United Asset Strategies, Inc. Portfolio Holdings

United Asset Strategies, Inc.

  • $1.24 Billion
  • Q3 2025

United Asset Strategies, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $73.3M, Apple Inc. with a value of $58.2M, Microsoft Corp with a value of $53.3M, Alphabet Inc. with a value of $51.2M, and Amazon Com Inc with a value of $48.6M.

Examining the 13F form we can see an increase of $73.2M in the current position value, from $1.16B to 1.24B.

United Asset Strategies, Inc. is based out at Garden City, NY

Below you can find more details about United Asset Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
Technology: $315 Million
ETFs: $214 Million
Financial Services: $134 Million
Communication Services: $109 Million
Healthcare: $100 Million
Consumer Cyclical: $94.6 Million
Industrials: $94.2 Million
Consumer Defensive: $52.8 Million
Other: $125 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$73.3 Million 5.93% of portfolio
393,079
Q3 2025 Added 8.45%
$4.3T
$58.2 Million 4.71% of portfolio
228,650
Q3 2025 Added 1.39%
$3.78T
$53.3 Million 4.31% of portfolio
102,890
Q3 2025 Reduced 2.12%
$1.65T
$51.2 Million 4.14% of portfolio
210,479
Q3 2025 Reduced 3.76%
$2.39T
$48.6 Million 3.93% of portfolio
221,386
Q3 2025 Added 0.15%
$0
$38.5 Million 3.11% of portfolio
136,447
Q3 2025 Reduced 2.16%
$1.37T
$34 Million 2.75% of portfolio
46,270
Q3 2025 Reduced 0.83%
$139B
$25 Million 2.02% of portfolio
75,758
Q3 2025 Reduced 33.26%
$881B
$23.8 Million 1.92% of portfolio
75,515
Q3 2025 Reduced 0.75%
$512B
$23.2 Million 1.88% of portfolio
40,833
Q3 2025 Added 0.07%
$169B
$21.3 Million 1.72% of portfolio
23,094
Q3 2025 Added 0.22%
$61.4B
$19.5 Million 1.58% of portfolio
95,866
Q3 2025 Added 0.93%
$0
$19 Million 1.53% of portfolio
404,052
Q3 2025 Added 20.08%
$0
$18.7 Million 1.51% of portfolio
371,379
Q3 2025 Added 85.74%
$167B
$18.2 Million 1.47% of portfolio
190,567
Q3 2025 Reduced 1.92%
$123B
$18 Million 1.45% of portfolio
36,051
Q3 2025 Added 3.13%
$413B
$17.1 Million 1.38% of portfolio
331,846
Q3 2025 Reduced 0.23%
$151B
$16.3 Million 1.32% of portfolio
46,216
Q3 2025 Added 39.42%
$0
$16 Million 1.3% of portfolio
59,170
Q3 2025 Added 16.6%
$235B
$16 Million 1.29% of portfolio
190,265
Q3 2025 Added 12.92%
$405B
$16 Million 1.29% of portfolio
16,479
Q3 2025 Added 5.36%
$222B
$15.6 Million 1.26% of portfolio
32,161
Q3 2025 Added 22.7%
$140B
$15.7 Million 1.26% of portfolio
41,826
Q3 2025 Added 1.17%
$73.7B
$15.2 Million 1.23% of portfolio
55,649
Q3 2025 Added 0.71%
$53.4B
$14.7 Million 1.19% of portfolio
189,311
Q3 2025 Added 1.44%
$85.9B
$14.4 Million 1.16% of portfolio
65,191
Q3 2025 Added 1.82%
$61.6B
$14.1 Million 1.14% of portfolio
499,547
Q3 2025 Added 1.26%
$0
$14.2 Million 1.14% of portfolio
180,645
Q3 2025 Reduced 7.1%
$0
$13.6 Million 1.1% of portfolio
292,958
Q3 2025 Added 1.63%
$96.4B
$13.3 Million 1.08% of portfolio
107,596
Q3 2025 Added 1.89%
$190B
$13.2 Million 1.07% of portfolio
129,908
Q3 2025 Reduced 1.21%
$19.3B
$13.1 Million 1.06% of portfolio
140,404
Q3 2025 Added 2.61%
$367B
$12.1 Million 0.97% of portfolio
29,767
Q3 2025 Added 1.13%
$121B
$12 Million 0.97% of portfolio
15,566
Q3 2025 Added 1.06%
$97.3B
$11.5 Million 0.93% of portfolio
135,912
Q3 2025 Added 2.61%
$522B
$11 Million 0.89% of portfolio
59,121
Q3 2025 Reduced 0.04%
$130B
$11.1 Million 0.89% of portfolio
31,136
Q3 2025 Reduced 0.78%
$37.6B
$10.5 Million 0.85% of portfolio
155,448
Q3 2025 Added 0.1%
$237B
$10.2 Million 0.82% of portfolio
62,804
Q3 2025 Added 2.59%
$59.1B
$9.95 Million 0.8% of portfolio
126,735
Q3 2025 Added 1.85%
$65.7B
$9.49 Million 0.77% of portfolio
118,766
Q3 2025 Added 3.11%
$0
$9.5 Million 0.77% of portfolio
176,338
Q3 2025 Reduced 2.94%
$183B
$9.01 Million 0.73% of portfolio
31,919
Q3 2025 Added 3.22%
$303B
$8.56 Million 0.69% of portfolio
55,138
Q3 2025 Reduced 33.39%
$0
$8.24 Million 0.67% of portfolio
39,888
Q3 2025 Reduced 1.01%
$35.1B
$8.12 Million 0.66% of portfolio
133,623
Q3 2025 Added 4.56%
$193B
$7.39 Million 0.6% of portfolio
64,536
Q3 2025 Added 1.34%
$0
$7.46 Million 0.6% of portfolio
98,143
Q3 2025 Added 1.94%
$53.8B
$7.21 Million 0.58% of portfolio
30,683
Q3 2025 Added 1.42%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $1.24 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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