
UNITED ASSET STRATEGIES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | KMI | 500K | $14.14M |
![]() | NVDA | 393K | $73.34M |
![]() | BAC | 332K | $17.12M |
![]() | AAPL | 229K | $58.22M |
![]() | AMZN | 221K | $48.61M |
![]() | GOOGL | 210K | $51.17M |
![]() | SCHW | 191K | $18.19M |
![]() | MRK | 190K | $15.97M |
![]() | EW | 189K | $14.72M |
![]() | HUMA | 185K | $321.22K |
![]() | MNST | 155K | $10.46M |
![]() | ETR | 140K | $13.08M |
![]() | SBUX | 136K | $11.50M |
![]() | O | 134K | $8.12M |
![]() | C | 130K | $13.19M |
![]() | AIG | 127K | $9.95M |
![]() | CL | 119K | $9.49M |
![]() | DUK | 108K | $13.31M |
![]() | MSFT | 103K | $53.29M |
![]() | PANW | 96K | $19.52M |

Kinder Morgan, Inc.
KMI
Shares Held
500K
Value
$14.14M

NVIDIA Corporation
NVDA
Shares Held
393K
Value
$73.34M

Bank of America Corporation
BAC
Shares Held
332K
Value
$17.12M

Apple Inc.
AAPL
Shares Held
229K
Value
$58.22M

Amazon.com, Inc.
AMZN
Shares Held
221K
Value
$48.61M

Alphabet Inc.
GOOGL
Shares Held
210K
Value
$51.17M

The Charles Schwab Corporation
SCHW
Shares Held
191K
Value
$18.19M

Merck & Co., Inc.
MRK
Shares Held
190K
Value
$15.97M

Edwards Lifesciences Corporation
EW
Shares Held
189K
Value
$14.72M

Humacyte, Inc.
HUMA
Shares Held
185K
Value
$321.22K

Monster Beverage Corporation
MNST
Shares Held
155K
Value
$10.46M

Entergy Corporation
ETR
Shares Held
140K
Value
$13.08M

Starbucks Corporation
SBUX
Shares Held
136K
Value
$11.50M

Realty Income Corporation
O
Shares Held
134K
Value
$8.12M

Citigroup Inc.
C
Shares Held
130K
Value
$13.19M

American International Group, Inc.
AIG
Shares Held
127K
Value
$9.95M

Colgate-Palmolive Company
CL
Shares Held
119K
Value
$9.49M

Duke Energy Corporation
DUK
Shares Held
108K
Value
$13.31M

Microsoft Corporation
MSFT
Shares Held
103K
Value
$53.29M

Palo Alto Networks, Inc.
PANW
Shares Held
96K
Value
$19.52M
