United Asset Strategies, Inc.

Q4 2025 13F-HR Holdings

Location
Garden City, NY
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
262
Total value ($000)
$1,295,480
Net value change ($000)
+48,771 (3.9%)
New positions
22
Sold out positions
10
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 13,873 27.1%
MRK 6,893 43.2%
XLB 5,263 383.9%
AAPL 4,287 7.4%
DG 3,233 NEW
RSPD 3,145 NEW
DHR 2,910 71.3%
TMO 2,735 17.5%
USFR 2,698 14.5%
PH 2,665 15.0%
Top Reduces (Value $000, Stocks/ETFs)
IVE -8,237 -100.0%
CLX -4,864 -95.7%
APD -4,833 -81.7%
NOW -3,242 -15.3%
GLD -3,189 -28.8%
SBUX -2,968 -25.8%
ETN -2,737 -17.5%
MSFT -2,454 -4.6%
ADBE -2,176 -13.3%
LNG -2,079 -28.8%
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