United Asset Strategies, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, United Asset Strategies, Inc. disclosed 266 stock positions valued at approximately $1.46B as of quarter-end September 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 266
- Portfolio Value
- $1.46B
Holdings by Sector
United Asset Strategies, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.74% | 294,803 | +9,595 | +3.36% | $98,175,280 |
| NVIDIA CORPORATION | NVDA | Technology | 6.71% | 428,009 | +4,286 | +1.01% | $97,748,705 |
| MICROSOFT CORP | MSFT | Technology | 4.50% | 127,917 | -2,775 | -2.12% | $65,608,393 |
| ALPHABET INC | GOOGL | Communication Services | 4.17% | 176,549 | -22,358 | -11.24% | $60,747,105 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.82% | 223,478 | -18,852 | -7.78% | $55,679,444 |
| META PLATFORMS INC | META | Communication Services | 2.60% | 52,277 | +143 | +0.27% | $37,910,042 |
| BROADCOM INC | AVGO | Technology | 1.97% | 81,787 | -1,794 | -2.15% | $28,722,753 |
| ISHARES TR | SOXX | Other | 1.97% | 50,459 | +1,477 | +3.02% | $28,693,056 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.88% | 140,102 | -15,585 | -10.01% | $27,424,965 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.76% | 64,624 | -495 | -0.76% | $25,675,717 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.67% | 44,022 | +1,046 | +2.43% | $24,276,906 |
| ASML HLDG NV | ASML | Technology | 1.64% | 13,234 | +247 | +1.90% | $23,976,326 |
| SPDR SERIES TRUST | SPSM | Other | 1.64% | 451,181 | +16,845 | +3.88% | $23,849,432 |
| WISDOMTREE TR | USFR | Other | 1.45% | 419,157 | -72,802 | -14.80% | $21,121,340 |
| MERCK & CO INC | MRK | Healthcare | 1.43% | 143,358 | -296 | -0.21% | $20,831,295 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.41% | 30,452 | -965 | -3.07% | $20,556,527 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.38% | 21,027 | +514 | +2.51% | $20,090,074 |
| SERVICENOW INC | NOW | Technology | 1.36% | 147,940 | +3,254 | +2.25% | $19,825,399 |
| BANK OF AMER CORP | BAC | Financial Services | 1.27% | 339,534 | +606 | +0.18% | $18,480,828 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 1.26% | 412,887 | +9,935 | +2.47% | $18,336,315 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 1.23% | 183,297 | -13,131 | -6.68% | $17,915,427 |
| WW GRAINGER INC | GWW | Industrials | 1.22% | 14,262 | +246 | +1.76% | $17,767,209 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 1.16% | 195,672 | +3,090 | +1.60% | $16,890,407 |
| KINDER MORGAN INC DEL | KMI | Energy | 1.14% | 548,853 | +8,966 | +1.66% | $16,547,930 |
| ECOLAB INC | ECL | Basic Materials | 1.11% | 58,930 | +1,157 | +2.00% | $16,181,078 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.09% | 48,072 | +416 | +0.87% | $15,903,569 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.08% | 30,913 | +517 | +1.70% | $15,742,561 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.06% | 58,250 | +117 | +0.20% | $15,421,064 |
| SPDR SERIES TRUST | SPLG | Other | 1.02% | 165,256 | -10,468 | -5.96% | $14,833,413 |
| EATON CORP PLC | ETN | Industrials | 0.98% | 33,206 | +546 | +1.67% | $14,268,872 |
Showing 30 of 266 holdings in the latest reporting period.