United Asset Strategies, Inc. - Portfolio Stock Holdings
United Asset Strategies, Inc. disclosed 277 stock positions in a recent SEC 13F filing. $1,414,944,646 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and GOOGL. This filing represented positions held on June 30, 2026, and was filed on July 13, 2026.We estimate the fund has a total AUM of $2,085,900,000 and has 33 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
277Est. Stock Holding Value:
$1,414,944,646Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - United Asset Strategies, Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...