United Asset Strategies, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| EXXON MOBIL CORP | $6.68M | 0.5% |
| SELECT SECTOR SPDR TR | $6.63M | 0.5% |
| Tesla Inc | $6.01M | 0.5% |
| BELPOINTE PREP LLC | $5.81M | 0.4% |
| ISHARES TR | $5.57M | 0.4% |
| Ventas, Inc. | $5.53M | 0.4% |
| T-Mobile US, Inc.TMUS | $5.34M | 0.4% |
| Cheniere Energy, Inc. | $5.13M | 0.4% |
| ALLIANT ENERGY CORP | $5.10M | 0.4% |
| DEERE & CO | $4.99M | 0.4% |
| Visa Inc | $4.87M | 0.4% |
| ELI LILLY & Co | $4.87M | 0.4% |
| Jack Henry & Associates Inc | $4.78M | 0.4% |
| LPL Financial Holdings Inc. | $4.72M | 0.4% |
| RTX Corp | $3.61M | 0.3% |
| WELLS FARGO & COMPANY/MN | $3.58M | 0.3% |
| MCDONALD'S CORP | $3.49M | 0.3% |
| PayPal Holdings, Inc. | $3.40M | 0.3% |
| PEPSICO INC | $3.37M | 0.3% |
| Alphabet Inc. | $3.37M | 0.3% |
| GILEAD SCIENCES, INC. | $3.36M | 0.3% |
| Warren E. Buffett | $3.26M | 0.3% |
| DOLLAR GENERAL CORP | $3.23M | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $3.15M | 0.2% |
| SPDR SERIES TRUST | $3.12M | 0.2% |
| SELECT SECTOR SPDR TR | $2.88M | 0.2% |
| ADVANCED MICRO DEVICES INC | $2.84M | 0.2% |
| LENNAR CORP /NEW | $2.82M | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $2.78M | 0.2% |
| VALUED ADVISERS TR | $2.65M | 0.2% |
| MICRON TECHNOLOGY INC | $2.61M | 0.2% |
| JACOBS SOLUTIONS INC. | $2.56M | 0.2% |
| RAYMOND JAMES FINANCIAL INC | $2.56M | 0.2% |
| ILLINOIS TOOL WORKS INC | $2.54M | 0.2% |
| SELECT SECTOR SPDR TR | $2.54M | 0.2% |
| HONEYWELL INTERNATIONAL INC | $2.54M | 0.2% |
| VERIZON COMMUNICATIONS INC | $2.53M | 0.2% |
| PROCTER & GAMBLE Co | $2.52M | 0.2% |
| INVESCO QQQ TR | $2.51M | 0.2% |
| Netflix Inc | $2.50M | 0.2% |
| Johnson Controls International plc | $2.47M | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $2.43M | 0.2% |
| SPDR INDEX SHS FDS | $2.38M | 0.2% |
| SELECT SECTOR SPDR TR | $2.35M | 0.2% |
| Fortinet Inc | $2.34M | 0.2% |
| RESMED INC | $2.32M | 0.2% |
| AbbVie Inc. | $2.25M | 0.2% |
| ISHARES TR | $2.25M | 0.2% |
| SELECT SECTOR SPDR TR | $2.21M | 0.2% |
| ISHARES TR | $2.12M | 0.2% |