United Asset Strategies, Inc.
Top Portfolio Positions
196 positions ·
$1,040,572,252 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 | 5.64% | |
| AAPL |
Apple Inc.
Technology
|
226,942 | $57,595,610 | 5.53% | |
| 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 HUMA
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,232 | 209,608 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $201,433 | 209,608 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $321,217 | 184,608 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $385,830 | 184,608 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $314,586 | 184,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $930,250 | 184,208 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,187,595 | 218,308 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,047,878 | 218,308 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $689,200 | 221,608 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $628,514 | 221,308 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $421,357 | 143,808 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $526,125 | 183,960 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $182,186 | 58,960 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $57,940 | 27,460 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $48,769 | 14,960 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $48,021 | 14,960 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $105,617 | 14,960 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $74,747 | 10,310 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $119,675 | 10,308 | Shares | Sole | 2021-10-21 | |
| No 13F history on record for this holder in this stock. | ||||||