United Asset Strategies, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.26B
Q ending 2026-03-31
Prior quarter
$1.30B
Q ending 2025-12-31
Change
-3.0% QoQ · +16.7% YoY
Positions
257
reported holdings
Largest positions
Top 100 of 257 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $68.4M | 392K |
| Alphabet Inc | GOOGL | Shares | $58.7M | 204K |
| Apple Inc | AAPL | Shares | $57.6M | 227K |
| Amazon Com Inc | AMZN | Shares | $50.0M | 240K |
| Microsoft Corp | MSFT | Shares | $41.0M | 111K |
| Select Sector Spdr Tr | XLK | Shares | $30.8M | 232K |
| Meta Platforms Inc | META | Shares | $28.9M | 51K |
| Merck & Co Inc | MRK | Shares | $25.3M | 210K |
| Wisdomtree Tr | USFR | Shares | $24.3M | 483K |
| Broadcom Inc | AVGO | Shares | $24.0M | 78K |
| Jpmorgan Chase & Co | JPM | Shares | $22.1M | 75K |
| Asml Hldg Nv | Shares | $21.8M | 17K | |
| Mastercard Incorporated | MA | Shares | $21.0M | 42K |
| Spdr Series Trust | SPSM | Shares | $20.8M | 430K |
| Vanguard Scottsdale Fds | VMBS | Shares | $19.7M | 419K |
| Ishares Tr | SOXX | Shares | $19.4M | 59K |
| Schwab Charles Corp | SCHW | Shares | $18.5M | 197K |
| Lockheed Martin Corp | LMT | Shares | $18.1M | 30K |
| Parker-Hannifin Corp | PH | Shares | $18.0M | 20K |
| Kinder Morgan Inc Del | KMI | Shares | $17.1M | 509K |
| Palo Alto Networks Inc | PANW | Shares | $17.1M | 106K |
| Bank America Corp | BAC | Shares | $16.4M | 336K |
| Edwards Lifesciences Corp | EW | Shares | $15.5M | 194K |
| Thermo Fisher Scientific Inc | TMO | Shares | $15.3M | 31K |
| Ww Grainger Inc | GWW | Shares | $15.2M | 14K |
| Ecolab Inc | ECL | Shares | $15.1M | 57K |
| Citigroup Inc | C | Shares | $14.7M | 129K |
| Duke Energy Corp New | DUK | Shares | $14.6M | 112K |
| Johnson & Johnson | JNJ | Shares | $14.0M | 57K |
| Spdr Series Trust | SPYM | Shares | $13.7M | 179K |
| Servicenow Inc | NOW | Shares | $13.2M | 126K |
| Starbucks Corp | SBUX | Shares | $12.8M | 143K |
| Eaton Corp Plc | Shares | $11.8M | 33K | |
| Philip Morris Intl Inc | PM | Shares | $11.6M | 70K |
| Chevron Corporation | CVX | Shares | $11.6M | 56K |
| Amgen Inc | AMGN | Shares | $11.4M | 33K |
| Adobe Inc | ADBE | Shares | $11.1M | 46K |
| Monster Beverage Corp New | MNST | Shares | $11.1M | 153K |
| Select Sector Spdr Tr | XLP | Shares | $11.0M | 134K |
| Colgate Palmolive Co | CL | Shares | $10.8M | 126K |
| Home Depot Inc | HD | Shares | $10.3M | 31K |
| American Intl Group Inc | AIG | Shares | $10.1M | 134K |
| Mckesson Corp | MCK | Shares | $9.8M | 11K |
| Exxon Mobil Corp | XOM | Shares | $9.4M | 55K |
| Realty Income Corp | O | Shares | $8.7M | 143K |
| Spdr Gold Tr | GLD | Shares | $8.5M | 20K |
| Cheniere Energy Inc | LNG | Shares | $8.2M | 29K |
| Entergy Corp New | ETR | Shares | $7.9M | 70K |
