Portfolio (Quarterly) Guide ↗

United Asset Strategies, Inc.

· CIK 0001539948

13F Portfolio $1.3B AUM 257 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 18 New 120 Added 80 Reduced 23 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	DEEF	DBX ETF TR	—	6,485	$233K	0.02%	SOLD
22	GBTC	GRAYSCALE BITCOIN TRUST ETF	Financial Services	3,138	$215K	0.02%	SOLD
23	IYR	ISHARES TR	—	2,247	$211K	0.02%	SOLD

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Sector Allocation

Technology 27.7%

Financial Services 13.7%

Healthcare 11.1%

Communication Services 10.8%

Industrials 10.3%

Consumer Cyclical 8.9%

Consumer Defensive 5.1%

Energy 5.0%

Utilities 2.8%

Basic Materials 2.7%