United Asset Strategies, Inc.
All 13F Filings
- Location
- Garden City, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,256,844
- 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 |
|---|---|---|---|---|---|
| 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 | 1.06 M | 84.3% | 0 | 176 K | -176 K |
| ETFs | 196.4 K | 15.6% | 137.4 K | 0 | 137.4 K |
| Debt | 607 | 0.0% | 5 | 0 | 5 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
1,256,844
Holdings
257
QoQ value change ($000)
-38,636
(-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.