Back to United Asset Strategies, Inc.

United Asset Strategies, Inc.

All holdings · as of Dec 31, 2025

262 positions

CompanyClassValueShares% of portfolio
Accenture plc$1.72M6,4130.1%
QUALCOMM INC/DE$1.72M10,0590.1%
KKR & Co. Inc.$1.73M13,5690.1%
S&P Global Inc.$1.74M3,3220.1%
SYSCO CORP$1.76M23,8640.1%
SELECT SECTOR SPDR TR$1.79M39,9590.1%
T Rowe Price Group Inc$1.79M17,4850.1%
FirstEnergy Corp$1.80M40,1750.1%
PAYCHEX INC$1.86M16,5410.1%
SPDR S&P 500 ETF TR$1.92M2,8120.1%
NUCOR CORP$1.94M11,9080.1%
APPLIED MATERIALS INC /DE$2.01M7,8170.2%
ISHARES TR$2.12M21,2210.2%
SELECT SECTOR SPDR TR$2.21M18,7750.2%
ISHARES TR$2.25M27,1740.2%
AbbVie Inc.$2.25M9,8510.2%
RESMED INC$2.32M9,6420.2%
Fortinet Inc$2.34M29,4880.2%
SELECT SECTOR SPDR TR$2.35M15,1740.2%
SPDR INDEX SHS FDS$2.38M53,6880.2%
COSTCO WHOLESALE CORP /NEW$2.43M2,8180.2%
Johnson Controls International plc$2.47M20,6360.2%
Netflix Inc$2.50M26,6750.2%
INVESCO QQQ TR$2.51M4,0880.2%
PROCTER & GAMBLE Co$2.52M17,5970.2%
VERIZON COMMUNICATIONS INC$2.53M62,2250.2%
HONEYWELL INTERNATIONAL INC$2.54M13,0070.2%
SELECT SECTOR SPDR TR$2.54M21,2600.2%
ILLINOIS TOOL WORKS INC$2.54M10,3150.2%
RAYMOND JAMES FINANCIAL INC$2.56M15,9270.2%
JACOBS SOLUTIONS INC.$2.56M19,3280.2%
MICRON TECHNOLOGY INC$2.61M9,1450.2%
VALUED ADVISERS TR$2.65M103,2620.2%
INVESCO EXCHANGE TRADED FD T$2.78M27,1480.2%
LENNAR CORP /NEW$2.82M27,4210.2%
ADVANCED MICRO DEVICES INC$2.84M13,2410.2%
SELECT SECTOR SPDR TR$2.88M18,6230.2%
SPDR SERIES TRUST$3.12M53,8130.2%
INVESCO EXCHANGE TRADED FD T$3.15M55,1540.2%
DOLLAR GENERAL CORP$3.23M24,3480.2%
Warren E. Buffett$3.26M6,4850.3%
GILEAD SCIENCES, INC.$3.36M27,3470.3%
Alphabet Inc.$3.37M10,7250.3%
PEPSICO INC$3.37M23,4830.3%
PayPal Holdings, Inc.$3.40M58,1680.3%
MCDONALD'S CORP$3.49M11,4080.3%
WELLS FARGO & COMPANY/MN$3.58M38,3810.3%
RTX Corp$3.61M19,6590.3%
LPL Financial Holdings Inc.$4.72M13,2030.4%
Jack Henry & Associates Inc$4.78M26,2010.4%
← PrevPage 4 of 6Next →