$307 Million is the total value of United Asset Strategies, Inc.'s 148 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 21.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Buy | SPDR SERIES TRUSTblmbrg br 1 3 mt | $14,034,000 | +0.3% | 307,087 | +0.3% | 4.58% | -6.6% |
| AAPL | Buy | APPLE INC | $13,627,000 | +42.6% | 117,655 | +39.2% | 4.44% | +32.9% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $10,040,000 | -3.6% | 207,600 | -4.7% | 3.28% | -10.2% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $8,965,000 | +12.6% | 385,601 | -6.5% | 2.92% | +4.9% |
| XOM | Sell | EXXON MOBIL CORP | $7,583,000 | +2.8% | 84,015 | -0.8% | 2.47% | -4.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,244,000 | +3.4% | 9,141 | +4.9% | 2.36% | -3.7% |
| GE | Buy | GENERAL ELECTRIC CO | $7,087,000 | +32.9% | 224,257 | +24.6% | 2.31% | +23.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $6,804,000 | +20.8% | 98,701 | +26.4% | 2.22% | +12.5% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $6,381,000 | +5.2% | 102,552 | -1.3% | 2.08% | -2.1% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $6,320,000 | +9.6% | 53,048 | +26.4% | 2.06% | +2.0% |
| PCLN | Buy | PRICELINE GRP INC | $6,091,000 | +1.8% | 4,155 | +2.2% | 1.99% | -5.1% |
| WFC | Sell | WELLS FARGO & CO NEW | $5,572,000 | +18.7% | 101,099 | -4.7% | 1.82% | +10.5% |
| GILD | Buy | GILEAD SCIENCES INC | $5,436,000 | -1.5% | 75,907 | +8.8% | 1.77% | -8.3% |
| KR | Buy | KROGER CO | $5,158,000 | +21.1% | 149,453 | +4.1% | 1.68% | +12.7% |
| GD | Sell | GENERAL DYNAMICS CORP | $5,113,000 | -4.3% | 29,615 | -14.0% | 1.67% | -10.8% |
| KRE | Sell | SPDR SERIES TRUSTs&p regl bkg | $5,014,000 | -8.1% | 90,227 | -30.1% | 1.64% | -14.4% |
| CVS | Sell | CVS HEALTH CORP | $5,010,000 | -16.7% | 63,495 | -6.0% | 1.63% | -22.4% |
| HBI | New | HANESBRANDS INC | $4,890,000 | – | 226,698 | +100.0% | 1.60% | – |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $4,885,000 | -46.3% | 94,474 | -44.7% | 1.59% | -50.0% |
| DIS | Sell | DISNEY WALT CO | $4,805,000 | +13.2% | 46,100 | -0.2% | 1.57% | +5.5% |
| OIH | New | VANECK VECTORS ETF TRoil svcs etf | $4,727,000 | – | 141,747 | +100.0% | 1.54% | – |
| INVN | Sell | INVENSENSE INC | $4,711,000 | -1.6% | 368,309 | -42.9% | 1.54% | -8.3% |
| SLB | Buy | SCHLUMBERGER LTD | $4,698,000 | +8.3% | 55,957 | +1.4% | 1.53% | +0.9% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $4,669,000 | +3.5% | 370,529 | +4.3% | 1.52% | -3.5% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $4,661,000 | -14.5% | 53,718 | -7.2% | 1.52% | -20.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $4,464,000 | +2.2% | 43,238 | +0.7% | 1.46% | -4.8% |
| CL | New | COLGATE PALMOLIVE CO | $4,408,000 | – | 67,360 | +100.0% | 1.44% | – |
| GLD | Sell | SPDR GOLD TRUST | $4,328,000 | -16.7% | 39,488 | -4.5% | 1.41% | -22.4% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $4,314,000 | -5.6% | 52,270 | -0.8% | 1.41% | -12.1% |
