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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

United Asset Strategies, Inc.

Quarter ended Q3 2025 · Filed October 23, 2025 · Accession 0001193125-25-248293

Total Value
$1.25B
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA393,079$73.3M5.88%
2APPLE INCAAPL228,650$58.2M4.67%
3MICROSOFT CORPMSFT102,890$53.3M4.27%
4ALPHABET INCGOOG210,479$51.2M4.10%
5AMAZON COM INCAMZN221,386$48.6M3.90%
6SELECT SECTOR SPDR TR81369Y803136,447$38.5M3.08%
7META PLATFORMS INCMETA46,270$34.0M2.73%
8BROADCOM INCAVGO75,758$25.0M2.00%
9JPMORGAN CHASE & CO.VYLD75,515$23.8M1.91%
10MASTERCARD INCORPORATEDMA40,833$23.2M1.86%
11SERVICENOW INCNOW23,094$21.3M1.70%
12PALO ALTO NETWORKS INCPANW95,866$19.5M1.57%
13VANGUARD SCOTTSDALE FDS92206C771404,052$19.0M1.52%
14WISDOMTREE TRWT371,379$18.7M1.50%
15SCHWAB CHARLES CORPSCHW-PJ190,567$18.2M1.46%
16LOCKHEED MARTIN CORPLMT36,051$18.0M1.44%
17PARKER-HANNIFIN CORPPH23,468$17.8M1.43%
18BANK AMERICA CORP060505104331,846$17.1M1.37%
19ADOBE INCADBE46,216$16.3M1.31%
20ISHARES TR46428752359,170$16.0M1.29%
21MERCK & CO INCMRK190,265$16.0M1.28%
22ASML HOLDING N VASMLF16,479$16.0M1.28%
23EATON CORP PLCETN41,826$15.7M1.26%
24THERMO FISHER SCIENTIFIC INCTMO32,161$15.6M1.25%
25ECOLAB INCECL55,649$15.2M1.22%
26EDWARDS LIFESCIENCES CORPEW189,311$14.7M1.18%
27WASTE MGMT INC DEL94106L10965,191$14.4M1.15%
28SPDR SERIES TRUST78464A854180,645$14.2M1.14%
29KINDER MORGAN INC DELEP-PC499,547$14.1M1.13%
30SPDR SERIES TRUST78468R853292,958$13.6M1.09%
31DUKE ENERGY CORP NEWDUKB107,596$13.3M1.07%
32CITIGROUP INCC-PR129,908$13.2M1.06%
33ENTERGY CORP NEWENO140,404$13.1M1.05%
34HOME DEPOT INCHD29,767$12.1M0.97%
35MCKESSON CORPMCK15,566$12.0M0.96%
36STARBUCKS CORPSBUX135,912$11.5M0.92%
37SPDR GOLD TRGLD31,136$11.1M0.89%
38JOHNSON & JOHNSONJNJ59,121$11.0M0.88%
39MONSTER BEVERAGE CORP NEWMNST155,448$10.5M0.84%
40PHILIP MORRIS INTL INC71817210962,804$10.2M0.82%
41AMERICAN INTL GROUP INC026874784126,735$10.0M0.80%
42SELECT SECTOR SPDR TR81369Y605176,338$9.5M0.76%
43COLGATE PALMOLIVE COCL118,766$9.5M0.76%
44AMGEN INCAMGN31,919$9.0M0.72%
45CHEVRON CORP NEWCVX55,138$8.6M0.69%
46ISHARES TR46428740839,888$8.2M0.66%
47REALTY INCOME CORPO133,623$8.1M0.65%
48SELECT SECTOR SPDR TR81369Y30898,143$7.7M0.62%
49DISNEY WALT CO25468710664,536$7.4M0.59%
50CHENIERE ENERGY INCLNG30,683$7.2M0.58%
51ISHARES TR46428763038,191$6.8M0.54%
52EXXON MOBIL CORPXOM54,208$6.1M0.49%
53T-MOBILE US INCTMUSZ25,471$6.1M0.49%
54AIR PRODS & CHEMS INCAIIR21,692$5.9M0.47%
55TESLA INCTSLA12,951$5.8M0.46%
56BELPOINTE PREP LLCOZ85,419$5.5M0.44%
57ISHARES TR46428887776,538$5.2M0.42%
58ALLIANT ENERGY CORPLNT76,672$5.2M0.41%
59CLOROX CO DELCLX41,197$5.1M0.41%
