United Asset Strategies, Inc. Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$1.3T
Holdings
262
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (262 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 390,988 | $72.9B | 5.63% | |
| 2 | GOOGLALPHABET INC | 207,797 | $65.0B | 5.02% | |
| 3 | AAPLAPPLE INC | 229,928 | $62.5B | 4.83% | |
| 4 | AMZNAMAZON COM INC | 221,108 | $51.0B | 3.94% | |
| 5 | MSFTMICROSOFT CORP | 105,120 | $50.8B | 3.92% | |
| 6 | XLKSELECT SECTOR SPDR TR | 272,450 | $39.2B | 3.03% | |
| 7 | METAMETA PLATFORMS INC | 49,155 | $32.4B | 2.50% | |
| 8 | AVGOBROADCOM INC | 76,603 | $26.5B | 2.05% | |
| 9 | JPMJPMORGAN CHASE & CO. | 74,950 | $24.1B | 1.86% | |
| 10 | MAMASTERCARD INCORPORATED | 41,484 | $23.7B | 1.83% | |
| 11 | MRKMERCK & CO INC | 217,195 | $22.9B | 1.76% | |
| 12 | USFRWISDOMTREE TR | 424,621 | $21.4B | 1.65% | |
| 13 | PHPARKER-HANNIFIN CORP | 23,276 | $20.5B | 1.58% | |
| 14 | VMBSVANGUARD SCOTTSDALE FDS | 415,274 | $19.6B | 1.51% | |
| 15 | SCHWSCHWAB CHARLES CORP | 188,923 | $18.9B | 1.46% | |
| 16 | BACBANK AMERICA CORP | 333,612 | $18.3B | 1.42% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 31,641 | $18.3B | 1.42% | |
| 18 | ASMLASML HOLDING N V | 17,101 | $18.3B | 1.41% | |
| 19 | NOWSERVICENOW INC | 117,572 | $18.0B | 1.39% | |
| 20 | PANWPALO ALTO NETWORKS INC | 97,138 | $17.9B | 1.38% | |
| 21 | SOXXISHARES TR | 58,811 | $17.7B | 1.37% | |
| 22 | LMTLOCKHEED MARTIN CORP | 34,736 | $16.8B | 1.30% | |
| 23 | EWEDWARDS LIFESCIENCES CORP | 191,745 | $16.3B | 1.26% | |
| 24 | TRVCCITIGROUP INC | 128,838 | $15.0B | 1.16% | |
| 25 | ECLECOLAB INC | 56,189 | $14.8B | 1.14% | |
| 26 | WMWASTE MGMT INC DEL | 66,666 | $14.6B | 1.13% | |
| 27 | SPYMSPDR SERIES TRUST | 182,438 | $14.6B | 1.13% | |
| 28 | ADBEADOBE INC | 40,364 | $14.1B | 1.09% | |
| 29 | KMIKINDER MORGAN INC DEL | 509,029 | $14.0B | 1.08% | |
| 30 | SPSMSPDR SERIES TRUST | 297,330 | $13.9B | 1.08% | |
| 31 | ETRENTERGY CORP NEW | 142,674 | $13.2B | 1.02% | |
| 32 | ETNEATON CORP PLC | 40,551 | $12.9B | 1.00% | |
| 33 | DUKDUKE ENERGY CORP NEW | 109,335 | $12.8B | 0.99% | |
| 34 | MCKMCKESSON CORP | 15,349 | $12.6B | 0.97% | |
| 35 | JNJJOHNSON & JOHNSON | 58,432 | $12.1B | 0.93% | |
| 36 | MNSTMONSTER BEVERAGE CORP NEW | 155,302 | $11.9B | 0.92% | |
| 37 | 4I1PHILIP MORRIS INTL INC | 70,553 | $11.3B | 0.87% | |
| 38 | AIGAMERICAN INTL GROUP INC | 129,932 | $11.1B | 0.86% | |
| 39 | AMGNAMGEN INC | 32,336 | $10.6B | 0.82% | |
| 40 | HDHOME DEPOT INC | 30,594 | $10.5B | 0.81% | |
| 41 | XLFSELECT SECTOR SPDR TR | 180,291 | $9.9B | 0.76% | |
| 42 | XLFISELECT SECTOR SPDR TR | 125,358 | $9.7B | 0.75% | |
| 43 | CLCOLGATE PALMOLIVE CO | 118,682 | $9.4B | 0.72% | |
| 44 | SBUXSTARBUCKS CORP | 101,299 | $8.5B | 0.66% | |
| 45 | CVXCHEVRON CORP NEW | 55,861 | $8.5B | 0.66% | |
| 46 | GQ9SPDR GOLD TR | 19,882 | $7.9B | 0.61% | |
| 47 | OREALTY INCOME CORP | 137,004 | $7.7B | 0.60% | |
| 48 | DISDISNEY WALT CO | 66,232 | $7.5B | 0.58% | |
