President

0000950123-13-005458.txt : 20130807 0000950123-13-005458.hdr.sgml : 20130807 20130807094344 ACCESSION NUMBER: 0000950123-13-005458 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130807 DATE AS OF CHANGE: 20130807 EFFECTIVENESS DATE: 20130807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: United Asset Strategies, Inc. CENTRAL INDEX KEY: 0001539948 IRS NUMBER: 113104524 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15136 FILM NUMBER: 131016036 BUSINESS ADDRESS: STREET 1: 666 OLD COUNTRY RD/STE 104 CITY: GARDEN CITY STATE: NY ZIP: 11530 BUSINESS PHONE: 516-222-0021 MAIL ADDRESS: STREET 1: 666 OLD COUNTRY RD/STE 104 CITY: GARDEN CITY STATE: NY ZIP: 11530 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001539948 XXXXXXXX 06-30-2013 06-30-2013 United Asset Strategies, Inc.

666 OLD COUNTRY RD/STE 104 GARDEN CITY NY 11530

13F HOLDINGS REPORT 028-15136 N Lee DeLorenzo President 516-222-0021 /s/ Lee DeLorenzo Garden City NY 08-07-2013 0 90 151526 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AMAZON COM INC COM 023135106 1617 5822 SH SOLE 0 5822 0 0 ANNALY CAP MGMT INC COM 035710409 471 37464 SH SOLE 0 37464 0 0 APPLE INC COM 037833100 2268 5721 SH SOLE 0 5721 0 0 ASTORIA FINL CORP COM 046265104 126 11707 SH SOLE 0 11707 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 450 6530 SH SOLE 0 6530 0 0 BP PLC SPONSORED ADR 055622104 250 6000 SH SOLE 0 6000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 355 3176 SH SOLE 0 3176 0 0 CBL & ASSOC PPTYS INC COM 124830100 2064 96368 SH SOLE 0 96368 0 0 CVS CAREMARK CORPORATION COM 126650100 1135 19845 SH SOLE 0 19845 0 0 CATERPILLAR INC DEL COM 149123101 1636 19835 SH SOLE 0 19835 0 0 CHUBB CORP COM 171232101 1829 21602 SH SOLE 0 21602 0 0 COCA COLA CO COM 191216100 4117 102647 SH SOLE 0 102647 0 0 DISNEY WALT CO COM DISNEY 254687106 399 6311 SH SOLE 0 6311 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 653 12430 SH SOLE 0 12430 0 0 EASTMAN CHEM CO COM 277432100 1033 14755 SH SOLE 0 14755 0 0 EBAY INC COM 278642103 1481 28639 SH SOLE 0 28639 0 0 FIRST LONG IS CORP COM 320734106 1654 49835 SH SOLE 0 49835 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 1954 126304 SH SOLE 0 126304 0 0 GENERAL DYNAMICS CORP COM 369550108 999 12760 SH SOLE 0 12760 0 0 GENERAL ELECTRIC CO COM 369604103 2305 99383 SH SOLE 0 99383 0 0 H & Q HEALTHCARE INVESTORS SH BEN INT 404052102 1717 74715 SH SOLE 0 74715 0 0 HOME DEPOT INC COM 437076102 483 6229 SH SOLE 0 6229 0 0 HOME PROPERTIES INC COM 437306103 2674 40907 SH SOLE 0 40907 0 0 INTEL CORP COM 458140100 2402 99143 SH SOLE 0 99143 0 0 ISHARES TR FTSE CHINA25 IDX 464287184 425 13070 SH SOLE 0 13070 0 0 ISHARES TR MSCI EMERG MKT 464287234 1070 27801 SH SOLE 0 27801 0 0 ISHARES TR RUSSELL 2000 464287655 466 4800 SH SOLE 0 4800 0 0 ISHARES TR DJ US TELECOMM 464287713 2406 93058 SH SOLE 0 93058 0 0 ISHARES TR DJ US BAS MATL 464287838 1542 22993 SH SOLE 0 22993 0 0 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 265 3099 SH SOLE 0 3099 0 0 KINGSTONE COS INC COM 496719105 496 95091 SH SOLE 0 95091 0 0 KOHLS CORP COM 500255104 2148 42529 SH SOLE 0 42529 0 0 LOCKHEED MARTIN CORP COM 539830109 689 6350 SH SOLE 0 6350 0 0 NUVEEN NY AMT-FREE MUN INCOM COM 670656107 377 28380 SH SOLE 0 28380 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 3099 34731 SH SOLE 0 34731 0 0 PAYCHEX INC COM 704326107 757 20730 SH SOLE 0 20730 0 0 PFIZER INC COM 717081103 2330 83188 SH SOLE 0 83188 0 0 PLUM CREEK TIMBER CO INC COM 729251108 282 6041 SH SOLE 0 6041 0 0 PRIMUS TELECOMMUNICATIONS GR COM 741929301 119 10000 SH SOLE 0 10000 0 0 QUALCOMM INC COM 747525103 2331 38149 