United Asset Strategies, Inc.
CIK: 0001539948SEC EDGAR →
Portfolio Value
$1.3B
Holdings
262
As of
Q4 2025
New Positions
262
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 390,988 | $72.9M | 5.63% |
| 2 | ALPHABET INC | 207,797 | $65.0M | 5.02% |
| 3 | APPLE INC | 229,928 | $62.5M | 4.83% |
| 4 | AMAZON COM INC | 221,108 | $51.0M | 3.94% |
| 5 | MICROSOFT CORP | 105,120 | $50.8M | 3.92% |
| 6 | SELECT SECTOR SPDR TR | 272,450 | $39.2M | 3.03% |
| 7 | META PLATFORMS INC | 49,155 | $32.4M | 2.50% |
| 8 | BROADCOM INC | 76,603 | $26.5M | 2.05% |
| 9 | JPMORGAN CHASE & CO. | 74,950 | $24.1M | 1.86% |
| 10 | MASTERCARD INCORPORATED | 41,484 | $23.7M | 1.83% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (262)
$72.9M · 391K shares
$65.0M · 208K shares
$62.5M · 230K shares
$51.0M · 221K shares
$50.8M · 105K shares
$39.2M · 272K shares
$32.4M · 49K shares
$26.5M · 77K shares
$24.1M · 75K shares
$23.7M · 41K shares
$22.9M · 217K shares
$21.4M · 425K shares
$20.5M · 23K shares
$19.6M · 415K shares
$18.9M · 189K shares
$18.3M · 334K shares
$18.3M · 32K shares
$18.3M · 17K shares
$18.0M · 118K shares
$17.9M · 97K shares
$17.7M · 59K shares
$16.8M · 35K shares
$16.3M · 192K shares
$15.0M · 129K shares
$14.8M · 56K shares
$14.6M · 67K shares
$14.6M · 182K shares
$14.1M · 40K shares
$14.0M · 509K shares
$13.9M · 297K shares
$13.2M · 143K shares
$12.9M · 41K shares
$12.8M · 109K shares
$12.6M · 15K shares
$12.1M · 58K shares
$11.9M · 155K shares
$11.3M · 71K shares
$11.1M · 130K shares
$10.6M · 32K shares
$10.5M · 31K shares
$9.9M · 180K shares
$9.7M · 125K shares
$9.4M · 119K shares
$8.5M · 101K shares
$8.5M · 56K shares
$7.9M · 20K shares
$7.7M · 137K shares
$7.5M · 66K shares
$7.0M · 39K shares
$7.0M · 31K shares
$6.7M · 55K shares
$6.6M · 146K shares
$6.0M · 13K shares
$5.8M · 89K shares
$5.6M · 78K shares
$5.5M · 71K shares
$5.3M · 26K shares
$5.1M · 26K shares
$5.1M · 78K shares
$5.0M · 11K shares
$4.9M · 14K shares
$4.9M · 5K shares
$4.8M · 26K shares
$4.7M · 13K shares
$3.6M · 20K shares
$3.6M · 38K shares
$3.5M · 11K shares
$3.4M · 58K shares
$3.4M · 23K shares
$3.4M · 11K shares
$3.4M · 27K shares
$3.3M · 6K shares
$3.2M · 24K shares
$3.1M · 55K shares
$3.1M · 54K shares
$2.9M · 19K shares
$2.8M · 13K shares
$2.8M · 27K shares
$2.8M · 27K shares
$2.6M · 103K shares
$2.6M · 9K shares
$2.6M · 19K shares
$2.6M · 16K shares
$2.5M · 10K shares
$2.5M · 21K shares
$2.5M · 13K shares
$2.5M · 62K shares
$2.5M · 18K shares
$2.5M · 4K shares
$2.5M · 27K shares
$2.5M · 21K shares
$2.4M · 3K shares
$2.4M · 54K shares
$2.4M · 15K shares
$2.3M · 29K shares
$2.3M · 10K shares
$2.3M · 27K shares
$2.3M · 10K shares
$2.2M · 19K shares
$2.1M · 21K shares
$2.0M · 8K shares
$1.9M · 12K shares
$1.9M · 3K shares
$1.9M · 17K shares
$1.8M · 40K shares
$1.8M · 17K shares
$1.8M · 40K shares
$1.8M · 24K shares
$1.7M · 3K shares
$1.7M · 14K shares
$1.7M · 6K shares
$1.7M · 10K shares
$1.7M · 11K shares
$1.7M · 7K shares
$1.6M · 9K shares
$1.6M · 9K shares
$1.6M · 20K shares
$1.6M · 5K shares
$1.6M · 10K shares
$1.5M · 21K shares
$1.5M · 3K shares
