§ 13F · FUND PROFILE
United Asset Strategies, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 250Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 392K | $68M | 5.4% | ±0% |
| 2 | GOOGL | ALPHABET INC | 204K | $59M | 4.7% | −2% |
| 3 | AAPL | APPLE INC | 227K | $58M | 4.6% | −1% |
| 4 | AMZN | AMAZON COM INC | 240K | $50M | 4.0% | +9% |
| 5 | MSFT | MICROSOFT CORP | 111K | $41M | 3.3% | +5% |
| 6 | XLK | SELECT SECTOR SPDR TR | 232K | $31M | 2.5% | −15% |
| 7 | META | META PLATFORMS INC | 51K | $29M | 2.3% | +3% |
| 8 | MRK | MERCK & CO INC | 210K | $25M | 2.0% | −3% |
| 9 | USFR | WISDOMTREE TR | 483K | $24M | 1.9% | +14% |
| 10 | AVGO | BROADCOM INC | 78K | $24M | 1.9% | +1% |
§ 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 $1.2 billion in assets. The fund runs a broad portfolio of 250 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed