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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 Q4 2025 · Filed January 28, 2026 · Accession 0001193125-26-026726

Total Value
$1.30B
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA390,988$72.9M5.63%
2ALPHABET INCGOOG207,797$65.0M5.02%
3APPLE INCAAPL229,928$62.5M4.83%
4AMAZON COM INCAMZN221,108$51.0M3.94%
5MICROSOFT CORPMSFT105,120$50.8M3.92%
6SELECT SECTOR SPDR TR81369Y803272,450$39.2M3.03%
7META PLATFORMS INCMETA49,155$32.4M2.50%
8BROADCOM INCAVGO76,603$26.5M2.05%
9JPMORGAN CHASE & CO.VYLD74,950$24.2M1.86%
10MASTERCARD INCORPORATEDMA41,484$23.7M1.83%
11MERCK & CO INCMRK217,195$22.9M1.76%
12WISDOMTREE TRWT424,621$21.4M1.65%
13PARKER-HANNIFIN CORPPH23,276$20.5M1.58%
14VANGUARD SCOTTSDALE FDS92206C771415,274$19.6M1.51%
15SCHWAB CHARLES CORPSCHW-PJ188,923$18.9M1.46%
16BANK AMERICA CORP060505104333,612$18.3M1.42%
17THERMO FISHER SCIENTIFIC INCTMO31,641$18.3M1.42%
18ASML HOLDING N VASMLF17,101$18.3M1.41%
19SERVICENOW INCNOW117,572$18.0M1.39%
20PALO ALTO NETWORKS INCPANW97,138$17.9M1.38%
21ISHARES TR46428752358,811$17.7M1.37%
22LOCKHEED MARTIN CORPLMT34,736$16.8M1.30%
23EDWARDS LIFESCIENCES CORPEW191,745$16.3M1.26%
24CITIGROUP INCC-PR128,838$15.0M1.16%
25ECOLAB INCECL56,189$14.8M1.14%
26WASTE MGMT INC DEL94106L10966,666$14.6M1.13%
27SPDR SERIES TRUST78464A854182,438$14.6M1.13%
28ADOBE INCADBE40,364$14.1M1.09%
29KINDER MORGAN INC DELEP-PC509,029$14.0M1.08%
30SPDR SERIES TRUST78468R853297,330$13.9M1.08%
31ENTERGY CORP NEWENO142,674$13.2M1.02%
32EATON CORP PLCETN40,551$12.9M1.00%
33DUKE ENERGY CORP NEWDUKB109,335$12.8M0.99%
34MCKESSON CORPMCK15,349$12.6M0.97%
35JOHNSON & JOHNSONJNJ58,432$12.1M0.93%
36MONSTER BEVERAGE CORP NEWMNST155,302$11.9M0.92%
37PHILIP MORRIS INTL INC71817210970,553$11.3M0.87%
38AMERICAN INTL GROUP INC026874784129,932$11.1M0.86%
39AMGEN INCAMGN32,336$10.6M0.82%
40HOME DEPOT INCHD30,594$10.5M0.81%
41SELECT SECTOR SPDR TR81369Y605180,291$9.9M0.76%
42SELECT SECTOR SPDR TR81369Y308125,358$9.7M0.75%
43COLGATE PALMOLIVE COCL118,682$9.4M0.72%
44STARBUCKS CORPSBUX101,299$8.5M0.66%
45CHEVRON CORP NEWCVX55,861$8.5M0.66%
46SPDR GOLD TRGLD19,882$7.9M0.61%
47REALTY INCOME CORPO137,004$7.7M0.60%
48DISNEY WALT CO25468710666,232$7.5M0.58%
49ISHARES TR46428763038,615$7.0M0.54%
50DANAHER CORPORATION23585110230,543$7.0M0.54%
51EXXON MOBIL CORPXOM55,480$6.7M0.52%
52SELECT SECTOR SPDR TR81369Y100146,277$6.6M0.51%
53TESLA INCTSLA13,357$6.0M0.46%
54BELPOINTE PREP LLCOZ89,354$5.8M0.45%
55ISHARES TR46428887778,063$5.6M0.43%
56VENTAS INCVTR71,460$5.5M0.43%
57T-MOBILE US INCTMUSZ26,279$5.3M0.41%
58CHENIERE ENERGY INCLNG26,396$5.1M0.40%
59ALLIANT ENERGY CORPLNT78,449$5.1M0.39%
60DEERE & CODE10,718$5.0M0.39%
61VISA INCV13,899$4.9M0.38%
62ELI LILLY & COLLY4,533$4.9M0.38%
63HENRY JACK & ASSOC INC42628110126,201$4.8M0.37%