$1.5M · 23K shares
$1.5M · 8K shares
$1.5M · 15K shares
$1.4M · 15K shares
$1.4M · 13K shares
$1.4M · 3K shares
$1.3M · 2K shares
$1.3M · 4K shares
$1.3M · 2K shares
$1.3M · 12K shares
$1.3M · 4K shares
$1.3M · 17K shares
$1.3M · 145K shares
$1.2M · 10K shares
$1.2M · 20K shares
$1.2M · 1K shares
$1.2M · 25K shares
$1.1M · 7K shares
$1.1M · 6K shares
$1.1M · 17K shares
$1.1M · 8K shares
$1.1M · 4K shares
$1.1M · 4K shares
$1.0M · 3K shares
$954K · 474 shares
$952K · 2K shares
$945K · 4K shares
$941K · 3K shares
$939K · 12K shares
$923K · 15K shares
$915K · 10K shares
$914K · 906 shares
$913K · 9K shares
$895K · 10K shares
$893K · 53K shares
$882K · 9K shares
$872K · 13K shares
$865K · 3K shares
$861K · 20K shares
$852K · 6K shares
$845K · 4K shares
$826K · 6K shares
$815K · 5K shares
$811K · 10K shares
$795K · 2K shares
$789K · 3K shares
$784K · 10K shares
$777K · 4K shares
$766K · 3K shares
$741K · 2K shares
$737K · 8K shares
$723K · 3K shares
$716K · 2K shares
$693K · 4K shares
$689K · 8K shares
$685K · 7K shares
$662K · 6K shares
$641K · 10K shares
$629K · 12K shares
$617K · 19K shares
$612K · 25K shares
$610K · 3K shares
$608K · 4K shares
$603K · 6K shares
$600K · 23K shares
$595K · 949 shares
$582K · 1K shares
$575K · 3K shares
$570K · 10K shares
$563K · 2K shares
$552K · 4K shares
$549K · 20K shares
$538K · 1K shares
$488K · 2K shares
$477K · 5K shares
$476K · 8K shares
$466K · 1K shares
$443K · 18K shares
$439K · 17K shares
$438K · 5K shares
$433K · 1K shares
$405K · 5K shares
$397K · 3K shares
$391K · 5K shares
$388K · 4K shares
$386K · 1K shares
$377K · 9K shares
$361K · 12K shares
$355K · 3K shares
$351K · 264 shares
$345K · 6K shares
$342K · 3K shares
$339K · 4K shares
$335K · 2K shares
$334K · 3K shares
$333K · 4K shares
$329K · 3K shares
$328K · 2K shares
$328K · 6K shares
$326K · 3K shares
$321K · 36K shares
$320K · 38K shares
$309K · 1K shares
$306K · 997 shares
$303K · 843 shares
$300K · 7K shares
$294K · 5K shares
$293K · 6K shares
$288K · 1K shares
$287K · 3K shares
$287K · 1K shares
$285K · 2K shares
$282K · 2K shares
$276K · 1K shares
$276K · 954 shares
$267K · 5K shares
$260K · 5K shares
$257K · 375 shares
$244K · 7K shares
$244K · 5K shares
$241K · 2K shares
$239K · 2K shares
$234K · 10K shares
$233K · 1K shares
$233K · 6K shares
$227K · 348 shares
$227K · 2K shares
$226K · 5K shares
$225K · 580 shares
$224K · 2K shares
$222K · 3K shares
$216K · 2K shares
$214K · 3K shares
$210K · 2K shares
$203K · 9K shares
$201K · 210K shares
$200K · 693 shares
$144K · 12K shares
$70K · 17K shares
$26K · 29K shares
$9K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $338.3M | 26.1% |
| Technology | 36 | $317.8M | 24.5% |
| Communication Services | 10 | $118.8M | 9.2% |
| Healthcare | 20 | $118.1M | 9.1% |
| Industrials | 26 | $97.2M | 7.5% |
| Consumer Cyclical | 16 | $91.2M | 7.0% |
| Unknown | 16 | $62.6M | 4.8% |
| Utilities | 12 | $39.2M | 3.0% |
| Consumer Defensive | 13 | $39.2M | 3.0% |
| Energy | 11 | $38.0M | 2.9% |
| Basic Materials | 8 | $20.7M | 1.6% |
| Real Estate | 4 | $14.3M | 1.1% |