60VENTAS INCVTR69,827$4.9M0.39%
61VISA INCV13,592$4.6M0.37%
62DANAHER CORPORATION23585110220,590$4.1M0.33%
63LPL FINL HLDGS INC50212V10010,721$3.6M0.29%
64PEPSICO INCPEP25,179$3.5M0.28%
65ELI LILLY & COLLY4,570$3.5M0.28%
66RTX CORPORATIONRTX19,884$3.3M0.27%
67PAYPAL HLDGS INCPYPL49,197$3.3M0.26%
68PROCTER AND GAMBLE CO74271810921,307$3.3M0.26%
69DEERE & CODE7,126$3.3M0.26%
70WELLS FARGO CO NEW94974610137,686$3.2M0.25%
71BERKSHIRE HATHAWAY INC DELBRK-A6,228$3.1M0.25%
72GILEAD SCIENCES INCGILD27,294$3.0M0.24%
73SPDR SERIES TRUST78464A84752,598$3.0M0.24%
74HENRY JACK & ASSOC INC42628110119,435$2.9M0.23%
75INVESCO EXCHANGE TRADED FD TIVZ27,460$2.9M0.23%
76JACOBS SOLUTIONS INCJ18,676$2.8M0.22%
77SELECT SECTOR SPDR TR81369Y20919,382$2.7M0.22%
78NETFLIX INCNFLX2,245$2.7M0.22%
79VERIZON COMMUNICATIONS INCVZ60,970$2.7M0.21%
80ILLINOIS TOOL WKS INC45230810910,026$2.6M0.21%
81ALPHABET INCGOOG10,569$2.6M0.21%
82COSTCO WHSL CORP NEW22160K1052,776$2.6M0.21%
83RESMED INCRSMDF9,227$2.5M0.20%
84MCDONALDS CORPMCD8,108$2.5M0.20%
85FORTINET INCFTNT29,227$2.5M0.20%
86PALANTIR TECHNOLOGIES INCPLTR13,119$2.4M0.19%
87LENNAR CORPLEN-B18,561$2.3M0.19%
88ISHARES TR46428722623,317$2.3M0.19%
89SYSCO CORPSYY28,381$2.3M0.19%
90ORACLE CORPORCL-PD8,290$2.3M0.19%
91ISHARES TR46428745728,049$2.3M0.19%
92SPDR INDEX SHS FDS78463X88953,747$2.3M0.18%
93UNITED PARCEL SERVICE INCUPS27,165$2.3M0.18%
94ABBVIE INCABBV9,717$2.2M0.18%
95INVESCO QQQ TRIVZ3,735$2.2M0.18%
96HONEYWELL INTL INC43851610610,634$2.2M0.18%
97JOHNSON CTLS INTL PLCG5150210520,146$2.2M0.18%
98SELECT SECTOR SPDR TR81369Y4079,173$2.2M0.18%
99SELECT SECTOR SPDR TR81369Y85218,427$2.2M0.17%
100ADVANCED MICRO DEVICES INCAMD13,095$2.1M0.17%
101PAYCHEX INCPAYX16,335$2.1M0.17%
102VISTRA CORPVST10,372$2.0M0.16%
103SPDR S&P 500 ETF TRSPY2,814$1.9M0.15%
104MONDELEZ INTL INC60920710529,950$1.9M0.15%
105FIRSTENERGY CORPFE40,101$1.8M0.15%
106PRICE T ROWE GROUP INCTROW16,994$1.7M0.14%
107LOWES COS INC5486611076,831$1.7M0.14%
108KKR & CO INCKKRT13,183$1.7M0.14%
109CADENCE DESIGN SYSTEM INCCDNS4,823$1.7M0.14%
110QUALCOMM INCQCOM10,144$1.7M0.14%
111ISHARES TR46428744017,137$1.7M0.13%
112NUCOR CORPNUE11,799$1.6M0.13%
113S&P GLOBAL INCSPGI3,271$1.6M0.13%
114NIKE INCNKE22,740$1.6M0.13%
115NEXTERA ENERGY INCNEE-PW20,752$1.6M0.13%
116SELECT SECTOR SPDR TR81369Y7049,842$1.5M0.12%
117MICRON TECHNOLOGY INCMU9,056$1.5M0.12%
118APPLIED MATLS INC0382221057,150$1.5M0.12%
119ROSS STORES INCROST9,119$1.4M0.11%
120INTUITINTU2,016$1.4M0.11%
121SELECT SECTOR SPDR TR81369Y10015,301$1.4M0.11%
122COCA COLA COKO20,622$1.4M0.11%
123C H ROBINSON WORLDWIDE INCCHRW10,281$1.4M0.11%
124STRATEGY INCSTRK3,885$1.3M0.10%
125AMERICAN EXPRESS COAXP3,689$1.2M0.10%
