United Asset Strategies, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, United Asset Strategies, Inc. held in its portfolio 258 assets valued at $1,295,479,762 (i.e. $1.30B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($72.92M), ALPHABET INC ($65.04M), and APPLE INC ($62.51M).
The chart below shows the top 10 valuable assets, and the table below shows the top 258 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
United Asset Strategies, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 390988 | 72919264 | COM |
| ALPHABET INC | 207797 | 65040171 | CAP STK CL A |
| APPLE INC | 229928 | 62508020 | COM |
| AMAZON COM INC | 221108 | 51036033 | COM |
| MICROSOFT CORP | 105120 | 50838029 | COM |
| SELECT SECTOR SPDR TR | 272450 | 39224579 | STATE STREET TEC |
| META PLATFORMS INC | 49155 | 32446581 | CL A |
| SPDR SERIES TRUST | 537831 | 32072835 | STATE STREET SPD |
| BROADCOM INC | 76603 | 26512327 | COM |
| JPMORGAN CHASE & CO. | 74950 | 24150335 | COM |
| MASTERCARD INCORPORATED | 41484 | 23682509 | CL A |
| MERCK & CO INC | 217195 | 22862008 | COM |
| WISDOMTREE TR | 424621 | 21366927 | FLOATNG RAT TREA |
| PARKER-HANNIFIN CORP | 23276 | 20458474 | COM |
| VANGUARD SCOTTSDALE FDS | 415274 | 19551118 | MTG-BKD SECS ETF |
| SCHWAB CHARLES CORP | 188923 | 18875330 | COM |
| BANK AMERICA CORP | 333612 | 18348669 | COM |
| THERMO FISHER SCIENTIFIC INC | 31641 | 18334318 | COM |
| ASML HOLDING N V | 17101 | 18295948 | N Y REGISTRY SHS |
| SERVICENOW INC | 117572 | 18010809 | COM |
| PALO ALTO NETWORKS INC | 97138 | 17892799 | COM |
| ISHARES TR | 58811 | 17711082 | ISHARES SEMICDTR |
| LOCKHEED MARTIN CORP | 34736 | 16801134 | COM |
| EDWARDS LIFESCIENCES CORP | 191745 | 16346261 | COM |
| CITIGROUP INC | 128838 | 15034089 | COM NEW |
| ECOLAB INC | 56189 | 14750872 | COM |
| WASTE MGMT INC DEL | 66666 | 14647112 | COM |
| ADOBE INC | 40364 | 14127124 | COM |
| KINDER MORGAN INC DEL | 509029 | 13993205 | COM |
| ENTERGY CORP NEW | 142674 | 13187329 | COM |
| EATON CORP PLC | 40551 | 12915991 | SHS |
| DUKE ENERGY CORP NEW | 109335 | 12815222 | COM NEW |
| MCKESSON CORP | 15349 | 12590146 | COM |
| SELECT SECTOR SPDR TR | 146618 | 12276471 | STATE STREET CON |
| JOHNSON & JOHNSON | 58432 | 12092471 | COM |
| MONSTER BEVERAGE CORP NEW | 155302 | 11907004 | COM |
| PHILIP MORRIS INTL INC | 70553 | 11316712 | COM |
| AMERICAN INTL GROUP INC | 129932 | 11115703 | COM NEW |
| AMGEN INC | 32336 | 10584036 | COM |
| HOME DEPOT INC | 30594 | 10527616 | COM |
| SELECT SECTOR SPDR TR | 180291 | 9874563 | STATE STREET FIN |
| COLGATE PALMOLIVE CO | 118682 | 9378199 | COM |
