United Asset Strategies, Inc.
CIK: 1539948SEC EDGAR →
Portfolio Value
$331.6B
Holdings
257
As of
Q1 2026
New Positions
257
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 482,711 | $24.3B | 7.33% |
| 2 | SPDR SERIES TRUST | 429,834 | $20.8B | 6.26% |
| 3 | VANGUARD SCOTTSDALE FDS | 418,804 | $19.7B | 5.93% |
| 4 | SCHWAB CHARLES CORP | 196,638 | $18.5B | 5.57% |
| 5 | KINDER MORGAN INC DEL | 509,342 | $17.1B | 5.15% |
| 6 | BANK AMERICA CORP | 336,239 | $16.4B | 4.94% |
| 7 | EDWARDS LIFESCIENCES CORP | 193,864 | $15.5B | 4.68% |
| 8 | SPDR SERIES TRUST | 178,807 | $13.7B | 4.13% |
| 9 | STARBUCKS CORP | 143,162 | $12.8B | 3.87% |
| 10 | MONSTER BEVERAGE CORP NEW | 152,658 | $11.1B | 3.34% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $183.5B | 55.3% |
| Consumer Defensive | 12 | $27.6B | 8.3% |
| Energy | 12 | $19.6B | 5.9% |
| Unknown | 16 | $18.1B | 5.5% |
| Healthcare | 19 | $17.9B | 5.4% |
| Consumer Cyclical | 17 | $16.8B | 5.1% |
| Real Estate | 4 | $13.6B | 4.1% |
| Utilities | 12 | $11.0B | 3.3% |
| Communication Services | 10 | $10.1B | 3.1% |
| Industrials | 29 | $8.8B | 2.7% |
| Technology | 35 | $3.5B | 1.1% |
| Basic Materials | 7 | $752.2M | 0.2% |