United Asset Strategies, Inc.
258 holdingsFiling period: 2026-03-31Current AUM: $1.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 392.5K | $68.4M | $78.8M | 5.47% | +1.5K | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 204.2K | $58.7M | $72.7M | 5.05% | -3,602 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 226.9K | $57.6M | $70.1M | 4.87% | -2,986 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 240.2K | $50.0M | $65.2M | 4.53% | +19.1K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 110.6K | $41.0M | $51.4M | 3.57% | +5.5K | 2026-03-31 |
| 6 | XLK | SELECT SECTOR SPDR TR | 231.8K | $30.8M | $40.6M | 2.82% | -40,661 | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 50.6K | $28.9M | $28.2M | 1.96% | +1.4K | 2026-03-31 |
| 8 | MRK | MERCK & CO INC | 210.4K | $25.3M | $27.4M | 1.90% | -6,760 | 2026-03-31 |
| 9 | USFR | WISDOMTREE TR | 482.7K | $24.3M | $24.3M | 1.69% | +58.1K | 2026-03-31 |
| 10 | AVGO | BROADCOM INC | 77.7K | $24.0M | $30.2M | 2.10% | +1.1K | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 75.2K | $22.1M | $26.5M | 1.84% | +295 | 2026-03-31 |
| 12 | — | ASML HLDG NV | 16.5K | $21.8M | $21.8M | 1.52% | -587 | 2026-03-31 |
| 13 | MA | MASTERCARD INCORPORATED | 42.1K | $21.0M | $24.1M | 1.68% | +613 | 2026-03-31 |
| 14 | SPSM | SPDR SERIES TRUST | 429.8K | $20.8M | $24.3M | 1.69% | +132.5K | 2026-03-31 |
| 15 | VMBS | VANGUARD SCOTTSDALE FDS | 418.8K | $19.7M | $19.3M | 1.34% | +3.5K | 2026-03-31 |
| 16 | SOXX | ISHARES TR | 58.9K | $19.4M | $29.7M | 2.07% | +113 | 2026-03-31 |
| 17 | SCHW | SCHWAB CHARLES CORP | 196.6K | $18.5M | $20.7M | 1.44% | +7.7K | 2026-03-31 |
| 18 | LMT | LOCKHEED MARTIN CORP | 29.9K | $18.1M | $17.4M | 1.21% | -4,806 | 2026-03-31 |
| 19 | PH | PARKER-HANNIFIN CORP | 20.1K | $18.0M | $19.6M | 1.36% | -3,216 | 2026-03-31 |
| 20 | KMI | KINDER MORGAN INC DEL | 509.3K | $17.1M | $16.4M | 1.14% | +313 | 2026-03-31 |
| 21 | PANW | PALO ALTO NETWORKS INC | 106.4K | $17.1M | $35.3M | 2.45% | +9.3K | 2026-03-31 |
| 22 | BAC | BANK AMERICA CORP | 336.2K | $16.4M | $20.8M | 1.45% | +2.6K | 2026-03-31 |
| 23 | EW | EDWARDS LIFESCIENCES CORP | 193.9K | $15.5M | $16.7M | 1.16% | +2.1K | 2026-03-31 |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | 31.1K | $15.3M | $17.9M | 1.24% | -546 | 2026-03-31 |
| 25 | GWW | WW GRAINGER INC | 13.9K | $15.2M | $19.2M | 1.34% | +13.0K | 2026-03-31 |
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