United Asset Strategies, Inc. Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$1.2T
Holdings
239
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (239 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 362,465 | $57.3B | 4.89% | |
| 2 | MSFTMICROSOFT CORP | 105,117 | $52.3B | 4.46% | |
| 3 | AMZNAMAZON COM INC | 221,057 | $48.5B | 4.14% | |
| 4 | AAPLAPPLE INC | 225,522 | $46.3B | 3.95% | |
| 5 | GOOGLALPHABET INC | 218,706 | $38.5B | 3.29% | |
| 6 | XLKSELECT SECTOR SPDR TR | 139,460 | $35.3B | 3.02% | |
| 7 | METAMETA PLATFORMS INC | 46,656 | $34.4B | 2.94% | |
| 8 | AVGOBROADCOM INC | 113,504 | $31.3B | 2.67% | |
| 9 | NOWSERVICENOW INC | 23,044 | $23.7B | 2.02% | |
| 10 | MAMASTERCARD INCORPORATED | 40,803 | $22.9B | 1.96% | |
| 11 | JPMJPMORGAN CHASE & CO. | 76,086 | $22.1B | 1.88% | |
| 12 | PANWPALO ALTO NETWORKS INC | 94,986 | $19.4B | 1.66% | |
| 13 | SCHWSCHWAB CHARLES CORP | 194,299 | $17.7B | 1.51% | |
| 14 | PHPARKER-HANNIFIN CORP | 23,597 | $16.5B | 1.41% | |
| 15 | LMTLOCKHEED MARTIN CORP | 34,957 | $16.2B | 1.38% | |
| 16 | BACBANK AMERICA CORP | 332,619 | $15.7B | 1.34% | |
| 17 | VMBSVANGUARD SCOTTSDALE FDS | 336,480 | $15.6B | 1.33% | |
| 18 | ECLECOLAB INC | 55,256 | $14.9B | 1.27% | |
| 19 | ETNEATON CORP PLC | 41,342 | $14.8B | 1.26% | |
| 20 | WMWASTE MGMT INC DEL | 64,028 | $14.7B | 1.25% | |
| 21 | EWEDWARDS LIFESCIENCES CORP | 186,619 | $14.6B | 1.25% | |
| 22 | KMIKINDER MORGAN INC DEL | 493,344 | $14.5B | 1.24% | |
| 23 | CITHE CIGNA GROUP | 43,237 | $14.3B | 1.22% | |
| 24 | SPYMSPDR SERIES TRUST | 194,457 | $14.1B | 1.21% | |
| 25 | MRKMERCK & CO INC | 168,500 | $13.3B | 1.14% | |
| 26 | ADBEADOBE INC | 33,149 | $12.8B | 1.10% | |
| 27 | ASMLASML HOLDING N V | 15,641 | $12.5B | 1.07% | |
| 28 | DUKDUKE ENERGY CORP NEW | 105,602 | $12.5B | 1.06% | |
| 29 | SPSMSPDR SERIES TRUST | 288,252 | $12.3B | 1.05% | |
| 30 | SBUXSTARBUCKS CORP | 132,450 | $12.1B | 1.04% | |
| 31 | SOXXISHARES TR | 50,744 | $12.1B | 1.03% | |
| 32 | CVXCHEVRON CORP NEW | 82,773 | $11.9B | 1.01% | |
| 33 | ETRENTERGY CORP NEW | 136,828 | $11.4B | 0.97% | |
| 34 | MCKMCKESSON CORP | 15,402 | $11.3B | 0.96% | |
| 35 | TRVCCITIGROUP INC | 131,495 | $11.2B | 0.96% | |
| 36 | 4I1PHILIP MORRIS INTL INC | 61,217 | $11.1B | 0.95% | |
| 37 | HDHOME DEPOT INC | 29,435 | $10.8B | 0.92% | |
| 38 | AIGAMERICAN INTL GROUP INC | 124,438 | $10.7B | 0.91% | |
| 39 | TMOTHERMO FISHER SCIENTIFIC INC | 26,211 | $10.6B | 0.91% | |
| 40 | CLCOLGATE PALMOLIVE CO | 115,184 | $10.5B | 0.89% | |
| 41 | USFRWISDOMTREE TR | 199,947 | $10.1B | 0.86% | |
| 42 | MNSTMONSTER BEVERAGE CORP NEW | 155,290 | $9.7B | 0.83% | |
| 43 | GQ9SPDR GOLD TR | 31,381 | $9.6B | 0.82% | |
| 44 | XLFSELECT SECTOR SPDR TR | 181,675 | $9.5B | 0.81% | |
| 45 | JNJJOHNSON & JOHNSON | 59,142 | $9.0B | 0.77% | |
| 46 | AMGNAMGEN INC | 30,922 | $8.6B | 0.74% | |
| 47 | DISDISNEY WALT CO | 63,684 | $7.9B | 0.67% | |
| 48 | IVEISHARES TR | 40,297 | $7.9B | 0.67% | |
