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 16.83% of United Asset Strategies's stock portfolio.
- Added to shares of these 10 stocks: ETR (+$9.7M), BAC (+$7.9M), USFR (+$7.8M), IHI (+$5.8M), XLF (+$5.7M), XLP (+$5.0M), PPA, VMBS, XLC, EL.
- Started 26 new stock positions in IGV, WY, SMH, IHI, COF, IVW, ARKF, AMLP, IBM, TTWO.
- Reduced shares in these 10 stocks: AMGN (-$5.5M), XLU, DG, BDX, RTX, VZ, MA, EFV, SH, DECK.
- Sold out of its positions in Activision Blizzard, AEP, ANET, CHTR, DG, BKLN, EMB, ITB, KBR, K. MS, MOS, NFLX, PR, SH, RTX, XBI, UBER, OIH, Ree Automotive.
- United Asset Strategies was a net buyer of stock by $33M.
- United Asset Strategies has $890M in assets under management (AUM), dropping by 15.09%.
- Central Index Key (CIK): 0001539948
Tip: Access up to 7 years of quarterly data
Positions held by United Asset Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for United Asset Strategies
United Asset Strategies holds 235 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Select Sector Spdr Tr Technology (XLK) | 4.4 | $40M | 206k | 192.48 |
|
|
Microsoft Corporation (MSFT) | 3.7 | $33M | 89k | 376.04 |
|
|
Apple (AAPL) | 3.4 | $30M | +6% | 156k | 192.53 |
|
Amazon (AMZN) | 2.8 | $25M | -2% | 165k | 151.94 |
|
Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $22M | 156k | 139.69 |
|
|
Palo Alto Networks (PANW) | 2.2 | $20M | -3% | 68k | 294.88 |
|
Servicenow (NOW) | 2.1 | $19M | 27k | 706.50 |
|
|
Adobe Systems Incorporated (ADBE) | 2.0 | $18M | 30k | 596.60 |
|
|
Meta Platforms Cl A (META) | 1.9 | $17M | 48k | 353.96 |
|
|
JPMorgan Chase & Co. (JPM) | 1.8 | $16M | -2% | 97k | 170.10 |
|
Wisdomtree Tr Floatng Rat Trea (USFR) | 1.8 | $16M | +98% | 311k | 50.24 |
|
Spdr Gold Tr Gold Shs (GLD) | 1.8 | $16M | 82k | 191.17 |
|
|
NVIDIA Corporation (NVDA) | 1.7 | $15M | +6% | 30k | 495.21 |
|
Mastercard Incorporated Cl A (MA) | 1.6 | $15M | -13% | 34k | 426.51 |
|
Teradyne (TER) | 1.6 | $14M | 127k | 108.52 |
|
|
Entergy Corporation (ETR) | 1.5 | $14M | +245% | 135k | 101.19 |
|
Cigna Corp (CI) | 1.5 | $14M | 46k | 299.45 |
|
|
Starbucks Corporation (SBUX) | 1.5 | $13M | +11% | 137k | 96.01 |
|
IDEXX Laboratories (IDXX) | 1.5 | $13M | 24k | 555.05 |
|
|
Charles Schwab Corporation (SCHW) | 1.5 | $13M | 188k | 68.80 |
|
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.4 | $13M | +33% | 274k | 46.36 |
|
Thermo Fisher Scientific (TMO) | 1.4 | $12M | +4% | 23k | 530.80 |
|
Ecolab (ECL) | 1.4 | $12M | 62k | 198.35 |
|
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.3 | $12M | +5% | 206k | 55.90 |
|
Marvell Technology (MRVL) | 1.3 | $11M | +3% | 187k | 60.31 |
|
Chevron Corporation (CVX) | 1.2 | $11M | +2% | 74k | 149.16 |
|
Bank of America Corporation (BAC) | 1.2 | $11M | +251% | 327k | 33.67 |
|
Waste Management (WM) | 1.2 | $11M | 60k | 179.10 |
|
|
Lockheed Martin Corporation (LMT) | 1.2 | $10M | 23k | 453.25 |
|
|
Amgen (AMGN) | 1.2 | $10M | -35% | 36k | 288.02 |
|
Parker-Hannifin Corporation (PH) | 1.1 | $10M | 22k | 460.71 |
|
|
Merck & Co (MRK) | 1.1 | $10M | +6% | 94k | 109.02 |
|
Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $10M | -2% | 135k | 75.35 |
|
Home Depot (HD) | 1.1 | $10M | 29k | 346.56 |
|
|
Select Sector Spdr Tr Financial (XLF) | 1.1 | $9.6M | +145% | 255k | 37.60 |
|
McKesson Corporation (MCK) | 1.0 | $9.3M | 20k | 462.97 |
|
|
American Intl Group Com New (AIG) | 1.0 | $8.8M | 129k | 67.75 |
|
