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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
XLKSelect Sector Spdr Tr
| 4.08% | $43.764M 193,853 shares@ $225.77 avg price | Increased 1.48% |
AAPLApple Inc
| 4.03% | $43.255M 185,643 shares@ $233.01 avg price | Increased 15.57% |
MSFTMicrosoft Corp
| 3.98% | $42.676M 99,177 shares@ $430.31 avg price | Increased 6.51% |
AMZNAmazon Com Inc
| 3.4% | $36.449M 195,616 shares@ $186.34 avg price | Increased 11.56% |
USFRWisdomtree Tr
| 2.89% | $31.009M 617,465 shares@ $50.22 avg price | Increased 104.7% |
GOOGLAlphabet Inc
| 2.79% | $29.91M 180,346 shares@ $165.85 avg price | Increased 2.71% |
METAMeta Platforms Inc
| 2.57% | $27.493M 48,028 shares@ $572.44 avg price | Increased 2.26% |
GLDSpdr Gold Tr
| 1.94% | $20.732M 85,296 shares@ $243.06 avg price | Increased 2.34% |
NOWServicenow Inc
| 1.86% | $19.867M 22,213 shares@ $894.41 avg price | Increased 7.52% |
ETREntergy Corp New
| 1.8% | $19.327M 146,849 shares@ $131.61 avg price | Increased 1.71% |