StockDriftsStockDriftsTop 50 United Asset Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.45% | 392.5K | $68.4M | +0.38%(+1.47K) | $56.98(+296.35%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.67% | 204.2K | $58.7M | -1.73%(-3.60K) | $81.55(+393.73%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.58% | 226.9K | $57.6M | -1.30%(-2.99K) | $121.74(+145.49%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.98% | 240.2K | $50.0M | +8.63%(+19.08K) | $135.89(+98.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.26% | 110.6K | $41.0M | +5.25%(+5.52K) | $190.08(+113.18%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.45% | 231.8K | $30.8M | -14.92%(-40.66K) | $75.15(+135.33%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.3% | 50.6K | $28.9M | +2.89%(+1.42K) | $247.46(+149.18%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 2.01% | 210.4K | $25.3M | -3.11%(-6.76K) | $90.02(+26.03%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 1.93% | 482.7K | $24.3M | +13.68%(+58.09K) | $50.29(+0.27%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.91% | 77.7K | $24.0M | +1.39%(+1.07K) | $214.93(+93.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.34% | +74.28% |
| Top 20 Holdings Unweighted | +20.02% | +72.89% |
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