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 21.94% of United Asset Strategies's stock portfolio.
- Added to shares of these 10 stocks: GWW (+$14M), APD (+$6.4M), SPSM (+$6.4M), AMZN, SBUX, UPS, USFR, DFEV, XLY, MSFT.
- Started 18 new stock positions in EWL, AMCR, GAB.R, VRT, AS, LRCX, CFG, TT, DFEV, MPC. FLJP, INTC, FLGB, PEW, MKC, ABNB, SYM, APH.
- Reduced shares in these 10 stocks: ETR (-$8.2M), WM (-$8.0M), XLB (-$5.8M), XLK (-$5.4M), MCK, GILD, DG, RSPD, LMT, PH.
- Sold out of its positions in ARKQ, ALM, IPAY, ADSK, BF.B, DEEF, DG, GILD, GBTC, HON. RSPD, EEM, IGV, IYR, ITB, JMBS, KKR, LEN, NEM, SHOP, VGIT, WDAY, Amcor.
- United Asset Strategies was a net seller of stock by $-1.4M.
- United Asset Strategies has $1.3B in assets under management (AUM), dropping by -2.98%.
- Central Index Key (CIK): 0001539948
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Portfolio Holdings for United Asset Strategies
United Asset Strategies holds 257 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.4 | $68M | 393k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $59M | 204k | 287.56 |
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| Apple (AAPL) | 4.6 | $58M | 227k | 253.79 |
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| Amazon (AMZN) | 4.0 | $50M | +8% | 240k | 208.27 |
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| Microsoft Corporation (MSFT) | 3.3 | $41M | +5% | 111k | 370.17 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 2.5 | $31M | -14% | 232k | 132.90 |
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| Meta Platforms Cl A (META) | 2.3 | $29M | +2% | 51k | 572.13 |
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| Merck & Co (MRK) | 2.0 | $25M | -3% | 210k | 120.29 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.9 | $24M | +13% | 483k | 50.34 |
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| Broadcom (AVGO) | 1.9 | $24M | 78k | 309.51 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $22M | 75k | 294.16 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.7 | $22M | -3% | 17k | 1320.85 |
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| Mastercard Incorporated Cl A (MA) | 1.7 | $21M | 42k | 499.65 |
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| Spdr Series Trust State Street Spd (SPSM) | 1.7 | $21M | +44% | 430k | 48.32 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.6 | $20M | 419k | 46.95 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.5 | $19M | 59k | 328.66 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $19M | +4% | 197k | 93.98 |
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| Lockheed Martin Corporation (LMT) | 1.4 | $18M | -13% | 30k | 604.40 |
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| Parker-Hannifin Corporation (PH) | 1.4 | $18M | -13% | 20k | 895.23 |
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| Kinder Morgan (KMI) | 1.4 | $17M | 509k | 33.53 |
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| Palo Alto Networks (PANW) | 1.4 | $17M | +9% | 106k | 160.32 |
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| Bank of America Corporation (BAC) | 1.3 | $16M | 336k | 48.75 |
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| Edwards Lifesciences (EW) | 1.2 | $16M | 194k | 80.08 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $15M | 31k | 491.53 |
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| W.W. Grainger (GWW) | 1.2 | $15M | +1435% | 14k | 1090.81 |
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| Ecolab (ECL) | 1.2 | $15M | 57k | 266.02 |
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| Citigroup Com New (C) | 1.2 | $15M | 129k | 113.41 |
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| Duke Energy Corp Com New (DUK) | 1.2 | $15M | +2% | 112k | 130.94 |
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| Johnson & Johnson (JNJ) | 1.1 | $14M | 57k | 244.44 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.1 | $14M | 179k | 76.54 |
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| Servicenow (NOW) | 1.0 | $13M | +7% | 126k | 104.55 |
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| Starbucks Corporation (SBUX) | 1.0 | $13M | +41% | 143k | 89.59 |
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| Eaton Corp SHS (ETN) | 0.9 | $12M | -18% | 33k | 357.68 |
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| Philip Morris International (PM) | 0.9 | $12M | 70k | 165.34 |
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| Chevron Corporation (CVX) | 0.9 | $12M | 56k | 206.90 |
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| Amgen (AMGN) | 0.9 | $11M | 33k | 351.85 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $11M | +13% | 46k | 243.08 |
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| Monster Beverage Corp (MNST) | 0.9 | $11M | 153k | 72.46 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.9 | $11M | +6% | 134k | 81.98 |
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| Colgate-Palmolive Company (CL) | 0.9 | $11M | +6% | 126k | 85.23 |
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| Home Depot (HD) | 0.8 | $10M | +2% | 31k | 328.89 |
