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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
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 4,299.0 $4.0M 0.32% -234.0 -5.2% $919.66 +17.8%
22 RTX RTX CORPORATION Industrials 19,335.0 $3.7M 0.30% -324.0 -1.6% $192.90 -8.5%
23 SPMD SPDR SERIES TRUST 53,142.0 $3.1M 0.25% -671.0 -1.2% $59.22 +10.1%
24 GOOG ALPHABET INC Communication Services 10,179.0 $2.9M 0.23% -546.0 -5.1% $286.86 +34.2%
25 XMHQ INVESCO EXCHANGE TRADED FD T 26,214.0 $2.7M 0.22% -934.0 -3.4% $103.37 +5.7%
26 XLI SELECT SECTOR SPDR TR 14,655.0 $2.4M 0.19% -519.0 -3.4% $161.73 +7.8%
27 QQQ INVESCO QQQ TR Financial Services 4,059.0 $2.3M 0.19% -29.0 -0.7% $577.24 +26.4%
28 PYPL PAYPAL HLDGS INC Financial Services 51,678.0 $2.3M 0.19% -6K -11.2% $45.23 -3.3%
29 XLV SELECT SECTOR SPDR TR 15,169.0 $2.2M 0.18% -3K -18.6% $146.61 +1.5%
30 XLE SELECT SECTOR SPDR TR 33,710.0 $2.1M 0.16% -6K -15.6% $61.26 -7.0%
31 FE FIRSTENERGY CORP Utilities 39,540.0 $2.0M 0.16% -635.0 -1.6% $50.66 -7.7%
32 ROST ROSS STORES INC Consumer Cyclical 8,559.0 $1.9M 0.15% -484.0 -5.3% $216.63 +7.8%
33 NEE NEXTERA ENERGY INC Utilities 19,712.0 $1.8M 0.15% -550.0 -2.7% $92.88 -5.6%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,727.0 $1.8M 0.14% -85.0 -3.0% $650.36 +15.4%
35 CAT CATERPILLAR INC Industrials 2,295.0 $1.6M 0.13% -39.0 -1.7% $708.48 +28.4%
36 SYY SYSCO CORP Consumer Defensive 21,350.0 $1.5M 0.12% -3K -10.5% $71.33 +5.5%
37 XLB SELECT SECTOR SPDR TR 29,804.0 $1.5M 0.12% -116K -79.6% $49.97 +2.4%
38 SPGI S&P GLOBAL INC Financial Services 3,277.0 $1.4M 0.11% -45.0 -1.4% $425.38 -2.3%
39 WMT WALMART INC Consumer Defensive 11,127.0 $1.4M 0.11% -1K -11.3% $124.28 -4.6%
40 WMB WILLIAMS COS INC Energy 18,762.0 $1.4M 0.11% -1K -6.4% $72.78 +2.2%
Page 2 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%