| 49 | XLFISELECT SECTOR SPDR TR | 96,279 | $7.8B | 0.67% | |
| 50 | LNGCHENIERE ENERGY INC | 30,252 | $7.4B | 0.63% | |
| 51 | OREALTY INCOME CORP | 127,794 | $7.4B | 0.63% | |
| 52 | IWNISHARES TR | 38,721 | $6.1B | 0.52% | |
| 53 | APDAIR PRODS & CHEMS INC | 21,624 | $6.1B | 0.52% | |
| 54 | TMUST-MOBILE US INC | 24,845 | $5.9B | 0.51% | |
| 55 | XOMEXXON MOBIL CORP | 53,670 | $5.8B | 0.49% | |
| 56 | OZBELPOINTE PREP LLC | 85,818 | $5.5B | 0.47% | |
| 57 | CLXCLOROX CO DEL | 41,349 | $5.0B | 0.42% | |
| 58 | EFVISHARES TR | 77,753 | $4.9B | 0.42% | |
| 59 | VVISA INC | 13,787 | $4.9B | 0.42% | |
| 60 | LNTALLIANT ENERGY CORP | 77,972 | $4.7B | 0.40% | |
| 61 | VENVENTAS INC | 70,030 | $4.4B | 0.38% | |
| 62 | WMBWILLIAMS COS INC | 69,824 | $4.4B | 0.37% | |
| 63 | TSLATESLA INC | 13,368 | $4.2B | 0.36% | |
| 64 | DHRDANAHER CORPORATION | 21,149 | $4.2B | 0.36% | |
| 65 | LPLALPL FINL HLDGS INC | 10,849 | $4.1B | 0.35% | |
| 66 | DEDEERE & CO | 7,097 | $3.6B | 0.31% | |
| 67 | PYPLPAYPAL HLDGS INC | 47,573 | $3.5B | 0.30% | |
| 68 | JKHYHENRY JACK & ASSOC INC | 19,226 | $3.5B | 0.30% | |
| 69 | PGPROCTER AND GAMBLE CO | 21,495 | $3.4B | 0.29% | |
| 70 | LLYELI LILLY & CO | 4,275 | $3.3B | 0.28% | |
| 71 | FTNTFORTINET INC | 31,108 | $3.3B | 0.28% | |
| 72 | GILDGILEAD SCIENCES INC | 27,817 | $3.1B | 0.26% | |
| 73 | WFCWELLS FARGO CO NEW | 38,412 | $3.1B | 0.26% | |
| 74 | RTXRTX CORPORATION | 20,252 | $3.0B | 0.25% | |
| 75 | NFLXNETFLIX INC | 2,191 | $2.9B | 0.25% | |
| 76 | SPMDSPDR SERIES TRUST | 53,062 | $2.9B | 0.25% | |
| 77 | XMHQINVESCO EXCHANGE TRADED FD T | 28,881 | $2.8B | 0.24% | |
| 78 | PEPPEPSICO INC | 21,463 | $2.8B | 0.24% | |
| 79 | JCIJOHNSON CTLS INTL PLC | 26,228 | $2.8B | 0.24% | |
| 80 | UPSUNITED PARCEL SERVICE INC | 27,133 | $2.7B | 0.23% | |
| 81 | COSTCOSTCO WHSL CORP NEW | 2,714 | $2.7B | 0.23% | |
| 82 | BACVERIZON COMMUNICATIONS INC | 61,491 | $2.7B | 0.23% | |
| 83 | XLVSELECT SECTOR SPDR TR | 19,456 | $2.6B | 0.22% | |
| 84 | HONHONEYWELL INTL INC | 10,796 | $2.5B | 0.21% | |
| 85 | JJACOBS SOLUTIONS INC | 18,899 | $2.5B | 0.21% | |
| 86 | ITWILLINOIS TOOL WKS INC | 10,033 | $2.5B | 0.21% | |
| 87 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,074 | $2.5B | 0.21% | |
| 88 | RMERESMED INC | 9,317 | $2.4B | 0.21% | |
| 89 | MCDMCDONALDS CORP | 8,170 | $2.4B | 0.20% | |
| 90 | PAYXPAYCHEX INC | 16,351 | $2.4B | 0.20% | |
| 91 | SHYISHARES TR | 27,826 | $2.3B | 0.20% | |
| 92 | SYYSYSCO CORP | 28,362 | $2.1B | 0.18% | |
| 93 | AGGISHARES TR | 21,514 | $2.1B | 0.18% | |
| 94 | XLCSELECT SECTOR SPDR TR | 19,558 | $2.1B | 0.18% | |
| 95 | XLYSELECT SECTOR SPDR TR | 9,705 | $2.1B | 0.18% | |
| 96 | NDQINVESCO QQQ TR | 3,801 | $2.1B | 0.18% | |
| 97 | VSTVISTRA CORP | 10,716 | $2.1B | 0.18% | |
| 98 | CSCOCISCO SYS INC | 29,617 | $2.1B | 0.18% | |
| 99 | MDLZMONDELEZ INTL INC | 29,631 | $2.0B | 0.17% | |
| 100 | CDNSCADENCE DESIGN SYSTEM INC | 6,389 | $2.0B | 0.17% |
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