United Asset Strategies
Latest statistics and disclosures from United Asset Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, AAPL, AMZN, MSFT, and represent 23.34% of United Asset Strategies's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$20M), NOW (+$15M), XLB (+$5.9M), DG, RSPD, MRK, USFR, MBSF, RJF, NFLX.
- Started 22 new stock positions in IPAY, GEV, EZU, HIX, VEEV, JMBS, GE, DG, CRWD, USEG. EEMA, VGIT, BND, FDX, PWR, IGV, MBSF, ITB, RJF, WDAY, RSPD, TRGP.
- Reduced shares in these 10 stocks: IVE (-$8.2M), GLD, APD, CLX, SBUX, ADBE, MDLZ, UPS, CPRT, CMG.
- Sold out of its positions in OKLO, ATR, ARKB, CMG, CPRT, EQIX, IVE, PAYC, TTD, UBER.
- United Asset Strategies was a net buyer of stock by $56M.
- United Asset Strategies has $1.3B in assets under management (AUM), dropping by 3.91%.
- Central Index Key (CIK): 0001539948
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Portfolio Holdings for United Asset Strategies
United Asset Strategies holds 262 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.6 | $73M | 391k | 186.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $65M | 208k | 313.00 |
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| Apple (AAPL) | 4.8 | $63M | 230k | 271.86 |
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| Amazon (AMZN) | 3.9 | $51M | 221k | 230.82 |
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| Microsoft Corporation (MSFT) | 3.9 | $51M | +2% | 105k | 483.62 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 3.0 | $39M | +99% | 273k | 143.97 |
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| Meta Platforms Cl A (META) | 2.5 | $32M | +6% | 49k | 660.09 |
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| Broadcom (AVGO) | 2.0 | $27M | 77k | 346.10 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $24M | 75k | 322.22 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $24M | 42k | 570.88 |
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| Merck & Co (MRK) | 1.8 | $23M | +14% | 217k | 105.26 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.6 | $21M | +14% | 425k | 50.32 |
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| Parker-Hannifin Corporation (PH) | 1.6 | $21M | 23k | 878.95 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.5 | $20M | +2% | 415k | 47.08 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $19M | 189k | 99.91 |
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| Bank of America Corporation (BAC) | 1.4 | $18M | 334k | 55.00 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $18M | 32k | 579.45 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.4 | $18M | +3% | 17k | 1069.88 |
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| Servicenow (NOW) | 1.4 | $18M | +409% | 118k | 153.19 |
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| Palo Alto Networks (PANW) | 1.4 | $18M | 97k | 184.20 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.4 | $18M | 59k | 301.15 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $17M | -3% | 35k | 483.68 |
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| Edwards Lifesciences (EW) | 1.3 | $16M | 192k | 85.25 |
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| Citigroup Com New (C) | 1.2 | $15M | 129k | 116.69 |
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| Ecolab (ECL) | 1.1 | $15M | 56k | 262.52 |
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| Waste Management (WM) | 1.1 | $15M | +2% | 67k | 219.71 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.1 | $15M | 182k | 80.22 |
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| Adobe Systems Incorporated (ADBE) | 1.1 | $14M | -12% | 40k | 349.99 |
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| Kinder Morgan (KMI) | 1.1 | $14M | 509k | 27.49 |
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| Spdr Series Trust State Street Spd (SPSM) | 1.1 | $14M | 297k | 46.86 |
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| Entergy Corporation (ETR) | 1.0 | $13M | 143k | 92.43 |
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| Eaton Corp SHS (ETN) | 1.0 | $13M | -3% | 41k | 318.51 |
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| Duke Energy Corp Com New (DUK) | 1.0 | $13M | 109k | 117.21 |
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| McKesson Corporation (MCK) | 1.0 | $13M | 15k | 820.26 |
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| Johnson & Johnson (JNJ) | 0.9 | $12M | 58k | 206.95 |
