Filed: 10/23/2025ACC: 0001193125-25-248293
📋 What this filing means
UNITED ASSET STRATEGIES, INC. filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $1.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
250
Positions
$1.25B
Total AUM (reported)
9.32M
Total Shares
Allocation by class
COM$798.64M64.1%
CL A$68.44M5.5%
CAP STK CL A$51.17M4.1%
COM NEW$46.99M3.8%
TECHNOLOGY$38.46M3.1%
SHS$20.66M1.7%
MTG-BKD SECS ETF$18.97M1.5%
Portfolio Concentration
Top 3$184.85M14.8%
4–10$244.25M19.6%
11–25$260.28M20.9%
Rest$557.32M44.7%
Top 3 weight
14.8%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 9.32M
Sole
Full voting authority
6.92M
shares
% of voting shares74.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.40M
shares
% of voting shares25.8%
Investment Discretion (by position count)
Sole250
Shared0
Other0
Dominant voting typeSole · 74.2% of voting shares
Institutional Holdings250
Rows:
NVIDIA CORPORATION
SOLEShares393.08K
TypeSH
Market value$73.34M
5.88%
Sole
300.39K
Shared
0.00
None
92.69K
APPLE INC
SOLEShares228.65K
TypeSH
Market value$58.22M
4.67%
Sole
172.38K
Shared
0.00
None
56.27K
MICROSOFT CORP
SOLEShares102.89K
TypeSH
Market value$53.29M
4.27%
Sole
78.36K
Shared
0.00
None
24.53K
ALPHABET INC
SOLEShares210.48K
TypeSH
Market value$51.17M
4.10%
Sole
153.51K
Shared
0.00
None
56.97K
AMAZON COM INC
SOLEShares221.39K
TypeSH
Market value$48.61M
3.90%
Sole
164.96K
Shared
0.00
None
56.43K
SELECT SECTOR SPDR TR
SOLEShares136.45K
TypeSH
Market value$38.46M
3.08%
Sole
93.43K
Shared
0.00
None
43.02K
META PLATFORMS INC
SOLEShares46.27K
TypeSH
Market value$33.98M
2.73%
Sole
33.61K
Shared
0.00
None
12.66K
BROADCOM INC
SOLEShares75.76K
TypeSH
Market value$24.99M
2.00%
Sole
56.51K
Shared
0.00
None
19.25K
JPMORGAN CHASE & CO.
SOLEShares75.52K
TypeSH
Market value$23.82M
1.91%
Sole
55.77K
Shared
0.00
None
19.75K
MASTERCARD INCORPORATED
SOLEShares40.83K
TypeSH
Market value$23.23M
1.86%
Sole
30.78K
Shared
0.00
None
10.05K
SERVICENOW INC
SOLEShares23.09K
TypeSH
Market value$21.25M
1.70%
Sole
17.23K
Shared
0.00
None
5.86K
PALO ALTO NETWORKS INC
SOLEShares95.87K
TypeSH
Market value$19.52M
1.57%
Sole
71.44K
Shared
0.00
None
24.43K
VANGUARD SCOTTSDALE FDS
SOLEShares404.05K
TypeSH
Market value$18.97M
1.52%
Sole
297.94K
Shared
0.00
None
106.11K
WISDOMTREE TR
SOLEShares371.38K
TypeSH
Market value$18.67M
1.50%
Sole
296.35K
Shared
0.00
None
75.03K
SCHWAB CHARLES CORP
SOLEShares190.57K
TypeSH
Market value$18.19M
1.46%
Sole
141.09K
Shared
0.00
None
49.48K
LOCKHEED MARTIN CORP
SOLEShares36.05K
TypeSH
Market value$18.00M
1.44%
Sole
27.38K
Shared
0.00
None
8.67K
PARKER-HANNIFIN CORP
SOLEShares23.47K
TypeSH
Market value$17.79M
1.43%
Sole
17.21K
Shared
0.00
None
6.26K
BANK AMERICA CORP
SOLEShares331.85K
TypeSH
Market value$17.12M
1.37%
Sole
242.78K
Shared
0.00
None
89.07K
ADOBE INC
SOLEShares46.22K
TypeSH
Market value$16.30M
1.31%
Sole
34.50K
Shared
0.00
None
11.71K
ISHARES TR
