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CIK: 0001539948
Total reported value
$1.4B
$1.4B
250 檔
20.1%
As reported in its official Q3 2025 Form 13F filing, United Asset Strategies, Inc.'s tracked investment portfolio stood at $1.4B with 250 total positions.
United Asset Strategies, Inc. executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 5 holdings and trimming 20 positions.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.88% | +0.54% | +8.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.67% | +1.25% | +1.39% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.27% | +0.19% | -2.12% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.10% | +0.35% | -3.76% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.90% | +0.10% | +0.15% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.08% | -0.35% | -2.16% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.73% | -0.22% | -0.83% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.00% | +0.32% | -33.26% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.66% | -0.75% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.86% | -0.11% | +0.07% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 1.70% | -0.03% | +0.22% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.57% | +0.21% | +0.93% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.52% | -0.23% | +20.08% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.50% | -0.18% | +85.74% | |
| 15 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.46% | -0.19% | -1.92% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.44% | -0.35% | +3.13% | |
| 17 | PH | Parker Hannifin CORP | Stock-Industrials | 1.43% | -0.01% | -0.55% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.37% | +0.06% | -0.23% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.31% | -0.79% | +39.42% | |
| 20 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.29% | +0.68% | +16.60% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | -0.71% | +12.92% | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 1.28% | +0.09% | +5.36% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.26% | +0.04% | +1.17% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.25% | -0.11% | +22.70% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 1.22% | -0.06% | +0.71% | |
| 26 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.18% | -0.01% | +1.44% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 1.15% | -0.05% | +1.82% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | — | -7.10% | |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.13% | -0.14% | +1.26% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.09% | +0.12% | +1.63% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 1.07% | -0.16% | +1.89% | |
| 32 | C | Citigroup Inc | Stock-Financials | 1.06% | -0.50% | -1.21% | |
| 33 | ETR | Entergy CORP | Stock-Utilities | 1.05% | -0.06% | +2.61% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.02% | +1.13% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.96% | -0.17% | +1.06% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.92% | +0.01% | +2.61% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.89% | -0.30% | -0.78% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.07% | -0.04% | |
| 39 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.84% | +0.11% | +0.10% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.82% | -0.01% | +2.59% | |
| 41 | AIG | American International Group | Stock-Financials | 0.80% | -0.07% | +1.85% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.76% | -0.35% | -2.94% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.76% | -0.01% | +3.11% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.07% | +3.22% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.85% | -33.39% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | — | -1.01% | |
| 47 | O | Realty Income CORP | Stock-Real Estate | 0.65% | -0.64% | +4.56% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.62% | -0.27% | +1.94% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.05% | +1.34% | |
| 50 | LNG | Cheniere Energy Inc | Stock-Energy | 0.58% | +0.12% | +1.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +8.45% | Add |
| 2 | AVGO | Broadcom Inc | +1.8% | -33.26% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +1.3% | -3.76% | Add |
| 4 | ASML | ASML Holding N.V. | +1.2% | +5.36% | Add |
| 5 | DUK | Duke Energy CORP | +1% | +1.89% | Add |
| 6 | AAPL | Apple Inc | +0.9% | +1.39% | Add |
| 7 | MSFT | Microsoft CORP | +0.6% | -2.12% | Trim |
| 8 | LMT | Lockheed Martin CORP | +0.5% | +3.13% | Add |
| 9 | AMZN | Amazon.com Inc | +0.4% | +0.15% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.3% | +12.92% | Add |
| 11 | ETN | Eaton Corporation plc | +0.3% | +1.17% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | -0.75% | Add |
| 13 | C | Citigroup Inc | +0.2% | -1.21% | Trim |
| 14 | ADBE | Adobe Inc | +0.2% | +39.42% | Add |
| 15 | IWN | Ishares Russell 2000 Value E | +0.2% | -1.37% | Add |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +91.93% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | +47.92% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -0.83% | Trim |
| 19 | TSLA | Tesla Inc | +0.1% | -3.12% | Trim |
| 20 | PH | Parker Hannifin CORP | +0.1% | -0.55% | Trim |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +0.93% | Add |
| 22 | BAC | Bank Of America CORP | +0.1% | -0.23% | Trim |
| 23 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +20.08% | Add |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | -1.92% | Trim |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +1.63% | Add |
| 26 | NOW | Servicenow Inc | — | +0.22% | Add |
| 27 | MA | Mastercard Inc - A | -0.1% | +0.07% | Add |
| 28 | CRM | Salesforce Inc | -0.2% | +0.10% | Trim |
| 29 | HON | Honeywell International Inc | -0.2% | -1.50% | Trim |
| 30 | BDX | Becton Dickinson And Co | -0.3% | +2.87% | Trim |
| 31 | WMB | Williams Cos Inc | -0.3% | -74.32% | Trim |
| 32 | PM | Philip Morris International | -0.4% | +2.59% | Trim |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.4% | +22.70% | Trim |
| 34 | TMUS | T-mobile US Inc | -0.5% | +2.52% | Trim |
| 35 | CVX | Chevron CORP | -0.6% | -33.39% | Trim |
| 36 | XLK | Ss Technology Select Sector | -0.6% | -2.16% | Trim |
| 37 | GLD | Spdr Gold Shares | -0.7% | -0.78% | Trim |
| 38 | MU | Micron Technology Inc | -0.7% | -1.80% | Trim |
| 39 | CEG | Constellation Energy | -0.9% | -1.19% | Trim |
| 40 | CI | THE Cigna Group | -1.4% | -97.38% | Trim |
| 41 | SOXX | Ishares Semiconductor ETF | — | NEW | New buy |
| 42 | MRVL | Marvell Technology Inc | — | EXIT | Sold out |
| 43 | SYF | Synchrony Financial | — | EXIT | Sold out |
| 44 | TER | Teradyne Inc | — | EXIT | Sold out |
| 45 | DHR | Danaher CORP | — | NEW | New buy |
| 46 | RMD | Resmed Inc | — | NEW | New buy |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 48 | LEN | Lennar Corp-a | — | NEW | New buy |
| 49 | TTWO | Take-two Interactive Softwre | — | EXIT | Sold out |
| 50 | IWS | Ishares Russell Mid-cap Valu | — | EXIT | Sold out |
According to official SEC Form 13F filings, United Asset Strategies, Inc. reported a total U.S. public equity portfolio value of $1.4B across 250 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 20.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SOXX
市值: $16.0M
Top Position Liquidated / Trimmed
MRVL
前期市值: $15.0M
During Q3 2025, United Asset Strategies, Inc.'s top holdings by market value included NVDA (5.9%)、AAPL (4.7%)、MSFT (4.3%). The largest single position, NVDA, represented 5.9% of total portfolio value.
In Q3 2025, United Asset Strategies, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 20 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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