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| Monster Beverage Corp (MNST) | 0.9 | $12M | 155k | 76.67 |
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| Philip Morris International (PM) | 0.9 | $11M | +12% | 71k | 160.40 |
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| American Intl Group Com New (AIG) | 0.9 | $11M | +2% | 130k | 85.55 |
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| Amgen (AMGN) | 0.8 | $11M | 32k | 327.31 |
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| Home Depot (HD) | 0.8 | $11M | +2% | 31k | 344.11 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.8 | $9.9M | +2% | 180k | 54.77 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.8 | $9.7M | +27% | 125k | 77.68 |
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| Colgate-Palmolive Company (CL) | 0.7 | $9.4M | 119k | 79.02 |
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| Starbucks Corporation (SBUX) | 0.7 | $8.5M | -25% | 101k | 84.21 |
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| Chevron Corporation (CVX) | 0.7 | $8.5M | 56k | 152.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $7.9M | -36% | 20k | 396.30 |
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| Realty Income (O) | 0.6 | $7.7M | +2% | 137k | 56.37 |
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| Walt Disney Company (DIS) | 0.6 | $7.5M | +2% | 66k | 113.77 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $7.0M | 39k | 181.21 |
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| Danaher Corporation (DHR) | 0.5 | $7.0M | +48% | 31k | 228.92 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $6.7M | +2% | 56k | 120.34 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.5 | $6.6M | +855% | 146k | 45.35 |
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| Tesla Motors (TSLA) | 0.5 | $6.0M | +3% | 13k | 449.72 |
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| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.4 | $5.8M | +4% | 89k | 65.03 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $5.6M | 78k | 71.41 |
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| Ventas (VTR) | 0.4 | $5.5M | +2% | 72k | 77.38 |
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| Metropcs Communications (TMUS) | 0.4 | $5.3M | +3% | 26k | 203.04 |
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| Cheniere Energy Com New (LNG) | 0.4 | $5.1M | -13% | 26k | 194.39 |
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| Alliant Energy Corporation (LNT) | 0.4 | $5.1M | +2% | 78k | 65.01 |
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| Deere & Company (DE) | 0.4 | $5.0M | +50% | 11k | 465.58 |
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| Visa Com Cl A (V) | 0.4 | $4.9M | +2% | 14k | 350.72 |
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| Eli Lilly & Co. (LLY) | 0.4 | $4.9M | 4.5k | 1074.79 |
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| Jack Henry & Associates (JKHY) | 0.4 | $4.8M | +34% | 26k | 182.48 |
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| Lpl Financial Holdings (LPLA) | 0.4 | $4.7M | +23% | 13k | 357.18 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $3.6M | 20k | 183.40 |
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| Wells Fargo & Company (WFC) | 0.3 | $3.6M | 38k | 93.20 |
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| McDonald's Corporation (MCD) | 0.3 | $3.5M | +40% | 11k | 305.63 |
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| Paypal Holdings (PYPL) | 0.3 | $3.4M | +18% | 58k | 58.38 |
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| Pepsi (PEP) | 0.3 | $3.4M | -6% | 24k | 143.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.4M | 11k | 313.78 |
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| Gilead Sciences (GILD) | 0.3 | $3.4M | 27k | 122.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.3M | +4% | 6.5k | 502.65 |
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| Dollar General (DG) | 0.2 | $3.2M | NEW | 24k | 132.77 |
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| Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) | 0.2 | $3.1M | NEW | 55k | 57.03 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.2 | $3.1M | +2% | 54k | 57.91 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $2.9M | -3% | 19k | 154.80 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.8M | 13k | 214.16 |
