Avoid Fraud, Get The Facts, And Find The Best
Legal Name: UNITED ASSET STRATEGIES INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 31, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SELECT SECTOR SPDR (81369Y803)
|
209,964 |
$16,386k |
|
SPDR GOLD TR GOLD (78463V107)
|
92,006 |
$12,255k |
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
190,720 |
$11,075k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
391,804 |
$10,814k |
|
MICROSOFT CORP (594918104)
|
80,264 |
$10,752k |
|
ALPHABET INC (02079K305)
|
9,052 |
$9,802k |
|
DISNEY WALT CO (254687106)
|
68,222 |
$9,526k |
|
Apple Inc (037833100)
|
47,475 |
$9,396k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
98,023 |
$9,081k |
|
Amazon.com Inc (023135106)
|
4,495 |
$8,512k |
|
MASTERCARD INC (57636Q104)
|
28,516 |
$7,543k |
|
GENERAL DYNAMICS (369550108)
|
39,479 |
$7,178k |
|
ISHARES (464287234)
|
159,055 |
$6,825k |
|
DOLLAR GEN CORP (256677105)
|
49,560 |
$6,699k |
|
FIRSTENERGY CORP (337932107)
|
151,845 |
$6,500k |
|
PALO ALTO NETWORKS (697435105)
|
31,843 |
$6,488k |
|
HOME DEPOT INC (437076102)
|
31,012 |
$6,450k |
|
CITIGROUP INC (172967424)
|
91,985 |
$6,442k |
|
WASTE MGMT INC DEL (94106L109)
|
54,534 |
$6,292k |
|
COGNIZANT TECH SOLNS (192446102)
|
96,162 |
$6,096k |
|
DOMINION ENERGY INC (25746U109)
|
74,845 |
$5,787k |
|
VERIZON COMMUNICATIONS (92343V104)
|
99,114 |
$5,662k |
|
SELECT SECTOR SPDR (81369Y407)
|
46,787 |
$5,577k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
18,799 |
$5,508k |
|
SPDR SERIES TRUST (78468r663)
|
59,587 |
$5,459k |
|
KLA-TENCOR CORP (482480100)
|
45,190 |
$5,341k |
|
SELECT SECTOR SPDR (81369Y704)
|
65,696 |
$5,086k |
|
BB&T CORPORATION (054937107)
|
102,618 |
$5,042k |
|
JACOBS ENGR GROUP (469814107)
|
58,604 |
$4,946k |
|
AMGEN INC (031162100)
|
26,381 |
$4,861k |
|
PARK HOTELS RESORTS (700517105)
|
171,800 |
$4,735k |
|
BOSTON SCIENTIFIC (101137107)
|
107,095 |
$4,603k |
|
CHENIERE ENERGY INC (16411R208)
|
65,185 |
$4,462k |
|
PFIZER INC (717081103)
|
102,366 |
$4,435k |
|
SPDR SERIES TRUST (78464A730)
|
161,553 |
$4,402k |
|
MONDELEZ INTL INC (609207105)
|
81,190 |
$4,376k |
|
JPMORGAN CHASE & CO (46625H100)
|
37,840 |
$4,231k |
|
BOSTON PROPERTIES INC (101121101)
|
32,615 |
$4,207k |
|
MANAGED PORTFOLIO SER (56167N720)
|
162,265 |
$3,880k |
|
Chevron Corp (166764100)
|
30,581 |
$3,805k |
|
GILEAD SCIENCES INC (375558103)
|
53,527 |
$3,616k |
|
STARBUCKS CORP (855244109)
|
42,919 |
$3,598k |
|
INTEL CORP (458140100)
|
71,743 |
$3,434k |
|
MCKESSON CORP (58155Q103)
|
25,382 |
$3,411k |
|
LABORATORY CORP AMER (50540R409)
|
19,200 |
$3,320k |
|
EVERCORE INC (29977A105)
|
37,232 |
$3,298k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
27,608 |
$3,218k |
|
EXPEDITORS INTL WASH (302130109)
|
41,318 |
$3,134k |
|
AT&T INC (00206R102)
|
87,500 |
$2,932k |
|
SELECT SECTOR SPDR (81369Y506)
|
45,400 |
$2,892k |
|
INTL BUSINESS MCHN (459200101)
|
20,782 |
$2,866k |
|
EMERSON ELEC CO (291011104)
|
42,888 |
$2,862k |
|
MOLSON COORS BREWING CO (60871R209)
|
47,011 |
$2,633k |
|
CAPITAL ONE FINL CO (14040H105)
|
28,290 |
$2,567k |
|
ISHARES (464287630)
|
20,501 |
$2,470k |
|
SPDR SERIES TRUST (78464A854)
|
69,327 |
$2,395k |
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
17,703 |
$2,351k |
|
UNITED TECHNOLOGIES (913017109)
|
17,610 |
$2,293k |
|
CISCO SYSTEMS INC (17275R102)
|
41,190 |
$2,254k |
|
GOLDMAN SACHS GROUP (38141G104)
|
11,017 |
$2,254k |
|
ISHARES (464288877)
|
45,518 |
$2,188k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
160,585 |
$2,168k |
|
PROCTER & GAMBLE CO (742718109)
|
19,722 |
$2,163k |
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
35,620 |
$2,124k |
|
MCDONALDS CORP (580135101)
|
9,574 |
$1,988k |
|
PEPSICO INC (713448108)
|
14,450 |
$1,895k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
191,119 |
$1,883k |
|
Lockheed Martin Corp (539830109)
|
5,119 |
$1,861k |
|
COCA-COLA CO (191216100)
|
36,123 |
$1,839k |
|
GLAXOSMITHKLINE PLC (37733W105)
|
45,462 |
$1,819k |
|
INVESCO EXCHANGE TRADED FD T (46137V100)
|
27,019 |
$1,755k |
|
TEKLA HEALTHCARE INVS (87911J103)
|
84,589 |
$1,699k |
|
ProShares Trust Short S&P500 (74347B425)
|
61,296 |
$1,631k |
|
Exxon Mobil Corp (30231G102)
|
21,167 |
$1,622k |
|
COMCAST CORP (20030N101)
|
37,780 |
$1,597k |
|
COLGATE PALMOLIVE CO (194162103)
|
21,737 |
$1,558k |
|
Facebook Inc (30303M102)
|
7,582 |
$1,463k |
|
JOHNSON CONTROLS INT (G51502105)
|
34,960 |
$1,444k |
|
UNITED PARCEL SERVIC (911312106)
|
13,747 |
$1,420k |
|
ONEOK Inc (682680103)
|
19,340 |
$1,331k |
|
SPDR SERIES TRUST (78464A847)
|
38,561 |
$1,314k |
|
SPDR SERIES TRUST (78464A474)
|
41,682 |
$1,283k |
|
Berkshire Hathaway, Inc. (084670702)
|
5,997 |
$1,278k |
|
Marathon Petroleum Corp (56585A102)
|
22,256 |
$1,244k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
24,135 |
$1,241k |
|
SCHWAB STRATEGIC TR (808524201)
|
17,630 |
$1,237k |
|
S&P WRLD EX US (78463X889)
|
40,869 |
$1,209k |
|
Boeing Co/The (097023105)
|
3,287 |
$1,196k |
|
PAYCHEX INC (704326107)
|
14,460 |
$1,190k |
|
PRUDENTIAL FINL (744320102)
|
10,870 |
$1,098k |
|
INTL FLAVORS & FRAGR (459506101)
|
7,496 |
$1,088k |
|
EATON VANCE (27828Y108)
|
71,769 |
$1,078k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
6,466 |
$1,053k |
|
ISHARES (464288885)
|
12,957 |
$1,046k |
|
VANGUARD INDEX FDS (922908637)
|
7,669 |
$1,033k |
|
NIKE INC (654106103)
|
12,054 |
$1,012k |
|
ISHARES (464287556)
|
8,822 |
$962k |
|
ALTRIA GROUP INC (02209S103)
|
19,749 |
$935k |
|
SPDR SERIES TRUST (78464A870)
|
10,473 |
$919k |
|
FIRST OF LONG ISLAND CORP (320734106)
|
44,037 |
$884k |
|
ORACLE CORP (68389X105)
|
15,261 |
$869k |
|
ISHARES TR (464287838)
|
8,813 |
$837k |
|
CROWN CASTLE INTL (22822V101)
|
6,301 |
$821k |
|
COSTCO WHSL CORP (22160K105)
|
3,090 |
$817k |
|
SELECT SECTOR SPDR TR (81369Y852)
|
16,242 |
$799k |
|
TRAVELERS CO(THE) (89417E109)
|
5,225 |
$781k |
|
CONSOLDTD EDISON INC (209115104)
|
8,656 |
$759k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
4,059 |
$758k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
4,768 |
$750k |
|
JOHNSON & JOHNSON (478160104)
|
5,379 |
$749k |
|
DuPont de Nemours Inc (26614N102)
|
16,183 |
$727k |
|
Alphabet Inc (02079K107)
|
664 |
$718k |
|
KELLOGG CO (487836108)
|
13,321 |
$714k |
|
VENTAS INC (92276F100)
|
10,147 |
$694k |
|
ANNALY CAP MGMT INC (035710409)
|
75,838 |
$692k |
|
TJX COMPANIES INC (872540109)
|
12,989 |
$687k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
15,523 |
$647k |
|
SPDR SERIES TRUST (78464A375)
|
18,397 |
$643k |
|
ISHARES (464287796)
|
18,665 |
$642k |
|
CDW CORP (12514G108)
|
5,740 |
$637k |
|
CF Industries Holdings Inc (125269100)
|
13,606 |
$636k |
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
4,110 |
$611k |
|
ISHARES TR (46434V647)
|
21,833 |
$582k |
|
SCHWAB STRATEGIC T (808524862)
|
11,478 |
$581k |
|
Dow Inc (260557103)
|
4,405 |
$577k |
|