| WM | Sell | WASTE MGMT INC DEL | $4,119,000 | +7.7% | 58,081 | -3.1% | 1.34% | +0.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,100,000 | +13.5% | 18,342 | +9.9% | 1.34% | +5.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $3,950,000 | +41.8% | 48,530 | +39.5% | 1.29% | +32.1% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $3,907,000 | +164.9% | 78,602 | +154.5% | 1.27% | +146.9% |
| SBUX | Buy | STARBUCKS CORP | $3,670,000 | +2.9% | 66,109 | +0.3% | 1.20% | -4.2% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $3,668,000 | +55.0% | 169,585 | +70.5% | 1.20% | +44.3% |
| AMGN | New | AMGEN INC | $3,576,000 | – | 24,457 | +100.0% | 1.17% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $3,274,000 | -14.0% | 19,726 | -17.7% | 1.07% | -19.9% |
| XLE | Buy | SELECT SECTOR SPDR TRsbi int-energy | $2,897,000 | +9.1% | 38,463 | +2.3% | 0.94% | +1.6% |
| MO | Buy | ALTRIA GROUP INC | $2,817,000 | +9.1% | 41,657 | +2.0% | 0.92% | +1.7% |
| IAU | Sell | ISHARES GOLD TRUSTishares | $2,779,000 | -15.0% | 250,830 | -2.6% | 0.91% | -20.9% |
| J | Buy | JACOBS ENGR GROUP INC DEL | $2,770,000 | +871.9% | 48,600 | +780.4% | 0.90% | +803.0% |
| AMTD | Buy | TD AMERITRADE HLDG CORP | $2,713,000 | +24.7% | 62,232 | +0.8% | 0.88% | +16.1% |
| PFE | Buy | PFIZER INC | $2,464,000 | +8.2% | 75,859 | +11.7% | 0.80% | +0.8% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $2,420,000 | -1.8% | 45,697 | -4.5% | 0.79% | -8.6% |
| AMZN | Sell | AMAZON COM INC | $2,104,000 | -13.1% | 2,806 | -2.9% | 0.69% | -19.0% |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $2,072,000 | – | 43,215 | +100.0% | 0.68% | – |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $2,072,000 | +22.7% | 98,055 | +38.3% | 0.68% | +14.4% |
| WTR | Sell | AQUA AMERICA INC | $2,049,000 | -4.2% | 68,206 | -2.8% | 0.67% | -10.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,950,000 | +32.4% | 40,149 | +30.4% | 0.64% | +23.3% |
| ETV | Buy | EATON VANCE TX MNG BY WRT OP | $1,929,000 | +2.2% | 130,017 | +3.9% | 0.63% | -4.8% |
| EVR | Sell | EVERCORE PARTNERS INCclass a | $1,799,000 | -34.2% | 26,193 | -50.7% | 0.59% | -38.7% |
| CSCO | Buy | CISCO SYS INC | $1,756,000 | +0.7% | 58,095 | +4.1% | 0.57% | -6.2% |
| PANW | New | PALO ALTO NETWORKS INC | $1,725,000 | – | 13,795 | +100.0% | 0.56% | – |
| PPA | Sell | POWERSHARES ETF TRUSTaerspc def ptf | $1,720,000 | -58.3% | 41,204 | -61.3% | 0.56% | -61.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,689,000 | -9.1% | 20,091 | -4.2% | 0.55% | -15.4% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,675,000 | +22.4% | 13,455 | +18.4% | 0.55% | +14.0% |
| XME | New | SPDR SERIES TRUSTs&p metals mng | $1,664,000 | – | 54,727 | +100.0% | 0.54% | – |
| FLIC | Buy | FIRST LONG IS CORP | $1,633,000 | +29.4% | 57,196 | +50.3% | 0.53% | +20.6% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $1,589,000 | -15.6% | 51,686 | -10.1% | 0.52% | -21.4% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,576,000 | -6.9% | 13,752 | -11.2% | 0.51% | -13.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,422,000 | +4.6% | 18,323 | +7.9% | 0.46% | -2.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,406,000 | +1.7% | 5,625 | -2.4% | 0.46% | -5.2% |
