0000950123-14-005704.txt : 20140513 0000950123-14-005704.hdr.sgml : 20140513 20140513172619 ACCESSION NUMBER: 0000950123-14-005704 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140513 DATE AS OF CHANGE: 20140513 EFFECTIVENESS DATE: 20140513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: United Asset Strategies, Inc. CENTRAL INDEX KEY: 0001539948 IRS NUMBER: 113104524 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15136 FILM NUMBER: 14838493 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 03-31-2014 03-31-2014 United Asset Strategies, Inc.

666 OLD COUNTRY RD/STE 104 GARDEN CITY NY 11530

13F HOLDINGS REPORT 028-15136 N Lee DeLorenzo 516-222-0021 /s/ Lee DeLorenzo Garden City NY 05-12-2014 0 100 176512 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ALLIANCEBERNSTEIN INCOME FUN COM 01881E101 306 41705 SH SOLE 41705 0 0 ALTRIA GROUP INC COM 02209S103 1521 40637 SH SOLE 40637 0 0 AMAZON COM INC COM 023135106 460 1368 SH SOLE 1368 0 0 ANADARKO PETE CORP COM 032511107 232 2732 SH SOLE 2732 0 0 ANNALY CAP MGMT INC COM 035710409 464 42282 SH SOLE 42282 0 0 APPLE INC COM 037833100 1949 3632 SH SOLE 3632 0 0 AQUA AMERICA INC COM 03836W103 1238 49393 SH SOLE 49393 0 0 ASTORIA FINL CORP COM 046265104 157 11373 SH SOLE 11373 0 0 AT&T INC COM 00206R102 2370 67572 SH SOLE 67572 0 0 BANK NEW YORK MELLON CORP COM 064058100 311 8825 SH SOLE 8825 0 0 BANK OF AMERICA CORPORATION COM 060505104 255 14806 SH SOLE 14806 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 783 6266 SH SOLE 6266 0 0 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 863 11500 SH SOLE 11500 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1043 19913 SH SOLE 19913 0 0 CATERPILLAR INC DEL COM 149123101 2623 26393 SH SOLE 26393 0 0 CBL & ASSOC PPTYS INC COM 124830100 3258 183554 SH SOLE 183554 0 0 CISCO SYS INC COM 17275R102 4548 202890 SH SOLE 202890 0 0 COCA COLA CO COM 191216100 5076 131300 SH SOLE 131300 0 0 COHEN & STEERS QUALITY RLTY COM 19247L106 729 69239 SH SOLE 69239 0 0 CONOCOPHILLIPS COM 20825C104 899 12774 SH SOLE 12774 0 0 COVIDIEN PLC SHS G2554F113 2666 36190 SH SOLE 36190 0 0 CVS CAREMARK CORPORATION COM 126650100 3303 44126 SH SOLE 44126 0 0 DIGITAL RLTY TR INC COM 253868103 347 6530 SH SOLE 6530 0 0 DISNEY WALT CO COM DISNEY 254687106 513 6403 SH SOLE 6403 0 0 DOMINION DIAMOND CORP COM 257287102 249 3507 SH SOLE 3507 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 813 11415 SH SOLE 11415 0 0 DUPONT FABROS TECHNOLOGY INC COM 26613Q106 793 11819 SH SOLE 11819 0 0 EASTMAN CHEM CO COM 277432100 1686 19555 SH SOLE 19555 0 0 EATON VANCE RISK MNGD DIV EQ COM 27829G106 174 15425 SH SOLE 15425 0 0 EATON VANCE TX MGD DIV EQ IN COM 27828N102 1609 113316 SH SOLE 113316 0 0 EBAY INC COM 278642103 2897 52446 SH SOLE 52446 0 0 ENSCO PLC SHS CLASS A G3157S106 334 6320 SH SOLE 6320 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 352 5080 SH SOLE 5080 0 0 ETFS PLATINUM TR SH BEN INT 26922V101 2410 17450 SH SOLE 17450 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 238 3174 SH SOLE 3174 0 0 EXXON MOBIL CORP COM 30231G102 786 8049 SH SOLE 8049 0 0 F5 NETWORKS INC COM 315616102 1710 16040 SH SOLE 16040 0 0 FINISH LINE INC CL A 317923100 1202 44380 SH SOLE 44380 0 0 FIRST LONG IS CORP COM 320734106 1432 35257 SH SOLE 35257 0 0 GENERAL DYNAMICS CORP COM 369550108 1164 10691 SH SOLE 10691 0 0 GENERAL ELECTRIC