—

United Asset Strategies, Inc.

Q1 2026 13F Holdings

  • Location
    garden city, NY
  • Num holdings

    257

  • Value ($000)

    $1,256,844

  • Date Filed
    04/29/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$68.44M
5 %

392,455

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$58.72M
5 %

204,195

A
AAPL

APPLE INC

COM
037833100
$57.6M
5 %

226,942

A
AMZN

AMAZON COM INC

COM
023135106
$50.02M
4 %

240,188

M
MSFT

MICROSOFT CORP

COM
594918104
$40.96M
3 %

110,643

X
XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
81369Y803
$30.8M
3 %

231,789

M
META

META PLATFORMS INC

CL A
30303M102
$28.94M
2 %

50,576

M
MRK

MERCK & CO INC

COM
58933Y105
$25.31M
2 %

210,435

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$24.3M
2 %

482,711

A
AVGO

BROADCOM INC

COM
11135F101
$24.04M
2 %

77,670

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 257