The Analysis of United Asset Strategies, Inc.'s Holdings
Currently, United Asset Strategies, Inc. holds 250 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in USFR (+171.4K shares, valued at $8.6M), NVDA (+30.6K shares, valued at $5.7M), ADBE (+13.1K shares, valued at $4.6M); decreased their positions in AVGO (-37.7K shares, valued at $12.5M), CI (-42.1K shares, valued at $12.1M), CVX (-27.6K shares, valued at $4.3M); initiated new positions in LEN (+18.6K shares, valued at $2.3M), ANET (+6.2K shares, valued at $909.1K), ROL (+15.2K shares, valued at $895.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION393.1K shares8.45%2025-09-302025-10-23
AAPL APPLE INC228.7K shares1.39%2025-09-302025-10-23 MSFT MICROSOFT CORP102.9K shares-2.12%2025-09-302025-10-23 GOOGL ALPHABET INC210.5K shares-3.76%2025-09-302025-10-23 AMZN AMAZON COM INC221.4K shares0.15%2025-09-302025-10-23 XLK SELECT SECTOR SPDR TR136.4K shares-2.16%2025-09-302025-10-23 META META PLATFORMS INC46.3K shares-0.83%2025-09-302025-10-23 AVGO BROADCOM INC75.8K shares-33.26%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.75.5K shares-0.75%2025-09-302025-10-23 MA MASTERCARD INCORPORATED40.8K shares0.07%2025-09-302025-10-23 NOW SERVICENOW INC23.1K shares0.22%2025-09-302025-10-23 PANW PALO ALTO NETWORKS INC95.9K shares0.93%2025-09-302025-10-23 VMBS VANGUARD SCOTTSDALE FDS404.1K shares20.08%2025-09-302025-10-23 USFR WISDOMTREE TR371.4K shares85.74%2025-09-302025-10-23 SCHW SCHWAB CHARLES CORP190.6K shares-1.92%2025-09-302025-10-23 LMT LOCKHEED MARTIN CORP36.1K shares3.13%2025-09-302025-10-23 PH PARKER-HANNIFIN CORP23.5K shares-0.55%2025-09-302025-10-23 BAC BANK AMERICA CORP331.8K shares-0.23%2025-09-302025-10-23 ADBE ADOBE INC46.2K shares39.42%2025-09-302025-10-23 SOXX ISHARES TR59.2K shares16.60%2025-09-302025-10-23 MRK MERCK & CO INC190.3K shares12.92%2025-09-302025-10-23 ASML ASML HOLDING N V16.5K shares5.36%2025-09-302025-10-23 ETN EATON CORP PLC41.8K shares1.17%2025-09-302025-10-23 TMO THERMO FISHER SCIENTIFIC INC32.2K shares22.70%2025-09-302025-10-23 ECL ECOLAB INC55.6K shares0.71%2025-09-302025-10-23 EW EDWARDS LIFESCIENCES CORP189.3K shares1.44%2025-09-302025-10-23 WM WASTE MGMT INC DEL65.2K shares1.82%2025-09-302025-10-23 SPYM SPDR SERIES TRUST180.6K shares-7.10%2025-09-302025-10-23 KMI KINDER MORGAN INC DEL499.5K shares1.26%2025-09-302025-10-23 SPSM SPDR SERIES TRUST293.0K shares1.63%2025-09-302025-10-23 DUK DUKE ENERGY CORP NEW107.6K shares1.89%2025-09-302025-10-23 C CITIGROUP INC129.9K shares-1.21%2025-09-302025-10-23 ETR ENTERGY CORP NEW140.4K shares2.61%2025-09-302025-10-23 HD HOME DEPOT INC29.8K shares1.13%2025-09-302025-10-23 MCK MCKESSON CORP15.6K shares1.06%2025-09-302025-10-23 SBUX STARBUCKS CORP135.9K shares2.61%2025-09-302025-10-23 GLD SPDR GOLD TR31.1K shares-0.78%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON59.1K shares-0.04%2025-09-302025-10-23 MNST MONSTER BEVERAGE CORP NEW155.4K shares0.10%2025-09-302025-10-23 PM PHILIP MORRIS INTL INC62.8K shares2.59%2025-09-302025-10-23 AIG AMERICAN INTL GROUP INC126.7K shares1.85%2025-09-302025-10-23 XLF SELECT