United Asset Strategies, Inc.
260 holdingsFiling period: 2026-06-30Current AUM: $1.46Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 423.7K | $84.8M | $86.7M | 5.94% | +31.3K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 285.2K | $82.5M | $98.3M | 6.73% | +58.3K | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 198.9K | $71.1M | $55.7M | 3.81% | -5,288 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 242.3K | $57.8M | $58.2M | 3.99% | +2.1K | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 130.7K | $48.8M | $68.2M | 4.67% | +20.0K | 2026-06-30 |
| 6 | AVGO | Broadcom Inc | 83.6K | $31.6M | $27.3M | 1.87% | +5.9K | 2026-06-30 |
| 7 | SOXX | iShares TR | 49.0K | $31.4M | $23.1M | 1.58% | -9,942 | 2026-06-30 |
| 8 | XLK | Select Sector Spdr TR | 155.7K | $29.7M | $27.9M | 1.91% | -76,102 | 2026-06-30 |
| 9 | META | Meta Platforms Inc | 52.1K | $29.4M | $32.1M | 2.20% | +1.6K | 2026-06-30 |
| 10 | — | Asml Hldg NV | 13.0K | $25.8M | $25.8M | 1.77% | -3,527 | 2026-06-30 |
| 11 | SPSM | Spdr Series Trust | 434.3K | $25.0M | $23.7M | 1.62% | +4.5K | 2026-06-30 |
| 12 | USFR | WisdomTree TR | 492.0K | $24.8M | $24.8M | 1.70% | +9.2K | 2026-06-30 |
| 13 | PANW | Palo Alto Networks Inc | 65.1K | $22.2M | $23.8M | 1.63% | -41,315 | 2026-06-30 |
| 14 | MA | Mastercard Incorporated | 43.0K | $22.1M | $27.4M | 1.88% | +879 | 2026-06-30 |
| 15 | PH | Parker-Hannifin Corp | 20.5K | $20.1M | $18.5M | 1.26% | +453 | 2026-06-30 |
| 16 | BAC | Bank of Amer Corp | 338.9K | $19.3M | $16.9M | 1.16% | +2.7K | 2026-06-30 |
| 17 | GWW | WW Grainger Inc | 14.0K | $19.1M | $19.0M | 1.30% | +106 | 2026-06-30 |
| 18 | VMBS | Vanguard Scottsdale Fds | 403.0K | $18.9M | $18.4M | 1.26% | -15,852 | 2026-06-30 |
| 19 | MRK | Merck & Co Inc | 143.7K | $18.5M | $21.5M | 1.47% | -66,781 | 2026-06-30 |
| 20 | SCHW | Schwab Charles Corp | 196.4K | $18.1M | $17.3M | 1.18% | -210 | 2026-06-30 |
| 21 | EW | Edwards Lifesciences Corp | 192.6K | $17.4M | $17.7M | 1.21% | -1,282 | 2026-06-30 |
| 22 | KMI | Kinder Morgan Inc Del | 539.9K | $17.3M | $18.3M | 1.25% | +30.5K | 2026-06-30 |
| 23 | ECL | Ecolab Inc | 57.8K | $16.1M | $17.5M | 1.20% | +876 | 2026-06-30 |
| 24 | TMO | Thermo Fisher Scientific Inc | 31.4K | $15.8M | $21.9M | 1.50% | +322 | 2026-06-30 |
| 25 | JPM | JPMorgan Chase & Co | 47.7K | $15.6M | $16.1M | 1.10% | -27,589 | 2026-06-30 |
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