UNITED ASSET STRATEGIES, INC.

PrivateCIK: 1539948

Location

GARDEN CITY, NY

267

Positions

$1.46B

Total AUM (reported)

11.17M

Total Shares

Allocation by class

COM$921.37M63.2%

CL A$78.85M5.4%

CAP STK CL A$60.75M4.2%

COM NEW$45.64M3.1%

ISHARES SEMICDTR$28.69M2.0%

ST STR TECHN ETF$27.42M1.9%

N Y REGISTRY SHS$23.98M1.6%

Portfolio Concentration

Top 3$261.53M17.9%

4–10$264.85M18.2%

11–25$296.65M20.4%

Rest$634.60M43.5%

Top 3 weight

17.9%

Top 10 weight

36.1%

Voting Authority Distribution

Total shares with voting rights: 11.17M

Sole

Full voting authority

8.46M

% of voting shares75.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.71M

% of voting shares24.3%

Investment Discretion (by position count)

Sole267

Shared0

Other0

Dominant voting typeSole · 75.7% of voting shares

Institutional Holdings267

Rows:

APPLE INC

SOLE

COM

Shares294.80K

TypeSH

Market value$98.18M

6.74%

Sole

219.41K

Shared

0.00

None

75.39K

NVIDIA CORPORATION

SOLE

COM

Shares428.01K

TypeSH

Market value$97.75M

6.71%

Sole

333.96K

Shared

0.00

None

94.05K

MICROSOFT CORP

SOLE

COM

Shares127.92K

TypeSH

Market value$65.61M

4.50%

Sole

99.82K

Shared

0.00

None

28.09K

ALPHABET INC

SOLE

CAP STK CL A

Shares176.55K

TypeSH

Market value$60.75M

4.17%

Sole

130.47K

Shared

0.00

None

46.08K

AMAZON COM INC

SOLE

COM

Shares223.48K

TypeSH

Market value$55.68M

3.82%

Sole

170.71K

Shared

0.00

None

52.76K

META PLATFORMS INC

SOLE

CL A

Shares52.28K

TypeSH

Market value$37.91M

2.60%

Sole

39.68K

Shared

0.00

None

12.60K

BROADCOM INC

SOLE

COM

Shares81.79K

TypeSH

Market value$28.72M

1.97%

Sole

62.45K

Shared

0.00

None

19.33K

ISHARES TR

SOLE

ISHARES SEMICDTR

Shares50.46K

TypeSH

Market value$28.69M

1.97%

Sole

37.30K

Shared

0.00

None

13.16K

SELECT SECTOR SPDR TR

SOLE

ST STR TECHN ETF

Shares140.10K

TypeSH

Market value$27.42M

1.88%

Sole

100.03K

Shared

0.00

None

40.07K

PALO ALTO NETWORKS INC

SOLE

COM

Shares64.62K

TypeSH

Market value$25.68M

1.76%

Sole

49.47K

Shared

0.00

None

15.16K

MASTERCARD INCORPORATED

SOLE

CL A

Shares44.02K

TypeSH

Market value$24.28M

1.67%

Sole

33.98K

Shared

0.00

None

10.05K

ASML HLDG NV

SOLE

N Y REGISTRY SHS

Shares13.23K

TypeSH

Market value$23.98M

1.64%

Sole

10.20K

Shared

0.00

None

3.04K

SPDR SERIES TRUST

SOLE

ST STR SP600 SML

Shares451.18K

TypeSH

Market value$23.85M

1.64%

Sole

338.76K

Shared

0.00

None

112.42K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares419.16K

TypeSH

Market value$21.12M

1.45%

Sole

343.41K

Shared

0.00

None

75.74K

MERCK & CO INC

SOLE

COM

Shares143.36K

TypeSH

Market value$20.83M

1.43%

Sole

110.91K

Shared

0.00

None

32.44K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares30.45K

TypeSH

Market value$20.56M

1.41%

Sole

22.96K

Shared

0.00

None

7.49K

PARKER-HANNIFIN CORP

SOLE

COM

Shares21.03K

TypeSH

Market value$20.09M

1.38%

Sole

15.81K

Shared

0.00

None

5.22K

SERVICENOW INC

SOLE

COM

Shares147.94K

TypeSH

Market value$19.83M

1.36%

Sole

113.54K

Shared

0.00

None

34.40K

BANK OF AMER CORP

SOLE

COM

Shares339.53K

TypeSH

Market value$18.48M

1.27%

Sole

256.45K

Shared

0.00

None

83.09K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares412.89K

TypeSH

Market value$18.34M

1.26%

Sole

317.32K

Shared

0.00

None

95.56K

CHARLES SCHWAB CORP (THE)

