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

About United Asset Strategies, Inc.

Investment Activity

United Asset Strategies, Inc. has $1.41 billion in total holdings as of June 30, 2026.
United Asset Strategies, Inc. owns shares of 259 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 9.70% of the portfolio was purchased this quarter.
About 9.62% of the portfolio was sold this quarter.
This quarter, United Asset Strategies, Inc. has purchased 257 new stocks and bought additional shares in 129 stocks.
United Asset Strategies, Inc. sold shares of 98 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

NVIDIA: $84,782,661
Apple: $82,527,676
Alphabet: $71,083,240
Amazon.com: $57,756,837
Microsoft: $48,750,736

Largest New Holdings this Quarter

22160N109 - CoStar Group: $13,848,707 Holding
03831W108 - APPLOVIN CORP: $7,688,777 Holding
78464A292 - SPDR ICE Preferred Securities ETF: $7,650,020 Holding
G2004J103 - CARNIVAL CORP LTD: $2,768,424 Holding
24703L202 - Dell Technologies: $1,576,224 Holding

Largest Purchases this Quarter

Apple: 58,266 shares (about $16.86M)
CoStar Group: 489,008 shares (about $13.85M)
S&P Global: 27,613 shares (about $11.25M)
Amphenol: 63,765 shares (about $11.24M)
APPLOVIN CORP: 14,923 shares (about $7.69M)

Largest Sales this Quarter

Technology Select Sector SPDR Fund: 76,102 shares (about $14.50M)
Palo Alto Networks: 41,315 shares (about $14.09M)
JPMorgan Chase & Co.: 27,589 shares (about $9.03M)
Citigroup: 61,322 shares (about $8.58M)
Merck & Co., Inc.: 66,781 shares (about $8.58M)

