United Asset Strategies
Latest statistics and disclosures from United Asset Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLK, MSFT, AAPL, AMZN, GOOGL, and represent 17.68% of United Asset Strategies's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$36M), GOOGL (+$17M), TER (+$14M), MRVL (+$11M), SPLG (+$9.7M), EFA (+$9.6M), IVE (+$6.7M), RPV (+$6.5M), SCHW (+$5.8M), EFV.
- Started 24 new stock positions in QRVO, SNOW, TDG, USFD, ENPH, ET, JBL, SCHX, ATVI, CRM. IQV, DDOG, UBER, DECK, HCA, INTU, AVGO, COF, NKLA, MULN, MRVL, VLY, TER, FDX.
- Reduced shares in these 10 stocks: GOOG (-$17M), BIL (-$17M), AMAT (-$17M), XLB (-$13M), IWN (-$13M), OEF (-$11M), NVDA (-$9.6M), IWM (-$8.6M), ROP (-$8.3M), SMDV (-$8.1M).
- Sold out of its positions in A, Alkaline Wtr, ADI, ADP, BFTR, LEU, CTVA, F, HUM, IBM. ITA, Mullen Automotiv, OBE, OXSQ, PGR, ROP, KRE, ULTA.
- United Asset Strategies was a net seller of stock by $-27M.
- United Asset Strategies has $802M in assets under management (AUM), dropping by 5.82%.
- Central Index Key (CIK): 0001539948
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Portfolio Holdings for United Asset Strategies
United Asset Strategies holds 230 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr Technology (XLK) | 5.2 | $42M | +687% | 239k | 173.86 |
|
| Microsoft Corporation (MSFT) | 3.8 | $30M | 89k | 340.54 |
|
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| Apple (AAPL) | 3.5 | $28M | 146k | 193.97 |
|
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| Amazon (AMZN) | 2.8 | $23M | 175k | 130.36 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $19M | +903% | 156k | 119.70 |
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| Palo Alto Networks (PANW) | 2.3 | $18M | -17% | 71k | 255.51 |
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| Meta Platforms Cl A (META) | 2.1 | $17M | -8% | 59k | 286.98 |
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| Mastercard Incorporated Cl A (MA) | 2.0 | $16M | 40k | 393.30 |
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| Adobe Systems Incorporated (ADBE) | 1.9 | $15M | 31k | 488.99 |
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| Servicenow (NOW) | 1.9 | $15M | -20% | 27k | 561.98 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $15M | -8% | 102k | 145.44 |
|
| Teradyne (TER) | 1.7 | $14M | NEW | 123k | 111.33 |
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| Cigna Corp (CI) | 1.6 | $13M | +18% | 46k | 280.60 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.6 | $13M | 252k | 50.32 |
|
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| Amgen (AMGN) | 1.5 | $12M | 56k | 222.02 |
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| Starbucks Corporation (SBUX) | 1.5 | $12M | 123k | 99.06 |
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| NVIDIA Corporation (NVDA) | 1.5 | $12M | -44% | 28k | 423.03 |
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| IDEXX Laboratories (IDXX) | 1.5 | $12M | 24k | 502.23 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $12M | 22k | 521.74 |
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| Chevron Corporation (CVX) | 1.4 | $11M | -25% | 72k | 157.35 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $11M | +117% | 190k | 56.68 |
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| Marvell Technology (MRVL) | 1.3 | $11M | NEW | 177k | 59.78 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $10M | 22k | 460.39 |
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| Waste Management (WM) | 1.3 | $10M | 59k | 173.42 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.3 | $10M | +2269% | 194k | 52.11 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $9.9M | +3350% | 136k | 72.50 |
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| Merck & Co (MRK) | 1.2 | $9.8M | 85k | 115.39 |
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| Ecolab (ECL) | 1.2 | $9.7M | 52k | 186.69 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.2 | $9.6M | 210k | 45.99 |
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| Entergy Corporation (ETR) | 1.2 | $9.3M | 95k | 97.37 |
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| Home Depot (HD) | 1.1 | $8.9M | 29k | 310.64 |
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| Expeditors International of Washington (EXPD) | 1.1 | $8.8M | 73k | 121.13 |
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| McKesson Corporation (MCK) | 1.1 | $8.8M | 21k | 427.31 |
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| Kinder Morgan (KMI) | 1.1 | $8.5M | 496k | 17.22 |
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| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 1.0 | $8.2M | 95k | 86.04 |
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| American Intl Group Com New (AIG) | 1.0 | $7.7M | 134k | 57.54 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.9 | $7.5M | +850% | 47k | 161.19 |
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| Medtronic SHS (MDT) | 0.9 | $7.3M | +2% | 83k | 88.10 |
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| Monster Beverage Corp (MNST) | 0.9 | $7.1M | 124k | 57.44 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.8 | $6.7M | +2421% | 87k | 77.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $6.5M | 37k | 178.27 |
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| Philip Morris International (PM) | 0.8 | $6.4M | +4% | 66k | 97.62 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.7 | $5.6M | -70% | 68k | 82.87 |
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| Dollar General (DG) | 0.7 | $5.6M | +3% | 33k | 169.78 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $5.5M | -3% | 12k | 443.26 |
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| Metropcs Communications (TMUS) | 0.6 | $5.2M | -37% | 37k | 138.90 |
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| McDonald's Corporation (MCD) | 0.6 | $5.0M | 17k | 298.41 |
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| Lauder Estee Cos Cl A (EL) | 0.6 | $4.9M | 25k | 196.38 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $4.8M | -73% | 34k | 140.80 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $4.6M | -36% | 53k | 86.54 |
|
| Synchrony Financial (SYF) | 0.6 | $4.5M | 132k | 33.92 |
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| Clorox Company (CLX) | 0.5 | $4.2M | 27k | 159.04 |
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| Honeywell International (HON) | 0.5 | $4.2M | 20k | 207.50 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $4.1M | +361% | 83k | 48.94 |
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| Alliant Energy Corporation (LNT) | 0.5 | $4.0M | 77k | 52.48 |
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| Select Sector Spdr Tr Communication (XLC) | 0.5 | $3.9M | +73% | 60k | 65.08 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $3.9M | -41% | 29k | 132.73 |
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| Pfizer (PFE) | 0.5 | $3.8M | +5% | 103k | 36.68 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $3.7M | -7% | 111k | 33.71 |
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| United Parcel Service CL B (UPS) | 0.5 | $3.6M | +16% | 20k | 179.25 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.4 | $3.6M | +94% | 33k | 107.32 |
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| Verizon Communications (VZ) | 0.4 | $3.3M | 89k | 37.19 |
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| Procter & Gamble Company (PG) | 0.4 | $2.8M | -6% | 19k | 151.74 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.8M | +4% | 9.0k | 308.58 |
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| Paypal Holdings (PYPL) | 0.3 | $2.8M | +121% | 42k | 66.73 |
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| Tesla Motors (TSLA) | 0.3 | $2.7M | +15% | 10k | 261.76 |
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| Pepsi (PEP) | 0.3 | $2.6M | -16% | 14k | 185.22 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.6M | +45% | 5.6k | 468.99 |
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| Visa Com Cl A (V) | 0.3 | $2.6M | +102% | 11k | 237.47 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.6M | -26% | 24k | 107.25 |
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| Zimmer Holdings (ZBH) | 0.3 | $2.5M | 17k | 145.60 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $2.5M | +148% | 14k | 180.02 |
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| Linde SHS (LIN) | 0.3 | $2.4M | 6.4k | 381.10 |
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| Johnson Ctls Intl SHS (JCI) | 0.3 | $2.4M | 35k | 68.14 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $2.3M | -41% | 14k | 169.81 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.3M | 24k | 97.96 |
|
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $2.3M | 50k | 45.89 |
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| Williams Companies (WMB) | 0.3 | $2.2M | 69k | 32.63 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $2.2M | 54k | 41.55 |
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| Gilead Sciences (GILD) | 0.3 | $2.2M | 29k | 77.07 |
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| Microchip Technology (MCHP) | 0.3 | $2.2M | +41% | 24k | 89.59 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.1M | +11% | 26k | 81.17 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.3 | $2.1M | +1591% | 150k | 13.88 |
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| Jacobs Engineering Group (J) | 0.3 | $2.1M | 17k | 118.89 |
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| Wells Fargo & Company (WFC) | 0.3 | $2.0M | 48k | 42.68 |
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| Walt Disney Company (DIS) | 0.3 | $2.0M | -31% | 23k | 89.28 |
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| Ventas (VTR) | 0.3 | $2.0M | +2% | 43k | 47.27 |
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| Cisco Systems (CSCO) | 0.3 | $2.0M | +6% | 39k | 51.74 |
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| Morgan Stanley Com New (MS) | 0.2 | $2.0M | 23k | 85.40 |
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| Kellogg Company (K) | 0.2 | $2.0M | 29k | 67.40 |
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| Caterpillar (CAT) | 0.2 | $1.9M | 7.7k | 246.04 |
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| Illinois Tool Works (ITW) | 0.2 | $1.9M | +6% | 7.4k | 250.17 |
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| Coca-Cola Company (KO) | 0.2 | $1.9M | -3% | 31k | 60.22 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.8M | +47% | 25k | 74.17 |
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| Qualcomm (QCOM) | 0.2 | $1.8M | +39% | 16k | 119.04 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.8M | +8% | 5.3k | 341.00 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $1.8M | +178% | 19k | 96.60 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.8M | -5% | 18k | 97.95 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.7M | +90% | 46k | 36.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | -91% | 14k | 120.97 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.2 | $1.6M | -2% | 62k | 26.55 |
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| Abbvie (ABBV) | 0.2 | $1.6M | -27% | 12k | 134.73 |
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| Nextera Energy (NEE) | 0.2 | $1.6M | 22k | 74.20 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.6M | +175% | 49k | 32.54 |
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| Air Products & Chemicals (APD) | 0.2 | $1.6M | +9% | 5.3k | 299.55 |
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| Oracle Corporation (ORCL) | 0.2 | $1.6M | 13k | 119.09 |
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| Paychex (PAYX) | 0.2 | $1.5M | -12% | 14k | 111.87 |
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| FirstEnergy (FE) | 0.2 | $1.5M | +13% | 39k | 38.88 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.5M | 4.1k | 369.42 |
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| American Express Company (AXP) | 0.2 | $1.5M | 8.6k | 174.20 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $1.5M | NEW | 2.8k | 527.66 |
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| Jabil Circuit (JBL) | 0.2 | $1.5M | NEW | 14k | 107.93 |
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| Fortinet (FTNT) | 0.2 | $1.4M | -15% | 19k | 75.59 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.4M | -21% | 8.5k | 165.52 |
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| Synopsys (SNPS) | 0.2 | $1.4M | -20% | 3.2k | 435.34 |
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| Us Foods Hldg Corp call (USFD) | 0.2 | $1.4M | NEW | 32k | 44.00 |
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| Brown Forman Corp CL B (BF.B) | 0.2 | $1.4M | +11% | 21k | 66.78 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.4M | -2% | 7.6k | 183.68 |
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| KBR (KBR) | 0.2 | $1.4M | -2% | 21k | 65.06 |
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| T. Rowe Price (TROW) | 0.2 | $1.4M | +14% | 12k | 112.02 |
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| Qorvo (QRVO) | 0.2 | $1.4M | NEW | 13k | 102.03 |
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| Cadence Design Systems (CDNS) | 0.2 | $1.4M | -16% | 5.8k | 234.52 |
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| Booking Holdings (BKNG) | 0.2 | $1.4M | -12% | 503.00 | 2700.33 |
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| Nucor Corporation (NUE) | 0.2 | $1.3M | -7% | 8.2k | 163.98 |
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| BorgWarner (BWA) | 0.2 | $1.3M | 27k | 48.91 |
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| Cintas Corporation (CTAS) | 0.2 | $1.3M | 2.7k | 497.16 |
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| Iqvia Holdings (IQV) | 0.2 | $1.3M | NEW | 5.9k | 224.77 |
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| Ptc (PTC) | 0.2 | $1.3M | 8.9k | 142.30 |
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| Charter Communications Inc N Cl A (CHTR) | 0.1 | $1.2M | +6% | 3.2k | 367.37 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.2M | -22% | 25k | 47.42 |
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| Autodesk (ADSK) | 0.1 | $1.1M | 5.5k | 204.61 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.1M | +71% | 12k | 95.41 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | +46% | 6.9k | 157.18 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | 2.0k | 538.50 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | -93% | 7.4k | 144.55 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.0M | +9% | 13k | 81.08 |
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| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $977k | 29k | 33.47 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $943k | +31% | 13k | 72.94 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $897k | +3% | 11k | 85.44 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $856k | +4% | 9.1k | 94.35 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $848k | +180% | 4.2k | 202.70 |
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| Lowe's Companies (LOW) | 0.1 | $838k | +7% | 3.7k | 225.71 |
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| Nike CL B (NKE) | 0.1 | $816k | +21% | 7.4k | 110.37 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $814k | +62% | 18k | 45.98 |
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| S&p Global (SPGI) | 0.1 | $777k | -15% | 1.9k | 400.92 |
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| Colgate-Palmolive Company (CL) | 0.1 | $770k | 10k | 77.04 |
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| Boeing Company (BA) | 0.1 | $747k | +14% | 3.5k | 211.15 |
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| Pentair SHS (PNR) | 0.1 | $734k | +4% | 11k | 64.60 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $714k | -95% | 7.8k | 91.82 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $711k | 2.9k | 243.71 |
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| Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.1 | $698k | +3% | 28k | 24.65 |
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| Broadcom (AVGO) | 0.1 | $671k | NEW | 774.00 | 867.43 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $657k | +273% | 6.1k | 106.97 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $651k | +410% | 6.7k | 97.60 |
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| Intuit (INTU) | 0.1 | $642k | NEW | 1.4k | 458.19 |
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| Emerson Electric (EMR) | 0.1 | $634k | +3% | 7.0k | 90.39 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $629k | NEW | 3.8k | 167.48 |
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| MetLife (MET) | 0.1 | $624k | +3% | 11k | 56.53 |
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| Datadog Cl A Com (DDOG) | 0.1 | $617k | NEW | 6.3k | 98.38 |
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| A. O. Smith Corporation (AOS) | 0.1 | $609k | 8.4k | 72.78 |
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| Nordson Corporation (NDSN) | 0.1 | $607k | +4% | 2.4k | 248.18 |
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| Chubb (CB) | 0.1 | $593k | +3% | 3.1k | 192.56 |
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| EOG Resources (EOG) | 0.1 | $591k | +20% | 5.2k | 114.43 |
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| Becton, Dickinson and (BDX) | 0.1 | $575k | +2% | 2.2k | 264.06 |
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| General Dynamics Corporation (GD) | 0.1 | $571k | -4% | 2.7k | 215.15 |
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| Enterprise Products Partners (EPD) | 0.1 | $564k | 21k | 26.35 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $552k | -93% | 9.3k | 59.14 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $549k | -87% | 8.4k | 65.44 |
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| At&t (T) | 0.1 | $540k | 34k | 15.95 |
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| Humacyte (HUMA) | 0.1 | $526k | +212% | 184k | 2.86 |
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| Consolidated Edison (ED) | 0.1 | $521k | +11% | 5.8k | 90.40 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $508k | -11% | 10k | 50.82 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $508k | +2% | 13k | 40.00 |
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| Realty Income (O) | 0.1 | $503k | +3% | 8.4k | 59.79 |
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| Genuine Parts Company (GPC) | 0.1 | $501k | +3% | 3.0k | 169.23 |
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| Ball Corporation (BALL) | 0.1 | $487k | +3% | 8.4k | 58.21 |
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| Mosaic (MOS) | 0.1 | $476k | +52% | 14k | 35.00 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $468k | -6% | 22k | 21.04 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $460k | -86% | 4.5k | 102.94 |
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| Activision Blizzard (ATVI) | 0.1 | $454k | NEW | 5.4k | 84.30 |
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| Rollins (ROL) | 0.1 | $434k | +4% | 10k | 42.83 |
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| Albemarle Corporation (ALB) | 0.1 | $425k | +47% | 1.9k | 223.10 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $415k | +45% | 5.7k | 72.63 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $411k | -5% | 1.8k | 231.77 |
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| Crown Castle Intl (CCI) | 0.1 | $411k | +5% | 3.6k | 113.95 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $407k | -47% | 11k | 38.84 |
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| Netflix (NFLX) | 0.0 | $389k | 883.00 | 440.49 |
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| Dominion Resources (D) | 0.0 | $386k | +8% | 7.5k | 51.79 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $379k | -77% | 11k | 34.38 |
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| salesforce (CRM) | 0.0 | $373k | NEW | 1.8k | 211.26 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $370k | -23% | 4.8k | 77.42 |
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| American Electric Power Company (AEP) | 0.0 | $342k | 4.1k | 84.19 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $340k | -96% | 1.6k | 207.06 |
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| 3M Company (MMM) | 0.0 | $329k | -40% | 3.3k | 100.09 |
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| Vmware Cl A Com (VMW) | 0.0 | $326k | -17% | 2.3k | 143.69 |
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| Aptar (ATR) | 0.0 | $319k | 2.8k | 115.86 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $310k | 6.0k | 51.70 |
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| Hca Holdings (HCA) | 0.0 | $308k | NEW | 1.0k | 303.48 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $302k | -65% | 2.0k | 152.25 |
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| CVS Caremark Corporation (CVS) | 0.0 | $292k | -34% | 4.2k | 69.13 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $281k | -15% | 3.9k | 72.93 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $278k | 2.6k | 106.05 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $276k | 1.2k | 235.48 |
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| Intel Corporation (INTC) | 0.0 | $273k | +4% | 8.2k | 33.44 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $260k | -96% | 3.1k | 84.47 |
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| Union Pacific Corporation (UNP) | 0.0 | $254k | -6% | 1.2k | 204.62 |
|
| BP Sponsored Adr (BP) | 0.0 | $252k | 7.2k | 35.29 |
|
|
| Uber Technologies (UBER) | 0.0 | $250k | NEW | 5.8k | 43.17 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $245k | -97% | 1.3k | 187.21 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $236k | NEW | 264.00 | 894.94 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $225k | 3.1k | 71.42 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $223k | NEW | 1.3k | 175.98 |
|
| Capital One Financial (COF) | 0.0 | $219k | NEW | 2.0k | 109.37 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $218k | NEW | 4.2k | 52.37 |
|
| MercadoLibre (MELI) | 0.0 | $216k | 182.00 | 1184.60 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $212k | -63% | 1.5k | 142.10 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $211k | 9.2k | 23.02 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $211k | 2.9k | 72.03 |
|
|
| Deere & Company (DE) | 0.0 | $210k | 517.00 | 405.19 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $206k | 2.3k | 89.74 |
|
|
| FedEx Corporation (FDX) | 0.0 | $202k | NEW | 815.00 | 247.95 |
|
| Valley National Ban (VLY) | 0.0 | $177k | NEW | 23k | 7.75 |
|
| Ree Automotive Class A Ord Shs (REE) | 0.0 | $152k | +100% | 400k | 0.38 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $129k | NEW | 10k | 12.70 |
|
| Nikola Corp (NKLA) | 0.0 | $32k | NEW | 23k | 1.38 |
|
| Dermtech Ord ord (DMTK) | 0.0 | $26k | -2% | 10k | 2.60 |
|
| Meta Materials (MMAT) | 0.0 | $17k | +9% | 80k | 0.22 |
|
| Enservco Corp Com New (ENSV) | 0.0 | $15k | 48k | 0.32 |
|
|
| Nrx Pharmaceuticals (NRXP) | 0.0 | $8.8k | 18k | 0.48 |
|
|
| Mullen Automotive (MULN) | 0.0 | $3.2k | NEW | 30k | 0.11 |
|
Past Filings by United Asset Strategies
SEC 13F filings are viewable for United Asset Strategies going back to 2012
- United Asset Strategies 2023 Q2 filed July 25, 2023
- United Asset Strategies 2023 Q1 restated filed July 25, 2023
- United Asset Strategies 2023 Q1 filed April 25, 2023
- United Asset Strategies 2022 Q4 filed Jan. 26, 2023
- United Asset Strategies 2022 Q3 filed Oct. 24, 2022
- United Asset Strategies 2022 Q2 filed Aug. 15, 2022
- United Asset Strategies 2022 Q1 filed April 29, 2022
- United Asset Strategies 2021 Q4 filed Jan. 31, 2022
- United Asset Strategies 2021 Q3 filed Oct. 21, 2021
- United Asset Strategies 2021 Q2 filed July 19, 2021
- United Asset Strategies 2021 Q1 filed April 27, 2021
- United Asset Strategies 2020 Q4 filed Feb. 5, 2021
- United Asset Strategies 2020 Q3 filed Nov. 3, 2020
- United Asset Strategies 2020 Q2 filed Aug. 3, 2020
- United Asset Strategies 2020 Q1 filed May 8, 2020
- United Asset Strategies 2019 Q4 filed Feb. 12, 2020