Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED ASSET STRATEGIES INC | 01-30-2024 | 12-31-2023 | 236 | 890,226,977 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1 | $39,597,961 | 205,725 | 0.00 | 0.01 | -33,566 | -14.03 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $33,355,155 | 88,701 | 0.00 | 0.00 | -563 | -0.63 | 12-31-2023 |
| APPLE INC | COM | 3 | $30,041,536 | 156,036 | 0.00 | 0.00 | 10,235 | 7.02 | 12-31-2023 |
| AMAZON COM INC | COM | 4 | $25,089,158 | 165,125 | 0.00 | 0.00 | -10,233 | -5.84 | 12-31-2023 |