| STARBUCKS CORP | 101299 | 8530322 | COM |
| CHEVRON CORP NEW | 55861 | 8513671 | COM |
| SPDR GOLD TR | 19882 | 7879303 | GOLD SHS |
| REALTY INCOME CORP | 137004 | 7722910 | COM |
| DISNEY WALT CO | 66232 | 7535140 | COM |
| ISHARES TR | 38615 | 6997509 | RUS 2000 VAL ETF |
| DANAHER CORPORATION | 30543 | 6991888 | COM |
| EXXON MOBIL CORP | 55480 | 6676440 | COM |
| SELECT SECTOR SPDR TR | 146277 | 6633669 | STATE STREET MAT |
| TESLA INC | 13357 | 6006848 | COM |
| BELPOINTE PREP LLC | 89354 | 5810691 | UNIT RP LTD LB A |
| ISHARES TR | 78063 | 5574496 | EAFE VALUE ETF |
| VENTAS INC | 71460 | 5529527 | COM |
| T-MOBILE US INC | 26279 | 5335697 | COM |
| CHENIERE ENERGY INC | 26396 | 5131247 | COM NEW |
| ALLIANT ENERGY CORP | 78449 | 5099992 | COM |
| DEERE & CO | 10718 | 4990035 | COM |
| VISA INC | 13899 | 4874613 | COM CL A |
| ELI LILLY & CO | 4533 | 4872021 | COM |
| HENRY JACK & ASSOC INC | 26201 | 4781088 | COM |
| LPL FINL HLDGS INC | 13203 | 4715812 | COM |
| RTX CORPORATION | 19659 | 3605472 | COM |
| WELLS FARGO CO NEW | 38381 | 3577136 | COM |
| MCDONALDS CORP | 11408 | 3486622 | COM |
| PAYPAL HLDGS INC | 58168 | 3395876 | COM |
| PEPSICO INC | 23483 | 3370194 | COM |
| ALPHABET INC | 10725 | 3365278 | CAP STK CL C |
| GILEAD SCIENCES INC | 27347 | 3356640 | COM |
| BERKSHIRE HATHAWAY INC DEL | 6485 | 3259685 | CL B NEW |
| DOLLAR GEN CORP NEW | 24348 | 3232659 | COM |
| INVESCO EXCHANGE TRADED FD T | 55154 | 3145433 | S&P500 EQL DIS |
| SELECT SECTOR SPDR TR | 18623 | 2882804 | STATE STREET HEA |
| ADVANCED MICRO DEVICES INC | 13241 | 2835693 | COM |
| LENNAR CORP | 27421 | 2818886 | CL A |
| INVESCO EXCHANGE TRADED FD T | 27148 | 2780498 | S&P MDCP QUALITY |
| VALUED ADVISERS TR | 103262 | 2648133 | REGAN FLTG RATE |
| MICRON TECHNOLOGY INC | 9145 | 2610158 | COM |
| JACOBS SOLUTIONS INC | 19328 | 2560124 | COM |
| RAYMOND JAMES FINL INC | 15927 | 2557717 | COM |
| ILLINOIS TOOL WKS INC | 10315 | 2540542 | COM |
| HONEYWELL INTL INC | 13007 | 2537486 | COM |
| VERIZON COMMUNICATIONS INC | 62225 | 2534429 | COM |
| PROCTER AND GAMBLE CO | 17597 | 2521768 | COM |
| INVESCO QQQ TR | 4088 | 2511163 | UNIT SER 1 |
| NETFLIX INC | 26675 | 2501048 | COM |
| JOHNSON CTLS INTL PLC | 20636 | 2471131 | SHS |
| COSTCO WHSL CORP NEW | 2818 | 2429918 | COM |
| SPDR INDEX SHS FDS | 53688 | 2384296 | PORTFOLIO DEVLPD |
| SELECT SECTOR SPDR TR | 15174 | 2353828 | STATE STREET IND |
| FORTINET INC | 29488 | 2341642 | COM |
| RESMED INC | 9642 | 2322497 | COM |
| ABBVIE INC | 9851 | 2250909 | COM |
| ISHARES TR | 27174 | 2250531 | 1 3 YR TREAS BD |