SECTOR SPDR TR176.3K shares-2.94%2025-09-302025-10-23 CL COLGATE PALMOLIVE CO118.8K shares3.11%2025-09-302025-10-23 AMGN AMGEN INC31.9K shares3.22%2025-09-302025-10-23 CVX CHEVRON CORP NEW55.1K shares-33.39%2025-09-302025-10-23 IVE ISHARES TR39.9K shares-1.01%2025-09-302025-10-23 O REALTY INCOME CORP133.6K shares4.56%2025-09-302025-10-23 XLP SELECT SECTOR SPDR TR98.1K shares1.94%2025-09-302025-10-23 DIS DISNEY WALT CO64.5K shares1.34%2025-09-302025-10-23 LNG CHENIERE ENERGY INC30.7K shares1.42%2025-09-302025-10-23 IWN ISHARES TR38.2K shares-1.37%2025-09-302025-10-23 XOM EXXON MOBIL CORP54.2K shares1.00%2025-09-302025-10-23 TMUS T-MOBILE US INC25.5K shares2.52%2025-09-302025-10-23 APD AIR PRODS & CHEMS INC21.7K shares0.31%2025-09-302025-10-23 TSLA TESLA INC13.0K shares-3.12%2025-09-302025-10-23 OZ BELPOINTE PREP LLC85.4K shares-0.46%2025-09-302025-10-23 EFV ISHARES TR76.5K shares-1.56%2025-09-302025-10-23 LNT ALLIANT ENERGY CORP76.7K shares-1.67%2025-09-302025-10-23 CLX CLOROX CO DEL41.2K shares-0.37%2025-09-302025-10-23 VTR VENTAS INC69.8K shares-0.29%2025-09-302025-10-23 V VISA INC13.6K shares-1.41%2025-09-302025-10-23 DHR DANAHER CORPORATION20.6K shares-2.64%2025-09-302025-10-23 LPLA LPL FINL HLDGS INC10.7K shares-1.18%2025-09-302025-10-23 PEP PEPSICO INC25.2K shares17.31%2025-09-302025-10-23 LLY ELI LILLY & CO4.6K shares6.90%2025-09-302025-10-23 RTX RTX CORPORATION19.9K shares-1.82%2025-09-302025-10-23 PYPL PAYPAL HLDGS INC49.2K shares3.41%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO21.3K shares-0.87%2025-09-302025-10-23 DE DEERE & CO7.1K shares0.41%2025-09-302025-10-23 WFC WELLS FARGO CO NEW37.7K shares-1.89%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL6.2K shares22.74%2025-09-302025-10-23 GILD GILEAD SCIENCES INC27.3K shares-1.88%2025-09-302025-10-23 SPMD SPDR SERIES TRUST52.6K shares-0.87%2025-09-302025-10-23 JKHY HENRY JACK & ASSOC INC19.4K shares1.09%2025-09-302025-10-23 XMHQ INVESCO EXCHANGE TRADED FD T27.5K shares-4.92%2025-09-302025-10-23 J JACOBS SOLUTIONS INC18.7K shares-1.18%2025-09-302025-10-23 XLV SELECT SECTOR SPDR TR19.4K shares-0.38%2025-09-302025-10-23 NFLX NETFLIX INC2.2K shares2.46%2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS INC61.0K shares-0.85%2025-09-302025-10-23 ITW ILLINOIS TOOL WKS INC10.0K shares-0.07%2025-09-302025-10-23 GOOG ALPHABET INC10.6K shares7.52%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW2.8K shares2.28%2025-09-302025-10-23 RMD RESMED INC9.2K shares-0.97%2025-09-302025-10-23 MCD MCDONALDS CORP8.1K shares-0.76%2025-09-302025-10-23 FTNT FORTINET INC29.2K shares-6.05%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC13.1K shares-8.75%2025-09-302025-10-23 LEN LENNAR CORP18.6K sharesnew addition2025-09-302025-10-23 AGG ISHARES TR23.3K shares8.38%2025-09-302025-10-23 SYY SYSCO CORP28.4K shares0.07%2025-09-302025-10-23 ORCL ORACLE CORP8.3K shares-3.47%2025-09-302025-10-23 SHY ISHARES TR28.0K shares0.80%2025-09-302025-10-23 SPDW SPDR INDEX SHS FDS53.7K shares91.93%2025-09-302025-10-23 UPS UNITED PARCEL SERVICE INC27.2K shares0.12%2025-09-302025-10-23 ABBV ABBVIE INC9.7K