United Asset Strategies, Inc.

Institutional manager (13F) · CIK 1539948

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $962M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$68M	392,455
2	ALPHABET INC	$59M	204,195
3	APPLE INC	$58M	226,942
4	AMAZON COM INC	$50M	240,188
5	MICROSOFT CORP	$41M	110,643
6	SELECT SECTOR SPDR TR	$31M	231,789
7	META PLATFORMS INC	$29M	50,576
8	MERCK & CO INC	$25M	210,435
9	WISDOMTREE TR	$24M	482,711
10	BROADCOM INC	$24M	77,670
11	JPMORGAN CHASE & CO	$22M	75,245
12	ASML HLDG NV	$22M	16,514
13	MASTERCARD INCORPORATED	$21M	42,097
14	SPDR SERIES TRUST	$21M	429,834
15	VANGUARD SCOTTSDALE FDS	$20M	418,804
16	ISHARES TR	$19M	58,924
17	SCHWAB CHARLES CORP	$18M	196,638
18	LOCKHEED MARTIN CORP	$18M	29,930
19	PARKER-HANNIFIN CORP	$18M	20,060
20	KINDER MORGAN INC DEL	$17M	509,342
21	PALO ALTO NETWORKS INC	$17M	106,434
22	BANK AMERICA CORP	$16M	336,239
23	EDWARDS LIFESCIENCES CORP	$16M	193,864
24	THERMO FISHER SCIENTIFIC INC	$15M	31,095
25	WW GRAINGER INC	$15M	13,910
26	ECOLAB INC	$15M	56,897
27	CITIGROUP INC	$15M	129,446
28	DUKE ENERGY CORP NEW	$15M	111,535
29	JOHNSON & JOHNSON	$14M	57,328
30	SPDR SERIES TRUST	$14M	178,807
31	SERVICENOW INC	$13M	126,056
32	STARBUCKS CORP	$13M	143,162
33	EATON CORP PLC	$12M	32,971
34	PHILIP MORRIS INTL INC	$12M	69,990
35	CHEVRON CORPORATION	$12M	55,900
36	AMGEN INC	$11M	32,536
37	ADOBE INC	$11M	45,856
38	MONSTER BEVERAGE CORP NEW	$11M	152,658
39	SELECT SECTOR SPDR TR	$11M	133,856
40	COLGATE PALMOLIVE CO	$11M	126,341
41	HOME DEPOT INC	$10M	31,415
42	AMERICAN INTL GROUP INC	$10M	134,307
43	MCKESSON CORP	$10M	11,327
44	EXXON MOBIL CORP	$9M	55,339
45	REALTY INCOME CORP	$9M	142,997
46	SPDR GOLD TR	$9M	19,763
47	CHENIERE ENERGY INC	$8M	28,950
48	ENTERGY CORP NEW	$8M	69,959
49	AIR PRODUCTS AND CHEMICALS I	$8M	26,504
50	SELECT SECTOR SPDR TR	$7M	151,333

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.