| SELECT SECTOR SPDR TR | 18775 | 2210111 | STATE STREET COM |
| ISHARES TR | 21221 | 2119561 | CORE US AGGBD ET |
| APPLIED MATLS INC | 7817 | 2008906 | COM |
| NUCOR CORP | 11908 | 1942284 | COM |
| SPDR S&P 500 ETF TR | 2812 | 1917619 | TR UNIT |
| PAYCHEX INC | 16541 | 1855600 | COM |
| FIRSTENERGY CORP | 40175 | 1798644 | COM |
| PRICE T ROWE GROUP INC | 17485 | 1790101 | COM |
| SELECT SECTOR SPDR TR | 39959 | 1786558 | STATE STREET ENE |
| SYSCO CORP | 23864 | 1758551 | COM |
| S&P GLOBAL INC | 3322 | 1736208 | COM |
| KKR & CO INC | 13569 | 1729834 | COM |
| QUALCOMM INC | 10059 | 1720695 | COM |
| ACCENTURE PLC IRELAND | 6413 | 1720678 | SHS CLASS A |
| VISTRA CORP | 10511 | 1695785 | COM |
| LOWES COS INC | 6972 | 1681419 | COM |
| PALANTIR TECHNOLOGIES INC | 9201 | 1635436 | CL A |
| ROSS STORES INC | 9043 | 1629006 | COM |
| NEXTERA ENERGY INC | 20262 | 1626633 | COM |
| CADENCE DESIGN SYSTEM INC | 5093 | 1591970 | COM |
| C H ROBINSON WORLDWIDE INC | 9866 | 1586053 | COM NEW |
| COCA COLA CO | 21470 | 1500991 | COM |
| INTUITIVE SURGICAL INC | 2642 | 1496323 | COM NEW |
| NIKE INC | 23139 | 1474204 | CL B |
| ORACLE CORP | 7536 | 1468671 | COM |
| UNITED PARCEL SERVICE INC | 14743 | 1462304 | CL B |
| ISHARES TR | 14712 | 1414743 | 7-10 YR TRSY BD |
| WALMART INC | 12541 | 1397180 | COM |
| VERTEX PHARMACEUTICALS INC | 3010 | 1364614 | COM |
| INTUIT | 2036 | 1348771 | COM |
| CATERPILLAR INC | 2334 | 1336875 | COM |
| AMERICAN EXPRESS CO | 3612 | 1336124 | COM |
| ISHARES TR | 12470 | 1317954 | EXPANDED TECH |
| AUTODESK INC | 4422 | 1308956 | COM |
| CISCO SYS INC | 16898 | 1301640 | COM |
| ANGEL OAK FUNDS TRUST | 144622 | 1264725 | MORTGAGE BACKED |
| ZOETIS INC | 9707 | 1221335 | CL A |
| WILLIAMS COS INC | 20048 | 1205056 | COM |
| MONOLITHIC PWR SYS INC | 1329 | 1204615 | COM |
| SPDR INDEX SHS FDS | 24591 | 1151104 | PORTFOLIO EMG MK |
| TEXAS INSTRS INC | 6599 | 1144826 | COM |
| CINTAS CORP | 5948 | 1118611 | COM |
| PROSHARES TR | 16908 | 1117297 | RUSS 2000 DIVD |
| DATADOG INC | 8098 | 1101247 | CL A COM |
| VULCAN MATLS CO | 3798 | 1083350 | COM |
| AIR PRODS & CHEMS INC | 4383 | 1082629 | COM |
| GENERAL DYNAMICS CORP | 3072 | 1034329 | COM |
| MERCADOLIBRE INC | 474 | 954759 | COM |
| CROWDSTRIKE HLDGS INC | 2033 | 952989 | CL A |
| DOORDASH INC | 4174 | 945369 | CL A |
| HILTON WORLDWIDE HLDGS INC | 3277 | 941318 | COM |
| US FOODS HLDG CORP | 12478 | 939843 | COM |
| ROLLINS INC | 15394 | 923948 | COM |
| OREILLY AUTOMOTIVE INC | 10042 | 915931 | COM |
| WW GRAINGER INC | 906 | 914199 | COM |
| PENTAIR PLC | 8773 | 913617 | SHS |
