The Analysis of United Asset Strategies, Inc.'s Holdings
Currently, United Asset Strategies, Inc. holds 262 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in XLK (+136.0K shares, valued at $19.6M), NOW (+94.5K shares, valued at $14.5M), XLB (+131.0K shares, valued at $5.9M); decreased their positions in GLD (-11.3K shares, valued at $4.5M), APD (-17.3K shares, valued at $4.3M), CLX (-39.1K shares, valued at $3.9M); initiated new positions in DG (+24.3K shares, valued at $3.2M), RSPD (+55.2K shares, valued at $3.1M), MBSF (+103.3K shares, valued at $2.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION391.0K shares-0.53%2025-12-312026-01-28
ALPHABET INC ALPHABET INC207.8K shares-1.27%2025-12-312026-01-28 AAPL APPLE INC229.9K shares0.56%2025-12-312026-01-28 AMZN AMAZON COM INC221.1K shares-0.13%2025-12-312026-01-28 MSFT MICROSOFT CORP105.1K shares2.17%2025-12-312026-01-28 XLK SELECT SECTOR SPDR TR272.4K shares99.67%2025-12-312026-01-28 META META PLATFORMS INC49.2K shares6.24%2025-12-312026-01-28 BROADCOM INC BROADCOM INC76.6K shares1.12%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.75.0K shares-0.75%2025-12-312026-01-28 MA MASTERCARD INCORPORATED41.5K shares1.59%2025-12-312026-01-28 USFR WISDOMTREE TR424.6K shares14.34%2025-12-312026-01-28 PH PARKER-HANNIFIN CORP23.3K shares-0.82%2025-12-312026-01-28 VMBS VANGUARD SCOTTSDALE FDS415.3K shares2.78%2025-12-312026-01-28 SCHW SCHWAB CHARLES CORP188.9K shares-0.86%2025-12-312026-01-28 BAC BANK AMERICA CORP333.6K shares0.53%2025-12-312026-01-28 TMO THERMO FISHER SCIENTIFIC INC31.6K shares-1.62%2025-12-312026-01-28 ASML ASML HOLDING N V17.1K shares3.77%2025-12-312026-01-28 NOW SERVICENOW INC117.6K shares409.10%2025-12-312026-01-28 PANW PALO ALTO NETWORKS INC97.1K shares1.33%2025-12-312026-01-28 SOXX ISHARES TR58.8K shares-0.61%2025-12-312026-01-28 LMT LOCKHEED MARTIN CORP34.7K shares-3.65%2025-12-312026-01-28 EW EDWARDS LIFESCIENCES CORP191.7K shares1.29%2025-12-312026-01-28 CITIGROUP INC CITIGROUP INC128.8K shares-0.82%2025-12-312026-01-28 ECL ECOLAB INC56.2K shares0.97%2025-12-312026-01-28 WM WASTE MGMT INC DEL66.7K shares2.26%2025-12-312026-01-28 SPYM SPDR SERIES TRUST182.4K shares0.99%2025-12-312026-01-28 ADBE ADOBE INC40.4K shares-12.66%2025-12-312026-01-28 KMI KINDER MORGAN INC DEL509.0K shares1.90%2025-12-312026-01-28 SPSM SPDR SERIES TRUST297.3K shares1.49%2025-12-312026-01-28 ETR ENTERGY CORP NEW142.7K shares1.62%2025-12-312026-01-28 MCK MCKESSON CORP15.3K shares-1.39%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON58.4K shares-1.17%2025-12-312026-01-28 MNST