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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
54
9
1
2
2
1
32
6
3
UNITED ASSET STRATEGIES INC

Time Period2018-12-31

Total Holdings188

Total Value ($x1000)366,334
Activities
New21

Increased81

Unchanged14

Decreased72

Sold Out37

Top 10 Stock Holdingstotal 28.07%
GLD3.68

XLK3.29

BIL3.1

SH2.83

XLP2.75

 
XLF2.72

GOOGL2.57

D2.54

XLV2.48

AAPL2.11

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
GLD
3.68%
GOLD SHS
XLK
3.29%
TECHNOLOGY
BIL
3.1%
SPDR BLOOMBERG
SH
2.83%
SHORT S&P 500 NE
XLP
2.75%
SBI CONS STPLS
XLF
2.72%
SBI INT-FINL
GOOGL
2.57%
CAP STK CL A
D
2.54%
COM
XLV
2.48%
SBI HEALTHCARE
AAPL
2.11%
COM
DIS
1.93%
COM DISNEY
TLT
1.87%
20+ YR TR BD ETF
AMZN
1.64%
COM
CCI
1.58%
COM
GD
1.53%
COM
CCJ
1.49%
COM
MA
1.49%
CL A
FE
1.46%
COM
SPY
1.39%
TR UNIT
EEM
1.37%
MSCI EMG MKT ETF
WM
1.37%
COM
AMGN
1.36%
COM
XLY
1.33%
SBI CONS DISCR
XLI
1.25%
SBI INT-INDS
CTSH
1.21%
CL A
GILD
1.21%
COM
VZ
1.13%
COM
MSFT
1.09%
COM
BBT
1.03%
COM
C
1.02%
COM NEW
IAU
1.02%
ISHARES
LNG
0.97%
COM NEW
IGV
0.97%
NA TEC-SFTWR ETF
BSX
0.95%
COM
JPM
0.91%
COM
ONEK
0.91%
RUSSELL 1000 ETF
DG
0.9%
COM
MDLZ
0.88%
CL A
SBUX
0.87%
COM
TPYP
0.84%
TORTOISE NRAM PI
MOS
0.83%
COM
XLE
0.81%
SBI INT-ENERGY
INTC
0.79%
COM
EXPD
0.76%
COM
PFE
0.74%
COM
QCOM
0.73%
COM
TAP
0.72%
CL B
EVR
0.68%
CLASS A
CVX
0.65%
COM
LH
0.62%
COM NEW
JEC
0.61%
COM
XYL
0.59%
COM
MCK
0.56%
COM
PANW
0.55%
COM
EMR
0.54%
COM
T
0.54%
COM
PG
0.53%
COM
XLU
0.53%
SBI INT-UTILS
CSCO
0.51%
COM
IBM
0.51%
COM
GSK
0.47%
SPONSORED ADR
IVE
0.46%
S&P 500 VAL ETF
GS
0.46%
COM
IWN
0.44%
RUS 2000 VAL ETF
HD
0.43%
COM
AMLP
0.41%
ALERIAN MLP
XLB
0.41%
SBI MATERIALS
MO
0.4%
COM
MPC
0.4%
COM
MCD
0.4%
COM
HQH
0.37%
SH BEN INT
PPA
0.36%
AEROSPACE DEFN
LMT
0.35%
COM
BRK.B
0.34%
CL B NEW
PEP
0.34%
COM
SCHX
0.33%
US LRG CAP ETF
KO
0.33%
COM
FLIC
0.33%
COM
COF
0.33%
COM
UTX
0.3%
COM
VNQ
0.3%
REIT ETF
VEA
0.28%
FTSE DEV MKT ETF
PAYX
0.28%
COM
UPS
0.27%
CL B
CL
0.27%
COM
IWB
0.26%
RUS 1000 ETF
DWDP
0.26%
COM
OKE
0.26%
COM
BA
0.26%
COM
IBB
0.25%
NASDQ BIOTEC ETF
FB
0.25%
CL A
HCP
0.25%
COM
IYM
0.24%
U.S. BAS MTL ETF
VV
0.24%
LARGE CAP ETF
SCPB
0.24%
BARC SHT TR CP
EFG
0.23%
EAFE GRWTH ETF
ETV
0.22%
COM
EWG
0.22%
MSCI GERMANY ETF
XLC
0.22%
COMMUNICATION
NEE
0.22%
COM
XBI
0.21%
