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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
RPVInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.22%
0.48%
$5.128M
57,666 shares@ $88.92 avg price
IWNIshares Tr
Recent Activity
Decreased -0.12%
0.4%
$4.285M
25,684 shares@ $166.82 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -2.1%
0.36%
$3.798M
24,660 shares@ $154.02 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -21.77%
0.35%
$3.67M
4,143 shares@ $885.87 avg price
LNTAlliant Energy Corp
Recent Activity
Decreased -0.17%
0.34%
$3.609M
59,472 shares@ $60.69 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -0.94%
0.33%
$3.489M
76,433 shares@ $45.65 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -41.92%
0.29%
$3.09M
5,385 shares@ $573.8 avg price
AGGIshares Tr
Recent Activity
Decreased -10.73%
0.28%
$2.947M
29,100 shares@ $101.28 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -0.82%
0.25%
$2.631M
31,378 shares@ $83.84 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -7.61%
0.24%
$2.494M
18,294 shares@ $136.34 avg price