HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SELECT SECTOR SPDR TR (XLK) |
220,400 | +26,074 | $16,310 |
| XLK | 220,400 | +26,074 | $16,310 |
| SELECT SECTOR SPDR TR (XLP) |
221,893 | +23,768 | $12,450 |
| XLP | 221,893 | +23,768 | $12,450 |
| SELECT SECTOR SPDR TR (XLF) |
432,806 | +13,798 | $11,127 |
| XLF | 432,806 | +13,798 | $11,127 |
| SPDR GOLD TRUST (GLD) |
90,455 | -20,663 | $11,036 |
| GLD | 90,455 | -20,663 | $11,036 |
| SELECT SECTOR SPDR TR (XLV) |
116,439 | +11,593 | $10,683 |
| XLV | 116,439 | +11,593 | $10,683 |
| ALPHABET INC |
9,033 | +7 | $10,631 |
| GOOGL | 9,033 | +7 | $10,631 |
| WISDOMTREE TR |
415,334 | +415,334 | $10,417 |
| USFR | 415,334 | +415,334 | $10,417 |
| MICROSOFT CORP |
78,760 | +39,591 | $9,289 |
| MSFT | 78,760 | +39,591 | $9,289 |
| APPLE INC |
48,746 | -230 | $9,259 |
| AAPL | 48,746 | -230 | $9,259 |
| AMAZON COM INC |
4,535 | +539 | $8,076 |
| AMZN | 4,535 | +539 | $8,076 |
| DISNEY WALT CO |
68,710 | +4,132 | $7,629 |
| DIS | 68,710 | +4,132 | $7,629 |
| ISHARES TR (EEM) |
160,753 | +31,795 | $6,900 |
| EEM | 160,753 | +31,795 | $6,900 |
| MASTERCARD INC |
28,959 | +53 | $6,818 |
| MA | 28,959 | +53 | $6,818 |
| SELECT SECTOR SPDR TR (XLY) |
57,536 | +8,321 | $6,550 |
| XLY | 57,536 | +8,321 | $6,550 |
| SELECT SECTOR SPDR TR (XLI) |
86,637 | +15,604 | $6,500 |
| XLI | 86,637 | +15,604 | $6,500 |
| GENERAL DYNAMICS CORP |
37,760 | +2,047 | $6,392 |
| GD | 37,760 | +2,047 | $6,392 |
| FIRSTENERGY CORP |
147,621 | +4,918 | $6,143 |
| FE | 147,621 | +4,918 | $6,143 |
| DOLLAR GEN CORP NEW |
49,817 | +19,457 | $5,943 |
| DG | 49,817 | +19,457 | $5,943 |
| VERIZON COMMUNICATIONS INC |
98,298 | +24,735 | $5,812 |
| VZ | 98,298 | +24,735 | $5,812 |
| WASTE MGMT INC DEL |
55,931 | -615 | $5,812 |
| WM | 55,931 | -615 | $5,812 |
| MOLSON COORS BREWING CO |
97,208 | +50,503 | $5,798 |
| TAP | 97,208 | +50,503 | $5,798 |
| DOMINION ENERGY INC |
74,177 | -55,914 | $5,686 |
| D | 74,177 | -55,914 | $5,686 |
| CAMECO CORP |
474,890 | -6,120 | $5,599 |
| CCJ | 474,890 | -6,120 | $5,599 |
| COGNIZANT TECHNOLOGY SOLUTIO |
74,058 | +4,485 | $5,366 |
| CTSH | 74,058 | +4,485 | $5,366 |
| PROLOGIS INC |
71,193 | +71,193 | $5,122 |
| PLD | 71,193 | +71,193 | $5,122 |
| SPDR S&P 500 ETF TR (SPY) |
18,045 | -2,274 | $5,097 |
| SPY | 18,045 | -2,274 | $5,097 |
| CITIGROUP INC |
81,440 | +9,772 | $5,067 |
| C | 81,440 | +9,772 | $5,067 |
| AMGEN INC |
26,085 | +407 | $4,956 |
| AMGN | 26,085 | +407 | $4,956 |
| QUALCOMM INC |
82,971 | +35,803 | $4,732 |
| QCOM | 82,971 | +35,803 | $4,732 |
| SELECT SECTOR SPDR TR (XLE) |
67,656 | +16,038 | $4,473 |
| XLE | 67,656 | +16,038 | $4,473 |
| JACOBS ENGR GROUP INC |
59,189 | +20,914 | $4,450 |
| JEC | 59,189 | +20,914 | $4,450 |
| BB&T CORP |
95,216 | +7,713 | $4,430 |
| BBT | 95,216 | +7,713 | $4,430 |
| CHENIERE ENERGY INC |
64,610 | +4,745 | $4,417 |
| LNG | 64,610 | +4,745 | $4,417 |
| ISHARES TR (TLT) |
34,273 | -21,966 | $4,333 |
| TLT | 34,273 | -21,966 | $4,333 |
| MONDELEZ INTL INC |
81,646 | +1,079 | $4,076 |
| MDLZ | 81,646 | +1,079 | $4,076 |
| BOSTON SCIENTIFIC CORP |
103,690 | +5,190 | $3,980 |
| BSX | 103,690 | +5,190 | $3,980 |
| MANAGED PORTFOLIO SER |
160,810 | +5,862 | $3,840 |
| TPYP | 160,810 | +5,862 | $3,840 |
| JPMORGAN CHASE & CO |
37,624 | +3,522 | $3,809 |
| JPM | 37,624 | +3,522 | $3,809 |
| PFIZER INC |
89,084 | +27,112 | $3,783 |
| PFE | 89,084 | +27,112 | $3,783 |
| SELECT SECTOR SPDR TR (XLU) |
61,479 | +24,744 | $3,576 |
| XLU | 61,479 | +24,744 | $3,576 |
| GILEAD SCIENCES INC |
54,957 | -15,621 | $3,573 |
| GILD | 54,957 | -15,621 | $3,573 |
| INTEL CORP |
66,242 | +4,839 | $3,557 |
| INTC | 66,242 | +4,839 | $3,557 |
| CHEVRON CORP NEW |
28,163 | +6,143 | $3,469 |
| CVX | 28,163 | +6,143 | $3,469 |
| MOSAIC CO NEW |
119,391 | +15,773 | $3,261 |
| MOS | 119,391 | +15,773 | $3,261 |
| STARBUCKS CORP |
43,583 | -6,074 | $3,240 |
| SBUX | 43,583 | -6,074 | $3,240 |
| EVERCORE INC |
35,320 | +546 | $3,214 |
| EVR | 35,320 | +546 | $3,214 |
| EXPEDITORS INTL WASH INC |
41,771 | +880 | $3,170 |
| EXPD | 41,771 | +880 | $3,170 |
| CYBERARK SOFTWARE LTD |
24,134 | +24,134 | $2,873 |
| CYBR | 24,134 | +24,134 | $2,873 |
| LABORATORY CORP AMER HLDGS |
18,760 | +725 | $2,870 |
| LH | 18,760 | +725 | $2,870 |
| ISHARES TR (IVE) |
25,091 | +8,343 | $2,829 |
| IVE | 25,091 | +8,343 | $2,829 |
See Full List: All Stocks Held By United Asset Strategies Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By United Asset Strategies Inc.
|
Size ($ in 1000's)
At 03/31/2019: $425,587 At 12/31/2018: $366,334 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 |
