UNITED ASSET STRATEGIES, INC.
666 OLD COUNTRY RD/STE 104, GARDEN CITY, New York, 11530, (516) 222-0021
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 93 |
| New Positions | 11 |
| Increased Positions | 57 |
| Decreased Positions | 32 |
| Positions with Activity | 89 |
| Sold Out Positions | 10 |
| Total Mkt Value (in $ millions) |
148 |
Sector Weighting
| Basic Materials | 1.95% |
| Capital Goods | 6.07% |
| Conglomerates | |
| Consumer Cyclical | 1.05% |
| Consumer/Non-Cyclical | 6.83% |
| Energy | 4.36% |
| Financial | 56.84% |
| Healthcare | 2.8% |
| Services | 10.57% |
| Technology | 6.8% |
| Transportation | 0.76% |
| Utilities | 1.64% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
93 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | BRC HGH YLD BD | 11,019 | 1,508 | 15.86 | 266,493 |
| TUTOR PERINI CORP | COM | 5,385 | New | 300,000 | |
| SELECT SECTOR SPDR TR | SBI INT-FINL | 5,338 | 575 | 12.08 | 270,820 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 4,558 | 7 | .15 | 80,015 |
| PROSHARES TR | PSHS ULSHT SP500 | 4,520 | 4,520 | New | 115,661 |
| COCA COLA CO | COM | 4,208 | 133 | 3.26 | 100,348 |
| SPDR GOLD TRUST | GOLD SHS | 4,180 | -103 | (2.41) | 31,049 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 3,412 | 140 | 4.28 | 86,935 |
| HOME PROPERTIES INC | COM | 3,102 | -68 | (2.16) | 48,501 |
| OCCIDENTAL PETE CORP DEL | COM | 2,993 | 1,151 | 62.52 | 33,063 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 2,973 | -27 | (0.91) | 67,803 |
| APPLE INC | COM | 2,860 | 741 | 34.94 | 6,469 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 2,843 | 5 | .19 | 68,828 |
| VANGUARD INDEX FDS | REIT ETF | 2,759 | 37 | 1.36 | 36,878 |
| UNITEDHEALTH GROUP INC | COM | 2,689 | 487 | 22.09 | 43,121 |
| SELECT SECTOR SPDR TR | SBI INT-ENERGY | 2,669 | -3 | (0.12) | 32,478 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 2,668 | 159 | 6.32 | 54,141 |
| GOOGLE INC | CL A | 2,659 | -280 | (9.52) | 3,012 |
| EXXON MOBIL CORP | COM | 2,585 | -111 | (4.13) | 28,161 |
| HEINZ H J CO | COM | 2,520 | -39 | (1.52) | 34,800 |
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