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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
ETREntergy Corp New
Recent Activity
Increased 1.71%
1.8%
$19.327M
146,849 shares@ $131.61 avg price
MAMastercard Incorporated
Recent Activity
Increased 3.15%
1.73%
$18.572M
37,609 shares@ $493.81 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 1.25%
1.68%
$18.023M
30,833 shares@ $584.56 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.64%
1.6%
$17.166M
81,409 shares@ $210.86 avg price
CIThe Cigna Group
Recent Activity
Increased 2.49%
1.56%
$16.679M
48,145 shares@ $346.44 avg price
ADBEAdobe Inc
Recent Activity
Increased 26.7%
1.56%
$16.651M
32,158 shares@ $517.78 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 3.77%
1.51%
$16.176M
26,151 shares@ $618.58 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 2.78%
1.45%
$15.509M
45,375 shares@ $341.8 avg price
MRVLMarvell Technology Inc
Recent Activity
Increased 3.8%
1.38%
$14.809M
205,341 shares@ $72.12 avg price
PHParker-hannifin Corp
Recent Activity
Increased 1.16%
1.37%
$14.702M
23,269 shares@ $631.82 avg price