United Asset Strategies, Inc.

Q3 2026 13F-HR Holdings

Location
Garden City, NY
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
267
Total value ($000)
$1,457,630
Net value change ($000)
+42,741 (3.0%)
New positions
20
Sold out positions
12
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 16,857 34.6%
AAPL 15,647 19.0%
NVDA 12,966 15.3%
META 8,544 29.1%
IAU 7,605 1125.0%
PFE 5,949 922.3%
EXXONMOBIL HOLDINGS CORP 5,808 NEW
NOW 5,461 38.0%
TMO 4,806 30.5%
DELL 3,719 236.0%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -10,336 -14.5%
DUK -6,249 -44.3%
XOM -4,791 -100.0%
UPS -4,183 -75.7%
USFR -3,649 -14.7%
LNT -3,365 -54.8%
XLY -2,944 -59.4%
MCD -2,876 -87.7%
AVGO -2,850 -9.0%
CARNIVAL CORP LTD -2,768 -100.0%
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