S&P BIOTECH
JCI
0.21%
SHS
JNJ
0.2%
COM
GOOG
0.2%
CAP STK CL C
UNH
0.2%
COM
IFF
0.19%
COM
NLY
0.19%
COM
IYE
0.19%
U.S. ENERGY ETF
PRU
0.19%
COM
INDA
0.18%
MSCI INDIA ETF
ED
0.18%
COM
ORCL
0.18%
COM
APD
0.17%
COM
ITR
0.16%
INTR TRM CORP BD
COST
0.16%
COM
EFV
0.16%
EAFE VALUE ETF
VTR
0.16%
COM
CF
0.16%
COM
VMW
0.16%
CL A COM
FXI
0.16%
CHINA LG-CAP ETF
IWF
0.16%
RUS 1000 GRW ETF
BAC
0.15%
COM
XOM
0.15%
COM
VDC
0.15%
CONSUM STP ETF
FTNT
0.14%
COM
VWO
0.14%
FTSE EMR MKT ETF
GWW
0.14%
COM
EPD
0.14%
COM
K
0.14%
COM
REET
0.14%
GLOBAL REIT ETF
NOV
0.13%
COM
UAL
0.13%
COM
LLY
0.13%
COM
EWZ
0.13%
MSCI BRZ CAP ETF
NTRS
0.13%
COM
CVS
0.12%
COM
IWP
0.12%
RUS MD CP GR ETF
STI
0.12%
COM
IWO
0.12%
RUS 2000 GRW ETF
MLPA
0.11%
GLBL X MLP ETF
FDX
0.11%
COM
NEAR
0.11%
SHT MAT BD ETF
MUR
0.11%
COM
MRK
0.11%
COM
DVA
0.1%
COM
V
0.1%
COM CL A
PM
0.09%
COM
BPL
0.09%
UNIT LTD PARTN
BIO
0.09%
CL A
MMM
0.08%
COM
GMM
0.08%
EMERG MKTS ETF
SCHO
0.08%
SHT TM US TRES
IDV
0.08%
INTL SEL DIV ETF
NFLX
0.08%
COM
CWB
0.08%
BRC CNV SECS ETF
TWOK
0.08%
SPDR RUSSEL 2000
EXC
0.08%
COM
PEG
0.07%
COM
DUK
0.07%
COM NEW
WPC
0.07%
COM
MRO
0.07%
COM
NOC
0.07%
COM
XLRE
0.07%
RL EST SEL SEC
GWL
0.07%
S&P WRLD EX US
KMI
0.07%
COM
HON
0.07%
COM
RSCO
0.07%
SM CAP COMPLETE
CAT
0.07%
COM
TSLA
0.06%
COM
VO
0.06%
MID CAP ETF
VHT
0.06%
HEALTH CAR ETF
YUM
0.06%
COM
VEU
0.06%
ALLWRLD EX US
VIG
0.06%
DIV APP ETF
BMY
0.06%
COM
GOVT
0.06%
U.S. TRS BD ETF
ADP
0.06%
COM
EMB
0.06%
JP MOR EM MK ETF
TLO
0.06%
BRCLYS LG TRS ET
PGF
0.05%
FINL PFD ETF
JPS
0.04%
COM
GE
0.04%
COM
RQI
0.04%
COM
FCX
0.03%
COM
ORC
0.02%
COM
ACB
0.02%
COM
WPG
0.01%
COM
PDS
0.01%
COM 2010
IWM
1.53%
RUSSELL 2000 ETF
ATVI
0.98%
COM
KRE
0.97%
S&P REGL BKG
SQ
0.94%
CL A
SLB
0.93%
COM
BKNG
0.88%
COM
XRT
0.67%
S&P RETAIL ETF
SCHA
0.32%
US SML CAP ETF
BLK
0.3%
COM
ANDV
0.29%
COM
QQQ
0.2%
UNIT SER 1
WCG
0.18%
COM
SPLK
0.16%
COM
CLR
0.15%
COM
APC
0.14%
COM
TRV
0.14%
COM
VLO
0.13%
COM
PLD
0.13%
COM
STMP
0.12%
COM NEW
PWR
0.11%
COM
SYF
0.11%
COM
FPE
0.1%
PFD SECS INC ETF
OIH
0.1%
OIL SVCS ETF
MU
0.09%
COM
MKSI
0.09%
COM
BPT
0.08%
UNIT BEN INT
HQY
0.08%
COM
WY
0.06%
COM
SCHR
0.06%
INTRM TRM TRES
BABA
0.06%
SPONSORED ADS
DHI
0.05%
COM
IJR
0.05%
CORE S&P SCP ETF
IYW
0.05%
U.S. TECH ETF
WFC
0.05%
COM
PAA
0.05%
UNIT LTD PARTN
EFA
0.05%
MSCI EAFE ETF
NAP
0.01%
COM UNIT LTD