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 151–200 of 262
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ROL | ROLLINS INC | 15K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 10K | $500K+ | SH |
| GWW | WW GRAINGER INC | 906 | $500K+ | SH |
| PNR | PENTAIR PLC | 9K | $500K+ | SH |
| TLT | ISHARES TR | 10K | $500K+ | SH |
| NU | NU HLDGS LTD | 53K | $500K+ | SH |
| ITB | ISHARES TR | 9K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 13K | $500K+ | SH |
| CB | CHUBB LIMITED | 3K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 20K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 6K | $500K+ | SH |
| WDAY | WORKDAY INC | 4K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 6K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| MET | METLIFE INC | 10K | $500K+ | SH |
| SNPS | SYNOPSYS INC | 2K | $500K+ | SH |
| RDDT | REDDIT INC | 3K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 10K | $500K+ | SH |
| SNOW | SNOWFLAKE INC | 4K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 8K | $500K+ | SH |
| NDSN | NORDSON CORP | 3K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| TRGP | TARGA RES CORP | 4K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 8K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 7K | $500K+ | SH |
| STIP | ISHARES TR | 6K | $500K+ | SH |
| AOS | SMITH A O CORP | 10K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 12K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 19K | $500K+ | SH |
| PFE | PFIZER INC | 25K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 3K | $500K+ | SH |
| MSTR | STRATEGY INC | 4K | $500K+ | SH |
| EOG | EOG RES INC | 6K | $500K+ | SH |
| BF.B | BROWN FORMAN CORP | 23K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 949 | $500K+ | SH |
| PWR | QUANTA SVCS INC | 1K | $500K+ | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 3K | $500K+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 10K | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| GPC | GENUINE PARTS CO | 4K | $500K+ | SH |
| BAB | INVESCO EXCH TRADED FD TR II | 20K | $500K+ | SH |
| LIN | LINDE PLC | 1K | $500K+ | SH |
| VEEV | VEEVA SYS INC | 2K | $100K–$500K | SH |
| PPG | PPG INDS INC | 5K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 8K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 1K | $100K–$500K | SH |
| T | AT&T INC | 18K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |