United Asset Strategies
Latest statistics and disclosures from United Asset Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLK, MSFT, USFR, AMZN, NVDA, and represent 16.77% of United Asset Strategies's stock portfolio.
- Added to shares of these 10 stocks: SPSM (+$18M), USFR (+$18M), EW (+$14M), SNPS (+$12M), CL (+$8.1M), RTX, BDX, IWN, MDT, VZ.
- Started 17 new stock positions in ESML, DVY, XHB, XMHQ, NXT, RTX, VRTX, XRT, UBER, QCLN. VOO, AEP, MPC, CAH, NYCB, NFLX, XBI.
- Reduced shares in these 10 stocks: IDXX (-$12M), PANW (-$7.0M), IHI (-$5.8M), NOW (-$5.0M), PPA, XLC, XLF, EL, ADBE, VMBS.
- Sold out of its positions in AMLP, BF.B, Etf Managers Tr purefunds ise mo, ET, HCA, IVV, IJR, IHI, JMBS, TPYP. Meta Materials, PSK, XME, BIL, SKX, VGT, VTV, ZTS.
- United Asset Strategies was a net buyer of stock by $37M.
- United Asset Strategies has $1.0B in assets under management (AUM), dropping by 12.48%.
- Central Index Key (CIK): 0001539948
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Portfolio Holdings for United Asset Strategies
United Asset Strategies holds 234 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr Technology (XLK) | 4.2 | $42M | -2% | 201k | 208.27 |
|
| Microsoft Corporation (MSFT) | 3.7 | $37M | 88k | 420.72 |
|
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.3 | $33M | +112% | 662k | 50.29 |
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| Amazon (AMZN) | 2.9 | $29M | 162k | 180.38 |
|
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| NVIDIA Corporation (NVDA) | 2.6 | $26M | -2% | 29k | 903.58 |
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| Apple (AAPL) | 2.6 | $26M | -2% | 151k | 171.48 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $24M | 158k | 150.93 |
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| Meta Platforms Cl A (META) | 2.2 | $22M | -6% | 45k | 485.58 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $19M | -2% | 95k | 200.30 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.8 | $18M | +4055% | 426k | 43.04 |
|
| Mastercard Incorporated Cl A (MA) | 1.7 | $17M | +2% | 35k | 481.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.7 | $17M | 82k | 205.72 |
|
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| Cigna Corp (CI) | 1.7 | $17M | 46k | 363.19 |
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| Servicenow (NOW) | 1.5 | $15M | -24% | 20k | 762.42 |
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| Entergy Corporation (ETR) | 1.5 | $15M | +3% | 139k | 105.68 |
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| Ecolab (ECL) | 1.4 | $15M | 63k | 230.90 |
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| Teradyne (TER) | 1.4 | $14M | 128k | 112.83 |
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| Edwards Lifesciences (EW) | 1.4 | $14M | +1549% | 151k | 95.56 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $14M | +4% | 24k | 581.22 |
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| Marvell Technology (MRVL) | 1.4 | $14M | +3% | 193k | 70.88 |
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| Synopsys (SNPS) | 1.4 | $14M | +715% | 24k | 571.51 |
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| Bank of America Corporation (BAC) | 1.4 | $14M | +9% | 357k | 37.92 |
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| Waste Management (WM) | 1.3 | $13M | 61k | 213.15 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $13M | -5% | 179k | 72.34 |
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| Chevron Corporation (CVX) | 1.3 | $13M | +10% | 82k | 157.74 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.3 | $13M | 207k | 61.53 |
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| Parker-Hannifin Corporation (PH) | 1.3 | $13M | +2% | 23k | 555.80 |
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| Palo Alto Networks (PANW) | 1.2 | $12M | -36% | 43k | 284.13 |
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| Adobe Systems Incorporated (ADBE) | 1.2 | $12M | -19% | 24k | 504.60 |
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| Merck & Co (MRK) | 1.2 | $12M | -3% | 90k | 131.95 |
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| Starbucks Corporation (SBUX) | 1.2 | $12M | -5% | 129k | 91.39 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $11M | +7% | 25k | 454.87 |
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| Home Depot (HD) | 1.1 | $11M | 29k | 383.60 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $11M | +2% | 138k | 79.86 |
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| McKesson Corporation (MCK) | 1.1 | $11M | 20k | 536.84 |
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| Amgen (AMGN) | 1.0 | $11M | +3% | 37k | 284.32 |
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| American Intl Group Com New (AIG) | 1.0 | $10M | 129k | 78.17 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.0 | $9.9M | -20% | 217k | 45.61 |
