United Asset Strategies, Inc.
All 13F Filings
- Location
- Garden City, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,457,630
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 267 | 1,457,630 | 13F-HR | United Asset Strategies, Inc. |
| Q2 2026 | 7/13/2026 | 259 | 1,414,889 | 13F-HR | United Asset Strategies, Inc. |
| Q1 2026 | 4/29/2026 | 257 | 1,256,844 | 13F-HR | United Asset Strategies, Inc. |
| Q4 2025 | 1/28/2026 | 262 | 1,295,480 | 13F-HR | United Asset Strategies, Inc. |
| Q3 2025 | 10/23/2025 | 250 | 1,246,709 | 13F-HR | United Asset Strategies, Inc. |
| Q2 2025 | 8/8/2025 | 239 | 1,171,038 | 13F-HR | United Asset Strategies, Inc. |
| Q1 2014 | 5/13/2014 | 100 | 176,511 | 13F-HR | United Asset Strategies, Inc. |
| Q4 2013 | 1/27/2014 | 86 | 145,524 | 13F-HR | United Asset Strategies, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.234 M | 84.7% | 42.21 K | 0 | 42.21 K |
| ETFs | 222.9 K | 15.3% | 532 | 0 | 532 |
| Debt | 347 | 0.0% | 0 | 10 | -10 |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
1,457,630
Holdings
267
QoQ value change ($000)
42,741
(3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.