| Air Products And Chemicals I | APD | Shares | $7.7M | 27K |
| Select Sector Spdr Tr | XLF | Shares | $7.5M | 151K |
| Ishares Tr | IWN | Shares | $7.3M | 39K |
| Waste Mgmt Inc Del | WM | Shares | $7.3M | 32K |
| Disney Walt Co | DIS | Shares | $6.6M | 68K |
| Deere & Co | DE | Shares | $6.2M | 11K |
| Danaher Corp Del | DHR | Shares | $5.9M | 31K |
| T-Mobile Us Inc | TMUS | Shares | $5.9M | 28K |
| Ventas Inc | VTR | Shares | $5.8M | 71K |
| Ishares Tr | EFV | Shares | $5.8M | 78K |
| Alliant Energy Corp | LNT | Shares | $5.7M | 80K |
| United Parcel Svcs Inc | UPS | Shares | $5.0M | 51K |
| Tesla Inc | TSLA | Shares | $4.9M | 13K |
| Belpointe Prep Llc | OZ | Shares | $4.8M | 89K |
| Select Sector Spdr Tr | XLY | Shares | $4.6M | 43K |
| Valued Advisers Tr | MBSF | Shares | $4.6M | 179K |
| Pepsico Inc | PEP | Shares | $4.5M | 29K |
| Henry Jack & Assoc Inc | JKHY | Shares | $4.4M | 28K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $4.1M | 14K |
| Visa Inc | V | Shares | $4.1M | 14K |
| Eli Lilly & Co | LLY | Shares | $4.0M | 4K |
| Rtx Corporation | RTX | Shares | $3.7M | 19K |
| Mcdonalds Corp | MCD | Shares | $3.7M | 12K |
| Resmed Inc | RMD | Shares | $3.6M | 16K |
| Verizon Communications Inc | VZ | Shares | $3.2M | 63K |
| Spdr Series Trust | SPMD | Shares | $3.1M | 53K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.1M | 7K |
| Wells Fargo & Co | WFC | Shares | $3.1M | 38K |
| Costco Wholesale Corporation | COST | Shares | $2.9M | 3K |
| Alphabet Inc | GOOG | Shares | $2.9M | 10K |
| Spdr Index Shs Fds | SPDW | Shares | $2.9M | 63K |
| Procter & Gamble Co | PG | Shares | $2.8M | 19K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $2.7M | 26K |
| Advanced Micro Devices Inc | AMD | Shares | $2.7M | 13K |
| Applied Matls Inc | AMAT | Shares | $2.7M | 8K |
| Illinois Tool Wks Inc | ITW | Shares | $2.7M | 10K |
| Netflix Inc. | NFLX | Shares | $2.6M | 27K |
| Jacobs Solutions Inc | J | Shares | $2.5M | 20K |
| Dimensional Etf Trust | DFEV | Shares | $2.4M | 68K |
| Raymond James Finl Inc | RJF | Shares | $2.4M | 16K |
| Select Sector Spdr Tr | XLI | Shares | $2.4M | 15K |
| Invesco Qqq Tr | QQQ | Shares | $2.3M | 4K |
| Paypal Hldgs Inc | PYPL | Shares | $2.3M | 52K |
| Ishares Tr | SHY | Shares | $2.3M | 28K |
| Cadence Design System Inc | CDNS | Shares | $2.2M | 8K |
| Select Sector Spdr Tr | XLV | Shares | $2.2M | 15K |
| Select Sector Spdr Tr | XLC | Shares | $2.2M | 20K |
| Abbvie Inc | ABBV | Shares | $2.2M | 10K |
| Ishares Tr | AGG | Shares | $2.1M | 21K |
| Select Sector Spdr Tr | XLE | Shares | $2.1M | 34K |
| Nucor Corp | NUE | Shares | $2.0M | 12K |
| Firstenergy Corp | FE | Shares | $2.0M | 40K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.