shares-1.36%2025-09-302025-10-23 QQQ INVESCO QQQ TR3.7K shares-1.74%2025-09-302025-10-23 HON HONEYWELL INTL INC10.6K shares-1.50%2025-09-302025-10-23 JCI JOHNSON CTLS INTL PLC20.1K shares-23.19%2025-09-302025-10-23 XLY SELECT SECTOR SPDR TR9.2K shares-5.48%2025-09-302025-10-23 XLC SELECT SECTOR SPDR TR18.4K shares-5.78%2025-09-302025-10-23 AMD ADVANCED MICRO DEVICES INC13.1K shares47.92%2025-09-302025-10-23 PAYX PAYCHEX INC16.3K shares-0.10%2025-09-302025-10-23 VST VISTRA CORP10.4K shares-3.21%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR2.8K shares-7.01%2025-09-302025-10-23 MDLZ MONDELEZ INTL INC29.9K shares1.08%2025-09-302025-10-23 FE FIRSTENERGY CORP40.1K shares-1.52%2025-09-302025-10-23 TROW PRICE T ROWE GROUP INC17.0K shares0.80%2025-09-302025-10-23 LOW LOWES COS INC6.8K shares-0.60%2025-09-302025-10-23 KKR KKR & CO INC13.2K shares-6.33%2025-09-302025-10-23 CDNS CADENCE DESIGN SYSTEM INC4.8K shares-24.51%2025-09-302025-10-23 QCOM QUALCOMM INC10.1K shares2.60%2025-09-302025-10-23 IEF ISHARES TR17.1K shares6.42%2025-09-302025-10-23 NUE NUCOR CORP11.8K shares-1.67%2025-09-302025-10-23 SPGI S&P GLOBAL INC3.3K shares-3.14%2025-09-302025-10-23 NKE NIKE INC22.7K shares22.67%2025-09-302025-10-23 NEE NEXTERA ENERGY INC20.8K shares-0.55%2025-09-302025-10-23 XLI SELECT SECTOR SPDR TR9.8K shares-2.56%2025-09-302025-10-23 MU MICRON TECHNOLOGY INC9.1K shares-1.80%2025-09-302025-10-23 AMAT APPLIED MATLS INC7.2K shares-1.76%2025-09-302025-10-23 ROST ROSS STORES INC9.1K shares-2.20%2025-09-302025-10-23 INTU INTUIT2.0K shares-2.47%2025-09-302025-10-23 XLB SELECT SECTOR SPDR TR15.3K shares-14.45%2025-09-302025-10-23 KO COCA COLA CO20.6K shares0.19%2025-09-302025-10-23 CHRW C H ROBINSON WORLDWIDE INC10.3K shares-2.27%2025-09-302025-10-23 MSTR STRATEGY INC3.9K shares145.89%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO3.7K shares-2.84%2025-09-302025-10-23 MPWR MONOLITHIC PWR SYS INC1.3K shares-4.55%2025-09-302025-10-23 ISRG INTUITIVE SURGICAL INC2.7K shares10.50%2025-09-302025-10-23 CAT CATERPILLAR INC2.5K shares1.07%2025-09-302025-10-23 DDOG DATADOG INC8.1K shares-15.82%2025-09-302025-10-23 VRTX VERTEX PHARMACEUTICALS INC2.9K shares-29.69%2025-09-302025-10-23 CTAS CINTAS CORP5.6K shares0.00%2025-09-302025-10-23 WMB WILLIAMS COS INC17.9K shares-74.32%2025-09-302025-10-23 ACN ACCENTURE PLC IRELAND4.6K shares-1.39%2025-09-302025-10-23 VMC VULCAN MATLS CO3.7K shares-2.03%2025-09-302025-10-23 WMT WALMART INC10.9K shares-0.54%2025-09-302025-10-23 SMDV PROSHARES TR16.6K shares2.12%2025-09-302025-10-23 CSCO CISCO SYS INC16.1K shares-45.72%2025-09-302025-10-23 XLE SELECT SECTOR SPDR TR12.3K shares-9.71%2025-09-302025-10-23 GD GENERAL DYNAMICS CORP3.2K shares3.59%2025-09-302025-10-23 DASH DOORDASH INC4.0K shares-40.04%2025-09-302025-10-23 CPRT COPART INC23.9K shares1.11%2025-09-302025-10-23 CMG CHIPOTLE MEXICAN GRILL INC27.1K shares44.95%2025-09-302025-10-23 MELI MERCADOLIBRE INC447 shares-16.76%2025-09-302025-10-23 ORLY OREILLY AUTOMOTIVE INC9.6K shares-0.49%2025-09-302025-10-23 IAU ISHARES GOLD TR14.2K shares-33.83%2025-09-302025-10-23 RDDT REDDIT INC4.5K