United Asset Strategies, Inc. Top Holdings and 13F Report (2025)

About United Asset Strategies, Inc.

Investment Activity

United Asset Strategies, Inc. has $1.17 billion in total holdings as of June 30, 2025.
United Asset Strategies, Inc. owns shares of 239 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 11.33% of the portfolio was purchased this quarter.
About 11.71% of the portfolio was sold this quarter.
This quarter, United Asset Strategies, Inc. has purchased 234 new stocks and bought additional shares in 86 stocks.
United Asset Strategies, Inc. sold shares of 120 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

NVIDIA: $57,265,921
Microsoft: $52,286,176
Amazon.com: $48,497,586
Apple: $46,270,262
Alphabet: $38,542,519

Largest New Holdings this Quarter

464287523 - iShares Semiconductor ETF: $12,112,627 Holding
235851102 - Danaher: $4,177,750 Holding
761152107 - ResMed: $2,403,786 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $1,959,840 Holding
169656105 - Chipotle Mexican Grill: $1,051,690 Holding

Largest Purchases this Quarter

Broadcom: 102,996 shares (about $28.39M)
Duke Energy: 103,127 shares (about $12.17M)
iShares Semiconductor ETF: 50,744 shares (about $12.11M)
ASML: 14,476 shares (about $11.60M)
Apple: 43,406 shares (about $8.91M)