SOLEShares59.17K
TypeSH
Market value$16.04M
1.29%
Sole
43.02K
Shared
0.00
None
16.15K
MERCK & CO INC
SOLEShares190.26K
TypeSH
Market value$15.97M
1.28%
Sole
143.12K
Shared
0.00
None
47.15K
ASML HOLDING N V
SOLEShares16.48K
TypeSH
Market value$15.95M
1.28%
Sole
12.23K
Shared
0.00
None
4.25K
EATON CORP PLC
SOLEShares41.83K
TypeSH
Market value$15.65M
1.26%
Sole
31.16K
Shared
0.00
None
10.66K
THERMO FISHER SCIENTIFIC INC
SOLEShares32.16K
TypeSH
Market value$15.60M
1.25%
Sole
23.79K
Shared
0.00
None
8.37K
ECOLAB INC
SOLEShares55.65K
TypeSH
Market value$15.24M
1.22%
Sole
41.73K
Shared
0.00
None
13.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 393.08K | SH | $73.34M 5.88% | 300.39K | 0.00 | 92.69K |
APPLE INCSOLE | COM | 228.65K | SH | $58.22M 4.67% | 172.38K | 0.00 | 56.27K |
MICROSOFT CORPSOLE | COM | 102.89K | SH | $53.29M 4.27% | 78.36K | 0.00 | 24.53K |
ALPHABET INCSOLE | CAP STK CL A | 210.48K | SH | $51.17M 4.10% | 153.51K | 0.00 | 56.97K |
AMAZON COM INCSOLE | COM | 221.39K | SH | $48.61M 3.90% | 164.96K | 0.00 | 56.43K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 136.45K | SH | $38.46M 3.08% | 93.43K | 0.00 | 43.02K |
META PLATFORMS INCSOLE | CL A | 46.27K | SH | $33.98M 2.73% | 33.61K | 0.00 | 12.66K |
BROADCOM INCSOLE | COM | 75.76K | SH | $24.99M 2.00% | 56.51K | 0.00 | 19.25K |
JPMORGAN CHASE & CO.SOLE | COM | 75.52K | SH | $23.82M 1.91% | 55.77K | 0.00 | 19.75K |
MASTERCARD INCORPORATEDSOLE | CL A | 40.83K | SH | $23.23M 1.86% | 30.78K | 0.00 | 10.05K |
SERVICENOW INCSOLE | COM | 23.09K | SH | $21.25M 1.70% | 17.23K | 0.00 | 5.86K |
PALO ALTO NETWORKS INCSOLE | COM | 95.87K | SH | $19.52M 1.57% | 71.44K | 0.00 | 24.43K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 404.05K | SH | $18.97M 1.52% | 297.94K | 0.00 | 106.11K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 371.38K | SH | $18.67M 1.50% | 296.35K | 0.00 | 75.03K |
SCHWAB CHARLES CORPSOLE | COM | 190.57K | SH | $18.19M 1.46% | 141.09K | 0.00 | 49.48K |
LOCKHEED MARTIN CORPSOLE | COM | 36.05K | SH | $18.00M 1.44% | 27.38K | 0.00 | 8.67K |
PARKER-HANNIFIN CORPSOLE | COM | 23.47K | SH | $17.79M 1.43% | 17.21K | 0.00 | 6.26K |
BANK AMERICA CORPSOLE | COM | 331.85K | SH | $17.12M 1.37% | 242.78K | 0.00 | 89.07K |
ADOBE INCSOLE | COM | 46.22K | SH | $16.30M 1.31% | 34.50K | 0.00 | 11.71K |
ISHARES TRSOLE | ISHARES SEMICDTR | 59.17K | SH | $16.04M 1.29% | 43.02K | 0.00 | 16.15K |
MERCK & CO INCSOLE | COM | 190.26K | SH | $15.97M 1.28% | 143.12K | 0.00 | 47.15K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 16.48K | SH | $15.95M 1.28% | 12.23K | 0.00 | 4.25K |
EATON CORP PLCSOLE | SHS | 41.83K | SH | $15.65M 1.26% | 31.16K | 0.00 | 10.66K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 32.16K | SH | $15.60M 1.25% | 23.79K | 0.00 | 8.37K |
ECOLAB INCSOLE | COM | 55.65K | SH | $15.24M 1.22% | 41.73K | 0.00 | 13.92K |
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