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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:  Unchanged 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
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 157 - $253.61 $858,000 3,121 0.09% 105,000 0 0.002    Insurance Brokers
   (FNF)1 Year Chart         FNF Fidelity National Financial... 185 - $50.14 $555,000 10,453 0.06% 22,000 0 0.004    Surety & Title Insurance
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 194 - $257.49 $406,000 1,643 0.04% 39,000 0 0.003    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 196 - $61.95 $366,000 6,000 0.04% 32,000 0 0.003    Closed - End Fund - Debt
   (TDG)1 Year Chart         TDG Transdigm Group Inc 198 - $1,362.30 $325,000 264 0.03% 58,000 0 0.001    Aerospace/Defense Pro...
   (COF)1 Year Chart         COF Capital One Financial Corp 204 - $135.48 $298,000 2,001 0.03% 36,000 0 0    Credit Services
   (BP)1 Year Chart         BP BP Plc (ADR) 208 - $35.33 $269,000 7,150 0.03% 16,000 0 0    Integrated Oil & Gas
   (MRO)1 Year Chart         MRO Marathon Oil Corp 210 - $27.96 $260,000 9,180 0.03% 38,000 0 0.001    Oil & Gas Refining, P...
   (UNP)1 Year Chart         UNP Union Pacific Corp 211 - $227.41 $253,000 1,030 0.03% 0 0 0    Railroads
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 219 - $89.00 $226,000 2,672 0.02% 25,000 0 0.001    Closed - End Fund - E...
   (ENSV)1 Year Chart         ENSV Enservco Corporation 232 - $0.24 $16,000 82,725 0% -5,000 0 0.724    Independent Oil & Gas
   (NRXP)1 Year Chart         NRXP Nrx Pharmaceuticals Ord Shs 234 - $0.00 $9,000 18,300 0% 1,000 0 0.038    N/A

      12 Records Found
  1    
Page 1 of 1
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