United Asset Strategies, Inc. 13F Holdings

CIK 0001539948

As of Sep 30, 2025, United Asset Strategies, Inc. reported 250 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology393,079$73.3M5.95%
APPLE INCAAPLTechnology228,650$58.2M4.73%
MICROSOFT CORPMSFTTechnology102,890$53.3M4.33%
ALPHABET INCGOOGLEquity210,479$51.2M4.15%
AMAZON.COM INCAMZNEquity221,386$48.6M3.95%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—136,447$38.5M3.12%
META PLATFORMS INCMETACommunication Services46,270$34.0M2.76%
BROADCOM INCAVGOTechnology75,758$25.0M2.03%
JPMORGAN CHASE & COJPMFinancial Services75,515$23.8M1.93%
MASTERCARD INCMAFinancial Services40,833$23.2M1.89%
SERVICENOW INCNOWTechnology23,094$21.3M1.72%
PALO ALTO NETWORKS INCPANWTechnology95,866 9.5M1.58%
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUNDVMBS—404,052 9.0M1.54%
WISDOMTREE FLOATING RATE TREASURY FUNDUSFR—371,379 8.7M1.52%
SCHWAB CHARLES CORPSCHWEquity190,567 8.2M1.48%
LOCKHEED MARTIN CORPLMTIndustrials36,051 8.0M1.46%
PARKER-HANNIFIN CORPPHIndustrials23,468 7.8M1.44%
BANK OF AMERICA CORPBACFinancial Services331,846 7.1M1.39%
ADOBE INCADBETechnology46,216 6.3M1.32%
ISHARES SEMICONDUCTOR ETFSOXX—59,170 6.0M1.30%
MERCK & CO INCMRKHealthcare190,265 6.0M1.30%
ASML HOLDING NVASMLTechnology16,479 6.0M1.29%
EATON CORP PLCETNIndustrials41,826 5.7M1.27%
THERMO FISHER SCIENTIFIC INCTMOHealthcare32,161 5.6M1.27%
ECOLAB INCECLBasic Materials55,649 5.2M1.24%