account_balance
Investment manager · 13F filer · SEC CIK 1539948
United Asset Strategies, Inc.
Reported value$1.46Bas of Sep 30, 2026
Positions267 19 new, 11 sold out
Top 10 weight36.1%AAPL alone is 7%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.7%Added +3%
NVDANVIDIA Corp
6.7%
MSFTMicrosoft Corp
4.5%Trimmed −2%
GOOGLAlphabet Inc.
4.2%Trimmed −11%
AMZNAmazon.com Inc
3.8%Trimmed −8%
METAMeta Platforms, Inc.
2.6%
AVGOBroadcom Inc.
2.0%Trimmed −2%
SOXXiShares Tr
2.0%Added +3%
XLKSelect Sector SPDR Tr
1.9%Trimmed −10%
PANWPalo Alto Networks Inc
1.8%
MAMastercard Inc
1.7%+2%
ASMLASML Holding NV
1.6%
AAPLApple Inc.
6.7%Added +3%
NVDANVIDIA Corp
6.7%
MSFTMicrosoft Corp
4.5%
GOOGLAlphabet Inc.
4.2%
AMZNAmazon.com Inc
3.8%−8%
METAMeta Platforms, Inc.
2.6%
AVGO2.0%SOXX2.0%
XLK1.9%
PANWMA1.7%ASML1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.7% Added +3%NVDA NVIDIA Corp 6.7% HeldMSFT Microsoft Corp 4.5% Trimmed −2%GOOGL Alphabet Inc. 4.2% Trimmed −11%AMZN Amazon.com Inc 3.8% Trimmed −8%META Meta Platforms, Inc. 2.6% HeldAVGO Broadcom Inc. 2.0% Trimmed −2%
SOXX iShares Tr 2.0% Added +3%
XLK Select Sector SPDR Tr 1.9% Trimmed −10%
PANW Palo Alto Networks Inc 1.8% HeldMA Mastercard Inc 1.7% Added +2%ASML ASML Holding NV 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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