Largest Sales this Quarter

Constellation Energy: 48,633 shares (about $15.70M)
Technology Select Sector SPDR Fund: 54,398 shares (about $13.78M)
Micron Technology: 96,046 shares (about $11.84M)
SPDR Gold Shares: 27,581 shares (about $8.41M)
WisdomTree Floating Rate Treasury Fund: 144,081 shares (about $7.25M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$57,265,921	$21,487 ▲	0.0%	362,465	4.9%	Computer and Technology
MSFT Microsoft	$52,286,176	$289,990 ▲	0.6%	105,117	4.5%	Computer and Technology
AMZN Amazon.com	$48,497,586	$4,465,673 ▲	10.1%	221,057	4.1%	Retail/Wholesale
AAPL Apple	$46,270,262	$8,905,592 ▲	23.8%	225,522	4.0%	Computer and Technology
GOOGL Alphabet	$38,542,519	$3,660,117 ▲	10.5%	218,706	3.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$35,315,378	$13,775,175 ▼	-28.1%	139,460	3.0%	ETF
META Meta Platforms	$34,436,460	$1,406,067 ▼	-3.9%	46,656	2.9%	Computer and Technology
AVGO Broadcom	$31,287,328	$28,390,802 ▲	980.2%	113,504	2.7%	Computer and Technology
NOW ServiceNow	$23,690,766	$13,365 ▲	0.1%	23,044	2.0%	Computer and Technology
MA Mastercard	$22,929,027	$845,727 ▲	3.8%	40,803	2.0%	Business Services
JPM JPMorgan Chase & Co.	$22,058,016	$1,808,452 ▲	8.9%	76,086	1.9%	Finance
PANW Palo Alto Networks	$19,437,912	$25,580 ▲	0.1%	94,986	1.7%	Computer and Technology
SCHW Charles Schwab	$17,727,819	$158,849 ▲	0.9%	194,299	1.5%	Finance
PH Parker-Hannifin	$16,481,937	$67,054 ▲	0.4%	23,597	1.4%	Industrials
LMT Lockheed Martin	$16,189,809	$5,745,189 ▲	55.0%	34,957	1.4%	Aerospace
BAC Bank of America	$15,739,525	$93,078 ▼	-0.6%	332,619	1.3%	Finance
VMBS Vanguard Mortgage-Backed Securities ETF	$15,592,504	$143,747 ▼	-0.9%	336,480	1.3%	ETF
ECL Ecolab	$14,888,310	$1,078 ▲	0.0%	55,256	1.3%	Basic Materials
ETN Eaton	$14,758,681	$1,697,131 ▲	13.0%	41,342	1.3%	Industrials
WM Waste Management	$14,650,917	$217,608 ▼	-1.5%	64,028	1.3%	Business Services
EW Edwards Lifesciences	$14,595,472	$81,964 ▲	0.6%	186,619	1.2%	Medical
KMI Kinder Morgan	$14,504,324	$135,211 ▼	-0.9%	493,344	1.2%	Energy
CI Cigna Group	$14,293,282	$1,485,957 ▼	-9.4%	43,237	1.2%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$14,135,076	$507,449 ▼	-3.5%	194,457	1.2%	ETF
MRK Merck & Co., Inc.	$13,338,449	$4,402,163 ▲	49.3%	168,500	1.1%	Medical
ADBE Adobe	$12,824,769	$434,082 ▲	3.5%	33,149	1.1%	Computer and Technology
ASML ASML	$12,534,636	$11,601,010 ▲	1,242.6%	15,641	1.1%	Computer and Technology
DUK Duke Energy	$12,460,993	$12,168,944 ▲	4,166.7%	105,602	1.1%	Utilities
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$12,279,524	$244,055 ▲	2.0%	288,252	1.0%	ETF
SBUX Starbucks	$12,136,407	$395,842 ▲	3.4%	132,450	1.0%	Retail/Wholesale
SOXX iShares Semiconductor ETF	$12,112,627	$12,112,627 ▲	New Holding	50,744	1.0%	ETF
CVX Chevron	$11,852,234	$10,596 ▼	-0.1%	82,773	1.0%	Energy
ETR Entergy	$11,373,129	$2,182,479 ▼	-16.1%	136,828	1.0%	Utilities
MCK McKesson	$11,286,226	$1,248,651 ▼	-10.0%	15,402	1.0%	Medical
C Citigroup	$11,192,885	$70,054 ▲	0.6%	131,495	1.0%	Financial Services
PM Philip Morris International	$11,149,506	$3,264,150 ▼	-22.6%	61,217	1.0%	Consumer Staples
HD Home Depot	$10,791,892	$67,094 ▲	0.6%	29,435	0.9%	Retail/Wholesale
AIG American International Group	$10,650,658	$1,283,081 ▲	13.7%	124,438	0.9%	Finance
TMO Thermo Fisher Scientific	$10,627,342	$4,106,433 ▼	-27.9%	26,211	0.9%	Medical
CL Colgate-Palmolive	$10,470,199	$39,996 ▼	-0.4%	115,184	0.9%	Consumer Staples
USFR WisdomTree Floating Rate Treasury Fund	$10,059,331	$7,248,713 ▼	-41.9%	199,947	0.9%	Finance
MNST Monster Beverage	$9,727,366	$162,363 ▲	1.7%	155,290	0.8%	Consumer Staples
GLD SPDR Gold Shares	$9,565,842	$8,407,491 ▼	-46.8%	31,381	0.8%	Finance
XLF Financial Select Sector SPDR Fund	$9,514,308	$109,924 ▼	-1.1%	181,675	0.8%	ETF
JNJ Johnson & Johnson	$9,033,874	$62,169 ▼	-0.7%	59,142	0.8%	Medical
AMGN Amgen	$8,633,863	$164,457 ▲	1.9%	30,922	0.7%	Medical
DIS Walt Disney	$7,897,470	$89,907 ▲	1.2%	63,684	0.7%	Consumer Discretionary
IVE iShares S&P 500 Value ETF	$7,874,895	$12,702 ▲	0.2%	40,297	0.7%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$7,795,742	$128,014 ▼	-1.6%	96,279	0.7%	ETF
CHENIERE ENERGY INC	$7,367,051	$644,361 ▲	9.6%	30,252	0.6%	COM NEW
O Realty Income	$7,362,230	$263,163 ▲	3.7%	127,794	0.6%	Finance