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| American Intl Group Com New (AIG) | 0.8 | $10M | +3% | 134k | 75.25 |
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| McKesson Corporation (MCK) | 0.8 | $9.8M | -26% | 11k | 865.33 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $9.4M | 55k | 169.66 |
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| Realty Income (O) | 0.7 | $8.7M | +4% | 143k | 61.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $8.5M | 20k | 430.28 |
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| Cheniere Energy Com New (LNG) | 0.7 | $8.2M | +9% | 29k | 283.76 |
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| Entergy Corporation (ETR) | 0.6 | $7.9M | -50% | 70k | 112.36 |
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| Air Products & Chemicals (APD) | 0.6 | $7.7M | +504% | 27k | 290.49 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.6 | $7.5M | -16% | 151k | 49.37 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $7.3M | 39k | 189.59 |
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| Waste Management (WM) | 0.6 | $7.3M | -52% | 32k | 229.79 |
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| Walt Disney Company (DIS) | 0.5 | $6.6M | +3% | 68k | 96.38 |
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| Deere & Company (DE) | 0.5 | $6.2M | +2% | 11k | 563.31 |
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| Danaher Corporation (DHR) | 0.5 | $5.9M | 31k | 189.60 |
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| Metropcs Communications (TMUS) | 0.5 | $5.9M | +6% | 28k | 210.03 |
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| Ventas (VTR) | 0.5 | $5.8M | 71k | 81.78 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $5.8M | 78k | 74.35 |
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| Alliant Energy Corporation (LNT) | 0.5 | $5.7M | 80k | 71.76 |
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| United Parcel Svcs CL B (UPS) | 0.4 | $5.0M | +244% | 51k | 98.38 |
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| Tesla Motors (TSLA) | 0.4 | $4.9M | 13k | 371.75 |
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| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.4 | $4.8M | 89k | 53.20 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.4 | $4.6M | +100% | 43k | 108.98 |
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| Valued Advisers Tr Regan Fltg Rate (MBSF) | 0.4 | $4.6M | +73% | 179k | 25.51 |
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| Pepsi (PEP) | 0.4 | $4.5M | +22% | 29k | 155.29 |
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| Jack Henry & Associates (JKHY) | 0.3 | $4.4M | +5% | 28k | 158.04 |
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| Lpl Financial Holdings (LPLA) | 0.3 | $4.1M | +4% | 14k | 300.84 |
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| Visa Com Cl A (V) | 0.3 | $4.1M | -2% | 14k | 302.25 |
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| Eli Lilly & Co. (LLY) | 0.3 | $4.0M | -5% | 4.3k | 919.66 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $3.7M | 19k | 192.90 |
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| McDonald's Corporation (MCD) | 0.3 | $3.7M | +4% | 12k | 310.78 |
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| ResMed (RMD) | 0.3 | $3.6M | +66% | 16k | 224.48 |
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| Verizon Communications (VZ) | 0.3 | $3.2M | 63k | 50.20 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.3 | $3.1M | 53k | 59.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.1M | 6.5k | 479.20 |
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| Wells Fargo & Company (WFC) | 0.2 | $3.1M | 39k | 79.61 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.9M | +4% | 3.0k | 996.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.9M | -5% | 10k | 286.86 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.2 | $2.9M | +16% | 63k | 45.65 |
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| Procter & Gamble Company (PG) | 0.2 | $2.8M | +9% | 19k | 144.44 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.2 | $2.7M | -3% | 26k | 103.37 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.7M | 13k | 203.43 |
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| Applied Materials (AMAT) | 0.2 | $2.7M | 7.9k | 341.80 |
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| Illinois Tool Works (ITW) | 0.2 | $2.7M | 10k | 260.29 |
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| Netflix (NFLX) | 0.2 | $2.6M | 27k | 96.15 |
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| Jacobs Engineering Group (J) | 0.2 | $2.5M | +2% | 20k | 127.28 |
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| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.2 | $2.4M | NEW | 68k | 35.78 |
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| Raymond James Financial (RJF) | 0.2 | $2.4M | +2% | 16k | 144.79 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $2.4M | -3% | 15k | 161.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.3M | 4.1k | 577.24 |
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| Paypal Holdings (PYPL) | 0.2 | $2.3M | -11% | 52k | 45.23 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.3M | 28k | 82.57 |
