$224 Million is the total value of United Asset Strategies, Inc.'s 126 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DHI | New | D R HORTON INC | $1,953,000 | – | 64,607 | +100.0% | 0.87% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,918,000 | – | 101,945 | +100.0% | 0.86% | – |
| SMB | New | MARKET VECTORS ETF TRamt free srt etf | $467,000 | – | 26,500 | +100.0% | 0.21% | – |
| EXC | New | EXELON CORP | $361,000 | – | 10,065 | +100.0% | 0.16% | – |
| NEM | New | NEWMONT MINING CORP | $255,000 | – | 9,575 | +100.0% | 0.11% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $248,000 | – | 2,222 | +100.0% | 0.11% | – |
| SO | New | SOUTHERN CO | $244,000 | – | 4,726 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 4.4% |
| HOME DEPOT INC | 42 | Q3 2023 | 3.2% |
| COCA COLA CO | 42 | Q3 2023 | 3.3% |
| DISNEY WALT CO | 42 | Q3 2023 | 3.2% |
| PFIZER INC | 42 | Q3 2023 | 2.3% |
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 1.5% |
| PAYCHEX INC | 42 | Q3 2023 | 0.7% |
| SELECT SECTOR SPDR TR | 41 | Q3 2023 | 5.6% |
| SELECT SECTOR SPDR TR | 41 | Q3 2023 | 2.8% |
| SELECT SECTOR SPDR TR | 41 | Q3 2023 | 4.0% |
View United Asset Strategies, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-07 |
| 13F-HR/A | 2023-07-25 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-29 |
View United Asset Strategies, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.