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| Colgate-Palmolive Company (CL) | 0.9 | $9.2M | +744% | 102k | 90.05 |
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| Kinder Morgan (KMI) | 0.9 | $9.1M | +9% | 494k | 18.34 |
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| Monster Beverage Corp (MNST) | 0.9 | $8.6M | +12% | 145k | 59.28 |
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| Medtronic SHS (MDT) | 0.8 | $8.3M | +32% | 95k | 87.15 |
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| Metropcs Communications (TMUS) | 0.8 | $7.8M | 48k | 163.22 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.8 | $7.6M | +8% | 49k | 154.93 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $7.4M | -4% | 40k | 186.81 |
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| Select Sector Spdr Tr Financial (XLF) | 0.7 | $7.3M | -32% | 172k | 42.12 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $7.1M | -23% | 93k | 76.36 |
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| Philip Morris International (PM) | 0.7 | $7.0M | +7% | 77k | 91.62 |
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| Walt Disney Company (DIS) | 0.7 | $6.9M | 57k | 122.36 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $6.8M | +4% | 58k | 116.24 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.6 | $6.2M | 67k | 92.89 |
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| Synchrony Financial (SYF) | 0.6 | $5.8M | 134k | 43.12 |
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| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.6 | $5.7M | -3% | 94k | 60.89 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $5.1M | -7% | 9.8k | 523.07 |
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| Realty Income (O) | 0.5 | $5.1M | +13% | 94k | 54.10 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.5 | $5.1M | +4% | 57k | 88.44 |
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| Clorox Company (CLX) | 0.5 | $4.9M | 32k | 153.11 |
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| Becton, Dickinson and (BDX) | 0.5 | $4.8M | +784% | 19k | 247.45 |
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| Jacobs Engineering Group (J) | 0.4 | $4.4M | -4% | 29k | 153.73 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $4.3M | NEW | 45k | 97.53 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $4.1M | +102% | 26k | 158.81 |
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| Eli Lilly & Co. (LLY) | 0.4 | $4.0M | +3% | 5.1k | 778.01 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $3.9M | -11% | 26k | 147.73 |
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| Honeywell International (HON) | 0.4 | $3.8M | +2% | 18k | 205.25 |
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| Alliant Energy Corporation (LNT) | 0.4 | $3.6M | +4% | 71k | 50.40 |
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| Gilead Sciences (GILD) | 0.3 | $3.5M | 47k | 73.25 |
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| Visa Com Cl A (V) | 0.3 | $3.1M | -2% | 11k | 279.07 |
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| Williams Companies (WMB) | 0.3 | $3.1M | 80k | 38.97 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $3.0M | -15% | 24k | 125.96 |
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| Procter & Gamble Company (PG) | 0.3 | $3.0M | -11% | 18k | 162.25 |
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| Qualcomm (QCOM) | 0.3 | $2.9M | +3% | 17k | 169.30 |
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| United Parcel Service CL B (UPS) | 0.3 | $2.9M | +3% | 19k | 148.63 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.8M | 28k | 97.94 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $2.8M | +23% | 52k | 53.34 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.6M | -19% | 28k | 94.41 |
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| Nike CL B (NKE) | 0.3 | $2.6M | +237% | 28k | 93.98 |
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| Abbvie (ABBV) | 0.3 | $2.6M | +2% | 14k | 182.10 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $2.6M | 60k | 43.35 |
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| Linde SHS (LIN) | 0.3 | $2.6M | -2% | 5.5k | 464.32 |
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| Verizon Communications (VZ) | 0.2 | $2.5M | +317% | 59k | 41.96 |
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| McDonald's Corporation (MCD) | 0.2 | $2.4M | -9% | 8.6k | 281.93 |
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| Paypal Holdings (PYPL) | 0.2 | $2.4M | +26% | 36k | 66.99 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.4M | -2% | 41k | 57.96 |
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| Illinois Tool Works (ITW) | 0.2 | $2.3M | +5% | 8.6k | 268.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.2M | +8% | 5.3k | 420.52 |
