United Asset Strategies, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UA United Asset Strategies, Inc. | Institutional Filer | ▼ 2.98% | $1.26B | 257 |
Current Portfolio Holdings
Showing all 257 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 392K | $68.4M | 5.45% |
| 2 | GOOGL | Alphabet Inc. | Technology | 204K | $58.7M | 4.67% |
| 3 | AAPL | Apple Inc. | Technology | 227K | $57.6M | 4.58% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 240K | $50.0M | 3.98% |
| 5 | MSFT | Microsoft Corporation | Technology | 111K | $41.0M | 3.26% |
| 6 | XLK | Technology Select Sector SPDR Fund | — | 232K | $30.8M | 2.45% |
| 7 | META | Meta Platforms, Inc. | Technology | 51K | $28.9M | 2.30% |
| 8 | MRK | Merck & Co., Inc. | Healthcare | 210K | $25.3M | 2.01% |
| 9 | USFR | WISDOMTREE TR | — | 483K | $24.3M | 1.93% |
| 10 | AVGO | Broadcom Inc. | Technology | 78K | $24.0M | 1.91% |
| 11 | JPM | JPMorgan Chase & Co. | Financial Services | 75K | $22.1M | 1.76% |
| 12 | ASML | ASML Holding N.V. | Technology | 17K | $21.8M | 1.74% |
| 13 | MA | Mastercard Incorporated | Financial Services | 42K | $21.0M | 1.67% |
| 14 | SPSM | SPDR SERIES TRUST | — | 430K | $20.8M | 1.65% |
| 15 | VMBS | VANGUARD SCOTTSDALE FDS | — | 419K | $19.7M | 1.56% |
Showing 1 to 15 of 257 holdings