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	$84,782,661	$6,256,409 â–²	8.0%	423,723	6.0%	Computer and Technology
AAPL Apple	$82,527,676	$16,859,827 â–²	25.7%	285,208	5.8%	Computer and Technology
GOOGL Alphabet	$71,083,240	$1,889,768 â–¼	-2.6%	198,907	5.0%	Computer and Technology
AMZN Amazon.com	$57,756,837	$510,523 â–²	0.9%	242,330	4.1%	Retail/Wholesale
MSFT Microsoft	$48,750,736	$7,478,679 â–²	18.1%	130,692	3.4%	Computer and Technology
AVGO Broadcom	$31,572,903	$2,232,893 â–²	7.6%	83,581	2.2%	Computer and Technology
SOXX iShares Semiconductor ETF	$31,385,600	$6,370,414 â–¼	-16.9%	48,982	2.2%	ETF
XLK Technology Select Sector SPDR Fund	$29,661,455	$14,498,937 â–¼	-32.8%	155,687	2.1%	ETF
META Meta Platforms	$29,366,428	$877,602 â–²	3.1%	52,134	2.1%	Computer and Technology
ASML ASML	$25,837,544	$7,016,941 â–¼	-21.4%	12,987	1.8%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$25,048,129	$259,630 â–²	1.0%	434,336	1.8%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$24,770,131	$465,637 â–²	1.9%	491,959	1.8%	Finance
PANW Palo Alto Networks	$22,206,844	$14,089,218 â–¼	-38.8%	65,119	1.6%	Computer and Technology
MA Mastercard	$22,072,427	$451,453 â–²	2.1%	42,976	1.6%	Business Services
PH Parker-Hannifin	$20,063,871	$443,082 â–²	2.3%	20,513	1.4%	Industrials
BAC Bank of America	$19,312,107	$153,219 â–²	0.8%	338,928	1.4%	Finance
GWW W.W. Grainger	$19,067,467	$144,203 â–²	0.8%	14,016	1.3%	Industrials
VMBS Vanguard Mortgage-Backed Securities ETF	$18,862,194	$742,033 â–¼	-3.8%	402,952	1.3%	ETF
MRK Merck & Co., Inc.	$18,459,565	$8,581,371 â–¼	-31.7%	143,654	1.3%	Medical
SCHW Charles Schwab	$18,124,367	$19,377 â–¼	-0.1%	196,428	1.3%	Finance
EW Edwards Lifesciences	$17,420,968	$115,970 â–¼	-0.7%	192,582	1.2%	Medical
KMI Kinder Morgan	$17,260,192	$976,524 â–²	6.0%	539,887	1.2%	Energy
ECL Ecolab	$16,096,070	$244,061 â–²	1.5%	57,773	1.1%	Basic Materials
TMO Thermo Fisher Scientific	$15,751,436	$161,440 â–²	1.0%	31,417	1.1%	Medical
JPM JPMorgan Chase & Co.	$15,599,117	$9,030,637 â–¼	-36.7%	47,656	1.1%	Finance
LMT Lockheed Martin	$15,485,300	$237,405 â–²	1.6%	30,396	1.1%	Aerospace
SPLG SPDR Portfolio S&P 500 ETF	$15,442,639	$270,934 â–¼	-1.7%	175,724	1.1%	ETF
JNJ Johnson & Johnson	$14,764,027	$204,446 â–²	1.4%	58,133	1.0%	Medical
SBUX Starbucks	$14,588,084	$41,591 â–¼	-0.3%	142,755	1.0%	Retail/Wholesale
NOW ServiceNow	$14,364,396	$1,849,583 â–²	14.8%	144,686	1.0%	Computer and Technology
DUK Duke Energy	$14,119,673	$1,519 â–²	0.0%	111,547	1.0%	Utilities
MNST Monster Beverage	$14,034,770	$638,717 â–¼	-4.4%	146,013	1.0%	Consumer Staples
ETN Eaton	$13,916,925	$132,522 â–¼	-0.9%	32,660	1.0%	Industrials
CSGP CoStar Group	$13,848,707	$13,848,707 â–²	New Holding	489,008	1.0%	Computer and Technology
PM Philip Morris International	$12,940,194	$278,241 â–²	2.2%	71,528	0.9%	Consumer Staples
SPGI S&P Global	$12,580,074	$11,245,503 â–²	842.6%	30,890	0.9%	Finance
CL Colgate-Palmolive	$12,084,882	$501,948 â–²	4.3%	131,816	0.9%	Consumer Staples
APH Amphenol	$12,041,780	$11,243,050 â–²	1,407.6%	68,295	0.9%	Computer and Technology
AMGN Amgen	$11,824,709	$42,730 â–²	0.4%	32,654	0.8%	Medical
HD Home Depot	$11,281,400	$202,083 â–²	1.8%	31,988	0.8%	Retail/Wholesale
VALUED ADVISERS TR	$10,898,850	$6,300,718 â–²	137.0%	424,493	0.8%	REGAN FLTG RATE
CHENIERE ENERGY INC	$10,895,244	$3,975,922 â–²	57.5%	45,585	0.8%	COM NEW
AIG American International Group	$10,260,083	$250,197 â–²	2.5%	137,664	0.7%	Finance
C Citigroup	$9,534,685	$8,582,672 â–¼	-47.4%	68,124	0.7%	Financial Services
MCK McKesson	$8,640,201	$81,604 â–²	1.0%	11,435	0.6%	Medical
IWN iShares Russell 2000 Value ETF	$8,519,671	$34,286 â–¼	-0.4%	38,516	0.6%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$8,515,185	$2,604,248 â–¼	-23.4%	102,506	0.6%	ETF
ETR Entergy	$8,041,762	$6,317 â–²	0.1%	70,014	0.6%	Utilities
APD Air Products and Chemicals	$7,759,791	$10,554 â–¼	-0.1%	26,468	0.5%	Basic Materials
APPLOVIN CORP	$7,688,777	$7,688,777 â–²	New Holding	14,923	0.5%	COM CL A
PSK SPDR ICE Preferred Securities ETF	$7,650,020	$7,650,020 â–²	New Holding	250,574	0.5%	ETF