MONSTER BEVERAGE CORP NEW155.3K shares-0.09%2025-12-312026-01-28 PM PHILIP MORRIS INTL INC70.6K shares12.34%2025-12-312026-01-28 AIG AMERICAN INTL GROUP INC129.9K shares2.52%2025-12-312026-01-28 AMGN AMGEN INC32.3K shares1.31%2025-12-312026-01-28 HD HOME DEPOT INC30.6K shares2.78%2025-12-312026-01-28 XLF SELECT SECTOR SPDR TR180.3K shares2.24%2025-12-312026-01-28 XLP SELECT SECTOR SPDR TR125.4K shares27.73%2025-12-312026-01-28 CL COLGATE PALMOLIVE CO118.7K shares-0.07%2025-12-312026-01-28 SBUX STARBUCKS CORP101.3K shares-25.47%2025-12-312026-01-28 CVX CHEVRON CORP NEW55.9K shares1.31%2025-12-312026-01-28 GLD SPDR GOLD TR19.9K shares-36.14%2025-12-312026-01-28 O REALTY INCOME CORP137.0K shares2.53%2025-12-312026-01-28 DIS DISNEY WALT CO66.2K shares2.63%2025-12-312026-01-28 IWN ISHARES TR38.6K shares1.11%2025-12-312026-01-28 DHR DANAHER CORPORATION30.5K shares48.34%2025-12-312026-01-28 XOM EXXON MOBIL CORP55.5K shares2.35%2025-12-312026-01-28 XLB SELECT SECTOR SPDR TR146.3K shares856.00%2025-12-312026-01-28 TSLA TESLA INC13.4K shares3.13%2025-12-312026-01-28 OZ BELPOINTE PREP LLC89.4K shares4.61%2025-12-312026-01-28 EFV ISHARES TR78.1K shares1.99%2025-12-312026-01-28 VTR VENTAS INC71.5K shares2.34%2025-12-312026-01-28 TMUS T-MOBILE US INC26.3K shares3.17%2025-12-312026-01-28 LNG CHENIERE ENERGY INC26.4K shares-13.97%2025-12-312026-01-28 LNT ALLIANT ENERGY CORP78.4K shares2.32%2025-12-312026-01-28 DE DEERE & CO10.7K shares50.41%2025-12-312026-01-28 V VISA INC13.9K shares2.26%2025-12-312026-01-28 LLY ELI LILLY & CO4.5K shares-0.81%2025-12-312026-01-28 JKHY HENRY JACK & ASSOC INC26.2K shares34.81%2025-12-312026-01-28 LPLA LPL FINL HLDGS INC13.2K shares23.15%2025-12-312026-01-28 RTX RTX CORPORATION19.7K shares-1.13%2025-12-312026-01-28 WFC WELLS FARGO CO NEW38.4K shares1.84%2025-12-312026-01-28 MCD MCDONALDS CORP11.4K shares40.70%2025-12-312026-01-28 PYPL PAYPAL HLDGS INC58.2K shares18.23%2025-12-312026-01-28 PEP PEPSICO INC23.5K shares-6.74%2025-12-312026-01-28 ALPHABET INC ALPHABET INC10.7K shares1.48%2025-12-312026-01-28 GILD GILEAD SCIENCES INC27.3K shares0.19%2025-12-312026-01-28 DG DOLLAR GEN CORP NEW24.3K sharesnew addition2025-12-312026-01-28 RSPD INVESCO EXCHANGE TRADED FD T55.2K sharesnew addition2025-12-312026-01-28 SPMD SPDR SERIES TRUST53.8K shares2.31%2025-12-312026-01-28 XLV SELECT SECTOR SPDR TR18.6K shares-3.92%2025-12-312026-01-28 AMD ADVANCED MICRO DEVICES INC13.2K shares1.11%2025-12-312026-01-28 LEN LENNAR CORP27.4K shares47.73%2025-12-312026-01-28 XMHQ INVESCO EXCHANGE TRADED FD T27.1K shares-1.14%2025-12-312026-01-28 