Chief Operations Officer

0000950123-22-009274.txt : 20220815 0000950123-22-009274.hdr.sgml : 20220815 20220815131257 ACCESSION NUMBER: 0000950123-22-009274 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221164374 BUSINESS ADDRESS: STREET 1: 377 OAK STREET/STE 403 CITY: GARDEN CITY STATE: NY ZIP: 11530 BUSINESS PHONE: 516-222-0021 MAIL ADDRESS: STREET 1: 377 OAK STREET/STE 403 CITY: GARDEN CITY STATE: NY ZIP: 11530 13F-HR 1 primary_doc.xml 13F-HR LIVE 0001539948 XXXXXXXX 06-30-2022 06-30-2022 false United Asset Strategies, Inc.

377 Oak Street/STE 403 Garden City NY 11530

13F HOLDINGS REPORT 028-15136 N Robert Murphy Chief Operations Officer 516-222-0021 /s/ Robert Murphy Garden City NY 08-12-2022 0 207 686214 false INFORMATION TABLE 2 16482.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579Y101 512 3955 SH SOLE 3955 0 0 ABBVIE INC COM 00287Y109 2260 14759 SH SOLE 14759 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1178 4241 SH SOLE 4241 0 0 ACORDA THERAPEUTICS INC COM NEW 00484M601 13 27100 SH SOLE 27100 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 11735 32057 SH SOLE 32057 0 0 AIR PRODS & CHEMS INC COM 009158106 1096 4557 SH SOLE 4557 0 0 ALKALINE WTR CO INC COM NEW 01643A207 12 30000 SH SOLE 30000 0 0 ALPHABET INC CAP STK CL C 02079K107 2275 1040 SH SOLE 1040 0 0 ALPHABET INC CAP STK CL A 02079K305 15632 7173 SH SOLE 7173 0 0 ALTRIA GROUP INC COM 02209S103 289 6908 SH SOLE 6908 0 0 AMAZON COM INC COM 023135106 20368 191771 SH SOLE 191771 0 0 AMERICAN ELEC PWR CO INC COM 025537101 332 3464 SH SOLE 3464 0 0 AMERICAN EXPRESS CO COM 025816109 1078 7775 SH SOLE 7775 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 11763 230056 SH SOLE 230056 0 0 AMERICAN TOWER CORP NEW COM 03027X100 10069 39397 SH SOLE 39397 0 0 AMERISOURCEBERGEN CORP COM 03073E105 1297 9166 SH SOLE 9166 0 0 AMGEN INC COM 031162100 13576 55800 SH SOLE 55800 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 97 16490 SH SOLE 16490 0 0 APPLE INC COM 037833100 19416 142012 SH SOLE 142012 0 0 APPLIED MATLS INC COM 038222105 10579 116284 SH SOLE 116284 0 0 APTARGROUP INC COM 038336103 361 3500 SH SOLE 3500 0 0 ARK ETF TR AUTNMUS TECHNLGY 00214Q203 479 9569 SH SOLE 9569 0 0 AT&T INC COM 00206R102 796 38001 SH SOLE 38001 0 0 BELPOINTE PREP LLC UNIT RP LTD LB A 080694102 9941 101727 SH SOLE 101727 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1420 5202 SH SOLE 5202 0 0 BK OF AMERICA CORP COM 060505104 247 7923 SH SOLE 7923 0 0 BOEING CO COM 097023105 418 3060 SH SOLE 3060 0 0 BORGWARNER INC COM 099724106 1053 31567 SH SOLE 31567 0 0 BP PLC SPONSORED ADR 055622104 221 7784 SH SOLE 7784 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 7980 185964 SH SOLE 185964 0 0 BROWN FORMAN CORP CL B 115637209 453 6461 SH SOLE 6461 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 730 7205 SH SOLE 7205 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 1308 8720 SH SOLE 8720 0 0 CATERPILLAR INC COM 149123101 1513 8466 SH SOLE 8466 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 1116 2382 SH SOLE 2382 0 0 CHEVRON CORP NEW COM 166764100 15603 107774 SH SOLE 107774 0 0 CHUBB LIMITED COM H1467J104 473 2408 SH SOLE 2408 0 0 CIGNA CORP NEW COM 125523100 12019 45611 SH SOLE 45611 0 0 CISCO SYS INC COM 17275R102 1417 33238 SH SOLE 33238 0 0 CLOROX CO DEL COM 189054109 401 2847 SH SOLE 2847 0 0 COCA COLA CO COM 191216100 11772 187126 SH SOLE 187126 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1075 15933 SH SOLE 15933 0 0 COLGATE PALMOLIVE CO COM 194162103 537 6707 SH SOLE 6707 0 0 CONSOLIDATED EDISON