United Asset Strategies, Inc.

Q2 2025 13F Holdings

  • Location
    garden city, NY
  • Num holdings

    239

  • Value ($000)

    $1,171,038

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0001539948
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$57.27M
5 %

362,465

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$52.29M
5 %

105,117

AMZN
AMZN

AMAZON COM INC

COM
023135106
$48.50M
4 %

221,057

AAPL
AAPL

APPLE INC

COM
037833100
$46.27M
4 %

225,522

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$38.54M
3 %

218,706

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$35.32M
3 %

139,460

META
META

META PLATFORMS INC

CL A
30303M102
$34.44M
3 %

46,656

AVGO
AVGO

BROADCOM INC

COM
11135F101
$31.29M
3 %

113,504

NOW
NOW

SERVICENOW INC

COM
81762P102
$23.69M
2 %

23,044

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$22.93M
2 %

40,803

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