StockDriftsStockDriftsTop 50 United Asset Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.99% | 423.7K | $84.8M | +7.97%(+31.27K) | $66.25(+241.23%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.83% | 285.2K | $82.5M | +25.67%(+58.27K) | $151.62(+101.41%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.02% | 198.9K | $71.1M | -2.59%(-5.29K) | $81.55(+322.72%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.08% | 242.3K | $57.8M | +0.89%(+2.14K) | $136.63(+92.14%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.45% | 130.7K | $48.8M | +18.12%(+20.05K) | $217.06(+123.93%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.23% | 83.6K | $31.6M | +7.61%(+5.91K) | $223.46(+76.20%) | 2026-06-30 | |
| SOXX | ISHARES TR | 2.22% | 49.0K | $31.4M | -16.87%(-9.94K) | $219.74(+156.65%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.1% | 155.7K | $29.7M | -32.83%(-76.10K) | $75.15(+153.80%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.08% | 52.1K | $29.4M | +3.08%(+1.56K) | $256.50(+126.24%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 1.83% | 13.0K | $25.8M | -21.36%(-3.53K) | $755.92(+147.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.91% | +81.19% | +13.40% | +87.50% |
| Top 20 Holdings Unweighted | +21.34% | +78.65% | +13.83% | +91.14% |
United Asset Strategies, Inc. reports $1.41B in US-listed equity holdings across 259 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.0%), AAPL (5.8%) and GOOGL (5.0%). The top 20 holdings account for 49.52% of reported assets. Its disclosed equity book has returned +81.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track United Asset Strategies, Inc., compare funds side by side, and get alerts the moment positions change.
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