INC COM 209115104 474 4984 SH SOLE 4984 0 0 COSTCO WHSL CORP NEW COM 22160K105 279 582 SH SOLE 582 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 1176 6984 SH SOLE 6984 0 0 CVS HEALTH CORP COM 126650100 561 6051 SH SOLE 6051 0 0 DERMTECH INC COM 24984K105 73 13221 SH SOLE 13221 0 0 DISNEY WALT CO COM 254687106 3971 42061 SH SOLE 42061 0 0 DOLLAR GEN CORP NEW COM 256677105 8409 34260 SH SOLE 34260 0 0 DOMINION ENERGY INC COM 25746U109 10184 127606 SH SOLE 127606 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 385 3594 SH SOLE 3594 0 0 ECOLAB INC COM 278865100 8712 56662 SH SOLE 56662 0 0 EMERSON ELEC CO COM 291011104 431 5419 SH SOLE 5419 0 0 ENPHASE ENERGY INC COM 29355A107 288 1475 SH SOLE 1475 0 0 ENSERVCO CORP COM NEW 29358Y201 93 47455 SH SOLE 47455 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 458 18797 SH SOLE 18797 0 0 EXELON CORP COM 30161N101 228 5033 SH SOLE 5033 0 0 EXPEDITORS INTL WASH INC COM 302130109 6894 70733 SH SOLE 70733 0 0 EXXON MOBIL CORP COM 30231G102 1140 13317 SH SOLE 13317 0 0 FIRSTENERGY CORP COM 337932107 1016 26475 SH SOLE 26475 0 0 FORTINET INC COM 34959E109 1304 23042 SH SOLE 23042 0 0 FREEPORT-MCMORAN INC CL B 35671D857 363 12400 SH SOLE 12400 0 0 GENERAL DYNAMICS CORP COM 369550108 679 3069 SH SOLE 3069 0 0 GENUINE PARTS CO COM 372460105 480 3609 SH SOLE 3609 0 0 GILEAD SCIENCES INC COM 375558103 1763 28523 SH SOLE 28523 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 352 4847 SH SOLE 4847 0 0 HOME DEPOT INC COM 437076102 9232 33660 SH SOLE 33660 0 0 HUMACYTE INC COM 44486Q103 48 14960 SH SOLE 14960 0 0 IDEXX LABS INC COM 45168D104 4723 13467 SH SOLE 13467 0 0 ILLINOIS TOOL WKS INC COM 452308109 975 5347 SH SOLE 5347 0 0 INTEL CORP COM 458140100 1278 34159 SH SOLE 34159 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 351 2483 SH SOLE 2483 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 1589 57308 SH SOLE 57308 0 0 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 1513 74651 SH SOLE 74651 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 5477 72944 SH SOLE 72944 0 0 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 312 4454 SH SOLE 4454 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1208 4309 SH SOLE 4309 0 0 ISHARES GOLD TR ISHARES NEW 464285204 857 24980 SH SOLE 24980 0 0 ISHARES INC MSCI MEXICO ETF 464286822 7961 170867 SH SOLE 170867 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1495 30466 SH SOLE 30466 0 0 ISHARES TR S&P 100 ETF 464287101 283 1643 SH SOLE 1643 0 0 ISHARES TR U.S. ENERGY ETF 464287796 927 24313 SH SOLE 24313 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 200 3192 SH SOLE 3192 0 0 ISHARES TR ESG MSCI LEADR 46435U218 217 3265 SH SOLE 3265 0 0 ISHARES TR RUS 1000 ETF 464287622 641 3086 SH SOLE 3086 0 0 ISHARES TR S&P 500 VAL ETF 464287408 6072 44172 SH SOLE 44172 0 0 ISHARES TR EAFE GRWTH ETF 464288885 1015 12614 SH SOLE 12614 0 0 ISHARES TR U.S. REAL ES ETF 464287739 654 7114 SH SOLE 7114 0 0 ISHARES TR ISHARES BIOTECH 464287556 660 5607 SH SOLE 5607 0 0 ISHARES TR TIPS BD ETF 464287176 783 6871 SH SOLE 6871 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 1031 10165 SH SOLE 10165 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 2296 22447 SH SOLE 22447 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 4139 30397 SH SOLE 30397 0 0 ISHARES TR JPMORGAN USD EMG 464288281 695 8140 SH SOLE 8140 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 1443 17424 SH SOLE 17424 0 0 ISHARES TR CORE US AGGBD ET 464287226 1650 16228 SH SOLE 16228 0 0 ISHARES TR 20 YR TR BD ETF 