126MONOLITHIC PWR SYS INC6098391051,301$1.2M0.10%
127INTUITIVE SURGICAL INCISRG2,651$1.2M0.10%
128CATERPILLAR INCCAT2,466$1.2M0.09%
129DATADOG INCDDOG8,122$1.2M0.09%
130VERTEX PHARMACEUTICALS INCVRTX2,944$1.2M0.09%
131CINTAS CORPCTAS5,571$1.1M0.09%
132WILLIAMS COS INC96945710017,933$1.1M0.09%
133ACCENTURE PLC IRELANDACN4,597$1.1M0.09%
134VULCAN MATLS CO9291601093,662$1.1M0.09%
135WALMART INCWMT10,925$1.1M0.09%
136PROSHARES TR74347B69816,564$1.1M0.09%
137CISCO SYS INCCSCO16,077$1.1M0.09%
138SELECT SECTOR SPDR TR81369Y50612,306$1.1M0.09%
139GENERAL DYNAMICS CORPGD3,170$1.1M0.09%
140DOORDASH INCDASH3,959$1.1M0.09%
141COPART INCCPRT23,861$1.1M0.09%
142CHIPOTLE MEXICAN GRILL INCCMG27,150$1.1M0.09%
143MERCADOLIBRE INCMELI447$1.0M0.08%
144OREILLY AUTOMOTIVE INC67103H1079,579$1.0M0.08%
145ISHARES GOLD TRIAU14,190$1.0M0.08%
146REDDIT INCRDDT4,474$1.0M0.08%
147ISHARES TR46428743211,332$1.0M0.08%
148SYNOPSYS INCSNPS1,999$986,2870.08%
149PENTAIR PLCPNR8,712$964,9880.08%
150SPDR INDEX SHS FDS78463X50920,355$952,8180.08%
151EVERSOURCE ENERGYES13,288$945,3230.08%
152US FOODS HLDG CORPUSFD11,868$909,3260.07%
153ARISTA NETWORKS INCANET6,239$909,0850.07%
154ROLLINS INCROL15,247$895,6090.07%
155AUTODESK INCADSK2,771$880,2640.07%
156ANGEL OAK FUNDS TRUST03463K73799,589$868,9150.07%
157GRAINGER W W INC384802104893$850,9930.07%
158EMERSON ELEC COEMR6,466$848,2350.07%
159NU HLDGS LTDNU52,575$841,7260.07%
160HILTON WORLDWIDE HLDGS INCHLT3,236$839,5480.07%
161ZOETIS INCZTS5,665$828,9030.07%
162METLIFE INCMET-PF9,969$821,1590.07%
163EOG RES INCEOG7,264$814,4730.07%
164SELECT SECTOR SPDR TR81369Y8869,231$805,0190.06%
1653M COMMM5,186$804,7440.06%
166PAYCOM SOFTWARE INCPAYC3,816$794,2620.06%
167CHUBB LIMITEDCB2,800$790,3510.06%
168SNOWFLAKE INCSNOW3,494$788,0720.06%
169ISHARES TR4642876221,993$728,4020.06%
170MEDTRONIC PLCMDT7,617$725,4680.06%
171VANGUARD INDEX FDS9229086372,342$720,9070.06%
172CONSOLIDATED EDISON INCED7,151$718,8680.06%
173ISHARES TR46429B7476,810$703,9110.06%
174INTERNATIONAL BUSINESS MACHSINTR2,489$702,3060.06%
175SMITH A O CORPAOS9,181$673,9990.05%
176NORDSON CORPNDSN2,942$667,6800.05%
177CVS HEALTH CORPCVS8,852$667,3820.05%
178SBA COMMUNICATIONS CORP NEWSBAC3,289$635,8500.05%
179ALMONTY INDS INC020398707105,000$633,1500.05%
180PFIZER INCPFE24,819$632,3870.05%
181FIDELITY NATIONAL FINANCIALFNF10,453$632,3020.05%
182LINDE PLCLIN1,293$614,2120.05%
183GENUINE PARTS COGPC4,420$612,6780.05%
184INVESCO EXCH TRADED FD TR IIIVZ22,239$606,9060.05%
185HORMEL FOODS CORPHRL24,325$601,7930.05%
186ENTERPRISE PRODS PARTNERS L29379210718,985$593,6530.05%
187BROWN FORMAN CORPBF-B21,701$587,6690.05%
188AT&T INCT-PC20,005$564,9440.05%
189BECTON DICKINSON & COBDX3,013$563,9480.05%
