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United Asset Strategies, Inc.

All holdings · as of Dec 31, 2025

262 positions

CompanyClassValueShares% of portfolio
Workday Inc—$845.8K3,9380.1%
EMERSON ELECTRIC CO—$852.8K6,4260.1%
SELECT SECTOR SPDR TR—$861.3K20,1750.1%
Chubb Ltd—$865.3K2,7720.1%
EVERSOURCE ENERGY—$872.5K12,9580.1%
ISHARES TR—$882.0K9,1590.1%
NU HLDGS LTD—$893.6K53,3790.1%
iShares MSCI UAE ETF—$895.3K10,2720.1%
PENTAIR plc—$913.6K8,7730.1%
W.W. GRAINGER, INC.—$914.2K9060.1%
O REILLY AUTOMOTIVE INC—$915.9K10,0420.1%
ROLLINS INC—$923.9K15,3940.1%
US Foods Holding Corp.—$939.8K12,4780.1%
Hilton Worldwide Holdings Inc.—$941.3K3,2770.1%
DoorDash, Inc.—$945.4K4,1740.1%
CrowdStrike Holdings, Inc.—$953.0K2,0330.1%
MercadoLibre, Inc.—$954.8K4740.1%
GENERAL DYNAMICS CORP—$1.03M3,0720.1%
Air Products & Chemicals, Inc.—$1.08M4,3830.1%
Vulcan Materials Co—$1.08M3,7980.1%
Datadog, Inc.—$1.10M8,0980.1%
PROSHARES TR—$1.12M16,9080.1%
CINTAS CORP—$1.12M5,9480.1%
TEXAS INSTRUMENTS INC—$1.14M6,5990.1%
SPDR INDEX SHS FDS—$1.15M24,5910.1%
Monolithic Power Systems Inc—$1.20M1,3290.1%
Williams Cos Inc/The—$1.21M20,0480.1%
Zoetis Inc.—$1.22M9,7070.1%
ANGEL OAK FUNDS TRUST—$1.26M144,6220.1%
CISCO SYSTEMS, INC.—$1.30M16,8980.1%
Autodesk, Inc.—$1.31M4,4220.1%
ISHARES TR—$1.32M12,4700.1%
AMERICAN EXPRESS CO—$1.34M3,6120.1%
CATERPILLAR INC—$1.34M2,3340.1%
INTUIT INC.—$1.35M2,0360.1%
VERTEX PHARMACEUTICALS INC / MA—$1.36M3,0100.1%
Walmart Inc.—$1.40M12,5410.1%
ISHARES TR—$1.41M14,7120.1%
United Parcel Service Inc—$1.46M14,7430.1%
ORACLE CORP—$1.47M7,5360.1%
NIKE, Inc.—$1.47M23,1390.1%
Intuitive Surgical Inc—$1.50M2,6420.1%
COCA COLA CO—$1.50M21,4700.1%
CH Robinson Worldwide Inc—$1.59M9,8660.1%
CADENCE DESIGN SYSTEMS INC—$1.59M5,0930.1%
NEXTERA ENERGY INC—$1.63M20,2620.1%
ROSS STORES, INC.—$1.63M9,0430.1%
Palantir Technologies Inc—$1.64M9,2010.1%
LOWES COMPANIES INC—$1.68M6,9720.1%
Vistra Corp.—$1.70M10,5110.1%
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