MBSF VALUED ADVISERS TR103.3K sharesnew addition2025-12-312026-01-28 MU MICRON TECHNOLOGY INC9.1K shares0.98%2025-12-312026-01-28 J JACOBS SOLUTIONS INC19.3K shares3.49%2025-12-312026-01-28 RJF RAYMOND JAMES FINL INC15.9K sharesnew addition2025-12-312026-01-28 ITW ILLINOIS TOOL WKS INC10.3K shares2.88%2025-12-312026-01-28 XLY SELECT SECTOR SPDR TR21.3K shares131.77%2025-12-312026-01-28 HON HONEYWELL INTL INC13.0K shares22.32%2025-12-312026-01-28 VZ VERIZON COMMUNICATIONS INC62.2K shares2.06%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO17.6K shares-17.41%2025-12-312026-01-28 NFLX NETFLIX INC26.7K shares1088.20%2025-12-312026-01-28 JCI JOHNSON CTLS INTL PLC20.6K shares2.43%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW2.8K shares1.51%2025-12-312026-01-28 SPDW SPDR INDEX SHS FDS53.7K shares-0.11%2025-12-312026-01-28 XLI SELECT SECTOR SPDR TR15.2K shares54.18%2025-12-312026-01-28 FTNT FORTINET INC29.5K shares0.89%2025-12-312026-01-28 RMD RESMED INC9.6K shares4.50%2025-12-312026-01-28 ABBV ABBVIE INC9.9K shares1.38%2025-12-312026-01-28 SHY ISHARES TR27.2K shares-3.12%2025-12-312026-01-28 XLC SELECT SECTOR SPDR TR18.8K shares1.89%2025-12-312026-01-28 AGG ISHARES TR21.2K shares-8.99%2025-12-312026-01-28 AMAT APPLIED MATLS INC7.8K shares9.33%2025-12-312026-01-28 NUE NUCOR CORP11.9K shares0.92%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR2.8K shares-0.07%2025-12-312026-01-28 PAYX PAYCHEX INC16.5K shares1.26%2025-12-312026-01-28 FE FIRSTENERGY CORP40.2K shares0.18%2025-12-312026-01-28 TROW PRICE T ROWE GROUP INC17.5K shares2.89%2025-12-312026-01-28 XLE SELECT SECTOR SPDR TR40.0K shares224.71%2025-12-312026-01-28 SYY SYSCO CORP23.9K shares-15.92%2025-12-312026-01-28 SPGI S&P GLOBAL INC3.3K shares1.56%2025-12-312026-01-28 KKR & CO INC KKR & CO INC13.6K shares2.93%2025-12-312026-01-28 QCOM QUALCOMM INC10.1K shares-0.84%2025-12-312026-01-28 VST VISTRA CORP10.5K shares1.34%2025-12-312026-01-28 LOW LOWES COS INC7.0K shares2.06%2025-12-312026-01-28 PLTR PALANTIR TECHNOLOGIES INC9.2K shares-29.87%2025-12-312026-01-28 ROST ROSS STORES INC9.0K shares-0.83%2025-12-312026-01-28 NEE NEXTERA ENERGY INC20.3K shares-2.36%2025-12-312026-01-28 CDNS CADENCE DESIGN SYSTEM INC5.1K shares5.60%2025-12-312026-01-28 CHRW C H ROBINSON WORLDWIDE INC9.9K shares-4.04%2025-12-312026-01-28 KO COCA COLA CO21.5K shares4.11%2025-12-312026-01-28 ISRG INTUITIVE SURGICAL INC2.6K shares-0.34%2025-12-312026-01-28 NKE NIKE INC23.1K shares1.75%2025-12-312026-01-28 ORCL ORACLE CORP7.5K shares-9.10%2025-12-312026-01-28 UPS UNITED PARCEL SERVICE INC14.7K