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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLK Technology Sector Spdr ETFs	$0	$38.5 Million 3.11% of portfolio	136,447	Q3 2025 Reduced 2.16%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$19 Million 1.53% of portfolio	404,052	Q3 2025 Added 20.08%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$18.7 Million 1.51% of portfolio	371,379	Q3 2025 Added 85.74%
SOXX Ishares Semiconductor ETF ETFs	$0	$16 Million 1.3% of portfolio	59,170	Q3 2025 Added 16.6%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$14.2 Million 1.14% of portfolio	180,645	Q3 2025 Reduced 7.1%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$13.6 Million 1.1% of portfolio	292,958	Q3 2025 Added 1.63%
GLD Spdr Gold Trust ETFs	$130B	$11.1 Million 0.89% of portfolio	31,136	Q3 2025 Reduced 0.78%
XLF Financial Sector Spdr ETFs	$0	$9.5 Million 0.77% of portfolio	176,338	Q3 2025 Reduced 2.94%
IVE Ishares S&P 500 Value ETF ETFs	$0	$8.24 Million 0.67% of portfolio	39,888	Q3 2025 Reduced 1.01%

XLP Consumer Staples Sector Spdr ETFs	$0	$7.46 Million 0.6% of portfolio	98,143	Q3 2025 Added 1.94%
IWN Ishares Russell2000 Val ETF ETFs	$0	$6.75 Million 0.55% of portfolio	38,191	Q3 2025 Reduced 1.37%
EFV Msci Eafe Value ETF ETFs	$0	$5.19 Million 0.42% of portfolio	76,538	Q3 2025 Reduced 1.56%
SPMD Spdr Portfolio ETFs	$0	$3.01 Million 0.24% of portfolio	52,598	Q3 2025 Reduced 0.87%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$2.88 Million 0.23% of portfolio	27,460	Q3 2025 Reduced 4.92%
XLV Select Sector Spdr Fund Health ETFs	$0	$2.7 Million 0.22% of portfolio	19,382	Q3 2025 Reduced 0.38%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.33 Million 0.19% of portfolio	28,049	Q3 2025 Added 0.8%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.3 Million 0.19% of portfolio	53,747	Q3 2025 Added 91.93%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$2.34 Million 0.19% of portfolio	23,317	Q3 2025 Added 8.38%

XLY Select Sector Spdr Consumer Di ETFs	$0	$2.2 Million 0.18% of portfolio	9,173	Q3 2025 Reduced 5.48%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.24 Million 0.18% of portfolio	3,735	Q3 2025 Reduced 1.74%
XLC Select Sector Spdr Tr Communic ETFs	$0	$2.18 Million 0.18% of portfolio	18,427	Q3 2025 Reduced 5.78%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.87 Million 0.15% of portfolio	2,814	Q3 2025 Reduced 7.01%
IEF Ishares Barclays ETFs	$0	$1.65 Million 0.13% of portfolio	17,137	Q3 2025 Added 6.42%
XLI Industrial Sector Spdr ETFs	$0	$1.52 Million 0.12% of portfolio	9,842	Q3 2025 Reduced 2.56%
XLB Select Sector Spdr Fd Material ETFs	$0	$1.37 Million 0.11% of portfolio	15,301	Q3 2025 Reduced 14.45%
SMDV Proshares Tr Russell 2000 Divi ETFs	$0	$1.1 Million 0.09% of portfolio	16,564	Q3 2025 Added 2.12%
XLE Energy Sector Spdr ETFs	$0	$1.1 Million 0.09% of portfolio	12,306	Q3 2025 Reduced 9.71%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$1.01 Million 0.08% of portfolio	11,332	Q3 2025 Reduced 0.16%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$952,000 0.08% of portfolio	20,355	Q3 2025 Added 30.42%
IAU Ishares Gold Trust ETFs	$65.3B	$1.03 Million 0.08% of portfolio	14,190	Q3 2025 Reduced 33.83%
XLU Utilities Sector Spdr ETFs	$0	$805,000 0.07% of portfolio	9,231	Q3 2025 Reduced 5.11%
VV Vanguard Large Cap ETF ETFs	$0	$721,000 0.06% of portfolio	2,342	Q3 2025 Reduced 0.34%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$703,000 0.06% of portfolio	6,810	Q3 2025 Added 0.09%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$728,000 0.06% of portfolio	1,993	Q3 2025 Reduced 6.69%
BAB Invesco ETF Tr Ii Taxable Mun ETFs	$0	$606,000 0.05% of portfolio	22,239	Q3 2025 Reduced 0.41%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$510,000 0.04% of portfolio	5,566	Q3 2025 Reduced 25.44%
IYR Ishares Tr ETFs	$0	$445,000 0.04% of portfolio	4,592	Q3 2025 Added 4.1%
OEF Ishares S&P 100 ETF ETFs	$0	$437,000 0.04% of portfolio	1,643	Q2 2023 Reduced 96.91%
ARKQ Ark Autonomous Technology & Ro ETFs	$0	$429,000 0.03% of portfolio	3,847	Q1 2025 Reduced 15.54%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$341,000 0.03% of portfolio	557	Q3 2025 Reduced 11.02%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$322,000 0.03% of portfolio	2,672	Q2 2025 Reduced 0.19%
AGZ Ishares Agency Bond ETF ETFs	$0	$368,000 0.03% of portfolio	3,341	Q3 2025 Added 0.3%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$338,000 0.03% of portfolio	3,045	Q3 2025 Added 10.65%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$420,000 0.03% of portfolio	4,504	Q3 2025 Reduced 10.56%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$346,000 0.03% of portfolio	3,727	Q3 2025 Reduced 0.35%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$430,000 0.03% of portfolio	16,737	Q2 2025 Reduced 7.07%
SUSL Ishares Tr Esg Msci Usa Leader ETFs	$0	$359,000 0.03% of portfolio	3,072	Q3 2025 Reduced 29.83%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$357,000 0.03% of portfolio	8,479	Q3 2025 Reduced 3.33%
ESML Ishares Esg Aware Msci Usa Sma ETFs	$0	$306,000 0.02% of portfolio	6,806	Q3 2025 Added 0.06%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$275,000 0.02% of portfolio	2,476	Q3 2025 Added 2.4%

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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United Asset Strategies, Inc. Portfolio Holdings