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| Coca-Cola Company (KO) | 0.2 | $2.2M | +7% | 36k | 61.18 |
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| Cisco Systems (CSCO) | 0.2 | $2.2M | +10% | 44k | 49.91 |
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| Pepsi (PEP) | 0.2 | $2.2M | -4% | 13k | 175.01 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $2.2M | -65% | 27k | 81.66 |
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| salesforce (CRM) | 0.2 | $2.2M | 7.2k | 301.18 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.2 | $2.1M | 81k | 26.55 |
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| Kkr & Co (KKR) | 0.2 | $2.1M | -4% | 21k | 100.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.1M | -4% | 14k | 152.26 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $2.0M | +9% | 31k | 65.32 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $2.0M | 37k | 54.40 |
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| Paychex (PAYX) | 0.2 | $2.0M | +7% | 16k | 122.80 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $2.0M | -7% | 11k | 183.89 |
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| Lowe's Companies (LOW) | 0.2 | $1.9M | +14% | 7.6k | 254.74 |
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| Cintas Corporation (CTAS) | 0.2 | $1.9M | 2.8k | 686.98 |
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| Zimmer Holdings (ZBH) | 0.2 | $1.9M | +4% | 14k | 131.98 |
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| Cadence Design Systems (CDNS) | 0.2 | $1.9M | 6.0k | 311.23 |
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| Nucor Corporation (NUE) | 0.2 | $1.8M | +3% | 9.2k | 197.91 |
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| Us Foods Hldg Corp call (USFD) | 0.2 | $1.8M | 34k | 53.97 |
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| Booking Holdings (BKNG) | 0.2 | $1.8M | 489.00 | 3628.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.7M | -5% | 3.9k | 443.94 |
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| Tesla Motors (TSLA) | 0.2 | $1.7M | 9.9k | 175.80 |
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| Ventas (VTR) | 0.2 | $1.7M | +5% | 39k | 43.54 |
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| Fortinet (FTNT) | 0.2 | $1.7M | +2% | 25k | 68.31 |
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| Oracle Corporation (ORCL) | 0.2 | $1.7M | -12% | 13k | 125.61 |
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| FirstEnergy (FE) | 0.2 | $1.7M | +7% | 43k | 38.62 |
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| O'reilly Automotive (ORLY) | 0.2 | $1.7M | +2% | 1.5k | 1128.88 |
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| Qorvo (QRVO) | 0.2 | $1.7M | +2% | 14k | 114.83 |
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| Applied Materials (AMAT) | 0.2 | $1.6M | +2% | 7.9k | 206.23 |
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| Ptc (PTC) | 0.2 | $1.6M | -7% | 8.6k | 188.94 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.6M | -15% | 6.4k | 252.32 |
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| Cardinal Health (CAH) | 0.2 | $1.6M | NEW | 14k | 111.90 |
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| Autodesk (ADSK) | 0.2 | $1.6M | 6.0k | 260.42 |
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| Air Products & Chemicals (APD) | 0.2 | $1.6M | +10% | 6.4k | 242.28 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | 2.1k | 732.56 |
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| Workday Cl A (WDAY) | 0.2 | $1.5M | +2% | 5.6k | 272.75 |
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| Nextracker Class A Com (NXT) | 0.2 | $1.5M | NEW | 27k | 56.27 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $1.5M | +3% | 9.8k | 148.49 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.5M | +4% | 9.2k | 158.18 |
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| Jabil Circuit (JBL) | 0.1 | $1.4M | +4% | 11k | 133.96 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | +213% | 24k | 60.17 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.4M | 15k | 94.66 |
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| Dynatrace Com New (DT) | 0.1 | $1.4M | +3% | 29k | 46.44 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.3M | +3% | 13k | 103.80 |
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| Broadcom (AVGO) | 0.1 | $1.3M | +16% | 990.00 | 1325.48 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.3M | -89% | 2.4k | 539.93 |
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| Nextera Energy (NEE) | 0.1 | $1.3M | -7% | 20k | 63.91 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | +14% | 7.4k | 174.21 |
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| American Express Company (AXP) | 0.1 | $1.2M | -44% | 5.2k | 227.68 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | +7% | 3.4k | 346.58 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $1.2M | +3% | 11k | 108.05 |
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| T. Rowe Price (TROW) | 0.1 | $1.2M | +14% | 9.5k | 121.92 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | +7% | 16k | 70.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.1M | 26k | 42.01 |
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| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $1.1M | +5% | 36k | 30.33 |
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| Copart (CPRT) | 0.1 | $1.1M | +8% | 18k | 57.92 |
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| Pentair SHS (PNR) | 0.1 | $1.1M | 12k | 85.44 |
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| Intuit (INTU) | 0.1 | $1.0M | +8% | 1.6k | 650.02 |
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| Fidelity National Information Services (FIS) | 0.1 | $1.0M | +6% | 14k | 74.18 |
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| Datadog Cl A Com (DDOG) | 0.1 | $1.0M | +13% | 8.1k | 123.60 |
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| S&p Global (SPGI) | 0.1 | $979k | +8% | 2.3k | 425.48 |
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| Emerson Electric (EMR) | 0.1 | $961k | +2% | 8.5k | 113.42 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $960k | -77% | 6.2k | 154.16 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $936k | NEW | 8.5k | 110.05 |
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| MetLife (MET) | 0.1 | $915k | 12k | 74.11 |
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| Chubb (CB) | 0.1 | $912k | +3% | 3.5k | 259.17 |
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| Caterpillar (CAT) | 0.1 | $909k | -10% | 2.5k | 366.48 |
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| A. O. Smith Corporation (AOS) | 0.1 | $909k | 10k | 89.46 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $908k | -30% | 25k | 35.84 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $904k | +12% | 12k | 76.14 |
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| Microchip Technology (MCHP) | 0.1 | $890k | +10% | 9.9k | 89.71 |
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| Dominion Resources (D) | 0.1 | $887k | +107% | 18k | 49.19 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $858k | 3.1k | 274.99 |
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| General Dynamics Corporation (GD) | 0.1 | $844k | -7% | 3.0k | 282.49 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.1 | $842k | NEW | 7.5k | 111.59 |
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| Pfizer (PFE) | 0.1 | $841k | -37% | 30k | 27.75 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $829k | -3% | 2.9k | 288.01 |
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| Nordson Corporation (NDSN) | 0.1 | $812k | +11% | 3.0k | 274.56 |
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| EOG Resources (EOG) | 0.1 | $802k | +14% | 6.3k | 127.84 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $800k | +5% | 13k | 64.01 |
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| CVS Caremark Corporation (CVS) | 0.1 | $793k | +4% | 9.9k | 79.76 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $792k | +3% | 8.0k | 99.43 |
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| 3M Company (MMM) | 0.1 | $790k | +24% | 7.4k | 106.07 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $771k | NEW | 8.1k | 94.89 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $770k | 9.4k | 81.78 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $768k | +2% | 6.3k | 120.98 |
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| Netflix (NFLX) | 0.1 | $762k | NEW | 1.3k | 607.33 |
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| Genuine Parts Company (GPC) | 0.1 | $759k | +20% | 4.9k | 154.92 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $748k | -3% | 3.1k | 239.77 |
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| Spdr Ser Tr S&p Retail Etf (XRT) | 0.1 | $745k | NEW | 9.4k | 78.99 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $715k | +336% | 8.4k | 85.27 |
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| Humacyte (HUMA) | 0.1 | $689k | 222k | 3.11 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $686k | +4% | 13k | 51.06 |
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| Keurig Dr Pepper (KDP) | 0.1 | $664k | +11% | 22k | 30.67 |
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| Boeing Company (BA) | 0.1 | $656k | -3% | 3.4k | 192.99 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $644k | 6.8k | 94.62 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $638k | -71% | 9.7k | 65.65 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $615k | NEW | 1.5k | 418.01 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $607k | +3% | 13k | 47.02 |
