investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
United Asset Strategies Inc

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.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.