CIK 1539948
United Asset Strategies, Inc.
Institutional 13F holdings & portfolio
Holdings
262
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 262
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 391K | $1M+ | SH |
| GOOGL | ALPHABET INC | 208K | $1M+ | SH |
| AAPL | APPLE INC | 230K | $1M+ | SH |
| AMZN | AMAZON COM INC | 221K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 105K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 272K | $1M+ | SH |
| META | META PLATFORMS INC | 49K | $1M+ | SH |
| AVGO | BROADCOM INC | 77K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 75K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 41K | $1M+ | SH |
| MRK | MERCK & CO INC | 217K | $1M+ | SH |
| USFR | WISDOMTREE TR | 425K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 23K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 415K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 189K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 334K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 32K | $1M+ | SH |
| ASML | ASML HOLDING N V | 17K | $1M+ | SH |
| NOW | SERVICENOW INC | 118K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 97K | $1M+ | SH |
| SOXX | ISHARES TR | 59K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 35K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 192K | $1M+ | SH |
| C | CITIGROUP INC | 129K | $1M+ | SH |
| ECL | ECOLAB INC | 56K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 67K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 182K | $1M+ | SH |
| ADBE | ADOBE INC | 40K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 509K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 297K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 143K | $1M+ | SH |
| ETN | EATON CORP PLC | 41K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 109K | $1M+ | SH |
| MCK | MCKESSON CORP | 15K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 58K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 155K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 71K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 130K | $1M+ | SH |
| AMGN | AMGEN INC | 32K | $1M+ | SH |
| HD | HOME DEPOT INC | 31K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 180K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 125K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 119K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 101K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 56K | $1M+ | SH |
| GLD | SPDR GOLD TR | 20K | $1M+ | SH |
| O | REALTY INCOME CORP | 137K | $1M+ | SH |
| DIS | DISNEY WALT CO | 66K | $1M+ | SH |
| IWN | ISHARES TR | 39K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 31K | $1M+ | SH |