United Asset Strategies, Inc.

The portfolio is highly diversified, comprising 262 total holdings. Despite the large number of positions, the firm maintains a relatively focused core strategy, with the top 10 positions accounting for approximately 30.7% of the total portfolio value. The average position size in the top 50 is roughly $26 million, suggesting a balanced approach between maintaining meaningful exposure to winners and spreading risk across various asset classes. The inclusion of numerous ETFs alongside individual equities points to a "core and satellite" investment approach, utilizing broad market exposure while targeting specific alpha opportunities through stock selection.

Key Holdings