United Asset Strategies
$1.3B Assets Reported
279 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 392,455 | $68M | 5.4% |
| GOOGL | ALPHABET INC | 204,195 | $59M | 4.7% |
| AAPL | APPLE INC | 226,942 | $58M | 4.6% |
| AMZN | AMAZON COM INC | 240,188 | $50M | 4.0% |
| MSFT | MICROSOFT CORP | 110,643 | $41M | 3.3% |
| XLK | SELECT SECTOR SPDR TR | 231,789 | $31M | 2.5% |
| META | META PLATFORMS INC | 50,576 | $29M | 2.3% |
| MRK | MERCK & CO INC | 210,435 | $25M | 2.0% |
| USFR | WISDOMTREE TR | 482,711 | $24M | 1.9% |
| AVGO | BROADCOM INC | 77,670 | $24M | 1.9% |
Track United Asset Strategies's 13F portfolio: $1.3B in reported holdings, 279 positions. Top holdings, AUM, and quarterly changes on SentiSense.