United Asset Strategies, Inc. - Portfolio overview

United Asset Strategies, Inc. has 281 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 5.27%
2. GOOGL - ALPHABET INC, 4.52%
3. AAPL - APPLE INC, 4.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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