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| Cadence Design Systems (CDNS) | 0.2 | $2.2M | +58% | 8.1k | 277.87 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $2.2M | -18% | 15k | 146.61 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $2.2M | +5% | 20k | 110.86 |
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| Abbvie (ABBV) | 0.2 | $2.2M | 10k | 217.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.1M | 21k | 99.27 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $2.1M | -15% | 34k | 61.26 |
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| Nucor Corporation (NUE) | 0.2 | $2.0M | 12k | 169.09 |
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| FirstEnergy (FE) | 0.2 | $2.0M | 40k | 50.66 |
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| Ross Stores (ROST) | 0.1 | $1.9M | -5% | 8.6k | 216.63 |
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| Nextera Energy (NEE) | 0.1 | $1.8M | -2% | 20k | 92.88 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.8M | -3% | 2.7k | 650.36 |
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| Lowe's Companies (LOW) | 0.1 | $1.7M | 7.0k | 236.28 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.7M | +17% | 17k | 95.44 |
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| Coca-Cola Company (KO) | 0.1 | $1.6M | 22k | 76.05 |
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| T. Rowe Price (TROW) | 0.1 | $1.6M | +3% | 18k | 90.14 |
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| Caterpillar (CAT) | 0.1 | $1.6M | 2.3k | 708.48 |
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| Paychex (PAYX) | 0.1 | $1.6M | +4% | 17k | 92.12 |
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| SYSCO Corporation (SYY) | 0.1 | $1.5M | -10% | 21k | 71.33 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $1.5M | -79% | 30k | 49.97 |
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| S&p Global (SPGI) | 0.1 | $1.4M | 3.3k | 425.38 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | -11% | 11k | 124.28 |
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| Williams Companies (WMB) | 0.1 | $1.4M | -6% | 19k | 72.78 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.3M | +72% | 11k | 122.78 |
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| Cisco Systems (CSCO) | 0.1 | $1.3M | 17k | 77.59 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.3M | 3.0k | 446.54 |
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| Fortinet (FTNT) | 0.1 | $1.3M | -45% | 16k | 81.72 |
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| Vistra Energy (VST) | 0.1 | $1.3M | -16% | 8.8k | 150.33 |
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| Qualcomm (QCOM) | 0.1 | $1.3M | 10k | 128.78 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $1.2M | +7% | 18k | 68.79 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.2M | +8% | 11k | 118.21 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | -2% | 6.3k | 198.30 |
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| Nike CL B (NKE) | 0.1 | $1.2M | 23k | 52.82 |
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| Micron Technology (MU) | 0.1 | $1.2M | -61% | 3.5k | 337.87 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | -3% | 2.6k | 460.99 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $1.2M | 25k | 46.91 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.1 | $1.2M | -29% | 7.0k | 166.07 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $1.2M | 13k | 92.21 |
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| American Express Company (AXP) | 0.1 | $1.1M | +2% | 3.7k | 302.50 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.1M | -25% | 987.00 | 1093.44 |
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| Vulcan Materials Company (VMC) | 0.1 | $1.1M | +2% | 3.9k | 272.32 |
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| Oracle Corporation (ORCL) | 0.1 | $1.0M | -5% | 7.1k | 147.10 |
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| salesforce (CRM) | 0.1 | $1.0M | +415% | 5.6k | 186.68 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.0M | NEW | 4.0k | 250.59 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | -25% | 6.9k | 146.27 |
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| Cintas Corporation (CTAS) | 0.1 | $999k | 5.9k | 169.14 |
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| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.1 | $986k | -21% | 114k | 8.66 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $966k | NEW | 7.6k | 126.28 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $964k | -3% | 3.2k | 304.08 |
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| Chubb (CB) | 0.1 | $959k | +6% | 2.9k | 325.91 |
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| Datadog Cl A Com (DDOG) | 0.1 | $948k | 8.0k | 118.05 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $945k | -26% | 4.9k | 194.13 |
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| O'reilly Automotive (ORLY) | 0.1 | $936k | 10k | 92.31 |
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| Eversource Energy (ES) | 0.1 | $922k | +2% | 13k | 69.28 |