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| Lennar Corp Cl A (LEN) | 0.2 | $2.8M | +47% | 27k | 102.80 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.2 | $2.8M | 27k | 102.42 |
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| Valued Advisers Tr Regan Fltg Rate (MBSF) | 0.2 | $2.6M | NEW | 103k | 25.64 |
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| Micron Technology (MU) | 0.2 | $2.6M | 9.1k | 285.42 |
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| Jacobs Engineering Group (J) | 0.2 | $2.6M | +3% | 19k | 132.46 |
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| Raymond James Financial (RJF) | 0.2 | $2.6M | NEW | 16k | 160.59 |
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| Illinois Tool Works (ITW) | 0.2 | $2.5M | +2% | 10k | 246.30 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $2.5M | +131% | 21k | 119.41 |
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| Honeywell International (HON) | 0.2 | $2.5M | +22% | 13k | 195.09 |
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| Verizon Communications (VZ) | 0.2 | $2.5M | +2% | 62k | 40.73 |
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| Procter & Gamble Company (PG) | 0.2 | $2.5M | -17% | 18k | 143.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.5M | +9% | 4.1k | 614.28 |
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| Netflix (NFLX) | 0.2 | $2.5M | +1088% | 27k | 93.76 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $2.5M | +2% | 21k | 119.75 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.4M | 2.8k | 862.28 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $2.4M | 54k | 44.41 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $2.4M | +54% | 15k | 155.12 |
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| Fortinet (FTNT) | 0.2 | $2.3M | 30k | 79.41 |
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| ResMed (RMD) | 0.2 | $2.3M | +4% | 9.6k | 240.87 |
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| Abbvie (ABBV) | 0.2 | $2.3M | 9.9k | 228.50 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.3M | -3% | 27k | 82.82 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $2.2M | 19k | 117.72 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.1M | -8% | 21k | 99.88 |
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| Applied Materials (AMAT) | 0.2 | $2.0M | +9% | 7.8k | 256.99 |
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| Nucor Corporation (NUE) | 0.1 | $1.9M | 12k | 163.11 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.9M | 2.8k | 681.94 |
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| Paychex (PAYX) | 0.1 | $1.9M | 17k | 112.18 |
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| FirstEnergy (FE) | 0.1 | $1.8M | 40k | 44.77 |
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| T. Rowe Price (TROW) | 0.1 | $1.8M | +2% | 18k | 102.38 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.8M | +224% | 40k | 44.71 |
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| SYSCO Corporation (SYY) | 0.1 | $1.8M | -15% | 24k | 73.69 |
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| S&p Global (SPGI) | 0.1 | $1.7M | 3.3k | 522.64 |
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| Kkr & Co (KKR) | 0.1 | $1.7M | +2% | 14k | 127.48 |
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| Qualcomm (QCOM) | 0.1 | $1.7M | 10k | 171.06 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.7M | +39% | 6.4k | 268.31 |
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| Vistra Energy (VST) | 0.1 | $1.7M | 11k | 161.33 |
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| Lowe's Companies (LOW) | 0.1 | $1.7M | +2% | 7.0k | 241.17 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.6M | -29% | 9.2k | 177.75 |
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| Ross Stores (ROST) | 0.1 | $1.6M | 9.0k | 180.14 |
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| Nextera Energy (NEE) | 0.1 | $1.6M | -2% | 20k | 80.28 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.6M | +5% | 5.1k | 312.58 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $1.6M | -4% | 9.9k | 160.76 |
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| Coca-Cola Company (KO) | 0.1 | $1.5M | +4% | 22k | 69.91 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.5M | 2.6k | 566.36 |
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| Nike CL B (NKE) | 0.1 | $1.5M | 23k | 63.71 |
