United Asset Strategies, Inc. Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$1.3B

Holdings

262

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (262 positions)

#	Stock	Shares	Value	% Portfolio
201	8CWCROWN CASTLE INC	4,931	$438K	0.03%
202	WTWWILLIS TOWERS WATSON PLC LTD	1,320	$433K	0.03%
203	BNDVANGUARD BD INDEX FDS	5,468	$405K	0.03%
204	ARKQARK ETF TR	3,471	$397K	0.03%
205	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	4,713	$391K	0.03%
206	BILSPDR SERIES TRUST	4,250	$388K	0.03%
207	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,272	$386K	0.03%
208	XLRESELECT SECTOR SPDR TR	9,368	$377K	0.03%
209	CMCSACOMCAST CORP NEW	12,079	$361K	0.03%
210	SUSLISHARES TR	2,930	$355K	0.03%
211	T7DTRANSDIGM GROUP INC	264	$351K	0.03%
212	MDLZMONDELEZ INTL INC	6,410	$345K	0.03%
213	TIPISHARES TR	3,120	$342K	0.03%
214	ESGDISHARES TR	3,566	$339K	0.03%
215	TJXTJX COS INC NEW	2,184	$335K	0.03%
216	AGZISHARES TR	3,037	$334K	0.03%
217	COPCONOCOPHILLIPS	3,568	$333K	0.03%
218	IVWISHARES TR	2,672	$329K	0.03%
219	HIGHARTFORD INSURANCE GROUP INC	2,386	$328K	0.03%
220	IPAYAMPLIFY ETF TR	6,308	$328K	0.03%
221	EFAISHARES TR	3,401	$326K	0.03%
222	AIIALMONTY INDS INC	36,483	$321K	0.02%
223	AMCRAMCOR PLC	38,453	$320K	0.02%
224	COFCAPITAL ONE FINL CORP	1,277	$309K	0.02%
225	GEGE AEROSPACE	997	$306K	0.02%
226	SMHVANECK ETF TRUST	843	$303K	0.02%
227	ESMLISHARES TR	6,531	$300K	0.02%
228	VGITVANGUARD SCOTTSDALE FDS	4,919	$294K	0.02%
229	IBITISHARES BITCOIN TRUST ETF	5,915	$293K	0.02%
230	CITHE CIGNA GROUP	1,048	$288K	0.02%
231	LQDISHARES TR	2,613	$287K	0.02%
232	CRMSALESFORCE INC	1,083	$287K	0.02%
233	IEIISHARES TR	2,389	$285K	0.02%
234	AEPAMERICAN ELEC PWR CO INC	2,449	$282K	0.02%
235	BABOEING CO	1,272	$276K	0.02%
236	TRVTRAVELERS COMPANIES INC	954	$276K	0.02%
237	FLOTISHARES TR	5,256	$267K	0.02%
238	EEMISHARES TR	4,752	$260K	0.02%
239	IVVISHARES TR	375	$257K	0.02%
240	BPBP PLC	7,051	$244K	0.02%
241	JMBSJANUS DETROIT STR TR	5,345	$244K	0.02%
242	SHOPSHOPIFY INC	1,502	$241K	0.02%
243	NEMNEWMONT CORP	2,400	$239K	0.02%
244	GLXYGALAXY DIGITAL INC.	10,495	$234K	0.02%
245	PPAINVESCO EXCHANGE TRADED FD T	1,489	$233K	0.02%
246	DEEFDBX ETF TR	6,485	$233K	0.02%
247	GEVGE VERNOVA INC	348	$227K	0.02%
248	EEMAISHARES INC	2,418	$227K	0.02%
249	QCLNFIRST TR EXCHANGE-TRADED FD	5,079	$226K	0.02%
250	ROKROCKWELL AUTOMATION INC	580	$225K	0.02%
251	AQLTISHARES TR	1,592	$224K	0.02%
252	EZUISHARES INC	3,472	$222K	0.02%
253	CLXCLOROX CO DEL	2,142	$216K	0.02%
254	GBTCGRAYSCALE BITCOIN TRUST ETF	3,138	$214K	0.02%
255	IYRISHARES TR	2,247	$210K	0.02%
256	HRLHORMEL FOODS CORP	8,568	$203K	0.02%
257	HUMAHUMACYTE INC	209,608	$201K	0.02%
258	FDXFEDEX CORP	693	$200K	0.02%
259	APLEAPPLE HOSPITALITY REIT INC	12,219	$144K	0.01%
260	HIXWESTERN ASSET HIGH INCOM FD	16,836	$70K	0.01%
261	USEGU S ENERGY CORP DEL	28,965	$26K	0.00%
262	REEREE AUTOMOTIVE LTD	13,333	$9K	0.00%

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