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| Targa Res Corp (TRGP) | 0.1 | $919k | -2% | 3.7k | 250.73 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $901k | 10k | 86.69 |
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| Emerson Electric (EMR) | 0.1 | $895k | +6% | 6.8k | 131.01 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $889k | +140% | 15k | 57.64 |
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| Intuit (INTU) | 0.1 | $874k | 2.0k | 432.41 |
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| MercadoLibre (MELI) | 0.1 | $868k | +5% | 502.00 | 1729.02 |
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| General Dynamics Corporation (GD) | 0.1 | $866k | -17% | 2.5k | 343.25 |
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| EOG Resources (EOG) | 0.1 | $857k | +3% | 5.9k | 144.56 |
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| Nordson Corporation (NDSN) | 0.1 | $847k | +5% | 3.2k | 266.06 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $832k | +11% | 9.4k | 88.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $832k | +4% | 2.1k | 390.41 |
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| Synopsys (SNPS) | 0.1 | $827k | +23% | 2.1k | 396.48 |
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| Pentair SHS (PNR) | 0.1 | $815k | +6% | 9.4k | 87.11 |
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| Rollins (ROL) | 0.1 | $798k | -2% | 15k | 53.41 |
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| Ge Aerospace Com New (GE) | 0.1 | $791k | +179% | 2.8k | 283.73 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $779k | 54k | 14.37 |
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| Quanta Services (PWR) | 0.1 | $775k | +2% | 1.4k | 549.02 |
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| 3M Company (MMM) | 0.1 | $774k | +4% | 5.3k | 145.24 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $768k | NEW | 3.6k | 213.66 |
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| MetLife (MET) | 0.1 | $768k | +5% | 11k | 70.72 |
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| Clorox Company (CLX) | 0.1 | $761k | +242% | 7.3k | 103.63 |
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| CVS Caremark Corporation (CVS) | 0.1 | $760k | +6% | 11k | 71.82 |
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| Trane Technologies SHS (TT) | 0.1 | $759k | NEW | 1.8k | 416.74 |
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| Enterprise Products Partners (EPD) | 0.1 | $738k | 20k | 37.84 |
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| Medtronic SHS (MDT) | 0.1 | $727k | +9% | 8.4k | 86.65 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $725k | 12k | 58.78 |
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| Pfizer (PFE) | 0.1 | $716k | +3% | 26k | 28.08 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $705k | 2.4k | 298.81 |
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| A. O. Smith Corporation (AOS) | 0.1 | $694k | +9% | 11k | 65.94 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $682k | 6.6k | 103.44 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $676k | 1.9k | 356.56 |
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| Consolidated Edison (ED) | 0.1 | $673k | -13% | 5.9k | 113.18 |
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| Linde SHS (LIN) | 0.1 | $668k | +6% | 1.3k | 495.82 |
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| Doordash Cl A (DASH) | 0.1 | $649k | +3% | 4.3k | 150.16 |
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| Amer Sports Com Shs (AS) | 0.0 | $616k | NEW | 19k | 32.92 |
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| Citizens Financial (CFG) | 0.0 | $607k | NEW | 10k | 59.97 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $606k | -34% | 13k | 45.89 |
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| Symbotic Class A Com (SYM) | 0.0 | $598k | NEW | 11k | 53.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $597k | +5% | 999.00 | 597.65 |
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| International Business Machines (IBM) | 0.0 | $597k | -4% | 2.5k | 242.39 |
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| Hormel Foods Corporation (HRL) | 0.0 | $594k | +206% | 26k | 22.65 |
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| Amphenol Corp Cl A (APH) | 0.0 | $572k | NEW | 4.5k | 126.35 |
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| Strategy Cl A New (MSTR) | 0.0 | $568k | +13% | 4.5k | 124.80 |
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| Becton, Dickinson and (BDX) | 0.0 | $561k | +13% | 3.6k | 157.24 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $558k | +2% | 21k | 26.96 |
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| Snowflake Com Shs (SNOW) | 0.0 | $547k | +2% | 3.6k | 150.82 |
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| PPG Industries (PPG) | 0.0 | $542k | +8% | 5.1k | 106.89 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $539k | +5% | 3.1k | 172.10 |
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| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $539k | +132% | 5.6k | 95.73 |
