United Asset Strategies, Inc. Top Holdings and 13F Report (2026)

About United Asset Strategies, Inc.

Investment Activity

United Asset Strategies, Inc. has $1.26 billion in total holdings as of March 31, 2026.
United Asset Strategies, Inc. owns shares of 257 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
Approximately 6.40% of the portfolio was purchased this quarter.
About 6.51% of the portfolio was sold this quarter.
This quarter, United Asset Strategies, Inc. has purchased 262 new stocks and bought additional shares in 136 stocks.
United Asset Strategies, Inc. sold shares of 88 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

NVIDIA: $68,444,154
Alphabet: $58,718,456
Apple: $57,595,490
Amazon.com: $50,023,851
Microsoft: $40,956,729

Largest New Holdings this Quarter

25434V740 - Dimensional Emerging Markets Value ETF: $2,445,247 Holding
92537N108 - Vertiv: $1,008,118 Holding
009066101 - Airbnb: $965,537 Holding
512807306 - LAM RESEARCH CORP: $768,321 Holding
G8994E103 - Trane Technologies: $758,475 Holding

Largest Purchases this Quarter

W.W. Grainger: 13,004 shares (about $14.18M)
Air Products and Chemicals: 22,121 shares (about $6.43M)
SPDR Portfolio S&P 600 Small Cap ETF: 132,504 shares (about $6.40M)
Amazon.com: 19,080 shares (about $3.97M)
Starbucks: 41,863 shares (about $3.75M)

Largest Sales this Quarter

Entergy: 72,715 shares (about $8.17M)
Waste Management: 35,022 shares (about $8.05M)
Materials Select Sector SPDR Fund: 116,473 shares (about $5.82M)
Technology Select Sector SPDR Fund: 40,661 shares (about $5.40M)
McKesson: 4,022 shares (about $3.48M)