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| Crown Castle Intl (CCI) | 0.1 | $559k | +5% | 5.3k | 105.84 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $555k | 11k | 53.10 |
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| Consolidated Edison (ED) | 0.1 | $540k | 6.0k | 90.82 |
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| Enterprise Products Partners (EPD) | 0.1 | $509k | -24% | 17k | 29.18 |
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| Advanced Micro Devices (AMD) | 0.0 | $501k | +3% | 2.8k | 180.49 |
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| Albemarle Corporation (ALB) | 0.0 | $483k | +11% | 3.7k | 131.75 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $467k | +6% | 9.5k | 49.16 |
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| International Business Machines (IBM) | 0.0 | $461k | 2.4k | 190.93 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $457k | +16% | 2.1k | 216.72 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $440k | 4.7k | 93.84 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $407k | 1.6k | 247.41 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $395k | -14% | 10k | 39.53 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $366k | 6.0k | 61.05 |
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| American Electric Power Company (AEP) | 0.0 | $348k | NEW | 4.0k | 86.10 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $325k | 264.00 | 1232.66 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $325k | +11% | 4.1k | 79.91 |
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| Intel Corporation (INTC) | 0.0 | $305k | -3% | 6.9k | 44.17 |
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| Hartford Financial Services (HIG) | 0.0 | $302k | +4% | 2.9k | 103.05 |
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| Deckers Outdoor Corporation (DECK) | 0.0 | $300k | -5% | 319.00 | 941.26 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $299k | NEW | 7.4k | 40.27 |
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| Capital One Financial (COF) | 0.0 | $298k | 2.0k | 148.89 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $294k | -71% | 1.4k | 210.30 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $283k | -8% | 2.3k | 120.97 |
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| FedEx Corporation (FDX) | 0.0 | $280k | +14% | 967.00 | 289.80 |
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| BP Sponsored Adr (BP) | 0.0 | $269k | 7.2k | 37.68 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $261k | -18% | 7.2k | 36.19 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $260k | 9.2k | 28.34 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $253k | 1.0k | 245.93 |
|
|
| Aptar (ATR) | 0.0 | $252k | -36% | 1.8k | 143.89 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $248k | -26% | 1.1k | 224.99 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $246k | NEW | 511.00 | 480.70 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $243k | 4.4k | 54.71 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $238k | NEW | 6.9k | 34.68 |
|
| TJX Companies (TJX) | 0.0 | $234k | +2% | 2.3k | 101.43 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $227k | -2% | 2.3k | 96.69 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $226k | 2.7k | 84.44 |
|
|
| Uber Technologies (UBER) | 0.0 | $223k | NEW | 2.9k | 76.99 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $221k | 6.2k | 35.91 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $214k | 5.9k | 36.59 |
|
|
| At&t (T) | 0.0 | $213k | -22% | 12k | 17.60 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $211k | -95% | 2.1k | 101.57 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $208k | -25% | 3.4k | 62.06 |
|
| Deere & Company (DE) | 0.0 | $207k | 505.00 | 410.74 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $205k | NEW | 1.7k | 123.18 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $202k | NEW | 1.0k | 201.50 |
|
| New York Community Ban (NYCB) | 0.0 | $100k | NEW | 31k | 3.22 |
|
| Ree Automotive Shs Cl A New (REE) | 0.0 | $78k | 13k | 5.84 |
|
|
| Nikola Corp (NKLA) | 0.0 | $25k | 24k | 1.04 |
|
|
| Enservco Corp Com New (ENSV) | 0.0 | $16k | 83k | 0.19 |
|
|
| Dermtech Ord ord (DMTK) | 0.0 | $12k | 18k | 0.70 |
|
|
| Nrx Pharmaceuticals (NRXP) | 0.0 | $8.6k | 18k | 0.47 |
|
Past Filings by United Asset Strategies
SEC 13F filings are viewable for United Asset Strategies going back to 2012
- United Asset Strategies 2024 Q1 filed April 23, 2024
- United Asset Strategies 2023 Q4 filed Jan. 30, 2024
- United Asset Strategies 2023 Q3 filed Nov. 7, 2023
- 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