StockDriftsStockDriftsTop 50 United Asset Strategies INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.74% | 294.8K | $98.2M | +3.36%(+9.60K) | $156.82(+119.90%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 6.71% | 428.0K | $97.7M | +1.01%(+4.29K) | $67.73(+217.64%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.5% | 127.9K | $65.6M | -2.12%(-2.77K) | $217.06(+143.27%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.17% | 176.5K | $60.7M | -11.24%(-22.36K) | $81.55(+299.00%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.82% | 223.5K | $55.7M | -7.78%(-18.85K) | $136.63(+85.86%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.6% | 52.3K | $37.9M | +0.27%(+143) | $257.56(+137.18%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.97% | 81.8K | $28.7M | -2.15%(-1.79K) | $223.46(+56.77%) | 2026-09-30 | |
| SOXX | ISHARES TR | 1.97% | 50.5K | $28.7M | +3.02%(+1.48K) | $231.01(+125.01%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 1.88% | 140.1K | $27.4M | -10.01%(-15.59K) | $75.15(+152.80%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 1.76% | 64.6K | $25.7M | -0.76%(-495) | $50.38(+684.34%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.57% | +93.33% | +14.39% | +95.85% |
| Top 20 Holdings Unweighted | +22.88% | +85.54% | +14.33% | +95.35% |
United Asset Strategies INC reports $1.46B in US-listed equity holdings across 267 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.7%), NVDA (6.7%) and MSFT (4.5%). The top 20 holdings account for 50.63% of reported assets. Its disclosed equity book has returned +93.33% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from United Asset Strategies INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1539948). View United Asset Strategies INC’s 13F filings on SEC