SOLE

COM

Shares183.30K

TypeSH

Market value$17.92M

1.23%

Sole

137.51K

Shared

0.00

None

45.79K

WW GRAINGER INC

SOLE

COM

Shares14.26K

TypeSH

Market value$17.77M

1.22%

Sole

10.84K

Shared

0.00

None

3.42K

EDWARDS LIFESCIENCES CORP

SOLE

COM

Shares195.67K

TypeSH

Market value$16.89M

1.16%

Sole

149.32K

Shared

0.00

None

46.36K

KINDER MORGAN INC DEL

SOLE

COM

Shares548.85K

TypeSH

Market value$16.55M

1.14%

Sole

409.41K

Shared

0.00

None

139.44K

ECOLAB INC

SOLE

COM

Shares58.93K

TypeSH

Market value$16.18M

1.11%

Sole

44.81K

Shared

0.00

None

14.12K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	294.80K	SH	$98.18M 6.74%	219.41K	75.39K
NVIDIA CORPORATIONSOLE	COM	428.01K	SH	$97.75M 6.71%	333.96K	94.05K
MICROSOFT CORPSOLE	COM	127.92K	SH	$65.61M 4.50%	99.82K	28.09K
ALPHABET INCSOLE	CAP STK CL A	176.55K	SH	$60.75M 4.17%	130.47K	46.08K
AMAZON COM INCSOLE	COM	223.48K	SH	$55.68M 3.82%	170.71K	52.76K
META PLATFORMS INCSOLE	CL A	52.28K	SH	$37.91M 2.60%	39.68K	12.60K
BROADCOM INCSOLE	COM	81.79K	SH	$28.72M 1.97%	62.45K	19.33K
ISHARES TRSOLE	ISHARES SEMICDTR	50.46K	SH	$28.69M 1.97%	37.30K	13.16K
SELECT SECTOR SPDR TRSOLE	ST STR TECHN ETF	140.10K	SH	$27.42M 1.88%	100.03K	40.07K
PALO ALTO NETWORKS INCSOLE	COM	64.62K	SH	$25.68M 1.76%	49.47K	15.16K
MASTERCARD INCORPORATEDSOLE	CL A	44.02K	SH	$24.28M 1.67%	33.98K	10.05K
ASML HLDG NVSOLE	N Y REGISTRY SHS	13.23K	SH	$23.98M 1.64%	10.20K	3.04K
SPDR SERIES TRUSTSOLE	ST STR SP600 SML	451.18K	SH	$23.85M 1.64%	338.76K	112.42K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	419.16K	SH	$21.12M 1.45%	343.41K	75.74K
MERCK & CO INCSOLE	COM	143.36K	SH	$20.83M 1.43%	110.91K	32.44K
THERMO FISHER SCIENTIFIC INCSOLE	COM	30.45K	SH	$20.56M 1.41%	22.96K	7.49K
PARKER-HANNIFIN CORPSOLE	COM	21.03K	SH	$20.09M 1.38%	15.81K	5.22K
SERVICENOW INCSOLE	COM	147.94K	SH	$19.83M 1.36%	113.54K	34.40K
BANK OF AMER CORPSOLE	COM	339.53K	SH	$18.48M 1.27%	256.45K	83.09K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	412.89K	SH	$18.34M 1.26%	317.32K	95.56K
CHARLES SCHWAB CORP (THE)SOLE	COM	183.30K	SH	$17.92M 1.23%	137.51K	45.79K
WW GRAINGER INCSOLE	COM	14.26K	SH	$17.77M 1.22%	10.84K	3.42K
EDWARDS LIFESCIENCES CORPSOLE	COM	195.67K	SH	$16.89M 1.16%	149.32K	46.36K
KINDER MORGAN INC DELSOLE	COM	548.85K	SH	$16.55M 1.14%	409.41K	139.44K
ECOLAB INCSOLE	COM	58.93K	SH	$16.18M 1.11%	44.81K	14.12K

Page 1 of 11

…