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| Oracle Corporation (ORCL) | 0.1 | $1.5M | -9% | 7.5k | 194.89 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.5M | -45% | 15k | 99.19 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.4M | -14% | 15k | 96.16 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | +14% | 13k | 111.41 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.4M | +2% | 3.0k | 453.36 |
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| Intuit (INTU) | 0.1 | $1.3M | 2.0k | 662.46 |
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| Caterpillar (CAT) | 0.1 | $1.3M | -5% | 2.3k | 572.78 |
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| American Express Company (AXP) | 0.1 | $1.3M | -2% | 3.6k | 369.91 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.3M | NEW | 13k | 105.69 |
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| Autodesk (ADSK) | 0.1 | $1.3M | +59% | 4.4k | 296.01 |
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| Cisco Systems (CSCO) | 0.1 | $1.3M | +5% | 17k | 77.03 |
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| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.1 | $1.3M | +45% | 145k | 8.74 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.2M | +71% | 9.7k | 125.82 |
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| Williams Companies (WMB) | 0.1 | $1.2M | +11% | 20k | 60.11 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.2M | +2% | 1.3k | 906.41 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.2M | +20% | 25k | 46.81 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | +473% | 6.6k | 173.48 |
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| Cintas Corporation (CTAS) | 0.1 | $1.1M | +6% | 5.9k | 188.07 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $1.1M | +2% | 17k | 66.08 |
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| Datadog Cl A Com (DDOG) | 0.1 | $1.1M | 8.1k | 135.99 |
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| Vulcan Materials Company (VMC) | 0.1 | $1.1M | +3% | 3.8k | 285.24 |
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| Air Products & Chemicals (APD) | 0.1 | $1.1M | -79% | 4.4k | 247.01 |
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| General Dynamics Corporation (GD) | 0.1 | $1.0M | -3% | 3.1k | 336.70 |
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| MercadoLibre (MELI) | 0.1 | $955k | +6% | 474.00 | 2014.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $953k | NEW | 2.0k | 468.76 |
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| Doordash Cl A (DASH) | 0.1 | $945k | +5% | 4.2k | 226.49 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $941k | 3.3k | 287.25 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $940k | +5% | 13k | 75.32 |
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| Rollins (ROL) | 0.1 | $924k | 15k | 60.02 |
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| O'reilly Automotive (ORLY) | 0.1 | $916k | +4% | 10k | 91.21 |
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| W.W. Grainger (GWW) | 0.1 | $914k | 906.00 | 1009.05 |
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| Pentair SHS (PNR) | 0.1 | $914k | 8.8k | 104.14 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $895k | -9% | 10k | 87.16 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $894k | 53k | 16.74 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $882k | NEW | 9.2k | 96.30 |
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| Eversource Energy (ES) | 0.1 | $873k | -2% | 13k | 67.33 |
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| Chubb (CB) | 0.1 | $865k | 2.8k | 312.14 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $861k | +118% | 20k | 42.69 |
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| Emerson Electric (EMR) | 0.1 | $853k | 6.4k | 132.72 |
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| Workday Cl A (WDAY) | 0.1 | $846k | NEW | 3.9k | 214.78 |
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| Arista Networks Com Shs (ANET) | 0.1 | $827k | 6.3k | 131.03 |
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| 3M Company (MMM) | 0.1 | $816k | 5.1k | 160.12 |
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| MetLife (MET) | 0.1 | $811k | +3% | 10k | 78.94 |
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| Synopsys (SNPS) | 0.1 | $796k | -15% | 1.7k | 469.72 |
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| Reddit Cl A (RDDT) | 0.1 | $789k | -23% | 3.4k | 229.87 |
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| CVS Caremark Corporation (CVS) | 0.1 | $785k | +11% | 9.9k | 79.36 |
