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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
BACBank America Corp
Recent Activity
Increased 0.94%
1.34%
$14.321M
360,900 shares@ $39.69 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.83%
1.29%
$13.834M
204,918 shares@ $67.52 avg price
ECLEcolab Inc
Recent Activity
Decreased -14.05%
1.29%
$13.829M
54,162 shares@ $255.34 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 2.39%
1.23%
$13.137M
63,279 shares@ $207.6 avg price
HDHome Depot Inc
Recent Activity
Increased 2.58%
1.18%
$12.667M
31,261 shares@ $405.21 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 3.88%
1.18%
$12.584M
266,558 shares@ $47.22 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 3.16%
1.13%
$12.038M
185,742 shares@ $64.81 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 3.65%
1.13%
$12.036M
544,843 shares@ $22.1 avg price
SBUXStarbucks Corp
Recent Activity
Increased 4.19%
1.11%
$11.865M
121,706 shares@ $97.49 avg price
CVXChevron Corp New
Recent Activity
Increased 4.02%
1.11%
$11.838M
80,380 shares@ $147.27 avg price