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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
47
8
2
3
3
2
34
6
1
UNITED ASSET STRATEGIES INC

Time Period2019-06-30

Total Holdings190

Total Value ($x1000)435,231
Activities
New18

Increased92

Unchanged12

Decreased68

Sold Out28

Top 10 Stock Holdingstotal 25.39%
XLK3.76

GLD2.82

USFR2.63

XLP2.54

XLF2.48

 
MSFT2.47

GOOGL2.25

DIS2.19

AAPL2.16

XLV2.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XLK
3.76%
TECHNOLOGY
GLD
2.82%
GOLD SHS
USFR
2.63%
BLMBRG FL TRFD
XLP
2.54%
SBI CONS STPLS
XLF
2.48%
SBI INT-FINL
MSFT
2.47%
COM
GOOGL
2.25%
CAP STK CL A
DIS
2.19%
COM DISNEY
AAPL
2.16%
COM
XLV
2.09%
SBI HEALTHCARE
AMZN
1.96%
COM
MA
1.73%
CL A
GD
1.65%
COM
EEM
1.57%
MSCI EMG MKT ETF
DG
1.54%
COM
FE
1.49%
COM
PANW
1.49%
COM
HD
1.48%
COM
C
1.48%
COM NEW
WM
1.45%
COM
CTSH
1.4%
CL A
D
1.33%
COM
VZ
1.3%
COM
XLY
1.28%
SBI CONS DISCR
SPY
1.27%
TR UNIT
BIL
1.25%
SPDR BLOOMBERG
KLAC
1.23%
COM
XLI
1.17%
SBI INT-INDS
BBT
1.16%
COM
JEC
1.14%
COM
AMGN
1.12%
COM
PK
1.09%
COM
BSX
1.06%
COM
LNG
1.03%
COM NEW
PFE
1.02%
COM
XOP
1.01%
S&P OILGAS EXP
MDLZ
1.01%
CL A
JPM
0.97%
COM
BXP
0.97%
COM
TPYP
0.89%
TORTOISE NRAM PI
CVX
0.87%
COM
GILD
0.83%
COM
SBUX
0.83%
COM
INTC
0.79%
COM
MCK
0.78%
COM
LH
0.76%
COM NEW
EVR
0.76%
CLASS A
IVE
0.74%
S&P 500 VAL ETF
EXPD
0.72%
COM
T
0.67%
COM
XLE
0.66%
SBI INT-ENERGY
IBM
0.66%
COM
EMR
0.66%
COM
TAP
0.6%
CL B
COF
0.59%
COM
IWN
0.57%
RUS 2000 VAL ETF
ONEK
0.55%
RUSSELL 1000 ETF
TLT
0.54%
20+ YR TR BD ETF
UTX
0.53%
COM
CSCO
0.52%
COM
GS
0.52%
COM
EFV
0.5%
EAFE VALUE ETF
IAU
0.5%
ISHARES
PG
0.5%
COM
XLU
0.49%
SBI INT-UTILS
MCD
0.46%
COM
PEP
0.44%
COM
AMLP
0.43%
ALERIAN MLP
LMT
0.43%
COM
KO
0.42%
COM
GSK
0.42%
SPONSORED ADR
PPA
0.4%
AEROSPACE DEFN
HQH
0.39%
SH BEN INT
SH
0.37%
SHORT S&P 500 NE
XOM
0.37%
COM
CMCSA
0.37%
CL A
CL
0.36%
COM
FB
0.34%
CL A
JCI
0.33%
SHS
UPS
0.33%
CL B
OKE
0.31%
COM
RSCO
0.3%
SM CAP COMPLETE
SCPB
0.29%
BARC SHT TR CP
BRK.B
0.29%
CL B NEW
MPC
0.29%
COM
IEMG
0.29%
CORE MSCI EMKT
SCHX
0.28%
US LRG CAP ETF
GWL
0.28%
S&P WRLD EX US
BA
0.27%
COM
PAYX
0.27%
COM
PRU
0.25%
COM
IFF
0.25%
COM
ETV
0.25%
COM
IWB
0.24%
RUS 1000 ETF
EFG
0.24%
EAFE GRWTH ETF
VV
0.24%
LARGE CAP ETF
NKE
0.23%
CL B
IBB
0.22%
NASDQ BIOTEC ETF
MO
0.21%
