United Asset Strategies, Inc. Top Holdings and 13F Report (2026) About United Asset Strategies, Inc.Investment ActivityUnited Asset Strategies, Inc. has $1.46 billion in total holdings as of September 30, 2026.United Asset Strategies, Inc. owns shares of 267 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 5.39% of the portfolio was purchased this quarter.About 4.38% of the portfolio was sold this quarter.This quarter, United Asset Strategies, Inc. has purchased 259 new stocks and bought additional shares in 151 stocks.United Asset Strategies, Inc. sold shares of 79 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $98,175,280NVIDIA $97,748,705Microsoft $65,608,393Alphabet $60,747,105Amazon.com $55,679,444 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $5,808,489 Holding743315103 - Progressive $1,688,747 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $1,432,823 Holding18915M107 - Cloudflare $1,070,317 Holding90384S303 - Ulta Beauty $884,249 Holding Largest Purchases this Quarter iShares Gold Trust 97,082 shares (about $7.58M)Monster Beverage 146,516 shares (about $6.10M)Pfizer 204,406 shares (about $5.83M)Amphenol 69,127 shares (about $5.83M)EXXONMOBIL HOLDINGS CORP 35,690 shares (about $5.81M) Largest Sales this Quarter Alphabet 22,358 shares (about $7.69M)Duke Energy 42,510 shares (about $4.85M)Amazon.com 18,852 shares (about $4.70M)WisdomTree Floating Rate Treasury Fund 72,802 shares (about $3.67M)United Parcel Service 37,030 shares (about $3.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnited Asset Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$98,175,280$3,195,326 ▲3.4%294,8036.7%TechnologyNVDANVIDIA$97,748,705$978,837 ▲1.0%428,0096.7%TechnologyMSFTMicrosoft$65,608,393$1,423,292 ▼-2.1%127,9174.5%TechnologyGOOGLAlphabet$60,747,105$7,692,956 ▼-11.2%176,5494.2%Communication ServicesAMZNAmazon.com$55,679,444$4,696,967 ▼-7.8%223,4783.8%Consumer DiscretionaryMETAMeta Platforms$37,910,042$103,700 ▲0.3%52,2772.6%Communication ServicesAVGOBroadcom$28,722,753$630,034 ▼-2.1%81,7872.0%TechnologySOXXiShares Semiconductor ETF$28,693,056$839,883 ▲3.0%50,4592.0%ETFXLKTechnology Select Sector SPDR Fund$27,424,965$3,050,764 ▼-10.0%140,1021.9%ETFPANWPalo Alto Networks$25,675,717$196,668 ▼-0.8%64,6241.8%TechnologyMAMastercard$24,276,906$576,840 ▲2.4%44,0221.7%FinanceASMLASML$23,976,326$447,495 ▲1.9%13,2341.6%TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$23,849,432$890,427 ▲3.9%451,1811.6%ETFUSFRWisdomTree Floating Rate Treasury Fund$21,121,340$3,668,496 ▼-14.8%419,1571.4%ETFMRKMerck & Co., Inc.