464287432 397 3453 SH SOLE 3453 0 0 ISHARES TR EAFE VALUE ETF 464288877 2429 55974 SH SOLE 55974 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 237 1398 SH SOLE 1398 0 0 JACOBS ENGR GROUP INC COM 469814107 13831 108791 SH SOLE 108791 0 0 JOHNSON & JOHNSON COM 478160104 873 4920 SH SOLE 4920 0 0 JPMORGAN CHASE & CO COM 46625H100 12912 114659 SH SOLE 114659 0 0 KBR INC COM 48242W106 1165 24076 SH SOLE 24076 0 0 KELLOGG CO COM 487836108 1823 25552 SH SOLE 25552 0 0 KIMBERLY-CLARK CORP COM 494368103 495 3662 SH SOLE 3662 0 0 KINDER MORGAN INC DEL COM 49456B101 3563 212575 SH SOLE 212575 0 0 KLA CORP COM NEW 482480100 1249 3915 SH SOLE 3915 0 0 LILLY ELI & CO COM 532457108 221 682 SH SOLE 682 0 0 LINDE PLC SHS G5494J103 3385 11774 SH SOLE 11774 0 0 LOCKHEED MARTIN CORP COM 539830109 2205 5129 SH SOLE 5129 0 0 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 1393 57449 SH SOLE 57449 0 0 MARATHON OIL CORP COM 565849106 214 9540 SH SOLE 9540 0 0 MARRIOTT INTL INC NEW CL A 571903202 1059 7788 SH SOLE 7788 0 0 MASTERCARD INCORPORATED CL A 57636Q104 13426 42556 SH SOLE 42556 0 0 MCDONALDS CORP COM 580135101 4593 18603 SH SOLE 18603 0 0 MCKESSON CORP COM 58155Q103 6883 21100 SH SOLE 21100 0 0 MEDTRONIC PLC SHS G5960L103 9021 100512 SH SOLE 100512 0 0 MERCK & CO INC COM 58933Y105 2807 30787 SH SOLE 30787 0 0 META MATERIALS INC COM 59134N104 31 30000 SH SOLE 30000 0 0 META PLATFORMS INC CL A 30303M102 10275 63721 SH SOLE 63721 0 0 METLIFE INC COM 59156R108 1721 27411 SH SOLE 27411 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 1042 17947 SH SOLE 17947 0 0 MICROSOFT CORP COM 594918104 21991 85626 SH SOLE 85626 0 0 MOSAIC CO NEW COM 61945C103 216 4580 SH SOLE 4580 0 0 NIKE INC CL B 654106103 583 5705 SH SOLE 5705 0 0 NOVABAY PHARMACEUTICALS INC COM NEW 66987P201 3 10870 SH SOLE 10870 0 0 NRX PHARMACEUTICALS INC COM 629444100 11 18300 SH SOLE 18300 0 0 NUCOR CORP COM 670346105 841 8058 SH SOLE 8058 0 0 NUVEEN NEW YORK QLT MUN INC COM 67066X107 176 15000 SH SOLE 15000 0 0 NVIDIA CORPORATION COM 67066G104 8284 54649 SH SOLE 54649 0 0 ORACLE CORP COM 68389X105 929 13293 SH SOLE 13293 0 0 PALO ALTO NETWORKS INC COM 697435105 15594 31572 SH SOLE 31572 0 0 PAYCHEX INC COM 704326107 1579 13863 SH SOLE 13863 0 0 PAYPAL HLDGS INC COM 70450Y103 1440 20613 SH SOLE 20613 0 0 PENTAIR PLC SHS G7S00T104 390 8531 SH SOLE 8531 0 0 PEPSICO INC COM 713448108 2742 16451 SH SOLE 16451 0 0 PFIZER INC COM 717081103 4230 80675 SH SOLE 80675 0 0 PHILIP MORRIS INTL INC COM 718172109 2600 26335 SH SOLE 26335 0 0 PRICE T ROWE GROUP INC COM 74144T108 1191 10483 SH SOLE 10483 0 0 PROCTER AND GAMBLE CO COM 742718109 2414 16791 SH SOLE 16791 0 0 PROSHARES TR SHORT S&P 500 NE 74347B425 2281 138253 SH SOLE 138253 0 0 QUALCOMM INC COM 747525103 206 1616 SH SOLE 1616 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 4455 46353 SH SOLE 46353 0 0 RESMED INC COM 761152107 1175 5605 SH SOLE 5605 0 0 ROPER TECHNOLOGIES INC COM 776696106 8063 20430 SH SOLE 20430 0 0 SCHWAB CHARLES CORP COM 808513105 5552 87874 SH SOLE 87874 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 265 6000 SH SOLE 6000 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2630 30112 SH SOLE 30112 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 22321 175589 SH SOLE 175589 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 278 6807 SH SOLE 6807 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1262 17486 SH SOLE 17486 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3556 27728 SH SOLE 27728 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2294 