UNITED ASSET STRATEGIES, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 509K | $17.08M |
 | NVDA | 392K | $68.44M |
 | BAC | 336K | $16.39M |
 | AMZN | 240K | $50.02M |
 | AAPL | 227K | $57.60M |
 | MRK | 210K | $25.31M |
 | HUMA | 210K | $127.17K |
 | GOOGL | 204K | $58.72M |
 | SCHW | 197K | $18.48M |
 | EW | 194K | $15.52M |
 | MNST | 153K | $11.06M |
 | SBUX | 143K | $12.83M |
 | O | 143K | $8.75M |
 | AIG | 134K | $10.11M |
 | C | 129K | $14.68M |
 | CL | 126K | $10.77M |
 | NOW | 126K | $13.18M |
 | DUK | 112K | $14.60M |
 | MSFT | 111K | $40.96M |
 | PANW | 106K | $17.06M |
Kinder Morgan, Inc.
KMI
Shares Held
509K
Value
$17.08M
NVIDIA Corporation
NVDA
Shares Held
392K
Value
$68.44M
Bank of America Corporation
BAC
Shares Held
336K
Value
$16.39M
Amazon.com, Inc.
AMZN
Shares Held
240K
Value
$50.02M
Apple Inc.
AAPL
Shares Held
227K
Value
$57.60M
Merck & Co., Inc.
MRK
Shares Held
210K
Value
$25.31M
Humacyte, Inc.
HUMA
Shares Held
210K
Value
$127.17K
Alphabet Inc.
GOOGL
Shares Held
204K
Value
$58.72M
The Charles Schwab Corporation
SCHW
Shares Held
197K
Value
$18.48M
Edwards Lifesciences Corporation
EW
Shares Held
194K
Value
$15.52M
Monster Beverage Corporation
MNST
Shares Held
153K
Value
$11.06M
Starbucks Corporation
SBUX
Shares Held
143K
Value
$12.83M
Realty Income Corporation
O
Shares Held
143K
Value
$8.75M
American International Group, Inc.
AIG
Shares Held
134K
Value
$10.11M
Citigroup Inc.
C
Shares Held
129K
Value
$14.68M
Colgate-Palmolive Company
CL
Shares Held
126K
Value
$10.77M
ServiceNow, Inc.
NOW
Shares Held
126K
Value
$13.18M
Duke Energy Corporation
DUK
Shares Held
112K
Value
$14.60M
Microsoft Corporation
MSFT
Shares Held
111K
Value
$40.96M
Palo Alto Networks, Inc.
PANW
Shares Held
106K
Value
$17.06M