64LPL FINL HLDGS INC50212V10013,203$4.7M0.36%
65RTX CORPORATIONRTX19,659$3.6M0.28%
66WELLS FARGO CO NEW94974610138,381$3.6M0.28%
67MCDONALDS CORPMCD11,408$3.5M0.27%
68PAYPAL HLDGS INCPYPL58,168$3.4M0.26%
69PEPSICO INCPEP23,483$3.4M0.26%
70ALPHABET INCGOOG10,725$3.4M0.26%
71GILEAD SCIENCES INCGILD27,347$3.4M0.26%
72BERKSHIRE HATHAWAY INC DELBRK-A6,485$3.3M0.25%
73DOLLAR GEN CORP NEW25667710524,348$3.2M0.25%
74INVESCO EXCHANGE TRADED FD TIVZ55,154$3.1M0.24%
75SPDR SERIES TRUST78464A84753,813$3.1M0.24%
76SELECT SECTOR SPDR TR81369Y20918,623$2.9M0.22%
77ADVANCED MICRO DEVICES INCAMD13,241$2.8M0.22%
78LENNAR CORPLEN-B27,421$2.8M0.22%
79INVESCO EXCHANGE TRADED FD TIVZ27,148$2.8M0.21%
80VALUED ADVISERS TR92046L338103,262$2.6M0.20%
81MICRON TECHNOLOGY INCMU9,145$2.6M0.20%
82JACOBS SOLUTIONS INCJ19,328$2.6M0.20%
83RAYMOND JAMES FINL INC75473010915,927$2.6M0.20%
84ILLINOIS TOOL WKS INC45230810910,315$2.5M0.20%
85SELECT SECTOR SPDR TR81369Y40721,260$2.5M0.20%
86HONEYWELL INTL INC43851610613,007$2.5M0.20%
87VERIZON COMMUNICATIONS INCVZ62,225$2.5M0.20%
88PROCTER AND GAMBLE CO74271810917,597$2.5M0.19%
89INVESCO QQQ TRIVZ4,088$2.5M0.19%
90NETFLIX INCNFLX26,675$2.5M0.19%
91JOHNSON CTLS INTL PLCG5150210520,636$2.5M0.19%
92COSTCO WHSL CORP NEW22160K1052,818$2.4M0.19%
93SPDR INDEX SHS FDS78463X88953,688$2.4M0.18%
94SELECT SECTOR SPDR TR81369Y70415,174$2.4M0.18%
95FORTINET INCFTNT29,488$2.3M0.18%
96RESMED INCRSMDF9,642$2.3M0.18%
97ABBVIE INCABBV9,851$2.3M0.17%
98ISHARES TR46428745727,174$2.3M0.17%
99SELECT SECTOR SPDR TR81369Y85218,775$2.2M0.17%
100ISHARES TR46428722621,221$2.1M0.16%
101APPLIED MATLS INC0382221057,817$2.0M0.16%
102NUCOR CORPNUE11,908$1.9M0.15%
103SPDR S&P 500 ETF TRSPY2,812$1.9M0.15%
104PAYCHEX INCPAYX16,541$1.9M0.14%
105FIRSTENERGY CORPFE40,175$1.8M0.14%
106PRICE T ROWE GROUP INCTROW17,485$1.8M0.14%
107SELECT SECTOR SPDR TR81369Y50639,959$1.8M0.14%
108SYSCO CORPSYY23,864$1.8M0.14%
109S&P GLOBAL INCSPGI3,322$1.7M0.13%
110KKR & CO INCKKRT13,569$1.7M0.13%
111QUALCOMM INCQCOM10,059$1.7M0.13%
112ACCENTURE PLC IRELANDACN6,413$1.7M0.13%
113VISTRA CORPVST10,511$1.7M0.13%
114LOWES COS INC5486611076,972$1.7M0.13%
115PALANTIR TECHNOLOGIES INCPLTR9,201$1.6M0.13%
116ROSS STORES INCROST9,043$1.6M0.13%
117NEXTERA ENERGY INCNEE-PW20,262$1.6M0.13%
118CADENCE DESIGN SYSTEM INCCDNS5,093$1.6M0.12%
119C H ROBINSON WORLDWIDE INCCHRW9,866$1.6M0.12%
120COCA COLA COKO21,470$1.5M0.12%
121INTUITIVE SURGICAL INCISRG2,642$1.5M0.12%
122NIKE INCNKE23,139$1.5M0.11%
123ORACLE CORPORCL-PD7,536$1.5M0.11%
124UNITED PARCEL SERVICE INCUPS14,743$1.5M0.11%
125ISHARES TR46428744014,712$1.4M0.11%
126WALMART INCWMT12,541$1.4M0.11%
127VERTEX PHARMACEUTICALS INCVRTX3,010$1.4M0.11%
128INTUITINTU2,036$1.3M0.10%
129CATERPILLAR INCCAT2,334$1.3M0.10%
130AMERICAN EXPRESS COAXP3,612$1.3M0.10%
131ISHARES TR46428751512,470$1.3M0.10%
132AUTODESK INCADSK4,422$1.3M0.10%
