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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
IHIIshares Tr
Recent Activity
New Position
0.03%
$300,719
5,078 shares@ $59.22 avg price
LVSLas Vegas Sands Corp
Recent Activity
New Position
0.03%
$295,672
5,874 shares@ $50.34 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.03%
$277,512
7,460 shares@ $37.2 avg price
ARKBArk 21shares Bitcoin Etf
Recent Activity
New Position
0.03%
$243,725
3,840 shares@ $63.48 avg price
EVRGEvergy Inc
Recent Activity
New Position
0.03%
$233,654
3,768 shares@ $62.02 avg price
EEMIshares Tr
Recent Activity
New Position
0.03%
$230,401
5,024 shares@ $45.87 avg price
TRVTravelers Companies Inc
Recent Activity
New Position
0.02%
$204,236
872 shares@ $234.22 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.02%
$113,480
10,105 shares@ $11.24 avg price
BRCCBrc Inc
Recent Activity
New Position
0.01%
$49,590
14,500 shares@ $3.42 avg price
MVISMicrovision Inc Del
Recent Activity
New Position
0.01%
$46,170
40,500 shares@ $1.14 avg price