shares-45.73%2025-12-312026-01-28 IEF ISHARES TR14.7K shares-14.15%2025-12-312026-01-28 WMT WALMART INC12.5K shares14.79%2025-12-312026-01-28 VRTX VERTEX PHARMACEUTICALS INC3.0K shares2.24%2025-12-312026-01-28 INTU INTUIT2.0K shares0.99%2025-12-312026-01-28 CAT CATERPILLAR INC2.3K shares-5.35%2025-12-312026-01-28 AXP AMERICAN EXPRESS CO3.6K shares-2.09%2025-12-312026-01-28 IGV ISHARES TR12.5K sharesnew addition2025-12-312026-01-28 ADSK AUTODESK INC4.4K shares59.58%2025-12-312026-01-28 CSCO CISCO SYS INC16.9K shares5.11%2025-12-312026-01-28 MBS ANGEL OAK FUNDS TRUST144.6K shares45.22%2025-12-312026-01-28 ZTS ZOETIS INC9.7K shares71.35%2025-12-312026-01-28 WMB WILLIAMS COS INC20.0K shares11.79%2025-12-312026-01-28 MPWR MONOLITHIC PWR SYS INC1.3K shares2.15%2025-12-312026-01-28 SPEM SPDR INDEX SHS FDS24.6K shares20.81%2025-12-312026-01-28 TXN TEXAS INSTRS INC6.6K shares473.33%2025-12-312026-01-28 CTAS CINTAS CORP5.9K shares6.77%2025-12-312026-01-28 SMDV PROSHARES TR16.9K shares2.08%2025-12-312026-01-28 DDOG DATADOG INC8.1K shares-0.30%2025-12-312026-01-28 VMC VULCAN MATLS CO3.8K shares3.71%2025-12-312026-01-28 APD AIR PRODS & CHEMS INC4.4K shares-79.79%2025-12-312026-01-28 MELI MERCADOLIBRE INC474 shares6.04%2025-12-312026-01-28 CRWD CROWDSTRIKE HLDGS INC2.0K sharesnew addition2025-12-312026-01-28 DASH DOORDASH INC4.2K shares5.43%2025-12-312026-01-28 HLT HILTON WORLDWIDE HLDGS INC3.3K shares1.27%2025-12-312026-01-28 USFD US FOODS HLDG CORP12.5K shares5.14%2025-12-312026-01-28 ROL ROLLINS INC15.4K shares0.96%2025-12-312026-01-28 ORLY OREILLY AUTOMOTIVE INC10.0K shares4.83%2025-12-312026-01-28 GWW WW GRAINGER INC906 shares1.46%2025-12-312026-01-28 PNR PENTAIR PLC8.8K shares0.70%2025-12-312026-01-28 TLT ISHARES TR10.3K shares-9.35%2025-12-312026-01-28 NU NU HLDGS LTD53.4K shares1.53%2025-12-312026-01-28 ITB ISHARES TR9.2K sharesnew addition2025-12-312026-01-28 ES EVERSOURCE ENERGY13.0K shares-2.48%2025-12-312026-01-28 CB CHUBB LIMITED2.8K shares-1.00%2025-12-312026-01-28 XLU SELECT SECTOR SPDR TR20.2K shares118.56%2025-12-312026-01-28 EMR EMERSON ELEC CO6.4K shares-0.62%2025-12-312026-01-28 WDAY WORKDAY INC3.9K sharesnew addition2025-12-312026-01-28 MMM 3M CO5.1K shares-1.77%2025-12-312026-01-28 MET METLIFE INC10.3K shares3.07%2025-12-312026-01-28 SNPS SYNOPSYS INC1.7K shares-15.26%2025-12-312026-01-28 RDDT REDDIT INC3.4K shares-23.27%2025-12-312026-01-28 CVS CVS HEALTH CORP9.9K shares11.74%2025-12-312026-01-28 SNOW SNOWFLAKE INC3.5K shares1.43%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS2.6K shares4.02%2025-12-312026-01-28 VV VANGUARD