shares-6.79%2025-09-302025-10-23 TLT ISHARES TR11.3K shares-0.16%2025-09-302025-10-23 SNPS SYNOPSYS INC2.0K shares-4.31%2025-09-302025-10-23 PNR PENTAIR PLC8.7K shares-2.42%2025-09-302025-10-23 SPEM SPDR INDEX SHS FDS20.4K shares30.42%2025-09-302025-10-23 ES EVERSOURCE ENERGY13.3K shares1.05%2025-09-302025-10-23 USFD US FOODS HLDG CORP11.9K shares-2.12%2025-09-302025-10-23 ANET ARISTA NETWORKS INC6.2K sharesnew addition2025-09-302025-10-23 ROL ROLLINS INC15.2K sharesnew addition2025-09-302025-10-23 ADSK AUTODESK INC2.8K shares-0.54%2025-09-302025-10-23 MBS ANGEL OAK FUNDS TRUST99.6K shares6.23%2025-09-302025-10-23 GWW GRAINGER W W INC893 sharesnew addition2025-09-302025-10-23 EMR EMERSON ELEC CO6.5K shares-1.13%2025-09-302025-10-23 NU NU HLDGS LTD52.6K shares-5.75%2025-09-302025-10-23 HLT HILTON WORLDWIDE HLDGS INC3.2K sharesnew addition2025-09-302025-10-23 ZTS ZOETIS INC5.7K sharesnew addition2025-09-302025-10-23 MET METLIFE INC10.0K shares0.83%2025-09-302025-10-23 EOG EOG RES INC7.3K shares-0.63%2025-09-302025-10-23 XLU SELECT SECTOR SPDR TR9.2K shares-5.11%2025-09-302025-10-23 MMM 3M CO5.2K shares-1.95%2025-09-302025-10-23 PAYC PAYCOM SOFTWARE INC3.8K shares0.63%2025-09-302025-10-23 CB CHUBB LIMITED2.8K shares0.47%2025-09-302025-10-23 SNOW SNOWFLAKE INC3.5K shares-4.54%2025-09-302025-10-23 IWB ISHARES TR2.0K shares-6.69%2025-09-302025-10-23 MDT MEDTRONIC PLC7.6K shares0.58%2025-09-302025-10-23 VV VANGUARD INDEX FDS2.3K shares-0.34%2025-09-302025-10-23 ED CONSOLIDATED EDISON INC7.2K shares-24.22%2025-09-302025-10-23 STIP ISHARES TR6.8K shares0.09%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS2.5K shares2.13%2025-09-302025-10-23 AOS SMITH A O CORP9.2K shares3.10%2025-09-302025-10-23 NDSN NORDSON CORP2.9K shares3.16%2025-09-302025-10-23 CVS CVS HEALTH CORP8.9K shares1.77%2025-09-302025-10-23 SBAC SBA COMMUNICATIONS CORP NEW3.3K shares-0.63%2025-09-302025-10-23 ALM ALMONTY INDS INC105.0K sharesnew addition2025-09-302025-10-23 PFE PFIZER INC24.8K shares0.58%2025-09-302025-10-23 FNF FIDELITY NATIONAL FINANCIAL10.5K shares0.00%2025-09-302025-10-23 LIN LINDE PLC1.3K shares24.69%2025-09-302025-10-23 GPC GENUINE PARTS CO4.4K shares-0.52%2025-09-302025-10-23 BAB INVESCO EXCH TRADED FD TR II22.2K shares-0.41%2025-09-302025-10-23 HRL HORMEL FOODS CORP24.3K shares1.24%2025-09-302025-10-23 EPD ENTERPRISE PRODS PARTNERS L19.0K shares1.42%2025-09-302025-10-23 BF.B BROWN FORMAN CORP21.7K shares2.24%2025-09-302025-10-23 T AT&T INC20.0K shares-9.27%2025-09-302025-10-23 BDX BECTON DICKINSON & CO3.0K shares2.87%2025-09-302025-10-23 EQIX EQUINIX INC717 shares2.14%2025-09-302025-10-23 OEF ISHARES TR1.6K shares0.00%2025-09-302025-10-23 TTD THE TRADE DESK INC10.6K shares-1.04%2025-09-302025-10-23 D DOMINION ENERGY INC8.4K shares0.12%2025-09-302025-10-23 BIL SPDR SERIES TRUST5.6K shares-25.44%2025-09-302025-10-23 PPG PPG INDS INC4.8K shares2.86%2025-09-302025-10-23 WTW WILLIS TOWERS WATSON PLC LTD1.4K shares-9.61%2025-09-302025-10-23 FCX FREEPORT-MCMORAN INC12.5K shares0.77%2025-09-302025-10-23 CCI CROWN CASTLE INC4.8K shares3.06%2025-09-302025-10-23 IYR ISHARES