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United Asset Strategies, Inc.

All holdings · as of Dec 31, 2025

262 positions

CompanyClassValueShares% of portfolio
Mondelez International, Inc.—$345.1K6,4100.0%
TransDigm Group Inc.—$351.4K2640.0%
iShares MSCI UAE ETF—$355.3K2,9300.0%
Comcast Corp.—$361.0K12,0790.0%
SELECT SECTOR SPDR TR—$378.0K9,3680.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$386.6K1,2720.0%
SPDR SERIES TRUST—$388.4K4,2500.0%
Cognizant Technology Solutions Corp—$391.2K4,7130.0%
ARK ETF TR—$398.0K3,4710.0%
VANGUARD BD INDEX FDS—$405.0K5,4680.0%
Willis Towers Watson PLC—$433.7K1,3200.0%
Crown Castle Inc—$438.3K4,9310.0%
SCHWAB STRATEGIC TR—$439.6K16,7590.0%
AT&T INC.—$443.9K17,8730.0%
Constellation Energy Corp—$466.0K1,3190.0%
DOMINION ENERGY, INC—$476.9K8,1390.0%
PPG INDUSTRIES INC—$477.0K4,6560.0%
VEEVA SYSTEMS INC—$488.2K2,1870.0%
LINDE PLC—$538.6K1,2630.0%
INVESCO EXCH TRADED FD TR II—$549.6K20,2050.0%
GENUINE PARTS CO—$552.4K4,4920.0%
ISHARES TR—$563.5K1,6430.0%
Fidelity National Financial Inc—$570.6K10,4530.0%
SBA Communications Corp—$575.0K2,9730.0%
Quanta Services Inc—$582.9K1,3810.0%
VANGUARD INDEX FDS—$595.2K9490.0%
BROWN FORMAN CORP—$600.4K23,0410.0%
EOG RESOURCES INC—$603.0K5,7420.0%
Strategy Inc—$608.6K4,0050.0%
Becton Dickinson & Co—$610.4K3,1450.0%
PFIZER INC—$612.5K24,6000.0%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$617.2K19,2510.0%
FREEPORT-MCMORAN INC—$629.8K12,4000.0%
SMITH A O CORP—$641.2K9,5870.0%
iShares MSCI UAE ETF—$662.9K6,4750.1%
Consolidated Edison Inc—$685.7K6,9030.1%
ISHARES GOLD TR—$689.7K8,4970.1%
Targa Resources Corp—$693.4K3,7580.1%
ISHARES TR—$716.6K1,9190.1%
NORDSON CORP—$723.4K3,0090.1%
Medtronic plc—$737.7K7,6800.1%
VANGUARD INDEX FDS—$741.2K2,3550.1%
INTERNATIONAL BUSINESS MACHINES CORP—$766.8K2,5890.1%
Snowflake Inc.—$777.4K3,5440.1%
CVS HEALTH Corp—$784.9K9,8910.1%
Reddit, Inc.—$789.1K3,4330.1%
SYNOPSYS INC—$795.7K1,6940.1%
MetLife Inc—$811.1K10,2750.1%
3M CO—$815.6K5,0940.1%
Arista Networks, Inc.ANETCommon Stock$826.9K6,3110.1%
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