United Asset Strategies, Inc.: 13F holdings
CIK 15399482026Q2
| Positions | 259 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 259 (+2 vs prior quarter) |
|---|
| Reported value | $1.4bn (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 423,723 | $84.8m | 6.0% |
| AAPL APPLE INC | 285,208 | $82.5m | 5.8% |
| GOOGL ALPHABET INC | 198,907 | $71.1m | 5.0% |
| AMZN AMAZON COM INC | 242,330 | $57.8m | 4.1% |
| MSFT MICROSOFT CORP | 130,692 | $48.8m | 3.4% |
| AVGO BROADCOM INC | 83,581 | $31.6m | 2.2% |
| SOXX ISHARES TR | 48,982 | $31.4m | 2.2% |
| XLK SELECT SECTOR SPDR TR | 155,687 | $29.7m | 2.1% |
| META META PLATFORMS INC | 52,134 | $29.4m | 2.1% |
| ASML HLDG NV | 12,987 | $25.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1539948")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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