$20,831,295$43,012 ▼-0.2%143,3581.4%HealthcareTMOThermo Fisher Scientific$20,556,527$651,420 ▼-3.1%30,4521.4%HealthcarePHParker-Hannifin$20,090,074$491,097 ▲2.5%21,0271.4%IndustrialsNOWServiceNow$19,825,399$436,068 ▲2.2%147,9401.4%TechnologyBACBank of America$18,480,828$32,985 ▲0.2%339,5341.3%FinanceVMBSVanguard Mortgage-Backed Securities ETF$18,336,315$441,213 ▲2.5%412,8871.3%ETFSCHWCharles Schwab$17,915,427$1,283,422 ▼-6.7%183,2971.2%FinanceGWWW.W. Grainger$17,767,209$306,460 ▲1.8%14,2621.2%IndustrialsEWEdwards Lifesciences$16,890,407$266,729 ▲1.6%195,6721.2%HealthcareKMIKinder Morgan$16,547,930$270,325 ▲1.7%548,8531.1%EnergyECLEcolab$16,181,078$317,691 ▲2.0%58,9301.1%MaterialsJPMJPMorgan Chase & Co.$15,903,569$137,624 ▲0.9%48,0721.1%FinanceLMTLockheed Martin$15,742,561$263,284 ▲1.7%30,9131.1%IndustrialsJNJJohnson & Johnson$15,421,064$30,974 ▲0.2%58,2501.1%HealthcareSPLGSPDR Portfolio S&P 500 ETF$14,833,413$939,610 ▼-6.0%165,2561.0%ETFETNEaton$14,268,872$234,620 ▲1.7%33,2061.0%IndustrialsPMPhilip Morris International$13,937,445$288,519 ▲2.1%73,0401.0%Consumer StaplesSBUXStarbucks$13,813,170$399,894 ▲3.0%147,0110.9%Consumer DiscretionaryCSGPCoStar Group$13,193,292$205,527 ▼-1.5%481,5070.9%Real EstateAMGNAmgen$13,180,104$583,787 ▼-4.2%31,2690.9%HealthcareCHENIERE ENERGY INC$12,485,302$221,679 ▲1.8%46,4090.9%COM NEWSPGIS&P Global$12,324,730$139,641 ▲1.1%31,2440.8%FinanceMNSTMonster Beverage$12,175,057$6,097,996 ▲100.3%292,5290.8%Consumer StaplesCLColgate-Palmolive$11,633,390$386,841 ▲3.4%136,3500.8%Consumer StaplesAPHAmphenol$11,584,708$5,827,423 ▲101.2%137,4220.8%TechnologyVALUED ADVISERS TR$10,936,961$150,605 ▲1.4%430,4200.8%REGAN FLTG RATEAIGAmerican International Group$10,607,857$362,873 ▲3.5%142,5400.7%FinanceMCKMcKesson$9,750,591$12,807 ▼-0.1%11,4200.7%HealthcareHDHome Depot$9,219,251$118,918 ▲1.3%32,4060.6%Consumer DiscretionaryCCitigroup$8,932,939$112,259 ▲1.3%68,9910.6%FinanceXLPConsumer Staples Select Sector SPDR Fund$8,676,693$414,688 ▲5.0%107,6510.6%ETFIAUiShares Gold Trust$8,281,334$7,582,105 ▲1,084.4%106,0350.6%ETFIWNiShares Russell 2000 Value ETF$8,006,107$61,160 ▼-0.8%38,2240.5%ETFDUKDuke Energy$7,870,960$4,846,597 ▼-38.1%69,0370.5%UtilitiesPSKSPDR ICE Preferred Securities ETF$7,706,950$605,683 ▲8.5%271,9460.5%ETFDISWalt Disney$7,562,555$278,719 ▲3.8%72,0930.5%Communication ServicesAPDAir Products and Chemicals$7,457,257$92,931 ▲1.3%26,8020.5%MaterialsDEDeere & Company$7,299,989$122,226 ▼-1.6%10,8700.5%IndustrialsDHRDanaher$7,232,577$191,200 ▲2.7%32,6450.5%HealthcareDFEVDimensional Emerging Markets Value ETF$7,117,360$2,525,518 ▲55.0%167,8620.5%ETFETREntergy$7,102,160$152,563 ▲2.2%71,5510.5%UtilitiesWMWaste Management$7,061,485$217,377 ▲3.2%34,6290.5%IndustrialsAPPLOVIN CORP$6,907,006$2,572,919 ▲59.4%23,7820.5%COM CL APFEPfizer$6,593,804$5,829,667 ▲762.9%231,1990.5%HealthcarePEPPepsiCo$6,205,245$133,310 ▲2.2%48,9680.4%Consumer StaplesEFViShares MSCI EAFE Value