Filed: 8/8/2025ACC: 0000950123-25-007303
📋 What this filing means
UNITED ASSET STRATEGIES, INC. filed this quarterly 13F‑HR report disclosing 239 equity positions with a total reported market value of $1.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
239
Positions
$1.17B
Total AUM (reported)
9M
Total Shares
Allocation by class
COM$773.04M66.0%
CL A$66.30M5.7%
COM NEW$44.20M3.8%
CAP STK CL A$38.54M3.3%
TECHNOLOGY$35.32M3.0%
SHS$20.07M1.7%
MTG-BKD SECS ETF$15.59M1.3%
Portfolio Concentration
Top 3$158.05M13.5%
4–10$232.47M19.9%
11–25$238.39M20.4%
Rest$542.12M46.3%
Top 3 weight
13.5%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 9M
Sole
Full voting authority
6.59M
shares
% of voting shares73.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.41M
shares
% of voting shares26.8%
Investment Discretion (by position count)
Sole239
Shared0
Other0
Dominant voting typeSole · 73.2% of voting shares
Institutional Holdings239
Rows:
NVIDIA CORPORATION
SOLEShares362.46K
TypeSH
Market value$57.27M
4.89%
Sole
276.32K
Shared
0.00
None
86.15K
MICROSOFT CORP
SOLEShares105.12K
TypeSH
Market value$52.29M
4.46%
Sole
79.54K
Shared
0.00
None
25.57K
AMAZON COM INC
SOLEShares221.06K
TypeSH
Market value$48.50M
4.14%
Sole
163.44K
Shared
0.00
None
57.61K
APPLE INC
SOLEShares225.52K
TypeSH
Market value$46.27M
3.95%
Sole
168.90K
Shared
0.00
None
56.62K
ALPHABET INC
SOLEShares218.71K
TypeSH
Market value$38.54M
3.29%
Sole
159.09K
Shared
0.00
None
59.62K
SELECT SECTOR SPDR TR
SOLEShares139.46K
TypeSH
Market value$35.32M
3.02%
Sole
94.40K
Shared
0.00
None
45.06K
META PLATFORMS INC
SOLEShares46.66K
TypeSH
Market value$34.44M
2.94%
Sole
33.69K
Shared
0.00
None
12.96K
BROADCOM INC
SOLEShares113.50K
TypeSH
Market value$31.29M
2.67%
Sole
83.30K
Shared
0.00
None
30.21K
SERVICENOW INC
SOLEShares23.04K
TypeSH
Market value$23.69M
2.02%
Sole
17.03K
Shared
0.00
None
6.01K
MASTERCARD INCORPORATED
SOLEShares40.80K
TypeSH
Market value$22.93M
1.96%
Sole
30.49K
Shared
0.00
None
10.32K
JPMORGAN CHASE & CO.
SOLEShares76.09K
TypeSH
Market value$22.06M
1.88%
Sole
55.66K
Shared
0.00
None
20.42K
PALO ALTO NETWORKS INC
SOLEShares94.99K
TypeSH
Market value$19.44M
1.66%
Sole
69.97K
Shared
0.00
None
25.02K
SCHWAB CHARLES CORP
SOLEShares194.30K
TypeSH
Market value$17.73M
1.51%
Sole
142.06K
Shared
0.00
None
52.24K
PARKER-HANNIFIN CORP
SOLEShares23.60K
TypeSH
Market value$16.48M
1.41%
Sole
17.13K
Shared
0.00
None
6.47K
LOCKHEED MARTIN CORP
SOLEShares34.96K
TypeSH
Market value$16.19M
1.38%
Sole
26.31K
Shared
0.00
None
8.65K
BANK AMERICA CORP
SOLEShares332.62K
TypeSH
Market value$15.74M
1.34%
Sole
241.06K
Shared
0.00
None
91.55K
VANGUARD SCOTTSDALE FDS
SOLEShares336.48K
TypeSH
Market value$15.59M
1.33%
Sole
246.39K
Shared
0.00
None
90.09K
ECOLAB INC
SOLEShares55.26K
TypeSH
Market value$14.89M
1.27%
Sole
41.33K
Shared
0.00
None
13.93K
EATON CORP PLC
SOLEShares41.34K
TypeSH
Market value$14.76M
1.26%
Sole
30.53K
Shared
0.00
None
10.81K
