UNITED ASSET STRATEGIES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LNT | 77K | $5.17M |
 | AVGO | 76K | $24.99M |
 | JPM | 76K | $23.82M |
 | VTR | 70K | $4.89M |
 | WM | 65K | $14.40M |
 | DIS | 65K | $7.39M |
 | PM | 63K | $10.19M |
 | VZ | 61K | $2.68M |
 | JNJ | 59K | $10.96M |
 | ECL | 56K | $15.24M |
 | CVX | 55K | $8.56M |
 | XOM | 54K | $6.11M |
 | NU | 53K | $841.73K |
 | PYPL | 49K | $3.30M |
 | META | 46K | $33.98M |
 | ADBE | 46K | $16.30M |
 | ETN | 42K | $15.65M |
 | CLX | 41K | $5.08M |
 | MA | 41K | $23.23M |
 | FE | 40K | $1.84M |
Alliant Energy Corporation
LNT
Shares Held
77K
Value
$5.17M
Broadcom Inc.
AVGO
Shares Held
76K
Value
$24.99M
JPMorgan Chase & Co.
JPM
Shares Held
76K
Value
$23.82M
Ventas, Inc.
VTR
Shares Held
70K
Value
$4.89M
Waste Management, Inc.
WM
Shares Held
65K
Value
$14.40M
The Walt Disney Company
DIS
Shares Held
65K
Value
$7.39M
Philip Morris International Inc.
PM
Shares Held
63K
Value
$10.19M
Verizon Communications Inc.
VZ
Shares Held
61K
Value
$2.68M
Johnson & Johnson
JNJ
Shares Held
59K
Value
$10.96M
Ecolab Inc.
ECL
Shares Held
56K
Value
$15.24M
Chevron Corporation
CVX
Shares Held
55K
Value
$8.56M
Exxon Mobil Corporation
XOM
Shares Held
54K
Value
$6.11M
Nu Holdings Ltd.
NU
Shares Held
53K
Value
$841.73K
PayPal Holdings, Inc.
PYPL
Shares Held
49K
Value
$3.30M
Meta Platforms, Inc.
META
Shares Held
46K
Value
$33.98M
Adobe Inc.
ADBE
Shares Held
46K
Value
$16.30M
Eaton Corporation plc
ETN
Shares Held
42K
Value
$15.65M
The Clorox Company
CLX
Shares Held
41K
Value
$5.08M
Mastercard Incorporated
MA
Shares Held
41K
Value
$23.23M
FirstEnergy Corp.
FE
Shares Held
40K
Value
$1.84M