COM
XBI
0.21%
S&P BIOTECH
FLIC
0.2%
COM
ORCL
0.2%
COM
IYM
0.19%
U.S. BAS MTL ETF
CCI
0.19%
COM
COST
0.19%
COM
XLC
0.18%
COMMUNICATION
TRV
0.18%
COM
ED
0.17%
COM
QQQ
0.17%
UNIT SER 1
IWF
0.17%
RUS 1000 GRW ETF
JNJ
0.17%
COM
DD
0.17%
COM
GOOG
0.16%
CAP STK CL C
K
0.16%
COM
VTR
0.16%
COM
NLY
0.16%
COM
TJX
0.16%
COM
VEA
0.15%
FTSE DEV MKT ETF
ITR
0.15%
INTR TRM CORP BD
IYE
0.15%
U.S. ENERGY ETF
CDW
0.15%
COM
CF
0.15%
COM
VDC
0.14%
CONSUM STP ETF
REET
0.13%
GLOBAL REIT ETF
SCHO
0.13%
SHT TM US TRES
DOW
0.13%
COM
ALXN
0.13%
COM
IWP
0.13%
RUS MD CP GR ETF
AMAT
0.13%
COM
TFLO
0.13%
TRS FLT RT BD
NTRS
0.13%
COM
BAC
0.12%
COM
UAL
0.12%
COM
NOW
0.12%
COM
V
0.12%
COM CL A
FDX
0.11%
COM
IWO
0.11%
RUS 2000 GRW ETF
SCHF
0.11%
INTL EQTY ETF
VWO
0.11%
FTSE EMR MKT ETF
NFLX
0.11%
COM
MLPA
0.11%
GLBL X MLP ETF
MUR
0.11%
COM
MRK
0.1%
COM
CVS
0.1%
COM
FL
0.1%
COM
FPE
0.1%
PFD SECS INC ETF
PM
0.09%
COM
NEAR
0.09%
SHT MAT BD ETF
OPI
0.09%
COM SHS BEN INT
XLB
0.08%
SBI MATERIALS
EXC
0.07%
COM
UNP
0.07%
COM
BPT
0.07%
UNIT BEN INT
BPL
0.07%
UNIT LTD PARTN
CWB
0.07%
BRC CNV SECS ETF
TWOK
0.07%
SPDR RUSSEL 2000
EPD
0.07%
COM
VO
0.07%
MID CAP ETF
MMM
0.07%
COM
VNQ
0.07%
REIT ETF
HON
0.06%
COM
BIO
0.06%
CL A
VHT
0.06%
HEALTH CAR ETF
MRO
0.06%
COM
KMI
0.06%
COM
IDV
0.05%
INTL SEL DIV ETF
SHY
0.05%
1-3 YR TR BD ETF
GOVT
0.05%
U.S. TRS BD ETF
MCO
0.05%
COM
IEF
0.05%
7-10 Y TR BD ETF
IYR
0.05%
U.S. REAL ES ETF
EMB
0.05%
JP MOR EM MK ETF
CAT
0.05%
COM
WY
0.05%
COM
IGV
0.05%
NA TEC-SFTWR ETF
SCHH
0.05%
US REIT ETF
YUM
0.05%
COM
SST
0.05%
SHRT TRSRY ETF
GE
0.04%
COM
PGF
0.04%
FINL PFD ETF
JPS
0.04%
COM
LCUT
0.04%
COM
F
0.03%
COM PAR $0.01
ORC
0.03%
COM
CTL
0.03%
COM
ACB
0.02%
COM
NBEV
0.02%
COM
WPG
0.01%
COM
PDS
0.01%
COM 2010
FCEL
< 0.01%
COM
CCJ
1.32%
COM
PLD
1.2%
COM
QCOM
1.11%
COM
MOS
0.77%
COM
CYBR
0.68%
SHS
XYL
0.61%
COM
INDA
0.36%
MSCI INDIA ETF
EWG
0.33%
MSCI GERMANY ETF
FXI
0.33%
CHINA LG-CAP ETF
DWDP
0.31%
COM
APD
0.22%
COM
EWZ
0.21%
MSCI BRZ CAP ETF
UNH
0.17%
COM
SCHM
0.14%
US MID-CAP ETF
GWW
0.14%
COM
NOV
0.13%
COM
XLRE
0.11%
RL EST SEL SEC
DVA
0.11%
COM
GMM
0.08%
EMERG MKTS ETF
VIG
0.07%
DIV APP ETF
NOC
0.07%
COM
VTV
0.05%
VALUE ETF
BABA
0.05%
SPONSORED ADS
MU
0.05%
COM
VEU
0.05%
ALLWRLD EX US
IWM
0.05%
RUSSELL 2000 ETF
RQI
0.04%
COM
FCX
0.03%
COM