HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SELECT SECTOR SPDR TR (XLK) |
174,865 | -12,411 | $27,791 |
| XLK | 174,865 | -12,411 | $27,791 |
| MICROSOFT CORP |
86,363 | -5,144 | $26,626 |
| MSFT | 86,363 | -5,144 | $26,626 |
| AMAZON COM INC |
7,717 | +415 | $25,156 |
| AMZN | 7,717 | +415 | $25,156 |
| APPLE INC |
137,589 | +9,870 | $24,024 |
| AAPL | 137,589 | +9,870 | $24,024 |
| PALO ALTO NETWORKS INC |
33,460 | -6,194 | $20,829 |
| PANW | 33,460 | -6,194 | $20,829 |
| CHEVRON CORP NEW |
114,206 | +23,243 | $18,596 |
| CVX | 114,206 | +23,243 | $18,596 |
| ALPHABET INC |
6,569 | -324 | $18,271 |
| GOOGL | 6,569 | -324 | $18,271 |
| JPMORGAN CHASE & CO |
132,438 | +7,208 | $18,054 |
| JPM | 132,438 | +7,208 | $18,054 |
| SERVICENOW INC |
27,586 | +1,676 | $15,362 |
| NOW | 27,586 | +1,676 | $15,362 |
| JACOBS ENGR GROUP INC |
111,349 | +4,714 | $15,345 |
| J | 111,349 | +4,714 | $15,345 |
| APPLIED MATLS INC |
114,232 | -3,865 | $15,056 |
| AMAT | 114,232 | -3,865 | $15,056 |
| MASTERCARD INCORPORATED |
42,099 | +1,426 | $15,045 |
| MA | 42,099 | +1,426 | $15,045 |
| META PLATFORMS INC |
66,761 | +13,068 | $14,845 |
| FB | 66,761 | +13,068 | $14,845 |
| AMERICAN INTL GROUP INC |
231,870 | -3,359 | $14,554 |
| AIG | 231,870 | -3,359 | $14,554 |
| ADOBE SYSTEMS INCORPORATED |
30,330 | +2,321 | $13,819 |
| ADBE | 30,330 | +2,321 | $13,819 |
| AMGEN INC |
55,773 | +23,431 | $13,487 |
| AMGN | 55,773 | +23,431 | $13,487 |
| SPDR GOLD TR (GLD) |
73,259 | +45,654 | $13,234 |
| GLD | 73,259 | +45,654 | $13,234 |
| COCA COLA CO |
197,583 | +4,256 | $12,250 |
| KO | 197,583 | +4,256 | $12,250 |
| THERMO FISHER SCIENTIFIC INC |
19,531 | -1,643 | $11,536 |
| TMO | 19,531 | -1,643 | $11,536 |
| CIGNA CORP NEW |
46,822 | +2,268 | $11,219 |
| CI | 46,822 | +2,268 | $11,219 |
| MEDTRONIC PLC |
98,499 | +4,765 | $10,928 |
| MDT | 98,499 | +4,765 | $10,928 |
| MCKESSON CORP |
35,301 | -15,610 | $10,807 |
| MCK | 35,301 | -15,610 | $10,807 |
| DOMINION ENERGY INC |
126,469 | -9,053 | $10,746 |
| D | 126,469 | -9,053 | $10,746 |
| SPDR SER TR (SPLG) |
200,858 | -3,653 | $10,672 |
| SPLG | 200,858 | -3,653 | $10,672 |
| SELECT SECTOR SPDR TR (XLF) |
276,904 | -47,427 | $10,611 |
| XLF | 276,904 | -47,427 | $10,611 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
204,537 | -31,865 | $10,247 |
| VMBS | 204,537 | -31,865 | $10,247 |
| STARBUCKS CORP |
110,926 | +106,523 | $10,091 |
| SBUX | 110,926 | +106,523 | $10,091 |
| AMERICAN TOWER CORP NEW |
40,040 | -3,162 | $10,059 |
| AMT | 40,040 | -3,162 | $10,059 |
| ECOLAB INC |
56,893 | +38,756 | $10,045 |
| ECL | 56,893 | +38,756 | $10,045 |
| ROPER TECHNOLOGIES INC |
20,614 | +20,614 | $9,735 |
| ROP | 20,614 | +20,614 | $9,735 |
| SPDR SER TR (KBE) |
184,229 | +2,793 | $9,644 |
| KBE | 184,229 | +2,793 | $9,644 |
| WASTE MGMT INC DEL |
60,531 | -3,285 | $9,594 |
| WM | 60,531 | -3,285 | $9,594 |
| SEAGEN INC |
62,979 | +62,979 | $9,072 |
| SGEN | 62,979 | +62,979 | $9,072 |
| HOME DEPOT INC |
29,236 | -20,339 | $8,751 |
| HD | 29,236 | -20,339 | $8,751 |
| T MOBILE US INC |
66,534 | +1,416 | $8,540 |
| TMUS | 66,534 | +1,416 | $8,540 |
| SYNCHRONY FINANCIAL |
238,504 | -11,984 | $8,302 |
| SYF | 238,504 | -11,984 | $8,302 |
| ISHARES TR (EMB) |
82,398 | -4,493 | $8,055 |
| EMB | 82,398 | -4,493 | $8,055 |
| BRITISH AMERN TOB PLC |
186,316 | -161,151 | $7,855 |
| BTI | 186,316 | -161,151 | $7,855 |
| TAIWAN SEMICONDUCTOR MFG LTD |
74,764 | +74,764 | $7,795 |
| TSM | 74,764 | +74,764 | $7,795 |
| DOLLAR GEN CORP NEW |
34,834 | -32,582 | $7,755 |
| DG | 34,834 | -32,582 | $7,755 |
| DISNEY WALT CO |
54,473 | +1,367 | $7,472 |
| DIS | 54,473 | +1,367 | $7,472 |
| SCHWAB CHARLES CORP |
88,075 | -9,093 | $7,426 |
| SCHW | 88,075 | -9,093 | $7,426 |
| EXPEDITORS INTL WASH INC |
70,183 | +3,909 | $7,240 |
| EXPD | 70,183 | +3,909 | $7,240 |
| ISHARES TR (IVE) |
42,487 | +547 | $6,616 |
| IVE | 42,487 | +547 | $6,616 |
| SPDR SER TR (BIL) |
67,149 | +49,670 | $6,139 |
| BIL | 67,149 | +49,670 | $6,139 |
| INVESCO EXCHANGE TRADED FD T (RPV) |
71,154 | +1,132 | $6,094 |
| RPV | 71,154 | +1,132 | $6,094 |
| SPDR S&P 500 ETF TR (SPY) |
12,617 | -1,780 | $5,698 |
| SPY | 12,617 | -1,780 | $5,698 |
| SELECT SECTOR SPDR TR (XLB) |
59,731 | -3,389 | $5,265 |
| XLB | 59,731 | -3,389 | $5,265 |
| WILLIAMS COS INC |
147,695 | -1,768 | $4,934 |
| WMB | 147,695 | -1,768 | $4,934 |
| PEPSICO INC |
29,249 | +914 | $4,896 |
| PEP | 29,249 | +914 | $4,896 |
See Full List: All Stocks Held By United Asset Strategies Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By United Asset Strategies Inc.
|
Size ($ in 1000's)
At 03/31/2022: $786,386 At 12/31/2021: $839,799 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 |
