United Asset Strategies, Inc.

Q3 2025 13F-HR Holdings

Location
Garden City, NY
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
250
Total value ($000)
$1,246,709
Net value change ($000)
+75,671 (6.5%)
New positions
13
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 16,075 28.1%
GOOGL 12,624 32.8%
AAPL 11,951 25.8%
USFR 8,610 85.6%
TMO 4,972 46.8%
SOXX 3,929 32.4%
ADBE 3,478 27.1%
ASML 3,418 27.3%
VMBS 3,381 21.7%
XLK 3,144 8.9%
Top Reduces (Value $000, Stocks/ETFs)
CI -13,967 -97.7%
AVGO -6,294 -20.1%
CVX -3,290 -27.8%
WMB -3,250 -74.1%
NOW -2,438 -10.3%
CL -976 -9.3%
PM -963 -8.6%
CSCO -955 -46.5%
TXN -903 -81.1%
FTNT -832 -25.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type