CO COM 369604103 3844 148484 SH SOLE 148484 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 531 9932 SH SOLE 9932 0 0 GOOGLE INC CL A 38259P508 1711 1535 SH SOLE 1535 0 0 H & Q HEALTHCARE INVESTORS SH BEN INT 404052102 2127 78180 SH SOLE 78180 0 0 HOME DEPOT INC COM 437076102 569 7195 SH SOLE 7195 0 0 HOST HOTELS & RESORTS INC COM 44107P104 1892 93492 SH SOLE 93492 0 0 INTEL CORP COM 458140100 3828 148306 SH SOLE 148306 0 0 ISHARES MSCI EMG MKT ETF 464287234 1039 25344 SH SOLE 25344 0 0 ISHARES RUSSELL 2000 ETF 464287655 629 5406 SH SOLE 5406 0 0 ISHARES U.S. BAS MTL ETF 464287838 1856 22286 SH SOLE 22286 0 0 ISHARES IBOXX HI YD ETF 464288513 281 2974 SH SOLE 2974 0 0 JOHNSON & JOHNSON COM 478160104 756 7700 SH SOLE 7700 0 0 JPMORGAN CHASE & CO COM 46625H100 327 5387 SH SOLE 5387 0 0 KINGSTONE COS INC COM 496719105 664 95232 SH SOLE 95232 0 0 LAZARD LTD SHS A G54050102 2503 53159 SH SOLE 53159 0 0 LOCKHEED MARTIN CORP COM 539830109 778 4764 SH SOLE 4764 0 0 MARKET VECTORS ETF TR MKT VECTR WIDE 57060U134 356 16435 SH SOLE 16435 0 0 MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 327 5000 SH SOLE 5000 0 0 MASTERCARD INC CL A 57636Q104 1617 21645 SH SOLE 21645 0 0 MERCK & CO INC NEW COM 58933Y105 302 5324 SH SOLE 5324 0 0 METLIFE INC COM 59156R108 3664 69399 SH SOLE 69399 0 0 MFA FINL INC COM 55272X102 148 19100 SH SOLE 19100 0 0 MICROSOFT CORP COM 594918104 368 8979 SH SOLE 8979 0 0 NEWELL RUBBERMAID INC COM 651229106 309 10325 SH SOLE 10325 0 0 NEWMONT MINING CORP COM 651639106 547 23350 SH SOLE 23350 0 0 NEXTERA ENERGY INC COM 65339F101 395 4132 SH SOLE 4132 0 0 NUVEEN BUILD AMER BD FD COM 67074C103 392 20000 SH SOLE 20000 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 2178 22859 SH SOLE 22859 0 0 ORACLE CORP COM 68389X105 1007 24608 SH SOLE 24608 0 0 PAYCHEX INC COM 704326107 681 15982 SH SOLE 15982 0 0 PEPSICO INC COM 713448108 401 4799 SH SOLE 4799 0 0 PFIZER INC COM 717081103 4020 125141 SH SOLE 125141 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 291 9600 SH SOLE 9600 0 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 441 8000 SH SOLE 8000 0 0 POWERSHARES ETF TRUST AERSPC DEF PTF 73935X690 1816 56002 SH SOLE 56002 0 0 PROCTER & GAMBLE CO COM 742718109 366 4541 SH SOLE 4541 0 0 PROSHARES TR PSHS ULT2000 VAL 74347R479 3336 49388 SH SOLE 49388 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 471 12350 SH SOLE 12350 0 0 QUALCOMM INC COM 747525103 1650 20926 SH SOLE 20926 0 0 SANOFI SPONSORED ADR 80105N105 2353 45006 SH SOLE 45006 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 3321 70246 SH SOLE 70246 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4310 73688 SH SOLE 73688 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 4217 97939 SH SOLE 97939 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6682 103244 SH SOLE 103244 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 5148 57805 SH SOLE 57805 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 7855 351625 SH SOLE 351625 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 4460 85219 SH SOLE 85219 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 8079 222258 SH SOLE 222258 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4892 117981 SH SOLE 117981 0 0 SPDR INDEX SHS FDS S&P BRIC 40ETF 78463X798 313 14069 SH SOLE 14069 0 0 SPDR SER TR BARC 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