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| Snowflake Com Shs (SNOW) | 0.1 | $777k | 3.5k | 219.36 |
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| International Business Machines (IBM) | 0.1 | $767k | +4% | 2.6k | 296.18 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $741k | 2.4k | 314.75 |
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| Medtronic SHS (MDT) | 0.1 | $738k | 7.7k | 96.06 |
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| Nordson Corporation (NDSN) | 0.1 | $723k | +2% | 3.0k | 240.43 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $717k | -3% | 1.9k | 373.44 |
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| Targa Res Corp (TRGP) | 0.1 | $693k | NEW | 3.8k | 184.50 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $690k | -40% | 8.5k | 81.17 |
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| Consolidated Edison (ED) | 0.1 | $686k | -3% | 6.9k | 99.33 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $663k | -4% | 6.5k | 102.38 |
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| A. O. Smith Corporation (AOS) | 0.0 | $641k | +4% | 9.6k | 66.88 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $630k | 12k | 50.79 |
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| Enterprise Products Partners (EPD) | 0.0 | $617k | 19k | 32.06 |
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| Pfizer (PFE) | 0.0 | $613k | 25k | 24.90 |
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| Becton, Dickinson and (BDX) | 0.0 | $610k | +4% | 3.1k | 194.09 |
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| Strategy Cl A New (MSTR) | 0.0 | $609k | +3% | 4.0k | 151.95 |
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| EOG Resources (EOG) | 0.0 | $603k | -20% | 5.7k | 105.02 |
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| Brown Forman Corp CL B (BF.B) | 0.0 | $600k | +6% | 23k | 26.06 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $595k | +70% | 949.00 | 627.14 |
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| Quanta Services (PWR) | 0.0 | $583k | NEW | 1.4k | 422.06 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $575k | -9% | 3.0k | 193.41 |
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| Fidelity National Financial Com Shs (FNF) | 0.0 | $571k | 11k | 54.59 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $564k | 1.6k | 342.97 |
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| Genuine Parts Company (GPC) | 0.0 | $552k | 4.5k | 122.97 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $550k | -9% | 20k | 27.20 |
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| Linde SHS (LIN) | 0.0 | $539k | -2% | 1.3k | 426.44 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $488k | NEW | 2.2k | 223.23 |
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| PPG Industries (PPG) | 0.0 | $477k | -2% | 4.7k | 102.46 |
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| Dominion Resources (D) | 0.0 | $477k | -3% | 8.1k | 58.59 |
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| Constellation Energy (CEG) | 0.0 | $466k | 1.3k | 353.32 |
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| At&t (T) | 0.0 | $444k | -10% | 18k | 24.84 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $440k | 17k | 26.23 |
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| Crown Castle Intl (CCI) | 0.0 | $438k | +2% | 4.9k | 88.88 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $434k | -7% | 1.3k | 328.58 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $405k | NEW | 5.5k | 74.07 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $398k | -9% | 3.5k | 114.66 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $391k | 4.7k | 83.00 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $388k | -23% | 4.3k | 91.38 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $387k | 1.3k | 303.94 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $378k | +10% | 9.4k | 40.35 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $361k | -3% | 12k | 29.89 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $355k | -4% | 2.9k | 121.26 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $351k | 264.00 | 1331.00 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $345k | -78% | 6.4k | 53.83 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $343k | +2% | 3.1k | 109.92 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $339k | -4% | 3.6k | 95.10 |