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $8.7M | +135% | 121k | 72.03 |
|
Kinder Morgan (KMI) | 0.9 | $7.9M | -7% | 450k | 17.64 |
|
Metropcs Communications (TMUS) | 0.9 | $7.6M | 47k | 160.33 |
|
|
Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.8 | $7.5M | 98k | 77.25 |
|
|
Monster Beverage Corp (MNST) | 0.8 | $7.4M | +3% | 128k | 57.61 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $7.2M | -5% | 41k | 173.89 |
|
Philip Morris International (PM) | 0.8 | $6.7M | +4% | 72k | 94.08 |
|
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.7 | $6.2M | -5% | 45k | 136.91 |
|
Medtronic SHS (MDT) | 0.7 | $5.9M | -15% | 72k | 82.38 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.7 | $5.8M | NEW | 108k | 53.97 |
|
Select Sector Spdr Tr Communication (XLC) | 0.6 | $5.7M | +89% | 78k | 72.66 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.6 | $5.6M | 66k | 85.54 |
|
|
Exxon Mobil Corporation (XOM) | 0.6 | $5.6M | +36% | 56k | 99.98 |
|
Walt Disney Company (DIS) | 0.6 | $5.1M | 56k | 90.29 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $5.0M | -8% | 11k | 475.31 |
|
Synchrony Financial (SYF) | 0.6 | $5.0M | 131k | 38.19 |
|
|
Realty Income (O) | 0.5 | $4.7M | +11% | 82k | 57.42 |
|
Clorox Company (CLX) | 0.5 | $4.5M | +75% | 32k | 142.59 |
|
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.5 | $4.5M | -6% | 55k | 82.08 |
|
Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.5 | $4.2M | +1396% | 45k | 92.16 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $4.1M | 30k | 136.38 |
|
|
Lauder Estee Cos Cl A (EL) | 0.4 | $4.0M | +111% | 27k | 146.25 |
|
Jacobs Engineering Group (J) | 0.4 | $3.9M | -2% | 30k | 129.80 |
|
Honeywell International (HON) | 0.4 | $3.8M | -8% | 18k | 209.71 |
|
Gilead Sciences (GILD) | 0.4 | $3.8M | -5% | 47k | 81.01 |
|
Alliant Energy Corporation (LNT) | 0.4 | $3.5M | -10% | 67k | 51.30 |
|
Select Sector Spdr Tr Indl (XLI) | 0.4 | $3.2M | +19% | 28k | 113.99 |
|
Procter & Gamble Company (PG) | 0.3 | $3.0M | +8% | 21k | 146.54 |
|
Visa Com Cl A (V) | 0.3 | $3.0M | +2% | 12k | 260.36 |
|
United Parcel Service CL B (UPS) | 0.3 | $2.9M | +3% | 19k | 157.23 |
|
Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.9M | +212% | 35k | 83.84 |
|
Eli Lilly & Co. (LLY) | 0.3 | $2.9M | -4% | 4.9k | 582.95 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.8M | +55% | 28k | 99.25 |
|
McDonald's Corporation (MCD) | 0.3 | $2.8M | 9.4k | 296.51 |
|
|
Williams Companies (WMB) | 0.3 | $2.7M | -2% | 79k | 34.83 |
|
Comcast Corp Cl A (CMCSA) | 0.3 | $2.6M | -4% | 59k | 43.85 |
|
Tesla Motors (TSLA) | 0.3 | $2.4M | -7% | 9.8k | 248.49 |
|
Qualcomm (QCOM) | 0.3 | $2.4M | +4% | 17k | 144.63 |
|
Linde SHS (LIN) | 0.3 | $2.3M | -6% | 5.7k | 410.71 |
|
Pepsi (PEP) | 0.3 | $2.2M | -2% | 13k | 169.83 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $2.2M | -64% | 34k | 63.33 |
|
Abbvie (ABBV) | 0.2 | $2.2M | +14% | 14k | 154.97 |
|
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.2 | $2.1M | +25% | 80k | 26.91 |
|
Illinois Tool Works (ITW) | 0.2 | $2.1M | +8% | 8.2k | 261.94 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $2.1M | -33% | 12k | 178.81 |
|
Wells Fargo & Company (WFC) | 0.2 | $2.1M | -3% | 42k | 49.22 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $2.0M | 42k | 48.72 |
|
|
Cisco Systems (CSCO) | 0.2 | $2.0M | +6% | 40k | 50.52 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.0M | -2% | 14k | 140.93 |
|
