Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
United Asset Strategies, Inc. (CIK 1539948) reported $1.26B across 256 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($68.4M, 5.45%), GOOGL ($58.7M, 4.67%), AAPL ($57.6M, 4.58%), AMZN ($50.0M, 3.98%), MSFT ($41.0M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $68.4M | 5.45% | 392,455 | Added |
| 2 | GOOGL | ALPHABET INC | $58.7M | 4.67% | 204,195 | Trimmed |
| 3 | AAPL | APPLE INC | $57.6M | 4.58% | 226,942 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $50.0M | 3.98% | 240,188 | Added |
| 5 | MSFT | MICROSOFT CORP | $41.0M | 3.26% | 110,643 | Added |
| 6 | XLK | SELECT SECTOR SPDR TR | $30.8M | 2.45% | 231,789 | Trimmed |
| 7 | META | META PLATFORMS INC | $28.9M | 2.30% | 50,576 | Added |
| 8 | MRK | MERCK & CO INC | $25.3M | 2.01% | 210,435 | Trimmed |
| 9 | USFR | WISDOMTREE TR | $24.3M | 1.93% | 482,711 | Added |
| 10 | AVGO | BROADCOM INC | $24.0M | 1.91% | 77,670 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $22.1M | 1.76% | 75,245 | Added |
| 12 | ASML | ASML HLDG NV | $21.8M | 1.74% | 16,514 | Trimmed |
| 13 | MA | MASTERCARD INCORPORATED | $21.0M | 1.67% | 42,097 | Added |
| 14 | SPSM | SPDR SERIES TRUST | $20.8M | 1.65% | 429,834 | Added |
| 15 | VMBS | VANGUARD SCOTTSDALE FDS | $19.7M | 1.56% | 418,804 | Added |
| 16 | SOXX | ISHARES TR | $19.4M | 1.54% | 58,924 | Added |
| 17 | SCHW | SCHWAB CHARLES CORP | $18.5M | 1.47% | 196,638 | Added |
| 18 | LMT | LOCKHEED MARTIN CORP | $18.1M | 1.44% | 29,930 | Trimmed |
| 19 | PH | PARKER-HANNIFIN CORP | $18.0M | 1.43% | 20,060 | Trimmed |
| 20 | PANW | PALO ALTO NETWORKS INC | $17.1M | 1.36% | 106,434 | Added |
| 21 | KMI | KINDER MORGAN INC DEL | $17.1M | 1.36% | 509,342 | Added |
| 22 | BAC | BANK AMERICA CORP | $16.4M | 1.30% | 336,239 | Added |
| 23 | EW | EDWARDS LIFESCIENCES CORP | $15.5M | 1.24% | 193,864 | Added |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $15.3M | 1.22% | 31,095 | Trimmed |
| 25 | GWW | WW GRAINGER INC | $15.2M | 1.21% | 13,910 | Added |
Source: SEC Form 13F filings · as of 2026-03-31