President

0000950123-18-007496.txt : 20180807 0000950123-18-007496.hdr.sgml : 20180807 20180807150249 ACCESSION NUMBER: 0000950123-18-007496 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180807 DATE AS OF CHANGE: 20180807 EFFECTIVENESS DATE: 20180807 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: 18997587 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 06-30-2018 06-30-2018 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 08-07-2018 0 193 378426 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579Y101 346 1761 SH SOLE 1761 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 343 1849 SH SOLE 1849 0 0 ALPHABET INC CAP STK CL C 02079K107 816 731 SH SOLE 731 0 0 ALPHABET INC CAP STK CL A 02079K305 9735 8622 SH SOLE 8622 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 1868 184941 SH SOLE 184941 0 0 ALTRIA GROUP INC COM 02209S103 1832 32253 SH SOLE 32253 0 0 AMAZON COM INC COM 023135106 5583 3285 SH SOLE 3285 0 0 AMGEN INC COM 031162100 4673 25313 SH SOLE 25313 0 0 ANADARKO PETE CORP COM 032511107 644 8789 SH SOLE 8789 0 0 ANDEAVOR COM 03349M105 1020 7774 SH SOLE 7774 0 0 ANNALY CAP MGMT INC COM 035710409 754 73248 SH SOLE 73248 0 0 APPLE INC COM 037833100 8669 46833 SH SOLE 46833 0 0 AT&T INC COM 00206R102 1646 51260 SH SOLE 51260 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 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20440 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 523 18897 SH SOLE 18897 0 0 EPAM SYS INC COM 29414B104 529 4255 SH SOLE 4255 0 0 EQUINIX INC COM PAR $0.001 29444U700 4524 10524 SH SOLE 10524 0 0 EVERCORE INC CLASS A 29977A105 3081 29221 SH SOLE 29221 0 0 EXELON CORP COM 30161N101 270 6340 SH SOLE 6340 0 0 EXPEDITORS INTL WASH INC COM 302130109 2921 39963 SH SOLE 39963 0 0 EXXON MOBIL CORP COM 30231G102 659 7963 SH SOLE 7963 0 0 FACEBOOK INC CL A 30303M102 1301 6695 SH SOLE 6695 0 0 FIRST LONG IS CORP COM 320734106 1508 60695 SH SOLE 60695 0 0 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 434 22780 SH SOLE 22780 0 0 FIRSTENERGY CORP COM 337932107 3996 111274 SH SOLE 111274 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 563 2675 SH SOLE 2675 0 0 GENERAL DYNAMICS CORP COM 369550108 4721 25328 SH SOLE 25328 0 0 GENERAL ELECTRIC CO COM 369604103 159 11659 SH SOLE 11659 0 0 GILEAD SCIENCES INC COM 375558103 5098 71961 SH SOLE 71961 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 431 10698 SH SOLE 10698 0 0 GLOBAL X FDS GLBL X MLP ETF 37950E473 369 40275 SH SOLE 40275 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 2621 11885 SH SOLE 11885 0 0 HCP INC COM 40414L109 3659 141723 SH SOLE 141723 0 0 HEALTHEQUITY INC COM 42226A107 275 3665 SH SOLE 3665 0 0 HOME DEPOT INC COM 437076102 1225 6278 SH SOLE 6278 0 0 HONEYWELL INTL INC COM 438516106 254 1765 SH SOLE 1765 0 0 INTEL CORP COM 458140100 1698 34157 SH SOLE 34157 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2050 14672 SH SOLE 14672 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 423 3410 SH SOLE 3410 0 0 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 500 9099 SH SOLE 9099 0 0 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 890 5186 SH SOLE 5186 0 0 INVESCO LTD SHS G491BT108 943 35510 SH SOLE 35510 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 208 11270 SH SOLE 11270 0 0 ISHARES GOLD TRUST ISHARES 464285105 3149 261995 SH SOLE 261995 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 762 23785 SH SOLE 23785 0 0 ISHARES INC MSCI GERMANY ETF 464286806 1483 49457 SH SOLE 49457 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1099 25577 SH SOLE 25577 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1162 26820 SH SOLE 26820 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1502 13643 SH SOLE 13643 0 0 ISHARES TR 20 YR TR BD ETF 464287432 4087 33576 SH SOLE 33576 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 214 2566 SH SOLE 2566 0 0 ISHARES TR MSCI EAFE ETF 464287465 424 6332 SH SOLE 6332 0 0 ISHARES TR RUS MD CP GR ETF 464287481 449 3546 SH SOLE 3546 0 0 ISHARES TR NA TEC SFTWR ETF 464287515 4224 23124 SH SOLE 23124 0 0 ISHARES TR NASDAQ BIOTECH 464287556 699 6361 SH SOLE 6361 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 574 3991 SH SOLE 3991 0 0 ISHARES TR RUS 1000 ETF 464287622 1188 7815 SH SOLE 7815 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 472 2310 SH SOLE 2310 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 