133CISCO SYS INCCSCO16,898$1.3M0.10%
134ANGEL OAK FUNDS TRUST03463K737144,622$1.3M0.10%
135ZOETIS INCZTS9,707$1.2M0.09%
136WILLIAMS COS INC96945710020,048$1.2M0.09%
137MONOLITHIC PWR SYS INC6098391051,329$1.2M0.09%
138SPDR INDEX SHS FDS78463X50924,591$1.2M0.09%
139TEXAS INSTRS INC8825081046,599$1.1M0.09%
140CINTAS CORPCTAS5,948$1.1M0.09%
141PROSHARES TR74347B69816,908$1.1M0.09%
142DATADOG INCDDOG8,098$1.1M0.09%
143VULCAN MATLS CO9291601093,798$1.1M0.08%
144AIR PRODS & CHEMS INCAIIR4,383$1.1M0.08%
145GENERAL DYNAMICS CORPGD3,072$1.0M0.08%
146MERCADOLIBRE INCMELI474$954,7590.07%
147CROWDSTRIKE HLDGS INCCRWD2,033$952,9890.07%
148DOORDASH INCDASH4,174$945,3690.07%
149HILTON WORLDWIDE HLDGS INCHLT3,277$941,3180.07%
150US FOODS HLDG CORPUSFD12,478$939,8430.07%
151ROLLINS INCROL15,394$923,9480.07%
152OREILLY AUTOMOTIVE INC67103H10710,042$915,9310.07%
153WW GRAINGER INC384802104906$914,1990.07%
154PENTAIR PLCPNR8,773$913,6170.07%
155ISHARES TR46428743210,272$895,3150.07%
156NU HLDGS LTDNU53,379$893,5640.07%
157ISHARES TR4642887529,159$882,0120.07%
158EVERSOURCE ENERGYES12,958$872,4730.07%
159CHUBB LIMITEDCB2,772$865,2570.07%
160SELECT SECTOR SPDR TR81369Y88620,175$861,2580.07%
161EMERSON ELEC COEMR6,426$852,8370.07%
162WORKDAY INCWDAY3,938$845,8040.07%
163ARISTA NETWORKS INCANET6,311$826,9300.06%
1643M COMMM5,094$815,6270.06%
165METLIFE INCMET-PF10,275$811,1260.06%
166SYNOPSYS INCSNPS1,694$795,7060.06%
167REDDIT INCRDDT3,433$789,1440.06%
168CVS HEALTH CORPCVS9,891$784,9430.06%
169SNOWFLAKE INCSNOW3,544$777,4120.06%
170INTERNATIONAL BUSINESS MACHSINTR2,589$766,7980.06%
171VANGUARD INDEX FDS9229086372,355$741,2410.06%
172MEDTRONIC PLCMDT7,680$737,7310.06%
173NORDSON CORPNDSN3,009$723,4460.06%
174ISHARES TR4642876221,919$716,6310.06%
175TARGA RES CORPTRGP3,758$693,3510.05%
176ISHARES GOLD TRIAU8,497$689,7010.05%
177CONSOLIDATED EDISON INCED6,903$685,6980.05%
178ISHARES TR46429B7476,475$662,9230.05%
179SMITH A O CORPAOS9,587$641,1620.05%
180FREEPORT-MCMORAN INCFCX12,400$629,7960.05%
181ENTERPRISE PRODS PARTNERS L29379210719,251$617,1910.05%
182PFIZER INCPFE24,600$612,5430.05%
183BECTON DICKINSON & COBDX3,145$610,4110.05%
184STRATEGY INCSTRK4,005$608,5600.05%
185EOG RES INCEOG5,742$603,0230.05%
186BROWN FORMAN CORPBF-B23,041$600,4390.05%
187VANGUARD INDEX FDS922908363949$595,1550.05%
188QUANTA SVCS INC74762E1021,381$582,8650.04%
189SBA COMMUNICATIONS CORP NEWSBAC2,973$575,0120.04%
190FIDELITY NATIONAL FINANCIALFNF10,453$570,6290.04%
191ISHARES TR4642871011,643$563,5000.04%
192GENUINE PARTS COGPC4,492$552,3670.04%
193INVESCO EXCH TRADED FD TR IIIVZ20,205$549,5820.04%
194LINDE PLCLIN1,263$538,5910.04%
195VEEVA SYS INCVEEV2,187$488,2040.04%
196PPG INDS INC6935061074,656$477,0400.04%
197DOMINION ENERGY INCD8,139$476,8870.04%
198CONSTELLATION ENERGY CORPCEG1,319$466,0290.04%
199AT&T INCT-PC17,873$443,9480.03%