WASTE MGMT INC DEL
SOLEShares64.03K
TypeSH
Market value$14.65M
1.25%
Sole
46.48K
Shared
0.00
None
17.55K
EDWARDS LIFESCIENCES CORP
SOLEShares186.62K
TypeSH
Market value$14.60M
1.25%
Sole
139.47K
Shared
0.00
None
47.15K
KINDER MORGAN INC DEL
SOLEShares493.34K
TypeSH
Market value$14.50M
1.24%
Sole
357.37K
Shared
0.00
None
135.97K
THE CIGNA GROUP
SOLEShares43.24K
TypeSH
Market value$14.29M
1.22%
Sole
31.56K
Shared
0.00
None
11.68K
SPDR SERIES TRUST
SOLEShares194.46K
TypeSH
Market value$14.14M
1.21%
Sole
151.84K
Shared
0.00
None
42.62K
MERCK & CO INC
SOLEShares168.50K
TypeSH
Market value$13.34M
1.14%
Sole
128K
Shared
0.00
None
40.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 362.46K | SH | $57.27M 4.89% | 276.32K | 0.00 | 86.15K |
MICROSOFT CORPSOLE | COM | 105.12K | SH | $52.29M 4.46% | 79.54K | 0.00 | 25.57K |
AMAZON COM INCSOLE | COM | 221.06K | SH | $48.50M 4.14% | 163.44K | 0.00 | 57.61K |
APPLE INCSOLE | COM | 225.52K | SH | $46.27M 3.95% | 168.90K | 0.00 | 56.62K |
ALPHABET INCSOLE | CAP STK CL A | 218.71K | SH | $38.54M 3.29% | 159.09K | 0.00 | 59.62K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 139.46K | SH | $35.32M 3.02% | 94.40K | 0.00 | 45.06K |
META PLATFORMS INCSOLE | CL A | 46.66K | SH | $34.44M 2.94% | 33.69K | 0.00 | 12.96K |
BROADCOM INCSOLE | COM | 113.50K | SH | $31.29M 2.67% | 83.30K | 0.00 | 30.21K |
SERVICENOW INCSOLE | COM | 23.04K | SH | $23.69M 2.02% | 17.03K | 0.00 | 6.01K |
MASTERCARD INCORPORATEDSOLE | CL A | 40.80K | SH | $22.93M 1.96% | 30.49K | 0.00 | 10.32K |
JPMORGAN CHASE & CO.SOLE | COM | 76.09K | SH | $22.06M 1.88% | 55.66K | 0.00 | 20.42K |
PALO ALTO NETWORKS INCSOLE | COM | 94.99K | SH | $19.44M 1.66% | 69.97K | 0.00 | 25.02K |
SCHWAB CHARLES CORPSOLE | COM | 194.30K | SH | $17.73M 1.51% | 142.06K | 0.00 | 52.24K |
PARKER-HANNIFIN CORPSOLE | COM | 23.60K | SH | $16.48M 1.41% | 17.13K | 0.00 | 6.47K |
LOCKHEED MARTIN CORPSOLE | COM | 34.96K | SH | $16.19M 1.38% | 26.31K | 0.00 | 8.65K |
BANK AMERICA CORPSOLE | COM | 332.62K | SH | $15.74M 1.34% | 241.06K | 0.00 | 91.55K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 336.48K | SH | $15.59M 1.33% | 246.39K | 0.00 | 90.09K |
ECOLAB INCSOLE | COM | 55.26K | SH | $14.89M 1.27% | 41.33K | 0.00 | 13.93K |
EATON CORP PLCSOLE | SHS | 41.34K | SH | $14.76M 1.26% | 30.53K | 0.00 | 10.81K |
WASTE MGMT INC DELSOLE | COM | 64.03K | SH | $14.65M 1.25% | 46.48K | 0.00 | 17.55K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 186.62K | SH | $14.60M 1.25% | 139.47K | 0.00 | 47.15K |
KINDER MORGAN INC DELSOLE | COM | 493.34K | SH | $14.50M 1.24% | 357.37K | 0.00 | 135.97K |
THE CIGNA GROUPSOLE | COM | 43.24K | SH | $14.29M 1.22% | 31.56K | 0.00 | 11.68K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 194.46K | SH | $14.14M 1.21% | 151.84K | 0.00 | 42.62K |
MERCK & CO INCSOLE | COM | 168.50K | SH | $13.34M 1.14% | 128K | 0.00 | 40.50K |
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