UNITED ASSET STRATEGIES, INC.

PrivateCIK: 1539948

Location

GARDEN CITY, NY

259

Positions

$1.41B

Total AUM (reported)

10.82M

Total Shares

Allocation by class

COM$877.64M62.0%

CAP STK CL A$71.08M5.0%

CL A$67.34M4.8%

COM NEW$50.33M3.6%

ISHARES SEMICDTR$31.39M2.2%

ST STR TECHN ETF$29.66M2.1%

N Y REGISTRY SHS$25.84M1.8%

Portfolio Concentration

Top 3$238.39M16.8%

4–10$254.33M18.0%

11–25$290.11M20.5%

Rest$632.05M44.7%

Top 3 weight

16.8%

Top 10 weight

34.8%

Voting Authority Distribution

Total shares with voting rights: 10.82M

Sole

Full voting authority

8.07M

% of voting shares74.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.74M

% of voting shares25.4%

Investment Discretion (by position count)

Sole259

Shared0

Other0

Dominant voting typeSole · 74.6% of voting shares

Institutional Holdings259

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares423.72K

TypeSH

Market value$84.78M

5.99%

Sole

322.09K

Shared

0.00

None

101.63K

APPLE INC

SOLE

COM

Shares285.21K

TypeSH

Market value$82.53M

5.83%

Sole

215.50K

Shared

0.00

None

69.71K

ALPHABET INC

SOLE

CAP STK CL A

Shares198.91K

TypeSH

Market value$71.08M

5.02%

Sole

145.01K

Shared

0.00

None

53.90K

AMAZON COM INC

SOLE

COM

Shares242.33K

TypeSH

Market value$57.76M

4.08%

Sole

182.22K

Shared

0.00

None

60.11K

MICROSOFT CORP

SOLE

COM

Shares130.69K

TypeSH

Market value$48.75M

3.45%

Sole

100.25K

Shared

0.00

None

30.44K

BROADCOM INC

SOLE

COM

Shares83.58K

TypeSH

Market value$31.57M

2.23%

Sole

63.05K

Shared

0.00

None

20.53K

ISHARES TR

SOLE

ISHARES SEMICDTR

Shares48.98K

TypeSH

Market value$31.39M

2.22%

Sole

35.95K

Shared

0.00

None

13.03K

SELECT SECTOR SPDR TR

SOLE

ST STR TECHN ETF

Shares155.69K

TypeSH

Market value$29.66M

2.10%

Sole

111.17K

Shared

0.00

None

44.52K

META PLATFORMS INC

SOLE

CL A

Shares52.13K

TypeSH

Market value$29.37M

2.08%

Sole

38.71K

Shared

0.00

None

13.43K

ASML HLDG NV

SOLE

N Y REGISTRY SHS

Shares12.99K

TypeSH

Market value$25.84M

1.83%

Sole

9.90K

Shared

0.00

None

3.08K

SPDR SERIES TRUST

SOLE

ST STR SP600 SML

Shares434.34K

TypeSH

Market value$25.05M

1.77%

Sole

323.24K

Shared

0.00

None

111.10K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares491.96K

TypeSH

Market value$24.77M

1.75%

Sole

395.94K

Shared

0.00

None

96.02K

PALO ALTO NETWORKS INC

SOLE

COM

Shares65.12K

TypeSH

Market value$22.21M

1.57%

Sole

49.22K

Shared

0.00

None

15.90K

MASTERCARD INCORPORATED

SOLE

CL A

Shares42.98K

TypeSH

Market value$22.07M

1.56%

Sole

32.83K

Shared

0.00

None

10.14K

PARKER-HANNIFIN CORP

SOLE

COM

Shares20.51K

TypeSH

Market value$20.06M

1.42%

Sole

15.32K

Shared

0.00

None

5.19K

BANK OF AMER CORP

SOLE

COM

Shares338.93K

TypeSH

Market value$19.31M

1.36%

Sole

253.16K

Shared

0.00

None

85.77K

WW GRAINGER INC

SOLE

COM

Shares14.02K

