0000950123-16-013689.txt : 20160209
0000950123-16-013689.hdr.sgml : 20160209
20160209104206
ACCESSION NUMBER: 0000950123-16-013689
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160209
DATE AS OF CHANGE: 20160209
EFFECTIVENESS DATE: 20160209
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: 161397809
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
12-31-2015
12-31-2015
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
02-09-2016
0
137
230477
false
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
ABERDEEN ASIA PACIFIC INCOM
COM
003009107
186
40660
SH
SOLE
40660
0
0
ALLIANCEBERNSTEIN INCOME FUN
COM
01881E101
286
37325
SH
SOLE
37325
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
2745
227817
SH
SOLE
227817
0
0
ALTRIA GROUP INC
COM
02209S103
2385
40974
SH
SOLE
40974
0
0
AMAZON COM INC
COM
023135106
335
496
SH
SOLE
496
0
0
AMERICAN INTL GROUP INC
COM NEW
026874784
422
6809
SH
SOLE
6809
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
3251
33532
SH
SOLE
33532
0
0
ANNALY CAP MGMT INC
COM
035710409
494
52613
SH
SOLE
52613
0
0
APPLE INC
COM
037833100
1746
16591
SH
SOLE
16591
0
0
AQUA AMERICA INC
COM
03836W103
2058
69049
SH
SOLE
69049
0
0
AT&T INC
COM
00206R102
1378
40044
SH
SOLE
40044
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
354
4174
SH
SOLE
4174
0
0
BANK AMER CORP
COM
060505104
454
26989
SH
SOLE
26989
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
983
7441
SH
SOLE
7441
0
0
BOEING CO
COM
097023105
4421
30574
SH
SOLE
30574
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
356
5179
SH
SOLE
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0
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UNIT LTD PARTN
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759
11500
SH
SOLE
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0
CAPITAL ONE FINL CORP
COM
14040H105
3262
45199
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CARNIVAL CORP
PAIRED CTF
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5971
109592
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CATERPILLAR INC DEL
COM
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222
3272
SH
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0
CISCO SYS INC
COM
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1553
57193
SH
SOLE
57193
0
0
COCA COLA CO
COM
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1204
28032
SH
SOLE
28032
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COHEN & STEERS QUALITY RLTY
COM
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447
36616
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36616
0
0
CONOCOPHILLIPS
COM
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794
17005
SH
SOLE
17005
0
0
CONSOLIDATED EDISON INC
COM
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431
6704
SH
SOLE
6704
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
629
7275
SH
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7275
0
0
CVS HEALTH CORP
COM
126650100
5622
57504
SH
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57504
0
0
DISNEY WALT CO
COM DISNEY
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0
DOMINION RES INC VA NEW
COM
25746U109
224
3317
SH
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3317
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
1071
16085
SH
SOLE
16085
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1023
14328
SH
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14328
0
0
EASTMAN CHEM CO
COM
277432100
2822
41801
SH
SOLE
41801
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0
EATON VANCE RISK MNGD DIV EQ
COM
27829G106
157
15425
SH
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0
0
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COM
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ENTERPRISE PRODS PARTNERS L
COM
293792107
299
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SH
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11695
0
0
ETFS PLATINUM TR
SH BEN INT
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368
4292
SH
SOLE
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0
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EVERCORE PARTNERS INC
CLASS A
29977A105
2243
41492
SH
SOLE
41492
0
0
EXPEDITORS INTL WASH INC
COM
302130109
2160
47885
SH
SOLE
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0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
5623
64326
SH
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64326
0
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EXXON MOBIL CORP
COM
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2939
37708
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FACEBOOK INC
CL A
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1127
10766
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SOLE
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FIRST LONG IS CORP
COM
320734106
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27881
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SOLE
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0
FORD MTR CO DEL
COM PAR $0.01
345370860
712
50540
SH
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0
FREEPORT-MCMORAN INC
CL B
35671D857
30
4464
SH
SOLE
4464
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GENERAL ELECTRIC CO
COM
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COM
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GILEAD SCIENCES INC
COM
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GLAXOSMITHKLINE PLC
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GLBL X MLP ETF
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0
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COM
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HAIN CELESTIAL GROUP INC
COM
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HOME DEPOT INC
COM
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HOST HOTELS & RESORTS INC
COM
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COM
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IBIO INC
COM
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SH
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INTEL CORP
COM
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MSCI EMG MKT ETF
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RUS 1000 ETF
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U.S. TECH ETF
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SOLE
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COM
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7305
SH
SOLE
7305
0
0
JOHNSON & JOHNSON
COM
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491
4783
SH
SOLE
4783
0
0
JPMORGAN CHASE & CO
COM
46625H100
371
5621
SH
SOLE
5621
0
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KINDER MORGAN INC DEL
COM
49456B101
290
19425
SH
SOLE
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0
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KINGSTONE COS INC
COM
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866
96251
SH
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L BRANDS INC
COM
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LOCKHEED MARTIN CORP
COM
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COM
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CL A
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SH
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MERCK & CO INC NEW
COM
58933Y105
391
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SH
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MFA FINL INC
COM
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83
12570
SH
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MICROSOFT CORP
COM
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MPLX LP
COM UNIT REP LTD
55336V100
214
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NETFLIX INC
COM
64110L106
368
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NEWELL RUBBERMAID INC
COM
651229106
247
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SH
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NEXTERA ENERGY INC
COM
65339F101
468
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COM
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COM
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NUVEEN QUALITY PFD INCOME FD
COM
67072C105
591
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0
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OAKTREE CAP GROUP LLC
UNIT CL A
674001201
348
7285
SH
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0
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PAYCHEX INC
COM
704326107
906
17124
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PAYCOM SOFTWARE INC
COM
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PEPSICO INC
COM
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473
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PFIZER INC
COM
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1915
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COM
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SHS
72201Y101
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PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
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COM
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COM
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PSHS ULSHT SP500
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COM
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MID CAP ETF
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VENTAS INC
COM
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COM
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COM
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COM
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COM
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SH
SOLE
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EUROPE HEDGED EQ
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