| ISHARES TR | 10272 | 895315 | 20 YR TR BD ETF |
| NU HLDGS LTD | 53379 | 893564 | ORD SHS CL A |
| ISHARES TR | 9159 | 882012 | US HOME CONS ETF |
| EVERSOURCE ENERGY | 12958 | 872473 | COM |
| CHUBB LIMITED | 2772 | 865257 | COM |
| SELECT SECTOR SPDR TR | 20175 | 861258 | STATE STREET UTI |
| EMERSON ELEC CO | 6426 | 852837 | COM |
| WORKDAY INC | 3938 | 845804 | CL A |
| ARISTA NETWORKS INC | 6311 | 826930 | COM SHS |
| 3M CO | 5094 | 815627 | COM |
| METLIFE INC | 10275 | 811126 | COM |
| SYNOPSYS INC | 1694 | 795706 | COM |
| REDDIT INC | 3433 | 789144 | CL A |
| CVS HEALTH CORP | 9891 | 784943 | COM |
| SNOWFLAKE INC | 3544 | 777412 | COM SHS |
| INTERNATIONAL BUSINESS MACHS | 2589 | 766798 | COM |
| VANGUARD INDEX FDS | 2355 | 741241 | LARGE CAP ETF |
| MEDTRONIC PLC | 7680 | 737731 | SHS |
| NORDSON CORP | 3009 | 723446 | COM |
| ISHARES TR | 1919 | 716631 | RUS 1000 ETF |
| TARGA RES CORP | 3758 | 693351 | COM |
| ISHARES GOLD TR | 8497 | 689701 | ISHARES NEW |
| CONSOLIDATED EDISON INC | 6903 | 685698 | COM |
| ISHARES TR | 6475 | 662923 | 0-5 YR TIPS ETF |
| SMITH A O CORP | 9587 | 641162 | COM |
| FREEPORT-MCMORAN INC | 12400 | 629796 | CL B |
| ENTERPRISE PRODS PARTNERS L | 19251 | 617191 | COM |
| PFIZER INC | 24600 | 612543 | COM |
| BECTON DICKINSON & CO | 3145 | 610411 | COM |
| STRATEGY INC | 4005 | 608560 | CL A NEW |
| EOG RES INC | 5742 | 603023 | COM |
| BROWN FORMAN CORP | 23041 | 600439 | CL B |
| VANGUARD INDEX FDS | 949 | 595155 | S&P 500 ETF SHS |
| QUANTA SVCS INC | 1381 | 582865 | COM |
| SBA COMMUNICATIONS CORP NEW | 2973 | 575012 | CL A |
| FIDELITY NATIONAL FINANCIAL | 10453 | 570629 | COM SHS |
| ISHARES TR | 1643 | 563500 | S&P 100 ETF |
| GENUINE PARTS CO | 4492 | 552367 | COM |
| INVESCO EXCH TRADED FD TR II | 20205 | 549582 | TAXABLE MUN BD |
| LINDE PLC | 1263 | 538591 | SHS |
| VEEVA SYS INC | 2187 | 488204 | CL A COM |
| PPG INDS INC | 4656 | 477040 | COM |
| DOMINION ENERGY INC | 8139 | 476887 | COM |
| CONSTELLATION ENERGY CORP | 1319 | 466029 | COM |
| AT&T INC | 17873 | 443948 | COM |
| SCHWAB STRATEGIC TR | 16759 | 439589 | US BRD MKT ETF |
| CROWN CASTLE INC | 4931 | 438260 | COM |
| WILLIS TOWERS WATSON PLC LTD | 1320 | 433721 | SHS |
| VANGUARD BD INDEX FDS | 5468 | 405023 | TOTAL BND MRKT |
| ARK ETF TR | 3471 | 397996 | AUTNMUS TECHNLGY |
| COGNIZANT TECHNOLOGY SOLUTIO | 4713 | 391178 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 1272 | 386610 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 9368 | 377987 | STATE STREET REA |
| COMCAST CORP NEW | 12079 | 361048 | CL A |
| ISHARES TR | 2930 | 355290 | ESG MSCI LEADR |
