§ 13F · FUND PROFILE
United Asset Strategies, Inc..
AUM · $1.4B (13F)Positions · 259Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 424K | $85M | 6.0% | +8% |
| 2 | AAPL | APPLE INC | 285K | $83M | 5.8% | +26% |
| 3 | GOOGL | ALPHABET INC | 199K | $71M | 5.0% | −3% |
| 4 | AMZN | AMAZON COM INC | 242K | $58M | 4.1% | +1% |
| 5 | MSFT | MICROSOFT CORP | 131K | $49M | 3.4% | +18% |
| 6 | AVGO | BROADCOM INC | 84K | $32M | 2.2% | +8% |
| 7 | SOXX | ISHARES TR | 49K | $31M | 2.2% | −17% |
| 8 | XLK | SELECT SECTOR SPDR TR | 156K | $30M | 2.1% | −33% |
| 9 | META | META PLATFORMS INC | 52K | $29M | 2.1% | +3% |
| 10 | ASML | ASML HLDG NV | 13K | $26M | 1.8% | −21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITED SIGNAL
AC read
United Asset Strategies, Inc. is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 259 positions.
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