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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
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.48%
4.08%
$43.764M
193,853 shares@ $225.77 avg price
AAPLApple Inc
Recent Activity
Increased 15.57%
4.03%
$43.255M
185,643 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.51%
3.98%
$42.676M
99,177 shares@ $430.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 11.56%
3.4%
$36.449M
195,616 shares@ $186.34 avg price
NVDANvidia Corporation
Recent Activity
Decreased -7.39%
3.28%
$35.139M
289,354 shares@ $121.44 avg price
USFRWisdomtree Tr
Recent Activity
Increased 104.7%
2.89%
$31.009M
617,465 shares@ $50.22 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.71%
2.79%
$29.91M
180,346 shares@ $165.85 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.26%
2.57%
$27.493M
48,028 shares@ $572.44 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 2.34%
1.94%
$20.732M
85,296 shares@ $243.06 avg price
NOWServicenow Inc
Recent Activity
Increased 7.52%
1.86%
$19.867M
22,213 shares@ $894.41 avg price