HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (BIL) |
207,613 | +154,321 | $19,024 |
| BIL | 207,613 | +154,321 | $19,024 |
| SELECT SECTOR SPDR TR (XLK) |
228,069 | -3,104 | $18,330 |
| XLK | 228,069 | -3,104 | $18,330 |
| MICROSOFT CORP |
99,216 | +14,112 | $15,647 |
| MSFT | 99,216 | +14,112 | $15,647 |
| SPDR GOLD TRUST (GLD) |
96,494 | -1,545 | $14,286 |
| GLD | 96,494 | -1,545 | $14,286 |
| SELECT SECTOR SPDR TR (XLP) |
187,906 | -3,248 | $10,235 |
| XLP | 187,906 | -3,248 | $10,235 |
| AMAZON COM INC |
5,044 | +58 | $9,834 |
| AMZN | 5,044 | +58 | $9,834 |
| FIRSTENERGY CORP |
224,005 | +115,098 | $8,976 |
| FE | 224,005 | +115,098 | $8,976 |
| HOME DEPOT INC |
45,754 | +12,371 | $8,543 |
| HD | 45,754 | +12,371 | $8,543 |
| MEDTRONIC PLC |
93,066 | +66,683 | $8,393 |
| MDT | 93,066 | +66,683 | $8,393 |
| APPLE INC |
32,967 | -14,138 | $8,383 |
| AAPL | 32,967 | -14,138 | $8,383 |
| WISDOMTREE TR |
315,641 | -214,493 | $7,926 |
| USFR | 315,641 | -214,493 | $7,926 |
| PALO ALTO NETWORKS INC |
46,924 | +13,315 | $7,694 |
| PANW | 46,924 | +13,315 | $7,694 |
| ALPHABET INC |
6,618 | -728 | $7,690 |
| GOOGL | 6,618 | -728 | $7,690 |
| DOLLAR GEN CORP NEW |
50,797 | +405 | $7,671 |
| DG | 50,797 | +405 | $7,671 |
 FACEBOOK INC |
$7,379 | ||
| FB | 44,236 | +14,075 | $7,379 |
| Call | 100 | +100 | $0 |
| SELECT SECTOR SPDR TR (XLV) |
82,985 | -9,347 | $7,351 |
| XLV | 82,985 | -9,347 | $7,351 |
| SELECT SECTOR SPDR TR (XLF) |
332,690 | -52,608 | $6,927 |
| XLF | 332,690 | -52,608 | $6,927 |
| DOMINION ENERGY INC |
94,176 | +16,124 | $6,799 |
| D | 94,176 | +16,124 | $6,799 |
| INTEL CORP |
123,985 | +42,928 | $6,710 |
| INTC | 123,985 | +42,928 | $6,710 |
| ISHARES INC (IEMG) |
152,665 | +128,468 | $6,178 |
| IEMG | 152,665 | +128,468 | $6,178 |
| BOSTON PROPERTIES INC |
64,443 | +1,449 | $5,944 |
| BXP | 64,443 | +1,449 | $5,944 |
| JPMORGAN CHASE & CO |
63,535 | +22,841 | $5,720 |
| JPM | 63,535 | +22,841 | $5,720 |
| ISHARES TR (IEUR) |
151,847 | +151,847 | $5,630 |
| IEUR | 151,847 | +151,847 | $5,630 |
| WASTE MGMT INC DEL |
59,236 | +1,558 | $5,483 |
| WM | 59,236 | +1,558 | $5,483 |
| AMGEN INC |
26,969 | +288 | $5,467 |
| AMGN | 26,969 | +288 | $5,467 |
| THERMO FISHER SCIENTIFIC INC |
18,764 | +18,764 | $5,321 |
| TMO | 18,764 | +18,764 | $5,321 |
| GENERAL DYNAMICS CORP |
39,912 | +561 | $5,281 |
| GD | 39,912 | +561 | $5,281 |
| CHEVRON CORP NEW |
69,155 | +33,750 | $5,011 |
| CVX | 69,155 | +33,750 | $5,011 |
| DISNEY WALT CO |
$4,736 | ||
| DIS | 49,007 | -8,737 | $4,734 |
| Call | 100 | +100 | $2 |
| SPDR SER TR (SPLG) |
150,495 | -906 | $4,552 |
| SPLG | 150,495 | -906 | $4,552 |
| SPDR S&P 500 ETF TR (SPY) |
16,763 | -2,886 | $4,321 |
| SPY | 16,763 | -2,886 | $4,321 |
| SELECT SECTOR SPDR TR (XLY) |
43,124 | -8,592 | $4,230 |
| XLY | 43,124 | -8,592 | $4,230 |
| ISHARES TR (IVE) |
42,207 | +203 | $4,062 |
| IVE | 42,207 | +203 | $4,062 |
| COGNIZANT TECHNOLOGY SOLUTIO |
85,404 | +3,790 | $3,969 |
| CTSH | 85,404 | +3,790 | $3,969 |
| TRUIST FINL CORP |
128,409 | -1,534 | $3,960 |
| TFC | 128,409 | -1,534 | $3,960 |
| SELECT SECTOR SPDR TR (XLI) |
64,759 | -2,999 | $3,821 |
| XLI | 64,759 | -2,999 | $3,821 |
| CITIGROUP INC |
86,539 | -18,157 | $3,645 |
| C | 86,539 | -18,157 | $3,645 |
| PROSHARES TR (SH) |
126,583 | +111,258 | $3,501 |
| SH | 126,583 | +111,258 | $3,501 |
| AT&T INC |
119,194 | +11,698 | $3,475 |
| T | 119,194 | +11,698 | $3,475 |
| ECOLAB INC |
21,468 | +21,468 | $3,345 |
| ECL | 21,468 | +21,468 | $3,345 |
| EXPEDITORS INTL WASH INC |
47,924 | +3,373 | $3,197 |
| EXPD | 47,924 | +3,373 | $3,197 |
| MASTERCARD INC |
13,216 | -15,355 | $3,192 |
| MA | 13,216 | -15,355 | $3,192 |
| LABORATORY CORP AMER HLDGS |
22,412 | +925 | $2,833 |
| LH | 22,412 | +925 | $2,833 |
| SELECT SECTOR SPDR TR (XLU) |
50,981 | +20,934 | $2,825 |
| XLU | 50,981 | +20,934 | $2,825 |
| PROCTER & GAMBLE CO |
25,340 | -616 | $2,787 |
| PG | 25,340 | -616 | $2,787 |
| JACOBS ENGR GROUP INC |
32,077 | -27,884 | $2,543 |
| JEC | 32,077 | -27,884 | $2,543 |
| ISHARES TR (TLT) |
13,936 | -2,436 | $2,299 |
| TLT | 13,936 | -2,436 | $2,299 |
| MONDELEZ INTL INC |
44,831 | -42,082 | $2,245 |
| MDLZ | 44,831 | -42,082 | $2,245 |
| NIKE INC |
26,916 | -68 | $2,227 |
| NKE | 26,916 | -68 | $2,227 |
| MCKESSON CORP |
15,392 | -11,560 | $2,082 |
| MCK | 15,392 | -11,560 | $2,082 |
See Full List: All Stocks Held By United Asset Strategies Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By United Asset Strategies Inc.
|
Size ($ in 1000's)
At 03/31/2020: $403,160 At 12/31/2019: $515,007 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 |