190EQUINIX INCEQIX717$561,6430.05%
191ISHARES TR4642871011,643$546,8560.04%
192THE TRADE DESK INC88339J10510,562$517,6440.04%
193DOMINION ENERGY INCD8,402$513,9700.04%
194SPDR SERIES TRUST78468R6635,566$510,6930.04%
195PPG INDS INC6935061074,776$502,0460.04%
196WILLIS TOWERS WATSON PLC LTDWTW1,420$490,5070.04%
197FREEPORT-MCMORAN INCFCX12,495$490,0540.04%
198CROWN CASTLE INCCCI4,811$464,2400.04%
199ISHARES TR4642877394,592$445,8080.04%
200CONSTELLATION ENERGY CORPCEG1,333$438,6980.04%
201SCHWAB STRATEGIC TR80852410216,737$430,3080.03%
202ARK ETF TR00214Q2033,847$429,1710.03%
203ISHARES TR4642874654,504$420,5740.03%
204COMCAST CORP NEWCCZ12,545$394,1520.03%
205ISHARES TR4642881663,341$368,7810.03%
206ISHARES TR46435U2183,072$359,5260.03%
207SELECT SECTOR SPDR TR81369Y8608,479$357,2410.03%
208TAIWAN SEMICONDUCTOR MFG LTD8740391001,272$355,3140.03%
209GALAXY DIGITAL INC.GLXY10,495$354,8360.03%
210TRANSDIGM GROUP INCTDG264$348,2580.03%
211ISHARES TR46435G5163,727$346,5810.03%
212VANGUARD INDEX FDS922908363557$341,2300.03%
213ISHARES TR4642871763,045$338,6850.03%
214CONOCOPHILLIPSCOP3,568$337,4500.03%
215HARTFORD INSURANCE GROUP INCHIG-PG2,475$330,1400.03%
216THE CIGNA GROUP1255231001,131$326,0880.03%
217ISHARES TR4642873092,672$322,5640.03%
218TJX COS INC NEW8725401092,224$321,4680.03%
219HUMACYTE INCHUMAW184,608$321,2180.03%
220COGNIZANT TECHNOLOGY SOLUTIOCTSH4,639$311,1130.02%
221AMCOR PLCAMCCF37,856$309,6640.02%
222ISHARES TR46435U6636,806$306,7940.02%
223ARK 21SHARES BITCOIN ETFARKB7,967$302,9050.02%
224AMERICAN ELEC PWR CO INC0255371012,686$302,1190.02%
225UBER TECHNOLOGIES INCUBER3,064$300,1800.02%
226ISHARES BITCOIN TRUST ETFIBIT4,574$297,3100.02%
227ISHARES TR46429B6555,746$293,5180.02%
228NEWMONT CORPNEMCL3,393$286,0640.02%
229ISHARES TR4642886612,365$282,6570.02%
230GRAYSCALE BITCOIN TRUST ETFGBTC3,088$277,2100.02%
231CAPITAL ONE FINL CORP14040H1051,299$276,1410.02%
232ISHARES TR4642872345,170$276,0720.02%
233ISHARES TR4642872422,476$276,0120.02%
234VANECK ETF TRUST92189F676843$275,1210.02%
235BOEING COBA-PA1,272$274,5170.02%
236TRAVELERS COMPANIES INCTRV929$259,4540.02%
237INVESCO EXCHANGE TRADED FD TIVZ1,650$256,4930.02%
238OKLO INCOKLO2,269$253,2880.02%
239BP PLCBPPFF7,051$242,9660.02%
240SALESFORCE INCCRM1,003$237,7070.02%
241ISHARES TR464287200341$228,0850.02%
242ISHARES TR4642871681,592$226,2230.02%
243SHOPIFY INCSHOP1,500$222,9150.02%
244FIRST TR EXCHANGE-TRADED FD33733E5005,291$222,0130.02%
245TEXAS INSTRS INC8825081041,151$211,4230.02%
246APTARGROUP INCATR1,576$210,6480.02%
247DBX ETF TR2330515156,112$210,6200.02%
248ROCKWELL AUTOMATION INCROK580$202,8070.02%
249APPLE HOSPITALITY REIT INCAPLE12,219$146,7500.01%
250REE AUTOMOTIVE LTDREE13,333$9,7180.00%