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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 (2016Q3)
Portfolio Summary: 137 holdings with a total value of $285,606,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 UNITED PARCEL SERVICE INC 15,482 1,693,000 0.59%
52 TEKLA HEALTHCARE INVS 70,924 1,689,000 0.59%
53 BOSTON PROPERTIES INC 11,555 1,575,000 0.55%
54 PROSHARES TR 40,715 1,550,000 0.54%
55 SELECT SECTOR SPDR TR 30,882 1,475,000 0.52%
56 SELECT SECTOR SPDR TR 30,796 1,473,000 0.52%
57 COCA COLA CO 33,200 1,385,000 0.48%
58 LOCKHEED MARTIN CORP 5,766 1,382,000 0.48%
59 ISHARES RUSSELL 1000 ETF 11,364 1,369,000 0.48%
60 DUKE ENERGY CORP NEW 16,986 1,360,000 0.48%
61 AT&T INC 33,308 1,353,000 0.47%
62 FIRST LONG IS CORP 38,063 1,262,000 0.44%
63 WEYERHAEUSER CO 38,945 1,244,000 0.44%
64 VANGUARD TAX-MANAGED FDS 31,405 1,175,000 0.41%
65 VERIZON COMMUNICATIONS INC 22,259 1,157,000 0.41%
66 INTEL CORP 30,073 1,135,000 0.40%
67 PAYCHEX INC 18,485 1,070,000 0.37%
68 NUVEEN PREFERRED SECURITIES 104,710 1,004,000 0.35%
69 FORD MTR CO DEL 76,501 923,000 0.32%
70 VANGUARD INDEX FDS 9,063 899,000 0.31%
71 KINGSTONE COS INC 95,232 879,000 0.31%
72 FACEBOOK INC 6,839 877,000 0.31%
73 BERKSHIRE HATHAWAY INC DEL 6,164 862,000 0.30%
74 BUCKEYE PARTNERS L P 11,500 823,000 0.29%
75 MICROSOFT CORP 14,061 810,000 0.28%
76 ISHARES TR 9,843 777,000 0.27%
77 ANNALY CAP MGMT INC 72,774 764,000 0.27%
78 HOME DEPOT INC 5,833 751,000 0.26%
79 POWERSHARES QQQ TRUST 6,275 745,000 0.26%
80 ISHARES TR 8,400 714,000 0.25%
81 HOST HOTELS & RESORTS INC 44,979 700,000 0.25%
82 ISHARES TR 18,215 682,000 0.24%
83 CATERPILLAR INC 7,667 681,000 0.24%
84 VANGUARD INDEX FDS 5,505 673,000 0.24%
85 JOHNSON & JOHNSON 5,843 659,000 0.23%
86 VENTAS INC 9,210 651,000 0.23%
87 VANGUARD INTL EQUITY INDEX F 16,803 632,000 0.22%
88 KINDER MORGAN INC DEL 27,396 622,000 0.22%
89 ISHARES TR 14,895 581,000 0.20%
90 NEXTERA ENERGY INC 4,439 543,000 0.19%
91 ALPHABET INC 694 539,000 0.19%
92 SPDR SERIES TRUST 12,104 527,000 0.18%
93 CONSOLIDATED EDISON INC 6,777 510,000 0.18%
94 PEPSICO INC 4,848 502,000 0.18%
95 VANGUARD BD INDEX FDS 6,178 499,000 0.17%
96 BOEING CO 3,739 493,000 0.17%
97 ENTERPRISE PRODS PARTNERS L 17,033 471,000 0.16%
98 VANGUARD BD INDEX FDS 5,228 458,000 0.16%
99 ISHARES TR 12,999 419,000 0.15%
100 WAL-MART STORES INC 6,069 414,000 0.14%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-021245, filed 2016.11.04).

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.