INDEX FDS2.4K shares0.56%2025-12-312026-01-28 NDSN NORDSON CORP3.0K shares2.28%2025-12-312026-01-28 IWB ISHARES TR1.9K shares-3.71%2025-12-312026-01-28 TRGP TARGA RES CORP3.8K sharesnew addition2025-12-312026-01-28 ED CONSOLIDATED EDISON INC6.9K shares-3.47%2025-12-312026-01-28 STIP ISHARES TR6.5K shares-4.92%2025-12-312026-01-28 AOS SMITH A O CORP9.6K shares4.42%2025-12-312026-01-28 FCX FREEPORT-MCMORAN INC12.4K shares-0.76%2025-12-312026-01-28 EPD ENTERPRISE PRODS PARTNERS L19.3K shares1.40%2025-12-312026-01-28 PFE PFIZER INC24.6K shares-0.88%2025-12-312026-01-28 BDX BECTON DICKINSON & CO3.1K shares4.38%2025-12-312026-01-28 MSTR STRATEGY INC4.0K shares3.09%2025-12-312026-01-28 EOG EOG RES INC5.7K shares-20.95%2025-12-312026-01-28 BF.B BROWN FORMAN CORP23.0K shares6.17%2025-12-312026-01-28 PWR QUANTA SVCS INC1.4K sharesnew addition2025-12-312026-01-28 SBAC SBA COMMUNICATIONS CORP NEW3.0K shares-9.61%2025-12-312026-01-28 FNF FIDELITY NATIONAL FINANCIAL10.5K shares0.00%2025-12-312026-01-28 OEF ISHARES TR1.6K shares0.00%2025-12-312026-01-28 GPC GENUINE PARTS CO4.5K shares1.63%2025-12-312026-01-28 BAB INVESCO EXCH TRADED FD TR II20.2K shares-9.15%2025-12-312026-01-28 LINDE PLC LINDE PLC1.3K shares-2.32%2025-12-312026-01-28 VEEV VEEVA SYS INC2.2K sharesnew addition2025-12-312026-01-28 PPG PPG INDS INC4.7K shares-2.51%2025-12-312026-01-28 D DOMINION ENERGY INC8.1K shares-3.13%2025-12-312026-01-28 CEG CONSTELLATION ENERGY CORP1.3K shares-1.05%2025-12-312026-01-28 T AT&T INC17.9K shares-10.66%2025-12-312026-01-28 SCHB SCHWAB STRATEGIC TR16.8K shares0.13%2025-12-312026-01-28 WTW WILLIS TOWERS WATSON PLC LTD1.3K shares-7.04%2025-12-312026-01-28 BND VANGUARD BD INDEX FDS5.5K sharesnew addition2025-12-312026-01-28 ARKQ ARK ETF TR3.5K shares-9.77%2025-12-312026-01-28 CTSH COGNIZANT TECHNOLOGY SOLUTIO4.7K shares1.60%2025-12-312026-01-28 BIL SPDR SERIES TRUST4.3K shares-23.64%2025-12-312026-01-28 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares0.00%2025-12-312026-01-28 XLRE SELECT SECTOR SPDR TR9.4K shares10.48%2025-12-312026-01-28 CMCSA COMCAST CORP NEW12.1K shares-3.71%2025-12-312026-01-28 SUSL ISHARES TR2.9K shares-4.62%2025-12-312026-01-28 TDG TRANSDIGM GROUP INC264 shares0.00%2025-12-312026-01-28 MDLZ MONDELEZ INTL INC6.4K shares-78.60%2025-12-312026-01-28 TIP ISHARES TR3.1K shares2.46%2025-12-312026-01-28 ESGD ISHARES TR3.6K shares-4.32%2025-12-312026-01-28 TJX TJX COS INC NEW2.2K shares-1.80%2025-12-312026-01-28 AGZ ISHARES TR3.0K shares-9.10%2025-12-312026-01-28 COP CONOCOPHILLIPS3.6K shares0.00%2025-12-312026-01-28 IVW ISHARES TR2.7K