AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of United Asset Strategies, Inc. SEC 13F Filing
Portfolio Overview
United Asset Strategies, Inc. has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 99.4%, growing from approximately $649.74 million to $1.30 billion. This near-doubling of assets under management (AUM) indicates either significant capital inflows from investors or a strategic reallocation...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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