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| Dominion Resources (D) | 0.0 | $533k | +6% | 8.6k | 61.82 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $523k | 1.6k | 318.07 |
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| Genuine Parts Company (GPC) | 0.0 | $520k | +9% | 4.9k | 105.75 |
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| At&t (T) | 0.0 | $519k | 18k | 28.99 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $487k | NEW | 9.7k | 50.44 |
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| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $485k | 11k | 46.38 |
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| Reddit Cl A (RDDT) | 0.0 | $479k | +3% | 3.6k | 134.65 |
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| ConocoPhillips (COP) | 0.0 | $471k | 3.6k | 131.98 |
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| Crown Castle Intl (CCI) | 0.0 | $457k | +13% | 5.6k | 81.31 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $446k | +14% | 4.9k | 91.64 |
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| Ishares Msci Eurzone Etf (EZU) | 0.0 | $439k | +101% | 7.0k | 62.64 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $434k | +12% | 2.5k | 175.66 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $433k | 1.3k | 338.00 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $420k | 17k | 25.10 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $397k | +3% | 9.7k | 40.83 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $384k | 1.3k | 290.68 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $383k | +10% | 13k | 28.71 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $371k | -7% | 5.0k | 73.64 |
|
| Constellation Energy (CEG) | 0.0 | $365k | 1.3k | 279.30 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $352k | +2% | 3.2k | 110.37 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $347k | 3.6k | 95.63 |
|
|
| TJX Companies (TJX) | 0.0 | $342k | 2.1k | 159.72 |
|
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $341k | +2% | 3.0k | 113.60 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $338k | -87% | 2.6k | 130.93 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $336k | 3.1k | 109.73 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $331k | 7.1k | 47.00 |
|
|
| Amcor Com New (AMCR) | 0.0 | $331k | NEW | 8.3k | 39.75 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $330k | 3.4k | 97.13 |
|
|
| Boeing Company (BA) | 0.0 | $328k | +29% | 1.6k | 199.02 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $324k | +12% | 5.3k | 61.35 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $321k | 836.00 | 383.40 |
|
|
| American Electric Power Company (AEP) | 0.0 | $319k | 2.4k | 131.07 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $314k | +2% | 6.7k | 47.02 |
|
| Hartford Financial Services (HIG) | 0.0 | $312k | -3% | 2.3k | 135.25 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $306k | 264.00 | 1159.96 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $297k | 2.6k | 113.11 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $290k | +2% | 2.4k | 118.61 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $286k | 2.6k | 109.00 |
|
|
| Ge Vernova (GEV) | 0.0 | $275k | -9% | 315.00 | 873.44 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $271k | 5.3k | 50.95 |
|
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $267k | NEW | 7.7k | 34.76 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $267k | NEW | 7.4k | 36.18 |
|
| Travelers Companies (TRV) | 0.0 | $264k | -4% | 907.00 | 291.53 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $259k | +13% | 6.7k | 38.42 |
|
| Cigna Corp (CI) | 0.0 | $243k | -13% | 910.00 | 266.75 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $241k | 1.6k | 151.41 |
|
|
| FedEx Corporation (FDX) | 0.0 | $241k | -2% | 677.00 | 355.98 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $235k | 5.1k | 46.47 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $231k | -6% | 1.4k | 165.70 |
|
| Ishares Msci Switzerland (EWL) | 0.0 | $227k | NEW | 3.9k | 58.81 |
|
| Intel Corporation (INTC) | 0.0 | $224k | NEW | 5.1k | 44.13 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $222k | NEW | 907.00 | 244.19 |
|
| Capital One Financial (COF) | 0.0 | $219k | -5% | 1.2k | 182.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $219k | -10% | 335.00 | 653.92 |
|
| Rockwell Automation (ROK) | 0.0 | $208k | 580.00 | 359.02 |
|
|
| Galaxy Digital Cl A (GLXY) | 0.0 | $194k | 11k | 18.45 |
|
|
| Apple Hospitality Reit Com New (APLE) | 0.0 | $141k | 12k | 11.51 |
|
|
| Humacyte (HUMA) | 0.0 | $127k | 210k | 0.61 |
|
|
| Western Asset High Incm Fd I (HIX) | 0.0 | $67k | 17k | 3.98 |
|
|
| Grabagun Digital Hldgs Common Stock (PEW) | 0.0 | $47k | NEW | 16k | 3.01 |
|
| Us Energy Corp Wyoming (USEG) | 0.0 | $35k | +34% | 39k | 0.88 |
|
| Ree Automotive Shs Cl A New (REE) | 0.0 | $8.0k | 13k | 0.60 |
|
|
| Gabelli Equity Tr Right 04/14/2026 (GAB.R) | 0.0 | $185.570000 | NEW | 27k | 0.01 |
|
Past Filings by United Asset Strategies
SEC 13F filings are viewable for United Asset Strategies going back to 2012
- United Asset Strategies 2026 Q1 filed April 29, 2026
- 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