United Asset Strategies, Inc.
Top Portfolio Positions
196 positions ·
$1,039,948,279 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
392,455 | $68,444,152 | 6.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
204,195 | $58,718,314 | 5.65% | |
| AAPL |
Apple Inc.
Technology
|
226,942 | $57,595,610 | 5.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
240,188 | $50,023,954 | 4.81% | |
| MSFT |
Microsoft Corp
Technology
|
110,643 | $40,956,719 | 3.94% | |
| META |
Meta Platforms, Inc.
Communication Services
|
50,576 | $28,936,046 | 2.78% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
210,435 | $25,313,226 | 2.43% | |
| AVGO |
Broadcom Inc.
Technology
|
77,670 | $24,039,641 | 2.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
75,245 | $22,134,069 | 2.13% | |
| ASML |
Asml Holding NV
Technology
|
16,514 | $21,812,186 | 2.10% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HIX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,007 | 16,836 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $70,037 | 16,836 | Shares | Sole | 2026-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||