United Asset Strategies, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, United Asset Strategies, Inc. disclosed 256 stock positions valued at approximately $1.41B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 256
- Portfolio Value
- $1.41B
Holdings by Sector
United Asset Strategies, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 5.99% | 423,723 | +31,268 | +7.97% | $84,782,661 |
| APPLE INC | AAPL | Technology | 5.83% | 285,208 | +58,266 | +25.67% | $82,527,676 |
| ALPHABET INC | GOOGL | Communication Services | 5.02% | 198,907 | -5,288 | -2.59% | $71,083,240 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.08% | 242,330 | +2,142 | +0.89% | $57,756,837 |
| MICROSOFT CORP | MSFT | Technology | 3.45% | 130,692 | +20,049 | +18.12% | $48,750,736 |
| BROADCOM INC | AVGO | Technology | 2.23% | 83,581 | +5,911 | +7.61% | $31,572,903 |
| ISHARES TR | SOXX | Other | 2.22% | 48,982 | -9,942 | -16.87% | $31,385,600 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.10% | 155,687 | -76,102 | -32.83% | $29,661,455 |
| META PLATFORMS INC | META | Communication Services | 2.08% | 52,134 | +1,558 | +3.08% | $29,366,428 |
| ASML HLDG NV | ASML | Other | 1.83% | 12,987 | -3,527 | -21.36% | $25,837,544 |
| SPDR SERIES TRUST | SPSM | Other | 1.77% | 434,336 | +4,502 | +1.05% | $25,048,129 |
| WISDOMTREE TR | USFR | Other | 1.75% | 491,959 | +9,248 | +1.92% | $24,770,131 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.57% | 65,119 | -41,315 | -38.82% | $22,206,844 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.56% | 42,976 | +879 | +2.09% | $22,072,427 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.42% | 20,513 | +453 | +2.26% | $20,063,871 |
| BANK OF AMER CORP | BAC | Financial Services | 1.36% | 338,928 | +2,689 | +0.80% | $19,312,107 |
| WW GRAINGER INC | GWW | Industrials | 1.35% | 14,016 | +106 | +0.76% | $19,067,467 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 1.33% | 402,952 | -15,852 | -3.79% | $18,862,194 |
| MERCK & CO INC | MRK | Healthcare | 1.30% | 143,654 | -66,781 | -31.73% | $18,459,565 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.28% | 196,428 | -210 | -0.11% | $18,124,367 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 1.23% | 192,582 | -1,282 | -0.66% | $17,420,968 |
| KINDER MORGAN INC DEL | KMI | Energy | 1.22% | 539,887 | +30,545 | +6.00% | $17,260,192 |
| ECOLAB INC | ECL | Basic Materials | 1.14% | 57,773 | +876 | +1.54% | $16,096,070 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.11% | 31,417 | +322 | +1.04% | $15,751,436 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.10% | 47,656 | -27,589 | -36.67% | $15,599,117 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.09% | 30,396 | +466 | +1.56% | $15,485,300 |
| SPDR SERIES TRUST | SPLG | Other | 1.09% | 175,724 | -3,083 | -1.72% | $15,442,639 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.04% | 58,133 | +805 | +1.40% | $14,764,027 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.03% | 142,755 | -407 | -0.28% | $14,588,084 |
| SERVICENOW INC | NOW | Technology | 1.02% | 144,686 | +18,630 | +14.78% | $14,364,396 |
Showing 30 of 256 holdings in the latest reporting period.