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 201–250 of 262
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CCI | CROWN CASTLE INC | 5K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 1K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| ARKQ | ARK ETF TR | 3K | $100K–$500K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 5K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 12K | $100K–$500K | SH |
| SUSL | ISHARES TR | 3K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 264 | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 6K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| ESGD | ISHARES TR | 4K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| AGZ | ISHARES TR | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 2K | $100K–$500K | SH |
| IPAY | AMPLIFY ETF TR | 6K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| ALM | ALMONTY INDS INC | 36K | $100K–$500K | SH |
| AMCR | AMCOR PLC | 38K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 997 | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 843 | $100K–$500K | SH |
| ESML | ISHARES TR | 7K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 6K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| LQD | ISHARES TR | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| IEI | ISHARES TR | 2K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 954 | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| FLOT | ISHARES TR | 5K | $100K–$500K | SH |
| EEM | ISHARES TR | 5K | $100K–$500K | SH |
| IVV | ISHARES TR | 375 | $100K–$500K | SH |
| BP | BP PLC | 7K | $100K–$500K | SH |
| JMBS | JANUS DETROIT STR TR | 5K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 2K | $100K–$500K | SH |
| GLXY | GALAXY DIGITAL INC. | 10K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| DEEF | DBX ETF TR | 6K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 348 | $100K–$500K | SH |
| EEMA | ISHARES INC | 2K | $100K–$500K | SH |
| QCLN | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 580 | $100K–$500K | SH |