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  Name: UNITED ASSET STRATEGIES, INC.
  City: GARDEN CITY
  State: NY
  Zip: 11530
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,001,342,000
  Total Value Change : $111,105,000
  Securities Held Change : -1
   
All Securities Held : 234
  New Positions : 12
  Closed Positions : 18
  Increased Positions : 132
  Unchanged Positions : 12
  Decreased Positions : 78

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (CAH)1 Year Chart         CAH Cardinal Health Inc 116 New $97.96 $1,610,000 14,384 0.16% 1,610,000 14,384 0.005    Drugs Wholesale
   (NXT)1 Year Chart         NXT Nextracker Inc. 121 New $56.32 $1,510,000 26,830 0.15% 1,510,000 26,830 0.02    N/A
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 148 New $104.03 $936,000 8,502 0.09% 936,000 8,502 0.009    N/A
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders 159 New $104.03 $842,000 7,543 0.08% 842,000 7,543 0.003    Closed - End Fund - E...
   (XRT)1 Year Chart         XRT The SPDR Retail ETF streetT... 174 New $77.59 $745,000 9,435 0.07% 745,000 9,435 0.009    Closed - End Fund - E...
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 182 New $483.04 $614,000 1,470 0.06% 614,000 1,470 0.001    Drug Manufacturers - ...
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 203 New $0.00 $299,000 7,436 0.03% 299,000 7,436 0.008    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 214 New $491.55 $246,000 511 0.02% 246,000 511 0    Closed - End Fund - E...
   (QCLN)1 Year Chart         QCLN First Trust NASDAQ Clean Ed... 216 New $37.90 $238,000 6,863 0.02% 238,000 6,863 0.037    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 227 New $122.98 $205,000 1,665 0.02% 205,000 1,665 0.001    Closed - End Fund - E...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 228 New $173.92 $202,000 1,000 0.02% 202,000 1,000 0    Oil & Gas Refining, P...
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 229 New $3.11 $100,000 31,071 0.01% 100,000 31,071 0.004    Savings & Loans
      12 Records Found
  1    
Page 1 of 1
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