Coca-Cola Company (KO) | 0.2 | $2.0M | +4% | 34k | 58.93 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $2.0M | -10% | 13k | 155.33 |
|
salesforce (CRM) | 0.2 | $1.9M | -8% | 7.3k | 263.14 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.9M | -51% | 37k | 52.10 |
|
Ventas (VTR) | 0.2 | $1.8M | -6% | 37k | 49.84 |
|
Kkr & Co (KKR) | 0.2 | $1.8M | NEW | 22k | 82.85 |
|
Paychex (PAYX) | 0.2 | $1.8M | +9% | 15k | 119.11 |
|
American Express Company (AXP) | 0.2 | $1.8M | +5% | 9.4k | 187.33 |
|
Booking Holdings (BKNG) | 0.2 | $1.7M | -2% | 492.00 | 3547.22 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | 4.9k | 356.66 |
|
|
Paypal Holdings (PYPL) | 0.2 | $1.7M | -36% | 28k | 61.41 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.7M | +3% | 4.2k | 409.49 |
|
Marriott Intl Cl A (MAR) | 0.2 | $1.7M | 7.5k | 225.50 |
|
|
Zimmer Holdings (ZBH) | 0.2 | $1.7M | -16% | 14k | 121.70 |
|
Cintas Corporation (CTAS) | 0.2 | $1.6M | 2.7k | 602.58 |
|
|
Cadence Design Systems (CDNS) | 0.2 | $1.6M | 6.0k | 272.37 |
|
|
Ptc (PTC) | 0.2 | $1.6M | 9.3k | 174.96 |
|
|
Johnson Ctls Intl SHS (JCI) | 0.2 | $1.6M | +636% | 28k | 57.64 |
|
Oracle Corporation (ORCL) | 0.2 | $1.6M | +14% | 15k | 105.43 |
|
Air Products & Chemicals (APD) | 0.2 | $1.6M | +6% | 5.8k | 273.80 |
|
Qorvo (QRVO) | 0.2 | $1.6M | 14k | 112.61 |
|
|
Nucor Corporation (NUE) | 0.2 | $1.6M | 8.9k | 174.05 |
|
|
Dynatrace Com New (DT) | 0.2 | $1.6M | NEW | 28k | 54.69 |
|
Take-Two Interactive Software (TTWO) | 0.2 | $1.5M | NEW | 9.5k | 160.95 |
|
Us Foods Hldg Corp call (USFD) | 0.2 | $1.5M | 33k | 45.41 |
|
|
Synopsys (SNPS) | 0.2 | $1.5M | -25% | 2.9k | 514.82 |
|
Skechers U S A Cl A (SKX) | 0.2 | $1.5M | NEW | 24k | 62.34 |
|
Workday Cl A (WDAY) | 0.2 | $1.5M | NEW | 5.4k | 276.06 |
|
Lowe's Companies (LOW) | 0.2 | $1.5M | +17% | 6.7k | 222.56 |
|
Autodesk (ADSK) | 0.2 | $1.5M | 6.0k | 243.48 |
|
|
FirstEnergy (FE) | 0.2 | $1.5M | +17% | 40k | 36.66 |
|
Zoetis Cl A (ZTS) | 0.2 | $1.5M | 7.4k | 197.38 |
|
|
Fortinet (FTNT) | 0.2 | $1.4M | +15% | 24k | 58.53 |
|
Pfizer (PFE) | 0.2 | $1.4M | -24% | 48k | 28.79 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $1.4M | -26% | 14k | 96.39 |
|
Costco Wholesale Corporation (COST) | 0.2 | $1.4M | +15% | 2.1k | 659.96 |
|
Johnson & Johnson (JNJ) | 0.2 | $1.4M | +7% | 8.8k | 156.73 |
|
O'reilly Automotive (ORLY) | 0.2 | $1.4M | 1.4k | 950.08 |
|
|
Nextera Energy (NEE) | 0.1 | $1.3M | +4% | 22k | 60.74 |
|
Jabil Circuit (JBL) | 0.1 | $1.3M | -18% | 10k | 127.40 |
|
Applied Materials (AMAT) | 0.1 | $1.3M | -3% | 7.7k | 162.07 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.2M | -24% | 37k | 34.01 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.2M | 12k | 96.85 |
|
|
Wal-Mart Stores (WMT) | 0.1 | $1.2M | 7.5k | 157.65 |
|
|
Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $1.1M | +73% | 11k | 108.43 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | -56% | 3.2k | 350.93 |
|
Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | 15k | 72.43 |
|
|
Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | -55% | 6.5k | 170.46 |
|
Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.0M | +2% | 27k | 39.03 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $995k | +255% | 5.0k | 200.71 |
|
Colgate-Palmolive Company (CL) | 0.1 | $960k | +6% | 12k | 79.71 |
|
Broadcom (AVGO) | 0.1 | $948k | -12% | 849.00 | 1116.29 |
|
Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $946k | -2% | 28k | 33.52 |
|
Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $945k | NEW | 34k | 27.58 |
|
S&p Global (SPGI) | 0.1 | $935k | +8% | 2.1k | 440.55 |
|
Intuit (INTU) | 0.1 | $924k | +4% | 1.5k | 625.04 |
|
Boeing Company (BA) | 0.1 | $919k | 3.5k | 260.65 |
|
|
C H Robinson Worldwide Com New (CHRW) | 0.1 | $914k | +5% | 11k | 86.39 |
|
Pentair SHS (PNR) | 0.1 | $908k | +7% | 13k | 72.71 |
|
Nike CL B (NKE) | 0.1 | $895k | +8% | 8.2k | 108.56 |
|
T. Rowe Price (TROW) | 0.1 | $889k | -35% | 8.3k | 107.69 |
|
Datadog Cl A Com (DDOG) | 0.1 | $872k | +2% | 7.2k | 121.38 |
|
Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $854k | NEW | 14k | 59.83 |
|
General Dynamics Corporation (GD) | 0.1 | $836k | +22% | 3.2k | 259.67 |
|
Copart (CPRT) | 0.1 | $827k | +11% | 17k | 49.00 |
|
A. O. Smith Corporation (AOS) | 0.1 | $825k | +7% | 10k | 82.44 |
|
Caterpillar (CAT) | 0.1 | $822k | +8% | 2.8k | 295.62 |
|
4068594 Enphase Energy (ENPH) | 0.1 | $820k | +46% | 6.2k | 132.14 |
|
MetLife (MET) | 0.1 | $811k | +10% | 12k | 66.13 |
|
Microchip Technology (MCHP) | 0.1 | $809k | +9% | 9.0k | 90.18 |
|
Emerson Electric (EMR) | 0.1 | $806k | +10% | 8.3k | 97.33 |
|
Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $802k | NEW | 19k | 42.52 |
|
Fidelity National Information Services (FIS) | 0.1 | $785k | +31% | 13k | 60.07 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $783k | +4% | 3.0k | 262.23 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $782k | -27% | 9.5k | 82.04 |
|
Ishares Tr Expanded Tech (IGV) | 0.1 | $779k | NEW | 1.9k | 405.64 |
|
Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $774k | +25% | 12k | 65.01 |
|
Chubb (CB) | 0.1 | $769k | 3.4k | 226.03 |
|
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $758k | +11% | 7.7k | 98.59 |
|
Willis Towers Watson SHS (WTW) | 0.1 | $753k | 3.1k | 241.19 |
|
|
CVS Caremark Corporation (CVS) | 0.1 | $751k | +29% | 9.5k | 78.96 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $708k | 3.2k | 218.17 |
|
|
Brown Forman Corp CL B (BF.B) | 0.1 | $705k | +3% | 12k | 57.10 |
|
Nordson Corporation (NDSN) | 0.1 | $702k | 2.7k | 264.17 |
|
|
Edwards Lifesciences (EW) | 0.1 | $696k | +14% | 9.1k | 76.25 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $670k | +40% | 6.8k | 98.88 |
|
EOG Resources (EOG) | 0.1 | $663k | +6% | 5.5k | 120.95 |
|
3M Company (MMM) | 0.1 | $653k | +4% | 6.0k | 109.32 |
|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $650k | +32% | 13k | 50.62 |
|
Keurig Dr Pepper (KDP) | 0.1 | $647k | 19k | 33.32 |
|
|
Humacyte (HUMA) | 0.1 | $629k | +53% | 221k | 2.84 |
|
Enterprise Products Partners (EPD) | 0.1 | $611k | +6% | 23k | 26.35 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $588k | -5% | 6.4k | 91.38 |
|
Crown Castle Intl (CCI) | 0.1 | $574k | +19% | 5.0k | 115.19 |
|
Genuine Parts Company (GPC) | 0.1 | $562k | 4.1k | 138.48 |
|
|
Consolidated Edison (ED) | 0.1 | $544k | +3% | 6.0k | 90.97 |
|
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $537k | +31% | 8.9k | 60.22 |
|
Verizon Communications (VZ) | 0.1 | $536k | -82% | 14k | 37.70 |
|
Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $533k | NEW | 11k | 51.02 |
|
Becton, Dickinson and (BDX) | 0.1 | $532k | -85% | 2.2k | 243.81 |
|
Freeport-mcmoran CL B (FCX) | 0.1 | $529k | 12k | 42.57 |
|
|
Albemarle Corporation (ALB) | 0.1 | $474k | +46% | 3.3k | 144.49 |
|
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $468k | +26% | 12k | 40.06 |
|
