§ 13F · FUND PROFILE
United Asset Strategies, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1171.0T (13F)Positions · 239Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 391K | $72.9T | 5.6% | −1% |
| 2 | GOOGL | ALPHABET INC | 208K | $65.0T | 5.0% | −1% |
| 3 | AAPL | APPLE INC | 230K | $62.5T | 4.8% | +1% |
| 4 | AMZN | AMAZON COM INC | 221K | $51.0T | 3.9% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 105K | $50.8T | 3.9% | +2% |
| 6 | XLK | SELECT SECTOR SPDR TR | 272K | $39.2T | 3.0% | +100% |
| 7 | META | META PLATFORMS INC | 49K | $32.4T | 2.5% | +6% |
| 8 | AVGO | BROADCOM INC | 77K | $26.5T | 2.0% | +1% |
| 9 | JPM | JPMORGAN CHASE & CO. | 75K | $24.2T | 1.9% | −1% |
| 10 | MA | MASTERCARD INCORPORATED | 41K | $23.7T | 1.8% | +2% |
§ 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 $1171037.8 trillion in assets. The fund runs a broad portfolio of 239 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed