Legal Name: UNITED ASSET STRATEGIES INC.
報告期間:
Jun 30, 2019
有効日:
Jul 31, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
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