Managed by United Asset Strategies, Inc. • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | G | $71.1M | 198.9K | 0.00% | — |
| 6 | N NVDA — | $68.4M | 392.5K | 0.00% | — |
| 7 | G | $65M | 207.8K | 0.00% | — |
| 8 | A AAPL — | $62.5M | 229.9K | 0.00% | — |
| 9 | G | $58.7M | 204.2K | 0.00% | — |
| 10 | A AAPL — | $58.2M | 228.7K | 0.00% | — |
| 11 | A AMZN — | $57.8M | 242.3K | 0.00% | — |
| 12 | A AAPL — | $57.6M | 226.9K | 0.00% | — |
| 13 | N NVDA — | $57.3M | 362.5K | 0.00% | — |
| 14 | M MSFT — | $53.3M | 102.9K | 0.00% | — |
| 15 | M MSFT — | $52.3M | 105.1K | 0.00% | — |
| 16 | G | $51.2M | 210.5K | 0.00% | — |
| 17 | A AMZN — | $51M | 221.1K | 0.00% | — |
| 18 | M MSFT — | $50.8M | 105.1K | 0.00% | — |
| 19 | A AMZN — | $50M | 240.2K | 0.00% | — |
| 20 | M MSFT — | $48.8M | 130.7K | 0.00% | — |