5977 36494 SH SOLE 36494 0 0 ISHARES TR U.S. TECH ETF 464287721 303 11005 SH SOLE 11005 0 0 ISHARES TR U.S. ENERGY ETF 464287796 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20127 SH SOLE 20127 0 0 PARKER HANNIFIN CORP COM 701094104 413 2651 SH SOLE 2651 0 0 PAYCHEX INC COM 704326107 1203 17599 SH SOLE 17599 0 0 PEPSICO INC COM 713448108 1056 9699 SH SOLE 9699 0 0 PFIZER INC COM 717081103 2392 65923 SH SOLE 65923 0 0 PHILIP MORRIS INTL INC COM 718172109 444 5501 SH SOLE 5501 0 0 PRECISION DRILLING CORP COM 2010 74022D308 70 21100 SH SOLE 21100 0 0 PROCTER AND GAMBLE CO COM 742718109 1718 22011 SH SOLE 22011 0 0 PROLOGIS INC COM 74340W103 522 7945 SH SOLE 7945 0 0 PROSHARES TR SHORT S&P 500 NE 74347B425 1836 62604 SH SOLE 62604 0 0 PRUDENTIAL FINL INC COM 744320102 902 9645 SH SOLE 9645 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 279 5150 SH SOLE 5150 0 0 QUALCOMM INC COM 747525103 5314 94684 SH SOLE 94684 0 0 QUANTA SVCS INC COM 74762E102 452 13545 SH SOLE 13545 0 0 SCHLUMBERGER LTD COM 806857108 2597 38750 SH SOLE 38750 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 560 10195 SH SOLE 10195 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 781 10615 SH SOLE 10615 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 269 10382 SH SOLE 10382 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 275 5526 SH SOLE 5526 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 5698 98128 SH SOLE 98128 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 10279 123159 SH SOLE 123159 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 11836 229693 SH SOLE 229693 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6391 58468 SH SOLE 58468 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 3040 40036 SH SOLE 40036 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 11821 444561 SH SOLE 444561 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 6395 89273 SH SOLE 89273 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 12139 174741 SH SOLE 174741 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1425 43575 SH SOLE 43575 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 8445 162529 SH SOLE 162529 0 0 SKECHERS U S A INC CL A 830566105 575 19170 SH SOLE 19170 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 6680 56297 SH SOLE 56297 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 963 27245 SH SOLE 27245 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 262 8617 SH SOLE 8617 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 6429 23697 SH SOLE 23697 0 0 SPDR SER TR PORTFOLIO SM ETF 78468R853 3590 111226 SH SOLE 111226 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 340 6415 SH SOLE 6415 0 0 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 588 17664 SH SOLE 17664 0 0 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 901 29864 SH SOLE 29864 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 4098 67187 SH SOLE 67187 0 0 SPDR SERIES TRUST S&P METALS MNG 78464A755 4363 123010 SH SOLE 123010 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 279 7990 SH SOLE 7990 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 296 9276 SH SOLE 9276 0 0 SPDR SERIES TRUST S&P BIOTECH 78464A870 1073 11277 SH SOLE 11277 0 0 SQUARE INC CL A 852234103 2501 40570 SH SOLE 40570 0 0 STARBUCKS CORP COM 855244109 2410 49326 SH SOLE 49326 0 0 SYNCHRONY FINL COM 87165B103 431 12912 SH SOLE 12912 0 0 TEKLA HEALTHCARE INVS SH BEN INT 87911J103 1905 88615 SH SOLE 88615 0 0 TJX COS INC NEW COM 872540109 695 7298 SH SOLE 7298 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1073 10103 SH SOLE 10103 0 0 UNITED TECHNOLOGIES CORP COM 913017109 950 7600 SH SOLE 7600 0 0 UNITEDHEALTH GROUP INC COM 91324P102 685 2791 SH SOLE 2791 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 450 17121 SH SOLE 17121 0 0 VANGUARD GROUP DIV APP ETF 921908844 266 2619 SH SOLE 2619 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3859 47383 SH SOLE 47383 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 319 2023 SH SOLE 2023 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 952 7634 SH SOLE 7634 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 272 5244 SH SOLE 5244 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1074 25040 SH SOLE 25040 0 0 VENTAS INC COM 92276F100 650 11419 SH SOLE 11419 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 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