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Institutional Investment Manager
United Asset Strategies, Inc.
United Asset Strategies, Inc. (CIK: 0001539948) incorporated in New York, located at 377 Oak Street/Ste 403, Garden City, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 129 holdings with a total value of $223,845,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ANNALY CAP MGMT INC 64,905 596,000 0.27%
52 HOME DEPOT INC 6,061 674,000 0.30%
53 HSBC HLDGS PLC 15,255 684,000 0.31%
54 KINGSTONE COS INC 95,232 724,000 0.32%
55 NUVEEN PREFERRED SECURITIES 87,425 740,000 0.33%
56 BERKSHIRE HATHAWAY INC DEL 5,991 815,000 0.36%
57 PAYCHEX INC 17,378 815,000 0.36%
58 DISNEY WALT CO 7,230 825,000 0.37%
59 FIRST LONG IS CORP 29,941 830,000 0.37%
60 BUCKEYE PARTNERS L P 11,500 850,000 0.38%
61 VANGUARD INDEX FDS 11,538 862,000 0.39%
62 FORD MTR CO DEL 59,078 887,000 0.40%
63 VANGUARD INDEX FDS 9,618 912,000 0.41%
64 LOCKHEED MARTIN CORP 5,008 931,000 0.42%
65 INTERNATIONAL BUSINESS MACHS 5,761 937,000 0.42%
66 FACEBOOK INC 11,089 951,000 0.42%
67 DUKE ENERGY CORP NEW 14,024 990,000 0.44%
68 EXXON MOBIL CORP 11,950 994,000 0.44%
69 DU PONT E I DE NEMOURS & CO 16,742 1,071,000 0.48%
70 ISHARES TR 13,822 1,114,000 0.50%
71 POWERSHARES INDIA ETF TR 51,723 1,119,000 0.50%
72 COCA COLA CO 29,655 1,163,000 0.52%
73 WISDOMTREE TR 18,886 1,163,000 0.52%
74 SELECT SECTOR SPDR TR 24,976 1,209,000 0.54%
75 AT&T INC 35,638 1,266,000 0.57%
76 CONOCOPHILLIPS 21,220 1,303,000 0.58%
77 EVERCORE PARTNERS INC 25,045 1,351,000 0.60%
78 DIREXION SHS ETF TRUST DAILY 20 YR TREASURY BEAR 40,595 1,386,000 0.62%
79 VANGUARD TAX-MANAGED FDS 35,430 1,405,000 0.63%
80 AQUA AMERICA INC 57,354 1,405,000 0.63%
81 VERIZON COMMUNICATIONS INC 31,343 1,461,000 0.65%
82 CISCO SYS INC 55,876 1,534,000 0.69%
83 POWERSHARES EXCHANGE-TRADED FD TR AEROSPACE & DEFENSE PORT 46,630 1,647,000 0.74%
84 SPDR GOLD TR 15,608 1,754,000 0.78%
85 PFIZER INC 57,535 1,929,000 0.86%
86 UNITED PARCEL SERVICE INC 20,415 1,978,000 0.88%
87 ALTRIA GROUP INC 41,687 2,039,000 0.91%
88 ISHARES TR 70,006 2,050,000 0.92%
89 OCCIDENTAL PETE CORP DEL 28,607 2,225,000 0.99%
90 AMAZON COM INC 5,161 2,240,000 1.00%
91 COGNIZANT TECHNOLOGY SOLUTIO 37,375 2,283,000 1.02%
92 STAG INDL INC 116,183 2,324,000 1.04%
93 SPDR S&P 500 ETF TR 11,573 2,382,000 1.06%
94 MARATHON PETE CORP 46,311 2,423,000 1.08%
95 EATON VANCE TX MNG BY WRT OP 165,483 2,454,000 1.10%
96 Oaktree Cap Grp Llc 46,869 2,492,000 1.11%
97 ISHARES GOLD TRUST 221,941 2,517,000 1.12%
98 AMERICAN TOWER CORP NEW 27,107 2,529,000 1.13%
99 JACOBS ENGR GROUP INC 64,675 2,627,000 1.17%
100 EASTMAN CHEM CO 34,225 2,800,000 1.25%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-009176, filed 2015.08.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.