SH SOLE 0 38149 0 0 SMITH & WESSON HLDG CORP COM 831756101 766 76750 SH SOLE 0 76750 0 0 TUTOR PERINI CORP COM 901109108 5427 300000 SH SOLE 0 300000 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1111 12847 SH SOLE 0 12847 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1260 35391 SH SOLE 0 35391 0 0 VANGUARD INDEX FDS REIT ETF 922908553 1777 25855 SH SOLE 0 25855 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1998 23873 SH SOLE 0 23873 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 321 4373 SH SOLE 0 4373 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 359 5308 SH SOLE 0 5308 0 0 WELLS FARGO & CO NEW COM 949746101 1346 32618 SH SOLE 0 32618 0 0 WEYERHAEUSER CO COM 962166104 493 17320 SH SOLE 0 17320 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 745 41710 SH SOLE 0 41710 0 0 AT&T INC COM 00206R102 1132 31991 SH SOLE 0 31991 0 0 ALTRIA GROUP INC COM 02209S103 1032 29485 SH SOLE 0 29485 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1146 15660 SH SOLE 0 15660 0 0 CISCO SYS INC COM 17275R102 2871 117995 SH SOLE 0 117995 0 0 COHEN & STEERS QUALITY RLTY COM 19247L106 1305 116197 SH SOLE 0 116197 0 0 CONOCOPHILLIPS COM 20825C104 825 13640 SH SOLE 0 13640 0 0 ETFS PLATINUM TR SH BEN INT 26922V101 1209 9225 SH SOLE 0 9225 0 0 EATON VANCE TX MNG BY WRT OP COM 27828Y108 729 55850 SH SOLE 0 55850 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 484 9685 SH SOLE 0 9685 0 0 GOOGLE INC CL A 38259P508 1283 1457 SH SOLE 0 1457 0 0 INOVIO PHARMACEUTICALS INC COM 45773H102 10 12600 SH SOLE 0 12600 0 0 JPMORGAN CHASE & CO COM 46625H100 271 5127 SH SOLE 0 5127 0 0 MARKET VECTORS ETF TR BIOTECH ETF 57060U183 333 4860 SH SOLE 0 4860 0 0 MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 1391 32511 SH SOLE 0 32511 0 0 NUVEEN QUALITY PFD INCOME FD COM 67072C105 871 100052 SH SOLE 0 100052 0 0 NUVEEN DIVER CURRENCY OPPOR COM 67090N109 876 78122 SH SOLE 0 78122 0 0 PPL CORP COM 69351T106 2854 94306 SH SOLE 0 94306 0 0 POWERSHARES ETF TRUST AERSPC DEF PTF 73935X690 1323 53444 SH SOLE 0 53444 0 0 PROSHARES TR PSHS ULTSH 20YRS 74347B201 2365 32650 SH SOLE 0 32650 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 3808 31971 SH SOLE 0 31971 0 0 SPDR INDEX SHS FDS S&P BRIC 40ETF 78463X798 669 32668 SH SOLE 0 32668 0 0 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 15445 391123 SH SOLE 0 391123 0 0 SPDR SERIES TRUST S&P INS ETF 78464A789 1889 34990 SH SOLE 0 34990 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 413 1965 SH SOLE 0 1965 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3442 72306 SH SOLE 0 72306 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2976 75024 SH SOLE 0 75024 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 4715 83604 SH SOLE 0 83604 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 2847 36361 SH SOLE 0 36361 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 5491 282394 SH SOLE 0 282394 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2853 66918 SH SOLE 0 66918 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3724 121765 SH SOLE 0 121765 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3896 103534 SH SOLE 0 103534 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 2052 199975 SH SOLE 0 199975 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2855 43607 SH SOLE 0 43607 0 0 URANERZ ENERGY CORP COM 91688T104 17 14000 SH SOLE 0 14000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1076 21374 SH SOLE 0 21374 0 0 VISA INC COM CL A 92826C839 214 1171 SH SOLE 0 1171 0 0 XYLEM INC COM 98419M100 1069 39677 SH SOLE 0 39677 0 0 LAZARD LTD SHS A G54050102 1288 40075 SH SOLE 0 40075 0 0