Institutions / United Asset Strategies, Inc.
United Asset Strategies, Inc.
CIK 1539948 · Institution · as of Dec 31, 2025
Portfolio value
$1.30B
Positions
262
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 262 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $72.92M | 5.6% |
| Alphabet Inc. | $65.04M | 5.0% |
| Apple Inc. | $62.51M | 4.8% |
| Amazon.com Inc | $51.04M | 3.9% |
| Microsoft Corp | $50.84M | 3.9% |
| Select Sector SPDR Tr | $39.22M | 3.0% |
| Meta Platforms Inc | $32.45M | 2.5% |
| Broadcom Inc. | $26.51M | 2.0% |
| JPMorgan Chase & Co | $24.15M | 1.9% |
| Mastercard Inc | $23.68M | 1.8% |
| Merck & Co., Inc. | $22.86M | 1.8% |
| WisdomTree Tr | $21.37M | 1.6% |
| Parker-Hannifin Corp | $20.46M | 1.6% |
| Vanguard Scottsdale Fds | $19.55M | 1.5% |
| Schwab Charles Corp | $18.88M | 1.5% |
| Bank of America Corp /De | $18.35M | 1.4% |
| Thermo Fisher Scientific Inc. | $18.33M | 1.4% |
| Asml Holding N V | $18.30M | 1.4% |
| ServiceNow Inc | $18.01M | 1.4% |
| Palo Alto Networks Inc | $17.89M | 1.4% |
| iShares Tr | $17.71M | 1.4% |
| Lockheed Martin Corp | $16.80M | 1.3% |
| Edwards Lifesciences Corp | $16.35M | 1.3% |
| Citigroup Inc | $15.03M | 1.2% |
| Ecolab Inc. | $14.75M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.