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	$68,444,154	$255,845 â–²	0.4%	392,455	5.4%	Computer and Technology
GOOGL Alphabet	$58,718,456	$1,035,794 â–¼	-1.7%	204,195	4.7%	Computer and Technology
AAPL Apple	$57,595,490	$757,815 â–¼	-1.3%	226,942	4.6%	Computer and Technology
AMZN Amazon.com	$50,023,851	$3,973,783 â–²	8.6%	240,188	4.0%	Retail/Wholesale
MSFT Microsoft	$40,956,729	$2,044,449 â–²	5.3%	110,643	3.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$30,804,789	$5,403,852 â–¼	-14.9%	231,789	2.5%	ETF
META Meta Platforms	$28,936,003	$812,995 â–²	2.9%	50,576	2.3%	Computer and Technology
MRK Merck & Co., Inc.	$25,313,181	$813,159 â–¼	-3.1%	210,435	2.0%	Medical
USFR WisdomTree Floating Rate Treasury Fund	$24,299,660	$2,924,249 â–²	13.7%	482,711	1.9%	Finance
AVGO Broadcom	$24,039,757	$330,249 â–²	1.4%	77,670	1.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$22,134,028	$86,777 â–²	0.4%	75,245	1.8%	Finance
ASML ASML	$21,812,566	$775,341 â–¼	-3.4%	16,514	1.7%	Computer and Technology
MA Mastercard	$21,033,953	$306,288 â–²	1.5%	42,097	1.7%	Business Services
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$20,769,570	$6,402,591 â–²	44.6%	429,834	1.7%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$19,662,865	$165,734 â–²	0.9%	418,804	1.6%	ETF
SOXX iShares Semiconductor ETF	$19,365,858	$37,138 â–²	0.2%	58,924	1.5%	ETF
SCHW Charles Schwab	$18,480,062	$725,057 â–²	4.1%	196,638	1.5%	Finance
LMT Lockheed Martin	$18,089,661	$2,904,741 â–¼	-13.8%	29,930	1.4%	Aerospace
PH Parker-Hannifin	$17,958,257	$2,879,051 â–¼	-13.8%	20,060	1.4%	Industrials
KMI Kinder Morgan	$17,078,254	$10,495 â–²	0.1%	509,342	1.4%	Energy
PANW Palo Alto Networks	$17,063,481	$1,490,333 â–²	9.6%	106,434	1.4%	Computer and Technology
BAC Bank of America	$16,391,631	$128,066 â–²	0.8%	336,239	1.3%	Finance
EW Edwards Lifesciences	$15,524,629	$169,690 â–²	1.1%	193,864	1.2%	Medical
TMO Thermo Fisher Scientific	$15,284,273	$268,378 â–¼	-1.7%	31,095	1.2%	Medical
GWW W.W. Grainger	$15,173,167	$14,184,893 â–²	1,435.3%	13,910	1.2%	Industrials
ECL Ecolab	$15,135,675	$188,341 â–²	1.3%	56,897	1.2%	Basic Materials
C Citigroup	$14,680,483	$68,953 â–²	0.5%	129,446	1.2%	Financial Services
DUK Duke Energy	$14,604,396	$288,068 â–²	2.0%	111,535	1.2%	Utilities
JNJ Johnson & Johnson	$14,013,179	$269,860 â–¼	-1.9%	57,328	1.1%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$13,685,869	$277,916 â–¼	-2.0%	178,807	1.1%	ETF
NOW ServiceNow	$13,179,123	$887,000 â–²	7.2%	126,056	1.0%	Computer and Technology
SBUX Starbucks	$12,825,906	$3,750,513 â–²	41.3%	143,162	1.0%	Retail/Wholesale
ETN Eaton	$11,792,902	$2,711,176 â–¼	-18.7%	32,971	0.9%	Industrials
PM Philip Morris International	$11,572,152	$93,086 â–¼	-0.8%	69,990	0.9%	Consumer Staples
CVX Chevron	$11,565,635	$8,069 â–²	0.1%	55,900	0.9%	Energy
AMGN Amgen	$11,447,824	$70,370 â–²	0.6%	32,536	0.9%	Medical
ADBE Adobe	$11,146,765	$1,335,006 â–²	13.6%	45,856	0.9%	Computer and Technology
MNST Monster Beverage	$11,061,599	$191,584 â–¼	-1.7%	152,658	0.9%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$10,973,486	$696,664 â–²	6.8%	133,856	0.9%	ETF
CL Colgate-Palmolive	$10,768,031	$652,776 â–²	6.5%	126,341	0.9%	Consumer Staples
HD Home Depot	$10,332,123	$270,020 â–²	2.7%	31,415	0.8%	Retail/Wholesale
AIG American International Group	$10,106,622	$329,219 â–²	3.4%	134,307	0.8%	Finance
MCK McKesson	$9,801,647	$3,480,376 â–¼	-26.2%	11,327	0.8%	Medical
XOM ExxonMobil	$9,388,735	$23,922 â–¼	-0.3%	55,339	0.7%	Energy
O Realty Income	$8,748,570	$366,652 â–²	4.4%	142,997	0.7%	Finance
GLD SPDR Gold Shares	$8,503,678	$51,204 â–¼	-0.6%	19,763	0.7%	Finance
CHENIERE ENERGY INC	$8,214,915	$724,729 â–²	9.7%	28,950	0.7%	COM NEW
ETR Entergy	$7,860,626	$8,170,291 â–¼	-51.0%	69,959	0.6%	Utilities
APD Air Products and Chemicals	$7,699,083	$6,425,876 â–²	504.7%	26,504	0.6%	Basic Materials
XLF Financial Select Sector SPDR Fund	$7,471,293	$1,429,653 â–¼	-16.1%	151,333	0.6%	ETF
IWN iShares Russell 2000 Value ETF	$7,331,660	$10,617 â–²	0.1%	38,671	0.6%	ETF
WM Waste Management	$7,271,566	$8,047,806 â–¼	-52.5%	31,644	0.6%	Business Services
