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CIK: 0001539948
Total reported value
$1.4B
$1.4B
262 檔
21.4%
According to the latest 13F quarterly dataset, United Asset Strategies, Inc. managed an equity portfolio of $1.4B at the end of Q4 2025, spanning 262 distinct U.S. exchange-listed positions.
In Q4 2025, United Asset Strategies, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.63% | +0.54% | -0.53% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.02% | +0.35% | -1.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.83% | +1.25% | +0.56% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.94% | +0.10% | -0.13% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | +0.19% | +2.17% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.03% | -0.35% | +99.67% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.50% | -0.22% | +6.24% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | +0.32% | +1.12% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | -0.66% | -0.75% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.83% | -0.11% | +1.59% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.76% | -0.71% | +14.15% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.65% | -0.18% | +14.34% | |
| 13 | PH | Parker Hannifin CORP | Stock-Industrials | 1.58% | -0.01% | -0.82% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.51% | -0.23% | +2.78% | |
| 15 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.46% | -0.19% | -0.86% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.42% | +0.06% | +0.53% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.42% | -0.11% | -1.62% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.41% | +0.09% | +3.77% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.39% | -0.03% | +409.10% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.38% | +0.21% | +1.33% | |
| 21 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.37% | +0.68% | -0.61% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.30% | -0.35% | -3.65% | |
| 23 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.26% | -0.01% | +1.29% | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.16% | -0.50% | -0.82% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 1.14% | -0.06% | +0.97% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 1.13% | -0.05% | +2.26% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | — | +0.99% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.09% | -0.79% | -12.66% | |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.08% | -0.14% | +1.90% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.08% | +0.12% | +1.49% | |
| 31 | ETR | Entergy CORP | Stock-Utilities | 1.02% | -0.06% | +1.62% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | +0.04% | -3.05% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.99% | -0.16% | +1.62% | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.97% | -0.17% | -1.39% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.07% | -1.17% | |
| 36 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.92% | +0.11% | -0.09% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.87% | -0.01% | +12.34% | |
| 38 | AIG | American International Group | Stock-Financials | 0.86% | -0.07% | +2.52% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.07% | +1.31% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.02% | +2.78% | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.76% | -0.35% | +2.24% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.75% | -0.27% | +27.73% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.72% | -0.01% | -0.07% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.66% | +0.01% | -25.47% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.85% | +1.31% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.30% | -36.14% | |
| 47 | O | Realty Income CORP | Stock-Real Estate | 0.60% | -0.64% | +2.53% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.05% | +2.63% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.54% | +0.02% | +1.11% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.54% | -0.04% | +48.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.27% | Trim |
| 2 | MRK | Merck & Co. Inc. | +0.5% | +14.15% | Add |
| 3 | XLB | Ss Materials Select Sector | +0.4% | +856.00% | Add |
| 4 | DHR | Danaher CORP | +0.2% | +48.34% | Add |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.2% | -1.62% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | +0.56% | Add |
| 7 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +14.34% | Add |
| 8 | PH | Parker Hannifin CORP | +0.2% | -0.82% | Trim |
| 9 | JKHY | Jack Henry & Associates Inc | +0.1% | +34.81% | Add |
| 10 | ASML | ASML Holding N.V. | +0.1% | +3.77% | Add |
| 11 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +27.73% | Add |
| 12 | DE | Deere & Co | +0.1% | +50.41% | Add |
| 13 | C | Citigroup Inc | +0.1% | -0.82% | Trim |
| 14 | AMGN | Amgen Inc | +0.1% | +1.31% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | -0.81% | Trim |
| 16 | SOXX | Ishares Semiconductor ETF | +0.1% | -0.61% | Trim |
| 17 | EW | Edwards Lifesciences CORP | +0.1% | +1.29% | Add |
| 18 | MNST | Monster Beverage CORP | +0.1% | -0.09% | Trim |
| 19 | MU | Micron Technology Inc | +0.1% | +0.98% | Add |
| 20 | LPLA | Lpl Financial Holdings Inc | +0.1% | +23.15% | Add |
| 21 | MCD | Mcdonald's CORP | +0.1% | +40.70% | Add |
| 22 | AIG | American International Group | +0.1% | +2.52% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | +1.12% | Add |
| 24 | BAC | Bank Of America CORP | +0.1% | +0.53% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | -1.17% | Trim |
| 26 | PM | Philip Morris International | +0.1% | +12.34% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | -0.13% | Trim |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | -78.60% | Trim |
| 29 | LMT | Lockheed Martin CORP | -0.1% | -3.65% | Trim |
| 30 | HD | Home Depot Inc | -0.2% | +2.78% | Add |
| 31 | LNG | Cheniere Energy Inc | -0.2% | -13.97% | Trim |
| 32 | PANW | Palo Alto Networks Inc | -0.2% | +1.33% | Add |
| 33 | ADBE | Adobe Inc | -0.2% | -12.66% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.2% | +6.24% | Add |
| 35 | SBUX | Starbucks CORP | -0.3% | -25.47% | Trim |
| 36 | ETN | Eaton Corporation plc | -0.3% | -3.05% | Trim |
| 37 | GLD | Spdr Gold Shares | -0.3% | -36.14% | Trim |
| 38 | NOW | Servicenow Inc | -0.3% | +409.10% | Add |
| 39 | MSFT | Microsoft CORP | -0.4% | +2.17% | Add |
| 40 | CLX | Clorox Company | -0.4% | -94.80% | Trim |
| 41 | APD | Air Products & Chemicals Inc | -0.4% | -79.79% | Trim |
| 42 | IVE | Ishares S&p 500 Value ETF | — | EXIT | Sold out |
| 43 | DG | Dollar General CORP | — | NEW | New buy |
| 44 | RSPD | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 45 | MBSF | Regan Floating Rate Mbs ETF | — | NEW | New buy |
| 46 | RJF | Raymond James Financial Inc | — | NEW | New buy |
| 47 | IGV | Ishares Expanded Tech-softwa | — | NEW | New buy |
| 48 | CPRT | Copart Inc | — | EXIT | Sold out |
| 49 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 50 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
According to official SEC Form 13F filings, United Asset Strategies, Inc. reported a total U.S. public equity portfolio value of $1.4B across 262 disclosed positions in Q4 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, GOOGL, AAPL) accounted for 21.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
DG
市值: $3.2M
Top Position Liquidated / Trimmed
IVE
前期市值: $8.2M
During Q4 2025, United Asset Strategies, Inc.'s top holdings by market value included NVDA (5.6%)、GOOGL (5.0%)、AAPL (4.8%). The largest single position, NVDA, represented 5.6% of total portfolio value.
In Q4 2025, United Asset Strategies, Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 18 holdings, and fully liquidating 3 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.
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