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United Asset Strategies, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison: Which Stocks are on the Rise and which are on the Fall?

Ava Hoppe | 7 May, 2023

In the realm of finance and investing, it's important to keep a close eye on the movement of stocks and their respective values. As investors, we want to know where to best place our money and which stocks will provide the best returns. The United Asset Strategies, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison report sheds light on which stocks have fluctuated - for better or for worse - in terms of their value and number of shares held. Below, we dive deeper into the data to see which stocks are on the rise and which ones are falling.

It's important to note that United Asset Strategies, Inc. is a Registered Investment Advisor managing over $5.8 billion in assets. The 13F report is an SEC-mandated quarterly filing by institutional investors with over $100 million in assets under management.

Let's start with the top performers. The technology industry has seen some significant growth with the SELECT SECTOR SPDR TR (XLK) stock rising from 190,144 shares to 229,342 shares, a whopping 46.4% increase in value. (AMZN) has also seen an 85.9% increase in shares held, going from 116,799 to 176,611.

Other notable gainers include NVIDIA Corporation (NVDA) with a 92.4% increase in shares held, WisdomTree TR (USFR) with a 796.7% increase, and Meta Platforms Inc (META) with a 79% increase. These companies displayed significant growth, which is a promising sign for investors who may be looking to invest in these stocks.

On the other hand, some stocks have seen a decrease in shares held and value. The Cigna Group (CI) experienced a 27.4% drop in shares held from 40,973 to 38,596, which translates to a 27.4% decrease in value. Dollar General Corp (DG) saw a 14.9% decrease in shares held, from 31,842 to 31,707, and a 14.9% decrease in value. Investors should approach these stocks with caution and do their due diligence before investing.

Other notable decliners include Merck & Co Inc (MRK) with a 25.1% decrease in shares held, Procter and Gamble Co (PG) with a 9.1% decrease in shares held, and Exxon Mobil Corp (XOM) with a 41.6% increase in shares held. While these companies may have seen a dip in value, it's important to remember that the stock market is constantly changing and fluctuations are common.

In conclusion, the United Asset Strategies, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison report provides valuable insight into the movement of stocks in the finance industry. While some stocks have seen a significant increase in value and shares held, others have seen a decline. Investors should examine the data carefully and do their research before making any investing decisions.

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