United Asset Strategies, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
666 Old Country Rd/STE 104 Garden City, NY 11530
As of the latest 13F report, the guru’s equity portfolio contained 226 stocks valued at a total of $717.00Mil. The top holdings were
According to GuruFocus data, these were United Asset Strategies, Inc.’s top five trades of the quarter.
iShares Expanded Tech-Software Sector ETF
United Asset Strategies, Inc. reduced their investment in BATS:IGV by 51,692 shares. The trade had a 1.99% impact on the equity portfolio. During the quarter, the stock traded for an average price of $259.16.
On 01/27/2023, iShares Expanded Tech-Software Sector ETF traded for a price of $280.79 per share and a market cap of $4.80Bil. The stock has returned -14.73% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Expanded Tech-Software Sector ETF has a price-earnings ratio of 40.88 and a price-book ratio of 6.12.
Amazon.com Inc
United Asset Strategies, Inc. reduced their investment in NAS:AMZN by 74,472 shares. The trade had a 1.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $98.78.
On 01/27/2023, Amazon.com Inc traded for a price of $99.22 per share and a market cap of $1,012.21Bil. The stock has returned -28.61% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Amazon.com Inc has a price-earnings ratio of 91.03, a price-book ratio of 7.36, a price-earnings-to-growth (PEG) ratio of 2.17, a EV-to-Ebitda ratio of 20.93 and a price-sales ratio of 2.05.
The price-to-GF Value ratio is 0.51, earning the stock a GF Value rank of 4.
Adobe Inc
During the quarter, United Asset Strategies, Inc. bought 27,248 shares of NAS:ADBE for a total holding of 43,982. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $319.83.
On 01/27/2023, Adobe Inc traded for a price of $365.82 per share and a market cap of $167.47Bil. The stock has returned -26.97% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Adobe Inc has a price-earnings ratio of 36.22, a price-book ratio of 12.03, a price-earnings-to-growth (PEG) ratio of 1.44, a EV-to-Ebitda ratio of 23.30 and a price-sales ratio of 9.80.
The price-to-GF Value ratio is 0.56, earning the stock a GF Value rank of 8.
American Tower Corp
The guru sold out of their 38,815-share investment in NYSE:AMT. Previously, the stock had a 1.28% weight in the equity portfolio. Shares traded for an average price of $208.14 during the quarter.
On 01/27/2023, American Tower Corp traded for a price of $221.03 per share and a market cap of $102.91Bil. The stock has returned -6.64% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, American Tower Corp has a price-earnings ratio of 35.08, a price-book ratio of 16.38, a price-earnings-to-growth (PEG) ratio of 3.65, a EV-to-Ebitda ratio of 20.19 and a price-sales ratio of 9.74.
The price-to-GF Value ratio is 0.73, earning the stock a GF Value rank of 10.
Merck & Co Inc
During the quarter, United Asset Strategies, Inc. bought 78,246 shares of NYSE:MRK for a total holding of 109,005. The trade had a 1.21% impact on the equity portfolio. During the quarter, the stock traded for an average price of $102.22.
On 01/27/2023, Merck & Co Inc traded for a price of $106.87 per share and a market cap of $270.96Bil. The stock has returned 38.51% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Merck & Co Inc has a price-earnings ratio of 17.78, a price-book ratio of 6.09, a price-earnings-to-growth (PEG) ratio of 2.33, a EV-to-Ebitda ratio of 13.62 and a price-sales ratio of 4.60.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 5.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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