- New Purchases: PLD, CYBR, XLC, CMCSA, IEMG, QQQ, TRV, TJX, SCHM, FL, CDW, GOKA, FPE, SCHF, UNP, WY, VTV, SHY, SCHH, IWM, MU, MCO, BABA, LCUT, F, CTL,
- Added Positions: MSFT, TAP, DG, QCOM, XLK, JEC, VZ, XLU, XLP, EEM, XLI, PFE, XLV, XLE, XOM, AMZN, IVE, XLY, INDA, SPDW, CVX, UTX, FXI, C, EWG, DIS, XLB, MOS, IWN, EMR, IBM, EWZ, UPS, KO, JPM, XLF, BBT, PEP, GD, LNG, CTSH, SPSB, COF, INTC, MCK, SCHO, DWDP, CL, BSX, T, JCI, FE, APD, K, EFV, MCD, XLRE, IFF, LH, EXPD, FDX, NFLX, ORC, AMGN, DVA, BA, GS, IWP, HQH, VO, EFG, CF, CVS, VIG, IWF, IWB, NOV, ORCL, COST, PRU, UAL, GWW, MDLZ, MUR, EVR, EXC, XYL, ETV, NTRS, OKE, IWO, LMT, ACB, SPIB, YUM,
- Reduced Positions: BIL, SH, CCI, D, TLT, GLD, IAU, GILD, VNQ, SCHX, SPY, MO, SBUX, VEA, MPC, EPD, GSK, BAC, BPL, VWO, IYE, CSCO, PAYX, CCJ, IYM, WM, HD, KMI, BRK.B, VEU, AMLP, NLY, SPSM, VTR, GOOG, BIO, ED, MMM, FCX, HON, SPEM, GE, MRO, MRK, RQI, V, FB, IDV,
- Sold Out: IGV, PANW, HCP, NEE, VMW, FTNT, LLY, STI, WPC, PEG, DUK, TSLA, BMY, ADP,
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.- SPDR Select Sector Fund - Technology (XLK) - 220,400 shares, 4.00% of the total portfolio. Shares added by 13.42%
- SPDR Select Sector Fund - Consumer Staples (XLP) - 221,893 shares, 3.05% of the total portfolio. Shares added by 12.00%
- SPDR Select Sector Fund - Financial (XLF) - 432,806 shares, 2.73% of the total portfolio. Shares added by 3.29%
- SPDR Gold Trust (GLD) - 90,455 shares, 2.70% of the total portfolio. Shares reduced by 18.6%
- SPDR Select Sector Fund - Health Care (XLV) - 116,439 shares, 2.62% of the total portfolio. Shares added by 11.06%
United Asset Strategies, Inc. initiated holding in Prologis Inc. The purchase prices were between $56.57 and $72.38, with an estimated average price of $68.06. The stock is now traded at around $76.33. The impact to a portfolio due to this purchase was 1.25%. The holding were 71,193 shares as of .
New Purchase: CyberArk Software Ltd (CYBR)United Asset Strategies, Inc. initiated holding in CyberArk Software Ltd. The purchase prices were between $69.42 and $119.05, with an estimated average price of $95.08. The stock is now traded at around $127.93. The impact to a portfolio due to this purchase was 0.7%. The holding were 24,134 shares as of .
New Purchase: The Communication Services Select Sector SPDR Fund (XLC)United Asset Strategies, Inc. initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $41.13 and $47.74, with an estimated average price of $45.58. The stock is now traded at around $49.61. The impact to a portfolio due to this purchase was 0.43%. The holding were 37,632 shares as of .
New Purchase: Comcast Corp (CMCSA)United Asset Strategies, Inc. initiated holding in Comcast Corp. The purchase prices were between $34.05 and $40.47, with an estimated average price of $37.55. The stock is now traded at around $42.51. The impact to a portfolio due to this purchase was 0.34%. The holding were 34,323 shares as of .
New Purchase: iShares Core MSCI Emerging Markets (IEMG)United Asset Strategies, Inc. initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.58. The stock is now traded at around $52.60. The impact to a portfolio due to this purchase was 0.29%. The holding were 22,765 shares as of .
New Purchase: Invesco QQQ Trust Series 1 (QQQ)United Asset Strategies, Inc. initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $188.11. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,034 shares as of .
Added: Microsoft Corp (MSFT)United Asset Strategies, Inc. added to a holding in Microsoft Corp by 101.08%. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $126.21. The impact to a portfolio due to this purchase was 1.15%. The holding were 78,760 shares as of .
Added: Molson Coors Brewing Co (TAP)United Asset Strategies, Inc. added to a holding in Molson Coors Brewing Co by 108.13%. The purchase prices were between $56.16 and $66.61, with an estimated average price of $61.67. The stock is now traded at around $59.92. The impact to a portfolio due to this purchase was 0.74%. The holding were 97,208 shares as of .
Added: Dollar General Corp (DG)United Asset Strategies, Inc. added to a holding in Dollar General Corp by 64.09%. The purchase prices were between $107.71 and $120.68, with an estimated average price of $116.19. The stock is now traded at around $124.63. The impact to a portfolio due to this purchase was 0.57%. The holding were 49,817 shares as of .
Added: Qualcomm Inc (QCOM)United Asset Strategies, Inc. added to a holding in Qualcomm Inc by 75.91%. The purchase prices were between $49.4 and $58, with an estimated average price of $54.01. The stock is now traded at around $87.14. The impact to a portfolio due to this purchase was 0.5%. The holding were 82,971 shares as of .
Added: Jacobs Engineering Group Inc (JEC)United Asset Strategies, Inc. added to a holding in Jacobs Engineering Group Inc by 54.64%. The purchase prices were between $57.3 and $75.19, with an estimated average price of $67.86. The stock is now traded at around $76.75. The impact to a portfolio due to this purchase was 0.39%. The holding were 59,189 shares as of .
Added: Verizon Communications Inc (VZ)United Asset Strategies, Inc. added to a holding in Verizon Communications Inc by 33.62%. The purchase prices were between $53.28 and $60.88, with an estimated average price of $56.61. The stock is now traded at around $56.99. The impact to a portfolio due to this purchase was 0.36%. The holding were 98,298 shares as of .
Sold Out: iShares Expanded Tech-Software Sector (IGV)United Asset Strategies, Inc. sold out a holding in iShares Expanded Tech-Software Sector. The sale prices were between $167.19 and $214.66, with an estimated average price of $196.95.
Sold Out: Palo Alto Networks Inc (PANW)United Asset Strategies, Inc. sold out a holding in Palo Alto Networks Inc. The sale prices were between $179.7 and $254.88, with an estimated average price of $221.76.
Sold Out: HCP Inc (HCP)United Asset Strategies, Inc. sold out a holding in HCP Inc. The sale prices were between $26.98 and $31.85, with an estimated average price of $30.42.
Sold Out: NextEra Energy Inc (NEE)United Asset Strategies, Inc. sold out a holding in NextEra Energy Inc. The sale prices were between $169.41 and $195, with an estimated average price of $182.66.
Sold Out: VMware Inc (VMW)United Asset Strategies, Inc. sold out a holding in VMware Inc. The sale prices were between $130.67 and $188.24, with an estimated average price of $162.35.
Sold Out: Fortinet Inc (FTNT)United Asset Strategies, Inc. sold out a holding in Fortinet Inc. The sale prices were between $66.91 and $88.3, with an estimated average price of $79.46.
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