Institutional Manager · CIK 0001539948
United Asset Strategies, Inc.
Garden City, NY · File #028-15136
Latest AUM
$1.30B
Positions
262
Top-10 Concentration
45.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025262 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Sep 2025250 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Jun 2025239 pos · $1.17B
- 13F HOLDINGS REPORTQ/E Mar 2025234 pos · $1.08B
- 13F HOLDINGS REPORTQ/E Dec 2024231 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Sep 2024237 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Jun 2024226 pos · $1.01B
- 13F HOLDINGS REPORTQ/E Mar 2024234 pos · $1.00B
- 13F HOLDINGS REPORTQ/E Dec 2023230 pos · $773.5M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2023225 pos · $758.0M
- 13F HOLDINGS REPORTQ/E Sep 2023231 pos · $802.1M
- 13F HOLDINGS REPORTQ/E Jun 2023225 pos · $757.9M
- 13F HOLDINGS REPORTQ/E Mar 2023226 pos · $717.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 390,988 | $72.9M | 7.32% |
| 2 | ALPHABET INC | GOOG | 207,797 | $65.0M | 6.53% |
| 3 | APPLE INC | AAPL | 229,928 | $62.5M | 6.27% |
| 4 | AMAZON COM INC | AMZN | 221,108 | $51.0M | 5.12% |
| 5 | MICROSOFT CORP | MSFT | 105,120 | $50.8M | 5.10% |
| 6 | SELECT SECTOR SPDR TR | 81369Y803 | 272,450 | $39.2M | 3.94% |
| 7 | META PLATFORMS INC | META | 49,155 | $32.4M | 3.26% |
| 8 | BROADCOM INC | AVGO | 76,603 | $26.5M | 2.66% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 74,950 | $24.2M | 2.42% |
| 10 | MASTERCARD INCORPORATED | MA | 41,484 | $23.7M | 2.38% |
| 11 | MERCK & CO INC | MRK | 217,195 | $22.9M | 2.29% |
| 12 | WISDOMTREE TR | WT | 424,621 | $21.4M | 2.14% |
| 13 | PARKER-HANNIFIN CORP | PH | 23,276 | $20.5M | 2.05% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C771 | 415,274 | $19.6M | 1.96% |
| 15 | SCHWAB CHARLES CORP | SCHW-PJ | 188,923 | $18.9M | 1.89% |
| 16 | BANK AMERICA CORP | 060505104 | 333,612 | $18.3M | 1.84% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 31,641 | $18.3M | 1.84% |
| 18 | ASML HOLDING N V | ASMLF | 17,101 | $18.3M | 1.84% |
| 19 | SERVICENOW INC | NOW | 117,572 | $18.0M | 1.81% |
| 20 | PALO ALTO NETWORKS INC | PANW | 97,138 | $17.9M | 1.80% |