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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 : 18     View All Holdings Currently Viewing:  Closed 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
   (IPAY)1 Year Chart         IPAY Amplify Mobile Payments ETF 250 Closed $49.71 $0 0 0% -244,000 -5,249 0    N/A
   (TPYP)1 Year Chart         TPYP Tortoise North American Pip... 237 Closed $0.00 $0 0 0% -229,000 -8,820 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 243 Closed $110.88 $0 0 0% -227,000 -2,093 0    Closed - End Fund - E...
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 249 Closed $15.89 $0 0 0% -141,000 -10,208 0    Oil & Gas Pipelines &...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 236 Closed $532.48 $0 0 0% -227,000 -476 0    Closed - End Fund - E...
   (PSK)1 Year Chart         PSK SPDR Series Trust 242 Closed $33.93 $0 0 0% -946,000 -28,224 0    Closed - End Fund - Debt
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 248 Closed $56.72 $0 0 0% -5,802,000 -107,508 0    Closed - End Fund - E...
   (BF.B)1 Year Chart         BF.B Brown Forman Corporation 235 Closed $47.56 $0 0 0% -705,000 -12,346 0    Beverage - Wineries &...
   (SKX)1 Year Chart         SKX Skechers USA Inc 241 Closed $69.37 $0 0 0% -1,496,000 -23,991 0    Textile - Apparel Foo...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 247 Closed $0.00 $0 0 0% -588,000 -6,434 0    Closed - End Fund - E...
   (HCA)1 Year Chart         HCA HCA Holdings Inc 240 Closed $326.96 $0 0 0% -274,000 -1,014 0    Hospitals
   (XME)1 Year Chart         XME streetTRACKS Series Trust S... 246 Closed $63.23 $0 0 0% -854,000 -14,274 0    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 252 Closed $536.12 $0 0 0% -208,000 -430 0    Closed - End Fund - E...
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 239 Closed $4.60 $0 0 0% -802,000 -18,850 0    Closed - End Fund - Debt
   (MMAT)1 Year Chart         MMAT Meta Materials Ord Shs 245 Closed $0.06 $0 0 0% -3,000 -40,000 0    N/A
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 251 Closed $173.28 $0 0 0% -1,452,000 -7,355 0    Drugs - Generic
   (JMBS)1 Year Chart         JMBS Janus Henderson Mortgagebac... 238 Closed $44.81 $0 0 0% -229,000 -4,977 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 244 Closed $163.36 $0 0 0% -314,000 -2,102 0    Closed - End Fund - E...

      18 Records Found
  1    
Page 1 of 1
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