200SCHWAB STRATEGIC TR80852410216,759$439,5890.03%
201CROWN CASTLE INCCCI4,931$438,2600.03%
202WILLIS TOWERS WATSON PLC LTDWTW1,320$433,7210.03%
203VANGUARD BD INDEX FDS9219378355,468$405,0230.03%
204ARK ETF TR00214Q2033,471$397,9960.03%
205COGNIZANT TECHNOLOGY SOLUTIOCTSH4,713$391,1780.03%
206SPDR SERIES TRUST78468R6634,250$388,3820.03%
207TAIWAN SEMICONDUCTOR MFG LTD8740391001,272$386,6100.03%
208SELECT SECTOR SPDR TR81369Y8609,368$377,9870.03%
209COMCAST CORP NEWCCZ12,079$361,0480.03%
210ISHARES TR46435U2182,930$355,2900.03%
211TRANSDIGM GROUP INCTDG264$351,3840.03%
212MONDELEZ INTL INC6092071056,410$345,0680.03%
213ISHARES TR4642871763,120$342,9480.03%
214ISHARES TR46435G5163,566$339,1370.03%
215TJX COS INC NEW8725401092,184$335,5090.03%
216ISHARES TR4642881663,037$334,8770.03%
217CONOCOPHILLIPSCOP3,568$333,9540.03%
218ISHARES TR4642873092,672$329,3510.03%
219HARTFORD INSURANCE GROUP INCHIG-PG2,386$328,8100.03%
220AMPLIFY ETF TR0321086566,308$328,2540.03%
221ISHARES TR4642874653,401$326,5940.03%
222ALMONTY INDS INC02039870736,483$321,4150.02%
223AMCOR PLCAMCCF38,453$320,7020.02%
224CAPITAL ONE FINL CORP14040H1051,277$309,4940.02%
225GE AEROSPACE369604301997$306,9520.02%
226VANECK ETF TRUST92189F676843$303,5900.02%
227ISHARES TR46435U6636,531$300,2880.02%
228VANGUARD SCOTTSDALE FDS92206C7064,919$294,7960.02%
229ISHARES BITCOIN TRUST ETFIBIT5,915$293,6800.02%
230THE CIGNA GROUP1255231001,048$288,3940.02%
231ISHARES TR4642872422,613$287,9500.02%
232SALESFORCE INCCRM1,083$287,0550.02%
233ISHARES TR4642886612,389$285,1520.02%
234AMERICAN ELEC PWR CO INC0255371012,449$282,3630.02%
235TRAVELERS COMPANIES INCTRV954$276,8270.02%
236BOEING COBA-PA1,272$276,1580.02%
237ISHARES TR46429B6555,256$267,2870.02%
238ISHARES TR4642872344,752$260,0050.02%
239ISHARES TR464287200375$257,3210.02%
240BP PLCBPPFF7,051$244,8700.02%
241JANUS DETROIT STR TR47103U8525,345$244,2130.02%
242SHOPIFY INCSHOP1,502$241,7770.02%
243NEWMONT CORPNEMCL2,400$239,6400.02%
244GALAXY DIGITAL INC.GLXY10,495$234,6680.02%
245INVESCO EXCHANGE TRADED FD TIVZ1,489$233,2220.02%
246DBX ETF TR2330515156,485$233,1360.02%
247GE VERNOVA INCGEV348$227,5400.02%
248ISHARES INC4642864262,418$227,3400.02%
249FIRST TR EXCHANGE-TRADED FD33733E5005,079$226,4900.02%
250ROCKWELL AUTOMATION INCROK580$225,7490.02%
251ISHARES TR4642871681,592$224,6950.02%
252ISHARES INC4642866083,472$222,5550.02%
253CLOROX CO DELCLX2,142$216,0150.02%
254GRAYSCALE BITCOIN TRUST ETFGBTC3,138$214,5140.02%
255ISHARES TR4642877392,247$210,9900.02%
256HORMEL FOODS CORPHRL8,568$203,0670.02%
257HUMACYTE INCHUMAW209,608$201,3280.02%
258FEDEX CORPFDX693$200,0550.02%
259APPLE HOSPITALITY REIT INCAPLE12,219$144,7950.01%
260WESTERN ASSET HIGH INCOM FD95766J10216,836$70,0400.01%
261U S ENERGY CORP DEL91180530728,965$26,7520.00%
262REE AUTOMOTIVE LTDREE13,333$9,7930.00%