|
| TJX Companies (TJX) | 0.0 | $336k | 2.2k | 153.62 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $335k | -9% | 3.0k | 110.27 |
|
| ConocoPhillips (COP) | 0.0 | $334k | 3.6k | 93.60 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $329k | 2.7k | 123.26 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $329k | -3% | 2.4k | 137.81 |
|
| Amplify Etf Tr Amplify Dgtl Pay (IPAY) | 0.0 | $328k | NEW | 6.3k | 52.04 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $327k | -24% | 3.4k | 96.03 |
|
| Almonty Inds Com New (ALM) | 0.0 | $321k | -65% | 37k | 8.81 |
|
| Amcor Ord | 0.0 | $321k | 39k | 8.34 |
|
|
| Capital One Financial (COF) | 0.0 | $310k | 1.3k | 242.36 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $307k | NEW | 997.00 | 307.88 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $304k | 843.00 | 360.13 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $300k | -4% | 6.5k | 45.98 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $295k | NEW | 4.9k | 59.93 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $294k | +29% | 5.9k | 49.65 |
|
| Cigna Corp (CI) | 0.0 | $288k | -7% | 1.0k | 275.19 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $288k | +5% | 2.6k | 110.20 |
|
| salesforce (CRM) | 0.0 | $287k | +7% | 1.1k | 265.06 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $285k | 2.4k | 119.36 |
|
|
| American Electric Power Company (AEP) | 0.0 | $282k | -8% | 2.4k | 115.30 |
|
| Travelers Companies (TRV) | 0.0 | $277k | +2% | 954.00 | 290.18 |
|
| Boeing Company (BA) | 0.0 | $276k | 1.3k | 217.11 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $267k | -8% | 5.3k | 50.85 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $260k | -8% | 4.8k | 54.71 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $257k | +9% | 375.00 | 686.19 |
|
| BP Sponsored Adr (BP) | 0.0 | $245k | 7.1k | 34.73 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $244k | NEW | 5.3k | 45.69 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $242k | 1.5k | 160.97 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $240k | -29% | 2.4k | 99.85 |
|
| Galaxy Digital Cl A (GLXY) | 0.0 | $235k | 11k | 22.36 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $233k | -9% | 1.5k | 156.63 |
|
| Dbx Etf Tr Xtrackers Ftse (DEEF) | 0.0 | $233k | +6% | 6.5k | 35.95 |
|
| Ge Vernova (GEV) | 0.0 | $228k | NEW | 348.00 | 653.85 |
|
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $227k | NEW | 2.4k | 94.02 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $227k | -4% | 5.1k | 44.59 |
|
| Rockwell Automation (ROK) | 0.0 | $226k | 580.00 | 389.22 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $225k | 1.6k | 141.14 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $223k | NEW | 3.5k | 64.10 |
|
| Clorox Company (CLX) | 0.0 | $216k | -94% | 2.1k | 100.85 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $215k | 3.1k | 68.36 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $211k | -51% | 2.2k | 93.90 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $203k | -64% | 8.6k | 23.70 |
|
| Humacyte (HUMA) | 0.0 | $201k | +13% | 210k | 0.96 |
|
| FedEx Corporation (FDX) | 0.0 | $200k | NEW | 693.00 | 288.68 |
|
| Apple Hospitality Reit Com New (APLE) | 0.0 | $145k | 12k | 11.85 |
|
|
| Western Asset High Incm Fd I (HIX) | 0.0 | $70k | NEW | 17k | 4.16 |
|
| Us Energy Corp Wyoming (USEG) | 0.0 | $27k | NEW | 29k | 0.92 |
|
| Ree Automotive Shs Cl A New (REE) | 0.0 | $9.8k | 13k | 0.73 |
|
Past Filings by United Asset Strategies
SEC 13F filings are viewable for United Asset Strategies going back to 2012
- United Asset Strategies 2025 Q4 filed Jan. 28, 2026
- United Asset Strategies 2025 Q3 filed Oct. 23, 2025
- United Asset Strategies 2025 Q2 filed Aug. 8, 2025
- United Asset Strategies 2025 Q1 filed May 14, 2025
- United Asset Strategies 2024 Q4 filed Jan. 22, 2025
- United Asset Strategies 2024 Q3 filed Oct. 28, 2024
- United Asset Strategies 2024 Q2 filed Aug. 1, 2024
- United Asset Strategies 2024 Q1 filed April 23, 2024
- United Asset Strategies 2023 Q4 filed Jan. 30, 2024
- United Asset Strategies 2023 Q3 filed Nov. 7, 2023
- United Asset Strategies 2023 Q2 filed July 25, 2023
- United Asset Strategies 2023 Q1 restated filed July 25, 2023
- United Asset Strategies 2023 Q1 filed April 25, 2023
- United Asset Strategies 2022 Q4 filed Jan. 26, 2023
- United Asset Strategies 2022 Q3 filed Oct. 24, 2022
- United Asset Strategies 2022 Q2 filed Aug. 15, 2022