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 Market Cap. of $10 Billions to $200 Billions
