United Asset Strategies, Inc.
•CIK: 1539948•Filing: Q4 2025
**United Asset Strategies, Inc.** manages $1.3B across a diversified portfolio of 262 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including NVDA at $72.9M and GOOGL at $65.0M. Further concentration is evident in AAPL ($62.5M), AMZN ($51.0M), and MSFT ($50.8M), signaling a core focus on established growth technology names. This structure reflects a conviction in high-quality, market-leading technology and financial sector names.
Total AUM
$1.3B
QoQ Performance
+3.9%
Positions
217
Top 10 Concentration
35.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
GOOGL
NVDA5.6%
GOOGL5.0%
AAPL4.8%
AMZN3.9%
MSFT3.9%
XLK3.0%
META2.5%
AVGO2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.5%
Technology26.6%
Financial7.9%
Consumer7.1%
Healthcare6.5%
Industrial2.7%
Materials1.5%
Communication1.2%
🚪 Exited Positionssold since Q3 2025
+56 more exited positions
Changes from Q3 2025
NEW11 new positions
↑122 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023