| TRANSDIGM GROUP INC | 264 | 351384 | COM |
| MONDELEZ INTL INC | 6410 | 345068 | CL A |
| ISHARES TR | 3120 | 342948 | TIPS BD ETF |
| ISHARES TR | 3566 | 339137 | ESG AW MSCI EAFE |
| TJX COS INC NEW | 2184 | 335509 | COM |
| ISHARES TR | 3037 | 334877 | AGENCY BOND ETF |
| CONOCOPHILLIPS | 3568 | 333954 | COM |
| ISHARES TR | 2672 | 329351 | S&P 500 GRWT ETF |
| HARTFORD INSURANCE GROUP INC | 2386 | 328810 | COM |
| AMPLIFY ETF TR | 6308 | 328254 | AMPLIFY DGTL PAY |
| ISHARES TR | 3401 | 326594 | MSCI EAFE ETF |
| ALMONTY INDS INC | 36483 | 321415 | COM NEW |
| AMCOR PLC | 38453 | 320702 | ORD |
| CAPITAL ONE FINL CORP | 1277 | 309494 | COM |
| GE AEROSPACE | 997 | 306952 | COM NEW |
| VANECK ETF TRUST | 843 | 303590 | SEMICONDUCTR ETF |
| ISHARES TR | 6531 | 300288 | ESG AWARE MSCI |
| VANGUARD SCOTTSDALE FDS | 4919 | 294796 | INTER TERM TREAS |
| ISHARES BITCOIN TRUST ETF | 5915 | 293680 | SHS BEN INT |
| THE CIGNA GROUP | 1048 | 288394 | COM |
| ISHARES TR | 2613 | 287950 | IBOXX INV CP ETF |
| SALESFORCE INC | 1083 | 287055 | COM |
| ISHARES TR | 2389 | 285152 | 3 7 YR TREAS BD |
| AMERICAN ELEC PWR CO INC | 2449 | 282363 | COM |
| TRAVELERS COMPANIES INC | 954 | 276827 | COM |
| BOEING CO | 1272 | 276158 | COM |
| ISHARES TR | 5256 | 267287 | FLTG RATE NT ETF |
| ISHARES TR | 4752 | 260005 | MSCI EMG MKT ETF |
| ISHARES TR | 375 | 257321 | CORE S&P500 ETF |
| BP PLC | 7051 | 244870 | SPONSORED ADR |
| JANUS DETROIT STR TR | 5345 | 244213 | HENDERSON MTG |
| SHOPIFY INC | 1502 | 241777 | CL A SUB VTG SHS |
| NEWMONT CORP | 2400 | 239640 | COM |
| GALAXY DIGITAL INC. | 10495 | 234668 | CL A |
| INVESCO EXCHANGE TRADED FD T | 1489 | 233222 | AEROSPACE DEFN |
| DBX ETF TR | 6485 | 233136 | XTRACKERS FTSE |
| GE VERNOVA INC | 348 | 227540 | COM |
| ISHARES INC | 2418 | 227340 | MSCI EM ASIA ETF |
| FIRST TR EXCHANGE-TRADED FD | 5079 | 226490 | NAS CLNEDG GREEN |
| ROCKWELL AUTOMATION INC | 580 | 225749 | COM |
| ISHARES TR | 1592 | 224695 | SELECT DIVID ETF |
| ISHARES INC | 3472 | 222555 | MSCI EURZONE ETF |
| CLOROX CO DEL | 2142 | 216015 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 3138 | 214514 | SHS REP COM UT |
| ISHARES TR | 2247 | 210990 | U.S. REAL ES ETF |
| HORMEL FOODS CORP | 8568 | 203067 | COM |
| HUMACYTE INC | 209608 | 201328 | COM |
| FEDEX CORP | 693 | 200055 | COM |
| APPLE HOSPITALITY REIT INC | 12219 | 144795 | COM NEW |
| WESTERN ASSET HIGH INCOM FD | 16836 | 70040 | COM |
| U S ENERGY CORP DEL | 28965 | 26752 | COM |
| REE AUTOMOTIVE LTD | 13333 | 9793 | SHS CL A NEW |
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