United Asset Strategies, Inc. Buys SPDR Bloomberg Barclays 1-3 Month T-Bill, Medtronic PLC, iShares Core MSCI Europe, Sells iShares MSCI Emerging Index Fund, Illumina Inc, iShares Russell 2000 Value

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May 08, 2020
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Garden City, NY, based Investment company United Asset Strategies, Inc. (Current Portfolio) buys SPDR Bloomberg Barclays 1-3 Month T-Bill, Medtronic PLC, iShares Core MSCI Europe, Thermo Fisher Scientific Inc, iShares Core MSCI Emerging Markets, sells iShares MSCI Emerging Index Fund, Illumina Inc, iShares Russell 2000 Value, Boston Scientific Corp, NVIDIA Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, United Asset Strategies, Inc.. As of 2020Q1, United Asset Strategies, Inc. owns 174 stocks with a total value of $390 million. These are the details of the buys and sells.

For the details of United Asset Strategies, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/united+asset+strategies%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of United Asset Strategies, Inc.
  1. SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL) - 207,613 shares, 4.87% of the total portfolio. Shares added by 289.58%
  2. SPDR Select Sector Fund - Technology (XLK) - 228,069 shares, 4.70% of the total portfolio. Shares reduced by 1.34%
  3. Microsoft Corp (MSFT) - 99,216 shares, 4.01% of the total portfolio. Shares added by 16.58%
  4. SPDR Gold Trust (GLD) - 96,494 shares, 3.66% of the total portfolio. Shares reduced by 1.58%
  5. SPDR Select Sector Fund - Consumer Staples (XLP) - 187,906 shares, 2.62% of the total portfolio. Shares reduced by 1.7%
New Purchase: iShares Core MSCI Europe (IEUR)

United Asset Strategies, Inc. initiated holding in iShares Core MSCI Europe. The purchase prices were between $31.74 and $50.24, with an estimated average price of $45.08. The stock is now traded at around $39.57. The impact to a portfolio due to this purchase was 1.44%. The holding were 151,847 shares as of .

New Purchase: Thermo Fisher Scientific Inc (TMO)

United Asset Strategies, Inc. initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $255.3 and $340.05, with an estimated average price of $316.21. The stock is now traded at around $333.01. The impact to a portfolio due to this purchase was 1.36%. The holding were 18,764 shares as of .

New Purchase: Ecolab Inc (ECL)

United Asset Strategies, Inc. initiated holding in Ecolab Inc. The purchase prices were between $125.22 and $210.31, with an estimated average price of $188.41. The stock is now traded at around $197.76. The impact to a portfolio due to this purchase was 0.86%. The holding were 21,468 shares as of .

New Purchase: iShares U.S. Preferred Stock (PFF)

United Asset Strategies, Inc. initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $25.12 and $38.29, with an estimated average price of $36.09. The stock is now traded at around $34.26. The impact to a portfolio due to this purchase was 0.51%. The holding were 62,283 shares as of .

New Purchase: Invesco Preferred (PGX)

United Asset Strategies, Inc. initiated holding in Invesco Preferred. The purchase prices were between $10.01 and $15.25, with an estimated average price of $14.46. The stock is now traded at around $14.15. The impact to a portfolio due to this purchase was 0.48%. The holding were 142,741 shares as of .

New Purchase: ViacomCBS Inc (VIAC)

United Asset Strategies, Inc. initiated holding in ViacomCBS Inc. The purchase prices were between $11.28 and $42.13, with an estimated average price of $29.13. The stock is now traded at around $18.08. The impact to a portfolio due to this purchase was 0.33%. The holding were 91,131 shares as of .

Added: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

United Asset Strategies, Inc. added to a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill by 289.58%. The purchase prices were between $91.18 and $91.59, with an estimated average price of $91.37. The stock is now traded at around $91.53. The impact to a portfolio due to this purchase was 3.62%. The holding were 207,613 shares as of .

Added: Medtronic PLC (MDT)

United Asset Strategies, Inc. added to a holding in Medtronic PLC by 252.75%. The purchase prices were between $72.92 and $121.3, with an estimated average price of $106.86. The stock is now traded at around $99.03. The impact to a portfolio due to this purchase was 1.54%. The holding were 93,066 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

United Asset Strategies, Inc. added to a holding in iShares Core MSCI Emerging Markets by 530.93%. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $43.96. The impact to a portfolio due to this purchase was 1.33%. The holding were 152,665 shares as of .

Added: FirstEnergy Corp (FE)

United Asset Strategies, Inc. added to a holding in FirstEnergy Corp by 105.68%. The purchase prices were between $33.19 and $52.27, with an estimated average price of $46.63. The stock is now traded at around $40.60. The impact to a portfolio due to this purchase was 1.18%. The holding were 224,005 shares as of .

Added: ProShares Short S&P500 (SH)

United Asset Strategies, Inc. added to a holding in ProShares Short S&P500 by 725.99%. The purchase prices were between $22.87 and $32.55, with an estimated average price of $25.06. The stock is now traded at around $23.97. The impact to a portfolio due to this purchase was 0.79%. The holding were 126,583 shares as of .

Added: Chevron Corp (CVX)

United Asset Strategies, Inc. added to a holding in Chevron Corp by 95.33%. The purchase prices were between $54.22 and $121.43, with an estimated average price of $99.58. The stock is now traded at around $95.47. The impact to a portfolio due to this purchase was 0.62%. The holding were 69,155 shares as of .

Sold Out: iShares MSCI Emerging Index Fund (EEM)

United Asset Strategies, Inc. sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03.

Sold Out: Illumina Inc (ILMN)

United Asset Strategies, Inc. sold out a holding in Illumina Inc. The sale prices were between $209.2 and $335.53, with an estimated average price of $288.89.

Sold Out: Boston Scientific Corp (BSX)

United Asset Strategies, Inc. sold out a holding in Boston Scientific Corp. The sale prices were between $25.83 and $45.71, with an estimated average price of $39.29.

Sold Out: NVIDIA Corp (NVDA)

United Asset Strategies, Inc. sold out a holding in NVIDIA Corp. The sale prices were between $196.4 and $314.7, with an estimated average price of $252.63.

Sold Out: WisdomTree Europe Hedged Equity Fund (HEDJ)

United Asset Strategies, Inc. sold out a holding in WisdomTree Europe Hedged Equity Fund. The sale prices were between $44.45 and $71.91, with an estimated average price of $63.67.

Sold Out: Vanguard FTSEEuropean (VGK)

United Asset Strategies, Inc. sold out a holding in Vanguard FTSEEuropean. The sale prices were between $37.1 and $59.09, with an estimated average price of $53.48.



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