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 51–100 of 262
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 55K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 146K | $1M+ | SH |
| TSLA | TESLA INC | 13K | $1M+ | SH |
| OZ | BELPOINTE PREP LLC | 89K | $1M+ | SH |
| EFV | ISHARES TR | 78K | $1M+ | SH |
| VTR | VENTAS INC | 71K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 26K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 26K | $1M+ | SH |
| LNT | ALLIANT ENERGY CORP | 78K | $1M+ | SH |
| DE | DEERE & CO | 11K | $1M+ | SH |
| V | VISA INC | 14K | $1M+ | SH |
| LLY | ELI LILLY & CO | 5K | $1M+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 26K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 13K | $1M+ | SH |
| RTX | RTX CORPORATION | 20K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 38K | $1M+ | SH |
| MCD | MCDONALDS CORP | 11K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 58K | $1M+ | SH |
| PEP | PEPSICO INC | 23K | $1M+ | SH |
| GOOG | ALPHABET INC | 11K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 27K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| DG | DOLLAR GEN CORP NEW | 24K | $1M+ | SH |
| RSPD | INVESCO EXCHANGE TRADED FD T | 55K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 54K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 13K | $1M+ | SH |
| LEN | LENNAR CORP | 27K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 27K | $1M+ | SH |
| MBSF | VALUED ADVISERS TR | 103K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 9K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 19K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 16K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 10K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 21K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 13K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 62K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 18K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| NFLX | NETFLIX INC | 27K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 21K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 54K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 15K | $1M+ | SH |
| FTNT | FORTINET INC | 29K | $1M+ | SH |
| RMD | RESMED INC | 10K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| SHY | ISHARES TR | 27K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |
| AGG | ISHARES TR | 21K | $1M+ | SH |