WM Waste Management	$7,480,593	$427,711 â–²	6.1%	33,563	0.5%	Business Services
DE Deere & Company	$7,010,794	$45,673 â–²	0.7%	11,052	0.5%	Industrials
DIS Walt Disney	$6,683,239	$107,608 â–²	1.6%	69,436	0.5%	Consumer Discretionary
PEP PepsiCo	$6,487,872	$2,580,742 â–²	66.1%	47,916	0.5%	Consumer Staples
VTR Ventas	$6,284,467	$56,033 â–¼	-0.9%	70,771	0.4%	Finance
LNT Alliant Energy	$6,134,817	$40,205 â–²	0.7%	80,414	0.4%	Utilities
DHR Danaher	$6,053,873	$141,528 â–²	2.4%	31,782	0.4%	Medical
EFV iShares MSCI EAFE Value ETF	$5,951,793	$15,846 â–¼	-0.3%	77,750	0.4%	ETF
TSLA Tesla	$5,656,368	$85,805 â–²	1.5%	13,448	0.4%	Auto/Tires/Trucks
WFC Wells Fargo & Company	$5,607,915	$2,426,626 â–²	76.3%	67,860	0.4%	Finance
UPS United Parcel Service	$5,528,872	$63,855 â–²	1.2%	51,431	0.4%	Transportation
GLD SPDR Gold Shares	$5,401,801	$1,878,327 â–¼	-25.8%	14,664	0.4%	Finance
AMAT Applied Materials	$5,312,805	$380,312 â–¼	-6.7%	7,348	0.4%	Computer and Technology
AMD Advanced Micro Devices	$5,296,737	$2,420,071 â–¼	-31.4%	9,118	0.4%	Computer and Technology
LLY Eli Lilly and Company	$5,005,863	$149,912 â–¼	-2.9%	4,174	0.4%	Medical
XLY Consumer Discretionary Select Sector SPDR Fund	$4,953,249	$33,660 â–¼	-0.7%	42,234	0.4%	Finance
XOM ExxonMobil	$4,790,524	$2,775,411 â–¼	-36.7%	35,039	0.3%	Energy
DFEV Dimensional Emerging Markets Value ETF	$4,620,759	$1,704,848 â–²	58.5%	108,298	0.3%	ETF
V Visa	$4,584,688	$68,961 â–¼	-1.5%	13,363	0.3%	Business Services
RTX RTX	$4,535,767	$867,271 â–²	23.6%	23,906	0.3%	Aerospace
TMUS T-Mobile US	$4,462,068	$229,116 â–¼	-4.9%	26,603	0.3%	Computer and Technology
RJF Raymond James Financial	$4,349,166	$1,855,849 â–²	74.4%	28,607	0.3%	Finance
LPLA LPL Financial	$4,058,844	$180,844 â–²	4.7%	14,409	0.3%	Finance
BELPOINTE PREP LLC	$4,018,219	$28,623 â–¼	-0.7%	88,722	0.3%	UNIT RP LTD LB A
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$3,802,384	$212,137 â–²	5.9%	56,282	0.3%	ETF
ABBV AbbVie	$3,677,525	$1,158,569 â–²	46.0%	14,614	0.3%	Medical
XLF Financial Select Sector SPDR Fund	$3,395,305	$4,717,712 â–¼	-58.1%	63,333	0.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,332,335	$178,531 â–²	5.7%	66,131	0.2%	ETF
BRK.B Berkshire Hathaway	$3,314,083	$54,042 â–²	1.7%	6,623	0.2%	Finance
MCD McDonald's	$3,281,426	$49,198 â–²	1.5%	12,139	0.2%	Retail/Wholesale
RMD ResMed	$3,238,199	$118,295 â–²	3.8%	16,616	0.2%	Medical
GOOG Alphabet	$3,184,779	$411,612 â–¼	-11.4%	9,014	0.2%	Computer and Technology
CAT Caterpillar	$3,164,258	$719,973 â–²	29.5%	2,971	0.2%	Industrials
QQQ Invesco QQQ	$2,976,093	$13,257 â–¼	-0.4%	4,041	0.2%	Finance
VZ Verizon Communications	$2,783,166	$97,805 â–²	3.6%	65,734	0.2%	Computer and Technology
CARNIVAL CORP LTD	$2,768,424	$2,768,424 â–²	New Holding	96,900	0.2%	COMMON SHARES
PG Procter & Gamble	$2,761,839	$63,202 â–¼	-2.2%	18,834	0.2%	Consumer Staples
XMHQ Invesco S&P MidCap Quality ETF	$2,720,521	$238,515 â–¼	-8.1%	24,101	0.2%	ETF
ITW Illinois Tool Works	$2,718,448	$60,043 â–¼	-2.2%	10,051	0.2%	Industrials
COST Costco Wholesale	$2,634,409	$128,165 â–¼	-4.6%	2,816	0.2%	Retail/Wholesale
XLI Industrial Select Sector SPDR Fund	$2,592,152	$122,439 â–¼	-4.5%	13,994	0.2%	ETF
J Jacobs Solutions	$2,573,562	$67,788 â–²	2.7%	20,425	0.2%	Business Services
XLV Health Care Select Sector SPDR Fund	$2,524,563	$117,883 â–²	4.9%	15,912	0.2%	ETF
CDNS Cadence Design Systems	$2,291,704	$731,499 â–¼	-24.2%	6,106	0.2%	Computer and Technology
ROST Ross Stores	$2,272,818	$451,030 â–²	24.8%	10,678	0.2%	Retail/Wholesale
NFLX Netflix	$2,272,519	$374,850 â–²	19.8%	31,828	0.2%	Consumer Discretionary
MU Micron Technology	$2,242,009	$1,829,858 â–¼	-44.9%	1,942	0.2%	Computer and Technology
ARISTA NETWORKS INC	$2,185,166	$340,779 â–²	18.5%	12,863	0.2%	COM SHS
AGG iShares Core U.S. Aggregate Bond ETF	$2,129,473	$26,428 â–²	1.3%	21,514	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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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

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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