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 251–262 of 262
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| EZU | ISHARES INC | 3K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 2K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| IYR | ISHARES TR | 2K | $100K–$500K | SH |
| HRL | HORMEL FOODS CORP | 9K | $100K–$500K | SH |
| HUMA | HUMACYTE INC | 210K | $100K–$500K | SH |
| FDX | FEDEX CORP | 693 | $100K–$500K | SH |
| APLE | APPLE HOSPITALITY REIT INC | 12K | $100K–$500K | SH |
| HIX | WESTERN ASSET HIGH INCOM FD | 17K | $50K–$100K | SH |
| USEG | U S ENERGY CORP DEL | 29K | $15K–$50K | SH |
| REE | REE AUTOMOTIVE LTD | 13K | $1K–$15K | SH |