shares0.00%2025-12-312026-01-28 HIG HARTFORD INSURANCE GROUP INC2.4K shares-3.60%2025-12-312026-01-28 IPAY AMPLIFY ETF TR6.3K sharesnew addition2025-12-312026-01-28 EFA ISHARES TR3.4K shares-24.49%2025-12-312026-01-28 ALM ALMONTY INDS INC36.5K shares-65.25%2025-12-312026-01-28 AMCR AMCOR PLC38.5K shares1.58%2025-12-312026-01-28 COF CAPITAL ONE FINL CORP1.3K shares-1.69%2025-12-312026-01-28 GE AEROSPACE GE AEROSPACE997 sharesnew addition2025-12-312026-01-28 SMH VANECK ETF TRUST843 shares0.00%2025-12-312026-01-28 ESML ISHARES TR6.5K shares-4.04%2025-12-312026-01-28 VGIT VANGUARD SCOTTSDALE FDS4.9K sharesnew addition2025-12-312026-01-28 IBIT ISHARES BITCOIN TRUST ETF5.9K shares29.32%2025-12-312026-01-28 LQD ISHARES TR2.6K shares5.53%2025-12-312026-01-28 CRM SALESFORCE INC1.1K shares7.98%2025-12-312026-01-28 IEI ISHARES TR2.4K shares1.01%2025-12-312026-01-28 AEP AMERICAN ELEC PWR CO INC2.4K shares-8.82%2025-12-312026-01-28 TRV TRAVELERS COMPANIES INC954 shares2.69%2025-12-312026-01-28 BA BOEING CO1.3K shares0.00%2025-12-312026-01-28 FLOT ISHARES TR5.3K shares-8.53%2025-12-312026-01-28 EEM ISHARES TR4.8K shares-8.09%2025-12-312026-01-28 IVV ISHARES TR375 shares9.97%2025-12-312026-01-28 BP BP PLC7.1K shares0.00%2025-12-312026-01-28 JMBS JANUS DETROIT STR TR5.3K sharesnew addition2025-12-312026-01-28 SHOP SHOPIFY INC1.5K shares0.13%2025-12-312026-01-28 NEM NEWMONT CORP2.4K shares-29.27%2025-12-312026-01-28 GLXY GALAXY DIGITAL INC.10.5K shares0.00%2025-12-312026-01-28 PPA INVESCO EXCHANGE TRADED FD T1.5K shares-9.76%2025-12-312026-01-28 DEEF DBX ETF TR6.5K shares6.10%2025-12-312026-01-28 GEV GE VERNOVA INC348 sharesnew addition2025-12-312026-01-28 EEMA ISHARES INC2.4K sharesnew addition2025-12-312026-01-28 QCLN FIRST TR EXCHANGE-TRADED FD5.1K shares-4.01%2025-12-312026-01-28 ROK ROCKWELL AUTOMATION INC580 shares0.00%2025-12-312026-01-28 DVY ISHARES TR1.6K shares0.00%2025-12-312026-01-28 EZU ISHARES INC3.5K sharesnew addition2025-12-312026-01-28 CLX CLOROX CO DEL2.1K shares-94.80%2025-12-312026-01-28 GBTC GRAYSCALE BITCOIN TRUST ETF3.1K shares1.62%2025-12-312026-01-28 IYR ISHARES TR2.2K shares-51.07%2025-12-312026-01-28 HRL HORMEL FOODS CORP8.6K shares-64.78%2025-12-312026-01-28 HUMA HUMACYTE INC209.6K shares13.54%2025-12-312026-01-28 FDX FEDEX CORP693 sharesnew addition2025-12-312026-01-28 APLE APPLE HOSPITALITY REIT INC12.2K shares0.00%2025-12-312026-01-28 HIX WESTERN ASSET HIGH INCOM FD16.8K sharesnew addition2025-12-312026-01-28 USEG U S ENERGY CORP DEL29.0K sharesnew addition2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available