HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SELECT SECTOR SPDR TR (XLK) |
317,075 | +107,111 | $25,534 |
| XLK | 317,075 | +107,111 | $25,534 |
| WISDOMTREE TR |
514,674 | +58,873 | $12,893 |
| USFR | 514,674 | +58,873 | $12,893 |
| SELECT SECTOR SPDR TR (XLP) |
202,321 | +11,601 | $12,427 |
| XLP | 202,321 | +11,601 | $12,427 |
| APPLE INC |
50,786 | +3,311 | $11,374 |
| AAPL | 50,786 | +3,311 | $11,374 |
| MICROSOFT CORP |
81,713 | +1,449 | $11,361 |
| MSFT | 81,713 | +1,449 | $11,361 |
| SELECT SECTOR SPDR TR (XLF) |
386,369 | -5,435 | $10,818 |
| XLF | 386,369 | -5,435 | $10,818 |
| DISNEY WALT CO |
70,100 | +1,878 | $9,135 |
| DIS | 70,100 | +1,878 | $9,135 |
| ALPHABET INC |
7,233 | -1,819 | $8,833 |
| GOOGL | 7,233 | -1,819 | $8,833 |
| SELECT SECTOR SPDR TR (XLV) |
96,601 | -1,422 | $8,707 |
| XLV | 96,601 | -1,422 | $8,707 |
| AMAZON COM INC |
4,559 | +64 | $7,914 |
| AMZN | 4,559 | +64 | $7,914 |
| DOLLAR GEN CORP NEW |
49,758 | +198 | $7,909 |
| DG | 49,758 | +198 | $7,909 |
| BOSTON PROPERTIES INC |
60,502 | +27,887 | $7,845 |
| BXP | 60,502 | +27,887 | $7,845 |
| MASTERCARD INC |
28,292 | -224 | $7,683 |
| MA | 28,292 | -224 | $7,683 |
| SPDR GOLD TRUST (GLD) |
52,944 | -39,062 | $7,352 |
| GLD | 52,944 | -39,062 | $7,352 |
| HOME DEPOT INC |
31,664 | +652 | $7,347 |
| HD | 31,664 | +652 | $7,347 |
| GENERAL DYNAMICS CORP |
39,931 | +452 | $7,297 |
| GD | 39,931 | +452 | $7,297 |
| BB&T CORP |
126,858 | +24,240 | $6,770 |
| BBT | 126,858 | +24,240 | $6,770 |
| SELECT SECTOR SPDR TR (XLY) |
56,017 | +9,230 | $6,761 |
| XLY | 56,017 | +9,230 | $6,761 |
| CITIGROUP INC |
97,115 | +5,130 | $6,709 |
| C | 97,115 | +5,130 | $6,709 |
| PALO ALTO NETWORKS INC |
32,503 | +660 | $6,625 |
| PANW | 32,503 | +660 | $6,625 |
| ISHARES TR (EEM) |
155,730 | -3,325 | $6,365 |
| EEM | 155,730 | -3,325 | $6,365 |
| WASTE MGMT INC DEL |
54,367 | -167 | $6,252 |
| WM | 54,367 | -167 | $6,252 |
| DOMINION ENERGY INC |
76,181 | +1,336 | $6,174 |
| D | 76,181 | +1,336 | $6,174 |
| SELECT SECTOR SPDR TR (XLI) |
77,489 | +11,793 | $6,015 |
| XLI | 77,489 | +11,793 | $6,015 |
| SPDR S&P 500 ETF TR (SPY) |
20,248 | +1,449 | $6,009 |
| SPY | 20,248 | +1,449 | $6,009 |
| VERIZON COMMUNICATIONS INC |
98,570 | -544 | $5,950 |
| VZ | 98,570 | -544 | $5,950 |
| COGNIZANT TECHNOLOGY SOLUTIO |
98,060 | +1,898 | $5,910 |
| CTSH | 98,060 | +1,898 | $5,910 |
| BOSTON SCIENTIFIC CORP |
140,627 | +33,532 | $5,722 |
| BSX | 140,627 | +33,532 | $5,722 |
| WISDOMTREE TR |
81,113 | +81,113 | $5,458 |
| HEDJ | 81,113 | +81,113 | $5,458 |
| JACOBS ENGR GROUP INC |
58,307 | -297 | $5,335 |
| JEC | 58,307 | -297 | $5,335 |
| FIRSTENERGY CORP |
107,415 | -44,430 | $5,181 |
| FE | 107,415 | -44,430 | $5,181 |
| AMGEN INC |
26,762 | +381 | $5,179 |
| AMGN | 26,762 | +381 | $5,179 |
| FACEBOOK INC |
26,734 | +19,152 | $4,761 |
| FB | 26,734 | +19,152 | $4,761 |
| JPMORGAN CHASE & CO |
39,661 | +1,821 | $4,668 |
| JPM | 39,661 | +1,821 | $4,668 |
| MONDELEZ INTL INC |
82,828 | +1,638 | $4,582 |
| MDLZ | 82,828 | +1,638 | $4,582 |
| NVIDIA CORP |
26,119 | +26,119 | $4,547 |
| NVDA | 26,119 | +26,119 | $4,547 |
| ILLUMINA INC |
13,298 | +13,298 | $4,046 |
| ILMN | 13,298 | +13,298 | $4,046 |
| CHENIERE ENERGY INC |
63,770 | -1,415 | $4,021 |
| LNG | 63,770 | -1,415 | $4,021 |
| SPDR SERIES TRUST (XOP) |
179,104 | +17,551 | $4,005 |
| XOP | 179,104 | +17,551 | $4,005 |
| INTEL CORP |
76,804 | +5,061 | $3,958 |
| INTC | 76,804 | +5,061 | $3,958 |
| CHEVRON CORP NEW |
33,345 | +2,764 | $3,955 |
| CVX | 33,345 | +2,764 | $3,955 |
| MANAGED PORTFOLIO SER |
168,284 | +6,019 | $3,937 |
| TPYP | 168,284 | +6,019 | $3,937 |
| STARBUCKS CORP |
44,010 | +1,091 | $3,891 |
| SBUX | 44,010 | +1,091 | $3,891 |
| SPDR SERIES TRUST (SPLG) |
101,873 | +32,546 | $3,550 |
| SPLG | 101,873 | +32,546 | $3,550 |
| MCKESSON CORP |
25,803 | +421 | $3,526 |
| MCK | 25,803 | +421 | $3,526 |
| AT&T INC |
93,060 | +5,560 | $3,521 |
| T | 93,060 | +5,560 | $3,521 |
| ISHARES TR (IVE) |
29,131 | +1,523 | $3,471 |
| IVE | 29,131 | +1,523 | $3,471 |
| LABORATORY CORP AMER HLDGS |
20,145 | +945 | $3,384 |
| LH | 20,145 | +945 | $3,384 |
| INTERNATIONAL BUSINESS MACHS |
22,403 | +1,621 | $3,258 |
| IBM | 22,403 | +1,621 | $3,258 |
| EXPEDITORS INTL WASH INC |
43,052 | +1,734 | $3,198 |
| EXPD | 43,052 | +1,734 | $3,198 |
See Full List: All Stocks Held By United Asset Strategies Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By United Asset Strategies Inc.
|
Size ($ in 1000's)
At 09/30/2019: $456,831 At 06/30/2019: $435,231 United Asset Strategies Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from United Asset Strategies Inc. 13F filings. Link to 13F filings: SEC filings |