Sba Communications Corp Cl A (SBAC) | 0.1 | $459k | +4% | 1.8k | 253.71 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $432k | -49% | 10k | 42.18 |
|
Dominion Resources (D) | 0.0 | $408k | +17% | 8.7k | 47.00 |
|
Advanced Micro Devices (AMD) | 0.0 | $396k | -3% | 2.7k | 147.41 |
|
International Business Machines (IBM) | 0.0 | $395k | NEW | 2.4k | 163.56 |
|
Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $394k | -10% | 4.7k | 84.39 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.0 | $367k | 1.6k | 223.39 |
|
|
Intel Corporation (INTC) | 0.0 | $361k | -8% | 7.2k | 50.25 |
|
Aptar (ATR) | 0.0 | $340k | 2.8k | 123.62 |
|
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $334k | 6.0k | 55.67 |
|
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $315k | -20% | 8.9k | 35.41 |
|
Vanguard Index Fds Value Etf (VTV) | 0.0 | $314k | NEW | 2.1k | 149.50 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $285k | 2.6k | 111.61 |
|
|
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $275k | +7% | 3.6k | 75.54 |
|
Hca Holdings (HCA) | 0.0 | $275k | 1.0k | 270.68 |
|
|
TransDigm Group Incorporated (TDG) | 0.0 | $267k | 264.00 | 1012.47 |
|
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $263k | NEW | 1.5k | 174.87 |
|
At&t (T) | 0.0 | $262k | +18% | 16k | 16.78 |
|
Capital One Financial (COF) | 0.0 | $262k | NEW | 2.0k | 131.12 |
|
Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $259k | +5% | 4.5k | 57.70 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $255k | +5% | 4.5k | 56.40 |
|
BP Sponsored Adr (BP) | 0.0 | $253k | 7.2k | 35.40 |
|
|
Union Pacific Corporation (UNP) | 0.0 | $253k | 1.0k | 245.62 |
|
|
Etf Managers Tr Prime Mobile Pay (IPAY) | 0.0 | $244k | NEW | 5.2k | 46.41 |
|
Duke Energy Corp Com New (DUK) | 0.0 | $234k | +5% | 2.4k | 97.03 |
|
Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.0 | $229k | NEW | 8.8k | 25.94 |
|
Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $229k | NEW | 5.0k | 45.94 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $228k | NEW | 476.00 | 477.90 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $227k | NEW | 2.1k | 108.25 |
|
Deckers Outdoor Corporation (DECK) | 0.0 | $226k | -88% | 338.00 | 668.43 |
|
Hartford Financial Services (HIG) | 0.0 | $226k | -11% | 2.8k | 80.38 |
|
Marathon Oil Corporation (MRO) | 0.0 | $222k | 9.2k | 24.16 |
|
|
Ishares Tr Broad Usd High (USHY) | 0.0 | $216k | NEW | 5.9k | 36.35 |
|
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $214k | NEW | 6.2k | 34.77 |
|
FedEx Corporation (FDX) | 0.0 | $214k | 845.00 | 252.92 |
|
|
TJX Companies (TJX) | 0.0 | $212k | -2% | 2.3k | 93.82 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $208k | NEW | 430.00 | 484.00 |
|
Deere & Company (DE) | 0.0 | $203k | NEW | 507.00 | 399.87 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $201k | NEW | 2.7k | 75.10 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $141k | 10k | 13.80 |
|
|
Ree Automotive Shs Cl A New | 0.0 | $69k | NEW | 13k | 5.14 |
|
Dermtech Ord ord (DMTK) | 0.0 | $31k | +76% | 18k | 1.75 |
|
Nikola Corp (NKLA) | 0.0 | $21k | +4% | 24k | 0.87 |
|
Enservco Corp Com New (ENSV) | 0.0 | $21k | 83k | 0.25 |
|
|
Nrx Pharmaceuticals (NRXP) | 0.0 | $8.4k | 18k | 0.46 |
|
|
Meta Materials (MMAT) | 0.0 | $5.9k | 90k | 0.07 |
|
Past Filings by United Asset Strategies
SEC 13F filings are viewable for United Asset Strategies going back to 2012
- 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
- United Asset Strategies 2020 Q2 filed Aug. 3, 2020