DIS Walt Disney	$6,584,474	$201,048 â–²	3.1%	68,318	0.5%	Consumer Discretionary
DE Deere & Company	$6,185,147	$147,587 â–²	2.4%	10,980	0.5%	Industrials
DHR Danaher	$5,885,001	$94,042 â–²	1.6%	31,039	0.5%	Medical
TMUS T-Mobile US	$5,874,423	$354,956 â–²	6.4%	27,969	0.5%	Computer and Technology
VTR Ventas	$5,839,258	$4,743 â–¼	-0.1%	71,402	0.5%	Finance
EFV iShares MSCI EAFE Value ETF	$5,796,121	$7,881 â–¼	-0.1%	77,957	0.5%	ETF
LNT Alliant Energy	$5,732,712	$103,191 â–²	1.8%	79,887	0.5%	Utilities
UPS United Parcel Service	$5,001,361	$3,550,940 â–²	244.8%	50,837	0.4%	Transportation
TSLA Tesla	$4,923,405	$42,007 â–¼	-0.8%	13,244	0.4%	Auto/Tires/Trucks
BELPOINTE PREP LLC	$4,753,633		0.0%	89,354	0.4%	UNIT RP LTD LB A
XLY Consumer Discretionary Select Sector SPDR Fund	$4,633,917	$2,317,013 â–²	100.0%	42,521	0.4%	Finance
VALUED ADVISERS TR	$4,568,584	$1,934,371 â–²	73.4%	179,090	0.4%	REGAN FLTG RATE
PEP PepsiCo	$4,481,018	$834,368 â–²	22.9%	28,856	0.4%	Consumer Staples
JKHY Jack Henry & Associates	$4,350,511	$209,718 â–²	5.1%	27,528	0.3%	Computer and Technology
LPLA LPL Financial	$4,141,629	$169,672 â–²	4.3%	13,767	0.3%	Finance
V Visa	$4,099,721	$101,254 â–¼	-2.4%	13,564	0.3%	Business Services
LLY Eli Lilly and Company	$3,953,633	$215,201 â–¼	-5.2%	4,299	0.3%	Medical
RTX RTX	$3,729,702	$62,499 â–¼	-1.6%	19,335	0.3%	Aerospace
MCD McDonald's	$3,716,023	$170,619 â–²	4.8%	11,957	0.3%	Retail/Wholesale
RMD ResMed	$3,593,753	$1,429,285 â–²	66.0%	16,009	0.3%	Medical
VZ Verizon Communications	$3,183,888	$60,190 â–²	1.9%	63,424	0.3%	Computer and Technology
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$3,147,054	$39,736 â–¼	-1.2%	53,142	0.3%	ETF
BRK.B Berkshire Hathaway	$3,121,988	$14,376 â–²	0.5%	6,515	0.2%	Finance
WFC Wells Fargo & Company	$3,064,658	$9,155 â–²	0.3%	38,496	0.2%	Finance
COST Costco Wholesale	$2,942,423	$134,516 â–²	4.8%	2,953	0.2%	Retail/Wholesale
GOOG Alphabet	$2,919,898	$156,623 â–¼	-5.1%	10,179	0.2%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$2,857,154	$406,287 â–²	16.6%	62,588	0.2%	ETF
PG Procter & Gamble	$2,782,580	$240,921 â–²	9.5%	19,265	0.2%	Consumer Staples
XMHQ Invesco S&P MidCap Quality ETF	$2,709,741	$96,548 â–¼	-3.4%	26,214	0.2%	ETF
AMD Advanced Micro Devices	$2,702,364	$8,747 â–²	0.3%	13,284	0.2%	Computer and Technology
AMAT Applied Materials	$2,691,319	$19,482 â–²	0.7%	7,874	0.2%	Computer and Technology
ITW Illinois Tool Works	$2,673,943	$10,932 â–¼	-0.4%	10,273	0.2%	Industrials
NFLX Netflix	$2,555,475	$9,327 â–¼	-0.4%	26,578	0.2%	Consumer Discretionary
J Jacobs Solutions	$2,531,255	$71,151 â–²	2.9%	19,887	0.2%	Business Services
DFEV Dimensional Emerging Markets Value ETF	$2,445,247	$2,445,247 â–²	New Holding	68,341	0.2%	ETF
RJF Raymond James Financial	$2,374,575	$68,486 â–²	3.0%	16,400	0.2%	Finance
XLI Industrial Select Sector SPDR Fund	$2,370,115	$83,937 â–¼	-3.4%	14,655	0.2%	ETF
QQQ Invesco QQQ	$2,343,009	$16,740 â–¼	-0.7%	4,059	0.2%	Finance
PYPL PayPal	$2,337,404	$293,544 â–¼	-11.2%	51,678	0.2%	Business Services
SHY iShares 1-3 Year Treasury Bond ETF	$2,281,085	$37,322 â–²	1.7%	27,626	0.2%	Manufacturing
CDNS Cadence Design Systems	$2,238,243	$823,051 â–²	58.2%	8,055	0.2%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$2,223,883	$506,381 â–¼	-18.5%	15,169	0.2%	ETF
XLC Communication Services Select Sector SPDR Fund	$2,201,888	$120,504 â–²	5.8%	19,862	0.2%	ETF
ABBV AbbVie	$2,177,170	$34,582 â–²	1.6%	10,010	0.2%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$2,109,215	$2,581 â–²	0.1%	21,247	0.2%	Finance
XLE Energy Select Sector SPDR Fund	$2,065,102	$382,819 â–¼	-15.6%	33,710	0.2%	ETF
NUE Nucor	$2,017,116	$3,551 â–²	0.2%	11,929	0.2%	Basic Materials
FE FirstEnergy	$2,003,120	$32,169 â–¼	-1.6%	39,540	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

United Asset Strategies, Inc. Top Holdings and 13F Report (2026)

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

Popular Tools

Financial Calendars

Terms & Info

United Asset Strategies, Inc. Top Holdings and 13F Report (2026)

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