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Robert Murphy

United Asset Strategies, Inc.

Assets Managed
$1.257B
Holdings
257
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-2.98%(2Q avg: 0.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in United Asset Strategies, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 257 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.257B in assets, with a quarterly growth rate of -2.98% and a 2-quarter average growth rate of 0.47%. The portfolio is managed by Robert Murphy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.38%
5.45%
$68.444M
392,455 shares@ $174.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.73%
4.68%
$58.718M
204,195 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.29%
4.59%
$57.595M
226,942 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.63%
3.99%
$50.024M
240,188 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.26%
3.26%
$40.957M
110,643 shares@ $370.18 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -14.92%
2.46%
$30.805M
231,789 shares@ $132.91 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 2.9%
2.31%
$28.936M
50,576 shares@ $572.13 avg price
MRK
Merck & Co. Inc.
Recent Activity
Decreased -3.11%
2.02%
$25.313M
210,435 shares@ $120.29 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 13.69%
1.94%
$24.3M
482,711 shares@ $50.34 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.4%
1.92%
$24.04M
77,670 shares@ $309.52 avg price

1-10 of 257