.78 avg price
XHBSpdr Ser Tr
Recent Activity
Exited
0%
$673,698
6,665 shares@ $101.08 avg price
SQMSociedad Quimica Y Minera De
Recent Activity
Exited
0%
$379,157
9,304 shares@ $40.76 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$353,359
3,699 shares@ $95.53 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Exited
0%
$253,278
11,964 shares@ $21.18 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$212,370
6,857 shares@ $30.98 avg price
DNPDnp Select Income Fd Inc
Recent Activity
Exited
0%
$159,115
19,357 shares@ $8.23 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$100,050
31,071 shares@ $3.23 avg price