TypeSH

Market value$19.07M

1.35%

Sole

10.56K

Shared

0.00

None

3.46K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares402.95K

TypeSH

Market value$18.86M

1.33%

Sole

305.01K

Shared

0.00

None

97.94K

MERCK & CO INC

SOLE

COM

Shares143.65K

TypeSH

Market value$18.46M

1.30%

Sole

110.12K

Shared

0.00

None

33.53K

SCHWAB CHARLES CORP

SOLE

COM

Shares196.43K

TypeSH

Market value$18.12M

1.28%

Sole

145.83K

Shared

0.00

None

50.59K

EDWARDS LIFESCIENCES CORP

SOLE

COM

Shares192.58K

TypeSH

Market value$17.42M

1.23%

Sole

145.87K

Shared

0.00

None

46.71K

KINDER MORGAN INC DEL

SOLE

COM

Shares539.89K

TypeSH

Market value$17.26M

1.22%

Sole

399.85K

Shared

0.00

None

140.04K

ECOLAB INC

SOLE

COM

Shares57.77K

TypeSH

Market value$16.10M

1.14%

Sole

43.72K

Shared

0.00

None

14.05K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares31.42K

TypeSH

Market value$15.75M

1.11%

Sole

23.43K

Shared

0.00

None

7.98K

JPMORGAN CHASE & CO

SOLE

COM

Shares47.66K

TypeSH

Market value$15.60M

1.10%

Sole

36.33K

Shared

0.00

None

11.32K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	423.72K	SH	$84.78M 5.99%	322.09K	101.63K
APPLE INCSOLE	COM	285.21K	SH	$82.53M 5.83%	215.50K	69.71K
ALPHABET INCSOLE	CAP STK CL A	198.91K	SH	$71.08M 5.02%	145.01K	53.90K
AMAZON COM INCSOLE	COM	242.33K	SH	$57.76M 4.08%	182.22K	60.11K
MICROSOFT CORPSOLE	COM	130.69K	SH	$48.75M 3.45%	100.25K	30.44K
BROADCOM INCSOLE	COM	83.58K	SH	$31.57M 2.23%	63.05K	20.53K
ISHARES TRSOLE	ISHARES SEMICDTR	48.98K	SH	$31.39M 2.22%	35.95K	13.03K
SELECT SECTOR SPDR TRSOLE	ST STR TECHN ETF	155.69K	SH	$29.66M 2.10%	111.17K	44.52K
META PLATFORMS INCSOLE	CL A	52.13K	SH	$29.37M 2.08%	38.71K	13.43K
ASML HLDG NVSOLE	N Y REGISTRY SHS	12.99K	SH	$25.84M 1.83%	9.90K	3.08K
SPDR SERIES TRUSTSOLE	ST STR SP600 SML	434.34K	SH	$25.05M 1.77%	323.24K	111.10K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	491.96K	SH	$24.77M 1.75%	395.94K	96.02K
PALO ALTO NETWORKS INCSOLE	COM	65.12K	SH	$22.21M 1.57%	49.22K	15.90K
MASTERCARD INCORPORATEDSOLE	CL A	42.98K	SH	$22.07M 1.56%	32.83K	10.14K
PARKER-HANNIFIN CORPSOLE	COM	20.51K	SH	$20.06M 1.42%	15.32K	5.19K
BANK OF AMER CORPSOLE	COM	338.93K	SH	$19.31M 1.36%	253.16K	85.77K
WW GRAINGER INCSOLE	COM	14.02K	SH	$19.07M 1.35%	10.56K	3.46K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	402.95K	SH	$18.86M 1.33%	305.01K	97.94K
MERCK & CO INCSOLE	COM	143.65K	SH	$18.46M 1.30%	110.12K	33.53K
SCHWAB CHARLES CORPSOLE	COM	196.43K	SH	$18.12M 1.28%	145.83K	50.59K
EDWARDS LIFESCIENCES CORPSOLE	COM	192.58K	SH	$17.42M 1.23%	145.87K	46.71K
KINDER MORGAN INC DELSOLE	COM	539.89K	SH	$17.26M 1.22%	399.85K	140.04K
ECOLAB INCSOLE	COM	57.77K	SH	$16.10M 1.14%	43.72K	14.05K
THERMO FISHER SCIENTIFIC INCSOLE	COM	31.42K	SH	$15.75M 1.11%	23.43K	7.98K
JPMORGAN CHASE & COSOLE	COM	47.66K	SH	$15.60M 1.10%	36.33K	11.32K

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