IWN iShares Russell 2000 Value ETF	$6,108,682	$1,845,651 ▲	43.3%	38,721	0.5%	ETF
APD Air Products and Chemicals	$6,099,402	$973,129 ▲	19.0%	21,624	0.5%	Basic Materials
TMUS T-Mobile US	$5,919,586	$3,228,908 ▼	-35.3%	24,845	0.5%	Computer and Technology
XOM Exxon Mobil	$5,785,655	$820,039 ▼	-12.4%	53,670	0.5%	Energy
BELPOINTE PREP LLC	$5,493,210	$9,922 ▼	-0.2%	85,818	0.5%	UNIT RP LTD LB A
CLX Clorox	$4,964,789	$839,652 ▲	20.4%	41,349	0.4%	Consumer Staples
EFV iShares MSCI EAFE Value ETF	$4,935,735	$88,745 ▼	-1.8%	77,753	0.4%	ETF
V Visa	$4,894,906	$356,103 ▲	7.8%	13,787	0.4%	Business Services
LNT Alliant Energy	$4,714,989	$24,430 ▼	-0.5%	77,972	0.4%	Utilities
VTR Ventas	$4,422,412	$47,236 ▼	-1.1%	70,030	0.4%	Finance
WMB Williams Companies	$4,385,633	$193,643 ▼	-4.2%	69,824	0.4%	Energy
TSLA Tesla	$4,246,435	$108,956 ▼	-2.5%	13,368	0.4%	Auto/Tires/Trucks
DHR Danaher	$4,177,750	$4,177,750 ▲	New Holding	21,149	0.4%	Medical
LPLA LPL Financial	$4,068,117	$66,746 ▼	-1.6%	10,849	0.3%	Finance
DE Deere & Company	$3,608,754	$905,112 ▲	33.5%	7,097	0.3%	Industrials
PYPL PayPal	$3,535,625	$116,088 ▲	3.4%	47,573	0.3%	Business Services
JKHY Jack Henry & Associates	$3,463,992	$1,119,230 ▲	47.7%	19,226	0.3%	Computer and Technology
PG Procter & Gamble	$3,424,575	$246,149 ▼	-6.7%	21,495	0.3%	Consumer Staples
LLY Eli Lilly and Company	$3,332,427	$76,392 ▲	2.3%	4,275	0.3%	Medical
FTNT Fortinet	$3,288,738	$36,262 ▲	1.1%	31,108	0.3%	Computer and Technology
GILD Gilead Sciences	$3,084,098	$232,718 ▼	-7.0%	27,817	0.3%	Medical
WFC Wells Fargo & Company	$3,077,557	$27,321 ▼	-0.9%	38,412	0.3%	Finance
RTX RTX	$2,957,207	$20,005 ▼	-0.7%	20,252	0.3%	Aerospace
NFLX Netflix	$2,934,034	$599,930 ▼	-17.0%	2,191	0.3%	Consumer Discretionary
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$2,885,521	$324,595 ▼	-10.1%	53,062	0.2%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$2,837,269	$76,234 ▲	2.8%	28,881	0.2%	ETF
PEP PepsiCo	$2,833,932	$72,753 ▲	2.6%	21,463	0.2%	Consumer Staples
JCI Johnson Controls International	$2,770,180	$118,399 ▼	-4.1%	26,228	0.2%	Construction
UPS United Parcel Service	$2,738,852	$298,687 ▲	12.2%	27,133	0.2%	Transportation
COST Costco Wholesale	$2,686,212	$709,659 ▲	35.9%	2,714	0.2%	Retail/Wholesale
VZ Verizon Communications	$2,660,711	$27,476 ▲	1.0%	61,491	0.2%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$2,622,476	$54,186 ▼	-2.0%	19,456	0.2%	ETF
HON Honeywell International	$2,514,143	$2,123,841 ▼	-45.8%	10,796	0.2%	Multi-Sector Conglomerates
J Jacobs Solutions	$2,484,294	$51,397 ▼	-2.0%	18,899	0.2%	Business Services
ITW Illinois Tool Works	$2,480,626	$24,972 ▼	-1.0%	10,033	0.2%	Industrials
BRK.B Berkshire Hathaway	$2,464,797	$29,146 ▼	-1.2%	5,074	0.2%	Finance
RMD ResMed	$2,403,786	$2,403,786 ▲	New Holding	9,317	0.2%	Medical
MCD McDonald's	$2,386,894	$5,551 ▲	0.2%	8,170	0.2%	Retail/Wholesale
PAYX Paychex	$2,378,416	$44,656 ▼	-1.8%	16,351	0.2%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$2,305,636	$689,222 ▲	42.6%	27,826	0.2%	Manufacturing
SYY Sysco	$2,148,116	$1,366,639 ▲	174.9%	28,362	0.2%	Consumer Staples
AGG iShares Core U.S. Aggregate Bond ETF	$2,134,193	$527,844 ▼	-19.8%	21,514	0.2%	Finance
XLC Communication Services Select Sector SPDR Fund	$2,122,628	$114,933 ▼	-5.1%	19,558	0.2%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$2,109,099	$97,360 ▲	4.8%	9,705	0.2%	Finance
QQQ Invesco QQQ	$2,096,765	$47,441 ▼	-2.2%	3,801	0.2%	Finance
VST Vistra	$2,076,829	$27,908 ▲	1.4%	10,716	0.2%	Utilities
CSCO Cisco Systems	$2,054,819	$52,451 ▼	-2.5%	29,617	0.2%	Computer and Technology
MDLZ Mondelez International	$1,998,309	$965,940 ▲	93.6%	29,631	0.2%	Consumer Staples
CDNS Cadence Design Systems	$1,968,770	$7,087 ▼	-0.4%	6,389	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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United Asset Strategies, Inc. Top Holdings and 13F Report (2025)

About United Asset Strategies, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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United Asset Strategies, Inc. Top Holdings and 13F Report (2025)

About United Asset Strategies, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Asset Strategies, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools