United Asset Strategies, Inc.

CIK: 0001539948SEC EDGAR →

Portfolio Value

$1.3T

Holdings

262

As of

Q4 2025

New Positions

262

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NVDA NVIDIA CORPORATION	390,988	$72.9B	5.63%
2	GOOGL ALPHABET INC	207,797	$65.0B	5.02%
3	AAPL APPLE INC	229,928	$62.5B	4.83%
4	AMZN AMAZON COM INC	221,108	$51.0B	3.94%
5	MSFT MICROSOFT CORP	105,120	$50.8B	3.92%
6	XLK SELECT SECTOR SPDR TR	272,450	$39.2B	3.03%
7	META META PLATFORMS INC	49,155	$32.4B	2.50%
8	AVGO BROADCOM INC	76,603	$26.5B	2.05%
9	JPM JPMORGAN CHASE & CO.	74,950	$24.1B	1.86%
10	MA MASTERCARD INCORPORATED	41,484	$23.7B	1.83%

Quarterly Changes

Top Buys

NVDANEW

$72.9B

GOOGLNEW

$65.0B

AAPLNEW

$62.5B

AMZNNEW

$51.0B

MSFTNEW

$50.8B

Top Sells

No sells this quarter

New Positions (262)

$72.9B · 391K shares

$65.0B · 208K shares

$62.5B · 230K shares

$51.0B · 221K shares

$50.8B · 105K shares

$39.2B · 272K shares

$32.4B · 49K shares

$26.5B · 77K shares

$24.1B · 75K shares

$23.7B · 41K shares

MRK

$22.9B · 217K shares

USFR

$21.4B · 425K shares

$20.5B · 23K shares

$19.6B · 415K shares

$18.9B · 189K shares

$18.3B · 334K shares

$18.3B · 32K shares

$18.3B · 17K shares

$18.0B · 118K shares

$17.9B · 97K shares

$17.7B · 59K shares

$16.8B · 35K shares

$16.3B · 192K shares

TRVC

$15.0B · 129K shares

ECL

$14.8B · 56K shares

$14.6B · 67K shares

$14.6B · 182K shares

$14.1B · 40K shares

$14.0B · 509K shares

$13.9B · 297K shares

$13.2B · 143K shares

$12.9B · 41K shares

$12.8B · 109K shares

$12.6B · 15K shares

$12.1B · 58K shares

$11.9B · 155K shares

$11.3B · 71K shares

$11.1B · 130K shares

$10.6B · 32K shares

$10.5B · 31K shares

XLF

$9.9B · 180K shares

XLFI

$9.7B · 125K shares

$9.4B · 119K shares

SBUX

$8.5B · 101K shares

CVX

$8.5B · 56K shares

GQ9

$7.9B · 20K shares

$7.7B · 137K shares

$7.5B · 66K shares

$7.0B · 39K shares

$7.0B · 31K shares

$6.7B · 55K shares

$6.6B · 146K shares

$6.0B · 13K shares

$5.8B · 89K shares

$5.6B · 78K shares

$5.5B · 71K shares

$5.3B · 26K shares

$5.1B · 26K shares

$5.1B · 78K shares

$5.0B · 11K shares

$4.9B · 14K shares

$4.9B · 5K shares

$4.8B · 26K shares

$4.7B · 13K shares

$3.6B · 20K shares

$3.6B · 38K shares

$3.5B · 11K shares

$3.4B · 58K shares

$3.4B · 23K shares

$3.4B · 11K shares

$3.4B · 27K shares

$3.3B · 6K shares

$3.2B · 24K shares

$3.1B · 55K shares

$3.1B · 54K shares

$2.9B · 19K shares

$2.8B · 13K shares

$2.8B · 27K shares

$2.8B · 27K shares

$2.6B · 103K shares

$2.6B · 9K shares

$2.6B · 19K shares

$2.6B · 16K shares

$2.5B · 10K shares

$2.5B · 21K shares

$2.5B · 13K shares

$2.5B · 62K shares

$2.5B · 18K shares

$2.5B · 4K shares

$2.5B · 27K shares

$2.5B · 21K shares

$2.4B · 3K shares

$2.4B · 54K shares

$2.4B · 15K shares

$2.3B · 29K shares

$2.3B · 10K shares

$2.3B · 27K shares

$2.3B · 10K shares

$2.2B · 19K shares

$2.1B · 21K shares

$2.0B · 8K shares

$1.9B · 12K shares

$1.9B · 3K shares

$1.9B · 17K shares

$1.8B · 40K shares

$1.8B · 17K shares

$1.8B · 40K shares

$1.8B · 24K shares

$1.7B · 3K shares

$1.7B · 14K shares

$1.7B · 6K shares

$1.7B · 10K shares

$1.7B · 11K shares

$1.7B · 7K shares

$1.6B · 9K shares

$1.6B · 9K shares

$1.6B · 20K shares

$1.6B · 5K shares

$1.6B · 10K shares

$1.5B · 21K shares

$1.5B · 3K shares

$1.5B · 23K shares

$1.5B · 8K shares

$1.5B · 15K shares

$1.4B · 15K shares

$1.4B · 13K shares

$1.4B · 3K shares

$1.3B · 2K shares

$1.3B · 4K shares

$1.3B · 2K shares

$1.3B · 12K shares

$1.3B · 4K shares

$1.3B · 17K shares

$1.3B · 145K shares

$1.2B · 10K shares

$1.2B · 20K shares

$1.2B · 1K shares

$1.2B · 25K shares

$1.1B · 7K shares

$1.1B · 6K shares

$1.1B · 17K shares

$1.1B · 8K shares

$1.1B · 4K shares

$1.1B · 4K shares

$1.0B · 3K shares

$954.0M · 474 shares

$952.0M · 2K shares

$945.0M · 4K shares

$941.0M · 3K shares

$939.0M · 12K shares

$923.0M · 15K shares

$915.0M · 10K shares

$914.0M · 906 shares

$913.0M · 9K shares

$895.0M · 10K shares

$893.0M · 53K shares

ITB

$882.0M · 9K shares

$872.0M · 13K shares

$865.0M · 3K shares

$861.0M · 20K shares

$852.0M · 6K shares

$845.0M · 4K shares

$826.0M · 6K shares

$815.0M · 5K shares

$811.0M · 10K shares

$795.0M · 2K shares

$789.0M · 3K shares

$784.0M · 10K shares

$777.0M · 4K shares

$766.0M · 3K shares

$741.0M · 2K shares

$737.0M · 8K shares

$723.0M · 3K shares

$716.0M · 2K shares

$693.0M · 4K shares

$689.0M · 8K shares

$685.0M · 7K shares

$662.0M · 6K shares

$641.0M · 10K shares

$629.0M · 12K shares

$617.0M · 19K shares

$612.0M · 25K shares

$610.0M · 3K shares

$608.0M · 4K shares

$603.0M · 6K shares

$600.0M · 23K shares

$595.0M · 949 shares

$582.0M · 1K shares

$575.0M · 3K shares

$570.0M · 10K shares

$563.0M · 2K shares

$552.0M · 4K shares

$549.0M · 20K shares

$538.0M · 1K shares

$488.0M · 2K shares

$477.0M · 5K shares

$476.0M · 8K shares

CEG

$466.0M · 1K shares

$443.0M · 18K shares

$439.0M · 17K shares

$438.0M · 5K shares

$433.0M · 1K shares

$405.0M · 5K shares

$397.0M · 3K shares

$391.0M · 5K shares

$388.0M · 4K shares

$386.0M · 1K shares

$377.0M · 9K shares

$361.0M · 12K shares

$355.0M · 3K shares

$351.0M · 264 shares

$345.0M · 6K shares

$342.0M · 3K shares

$339.0M · 4K shares

$335.0M · 2K shares

$334.0M · 3K shares

$333.0M · 4K shares

$329.0M · 3K shares

$328.0M · 2K shares

$328.0M · 6K shares

$326.0M · 3K shares

$321.0M · 36K shares

$320.0M · 38K shares

$309.0M · 1K shares

$306.0M · 997 shares

$303.0M · 843 shares

$300.0M · 7K shares

$294.0M · 5K shares

$293.0M · 6K shares

$288.0M · 1K shares

$287.0M · 3K shares

$287.0M · 1K shares

$285.0M · 2K shares

$282.0M · 2K shares

$276.0M · 1K shares

$276.0M · 954 shares

$267.0M · 5K shares

$260.0M · 5K shares

$257.0M · 375 shares

$244.0M · 7K shares

$244.0M · 5K shares

$241.0M · 2K shares

$239.0M · 2K shares

$234.0M · 10K shares

$233.0M · 1K shares

$233.0M · 6K shares

$227.0M · 348 shares

$227.0M · 2K shares

$226.0M · 5K shares

$225.0M · 580 shares

$224.0M · 2K shares

$222.0M · 3K shares

$216.0M · 2K shares

$214.0M · 3K shares

$210.0M · 2K shares

$203.0M · 9K shares

$201.0M · 210K shares

$200.0M · 693 shares

$144.0M · 12K shares

$70.0M · 17K shares

$26.0M · 29K shares

$9.0M · 13K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	90	$338.3B	26.1%
Technology	36	$317.8B	24.5%
Communication Services	10	$118.8B	9.2%
Healthcare	20	$118.1B	9.1%
Industrials	26	$97.2B	7.5%
Consumer Cyclical	16	$91.2B	7.0%
Unknown	16	$62.6B	4.8%
Utilities	12	$39.2B	3.0%
Consumer Defensive	13	$39.2B	3.0%
Energy	11	$38.0B	2.9%
Basic Materials	8	$20.7B	1.6%
Real Estate	4	$14.3B	1.1%