United Asset Strategies, Inc.

Q1 2026 13F-HR Holdings

Location
Garden City, NY
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
257
Total value ($000)
$1,256,844
Net value change ($000)
-38,636 (-3.0%)
New positions
17
Sold out positions
23
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GWW 14,259 1560.1%
SPSM 6,837 49.1%
APD 6,616 610.9%
SBUX 4,296 50.4%
UPS 3,539 242.1%
ASML 3,517 19.2%
KMI 3,085 22.0%
LNG 3,084 60.1%
CVX 3,052 35.8%
USFR 2,933 13.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -9,881 -19.4%
XLK -8,420 -21.5%
WM -7,375 -50.4%
GOOGL -6,322 -9.7%
ETR -5,326 -40.4%
XLB -5,145 -77.6%
AAPL -4,913 -7.9%
NOW -4,832 -26.8%
NVDA -4,475 -6.1%
META -3,511 -10.8%
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