16687 SH SOLE 16687 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 7157 227565 SH SOLE 227565 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1429 20382 SH SOLE 20382 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2774 51117 SH SOLE 51117 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 2649 37048 SH SOLE 37048 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 4386 59588 SH SOLE 59588 0 0 SERVICENOW INC COM 81762P102 13207 27775 SH SOLE 27775 0 0 SOUTHERN CO COM 842587107 3244 45488 SH SOLE 45488 0 0 SPDR GOLD TR GOLD SHS 78463V107 11951 70943 SH SOLE 70943 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 331 11487 SH SOLE 11487 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 336 9670 SH SOLE 9670 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4514 11965 SH SOLE 11965 0 0 SPDR SER TR S&P KENSHO NEW 78468R648 490 12096 SH SOLE 12096 0 0 SPDR SER TR S&P REGL BKG 78464A698 666 11468 SH SOLE 11468 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 8072 182052 SH SOLE 182052 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 5535 60502 SH SOLE 60502 0 0 SPDR SER TR S&P METALS MNG 78464A755 559 12874 SH SOLE 12874 0 0 SPDR SER TR S&P BK ETF 78464A797 7825 178327 SH SOLE 178327 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 596 16572 SH SOLE 16572 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 3798 105953 SH SOLE 105953 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 1255 31619 SH SOLE 31619 0 0 STARBUCKS CORP COM 855244109 8485 111069 SH SOLE 111069 0 0 SUNDIAL GROWERS INC COM 86730L109 8 26000 SH SOLE 26000 0 0 SYNCHRONY FINANCIAL COM 87165B103 3721 134710 SH SOLE 134710 0 0 SYNOPSYS INC COM 871607107 1334 4393 SH SOLE 4393 0 0 T-MOBILE US INC COM 872590104 8826 65604 SH SOLE 65604 0 0 TAPESTRY INC COM 876030107 399 13074 SH SOLE 13074 0 0 TARGET CORP COM 87612E106 880 6230 SH SOLE 6230 0 0 TENABLE HLDGS INC COM 88025T102 1165 25647 SH SOLE 25647 0 0 TERADYNE INC COM 880770102 989 11045 SH SOLE 11045 0 0 TESLA INC COM 88160R101 1861 2764 SH SOLE 2764 0 0 TEXAS INSTRS INC COM 882508104 690 4488 SH SOLE 4488 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 11545 21250 SH SOLE 21250 0 0 TOLL BROTHERS INC COM 889478103 1014 22743 SH SOLE 22743 0 0 TRAVELERS COMPANIES INC COM 89417E109 249 1475 SH SOLE 1475 0 0 TRUIST FINL CORP COM 89832Q109 1573 33170 SH SOLE 33170 0 0 ULTA BEAUTY INC COM 90384S303 1165 3021 SH SOLE 3021 0 0 UNION PAC CORP COM 907818108 372 1746 SH SOLE 1746 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2617 14336 SH SOLE 14336 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 599 3473 SH SOLE 3473 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 9448 197625 SH SOLE 197625 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 267 2625 SH SOLE 2625 0 0 VENTAS INC COM 92276F100 1761 34243 SH SOLE 34243 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2901 57170 SH SOLE 57170 0 0 VISA INC COM CL A 92826C839 822 4174 SH SOLE 4174 0 0 VMWARE INC CL A COM 928563402 293 2572 SH SOLE 2572 0 0 WALMART INC COM 931142103 857 7049 SH SOLE 7049 0 0 WASTE MGMT INC DEL COM 94106L109 9189 60065 SH SOLE 60065 0 0 WELLS FARGO CO NEW COM 949746101 1675 42759 SH SOLE 42759 0 0 WILLIAMS COS INC COM 969457100 4552 145848 SH SOLE 145848 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 228 1153 SH SOLE 1153 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 1992 39584 SH SOLE 39584 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 1655 15758 SH SOLE 15758 0 0 ZOETIS INC CL A 98978V103 1158 6739 SH SOLE 6739 0 0