ETF$6,144,541$8,626 ▼-0.1%77,6410.4%ETFVTRVentas$6,000,684$16,239 ▼-0.3%70,5800.4%Real EstateEXXONMOBIL HOLDINGS CORP$5,808,489$5,808,489 ▲New Holding35,6900.4%COM SHSGLDSPDR Gold Shares$5,698,382$113,869 ▲2.0%14,9630.4%ETFWFCWells Fargo & Company$5,479,420$47,229 ▲0.9%68,4500.4%FinanceDELLDell Technologies$5,294,720$3,329,508 ▲169.4%9,8420.4%TechnologyAMDAdvanced Micro Devices$5,113,702$464,326 ▼-8.3%8,3590.4%TechnologyTSLATesla$4,793,601$21,999 ▲0.5%13,5100.3%Consumer DiscretionaryTMUST-Mobile US$4,667,243$328,773 ▲7.6%28,6190.3%Communication ServicesLLYEli Lilly and Company$4,632,454$196,683 ▼-4.1%4,0040.3%HealthcareLPLALPL Financial$4,569,715$163,302 ▲3.7%14,9430.3%FinanceRJFRaymond James Financial$4,509,343$11,061 ▼-0.2%28,5370.3%FinanceRTXRTX$4,442,756$4,641 ▲0.1%23,9310.3%IndustrialsVVisa$4,055,650$745,949 ▼-15.5%11,2870.3%FinanceACNAccenture$3,938,604$3,157,264 ▲404.1%21,4790.3%TechnologyABBVAbbVie$3,824,735$1,831 ▲0.0%14,6210.3%HealthcareSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,761,332$213,327 ▲6.0%59,6660.3%ETFRMDResMed$3,744,018$70,308 ▲1.9%16,9340.3%HealthcareBELPOINTE PREP LLC$3,740,286$100,909 ▲2.8%91,1820.3%UNIT RP LTD LB AAMATApplied Materials$3,572,666$185,128 ▼-4.9%6,9860.2%TechnologyGOOGAlphabet$3,436,804$365,284 ▲11.9%10,0860.2%Communication ServicesSPDWSPDR Portfolio Developed World ex-US ETF$3,408,299$87,867 ▲2.6%67,8810.2%ETFXLFFinancial Select Sector SPDR Fund$3,333,589$48,380 ▼-1.4%62,4270.2%ETFVZVerizon Communications$3,086,254$71,052 ▲2.4%67,2830.2%Communication ServicesBRK.BBerkshire Hathaway$3,071,356$226,567 ▼-6.9%6,1680.2%FinanceQQQInvesco QQQ$2,988,673$740 ▼0.0%4,0400.2%ETFPGProcter & Gamble$2,826,189$89,930 ▲3.3%19,4530.2%Consumer StaplesJJacobs Solutions$2,810,067$47,209 ▲1.7%20,7740.2%IndustrialsLNTAlliant Energy$2,770,139$2,320,075 ▼-45.6%43,7620.2%UtilitiesXMHQInvesco S&P MidCap Quality ETF$2,751,056$60,179 ▲2.2%24,6400.2%ETFITWIllinois Tool Works$2,683,860$98,021 ▲3.8%10,4320.2%IndustrialsARISTA NETWORKS INC$2,669,879$51,101 ▲2.0%13,1140.2%COM SHSROSTRoss Stores$2,573,713$81,457 ▲3.3%11,0270.2%Consumer DiscretionaryNFLXNetflix$2,458,470$243,878 ▲11.0%35,3330.2%Communication ServicesXLVHealth Care Select Sector SPDR Fund$2,368,406$311,397 ▼-11.6%14,0630.2%ETFXLIIndustrial Select Sector SPDR Fund$2,354,375$17,700 ▲0.8%14,1000.2%ETFXLCCommunication Services Select Sector SPDR Fund$2,334,478$159,908 ▲7.4%21,0370.2%ETFCATCaterpillar$2,311,410$97,288 ▼-4.0%2,8510.2%IndustrialsCDNSCadence Design Systems$2,105,591$89,480 ▲4.4%6,3770.1%TechnologySHYiShares 1-3 Year Treasury Bond ETF$2,102,382$20,219 ▲1.0%25,8910.1%ETFMUMicron Technology$2,100,749$31,959 ▲1.5%1,9720.1%TechnologyShowing largest 100 holdings. 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