| FE | Sell | FIRSTENERGY CORP | $1,370,000 | -55.9% | 44,239 | -52.9% | 0.45% | -58.9% |
| KINS | KINGSTONE COS INC | $1,309,000 | +48.9% | 95,232 | 0.0% | 0.43% | +38.6% | |
| KO | Sell | COCA COLA CO | $1,276,000 | -7.9% | 30,782 | -7.3% | 0.42% | -14.2% |
| T | Sell | AT&T INC | $1,258,000 | -7.0% | 29,587 | -11.2% | 0.41% | -13.5% |
| INTC | Buy | INTEL CORP | $1,221,000 | +7.6% | 33,671 | +12.0% | 0.40% | +0.3% |
| PAYX | Buy | PAYCHEX INC | $1,202,000 | +12.3% | 19,746 | +6.8% | 0.39% | +4.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,185,000 | +2.4% | 22,193 | -0.3% | 0.39% | -4.4% |
| FB | Buy | FACEBOOK INCcl a | $1,136,000 | +29.5% | 9,872 | +44.3% | 0.37% | +20.8% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,076,000 | -8.4% | 29,437 | -6.3% | 0.35% | -14.6% |
| BXP | Sell | BOSTON PROPERTIES INC | $993,000 | -37.0% | 7,891 | -31.7% | 0.32% | -41.2% |
| IYM | Buy | ISHARES TRu.s. bas mtl etf | $987,000 | +27.0% | 11,873 | +20.6% | 0.32% | +18.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $976,000 | +45.0% | 7,571 | +37.5% | 0.32% | +34.7% |
| F | Buy | FORD MTR CO DEL | $941,000 | +2.0% | 77,577 | +1.4% | 0.31% | -5.0% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $920,000 | +2.3% | 8,991 | -0.8% | 0.30% | -4.8% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $894,000 | +79.2% | 11,254 | +82.2% | 0.29% | +66.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $864,000 | +31.1% | 7,502 | +28.4% | 0.28% | +22.1% |
| MSFT | Sell | MICROSOFT CORP | $845,000 | +4.3% | 13,601 | -3.3% | 0.28% | -2.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $832,000 | -3.5% | 5,103 | -17.2% | 0.27% | -10.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $828,000 | +131.3% | 6,290 | +127.3% | 0.27% | +116.0% |
| NLY | Buy | ANNALY CAP MGMT INC | $827,000 | +8.2% | 82,975 | +14.0% | 0.27% | +0.7% |
| CAT | Buy | CATERPILLAR INC DEL | $786,000 | +15.4% | 8,478 | +10.6% | 0.26% | +7.6% |
| HD | Sell | HOME DEPOT INC | $778,000 | +3.6% | 5,800 | -0.6% | 0.25% | -3.4% |
| HST | Sell | HOST HOTELS & RESORTS INC | $779,000 | +11.3% | 41,373 | -8.0% | 0.25% | +3.7% |
| IWM | New | ISHARES TRrussell 2000 etf | $764,000 | – | 5,666 | +100.0% | 0.25% | – |
| BPL | BUCKEYE PARTNERS L Punit ltd partn | $761,000 | -7.5% | 11,500 | 0.0% | 0.25% | -13.9% | |
| SHY | Buy | ISHARES TR1-3 yr tr bd etf | $717,000 | +0.4% | 8,488 | +1.0% | 0.23% | -6.4% |
| IDV | New | ISHARES TRintl sel div etf | $660,000 | – | 22,331 | +100.0% | 0.22% | – |
| QQQ | Sell | POWERSHARES QQQ TRUSTunit ser 1 | $637,000 | -14.5% | 5,379 | -14.3% | 0.21% | -20.3% |
| IYE | Sell | ISHARES TRu.s. energy etf | $612,000 | +5.3% | 14,730 | -1.1% | 0.20% | -1.5% |
