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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 (2016Q1)
Portfolio Summary: 126 holdings with a total value of $224,186,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 COCA COLA CO 27,963 1,297,000 0.58%
52 DUKE ENERGY CORP NEW 15,179 1,225,000 0.55%
53 WEYERHAEUSER CO 39,005 1,208,000 0.54%
54 LOCKHEED MARTIN CORP 5,215 1,155,000 0.52%
55 FIRST LONG IS CORP 38,423 1,095,000 0.49%
56 DU PONT E I DE NEMOURS & CO 17,240 1,092,000 0.49%
57 PROSHARES TR 29,430 1,085,000 0.48%
58 GRAY TELEVISION INC COM 89,810 1,053,000 0.47%
59 BERKSHIRE HATHAWAY INC DEL 6,508 923,000 0.41%
60 ISHARES RUSSELL 1000 ETF 8,076 921,000 0.41%
61 SELECT SECTOR SPDR TR 20,279 909,000 0.41%
62 VANGUARD INDEX FDS 9,291 873,000 0.39%
63 PAYCHEX INC 15,714 849,000 0.38%
64 HOME DEPOT INC 6,228 831,000 0.37%
65 DISNEY WALT CO 8,204 815,000 0.36%
66 KINGSTONE COS INC 95,232 787,000 0.35%
67 BUCKEYE PARTNERS L P 11,500 781,000 0.35%
68 ISHARES TR 10,622 778,000 0.35%
69 FORD MTR CO DEL 51,361 693,000 0.31%
70 ETFS PHYSICAL PLATINUM SHARES 7,147 672,000 0.30%
71 WISDOMTREE TR 12,874 668,000 0.30%
72 NUVEEN PREFERRED SECURITIES 73,910 664,000 0.30%
73 MICROSOFT CORP 11,564 639,000 0.29%
74 SPDR SERIES TRUST 13,713 633,000 0.28%
75 ISHARES TR 16,555 576,000 0.26%
76 JOHNSON & JOHNSON 5,236 566,000 0.25%
77 NEXTERA ENERGY INC 4,537 537,000 0.24%
78 CONSOLIDATED EDISON INC 6,727 515,000 0.23%
79 ANNALY CAP MGMT INC 49,280 506,000 0.23%
80 VENTAS INC 7,982 503,000 0.22%
81 PEPSICO INC 4,577 469,000 0.21%
82 Market Vectors Short Term Muni 26,500 467,000 0.21%
83 GLAXOSMITHKLINE PLC 11,198 454,000 0.20%
84 BOEING CO 3,481 442,000 0.20%
85 VANGUARD BD INDEX FDS 5,487 442,000 0.20%
86 KINDER MORGAN INC DEL 23,613 422,000 0.19%
87 COHEN & STEERS QUALITY RLTY 32,739 406,000 0.18%
88 WAL-MART STORES INC 5,729 392,000 0.17%
89 ISHARES TR 6,661 381,000 0.17%
90 VANGUARD INDEX FDS 3,113 377,000 0.17%
91 EXELON CORP 10,065 361,000 0.16%
92 ENTERPRISE PRODS PARTNERS L 14,653 361,000 0.16%
93 INTEL CORP 11,081 358,000 0.16%
94 Oaktree Cap Grp Llc 7,185 354,000 0.16%
95 AUTOMATIC DATA PROCESSING IN 3,849 345,000 0.15%
96 BRISTOL MYERS SQUIBB CO 5,359 342,000 0.15%
97 POWERSHARES ETF TR II 13,557 335,000 0.15%
98 ISHARES TR 11,500 333,000 0.15%
99 VANGUARD SPECIALIZED FUNDS 4,000 325,000 0.14%
100 BANK AMER CORP 21,730 294,000 0.13%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-016242, filed 2016.05.05).

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.