TR4.6K shares4.10%2025-09-302025-10-23 CEG CONSTELLATION ENERGY CORP1.3K shares-1.19%2025-09-302025-10-23 SCHB SCHWAB STRATEGIC TR16.7K shares0.00%2025-09-302025-10-23 ARKQ ARK ETF TR3.8K shares0.00%2025-09-302025-10-23 EFA ISHARES TR4.5K shares-10.56%2025-09-302025-10-23 CMCSA COMCAST CORP NEW12.5K shares1.90%2025-09-302025-10-23 AGZ ISHARES TR3.3K shares0.30%2025-09-302025-10-23 SUSL ISHARES TR3.1K shares-29.83%2025-09-302025-10-23 XLRE SELECT SECTOR SPDR TR8.5K shares-3.33%2025-09-302025-10-23 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares2.09%2025-09-302025-10-23 GLXY GALAXY DIGITAL INC.10.5K shares0.00%2025-09-302025-10-23 TDG TRANSDIGM GROUP INC264 shares0.00%2025-09-302025-10-23 ESGD ISHARES TR3.7K shares-0.35%2025-09-302025-10-23 VOO VANGUARD INDEX FDS557 shares-11.02%2025-09-302025-10-23 TIP ISHARES TR3.0K shares10.65%2025-09-302025-10-23 COP CONOCOPHILLIPS3.6K shares0.00%2025-09-302025-10-23 HIG HARTFORD INSURANCE GROUP INC2.5K shares0.00%2025-09-302025-10-23 CI THE CIGNA GROUP1.1K shares-97.38%2025-09-302025-10-23 IVW ISHARES TR2.7K shares0.00%2025-09-302025-10-23 TJX TJX COS INC NEW2.2K shares4.02%2025-09-302025-10-23 HUMA HUMACYTE INC184.6K shares0.00%2025-09-302025-10-23 CTSH COGNIZANT TECHNOLOGY SOLUTIO4.6K shares0.96%2025-09-302025-10-23 AMCR AMCOR PLC37.9K shares0.31%2025-09-302025-10-23 ESML ISHARES TR6.8K shares0.06%2025-09-302025-10-23 ARKB ARK 21SHARES BITCOIN ETF8.0K shares-42.95%2025-09-302025-10-23 AEP AMERICAN ELEC PWR CO INC2.7K shares2.28%2025-09-302025-10-23 UBER UBER TECHNOLOGIES INC3.1K shares39.34%2025-09-302025-10-23 IBIT ISHARES BITCOIN TRUST ETF4.6K shares5.95%2025-09-302025-10-23 FLOT ISHARES TR5.7K shares0.60%2025-09-302025-10-23 NEM NEWMONT CORP3.4K sharesnew addition2025-09-302025-10-23 IEI ISHARES TR2.4K shares11.87%2025-09-302025-10-23 GBTC GRAYSCALE BITCOIN TRUST ETF3.1K shares-25.01%2025-09-302025-10-23 COF CAPITAL ONE FINL CORP1.3K shares-2.55%2025-09-302025-10-23 EEM ISHARES TR5.2K sharesnew addition2025-09-302025-10-23 LQD ISHARES TR2.5K shares2.40%2025-09-302025-10-23 SMH VANECK ETF TRUST843 shares0.00%2025-09-302025-10-23 BA BOEING CO1.3K shares-11.17%2025-09-302025-10-23 TRV TRAVELERS COMPANIES INC929 sharesnew addition2025-09-302025-10-23 PPA INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2025-09-302025-10-23 OKLO OKLO INC2.3K sharesnew addition2025-09-302025-10-23 BP BP PLC7.1K shares0.00%2025-09-302025-10-23 CRM SALESFORCE INC1.0K shares0.10%2025-09-302025-10-23 IVV ISHARES TR341 shares-13.01%2025-09-302025-10-23 DVY ISHARES TR1.6K shares0.00%2025-09-302025-10-23 SHOP SHOPIFY INC1.5K sharesnew addition2025-09-302025-10-23 QCLN FIRST TR EXCHANGE-TRADED FD5.3K sharesnew addition2025-09-302025-10-23 TXN TEXAS INSTRS INC1.2K shares-78.55%2025-09-302025-10-23 ATR APTARGROUP INC1.6K shares0.00%2025-09-302025-10-23 DEEF DBX ETF TR6.1K shares-44.01%2025-09-302025-10-23 ROK ROCKWELL AUTOMATION INC580 shares-4.76%2025-09-302025-10-23 APLE APPLE HOSPITALITY REIT INC12.2K shares-32.64%2025-09-302025-10-23 REE REE AUTOMOTIVE LTD13.3K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available