| BA | Buy | BOEING CO | $612,000 | +24.1% | 3,930 | +5.1% | 0.20% | +15.6% |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $586,000 | -62.2% | 16,030 | -60.6% | 0.19% | -64.8% |
| KMI | Buy | KINDER MORGAN INC DEL | $578,000 | -7.1% | 27,897 | +1.8% | 0.19% | -13.3% |
| JPS | Sell | NUVEEN PREFERRED SECURITIES | $575,000 | -42.7% | 61,710 | -41.1% | 0.19% | -46.6% |
| BAC | Buy | BANK AMER CORP | $562,000 | +139.1% | 25,418 | +69.6% | 0.18% | +123.2% |
| NEE | NEXTERA ENERGY INC | $530,000 | -2.4% | 4,439 | 0.0% | 0.17% | -8.9% | |
| JPM | Sell | JPMORGAN CHASE & CO | $524,000 | +33.7% | 6,071 | -2.0% | 0.17% | +24.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $524,000 | -2.8% | 679 | -2.2% | 0.17% | -9.5% |
| XRT | Sell | SPDR SERIES TRUSTs&p retail etf | $520,000 | -1.3% | 11,803 | -2.5% | 0.17% | -8.1% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $519,000 | +13.3% | 6,251 | +19.6% | 0.17% | +5.6% |
| ED | Buy | CONSOLIDATED EDISON INC | $516,000 | +1.2% | 7,001 | +3.3% | 0.17% | -6.1% |
| IYW | Buy | ISHARES TRu.s. tech etf | $451,000 | +7.6% | 13,079 | +0.6% | 0.15% | 0.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $437,000 | -30.9% | 12,223 | -27.3% | 0.14% | -35.3% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $434,000 | -7.9% | 16,054 | -5.7% | 0.14% | -13.9% |
| PEP | Sell | PEPSICO INC | $407,000 | -18.9% | 3,887 | -19.8% | 0.13% | -24.4% |
| MRK | Sell | MERCK & CO INC | $384,000 | -5.9% | 6,518 | -0.3% | 0.12% | -12.6% |
| EXC | EXELON CORP | $347,000 | +6.8% | 9,765 | 0.0% | 0.11% | -0.9% | |
| WMT | Sell | WAL-MART STORES INC | $347,000 | -16.2% | 5,025 | -17.2% | 0.11% | -22.1% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $342,000 | -3.9% | 4,019 | -5.2% | 0.11% | -10.4% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $329,000 | +15.4% | 7,456 | +18.8% | 0.11% | +7.0% |
| NEM | Buy | NEWMONT MINING CORP | $318,000 | -12.2% | 9,327 | +1.4% | 0.10% | -18.1% |
| RQI | Sell | COHEN & STEERS QUALITY RLTY | $308,000 | -18.5% | 25,255 | -10.9% | 0.10% | -24.2% |
| PDI | PIMCO DYNAMIC INCOME FD | $285,000 | -2.7% | 10,285 | 0.0% | 0.09% | -9.7% | |
| WY | Sell | WEYERHAEUSER CO | $283,000 | -77.3% | 9,417 | -75.8% | 0.09% | -78.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $275,000 | +1.5% | 2,677 | -13.0% | 0.09% | -5.3% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $265,000 | -7.0% | 5,475 | -3.5% | 0.09% | -14.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $265,000 | -6.7% | 2,897 | -0.9% | 0.09% | -13.1% |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $258,000 | +2.8% | 8,000 | 0.0% | 0.08% | -4.5% | |
| D | Sell | DOMINION RES INC VA NEW | $251,000 | -0.8% | 3,282 | -3.7% | 0.08% | -7.9% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $250,000 | +16.3% | 4,286 | +7.5% | 0.08% | +9.3% |
| NOC | New | NORTHROP GRUMMAN CORP | $248,000 | – | 1,066 | +100.0% | 0.08% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $242,000 | – | 4,541 | +100.0% | 0.08% | – |
| PZT | POWERSHARES ETF TR IIny muni bd etf | $238,000 | -4.8% | 9,963 | 0.0% | 0.08% | -11.4% | |
| AIG | AMERICAN INTL GROUP INC | $235,000 | +10.3% | 3,595 | 0.0% | 0.08% | +2.7% | |
| OAK | Sell | OAKTREE CAP GROUP LLCunit cl a | $233,000 | -18.8% | 6,210 | -8.1% | 0.08% | -24.0% |
| NBB | Sell | NUVEEN BUILD AMER BD FD | $230,000 | -12.9% | 11,150 | -4.3% | 0.08% | -18.5% |
| SO | Sell | SOUTHERN CO | $227,000 | -6.2% | 4,611 | -2.4% | 0.07% | -12.9% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $227,000 | – | 3,699 | +100.0% | 0.07% | – |
| PEG | Sell | PUBLIC SVC ENTERPRISE GROUP | $227,000 | -4.2% | 5,172 | -8.8% | 0.07% | -10.8% |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $225,000 | – | 4,974 | +100.0% | 0.07% | – |
| BLV | Sell | VANGUARD BD INDEX FD INClong term bond | $220,000 | -9.8% | 2,468 | -0.2% | 0.07% | -15.3% |
| NWL | Buy | NEWELL BRANDS INC | $212,000 | -14.9% | 4,752 | +0.7% | 0.07% | -20.7% |
| COP | New | CONOCOPHILLIPS | $211,000 | – | 4,212 | +100.0% | 0.07% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $208,000 | +1.0% | 1,805 | -2.4% | 0.07% | -5.6% |
| V | Sell | VISA INC | $204,000 | -16.7% | 2,621 | -11.5% | 0.07% | -22.1% |
| HON | New | HONEYWELL INTL INC | $204,000 | – | 1,761 | +100.0% | 0.07% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $201,000 | – | 665 | +100.0% | 0.07% | – |
| PTY | PIMCO CORPORATE & INCOME OPP | $199,000 | -2.0% | 13,920 | 0.0% | 0.06% | -8.5% | |
| PGF | POWERSHARES ETF TRUSTfinl pfd ptfl | $190,000 | -5.5% | 10,575 | 0.0% | 0.06% | -11.4% | |
| ETJ | New | EATON VANCE RISK MNGD DIV EQ | $138,000 | – | 15,425 | +100.0% | 0.04% | – |
| PDS | Sell | PRECISION DRILLING CORP | $127,000 | +28.3% | 23,250 | -2.2% | 0.04% | +17.1% |
| MFA | New | MFA FINL INC | $120,000 | – | 15,790 | +100.0% | 0.04% | – |
| CELGZ | CELGENE CORPright 12/31/2030 | $116,000 | -0.9% | 112,300 | 0.0% | 0.04% | -7.3% | |
| STNG | New | SCORPIO TANKERS INC | $102,000 | – | 22,500 | +100.0% | 0.03% | – |
| FAX | Sell | ABERDEEN ASIA PACIFIC INCOM | $94,000 | -63.6% | 20,408 | -59.4% | 0.03% | -65.6% |
| PPHM | New | PEREGRINE PHARMACEUTICALS IN | $3,000 | – | 11,000 | +100.0% | 0.00% | – |
| IBIO | IBIO INC | $4,000 | -33.3% | 10,000 | 0.0% | 0.00% | -50.0% | |
| BP | Exit | BP PLCsponsored adr | $0 | – | -5,864 | -100.0% | -0.07% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -5,115 | -100.0% | -0.07% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,457 | -100.0% | -0.08% | – |
| FXB | Exit | CURRENCYSHS BRIT POUND STERbrit pound ste | $0 | – | -2,100 | -100.0% | -0.09% | – |
| VTR | Exit | VENTAS INC | $0 | – | -9,210 | -100.0% | -0.23% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -18,215 | -100.0% | -0.24% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -69,814 | -100.0% | -0.74% | – |
| GTN | Exit | GRAY TELEVISION INC | $0 | – | -326,260 | -100.0% | -1.18% | – |
| LEA | Exit | LEAR CORP | $0 | – | -41,406 | -100.0% | -1.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-08
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.