| 49 | IWNISHARES TR | 38,615 | $7.0B | 0.54% | |
| 50 | DHRDANAHER CORPORATION | 30,543 | $7.0B | 0.54% | |
| 51 | XOMEXXON MOBIL CORP | 55,480 | $6.7B | 0.52% | |
| 52 | XLBSELECT SECTOR SPDR TR | 146,277 | $6.6B | 0.51% | |
| 53 | TSLATESLA INC | 13,357 | $6.0B | 0.46% | |
| 54 | OZBELPOINTE PREP LLC | 89,354 | $5.8B | 0.45% | |
| 55 | EFVISHARES TR | 78,063 | $5.6B | 0.43% | |
| 56 | VENVENTAS INC | 71,460 | $5.5B | 0.43% | |
| 57 | TMUST-MOBILE US INC | 26,279 | $5.3B | 0.41% | |
| 58 | LNGCHENIERE ENERGY INC | 26,396 | $5.1B | 0.40% | |
| 59 | LNTALLIANT ENERGY CORP | 78,449 | $5.1B | 0.39% | |
| 60 | DEDEERE & CO | 10,718 | $5.0B | 0.39% | |
| 61 | VVISA INC | 13,899 | $4.9B | 0.38% | |
| 62 | LLYELI LILLY & CO | 4,533 | $4.9B | 0.38% | |
| 63 | JKHYHENRY JACK & ASSOC INC | 26,201 | $4.8B | 0.37% | |
| 64 | LPLALPL FINL HLDGS INC | 13,203 | $4.7B | 0.36% | |
| 65 | RTXRTX CORPORATION | 19,659 | $3.6B | 0.28% | |
| 66 | WFCWELLS FARGO CO NEW | 38,381 | $3.6B | 0.28% | |
| 67 | MCDMCDONALDS CORP | 11,408 | $3.5B | 0.27% | |
| 68 | PYPLPAYPAL HLDGS INC | 58,168 | $3.4B | 0.26% | |
| 69 | PEPPEPSICO INC | 23,483 | $3.4B | 0.26% | |
| 70 | GOOGALPHABET INC | 10,725 | $3.4B | 0.26% | |
| 71 | GILDGILEAD SCIENCES INC | 27,347 | $3.4B | 0.26% | |
| 72 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,485 | $3.3B | 0.25% | |
| 73 | DGDOLLAR GEN CORP NEW | 24,348 | $3.2B | 0.25% | |
| 74 | RSPDINVESCO EXCHANGE TRADED FD T | 55,154 | $3.1B | 0.24% | |
| 75 | SPMDSPDR SERIES TRUST | 53,813 | $3.1B | 0.24% | |
| 76 | XLVSELECT SECTOR SPDR TR | 18,623 | $2.9B | 0.22% | |
| 77 | AMDADVANCED MICRO DEVICES INC | 13,241 | $2.8B | 0.22% | |
| 78 | LENLENNAR CORP | 27,421 | $2.8B | 0.22% | |
| 79 | XMHQINVESCO EXCHANGE TRADED FD T | 27,148 | $2.8B | 0.21% | |
| 80 | MBSFVALUED ADVISERS TR | 103,262 | $2.6B | 0.20% | |
| 81 | MUMICRON TECHNOLOGY INC | 9,145 | $2.6B | 0.20% | |
| 82 | JJACOBS SOLUTIONS INC | 19,328 | $2.6B | 0.20% | |
| 83 | RJFRAYMOND JAMES FINL INC | 15,927 | $2.6B | 0.20% | |
| 84 | ITWILLINOIS TOOL WKS INC | 10,315 | $2.5B | 0.20% | |
| 85 | XLYSELECT SECTOR SPDR TR | 21,260 | $2.5B | 0.20% | |
| 86 | HONHONEYWELL INTL INC | 13,007 | $2.5B | 0.20% | |
| 87 | BACVERIZON COMMUNICATIONS INC | 62,225 | $2.5B | 0.20% | |
| 88 | PGPROCTER AND GAMBLE CO | 17,597 | $2.5B | 0.19% | |
| 89 | NDQINVESCO QQQ TR | 4,088 | $2.5B | 0.19% | |
| 90 | NFLXNETFLIX INC | 26,675 | $2.5B | 0.19% | |
| 91 | JCIJOHNSON CTLS INTL PLC | 20,636 | $2.5B | 0.19% | |
| 92 | COSTCOSTCO WHSL CORP NEW | 2,818 | $2.4B | 0.19% | |
| 93 | SPDWSPDR INDEX SHS FDS | 53,688 | $2.4B | 0.18% | |
| 94 | XLISELECT SECTOR SPDR TR | 15,174 | $2.4B | 0.18% | |
| 95 | FTNTFORTINET INC | 29,488 | $2.3B | 0.18% | |
| 96 | RMERESMED INC | 9,642 | $2.3B | 0.18% | |
| 97 | SHYISHARES TR | 27,174 | $2.3B | 0.17% | |
| 98 | ABBVABBVIE INC | 9,851 | $2.3B | 0.17% | |
| 99 | XLCSELECT SECTOR SPDR TR | 18,775 | $2.2B | 0.17% | |
| 100 | AGGISHARES TR | 21,221 | $2.1B | 0.16% |
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