Sign In
test

Robert Murphy

United Asset Strategies, Inc.

Assets Managed
$1.415B
Holdings
259
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.58%(2Q avg: 4.8%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in United Asset Strategies, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 259 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.415B in assets, with a quarterly growth rate of 12.58% and a 2-quarter average growth rate of 4.8%. The portfolio is managed by Robert Murphy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 7.97%
6%
$84.783M
423,723 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 25.68%
5.84%
$82.528M
285,208 shares@ $289.36 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.58%
5.03%
$71.083M
198,907 shares@ $357.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.9%
4.09%
$57.757M
242,330 shares@ $238.34 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 18.13%
3.45%
$48.751M
130,692 shares@ $373.03 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 7.62%
2.24%
$31.573M
83,581 shares@ $377.76 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Decreased -16.87%
2.22%
$31.386M
48,982 shares@ $640.76 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -32.83%
2.1%
$29.661M
155,687 shares@ $190.52 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 3.09%
2.08%
$29.366M
52,134 shares@ $563.29 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Decreased -21.35%
1.83%
$25.838M
12,987 shares@ $1989.5 avg price

1-10 of 259