ALEXION PHARMACEUTICALS INC CO (015351109)
|
11,497 |
$567k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
3,972 |
$566k |
|
Applied Materials, Inc. (038222105)
|
7,493 |
$562k |
|
iShares Treasury Floating Rate Bond (46434V860)
|
10,882 |
$547k |
|
NORTHERN TR CORP (665859104)
|
6,060 |
$545k |
|
Bank of America Corp. (060505104)
|
18,690 |
$542k |
|
UNITED AIRLINES HLDG (910047109)
|
6,180 |
$541k |
|
SERVICENOW INC (81762P102)
|
1,893 |
$520k |
|
VISA INC COM CL A (92826C839)
|
2,950 |
$512k |
|
FEDEX CORP (31428X106)
|
2,976 |
$489k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
2,421 |
$486k |
|
SCHWAB STRATEGIC TR (808524805)
|
14,519 |
$466k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
10,903 |
$464k |
|
Netflix Inc (64110L106)
|
1,261 |
$463k |
|
Global X MLP ETF (37950E473)
|
52,045 |
$459k |
|
MURPHY OIL CORP (626717102)
|
18,599 |
$458k |
|
MERCK & CO INC (58933Y105)
|
5,369 |
$450k |
|
CVS HEALTH CORP (126650100)
|
7,981 |
$435k |
|
FOOT LOCKER INC (344849104)
|
10,157 |
$426k |
|
FIRST TR EXCHANGE-TRADED FD (33739E108)
|
21,720 |
$421k |
|
PHILIP MORRIS INTL (718172109)
|
5,087 |
$399k |
|
ISHARES U S ETF TR (46431W507)
|
7,850 |
$395k |
|
OFFICE PROPERTIES INCOME TRUST (67623C109)
|
14,454 |
$380k |
|
SELECT SECTOR SPDR (81369Y100)
|
6,038 |
$353k |
|
EXELON CORP (30161N101)
|
6,680 |
$320k |
|
UNION PAC CORP (907818108)
|
1,865 |
$315k |
|
BP PRUDHOE BAY RTY TR (055630107)
|
20,205 |
$313k |
|
BUCKEYE PARTNERS L P (118230101)
|
7,500 |
$308k |
|
SPDR SERIES TRUST (78464A359)
|
5,760 |
$305k |
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
9,799 |
$300k |
|
ENTERPRISE PRODS (293792107)
|
10,335 |
$298k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,748 |
$292k |
|
3M CO (88579Y101)
|
1,675 |
$290k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
3,300 |
$288k |
|
HONEYWELL INTL INC (438516106)
|
1,532 |
$268k |
|
BIO RAD LABS INC (090572207)
|
850 |
$266k |
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
1,425 |
$248k |
|
MARATHON OIL CORP (565849106)
|
17,210 |
$245k |
|
KINDER MORGAN INC (49456B101)
|
11,535 |
$241k |
|
ISHARES (464288448)
|
7,710 |
$237k |
|
ISHARES TR (464287457)
|
2,768 |
$235k |
|
ISHARES TR (46429B267)
|
8,998 |
$232k |
|
MOODYS CORP (615369105)
|
1,176 |
$230k |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
2,068 |
$228k |
|
ISHARES U (464287739)
|
2,606 |
$228k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
2,004 |
$227k |
|
Caterpillar Inc (149123101)
|
1,661 |
$226k |
|
ISHARES TR EXPANDED TECH (464287515)
|
990 |
$216k |
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
4,814 |
$214k |
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
6,740 |
$202k |
|
GENERAL ELECTRIC CO (369604103)
|
18,314 |
$192k |
|
INVESCO EXCHANGE TRADED FD T (46137V621)
|
10,000 |
$184k |
|
NUVEEN PFD & INCM SECURTIES (67072C105)
|
18,895 |
$180k |
|
LIFETIME BRANDS INC (53222Q103)
|
18,624 |
$176k |
|
FORD MOTOR CO (345370860)
|
12,776 |
$131k |
|
ORCHID IS CAP INC (68571X103)
|
20,219 |
$129k |
|
CENTURYLINK INC (156700106)
|
10,080 |
$119k |
|
AURORA CANNABIS (05156X108)
|
12,915 |
$101k |
|
NEW AGE BEVERAGES CORP (64157V108)
|
16,700 |
$78k |
|
WASHINGTON PRIME GROUP NEW (93964W108)
|
10,000 |
$38k |
|
PRECISION DRILLING CORP (74022D308)
|
19,700 |
$37k |
|
FUELCELL ENERGY INC (35952H601)
|
18,500 |
$3k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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